Triple Flag Precious Metals
Post in 2025
Triple Flag Precious Metals Corp is an emerging senior streaming and royalty company that focuses primarily on gold. The company operates a diversified portfolio of precious metal properties across various countries, including Australia, Canada, Colombia, Côte d'Ivoire, Honduras, Mexico, Mongolia, Peru, South Africa, and the United States. Triple Flag emphasizes adaptability and flexibility in structuring customized financing solutions to meet the specific needs of its mining partners. By fostering strong relationships and maintaining a distinct culture, the company has successfully sourced a significant number of its deal opportunities through referrals from existing counterparties and its extensive network, promoting direct discussions with potential partners rather than relying on competitive auction processes.
Luma Financial Technologies
Series C in 2025
Luma Financial Technologies is an independent financial technology company based in Cincinnati, Ohio, founded in 2018. It specializes in providing a multi-issue platform that supports banks, brokers, and dealers with an order entry system for structured products and annuities. Luma's platform enhances the capabilities of financial advisors by offering tools for learning, buying, creating, and tracking these investment products. It features automated tracking and performance reporting, management of custom structures, and various selling resources. Additionally, Luma emphasizes education and training, helping advisors improve their sales and marketing efforts to deliver optimal purchasing options to their clients. The company also offers post-sales support to ensure advisors and clients maximize their investment strategies throughout the product lifecycle.
Gurit Holding
Post in 2025
Gurit Holding AG is a prominent developer and innovator in the composites industry, recognized as a leading global supplier of composite materials and engineering services. The company specializes in the manufacture of composite tooling equipment, core kitting services, and pultruded structural profiles. Gurit operates through several segments, including Wind materials, Manufacturing solutions, and Marine and Industrial, with wind materials being the primary source of revenue. Geographically, the company has a diverse presence, serving markets in Europe, Asia, the Americas, and other regions worldwide.
Capital Markets Gateway
Series C in 2025
Capital Markets Gateway Inc. is a financial technology firm that specializes in modernizing the equity capital markets. Based in Chicago, Illinois, with additional locations in New York and Seattle, CMG offers a platform that provides real-time information and analytics to investors, underwriters, and issuers. Founded in 2015 and officially launched in 2017 by a team of experienced professionals, the platform enhances transparency and workflow efficiencies in capital raising activities. It enables users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions while facilitating collaboration between stakeholders. Currently, CMG's platform is utilized by over 100 buy-side firms and 10 investment banks, supporting a substantial amount of assets under management.
Nammu21
Venture Round in 2025
Nammu21, Inc. is a New York-based company founded in 2017 that specializes in developing a digitization and analytics platform. This platform is designed to deconstruct, digitize, and analyze complex interconnected transaction documents within the finance ecosystem. By facilitating access to and extraction of data, Nammu21 enables stakeholders to generate new value from previously inaccessible information. The company's tools aim to bridge the gap between traditional business practices and the evolving digital landscape, enhancing the transaction experience and process for clients by transforming intricate data structures into easily accessible formats.
Galderma is a global dermatology-focused company established in 1981, originally as a joint venture between Nestle and L'Oreal. It became a standalone entity in 2019 and is dedicated to providing innovative medical solutions for various dermatological conditions throughout the lifespan of individuals. With a workforce of approximately 6,600 employees and a presence in 80 countries, Galderma offers a diverse product portfolio that addresses issues such as acne, rosacea, psoriasis, and skin cancer. Key brands include Epiduo, Oracea, Differin, and Restylane, among others. The company emphasizes a science-based approach across multiple dermatology categories, including therapeutic solutions, dermatological skincare, and injectable aesthetics.
Celsius Holdings
Post in 2025
Celsius Holdings, Inc., established in 2004 and headquartered in Boca Raton, Florida, specializes in the development, marketing, and distribution of functional fitness beverages. The company offers a range of calorie-burning energy drinks under the Celsius brand, targeting consumers focused on fitness, weight loss, and active lifestyles. Its product portfolio includes various flavors of carbonated and non-carbonated beverages, as well as dietary supplements. Celsius distributes its products through a network of direct-store delivery distributors and retailers, including supermarkets, convenience stores, and gyms, both domestically and internationally.
Sarepta Therapeutics
Post in 2025
Sarepta Therapeutics is a biopharmaceutical company headquartered in Cambridge, Massachusetts, that specializes in the discovery and development of precision genetic medicines targeting rare diseases. Founded in 1980, the company employs innovative approaches such as gene therapy, RNA-targeted exon skipping, and gene editing to create novel treatments. Sarepta focuses on addressing unmet medical needs through its proprietary RNA-targeted technology platforms, which facilitate the rapid development of drug candidates. While the company targets a broad range of diseases, most of its product candidates are currently in the early stages of development. To support its manufacturing needs, Sarepta collaborates with third-party contractors.
Hypori is a veteran-owned small business specializing in secure data access at the edge through its zero-trust SaaS solution, Hypori Halo. This innovative technology enables businesses and government agencies to safeguard their data by ensuring that it remains protected while in transit or at rest. Hypori Halo provides remote access to cloud-based enterprise applications and creates a secure, private virtual workspace accessible from any endpoint device. This unique virtual workspace ensures complete separation between personal and corporate data, effectively minimizing liability and security risks. By delivering a truly secure Bring Your Own Device (BYOD) solution, Hypori prioritizes user privacy while allowing for efficient business operations on mobile devices without leaving any digital footprints.
