UBS Asset Management is a privately owned investment manager that offers a diverse range of services, including alternative and quantitative investments, global real estate, infrastructure and private equity, and fund services. The firm manages client-focused equity, fixed income, and balanced portfolios, investing in public markets worldwide. Utilizing a combination of fundamental and quantitative analysis, UBS Asset Management creates its equity and fixed income portfolios while also exploring alternative investment opportunities in real estate and currency markets. Founded in 1989, the firm is headquartered in Zurich, Switzerland, with additional offices in major cities such as New York, London, Hong Kong, and Tokyo. It operates as a subsidiary of UBS Group AG, focusing on delivering tailored investment solutions to a wide array of clients, including institutions and high net worth individuals.
CFO and Head Business Performance and Risk Management for Global Wealth Management
Siret Unsal
Executive Director
155 past transactions
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 firm based in Cincinnati, Ohio, founded in 2018. The company offers a multi-issue platform designed to assist banks, brokers, and financial advisors in managing structured products and annuities. Luma's platform includes an order entry system and provides automated tracking, performance reporting, and management of custom structures. Additionally, it features educational resources and training to empower advisors in enhancing their sales and marketing efforts. Luma also emphasizes post-sales support, ensuring that both advisors and clients maximize the benefits of their purchases throughout the product life cycle.
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 based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.
Nammu21
Venture Round in 2025
Nammu21, Inc. is a developer of a digitization and analytics platform that focuses on deconstructing, digitizing, and analyzing complex interconnected transaction documents within the finance ecosystem. Founded in 2017 and based in New York, the company aims to enable stakeholders to access, extract, and utilize data effectively, thereby generating new value. Its platform transforms intricate transaction processes into easily accessible data structures, simplifying the experience for clients navigating the financial landscape. Through its innovative tools, Nammu21 connects contemporary business practices with the digital advancements of the future.
Galderma
Post in 2025
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. is a company that develops, markets, and distributes functional calorie-burning fitness beverages, catering to health-conscious consumers in the United States and internationally. Founded in 2004 and based in Boca Raton, Florida, Celsius offers a diverse range of beverages, including carbonated and non-carbonated options in various flavors, as well as dietary supplements such as Celsius Heat. The company emphasizes natural ingredients and metabolism-enhancing formulations, appealing to fitness enthusiasts and individuals pursuing an active lifestyle. Celsius products are distributed through a variety of channels, including direct-store delivery, supermarkets, convenience stores, drug stores, nutritional shops, health clubs, and e-commerce platforms. Formerly known as Vector Ventures, Inc., the company rebranded to Celsius Holdings, Inc. in January 2007, reflecting its focus on energy drinks within the global nonalcoholic beverage market.
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
Series B in 2025
Hypori is a veteran-owned small business specializing in secure data access at the edge through its innovative zero-trust SaaS technology, Hypori Halo. This platform empowers businesses and government agencies to safeguard data by preventing its exposure outside the enterprise, whether at rest or in transit. Hypori Halo creates a secure, private virtual workspace on any endpoint device, allowing for remote access to cloud-powered enterprise applications while ensuring complete separation of personal and corporate data. By eliminating security risks and delivering a secure Bring Your Own Device (BYOD) solution, Hypori Halo protects user privacy and reduces administrative burdens associated with business programs.
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 is a global alternative asset manager founded in 1987, specializing in private equity, real assets, and investment solutions. The firm invests in both early and later-stage companies across various sectors, focusing on leveraged buyouts, venture and growth capital, real estate, and leveraged finance investments. Carlyle aims to achieve attractive risk-adjusted returns by investing significant capital into businesses and management teams, emphasizing long-term value creation strategies to enhance the potential of its portfolio companies. Through its diverse investment approach, Carlyle seeks to deliver substantial capital appreciation and maintain a strong presence in the global financial markets.
