Wells Fargo
Wells Fargo & Company, established in 1852, is a diversified financial services company headquartered in San Francisco, California. It offers a wide range of products and services, including banking, investment, mortgage, and consumer and commercial finance, to individuals, businesses, and institutions worldwide. The company operates through three main segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. Community Banking provides retail banking services such as checking and savings accounts, credit cards, and various lending products. Wholesale Banking offers commercial banking, capital markets, and investment banking services, including corporate loans, lines of credit, and investment banking services. Wealth and Investment Management delivers personalized wealth management, investment, and retirement products and services. Wells Fargo also provides fund administration, middle-office, and operations services to alternative investment managers through its subsidiary, Wells Fargo Global Fund Services. The company operates through approximately 7,400 locations and 13,000 ATMs, with offices in 32 countries and territories.
Top Stages
Matthew Raubacher
MD / Division Head Tech Strategic Capital (Venture Equity, Growth Equity and Alternative Solutions)
273 past transactions
MGP Ingredients
Post in 2025
MGP Ingredients is a producer and supplier of premium distilled spirits and specialty wheat proteins and starches. The company partners with both small startups and large brands in the food science industry to innovate and create high-quality products, including whiskeys, ryes, bourbons, gins, and vodkas. MGP operates in three main segments: Distillery Solutions, Branded Spirits, and Ingredient Solutions. The Distillery Solutions segment focuses on providing distillery co-products such as distillers feed, fuel-grade alcohol, and corn oil, along with warehouse services for barrel storage and retrieval. A significant portion of MGP's revenue is generated from this segment, underscoring its role as a key player in the distilled spirits market.
Chomps
Debt Financing in 2025
Chomps is a producer of healthy meat-snacking alternatives, specializing in grass-fed meat sticks made from sustainably sourced proteins, including beef, venison, and turkey. The company emphasizes quality by offering snacks that are free from hormones, antibiotics, and added sugars, catering to health-conscious consumers. By focusing on sustainable sourcing and nutritional value, Chomps provides a range of meat snacks that align with modern dietary preferences.
Segro
Post in 2025
SEGRO is a UK-based Real Estate Investment Trust (REIT) specializing in the ownership, management, and development of modern warehouses and light industrial properties. Established in 1920 and headquartered in London, the company manages approximately 7 million square metres of space valued at over £10 billion. SEGRO's portfolio serves a diverse range of industries and is strategically located in and around major cities and key transportation hubs across the UK and nine other European countries. The firm was founded by Percival Perry and Noel Mobbs, and it continues to focus on meeting the evolving needs of its customers in the logistics and industrial sectors.
Newmark
Post in 2025
Newmark is a comprehensive commercial real estate services firm that provides a wide array of solutions for both property owners and occupiers. The company specializes in leasing and corporate advisory services, investment sales, commercial mortgage brokerage, consulting, appraisal and valuation, project management, and property and facilities management. Its expertise spans various sectors, including office, retail, industrial, multifamily, student housing, hotels, data centers, healthcare, self-storage, land, condominium conversions, subdivisions, and special use properties. By offering an integrated platform, Newmark caters to a diverse clientele that includes some of the largest commercial property owners, real estate developers, and investors, along with Fortune 500 and Forbes Global 2000 companies. Through its focus on anticipating future trends, Newmark aims to deliver valuable insights and solutions tailored to the evolving needs of the real estate market.
White Oak Commercial Finance
Debt Financing in 2025
White Oak Commercial Finance is a global financial services company that specializes in providing credit facilities to middle-market companies, typically ranging from $1 million to $30 million. The company offers a variety of financial solutions, including asset-based lending, full-service factoring, invoice discounting, supply chain financing, inventory financing, and U.S. import/export financing. Additionally, it provides trade credit risk management, accounts receivable management, and credit and collections support. White Oak Commercial Finance aims to partner with businesses that demonstrate strong management, innovative ideas, and valuable products and services, with the goal of fostering opportunities that contribute to the betterment of society for both current and future generations.
HF Foods Group
Post in 2025
HF Foods Group Inc. is a wholesale foodservice distributor based in Greensboro, North Carolina, focused on providing a diverse range of products to Asian restaurants, particularly Chinese establishments, across the Southeastern, Pacific, and Mountain West regions of the United States. The company offers approximately 1,500 items, including fresh produce, frozen and dry food products, seafood, meat, poultry, and non-food items such as packaging materials. Operating through 14 distribution centers, HF Foods Group utilizes a fleet of around 340 refrigerated vehicles to serve approximately 10,000 customers. The company also supports its clients with design and printing services and trucking services, while renting warehouse facilities to enhance its distribution capabilities. HF Foods Group is committed to serving a customer base that primarily communicates in Mandarin or Chinese dialects.
Calavo Growers
Post in 2025
Calavo Growers, Inc. is a leading company in the procurement, marketing, and distribution of fresh avocados and a variety of other perishable foods. Established in 1924 and headquartered in Santa Paula, California, the company operates through three primary segments: Fresh Products, Calavo Foods, and Renaissance Food Group (RFG). The Fresh Products segment focuses on the distribution of fresh avocados and vegetables, sourcing from regions such as California, Mexico, and Peru. Calavo Foods specializes in prepared avocado items, including guacamole and salsa, while the RFG segment offers an array of fresh-cut fruits, vegetables, ready-to-eat salads, sandwiches, and other meal solutions. Calavo's extensive product offerings are marketed under several brand names and trademarks, catering to retail grocery stores, foodservice, and wholesale customers globally. This diverse portfolio positions Calavo as a significant player in the fresh and prepared food markets, emphasizing a commitment to providing healthy and convenient food options.
Tishman Speyer Properties
Debt Financing in 2025
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.
Cader Holdings
Post in 2024
Cader Holdings is a global provider of safety and survivability products, specializing in equipment designed for first responders, federal agencies, and the outdoor and personal protection markets. The company develops a diverse range of critical safety gear that enables users to perform their duties safely and effectively in hazardous situations. Cader Holdings operates through two main segments: Products and Distribution, ensuring a comprehensive approach to delivering essential protection equipment.