Endowus
Venture Round in 2025
Endowus is a financial advisory and personalized investment company focused on helping clients grow their wealth. It offers access to institutional share-class funds typically reserved for large investors, allowing retail investors to benefit from lower fees associated with institutional-level investments. The company provides a comprehensive service that includes financial advice, investment management, portfolio rebalancing, and brokerage services, all under a single access fee. By connecting clients with funds managed by reputable global investment management firms, Endowus aims to deliver attractive returns and financial growth opportunities that are usually unavailable to individual investors.
Carlyle Group
Post in 2024
The Carlyle Group, established in 1987, is a global alternative asset manager with a diverse investment portfolio. Headquartered in Washington, D.C., the firm invests in corporate private equity, real assets, global market strategies, and investment solutions. Carlyle's private equity investments span various sectors, including aerospace, defense, healthcare, technology, and retail, among others. The firm manages multiple fund families, catering to early and later-stage companies, and employs a long-term value creation strategy. Carlyle's real estate investments focus on opportunistic and core funds, targeting sectors such as industrial, manufacturing, and commercial services. The firm's global presence extends to North America, Europe, Asia, and Japan, with regional offices in key financial hubs.
Capitolis
Funding Round in 2024
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.
La Doria
Debt Financing in 2024
La Doria S.p.A. is an Italian food production company based in Angri, Italy, established in 1954. It specializes in the production and marketing of a wide range of food products, including tomato-based items, fruit juices, canned vegetables, and ready-made sauces. Its offerings encompass boiled legumes, baked beans, cooked pulses, canned pasta, and various sauces such as meat-based, pesto, and dressings. La Doria markets its products under several brand names, including La Doria, La Romanella, and Vivi G, primarily through retailers and distribution chains. The company has a significant presence not only in Italy but also operates in international markets, including the United Kingdom, Japan, Australia, and Scandinavian countries.
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.
Backbone
Debt Financing in 2024
Backbone Art SA operates a platform that connects professional photographers and videographers with businesses and consumers for various visual projects, including real estate photography, event documentation, and food product imaging. The platform offers comprehensive tools for booking, content hosting, post-production, invoicing, and payment processing, enabling users to efficiently order, store, and manage their visual assets. Targeting real estate companies, international event planners, and global marketplaces, Backbone facilitates collaboration among internal teams and external stakeholders. Headquartered in Geneva, Switzerland, the company also has an office in Berlin, Germany.
AVIC Helicopter is a manufacturer and developer in the domestic helicopter industry that specialises in designing, developing, and producing helicopters, airplane parts, and aviation-related products. The company offers a comprehensive range of civil helicopters, general aircraft, and aviation solutions, including new energy aircraft and electric vertical take-off and landing (eVTOL) aircraft. With a focus on high-end equipment manufacturing, AVIC Helicopter serves government, corporate, and consumer markets.
Neustark
Debt Financing in 2024
Neustark is a company focused on promoting sustainable construction practices by enabling zero-emissions concrete production. It captures carbon dioxide emissions from the atmosphere and transforms them into limestone, a material that can replace cement and sand, which are significant cost contributors in concrete manufacturing. Additionally, Neustark offers services that allow for the recycling of construction waste by decomposing it into its original carbonate powder and gravel components. This process not only reuses materials but also helps reduce the overall carbon footprint of concrete production, positioning Neustark as a key player in the movement towards environmentally friendly construction solutions.
kitchen garden plant center
Grant in 2024
The kitchen garden plant center is more than simply a food lover; we care about our natural environment, and the more we observe environmental damage, the more passionate we get about cultivating delicious plants for a sustainable future that will sustain not only ourselves but also the species around us.
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.
QUMEA
Debt Financing in 2024
Qumea is a medical technology company that specializes in discreet patient monitoring, focusing on fall prevention and mobility tracking within hospitals and care institutions. By integrating artificial intelligence with advanced 3D radar technology, Qumea offers an innovative solution that enhances patient safety while alleviating the burden on caregivers. Their system utilizes a three-dimensional radar sensor combined with cloud-based applications to create a seamless early-warning mechanism. This technology not only supports caregivers in effectively preventing falls but also contributes to significant cost savings for healthcare facilities.
Office Properties Income Trust
Post in 2024
Office Properties Income Trust is a real estate investment trust based in the United States that primarily owns single-tenant office buildings, as well as multitenant properties. The company's portfolio is largely leased to tenants with high credit quality, including the U.S. government, which serves as its largest tenant, along with smaller government entities and corporations. The properties are located across various regions in the United States, and the company's operations focus solely on the direct ownership of these real estate assets.
QuMei Home Furnishings Group Company
Post in 2024
QuMei Home Furnishings Group Company is a prominent player in the Chinese furniture industry, specializing in the design, manufacturing, and marketing of medium to high-end civilian furniture and related home products. The company offers a diverse range of products, including solid wood furniture, man-made board furniture, and integrated furniture solutions. QuMei’s offerings are categorized into custom furniture, finished furniture, and home accessories, with further classification based on materials such as solid wood and board wood. By providing a comprehensive assortment of furnishings, QuMei aims to create complete home solutions for consumers, addressing various aesthetic and functional needs in home decoration and design.
Axis Bank, established in 1994 and headquartered in Mumbai, India, is the third largest private sector bank in the country. The bank offers a wide range of financial products and services, including personal loans, car loans, savings accounts, credit cards, education loans, trade and forex services, and internet banking. It has expanded its international presence with eight offices located in key global financial centers, including Singapore and Dubai, and a subsidiary in London. These international offices primarily focus on corporate lending, trade finance, syndication, investment banking, and liability businesses. Over the years, Axis Bank has shown consistent growth and stable asset quality, positioning itself as a significant player in the Indian banking sector.
Terratai
Seed Round in 2023
Terratai is a venture builder specializing in nature-based solutions, primarily focusing on the food system's challenges that contribute to ecosystem and biodiversity loss. It operates by providing early-stage financing, customized company-building services, and expert guidance in nature-based technology to scalable startups, enabling them to grow and receive long-term support.