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 headquartered in Angri, Italy, established in 1954. The company specializes in the production and marketing of a diverse range of food products, including tomato-based items, fruit juices, beverages, vegetables, and ready-made sauces. Its product lines encompass pulses, baked beans, boiled legumes, canned pasta, and soups, alongside various tomato derivatives like peeled, chopped, and cherry tomatoes. La Doria's offerings also include meat-based and pesto sauces, as well as condiments and dressings. The company markets its products under several brand names, including La Doria and La Romanella, and distributes them primarily through retailers and distribution chains in Italy and internationally, with a notable presence in 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 content needs, including real estate, events, and food products. The platform offers a range of services such as booking, content hosting, post-production, invoicing, and payment processing. It serves a diverse clientele, including real estate companies, international event planners, and global marketplaces. Based in Geneva, Switzerland, with an additional office in Berlin, Germany, Backbone facilitates the instant ordering and management of real estate visuals, enabling seamless collaboration among stakeholders.
AVICOPTER
Post in 2024
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 focuses on creating zero-emissions concrete by capturing carbon dioxide emissions from the atmosphere and converting them into limestone, which serves as a sustainable substitute for cement and sand. In addition to this innovative approach, Neustark also offers environmental services that involve recycling construction waste into fresh concrete. The company decomposes concrete waste into its original components—carbonate powder and gravel—allowing clients to recycle materials effectively while reducing the environmental impact associated with concrete production. Through these methods, Neustark aims to contribute positively to the construction industry and address climate change.
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 secondary market trading platform designed for private companies, their employees, and investors seeking liquidity in private company stock. Since its inception, NPM has facilitated over $44 billion in transactions and managed more than 600 company-sponsored liquidity programs, enabling over 160,000 market participants to access liquidity. The platform provides a range of solutions for private companies and investors, including tender offers, auctions, company marketplaces, and block trades. In 2021, NPM became an independent entity after spinning off from Nasdaq, with strategic investments from several major financial institutions. As more companies choose to remain private for extended periods, NPM aims to enhance the liquidity landscape, leveraging its expertise to support the evolving needs of the market.
QUMEA
Debt Financing in 2024
Qumea specializes in medical technology focused on discreet patient monitoring and fall prevention in healthcare settings. By integrating artificial intelligence with advanced 3D radar technology, Qumea offers a comprehensive solution that enhances patient safety while reducing the workload of caregivers. The company's system comprises a 3D radar sensor, cloud infrastructure, and a user-friendly application, creating an efficient early-warning mechanism that aids in effective mobility monitoring. This innovative approach not only enhances care quality but also leads to significant cost savings for hospitals and care institutions.
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
Post in 2023
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 for nature that focuses on tackling the challenges of the food system that drive ecosystem and biodiversity loss.
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 provider of SaaS solutions focused on innovation management, aimed at fostering a culture of intrapreneurship within organizations. The company's platform engages employees by encouraging them to unleash their creativity and ambition, allowing them to take ownership of their ideas. Rready offers strategic support designed to drive cultural transformation and enhance business impact while improving employer branding. Its approach includes a gamified offline component and a scalable online platform, making the process of employee-driven innovation both enjoyable and educational. This dual-faceted system enables clients to effectively implement and scale intrapreneurship initiatives, ultimately leading to lasting cultural change within their organizations.
BB Energy
Debt Financing in 2023
BB Energy is an energy trading company that specializes in the trading of various petroleum products, including crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen. The company offers a comprehensive range of services encompassing trading, operations, chartering, logistics, storage, refining, and financing, aimed at facilitating efficient energy transactions. By leveraging its expertise in these areas, BB Energy effectively caters to the diverse needs of its customers within the energy sector.
SWISSto12
Venture Round in 2023
SWISSto12 SA is a manufacturer of radio frequency (RF) and microwave components and systems, specializing in the production of various antenna types, including horn antennas, airborne Ku and Ka band antenna arrays, and slotted waveguide antennas. The company also offers polymer and metal waveguide products, along with a range of filter products, including diplexers and custom filters. Founded in 2011 as a spin-off from the Swiss Federal Institute of Technology in Lausanne, SWISSto12 utilizes innovative 3D printing techniques to create metal-coated components for (sub)mm-wave signal transmission, enhancing design flexibility while reducing costs and lead times. In addition to its manufacturing capabilities, the company provides integration and testing services, as well as a software solution for material properties extraction. SWISSto12 serves various sectors, including satellite communications, airborne satellites, and research centers, and has operations in Renens, Switzerland, as well as offices in Santa Clara, California, and Rehovot, Israel.