Aaon
Post in 2024
Aaon is an industrial goods and services company specializing in the manufacture of heating, ventilation, and air conditioning (HVAC) equipment. The company produces a wide range of products, including rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, makeup air units, energy-recovery units, condensing units, geothermal heat pumps, and self-contained units and coils. Aaon focuses on delivering cost-effective and energy-efficient solutions that enhance productivity in work environments. Its offerings primarily cater to the commercial and industrial sectors, addressing both new construction and replacement markets, predominantly in North America. In addition to its HVAC products, Aaon is committed to sustainability by replacing outdated incandescent and fluorescent lighting with modern LED fixtures.
Producers Midstream
Debt Financing in 2024
Producers Midstream is a recently established company specializing in comprehensive midstream services for oil and gas producers across the United States. Its offerings include infield gathering and compression infrastructure, gas processing and treating facilities, transmission and marketing services, and liquid handling and storage solutions. By providing these services, Producers Midstream enables upstream operators to concentrate on exploration and strategic acquisitions, particularly in high-growth basins like Texas, Oklahoma, and New Mexico.
Paul Quinn College
Grant in 2024
Paul Quinn College, located in Dallas, Texas, is a historically black college established in 1872. It offers a select range of four-year liberal arts programs focused on business, legal studies, science, and technology, fostering an intimate educational environment. The college is committed to service, exemplified by initiatives such as The Farm, where students cultivate organic produce to aid local impoverished communities. Additionally, the Writer's Hub provides personalized instruction for students across various writing disciplines, promoting both individual growth and collaborative learning. Paul Quinn College emphasizes a faith-based education that nurtures the academic, social, and spiritual development of its students, preparing them to become servant leaders and agents of change in a global context. Financial assistance options, including scholarships and work-study programs, are available to support eligible students in managing tuition and educational expenses.
Hilton Grand Vacations
Post in 2024
Hilton Grand Vacations Inc. is a timeshare company that develops, markets, and operates vacation ownership resorts primarily under the Hilton Grand Vacations brand. Founded in 1992 and headquartered in Orlando, Florida, the company operates in two main segments: Real Estate Sales and Financing, and Resort Operations and Club Management. It offers vacation ownership intervals, manages resorts, and operates a points-based vacation club that serves approximately 326,000 members. In addition to selling vacation ownership interests, Hilton Grand Vacations provides financing for consumer purchases and engages in the rental of inventory made available through ownership exchanges. The company boasts a portfolio of 59 resorts with over 9,500 units across popular destinations, including the Hawaiian Islands, New York City, Orlando, and Las Vegas. Hilton Grand Vacations also offers various services to enhance the vacation experience, such as exchange programs and on-site management services for club resorts.
Tishman Speyer Properties
Debt Financing in 2024
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.
Opportunity Finance Network
Grant in 2024
Opportunity Finance Network (OFN) is a Philadelphia-based economic development agency founded in 1986. It operates as a national network of community development financial institutions (CDFIs) dedicated to investing in opportunities that uplift low-income, low-wealth, and disadvantaged communities throughout the United States. OFN focuses on addressing the financial needs of individuals and businesses that mainstream financial institutions often overlook. In addition to its investment activities, the agency offers strategic consulting services aimed at enhancing industry capacity, supporting government agencies, and assisting socially responsible investors such as banks and foundations. The management team oversees the agency's operations and assets, ensuring alignment with its mission to foster financial, social, and political justice.
Canal Road Group
Debt Financing in 2024
Canal Road Group, established in 2023 and based in Miami, Florida, is a specialized lender operating within the financial services industry. The company, with a team of 15 employees, focuses on sourcing, underwriting, and managing senior secured corporate debt investments, aiming to provide structured credit solutions to its clients.
CoreWeave
Debt Financing in 2024
CoreWeave is a company that specializes in developing a cloud infrastructure platform aimed at providing powerful computing resources for artificial intelligence/machine learning (AI/ML) projects and other initiatives. Their platform features a specialized GPU cloud system designed to accelerate workflows by matching the complexity of models, allowing clients to scale efficiently and adapt to rapidly changing compute requirements. This enables clients to design and innovate with various types of compute resources tailored to their specific needs.
OpenAI
Debt Financing in 2024
OpenAI is an artificial intelligence research and deployment company focused on developing machine learning technologies that aim to create safe artificial general intelligence for the benefit of all users. The company engages in projects related to autonomous learning and task performance across various industries, including technology, healthcare, and education. OpenAI's platform directs artificial intelligence applications and is involved in policy work, education, and outreach, enabling clients to enhance their skills and knowledge while leveraging autonomous systems that can surpass human performance in economically valuable tasks.
Versana
Venture Round in 2024
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.
Setpoint.io
Series B in 2024
Setpoint is building trust in our credit system. An operating system for capital markets functions that drives capital and operational efficiency, while offering peace-of-mind to Capital Providers. Our platform unlocks speed, efficiency and accuracy for borrowers and lenders.
Nexus Select Trust
Post in 2024
Nexus Select Trust is a Real Estate Investment Trust (REIT) focused on owning and investing in income-generating real estate and related assets in India. The Trust operates in accordance with REIT regulations and its Trust Deed, aiming to create value through its real estate portfolio. Additionally, Nexus Select Trust has developed various solar and hybrid power facilities with a combined capacity of nearly 43 MW, contributing to a significant reduction in carbon dioxide emissions. This commitment to sustainability reflects the Trust's broader objectives of responsible investment and environmental stewardship.
Hudson’s Bay Company
Post in 2024
Hudson's Bay Company (HBC), founded in 1670, is the oldest company in North America and has evolved into one of the fastest-growing department store retailers globally. The company operates a diverse portfolio of eight retail banners, which include Hudson’s Bay, Lord & Taylor, Saks Fifth Avenue, and Saks OFF 5TH in North America, as well as GALERIA Kaufhof and Galeria INNO in Europe. With over 460 stores and approximately 65,000 employees worldwide, HBC caters to various market segments, offering luxury, better department store, and off-price formats. The recent acquisition of GALERIA Kaufhof Group has further strengthened its European presence. HBC also has substantial investments in real estate joint ventures, collaborating with Simon Property Group in the HBS Global Properties Joint Venture and partnering with RioCan Real Estate Investment Trust in Canada. This strategic focus on enhancing store performance, expanding all-channel offerings, and leveraging real estate assets underlines HBC's growth strategy.