Shanghai Putailai New Energy Technology
Post in 2023
Putailai New Energy Technology is a manufacturer of lithium battery anode material. Their products include silicon oxide, silicon carbon, hard carbon, and membrane materials. They also provide automation equipment related products.
alao AG
Debt Financing in 2023
alao is here to help end customers finding the right mobile subscription, TV and internet plan for their needs, while saving time and money. On B2B level, alao offers an integration for third-party, non-telco resellers (digital or POS) to sell alao's well-curated products. alao provides retailers with access to the telco market, as well as the technology and infrastructure to sell plans to their customer base.
rready
Debt Financing in 2023
rready is a company that offers a SaaS platform focused on innovation management, designed to engage employees by fostering their ambition and creativity. The platform provides strategic and practical support for organizations aiming to transform their workplace culture and drive business impact. By integrating a gamified offline experience with a scalable online component, rready enhances employee-driven innovation and facilitates the execution of ideas in an enjoyable and educational manner. This approach enables clients to cultivate and expand intrapreneurship initiatives, thereby improving their employer branding and promoting a sustainable culture of innovation within their organizations.
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.
SWISSto12
Venture Round in 2023
SWISSto12 SA is a Swiss company that specializes in the manufacture and supply of radio frequency (RF) and microwave components and systems. Founded in 2011 as a spin-off from the Swiss Federal Institute of Technology in Lausanne, the company is based in Renens, Switzerland, with additional offices in Santa Clara, California, and Rehovot, Israel. SWISSto12 offers a range of products including various types of horn antennas, airborne antenna arrays, waveguide antennas, and custom-designed antennas and filters. The company is known for its innovative use of metal-coated 3D printing technology, which enhances design flexibility while reducing costs, lead times, and weight. Its offerings extend to polymer and metal waveguide products, as well as integration and testing services. SWISSto12 serves clients in satellite communications, airborne satellites, and research centers, and is also developing software solutions for material properties extraction.
Smino
Private Equity Round in 2023
Smino is a cloud-based platform specifically designed for the construction industry, offering comprehensive tools for project management and collaboration. The software enables users to efficiently manage various aspects of construction projects, including contact management, document management, and defect management. This allows clients to maintain and update their profiles and project data autonomously, ensuring that all information remains accurate and accessible. By providing a centralized source of truth, Smino enhances transparency and communication among project stakeholders, facilitating smoother workflows and improved project outcomes.
Max Financial Services
Post in 2023
Max Financial Services, a subsidiary of the US $3.2 billion Max Group, operates as a holding company based in Noida, India. It manages a diverse portfolio, including packaging films, real estate, and business investments. Notably, it serves as the parent company of Max Life, actively managing a 72% stake in Max Life Insurance Co. Ltd, a joint venture with Mitsui Sumitomo Insurance. Max Financial Services' primary revenue driver is its life insurance segment.
DFD is a high-tech enterprise based in China that specializes in the research, development, production, and sale of high-performance inorganic fluorides. The company, previously known as Do-Fluoride Chemicals Co Ltd, focuses on delivering fluoride products that serve various industries, including aeronautics, astronautics, electronics, and agriculture. By prioritizing innovation and quality, DFD aims to meet the diverse needs of its clients across these sectors.
Breal Zeta
Debt Financing in 2023
Breal Zeta CF is a specialist asset-based lender that offers tailored solutions to help businesses achieve their goals. With a focus on providing businesses with the necessary funding to grow and succeed, Breal Zeta CF works closely with clients to understand their unique needs and provide customized financing options. By leveraging their expertise in asset-based lending, Breal Zeta CF helps businesses access the capital they need to fuel their ambitions and drive success.
Endowus is a financial advisory and personalized investment company focused on helping clients grow their wealth. It offers access to institutional share-class funds typically reserved for large investors, allowing retail investors to benefit from lower fees associated with institutional-level investments. The company provides a comprehensive service that includes financial advice, investment management, portfolio rebalancing, and brokerage services, all under a single access fee. By connecting clients with funds managed by reputable global investment management firms, Endowus aims to deliver attractive returns and financial growth opportunities that are usually unavailable to individual investors.
MerQube is a cloud-native indexing platform that specializes in the design, calculation, and dissemination of financial indices at scale. The company offers a diverse range of indices across various sectors, including equities, futures, options, and environmental, social, and governance (ESG) criteria. MerQube provides not only robust financial indices but also custom calculation services and historical performance data, catering to the needs of financial professionals. With a strong focus on areas such as market-capitalization weighted indices, risk-premia, volatility, and thematic indices, MerQube combines technological innovation with expert knowledge to support research and development, index construction, product launches, and compliance within the indexing space.
Numarics
Seed Round in 2023
Numarics is Switzerland's first fully digital accounting ecosystem, designed to simplify business management for entrepreneurs through a mobile-first approach. Launched in 2020, the platform offers a comprehensive suite of services, including accounting, payroll, tax returns, invoicing, and document management, all streamlined within a single application accessible via web or mobile. Developed by experts in accounting, digitalization, artificial intelligence, and auditing, Numarics aims to eliminate bureaucratic hurdles and repetitive manual tasks, enabling real-time accounting that allows businesses to efficiently manage transactions and maintain accurate financial records. This innovative ecosystem fosters transparency and accessibility, integrating seamlessly into the daily operations of modern entrepreneurs.