Smino
Private Equity Round in 2023
Smino is a cloud platform for the construction industry that provides all the necessary tools for workflows and successful collaboration.
Max Financial Services
Post in 2023
Max Financial Services is a prominent entity within the Max Group, a diversified business conglomerate valued at $2 billion. The company serves as the parent organization for Max Life Insurance, which it manages in partnership with Mitsui Sumitomo Insurance, a leading Japanese life insurance provider. Max Financial Services primarily focuses on the life insurance sector, generating most of its revenue through Max Life Insurance. In addition to its core insurance operations, the Max Group encompasses various subsidiaries, including Max India, which is involved in healthcare and health insurance, and Max Ventures and Industries, which manufactures and sells biaxial oriented polypropylene films for use in packaging across multiple industries. Founded in 1990 and headquartered in Noida, India, Max Financial Services aims to deliver comprehensive health and life care solutions, guided by values of service, excellence, and credibility.
DFD
Post in 2023
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
Series C in 2023
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
Series B in 2023
MerQube is a cloud-native indexing platform that specializes in the design, calculation, and dissemination of financial indices at scale. The company offers a wide range of robust financial indices encompassing equities, futures, options, and ESG (Environmental, Social, and Governance) factors. MerQube's platform is equipped with custom calculation services and provides historical performance data, catering to the needs of financial professionals. Their expertise includes various types of indices, from market-capitalization weighted to risk-premia, volatility, and thematic indices. Additionally, MerQube supports clients with research and development, index construction, new product launches, and compliance and governance, making it a key player in the passive indexing market.
Numarics
Seed Round in 2023
Numarics is a digital accounting ecosystem based in Switzerland, established to simplify business management for entrepreneurs through a mobile-first approach. Launched in 2020 by experts in accounting, digitalization, artificial intelligence, and auditing, Numarics integrates essential financial services such as accounting, payroll, tax returns, invoicing, and document management into a single platform. The algorithm-based system streamlines these processes, allowing businesses to manage transactions in real-time and maintain transparency in their financial activities. By eliminating bureaucratic hurdles and repetitive manual tasks, Numarics aims to enhance accessibility and efficiency in accounting, catering specifically to the needs of modern entrepreneurs.
Enterprise Bot
Debt Financing in 2023
Enterprise Bot GmbH is a company that specializes in developing artificial intelligence-driven 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. Its solutions are particularly beneficial for financial institutions and insurance companies, providing a multi-platform messenger that addresses various customer needs and queries. By implementing these chatbots, enterprises can significantly reduce operational costs and customer wait times, enhancing the overall customer experience.
Axoni
Venture Round in 2023
Axoni is a technology company that specializes in real-time data replication and distributed ledger software for the financial services industry. Founded in 2017, it serves major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms globally, with offices in New York and London. Axoni's platform facilitates the seamless integration of traditional financial technologies with blockchain systems, offering market information and deep analysis of trends. Its solutions enable rapid deployment of critical financial networks and automate real-time data sharing among market participants, enhancing the management of legal records, lifecycle events, and cash flow calculations.
Credit Suisse
Acquisition in 2023
Credit Suisse is a global financial services company that provides a wide range of advisory, investment, and banking services to diverse clients, including financial institutions, corporations, and governments. The firm operates through several segments, including Global Markets, Investment Banking & Capital Markets, and International Wealth Management, offering products such as over-the-counter derivatives, equities, fixed income securities, and foreign exchange services. It specializes in complex financial needs, offering advisory services on mergers and acquisitions, corporate restructurings, and capital raising through public and private placements. Additionally, Credit Suisse emphasizes a client-focused integrated banking strategy, aiming to deliver innovative financial solutions tailored to meet the unique demands of its clientele. Established in 1990 and headquartered in London, Credit Suisse International acts as a subsidiary of Credit Suisse AG, reflecting the company's commitment to global reach and cultural diversity in its operations.