ExchangeRight
Debt Financing in 2024
ExchangeRight is a vertically integrated real estate investment firm that provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth. The firm strategically acquires and manages long-term, net-leased assets backed by investment-grade corporations that operate successfully in the necessity-based retail and healthcare industries. It was founded in 2012 and headquartered in Pasadena, California.
Group 1 Automotive
Post in 2024
Group 1 Automotive is a prominent automotive retailer that operates approximately 206 dealerships and 42 collision service centers across the United States and the United Kingdom. The company represents around 35 different automobile brands, with new vehicle sales accounting for about 60% of its total revenue. Group 1's dealerships primarily focus on metropolitan markets, with a significant concentration in Texas, which alone generated 38% of the company's new-vehicle volume in 2023. The company also provides financing, maintenance and repair services, and sells replacement parts, contributing to its diverse revenue streams. In 2023, Group 1 Automotive reported total revenue of $17.9 billion, with plans for further expansion following a pending acquisition that will increase its presence in the UK. Founded in 1995, the company continues to grow its footprint in the automotive industry.
P97
Debt Financing in 2024
P97 Networks, Inc., headquartered in Houston, Texas, specializes in developing cloud-based mobile commerce and digital marketing solutions for the convenience retail and fuel retailing industries, operating under the brand name PetroZone. Its platform connects consumers with retail fueling merchants and convenience stores, offering improved mobile shopping experiences, lower fuel price options, and personalized in-store offers. P97's solution securely links millions of mobile phones and connected cars with identity and geolocation-based software technologies, enabling businesses to attract and retain customers. The company has strategic partnerships with ZipLine and Phillips 66, and its platform extends to electric vehicle chargers, serving a broad ecosystem of partners including oil company payment networks, merchants, consumer package goods companies, automotive manufacturers, and banks.
FMX
Venture Round in 2024
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.
Vantage Data Centers
Debt Financing in 2024
Vantage Data Centers, established in 2010, specializes in developing and operating data centers globally. Headquartered in Santa Clara, California, with a presence in Quincy, Washington, the company caters to Fortune 100 businesses, hyper scalers, and large enterprises. Vantage offers custom-built data centers, powered shells, and turnkey solutions, along with services such as move-in management, data center operations, and facilities management. Its data centers are designed for high-density computing, ensuring energy efficiency, reliability, and sustainability, with a focus on wholesale and hyperscale solutions.
Prospera Housing Community Services
Grant in 2024
Prospera Housing Community Services provides affordable housing with support services for individuals and families. ProsperaHCS specialized as a starting point for pursuing goals, fulfilling dreams, restoring spirit, and building self-endurance.
Lumine Group
Post in 2024
Lumine Group is a private equity firm based in Mississauga, Canada, founded in 2022. The company specializes in acquiring communications and media software companies, allowing them to maintain their independence while focusing on their customers and employees. By providing support and resources, Lumine Group aims to facilitate the growth of these companies in a competitive market.
Gambling.com
Post in 2024
Gambling.com Group Limited is a prominent performance marketing company specializing in the online gambling sector. It focuses primarily on online casino, sports betting, and fantasy sports, providing digital marketing services to optimize user engagement. The company generates revenue by directing online gamblers to various gambling operators through its extensive network of branded websites, including Gambling.com and Bookies.com. With a workforce of over 140 employees, Gambling.com operates from offices in Ireland, the United States, and Malta, leveraging its proprietary technology platform to enhance its marketing capabilities and maintain a competitive edge in the industry.
Intel
Post in 2024
Intel Corporation, established in 1968, is a global leader in semiconductor chip manufacturing. The company designs, manufactures, and sells essential technologies for cloud, smart, and connected devices worldwide. Intel operates through various segments, offering platform products like central processing units and chipsets, and non-platform products such as accelerators, connectivity products, and memory and storage solutions. Additionally, Intel provides Internet of Things products and computer vision technology. Serving original equipment manufacturers, original design manufacturers, and cloud service providers, Intel collaborates with other tech giants to advance computing and communications. Intel Capital, the company's strategic investment arm, invests in innovative startups targeting cloud, AI, 5G, and other disruptive technologies. With a workforce of over 100,000 employees globally, Intel is transforming from a PC-centric company to a data-centric one, powering the future of computing and communications.
Aequum Capital
Debt Financing in 2024
Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.
Arevon Energy
Debt Financing in 2024
Arevon Energy is a prominent renewable energy company focused on providing clean, reliable, and cost-effective energy solutions to utilities and businesses across the United States. The company specializes in the development, construction, financing, ownership, and operation of utility-scale solar and energy storage projects, as well as solar-plus-storage and distributed generation assets. Additionally, Arevon offers comprehensive asset management services, including commercial, financial, and performance management, to ensure the sustainability of its clients' business models while delivering renewable energy. Through its innovative approaches, Arevon Energy plays a significant role in advancing the transition to sustainable energy sources.
SmartStop Self Storage
Debt Financing in 2024
SmartStop Self Storage, headquartered in Ladera Ranch, California, specializes in the ownership and operation of self-storage facilities across the United States. It is currently one of the seven largest players in this sector. The company offers a range of storage solutions tailored to diverse needs, including personal storage for households, business storage for commercial clients, office storage, vehicle storage, and student storage.
NorCal SBDC
Grant in 2024
NorCal SBDC is an advisory firm that provides workshops, training, regional programs, finance, restaurant program, and patent services.
Nasdaq Private Market
Series B in 2024
Nasdaq Private Market (NPM) is a specialized platform that facilitates secondary market trading for private companies and their stakeholders, including employees, shareholders, and prospective investors. With a focus on enhancing liquidity, NPM has supported over $44 billion in transactions and managed more than 600 company-sponsored liquidity programs since its establishment. The company provides a range of liquidity solutions, such as tender offers, auctions, and marketplaces, aimed at simplifying the process for all parties involved. By operating through registered broker-dealer subsidiaries, NPM streamlines workflows and enhances the trading experience for issuers and investors alike. In 2021, NPM became an independent entity, having spun off from Nasdaq, and received backing from prominent financial institutions. As more companies remain private for extended periods, NPM's expertise positions it to expand the liquidity landscape in the evolving market.