Enterprise Bot
Debt Financing in 2023
Enterprise Bot GmbH is a company that specializes in developing artificial intelligence-powered chatbots aimed at automating customer interactions for enterprises. Founded in 2017 and headquartered in Zug, Switzerland, with an additional office in Bengaluru, India, the company offers a range of products, including chatbots for sales and customer service, email triage bots, and scheduling assistants. Enterprise Bot's solutions are particularly tailored for financial institutions and insurance enterprises, helping to enhance customer experience while significantly reducing operational costs and wait times. By providing a multi-platform messenger that allows for natural language communication, the company enables businesses to effectively address a wide array of customer needs and queries.
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.
Credit Suisse
Acquisition in 2023
Credit Suisse, established in 1856, is a global financial services firm headquartered in Zurich, Switzerland. It operates through three primary divisions: Private Banking, Investment Banking, and Asset Management. The company provides a wide array of financial products and services, including equity and debt underwriting, mergers and acquisitions advisory, corporate sales and restructurings, and securities sales, trading, and execution. Credit Suisse serves a diverse range of clients, from corporations and governments to institutional investors, across various industries such as materials, technology, healthcare, energy, and financial services. Its global presence and integrated bank strategy enable it to cater to complex client needs and deliver innovative, integrated financial solutions.
Selfrag
Debt Financing in 2023
Selfrag AG is a Swiss company founded in 2007, specializing in the development and marketing of high voltage electric pulse generators and electric pulse disaggregation (EPD) systems. The company focuses on selective fragmentation of solid materials, offering solutions that reduce energy consumption compared to traditional crushing and grinding methods. Its product lineup includes laboratory systems for selective fragmentation, a rod crusher designed for fragmenting mono and poly-crystalline silicon with minimal contamination, and Scoria, a modular production system for transporting and fragmenting bulky materials like rock and concrete. Selfrag serves a diverse range of industries, including geosciences, recycling, and mining, and has established over 40 installations worldwide. The company aims to provide advanced processing solutions that enhance material recovery and sustainability in the mineral processing sector.
Droit is a technology company that specializes in developing mission-critical solutions for global financial institutions to enhance regulatory compliance and real-time controls. Founded by experienced professionals from trading, quantitative analysis, e-commerce, and technology sectors, Droit's flagship product, Adept, is an innovative platform that enables intelligent decision-making in complex rule-driven environments. Adept facilitates pre-trade and post-trade controls, transaction permissibility evaluations, and compliant regulatory reporting across various asset classes and regulators.
Supernus Pharmaceuticals
Post in 2023
Supernus Pharmaceuticals, Inc. is a specialty pharmaceutical company dedicated to developing and commercializing products aimed at treating central nervous system (CNS) diseases, particularly neurological and psychiatric disorders. With over 20 years of experience in product development, the company has established a robust portfolio that includes approved treatments for conditions such as epilepsy, migraine, attention-deficit hyperactivity disorder (ADHD), and various symptoms associated with Parkinson's disease. Notable products include Trokendi XR and Oxtellar XR, which are utilized for epilepsy management, as well as Qelbree for ADHD. Supernus is also actively advancing product candidates in late-stage development, such as SPN-538 and Epliga, to further address significant market needs within the CNS therapeutic area.
Carbonplace
Seed Round in 2023
Carbonplace is a carbon credit transaction network that facilitates the secure and transparent transfer of certified carbon credits. The company has developed a settlement platform designed for the efficient transfer and settlement of voluntary carbon credits. This platform serves as a central hub, connecting various exchanges, marketplaces, and registries globally. By partnering with banks, Carbonplace enhances access to liquidity in the voluntary carbon market, allowing businesses to streamline the purchase of carbon credits and support their transition to a net-zero future.
Gerald Group
Debt Financing in 2023
Gerald Group is a prominent global commodity trading company that specializes in the physical merchanting, development, and trade of metal products and raw materials. Founded in 1962 and headquartered in Stamford, Connecticut, with additional offices in Morges, Switzerland, and Shanghai, China, the company provides a wide range of nonferrous and precious metals, including copper, aluminum, gold, and silver. Gerald Group serves various sectors, including metal producing, refining, smelting, and banking, by offering services such as commodity trading, logistics, storage, and risk management solutions. The company also engages in project financing, lending, and marketing strategy advisory. Through its strategic partnership with Pengxin International Mining Company, Gerald Group enhances its ability to deliver diverse resources to miners, processors, industrial consumers, and major financial institutions.
Zaphiro Technologies is a company specializing in the development of advanced monitoring and automation systems for electrical distribution grids. Founded in April 2017 as a spin-off from the Swiss Federal Institute of Technology in Lausanne, it was established by researchers Paolo Romano, Marco Pignati, and Lorenzo Zanni. The company's technology provides real-time visibility into energy flows within the grid and includes capabilities for accurately locating faults. By utilizing distributed sensing and a central grid controller, Zaphiro enhances the efficiency and profitability of grid operations, enabling clients to integrate renewable energy sources and electric vehicles effectively. The company's solutions help utilities respond swiftly to electrical faults, thereby minimizing the impact of power outages and transitioning grids from passive to proactive management.
Shield is a communication compliance platform that focuses on automating the entire communications compliance life cycle for financial organizations. The platform captures, archives, analyzes, and investigates interactions across various communication channels to mitigate risk and enhance surveillance efficiency. By leveraging artificial intelligence, natural language processing, and visualization capabilities, Shield enables organizations to manage and control their communication data effectively. Established as a bootstrapped company, Shield has successfully implemented its solution at top-tier banks and operates with a team of 25 across offices in Israel, London, and Copenhagen.
