Investor directory

Ulu Ventures

Ulu Ventures is a venture capital firm based in Palo Alto, California, specializing in seed-stage and early-stage investments in technology companies. Founded in 2008, the firm primarily targets opportunities in sectors such as enterprise IT, educational technology, legal informatics, and internet-enabled services. Ulu Ventures focuses on investments in the Bay Area, leveraging the market opportunities created by the Stanford and Silicon Valley communities. The firm typically co-invests with other investors, aiming for cumulative investments between $500,000 and $1 million. Ulu Ventures utilizes a disciplined decision-making process that emphasizes risk-reward trade-offs and logical principles of portfolio construction, distinguishing itself from other venture capital firms. Its investment strategy includes a preference for companies with viable exit strategies in subsequent stages of growth.

Focus

Seed RoundFinanceCredits and LendingPersonal FinanceFinTechShow more
http://www.uluventures.com
https://angel.co/company/ulu-ventures
https://crunchbase.com/organization/ulu-ventures
https://linkedin.com/company/ulu-ventures
https://pitchbook.com/profiles/investor/43226-11
https://signal.nfx.com/firms/ulu-ventures
https://twitter.com/uluventures
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=108714413
https://www.privateequityinternational.com/database/#/profile?id=17999

Kevin Hoffberg

Venture Partner

Clint Korver

Co-Founder & Managing Director

Stephen V. Reale

Venture Partner

Miriam Rivera

Co-Founder, Chief Executive Officer & Managing Director

Nancy Torres

Principal

Past deals in Personal Finance

NewRetirement

Seed Round in 2021
NewRetirement develops a retirement planning tool offering a combination of automated financial and retirement planning services. NewRetirement acts as a virtual financial advisor focused on retirement planning to help people generate retirement income, get healthcare, lower taxes, and manage fees. The system will help users optimize across Social Security, Medicare, Taxes, Home Equity, Income, Asset drawdown, Relocation, Work, and Estate Planning. Users can also access fee-only advice on-demand for collaborative planning to help them make and act on better decisions about their future.

Landed

Series B in 2021
Landed, Inc. is a financial services company based in San Francisco that assists essential professionals, particularly in education and healthcare, in purchasing homes and achieving financial stability within their communities. Founded in 2015, Landed provides debt-free financing options, allowing homebuyers to receive funds in exchange for a share of their home's value upon refinancing or selling. The company collaborates with schools, employers, and affinity networks to establish and manage down payment support funds, facilitating access to homeownership for teachers, school staff, and other professionals. Additionally, Landed offers personalized support through a dedicated team, including partner agents and homebuying experts, to help clients navigate their home-buying options and provide education on the process.

Figure

Series D in 2021
Figure Technologies, Inc. is a fintech company based in San Francisco, California, established in 2018. It specializes in providing consumer financial solutions focused on home improvement, debt consolidation, and retirement planning. Figure offers a range of products, including home equity lines of credit, home improvement loans, home buy-lease back offerings, and mortgage refinancing. The company utilizes blockchain technology, along with artificial intelligence and advanced analytics, to enhance its services and enable customers to access capital quickly, often in as few as five days. Additionally, Figure provides Provenance, a blockchain platform designed for business applications.

Pando

Series A in 2020
Pando has created a new financial tool for people in high volatility careers. We connect individuals with similar expected earnings and provide tools for them to pool a fraction of their future income — delivering both risk mitigation and the ability to capture upside potential. Our client focus includes professional athletes, entrepreneurs, and MBA’s.

Snowball Wealth

Seed Round in 2019
Snowball Wealth, Inc. is a financial management company based in San Mateo, California, that specializes in providing personalized guidance for student loans and consumer debt. Founded in 2018, the company offers users a platform that connects with their student debt accounts, allowing for the creation of tailored plans to pay off loans while monitoring progress. Snowball Wealth assists individuals in comparing refinancing options, optimizing payments, and accessing federal programs to ensure they make informed financial decisions. In addition to student loan management, the company also provides advice on retirement, investments, and savings, aiming to help users effectively build wealth and achieve their financial objectives.

Landed

Series A in 2019
Landed, Inc. is a financial services company based in San Francisco that assists essential professionals, particularly in education and healthcare, in purchasing homes and achieving financial stability within their communities. Founded in 2015, Landed provides debt-free financing options, allowing homebuyers to receive funds in exchange for a share of their home's value upon refinancing or selling. The company collaborates with schools, employers, and affinity networks to establish and manage down payment support funds, facilitating access to homeownership for teachers, school staff, and other professionals. Additionally, Landed offers personalized support through a dedicated team, including partner agents and homebuying experts, to help clients navigate their home-buying options and provide education on the process.