Milken Institute
Grant in 2024
The Milken Institute is an independent economic think tank and foundation headquartered in Santa Monica, California, with additional offices in Washington, D.C.; Jerusalem, Israel; and Singapore. Established in 1991, the organization focuses on conducting research to develop economic and policy solutions that aim to create jobs, increase access to capital, and improve health outcomes. It provides a range of services, including publications, educational roundtables, forums, financial innovations labs, seminars, and conferences. The Milken Institute operates through contributions, grants, and sponsorships from individuals, corporations, foundations, and government entities, allowing it to address pressing societal challenges and foster economic growth.
SoLa Foundation
Grant in 2024
SoLa Foundation is a charity that offers education, economic mobility, and community development services to improve the lives of residents.
The Jackie Robinson Foundation
Grant in 2024
JRF provides college and graduate school scholarships, mentoring and leadership development opportunities for students of color.
Greenwood Rising
Grant in 2024
Greenwood Rising is a nonprofit organization that focuses on educating people about the race massacre and its impact.
Society for Financial Education & Professional Development
Grant in 2024
Society for Financial Education & Professional Development is a nonprofit organization that delivers financial literacy programs.
Greenwood Cultural Center
Grant in 2024
Greenwood Cultural Center is a nonprofit organization that celebrates and promotes the heritage, history, and legacy of African Americans.
Paul Quinn College
Grant in 2024
Paul Quinn College, located in Dallas, Texas, is a historically black college established in 1872. It offers a select range of four-year liberal arts programs focused on business, legal studies, science, and technology, fostering an intimate educational environment. The college is committed to service, exemplified by initiatives such as The Farm, where students cultivate organic produce to aid local impoverished communities. Additionally, the Writer's Hub provides personalized instruction for students across various writing disciplines, promoting both individual growth and collaborative learning. Paul Quinn College emphasizes a faith-based education that nurtures the academic, social, and spiritual development of its students, preparing them to become servant leaders and agents of change in a global context. Financial assistance options, including scholarships and work-study programs, are available to support eligible students in managing tuition and educational expenses.
Wiley College
Grant in 2024
Wiley College, established in 1873 in Marshall, Texas, is a historically black college affiliated with The United Methodist Church. It offers a range of bachelor's degrees in disciplines such as arts, sciences, business administration, and education, along with shorter associate's degree programs aimed at career training and transfer opportunities. The institution is dedicated to educational access, fostering a diverse student body that includes both traditional and non-traditional students. Wiley College emphasizes excellence in its academic offerings, providing a supportive and stimulating environment for students from various backgrounds who are eager to learn and improve their lives.
HBCU CDAC
Grant in 2024
HBCU CDAC is a nonprofit organization dedicated to supporting low-income students through educational initiatives and sponsorship programs. It focuses on promoting historically black colleges and minority-serving institutions, as well as community development corporations. The organization advocates for economic development that fosters wealth creation and sustainable community growth. By providing resources and opportunities, HBCU CDAC aims to empower students to become high-wage earners and active contributors to their communities, equipping them with the skills to become financial and social entrepreneurs, investors, and philanthropists.
Westside Future Fund
Grant in 2024
Westside Future Fund is a non-profit organization that focuses on housing development and renovation of the community.
The Community Foundation
Grant in 2024
The Community Foundation is a non-profit organization that provides grants for literacy, communities, and scholarships.
Enterprise Community Investment
Grant in 2024
Enterprise Community Partners, founded in 1982 and based in Maryland, focuses on creating affordable housing opportunities for low and moderate-income individuals in diverse communities. As a social enterprise, it leverages its extensive knowledge and policy leadership to enhance local affordable housing development through public-private partnerships. The organization collaborates with financial institutions, governments, community organizations, and other stakeholders to provide equity and debt financing at every stage of housing development. Through these efforts, Enterprise Community Partners aims to multiply the impact of its initiatives, making significant strides in addressing housing challenges across the nation.
Operation HOPE
Grant in 2024
The mission of Operation HOPE, Inc. (HOPE) is silver rights empowerment, making free enterprise work for everyone. We accomplish this through our work on the ground as the nonprofit private banker for the working poor, the underserved and struggling middle class. We achieve our mission by being the best-in-class provider of financial literacy empowerment for youth, financial capability for communities, and ultimately, financial dignity for all.
HomeFree-USA
Grant in 2024
HomeFree-USA is a nonprofit organization specializing in home ownership guidance.
Harmonic
Post in 2023
Harmonic Inc. is a global provider of video delivery software, products, system solutions, and services. The company specializes in enabling broadcast, cable, satellite, and telecommunications service providers to create, prepare, and deliver video and broadband services across various consumer devices, including televisions, computers, and smartphones. Harmonic operates in two main segments: Video and Cable Access. The Video segment focuses on video processing, production, and playout solutions, catering to cable operators and media companies, including streaming services. This includes hardware products and software solutions for video management and delivery. The Cable Access segment offers software-based cable access solutions and related services, primarily targeting cable operators. Additionally, Harmonic provides technical support and professional services, encompassing maintenance, consulting, and system integration. Founded in 1988 and headquartered in San Jose, California, Harmonic has established a strong reputation for innovation and high-performance, IP-based solutions in the video delivery industry.
RICE
Grant in 2023
RCIE is a co-working ecosystem that connects entrepreneurs to a customized curriculum, corporate partners, and access to capital. It is designed to connect the next generation of multi-cultural and women entrepreneurs to the tools and relationships required to turn dreams into reality. The company was founded in 2016 and is headquartered in Atlanta, Georgia.