Houzy
Venture Round in 2022
Houzy AG is a Swiss company founded in 2017 that operates a digital platform tailored for homeowners. The platform offers a comprehensive toolset designed to assist users in managing various aspects of homeownership. Through its personal house cockpit, homeowners can track and optimize annual costs, assess the condition of their property, and calculate market value and renovation expenses. Additionally, the platform facilitates comparisons of mortgage options and provides data-driven recommendations, allowing users to make informed financial decisions regarding their homes. By bringing all relevant stakeholders together digitally, Houzy aims to simplify the homeownership experience, ultimately saving users money, time, and effort.
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.
Armalytix
Seed Round in 2022
Armalytix is a company dedicated to combating financial crime and protecting consumers through innovative technology solutions. It specializes in developing data intelligence software that leverages open banking principles to deliver comprehensive financial insights. The company's tools are designed to seamlessly integrate into existing workflows, automating verification processes for account holders and payments. This not only helps firms meet compliance obligations but also enhances customer experiences by providing secure and efficient access to financial information directly from banks. Armalytix's mission is to create a significant positive impact on society by preventing the exploitation of vulnerable individuals and safeguarding consumers from poor financial decisions.
Ethic is a technology company that specializes in developing a data-driven platform aimed at simplifying financial planning services and portfolio management. The platform utilizes advanced investment consulting technology to create sustainable portfolios that minimize tracking error relative to established benchmarks. This functionality supports family offices, health advisers, and endowment foundations in delivering tailored sustainability insights and constructing optimized passive portfolios for their clients. Through its innovative approach, Ethic enhances the financial planning process by integrating sustainability considerations into investment strategies.
Wealthfront
Convertible Note in 2022
Wealthfront Inc. is a privately owned investment manager based in Redwood City, California, specializing in automated wealth management services. The company focuses on helping individuals, particularly young professionals and families, build long-term wealth through a combination of diversified investing, high-yield savings, and low-cost loans. Wealthfront's mobile application functions as a robo-advisor, providing users with access to investment strategies and comprehensive financial planning services. The firm leverages in-house research to guide its investments in public equity, fixed income funds, mutual funds, and exchange-traded funds. With over 500,000 clients in the United States, Wealthfront manages more than $30 billion in assets and has received numerous accolades for its innovative financial products and services.
Nogin is a software company specializing in commerce solutions for brands in fashion, CPG, beauty, health, and wellness sectors. It offers an Intelligent Commerce platform, a cloud-based e-commerce environment that enables brands to manage their online sales and operations efficiently. The platform provides a range of services, including storefront creation, order management, catalog maintenance, fulfillment, returns management, customer data analytics, and marketing optimization. Clients use Nogin's technology to drive growth in gross merchandise value, enhance customer engagement, and reduce costs. The company generates revenue through its Commerce-as-a-Service (CaaS) model and product sales.
Flushing Bank
Post in 2022
Flushing Bank, established in 1929 and headquartered in Uniondale, New York, is a New York State chartered commercial bank insured by the Federal Deposit Insurance Corporation. It caters to a diverse clientele, including consumers, businesses, professionals, and public entities, providing a comprehensive range of financial services. These services encompass deposit accounts, loan solutions, mortgage options, equipment finance, and cash management. Flushing Bank operates 17 banking offices across Queens, Brooklyn, Manhattan, and Nassau County and also features an online banking division, iGObanking.com®, which offers competitively priced deposit products to customers nationwide.
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.
Steadfast Group
Post in 2022
Steadfast Group Limited is a prominent insurance brokerage company based in Sydney, Australia, providing general insurance brokerage services across Australasia, Asia, and Europe. Founded in 1996, it operates the largest general insurance broker network in Australia and New Zealand, comprising 458 brokers and approximately 1,900 offices. The company offers a wide range of business and personal insurance services and also engages in insurance underwriting through its 25 underwriting agencies. Steadfast Group generates substantial revenue, with its network of brokers producing over AUD 13 billion in gross written premium annually. Additionally, the company consolidates equity interests in insurance broker businesses and co-owns underwriting agencies to enhance its service offerings.
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.
Kreedo Early Childhood Solutions
Seed Round in 2022
Kreedo is an Edtech company that offers customers an end-to-end solution, from naming their preschool, marketing support, layout, admissions process, and so on, to running a premium preschool, which includes curriculum, educational materials, teacher and owner training, and assessment solutions.
Shenzhen Dynanonic Co., Ltd., established in January 2007, specializes in the development and industrialization of nanomaterials, focusing on nano-scale lithium-ion battery materials. The company integrates research and development with production and sales, positioning itself as a national high-tech enterprise. Headquartered in Nanshan District, Shenzhen, Dynanonic operates R&D and production facilities in Foshan City, Guangdong Province, Feicheng City, Shandong Province, and Pingshan District, Shenzhen. Through its commitment to advancing nanotechnology, Dynanonic aims to contribute to various industrial applications and innovations in energy storage solutions.
McAfee
Debt Financing in 2022
McAfee is a cybersecurity company founded in 1987 in Santa Clara, California. It specializes in providing comprehensive security solutions that cater to consumers, businesses, and government entities. McAfee's offerings include advanced antivirus and antimalware software, network security, and cloud security solutions that protect against a wide range of online threats such as viruses, malware, phishing, and identity theft. The company's technology leverages McAfee Global Threat Intelligence to proactively defend users from emerging security threats. Additionally, McAfee provides a centralized management system known as the McAfee ePolicy Orchestrator, which simplifies the oversight of security infrastructures across various environments. For individual consumers, McAfee offers products like McAfee Total Protection and McAfee LiveSafe that secure personal devices, including mobile phones, tablets, and computers. With a focus on education and support, McAfee also delivers professional services to help clients effectively implement and manage their security solutions.