Selfrag
Debt Financing in 2023
Selfrag AG is a Swiss company that specializes in the development and marketing of high voltage electric pulse generators and electric pulse disaggregation (EPD) systems. Founded in 2007, the company focuses on selective fragmentation of solid materials, providing innovative alternatives to conventional crushing and grinding techniques. Its product lineup includes laboratory systems for selective fragmentation, rod crushers for the solar and semiconductor industries, and modular equipment for transporting and fragmenting bulky materials like rock and concrete. Selfrag’s technologies aim to enhance the value of extracted or recycled materials while significantly reducing energy consumption, thus promoting sustainable practices in mineral processing. The company serves various sectors, including geosciences, recycling, and mining, and has over 40 installations worldwide. In addition to its products, Selfrag offers laboratory testing, service packages, and training to support its clients in optimizing their operations.
Droit
Series B in 2023
Droit is a company that specializes in developing solutions aimed at enhancing global regulatory compliance and real-time controls in the financial sector. Its flagship product, Droit Adept, is a patented platform designed to facilitate intelligent decision-making in a complex regulatory environment. This platform is utilized by financial institutions to manage pre-trade and post-trade controls, assess transaction permissibility, and ensure compliant regulatory reporting. Founded by a diverse team of experts including veteran derivative traders, quantitative analysts, e-commerce specialists, and technologists, Droit combines deep industry knowledge with innovative technology to address the challenges of trading derivatives across various asset classes and regulatory frameworks.
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 aimed at supporting the scalable transfer and settlement of voluntary carbon credits. This platform serves as a central hub connecting various exchanges, marketplaces, and registries worldwide. By partnering with banks, Carbonplace enables their customers to access liquidity in the voluntary carbon market, thereby simplifying the process of purchasing carbon credits. This initiative supports businesses in their efforts to transition toward 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
Series A in 2022
Zaphiro is a company that specializes in developing real-time monitoring and automation systems aimed at improving the efficiency and profitability of electrical grid operations. Founded in April 2017 as a spin-off of 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 a comprehensive view of energy flows within the grid and enhances fault detection capabilities. By utilizing distributed sensing and a central grid controller, Zaphiro enables clients to safely incorporate renewable energy sources and electric vehicles into their systems. Its solutions facilitate quick responses to electrical faults, thereby reducing the impact of power outages.
Shield
Series B in 2022
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 Zurich-based company that operates a digital platform designed for homeowners, established in 2017. The platform offers users a comprehensive overview of various aspects related to homeownership, including financial management, property valuation, and condition analysis of home components. By integrating smart tools, Houzy facilitates the tracking and optimization of annual costs, assists in comparing mortgage options, and provides insights into renovation timelines and expenses. This approach aims to save homeowners time and money while simplifying their management of home-related issues.
BB Energy
Debt Financing in 2022
BB Energy is an energy trading company that specializes in the trading of various petroleum products, including crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen. The company offers a comprehensive range of services encompassing trading, operations, chartering, logistics, storage, refining, and financing, aimed at facilitating efficient energy transactions. By leveraging its expertise in these areas, BB Energy effectively caters to the diverse needs of its customers within the energy sector.
Armalytix
Seed Round in 2022
Armalytix is a developer of data intelligence software that focuses on enhancing compliance and financial insights for legal and accounting firms. The company's tools facilitate open banking by securely collecting, organizing, and transmitting account information, which streamlines the verification process for account holders and payments. By integrating seamlessly into existing workflows, Armalytix's solutions not only help firms meet compliance obligations but also improve customer experiences and save valuable time. Additionally, the company aims to combat financial crime and protect consumers from exploitation by providing Source of Funds and anti-money laundering checks.
Ethic
Series C in 2022
Ethic is a company that develops a technology platform focused on simplifying financial planning and portfolio management. The platform utilizes data-driven investment consulting technology to create sustainable investment portfolios. It is designed to minimize tracking errors relative to established passive indices, allowing family offices, health advisers, and endowment foundations to offer tailored sustainability insights and efficient passive portfolio construction for their clients.