Penele Retirement
Pre Seed Round in 2023
Penelope builds affordable and easy-to-manage 401(k) retirement plans
Performant Financial
Debt Financing in 2023
Performant Financial is a company that specializes in providing technology-enabled recovery and analytics services across various sectors in the United States. It focuses on the recovery of government obligations, including student loans, improper healthcare payments, and delinquent state and federal tax receivables. Performant operates on an outsourced basis, managing the recovery processes for its clients, which include both government and private entities. The company's services leverage a sophisticated technology platform combined with the expertise of its staff, who contribute practical knowledge and insights to enhance the effectiveness of their solutions. Performant's revenue model primarily relies on success-based fees, aligning its interests with those of its clients in achieving optimal recovery outcomes.
Volante Technologies
Debt Financing in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.
Volante Technologies
Venture Round in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.
BB Energy
Debt Financing in 2023
BB Energy is an energy trading company that specializes in the trading and operations of various petroleum products. Its portfolio includes crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen, among other related products. The company offers comprehensive energy trading services, encompassing chartering, logistics, storage, refining, and financing, which support its trading operations. Through its expertise in these areas, BB Energy caters to a diverse range of customers, positioning itself as a key player in the energy sector.
Graham Corporation
Post in 2023
Graham Corporation is a designer and manufacturer of vacuum and heat transfer equipment for energy markets and process industries. It serves the energy, defense, chemical, and petrochemical industries. It also provides vacuum and heat exchanger technologies.
Growth Partners Arizona
Grant in 2023
Growth Partners Arizona is a nonprofit organization headquartered in Tucson, Arizona, that specializes in providing operational loans and business guidance to nonprofit organizations and small businesses. Founded in 2013, it focuses on supporting leaders in economically underserved communities, enabling them to access essential resources to enhance their operations. Growth Partners Arizona aims to foster positive change and improve the economic wellbeing of residents in Arizona through its financial support and strategic advisory services. The organization measures its success by the achievements of its borrowers, reflecting its commitment to the growth and sustainability of the nonprofit sector.
Rebuilding Together
Grant in 2023
Rebuilding Together is a nonprofit organization that focuses on repairing homes, revitalizing communities, and rebuilding lives.
Auramet International
Debt Financing in 2023
Auramet International, founded in 2004 and headquartered in Teaneck, New Jersey, operates as a physical merchant bank specializing in the precious metals sector. The company purchases a variety of precious metals, including bullion, doré, concentrate, scrap, sponge, and carbon, from mining firms, refineries, and recycling businesses. Auramet markets these materials to a diverse range of industrial end users, including refineries, vehicle manufacturers, catalyst producers, and bullion banks. In addition to its trading activities, the firm provides financing and advisory services tailored to the mining industry, which encompass working capital facilities, in-process refining facilities, pre-production advances, bridge financing, and pre-export financing. Auramet also has experience in base metal concentrate transactions, such as those involving copper, zinc, and nickel.
Mayville Engineering Company
Post in 2023
Mayville Engineering Company, Inc. is a contract manufacturer based in Mayville, Wisconsin, established in 1945. The company serves a diverse range of markets, including heavy and medium-duty commercial vehicles, construction, powersports, agriculture, and military sectors. Mayville Engineering offers a variety of services, such as prototyping, tooling, production fabrication, coating, and assembly, as well as aftermarket components. In addition to these services, the company manufactures stamped and fabricated metal products and supplies engineered components to original equipment manufacturers. Through its comprehensive manufacturing capabilities, Mayville Engineering supports the needs of various industries across the United States.
FIA Tech
Series A in 2023
FIA Tech operates an online platform that enhances operational efficiency through integrated, cloud-based systems. Its platform offers compliance and reference data solutions, connecting exchanges, brokers, clearers, and clients for end-to-end management of brokerage relationships, payments, settlements, and reconciliations. This enables market participants to reduce risk and mitigate operational costs while meeting regulatory challenges effectively.
Skullcandy
Debt Financing in 2023
Skullcandy Inc. is a manufacturer and distributor of audio and gaming products, widely recognized for its headphones and earbuds under the Skullcandy and Astro Gaming brands. The company was founded in 2003 and is headquartered in Park City, Utah. It offers a diverse range of products, including wired and wireless headphones, earbuds, gaming headsets, speakers, and various audio accessories, such as power banks and charging pads. Skullcandy emphasizes innovative design and vibrant aesthetics to appeal to a youthful audience, often reflecting the intersection of music, fashion, and action sports lifestyles. The brand has established a significant presence in the market by selling its products through various retail channels, including specialty and consumer electronics stores, sporting goods outlets, and online platforms. The company's distribution strategy includes partnerships with influential retailers focused on youth culture, solidifying its reputation in both the audio accessories segment and the action sports community. Skullcandy products are available in the United States and more than 70 countries worldwide.
MoCaFi
Series B in 2023
MoCaFi is a developer of a personal finance platform focused on enhancing the financial well-being of underbanked communities. The company utilizes mobile technologies and data analytics to offer a range of financial products and services, including check cashing, custom loans, debit cards, and financial literacy resources. Through its mobile application and financial card, MoCaFi enables users to efficiently manage their finances by checking balances, cashing paychecks, and transferring money securely, all without incurring additional costs. The company aims to promote economic equality by providing affordable, credit-building financial solutions tailored to the needs of underserved populations.
OpenFin
Series D in 2023
OpenFin Inc. is a technology company that specializes in providing runtime solutions for financial desktops, facilitating the development and deployment of web applications in the financial services sector. Founded in 2010 and headquartered in New York, with an additional office in London, OpenFin enables applications to operate outside the browser, allowing for enhanced features such as real-time notifications, secure communications, and interoperability among various applications. Its platform is designed to meet the stringent security and compliance requirements of financial institutions, streamlining the app distribution process and eliminating costly packaging and deployment cycles. By offering a user experience akin to mobile operating systems, OpenFin enhances the functionality and efficiency of financial applications, ultimately supporting the needs of banks and financial services across the United States and Europe.
Axoni
Venture Round in 2023
Axoni is a technology company specializing in real-time data replication solutions tailored for the financial industry. Established in 2017, it focuses on serving major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms worldwide, with offices located in New York and London. The company's platform facilitates the rapid and reliable deployment of critical financial networks, ensuring automated, real-time data replication among market participants. Additionally, Axoni develops distributed ledger software that integrates traditional financial technologies with blockchain capabilities, enhancing market information, trend analysis, and communication networks. This innovative approach allows financial entities to modernize their systems related to legal records, lifecycle events, and cash flow calculations, thereby improving operational efficiency and data management.