Trust & Will
Venture Round in 2022
Trust & Will is an online platform that simplifies estate planning by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating estate plans or settling the estates of their loved ones. The platform offers an easy, fast, and secure way to establish wills, trusts, and other legal documents, allowing clients to save on legal fees while ensuring their wishes are properly documented. Trust & Will employs bank-level encryption to protect customer data and adheres to high security standards, including SOC 2 and HIPAA compliance. The company is recognized as the official estate planning benefit provider for AARP members and collaborates with various leading financial institutions to promote its mission of helping families leave their legacies.
Dodge Data & Analytics
Debt Financing in 2022
Dodge Data & Analytics is a leading provider of commercial construction project data and analytics services in North America. The company specializes in delivering comprehensive and verified construction project information, enabling building product manufacturers, architects, engineers, and contractors to identify growth opportunities and enhance their business strategies. Dodge offers a range of services, including market forecasting and workflow integration solutions, which assist construction professionals in targeting prospects, sizing markets, and developing key relationships essential for success. With a legacy spanning over 125 years, Dodge is focused on continuous innovation to address the evolving challenges in the construction industry, helping its customers navigate their markets and optimize their sales efforts effectively.
iCapital Network
Venture Round in 2021
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.
Endowus
Venture Round in 2021
Endowus is a financial advisory and personalized investment company focused on helping clients grow their wealth. It offers access to institutional share-class funds typically reserved for large investors, allowing retail investors to benefit from lower fees associated with institutional-level investments. The company provides a comprehensive service that includes financial advice, investment management, portfolio rebalancing, and brokerage services, all under a single access fee. By connecting clients with funds managed by reputable global investment management firms, Endowus aims to deliver attractive returns and financial growth opportunities that are usually unavailable to individual investors.
TESVOLT
Funding Round in 2021
TESVOLT GmbH, founded in 2014 and based in Wittenberg, Germany, specializes in the manufacture of lithium battery storage systems aimed at the commercial and industrial sectors. The company is recognized as a leader in energy storage solutions within Germany and Europe, focusing on enabling businesses to reduce their energy dependency and contribute to the energy transition. TESVOLT produces intelligent storage systems with capacities ranging from 10 kilowatt-hours to multiple megawatt-hours, ensuring high quality and TÜV-certified safety. Its products can integrate with various renewable energy sources, including solar, wind, and biogas. The company operates a carbon-neutral gigafactory for series production and has received numerous accolades for its innovations, including the German Entrepreneur Award and the TOP 100 “Innovator of the Year.” Co-founders Daniel Hannemann and Simon Schandert leverage their extensive experience in the photovoltaic sector to advance the development of economical and efficient storage solutions.
Tiki is an e-commerce company that operates a comprehensive platform offering a diverse array of products across multiple categories, including electric appliances, fashion accessories, mobile devices, and health products. With a catalog of over 300,000 items, Tiki partners with various global brands to enhance its product offerings. The company emphasizes customer satisfaction through efficient logistics and reliable customer service, creating a secure and convenient shopping experience that allows customers to explore and purchase a wide variety of products from a single, user-friendly platform.
PROtalento
Seed Round in 2021
PROtalento is an edtech company focused on guiding individuals in Latin America and the Caribbean in their career development. The company provides a specialized platform that offers private educational and training services, including various workshops and programs aimed at enhancing skills in high-demand industries. Utilizing digital content, PROtalento employs videos and interactive simulations to improve language proficiency and make learning engaging and practical. This approach allows job seekers to receive personalized support, with the option to pay for services after achieving their employment goals, thereby making career advancement more accessible and affordable.
Lynk is a developer of an artificial intelligence-driven knowledge networking platform designed to enhance the potential of knowledge workers globally. It provides a single login through which users can access diverse opportunities and private marketplaces organized by various companies and organizations. Lynk focuses on offering credentials for expertise and experience, along with workflow tools that streamline engagements. The platform facilitates a networked marketplace that aims to unlock the economic potential of modern work environments. With operations in major cities such as New York, Toronto, Singapore, Hong Kong, and Mumbai, Lynk collaborates with hundreds of enterprises, including Fortune 500 companies and high-growth startups. The platform features tens of thousands of advisory, project, part-time, and full-time opportunities daily, all underpinned by ISO27001 certification, ensuring robust security and reliability.
iCapital Network
Series C in 2021
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.
Endowus is a financial advisory and personalized investment company focused on helping clients grow their wealth. It offers access to institutional share-class funds typically reserved for large investors, allowing retail investors to benefit from lower fees associated with institutional-level investments. The company provides a comprehensive service that includes financial advice, investment management, portfolio rebalancing, and brokerage services, all under a single access fee. By connecting clients with funds managed by reputable global investment management firms, Endowus aims to deliver attractive returns and financial growth opportunities that are usually unavailable to individual investors.
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.
BYJU'S is a prominent global ed-tech company founded in India in 2011, dedicated to providing adaptive and engaging learning solutions to over 150 million students worldwide. The company aims to make high-quality education accessible to learners of all ages through its flagship product, BYJU's: The Learning App, and a diverse portfolio that includes brands such as Disney-BYJU's Early Learn, BYJU's FutureSchool, and WhiteHat Jr. BYJU'S employs personalized learning methodologies that cater to individual learning styles and paces, supported by a network of over 12,000 teachers. The platform utilizes original content, watch-and-learn videos, animations, and interactive simulations to create a contextual and practical learning experience. Additionally, BYJU'S has formed innovative partnerships with major companies like Disney and Google to enhance engagement. Headquartered in India, BYJU'S operates in more than 21 countries and offers programs in over 8 languages, further solidifying its position as a leader in the education technology sector.