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
Post in 2022
Nogin is an intelligent commerce platform that enables leading brands to keep pace with big retail, drive predictable profitability, and exponential growth, and grow rapidly into the future of commerce. Brands selling direct to consumers (D2C) and through online channel partners can use the Nogin Intelligent Commerce technology, a cloud-based e-commerce environment. Customers of Nogin are free to manage as much or as little of the infrastructure as they see fit while concentrating on their brands.
Flushing Bank
Post in 2022
Flushing Bank, established in 1929 and based in Uniondale, New York, is a New York State chartered commercial bank insured by the Federal Deposit Insurance Corporation. It provides a wide range of financial services to consumers, businesses, professionals, corporate clients, and public entities. The bank offers deposit accounts, loans, mortgage solutions, equipment financing, and cash management services through its 17 banking offices located in Queens, Brooklyn, Manhattan, and Nassau County. Additionally, Flushing Bank operates an online banking division, iGObanking.com®, which provides competitively priced deposit products to consumers across the nation.
BigPanda
Series E in 2022
BigPanda, Inc. is a software development company that specializes in a data science platform designed to centralize and correlate IT alerts for organizations. Founded in 2011 and headquartered in Mountain View, California, with an additional office in Tel Aviv, Israel, BigPanda's platform helps IT operations, network operations centers, and DevOps teams detect, investigate, and resolve IT incidents effectively. By leveraging advanced machine learning algorithms, the platform transforms numerous daily IT alerts from various fragmented systems into actionable insights, enabling users to automate incident management and improve overall service performance. BigPanda serves a diverse range of industries, including retail, technology, and media, with notable clients such as Intel, TiVO, and Workday, assisting them in reducing operational costs and enhancing their digital transformation efforts.
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.
Dynanonic
Post in 2022
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, established in 2014 and headquartered in Wittenberg, Germany, specializes in the development and manufacturing of lithium battery storage systems aimed at the commercial and industrial sectors. As a recognized leader in energy storage solutions in Germany and Europe, TESVOLT produces intelligent lithium storage systems with power capacities ranging from 10 kilowatt hours to several megawatt hours, all manufactured in a carbon-neutral gigafactory. Their products facilitate companies in reducing energy dependency and contribute to the transition toward renewable energy sources, including solar, wind, and biogas. The company has been acknowledged with various awards for its innovative approaches, driven by its co-founders Daniel Hannemann and Simon Schandert, who have extensive experience in the photovoltaic sector. TESVOLT's focus on developing economical storage solutions is complemented by its commitment to safety and quality, as evidenced by TÜV certification for its products.
Tiki
Series E in 2021
Tiki is an e-commerce company that operates a comprehensive platform offering a diverse range of products across multiple categories. With over 300,000 items available, Tiki partners with various brands to ensure a wide selection that includes electric appliances, fashion accessories, mobile devices, and health products. The company's focus on efficient logistics and customer service aims to enhance customer satisfaction while providing a secure shopping experience. By consolidating numerous product categories into a single platform, Tiki enables consumers to conveniently access a variety of items, catering to their diverse shopping needs.
PROtalento
Seed Round in 2021
Protalento is an edtech company focused on supporting individuals in Latin America and the Caribbean as they navigate their career paths. It provides private educational and training services through a specialized platform that offers various workshops and programs. By utilizing digital content, including videos and interactive simulations, Protalento enhances language proficiency and makes learning more contextual and practical. The company emphasizes personalized attention for job seekers, allowing them to pay for services after achieving their employment goals, thereby making quality career development more accessible and affordable.
LYNK
Series B in 2021
Lynk operates an artificial intelligence-driven knowledge networking platform that connects knowledge workers with credible human expertise and various opportunities. By providing a single access point, Lynk facilitates opportunities for advisory, project, part-time, and full-time engagements, while also hosting private marketplaces for companies and organizations. The platform is designed to streamline workflows and enhance collaboration, offering tools that grant credentials for expertise and experience. Lynk serves a diverse clientele, including Fortune 500 companies, startups, and investment firms, with operations in major cities worldwide such as New York, Toronto, Singapore, Hong Kong, and Mumbai. The company is ISO27001 certified and has established a Global Alliance with UBS Group. Lynk's aim is to become the foundational infrastructure for knowledge work, enabling workers to reach their full potential and unlocking economic opportunities in the evolving landscape of work.