W. P. Carey
Post in 2023
W. P. Carey Inc. is a prominent real estate investment trust (REIT) specializing in the ownership of operationally-critical commercial properties. The company boasts a diverse portfolio of approximately 1,215 net lease properties, covering around 142 million square feet, primarily located in the United States, Northern Europe, and Western Europe. Established in 1973, W. P. Carey focuses on long-term net leases with creditworthy tenants across various sectors, including industrial, warehouse, office, retail, and self-storage properties. The company emphasizes stability by structuring leases with built-in rent escalators, which contribute to consistent cash flows. Its operations are divided into Real Estate and Investment Management segments, with the majority of revenue generated from the Real Estate division. W. P. Carey has a long-standing history of delivering reliable dividend income to investors, underscoring its commitment to sound financial practices and strategic growth within the net lease market.
Versana
Venture Round in 2023
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.
Hazy
Series A in 2023
Hazy Limited is a London-based company that specializes in data anonymization through artificial intelligence. Founded in 2017, Hazy develops a workflow tool that enables businesses to securely share and utilize data while complying with privacy regulations. The platform automatically anonymizes personal information, allowing organizations to handle evolving datasets without compromising sensitive data. By re-engineering enterprise data, Hazy empowers businesses to enhance decision-making, foster innovation, and create value, all while ensuring that data remains reliable, safe, and trusted. Hazy positions itself as a leader in the synthetic data space, addressing the growing demand for accessible and usable data in an increasingly regulated environment.
Leeward Renewable Energy
Debt Financing in 2023
Leeward Renewable Energy, LLC is a Dallas-based company that specializes in the ownership and operation of renewable energy facilities, primarily wind farms, across North America. Since its incorporation in 2015, Leeward has developed a portfolio of 24 facilities in nine states, boasting more than 2,500 megawatts of installed capacity. The company is actively engaged in expanding its operations by developing new wind, solar, and energy storage projects, with approximately 20 gigawatts of projects in the pipeline. Leeward Renewable Energy emphasizes responsible development and the safe operation of its projects, aiming to provide sustainable energy solutions that promote energy independence and create job opportunities within the communities it serves.
Humana
Post in 2023
Humana is a prominent private health insurer based in Louisville, Kentucky, specializing in government-sponsored healthcare programs. Established in 1964, the company primarily focuses on administering Medicare Advantage plans, Medicaid, and the TRICARE program for military service members and their families. Humana serves a diverse membership base, with a significant portion of its medical coverage stemming from individual and group plans. In addition to its insurance offerings, Humana provides a range of healthcare services, including primary care, at-home care, and pharmacy benefit management. The company also operates Humana Veterans, a subsidiary dedicated to delivering healthcare solutions to veterans when services are unavailable through Veterans Affairs Medical Centers. Humana's commitment to innovation, choice, and engagement informs its approach to meeting the healthcare needs of its members.
Dreamscape
Debt Financing in 2023
Dreamscape is a real estate company that specializes in residential, retail, hospitality, entertainment and gaming properties development services.
Soil Health Institute
Grant in 2023
Soil Health Institute is a global non-profit organization to preserve and improves soil vitality and productivity through scientific research and advancement. It equips farmers and other landowners with the knowledge they need to successfully implement regenerative soil health systems that benefit agriculture and society economically and environmentally.
Lightsource BP Renewable Energy Investments
Debt Financing in 2023
Lightsource BP is a global leader in the development, acquisition, and management of large-scale solar energy projects. Specializing in utility-scale solar project development, the company excels in its in-house planning and operational capabilities, allowing it to act as both the owner and manager of its projects. By collaborating with utilities, businesses, local communities, and governments, Lightsource BP addresses the increasing demand for affordable and sustainable energy. The company is committed to delivering competitively-priced, reliable clean energy solutions and aims to deploy at least 8GW of solar capacity worldwide in the coming years. Its focus on solar and smart energy solutions positions Lightsource BP as a significant contributor to the future of global energy delivery.
Realty Income
Post in 2023
Realty Income Corporation, known as The Monthly Dividend Company®, is a publicly traded real estate investment trust (REIT) focused on providing reliable monthly income to its shareholders. The company generates revenue from a diverse portfolio of over 6,500 properties located across 49 states and Puerto Rico, all leased under long-term agreements with various commercial tenants. Realty Income has a notable track record, having declared 604 consecutive monthly dividends over its 51-year operating history and increasing its dividend 108 times since becoming public in 1994. The firm is recognized as a member of the S&P 500 Dividend Aristocrats index, underscoring its commitment to consistent dividend payouts.
Array Behavioral Care
Series C in 2023
Array Behavioral Care is a telepsychiatry service provider dedicated to enhancing access to quality behavioral health care through innovative technology applications. Established in 1999 by Geoffrey Boyce in New Jersey, the company offers a range of services including assessment, screening, diagnosis, consultations, and medication management. These services are delivered across various settings, from hospitals to homes, through divisions such as OnDemand Care, Scheduled Care, and AtHome Care. Array Behavioral Care aims to make mental health services convenient, affordable, and readily accessible for patients.
Greenwood
Series B in 2022
Greenwood is a financial technology firm based in Atlanta, Georgia, that operates a digital banking platform tailored specifically for Black and Latinx individuals and business owners. Founded in 2020, Greenwood offers a range of financial services designed to empower its clients, including savings and spending accounts, peer-to-peer transfers, mobile deposit capabilities, and access to a global network of automated teller machines. The platform emphasizes community reinvestment and innovative features, such as early pay options, all delivered through a user-friendly mobile banking experience. With a commitment to serving underrepresented communities, Greenwood aims to provide best-in-class digital banking services while fostering economic growth and support for its customers.