Bukalapak
Venture Round in 2021
Bukalapak is an Indonesian e-commerce platform founded in 2010 and headquartered in Jakarta Raya. It offers a diverse range of consumer products, including electronics, cosmetics, and apparel, through its online shopping portal. The platform is designed to facilitate easy returns and provides flexible payment options such as cash on delivery, credit or debit card transactions, and net banking. Bukalapak aims to enhance the shopping experience for consumers by enabling them to easily find and purchase a wide variety of commercial and personal products.
ConsenSys
Convertible Note in 2021
ConsenSys, established in 2015 by Ethereum co-founder Joseph Lubin, is a leading Ethereum software company focused on Web3. It offers a suite of products, including Infura, Quorum, Truffle, Codefi, MetaMask, and Diligence, which serve millions of users and support billions of blockchain-based queries. ConsenSys enables developers and enterprises worldwide to build next-generation applications and access the decentralized web, fostering business adoption and growth of the Ethereum ecosystem. Additionally, ConsenSys Academy, its educational arm, bridges the Ethereum knowledge gap globally for ecosystem development.
Swixx Biopharma
Debt Financing in 2021
Swixx Biopharma is a specialized company that provides comprehensive representation for biopharma, over-the-counter (OTC), and medical device firms in Central and Eastern Europe (CEE). Founded in 2014 and based in Baar, Switzerland, Swixx Biopharma operates fully-owned affiliates across various CEE countries, including Albania, Bulgaria, Poland, and Romania, among others. The company aims to fill the gap left by multinational corporations that choose not to enter or exit specific markets or therapeutic areas. With a focus on rare diseases, oncology-hematology, specialty treatments, and self-medication, Swixx Biopharma leverages its research expertise to deliver effective health solutions tailored to the needs of the region.
Candidly is a company focused on simplifying student debt repayment and refinancing for employers through a software-as-a-service (SaaS) model. Founded by former Google employee, Candidly aims to assist organizations in providing effective benefits that help employees manage and reduce their student debt burdens. By offering innovative solutions, Candidly empowers companies to support their workforce in achieving financial well-being and securing a more stable future.
Equity Invest
Private Equity Round in 2021
Equity Invest is a private investment holding company. They offer investment strategies to companies that are looking to grow and expand. Typically they will invest between 2 - 200 million and have a focus on sectors including energy, defense, manufacturing, pharmaceuticals, engineering, tech and and private companies.
Containerizing the last-mile of logistics and delivery.
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.
Thrasio
Debt Financing in 2021
Thrasio is a consumer goods company focused on making popular products widely available. It identifies and acquires established brands that sell well-loved items, leveraging data science, logistics expertise, and marketing strategies to expand product offerings and reach customers globally. Thrasio has acquired over 200 brands, offering thousands of high-quality products, and is recognized as one of the top three sellers on Amazon. The company aims to enhance every moment for consumers through continuous improvement in brand growth, item listings, and product development.
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.
REEF
Private Equity Round in 2020
REEF, established in 2013, operates a network of 4,500 urban logistics and mobility hubs across North America, with a team of 15,000 associates serving 200 cities. The company transforms underutilized urban spaces into neighborhood hubs, offering parking, micro-fulfillment, and delivery solutions. REEF's technology-driven infrastructure reduces traffic congestion and promotes sustainability by providing buffering zones for delivery and rideshare vehicles. Each REEF hub serves as a connected ecosystem, enabling efficient last-mile delivery of goods and services to densely populated areas.
Ellucian
Debt Financing in 2020
Ellucian specializes in providing integrated software and professional services tailored for the higher education sector. With over 40 years of experience, the company offers a comprehensive suite of solutions, including student information systems, finance and human resources systems, as well as tools for recruiting and retention. These resources are designed to streamline campus operations and enhance the overall efficiency of educational institutions. Serving 2,400 institutions across 40 countries, Ellucian focuses on enabling students, faculty, and staff to achieve their goals effectively while minimizing risks associated with campus management.
Altitude Infrastructure
Funding Round in 2020
Altitude Infrastructure, founded by Jean-Paul Rivière in 1990, specializes in designing, building, operating, and marketing telecommunications networks. The company caters to diverse community needs, particularly in low to medium density areas, offering high-speed broadband solutions via wireless and wireline technologies such as fiber optic, xDSL, WiMAX, and WiFi. Altitude Infrastructure works closely with local authorities to address complex land use requirements.
Gnubiotics Sciences
Debt Financing in 2020
Gnubiotics Sciences SA is a biotechnology company based in Epalinges, Switzerland, focused on developing microbiome-modulating products for both humans and animals. Founded in 2016, the company specializes in producing glycans that enhance microbiome diversity and promote gut health. One of its notable products, AMObiomeTM, serves as a natural ingredient aimed at improving microbiome balance and overall wellness. Gnubiotics is also engaged in creating functional and structural mimics of Human Milk Oligosaccharides, which are designed to replicate the beneficial properties of breast milk. These innovations are intended to prevent infections, combat diet-induced obesity, and support immune health by nurturing a diverse microbiome.
Contemporary Amperex Technology
Post in 2020
Contemporary Amperex Technology Co., Limited, founded in 2011 and headquartered in Ningde, China, is a leading global manufacturer of lithium-ion batteries, specializing in electric vehicle (EV) and energy storage solutions. The company develops and produces batteries for a variety of applications, including electric passenger vehicles, buses, trucks, and specialized vehicles. Additionally, its energy storage systems are designed for use in renewable energy applications, grid frequency modulation, and residential and commercial energy storage. CATL is recognized for its innovative technologies, focusing on enhancing energy density, safety, and charging speed. The company's operations encompass a full industry chain, including battery materials, cells, management systems, and recycling, ensuring a sustainable lifecycle for battery products. Through its initiatives, CATL supports the transition to green energy and transportation.