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
Series A 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.
FIA Tech
Series A in 2021
FIA Tech is a provider of financial and brokerage services that focuses on enhancing operational efficiency through its online platform. This cloud-based system offers integrated compliance and reference data solutions, facilitating connections between exchanges, brokers, clearers, and clients. By delivering end-to-end management of brokerage relationships, payment processes, settlement, and reconciliation, FIA Tech enables market participants to reduce risk, streamline operations, and address market and regulatory challenges effectively. The company's commitment to collaborating with the industry supports the development of key services and technologies aimed at mitigating operational costs and improving overall market functionality.
BYJU'S
Series F in 2021
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, founded in 2015 by Joseph Lubin, is a leading Ethereum software company focused on Web 3.0 development. It provides a comprehensive suite of products, including Infura, Quorum, Truffle, Codefi, MetaMask, and Diligence, which enable developers, enterprises, and individuals to create next-generation applications and modern financial infrastructure while accessing the decentralized web. The platform offers essential tools and libraries for building and scaling decentralized applications, facilitating interaction with blockchain networks and smart contracts. ConsenSys also emphasizes education through ConsenSys Academy, which aims to bridge the Ethereum knowledge gap globally. By supporting billions of blockchain-based queries and managing significant digital asset transactions, ConsenSys plays a pivotal role in fostering the broader adoption and integration of blockchain technology, contributing to the development of the digital economy of the future.
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
Series A in 2021
Candidly is an AI-driven student debt and savings optimization platform. It offers individuals and families through every step of the planning, borrowing, and repayment experience.
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.
Llama
Series A in 2021
Containerizing the last-mile of logistics and delivery.
Axoni
Series B in 2021
Axoni is a technology company that specializes in real-time data replication and distributed ledger software for the financial services industry. Founded in 2017, it serves major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms globally, with offices in New York and London. Axoni's platform facilitates the seamless integration of traditional financial technologies with blockchain systems, offering market information and deep analysis of trends. Its solutions enable rapid deployment of critical financial networks and automate real-time data sharing among market participants, enhancing the management of legal records, lifecycle events, and cash flow calculations.
Thrasio
Debt Financing in 2021
Thrasio is a consumer goods company that specializes in acquiring and growing established brands that sell popular products. By leveraging data science and insights from rankings, ratings, and reviews, Thrasio identifies quality brands and optimizes their performance in the marketplace. The company enhances product lines and expands distribution to reach a global customer base. With a diverse portfolio of over 200 acquired brands, Thrasio has become one of the leading sellers on Amazon, focusing on providing high-quality goods across various sectors, including food processing and fitness. Its mission is to improve the availability of cherished products and enhance consumer experiences through innovative marketing and logistical strategies.
Pico
Series C in 2020
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 is a network of mobility and urban logistics hubs in North America, consisting of 4,500 locations and a workforce of 15,000 associates across 200 cities. The company focuses on transforming underutilized urban spaces into neighborhood hubs that cater to the needs of cities, residents, and businesses. By leveraging technology, REEF provides solutions for parking, micro-fulfillment, and delivery that reduce congestion and support environmentally friendly practices. Each hub functions as a connected ecosystem that enhances the efficiency of goods and services delivery in densely populated areas. REEF's strategic design incorporates buffer zones, which allow delivery and rideshare vehicles to operate effectively, thereby alleviating city traffic. The organization aims to redefine urban possibilities and create vibrant community hubs that foster sustainable growth.
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 is a leading operator in the telecommunications infrastructure sector, established by Jean-Paul Rivière in 1990 as part of a family holding company. The company specializes in developing, operating, and marketing alternative telecommunications networks tailored for local authorities. With over a decade of experience, Altitude Infrastructure addresses the diverse needs of communities, particularly in areas with low to medium population density. It offers a comprehensive range of wired technologies, including fiber optics, digital subscriber lines (DSL), WiMAX, and WiFi, ensuring high-speed broadband access for various settings, from individual homes to more densely populated regions. The company's expertise allows it to provide effective solutions that support local spatial planning and digital development requirements.