Figure

Series B in 2019
Figure Technologies, Inc. is a fintech company based in San Francisco, California, established in 2018. It specializes in providing consumer financial solutions focused on home improvement, debt consolidation, and retirement planning. Figure offers a range of products, including home equity lines of credit, home improvement loans, home buy-lease back offerings, and mortgage refinancing. The company utilizes blockchain technology, along with artificial intelligence and advanced analytics, to enhance its services and enable customers to access capital quickly, often in as few as five days. Additionally, Figure provides Provenance, a blockchain platform designed for business applications.

Landed

Seed Round in 2018
Landed, Inc. is a financial services company based in San Francisco that assists essential professionals, particularly in education and healthcare, in purchasing homes and achieving financial stability within their communities. Founded in 2015, Landed provides debt-free financing options, allowing homebuyers to receive funds in exchange for a share of their home's value upon refinancing or selling. The company collaborates with schools, employers, and affinity networks to establish and manage down payment support funds, facilitating access to homeownership for teachers, school staff, and other professionals. Additionally, Landed offers personalized support through a dedicated team, including partner agents and homebuying experts, to help clients navigate their home-buying options and provide education on the process.

Figure

Series A in 2018
Figure Technologies, Inc. is a fintech company based in San Francisco, California, established in 2018. It specializes in providing consumer financial solutions focused on home improvement, debt consolidation, and retirement planning. Figure offers a range of products, including home equity lines of credit, home improvement loans, home buy-lease back offerings, and mortgage refinancing. The company utilizes blockchain technology, along with artificial intelligence and advanced analytics, to enhance its services and enable customers to access capital quickly, often in as few as five days. Additionally, Figure provides Provenance, a blockchain platform designed for business applications.

Pando

Seed Round in 2017
Pando has created a new financial tool for people in high volatility careers. We connect individuals with similar expected earnings and provide tools for them to pool a fraction of their future income — delivering both risk mitigation and the ability to capture upside potential. Our client focus includes professional athletes, entrepreneurs, and MBA’s.

EarnUp

Series A in 2017
EarnUp is a consumer-first fintech platform that intelligently automates loan payments for the more than 200 million Americans with debt. They help you put a few dollars aside for your loans when you can afford it – then they make your loan payments for you, allocating funds in the way that gets you out of debt faster. They are dedicated to giving control back to everyone who is frustrated managing their finances

EarnUp

Series A in 2017
EarnUp is a consumer-first fintech platform that intelligently automates loan payments for the more than 200 million Americans with debt. They help you put a few dollars aside for your loans when you can afford it – then they make your loan payments for you, allocating funds in the way that gets you out of debt faster. They are dedicated to giving control back to everyone who is frustrated managing their finances

Landed

Seed Round in 2017
Landed, Inc. is a financial services company based in San Francisco that assists essential professionals, particularly in education and healthcare, in purchasing homes and achieving financial stability within their communities. Founded in 2015, Landed provides debt-free financing options, allowing homebuyers to receive funds in exchange for a share of their home's value upon refinancing or selling. The company collaborates with schools, employers, and affinity networks to establish and manage down payment support funds, facilitating access to homeownership for teachers, school staff, and other professionals. Additionally, Landed offers personalized support through a dedicated team, including partner agents and homebuying experts, to help clients navigate their home-buying options and provide education on the process.

Landed

Seed Round in 2016
Landed, Inc. is a financial services company based in San Francisco that assists essential professionals, particularly in education and healthcare, in purchasing homes and achieving financial stability within their communities. Founded in 2015, Landed provides debt-free financing options, allowing homebuyers to receive funds in exchange for a share of their home's value upon refinancing or selling. The company collaborates with schools, employers, and affinity networks to establish and manage down payment support funds, facilitating access to homeownership for teachers, school staff, and other professionals. Additionally, Landed offers personalized support through a dedicated team, including partner agents and homebuying experts, to help clients navigate their home-buying options and provide education on the process.

Juntos

Seed Round in 2013
Juntos Finanzas, Inc. is a company that provides a mobile communication solution aimed at enhancing the engagement between financial institutions and low-income consumers, particularly in emerging markets. Founded in 2010 in San Carlos, California, the company develops digital tools that empower individuals to manage their finances effectively and achieve their financial goals. By collaborating with banks and financial service providers, Juntos delivers engaging conversations through SMS, which helps build trust and confidence among customers entering the financial system for the first time. The company emphasizes the importance of understanding cultural and behavioral insights to motivate increased account usage and foster financial stability for low-balance customers.

SoFi

Series A in 2011
SoFi is a finance company that offers a range of lending and wealth management services. The company primarily caters to early-stage professionals and offers variable and fixed rate parent, personal, and MBA loans, mortgage refinancing, and more. They create modern financial products and services that help people borrow, save, spend, invest, and protect their money better so that they can achieve financial independence and realize their ambitions from owning a home to saving for retirement, paying off their student loans, and more. It was founded in 2016 and is headquartered in San Francisco, California.

ProFounder

Convertible Note in 2011
ProFounder Financial, Inc. operates a crowd funding platform that enables entrepreneurs to raise investment capital from friends, family, and community members. The company was incorporated in 2007 and is based in Los Angeles, California.