HomeZada
Grant in 2022
HomeZada, Inc. is a digital home information platform based in El Dorado Hills, California, that assists homeowners throughout the entire lifecycle of homeownership, including owning, selling, and purchasing properties. Established in 2010, the platform enables users to manage various aspects of homeownership, such as home insurance, maintenance schedules, remodeling projects, and financial management. It caters to a diverse clientele, including real estate agents, home builders, insurance agents, property managers, and professional organizers, facilitating their ability to provide services to homeowners. Additionally, HomeZada allows homeowners to market their home's digital history when selling, akin to a CarFax for real estate, enhancing transparency for potential buyers. The platform also offers a professional app that serves as a client service and marketing solution for businesses in the real estate and home service sectors.
BB Energy
Debt Financing in 2022
BB Energy is an energy trading company that specializes in the trading and operations of various petroleum products. Its portfolio includes crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen, among other related products. The company offers comprehensive energy trading services, encompassing chartering, logistics, storage, refining, and financing, which support its trading operations. Through its expertise in these areas, BB Energy caters to a diverse range of customers, positioning itself as a key player in the energy sector.
Aequum Capital
Debt Financing in 2022
Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.
AutoCloud
Seed Round in 2022
AutoCloud is a software service focused on automating infrastructure management through its visible infrastructure management platform. The company aims to enhance cloud security and compliance by simplifying the process of Infrastructure as Code. Its platform offers comprehensive visualization tools that generate integrated diagrams and documentation, providing clarity regarding clients' services, including identity and access management. By leveraging GitOps and Terraform automation, AutoCloud eliminates barriers for users with varying levels of experience, facilitating real-time inventories and robust agentless monitoring services. This approach enables clients to effectively manage their cloud infrastructure with increased efficiency and reduced complexity.
Bilt Rewards
Venture Round in 2022
Bilt Rewards offers a rewards program that allows renters to earn points on rent and create a path towards homeownership. With an alliance of the U.S.' largest real estate owners, Bilt Rewards will enable renters in more than two million units across the country to earn points just by paying rent. Launched in June 2021, Bilt Rewards boasts one of the highest value rewards programs on the market today, including one-to-one point transfers for travel across over 100 major airlines and hotel partners; fitness classes at the country’s top boutique studios; limited-edition and exclusive collections of art and home decorations through the Bilt Collection, and the ability to use points for rent credits or towards a future down payment. Bilt has also partnered with Mastercard and Wells Fargo to create the Bilt Mastercard - the first and only credit card that can be used to pay rent with no fees. In October 2022, Bilt announced a valuation of $1.5 billion following a $150 million growth round to advance its loyalty program and credit card for renters.
BWX Technologies
Post in 2022
BWX Technologies, Inc. is a specialized manufacturer and service provider of nuclear components, primarily serving the U.S. government and the commercial nuclear power industry. The company operates through two main segments: Government Operations and Commercial Operations. The Government Operations segment focuses on supplying nuclear components, reactors, and fuel for the Department of Energy and defense applications, as well as providing services such as uranium processing and environmental site restoration. The Commercial Operations segment offers products and services for the commercial nuclear sector, including steam generators, reactor components, and medical radioisotopes. Founded in 1867 and headquartered in Lynchburg, Virginia, BWX Technologies was formerly known as The Babcock & Wilcox Company before rebranding in 2015. The company also engages in research and development activities related to advanced reactors and radioisotope applications, enhancing its role in the nuclear energy landscape.
Westrock Coffee
Post in 2022
Westrock Coffee Company, LLC is a comprehensive provider of coffee and tea solutions based in North Little Rock, Arkansas. Founded in 2009, the company specializes in coffee sourcing, roasting, and distribution, catering to a wide range of sectors, including retail, foodservice, convenience stores, and hospitality. Its product offerings include various coffee blends, teas, brewing equipment, and accessories. Westrock Coffee also engages in sustainable sourcing practices and provides supply chain management and product development services. The company serves clients globally and offers online sales, ensuring a broad market reach. Formerly known as Coffee Legends, LLC, Westrock Coffee has established itself as a key player in the coffee industry, focusing on quality and sustainability.
BigPanda
Series E in 2022
BigPanda, Inc. is a software development company that provides a data science platform for centralizing and correlating IT alerts, enabling IT operations teams to detect, investigate, and resolve incidents effectively. Founded in 2011 and headquartered in Mountain View, California, with an additional office in Tel Aviv, the company's platform utilizes artificial intelligence and machine learning to transform IT data into actionable insights. By consolidating alerts from various monitoring tools, BigPanda helps organizations understand the impact of IT issues on their business, automate incident management, and streamline fragmented IT operations. Its services are utilized by diverse industries, including retail, technology, and media, with clients such as Intel, TiVO, Turner Broadcasting, and Workday, aiming to enhance service availability, reduce operational costs, and support digital transformation initiatives.
SeaSpine Holdings
Post in 2022
SeaSpine Holdings Corporation is a medical technology company dedicated to designing, developing, and commercializing surgical solutions for spinal disorders. It offers a comprehensive range of orthobiologics and spinal implant products tailored for neurosurgeons and orthopedic spine surgeons performing fusion procedures across the lumbar, thoracic, and cervical spine. Its orthobiologics portfolio includes demineralized bone matrices, collagen ceramic matrices, and synthetic bone void fillers, which aim to enhance bone fusion rates in various orthopedic surgeries. Additionally, SeaSpine's spinal implant offerings include devices for spinal decompression, alignment, and stabilization, facilitating fusion in both complex and minimally invasive procedures. The company also collaborates with restor3d, Inc. to develop 3D-printed interbody devices. Headquartered in Carlsbad, California, SeaSpine operates in North America, Europe, Asia-Pacific, and Latin America, generating revenue through consignment and loaning of its products to hospitals and independent sales agents.
Pico
Private Equity Round in 2022
Pico is a prominent provider of technology services tailored for the financial markets sector. The company offers a comprehensive network platform that enables clients to access financial markets instantly. This platform is enhanced with advanced analytics and telemetry capabilities, ensuring transparency and low-latency solutions. Pico's innovative approach allows clients to operate efficiently and gain a competitive advantage in the rapidly evolving financial landscape. Its agile service delivery model further supports the needs of clients seeking to navigate the complexities of financial trading effectively.