Houzy
Venture Round in 2020
Houzy AG is a Swiss company founded in 2017 that operates a digital platform tailored for homeowners. The platform offers a comprehensive toolset designed to assist users in managing various aspects of homeownership. Through its personal house cockpit, homeowners can track and optimize annual costs, assess the condition of their property, and calculate market value and renovation expenses. Additionally, the platform facilitates comparisons of mortgage options and provides data-driven recommendations, allowing users to make informed financial decisions regarding their homes. By bringing all relevant stakeholders together digitally, Houzy aims to simplify the homeownership experience, ultimately saving users money, time, and effort.
Cloud9 Technologies
Series B in 2020
Cloud9 Technologies, LLC is a cloud communications service provider that specializes in delivering high-performance voice, messaging, and collaboration solutions tailored for distributed workgroups and teams. Established in 2014 and headquartered in New York, the company offers several key products, including C9Trader, which provides a secure voice and messaging solution specifically designed for the institutional trading community. This platform enhances communication among traders while eliminating the complexities and costs associated with traditional telephone systems. Additionally, Cloud9 Technologies offers a voice transcription solution that converts speech from trading recordings into text, enabling firms to gain insights from their voice data. The company also features C9 Communities, which fosters connections among business teams and enhances collaboration. With regional offices in Singapore and the United Kingdom, Cloud9 Technologies operates as a subsidiary of JPMorgan Chase Holdings LLC.
iCapital Network
Venture Round in 2020
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.
Impossible Foods
Series E in 2019
Impossible Foods Inc. is a Redwood City, California-based company that specializes in developing plant-based substitutes for meat, dairy, and fish products. Founded in 2011 by Patrick Brown and Monte Casino, the company utilizes a combination of natural ingredients, including proteins, fats, amino acids, and vitamins sourced from greens, seeds, and grains, to recreate the taste and texture of traditional meats and dairy. Its product lineup includes items such as burgers and pork alternatives, which are marketed as healthier options for consumers. Impossible Foods distributes its products through various channels, including restaurants and online platforms in the United States.
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.
Harpoon Therapeutics
Series C in 2018
Harpoon Therapeutics, Inc. is a clinical-stage immunotherapy company based in South San Francisco, California, focused on developing a novel class of T cell engagers to harness the body's immune system for treating cancer and other diseases. The company utilizes its proprietary TriTAC (Tri-specific T cell Activating Construct) platform to create engineered proteins that direct T cells to target and kill cells expressing specific antigens. Harpoon's lead product candidate, HPN424, is currently undergoing Phase I clinical trials for metastatic castration-resistant prostate cancer. Additionally, the company is advancing other candidates, including HPN536, which is in Phase I/IIa trials for ovarian cancer and MSLN-expressing tumors, as well as HPN217 for multiple myeloma and HPN328 for small cell lung cancer. Harpoon Therapeutics was founded in 2015 and is committed to addressing unmet medical needs in oncology through innovative therapies.
Lufax is a technology-driven personal financial services platform based in China and affiliated with Ping An Insurance. The company specializes in various financial services, including wealth management and retail credit facilitation. Lufax offers a range of services related to financial asset transactions, including investment services for institutions and individual investors, as well as transaction financing consulting. Its comprehensive platform supports financial asset allocation and transaction organization, enabling clients to manage their financial needs effectively. Through its innovative approach, Lufax aims to enhance financial accessibility and efficiency for its users.
iCapital Network
Venture Round in 2018
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.
Airtel Africa
Private Equity Round in 2018
Airtel Africa Plc is a telecommunications company that delivers mobile voice and data services, as well as mobile money solutions, across Nigeria, East Africa, and Francophone Africa. The company offers a variety of services including prepaid and postpaid wireless voice, international roaming, data communication, and fixed-line telephone services. In addition, Airtel Africa provides mobile money services that encompass payment systems, microloans, savings, and international money transfers. Established in 2018 and headquartered in London, Airtel Africa aims to make mobile communications affordable, thereby supporting economic and social development in the regions it serves. As of March 2020, the company catered to approximately 110.6 million customers, with the majority of its revenue generated from its operations in Nigeria. Airtel Africa is committed to extending its network to rural areas and engaging in community-focused education initiatives.
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.
TCR2 Therapeutics Inc., a clinical-stage immunotherapy company based in Cambridge, Massachusetts, focuses on developing novel T cell receptor therapies for cancer treatment. Founded in 2015 by Dr. Patrick Baeuerle and MPM Capital, TCR2 specializes in engineering T cells to target specific antigens expressed by cancer cells. The company's lead product candidates include TC-210, which targets mesothelin-positive solid tumors such as non-small cell lung cancer (NSCLC), ovarian cancer, malignant pleural/peritoneal mesothelioma, and cholangiocarcinoma; and TC-110, targeting CD19-positive B-cell hematological malignancies. TCR2's pipeline also includes candidates for adult acute lymphoblastic leukemia, diffuse large B-cell lymphoma, and follicular lymphoma. The company's approach is distinct from traditional CAR-T cells and other engineered T cell therapies, leveraging a deep understanding of T cell receptor biology to create highly differentiated treatments.
Visible Alpha
Venture Round in 2018
Visible Alpha, LLC is a data and analytics company founded in 2012 and headquartered in New York, with additional operations in Mumbai, Noida, and London. The company develops an online platform that enhances the investment research process for institutional investors by providing access to a proprietary dataset and a comprehensive suite of analytical tools. By extracting detailed forecasts, assumptions, and logic from sell-side models, Visible Alpha creates consensus data that offers transparency and granularity. This enables investors to gain deeper insights into company fundamentals and improve their decision-making processes, ultimately assisting them in generating alpha through more informed investment strategies.