Trovata
Series B in 2022
Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform leverages open banking and enterprise resource planning (ERP) integrations to streamline cash reporting, forecasting, and analysis. By utilizing direct APIs with major banks, Trovata enables companies to easily aggregate and normalize financial data, providing them with real-time insights into their cash flows. This automation helps organizations make informed financial decisions more swiftly and effectively, ultimately transforming their finance and treasury operations.
Rockrose
Debt Financing in 2022
Rockrose is a NYC owner-builder-manager with a name for architectural excellence, sensitivity to neighborhoods.
Talos
Series B in 2022
Talos Trading is an institutional technology infrastructure provider based in New York, co-founded in 2018 by Anton Katz and Ethan Feldman. The company specializes in offering a comprehensive crypto trading platform that supports the entire trading lifecycle, including price discovery, clearing, and settlement. Talos Trading provides solutions across spot, futures, and foreign exchange markets, leveraging institutional-grade technology to enable clients to stream real-time and request-for-quote prices. Additionally, the platform includes portfolio accounting tools and facilitates efficient settlement processes, connecting various participants within the crypto ecosystem.
Perrigo Company
Post in 2022
Perrigo Company plc is a prominent global healthcare supplier that specializes in the development, manufacture, and distribution of over-the-counter (OTC) and prescription pharmaceuticals, nutritional products, and active pharmaceutical ingredients. As the largest manufacturer of OTC pharmaceutical products for the store brand market, Perrigo has established itself as a leader in consumer health. The company has shifted its focus to consumer self-care since divesting its animal health and generic pharmaceuticals businesses in 2018. A significant portion of its sales is generated in North America, where it provides private-label consumer health goods to major retailers such as Walmart, Amazon, Costco, and CVS. Additionally, Perrigo operates in Europe, Australia, and parts of Asia, marketing national brands like Compeed, Solpadeine, Coldrex, and ellaOne. With a diverse product portfolio and a commitment to innovation, Perrigo serves customers worldwide.
Blackstone Products
Debt Financing in 2022
Blackstone Products is an e-commerce platform specializing in outdoor cooking appliances, particularly innovative griddles and their accompanying accessories. The company focuses on enhancing outdoor cooking experiences for families and large groups by offering portable equipment that allows for a diverse range of culinary options. In addition to its extensive product line, Blackstone Products provides a learning platform featuring cooking recipes, making outdoor cooking more enjoyable and accessible. By combining high-quality griddles with useful cooking resources, Blackstone Products aims to foster a community of outdoor cooking enthusiasts.
Octaura
Seed Round in 2022
Octaura is an electronic trading solution created by the industry – for the industry. Backed by eight major US financial institutions, Octaura has reimagined the way the syndicated loan and the CLO markets trade. Efficiency, transparency and simplicity are at the heart of what we do.
Smith Micro Software
Post in 2022
Smith Micro Software, Inc. is a software development company based in Pittsburgh, Pennsylvania, that specializes in enhancing mobile experiences for wireless and cable service providers globally. Founded in 1982, the company offers a range of solutions, including SafePath, which encompasses family location services and IoT applications for connected devices. Its SafePath Internet of Things platform allows mobile service providers to deliver connected experiences through various tracking devices and home security systems. Additionally, Smith Micro provides CommSuite, enabling users to manage voice messages and utilize voice-to-text services, as well as ViewSpot, a platform for retail display management that offers interactive demos and analytics. The company's focus on simplifying wireless connectivity positions it as a leader in delivering quality mobile experiences while optimizing network efficiency for service providers and enterprises.
Penelope
Pre Seed Round in 2022
Penelope is a self-service retirement platform tailored for small and micro businesses. The company offers a technology-driven solution that simplifies the process of establishing and managing retirement plans for busy entrepreneurs and business owners. By automating employee investing and reducing administrative burdens, Penelope streamlines costs and minimizes paperwork. Additionally, the platform provides educational resources to help employees better understand their retirement options, fostering informed decision-making.
How Women Lead
Grant in 2022
How Women Lead is a champion for promoting the voices of all women and propelling their leadership forward.
Miami Foundation
Grant in 2022
The Miami Foundation is an independent non-profit private foundation established in 1967 and based in Miami, Florida. It focuses on addressing social issues such as illiteracy, hunger, homelessness, poverty, and the arts. The foundation is dedicated to supporting small, historically disadvantaged, minority business owners through initiatives like the Miami Open for Business project, which aims to help these entrepreneurs acquire essential assets, including property, equipment, and technology. By fostering generational wealth and resilience within the community, the Miami Foundation plays a critical role in enhancing the economic landscape of Miami-Dade County. Its executive management team oversees the foundation's assets and strategic direction.
ConcertoCare
Series B in 2022
ConcertoCare is dedicated to delivering primary and complex care to seniors and other adult patients with unmet health and social needs. The company employs a tech-enabled, value-based care model that features three distinct in-home care approaches, all supported by its proprietary population health and analytics platform. ConcertoCare's interdisciplinary teams, led by experienced professionals in home-based geriatric medicine, digital health, palliative care, and healthcare analytics, utilize clinical decision support tools to enhance patient care. This innovative model aims to lower overall healthcare costs while improving health outcomes for its patients.
Nabors Industries
Post in 2022
Nabors Industries Ltd. is a prominent provider of drilling and drilling-related services for both land-based and offshore oil and natural gas wells. The company operates through five segments: U.S. Drilling, Canada Drilling, International Drilling, Drilling Solutions, and Rig Technologies. Nabors owns and operates the world's largest land-based drilling rig fleet and offers a range of services, including directional drilling operations, tubular running, and drilling instrumentation. Its technological innovations encompass measurement-while-drilling systems, automated drilling equipment, and advanced software solutions designed to optimize drilling performance. The company also manufactures a variety of drilling-related equipment, such as top drives, catwalks, and downhole tools. As of late 2019, Nabors had approximately 366 land-based rigs and 33 offshore rigs marketed across the United States and internationally. Founded in 1952 and headquartered in Hamilton, Bermuda, Nabors Industries continues to play a significant role in the global energy sector.
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