Gnubiotics Sciences
Debt Financing in 2020
Gnubiotics Sciences SA specializes in developing microbiome-modulating products aimed at nurturing, maintaining, and restoring microbiome diversity in humans and animals. Founded in 2016 and based in Epalinges, Switzerland, the company produces glycans and functional mimics of Human Milk Oligosaccharides (HMOs) for the consumer health market. Their flagship product, AMObiomeTM, is designed to enhance microbiome diversity and promote lifelong gut health. By replicating the natural structures found in breast milk, Gnubiotics aims to prevent infections and combat diet-induced obesity, while also addressing the growing demand for healthier food options. The company's innovative approach focuses on supporting immune systems and overall well-being through natural microbiome modulation.
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 Zurich-based company that operates a digital platform designed for homeowners, established in 2017. The platform offers users a comprehensive overview of various aspects related to homeownership, including financial management, property valuation, and condition analysis of home components. By integrating smart tools, Houzy facilitates the tracking and optimization of annual costs, assists in comparing mortgage options, and provides insights into renovation timelines and expenses. This approach aims to save homeowners time and money while simplifying their management of home-related issues.
Cloud9 Technologies
Series B in 2020
Cloud9 Technologies, LLC is a provider of cloud communications services tailored for distributed workgroups and teams. The company offers several solutions, including C9Trader, which delivers secure voice and messaging services specifically designed for the institutional trading community. This platform allows traders to connect efficiently while eliminating the challenges associated with traditional telephone systems. Additionally, Cloud9 Technologies features a Voice Transcription solution that converts voice trading recordings into text, enabling firms to extract valuable insights from their communications. The company also provides C9 Communities, which fosters collaboration among business teams. Established in 2014 and headquartered in New York, Cloud9 Technologies has regional offices in Singapore and the United Kingdom, and 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. develops and produces plant-based substitutes for meat, dairy, and fish products, utilizing ingredients such as greens, seeds, and grains. Founded in 2011 by Patrick Brown and Monte Casino, the company is headquartered in Redwood City, California. Impossible Foods focuses on recreating the texture and taste of conventional meat and dairy by selecting specific proteins and nutrients, offering a healthier alternative to traditional animal products. Its offerings include items like plant-based burgers and cheeses, which are sold through restaurants and online in the United States.
Segro
Post in 2019
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 is a clinical-stage immunotherapy company focused on developing innovative T cell engagers to harness the body's immune system for treating cancer and other diseases. Utilizing its proprietary TriTAC platform, the company is working on a pipeline of engineered proteins designed to direct T cells to target and eliminate specific cancer cells. The lead product candidate, HPN424, is currently undergoing Phase I clinical trials for metastatic castration-resistant prostate cancer. Additionally, Harpoon is developing HPN536, which is in Phase I/IIa trials for ovarian cancer and other tumors expressing MSLN, as well as HPN217 for multiple myeloma and HPN328 for small cell lung cancer. Founded in 2015 and headquartered in South San Francisco, California, Harpoon Therapeutics has established a collaboration agreement with AbbVie Biotechnology Ltd to further its research efforts.
Lufax
Series C in 2018
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
Series E in 2018
SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.
TCR2
Series B in 2018
TCR2 Therapeutics Inc. is a clinical-stage immunotherapy company based in Cambridge, Massachusetts, focused on developing innovative T cell receptor therapies for cancer treatment. The company's leading product candidates include TC-210, a TRuC-T cell therapy targeting mesothelin-positive solid tumors, which is currently undergoing phase I/II clinical trials for various cancers, including non-small cell lung cancer, ovarian cancer, malignant pleural/peritoneal mesothelioma, and cholangiocarcinoma. Another candidate, TC-110, targets CD19-positive B-cell hematological malignancies. TCR2's pipeline also addresses adult acute lymphoblastic leukemia, diffuse large B-cell lymphoma, and follicular lymphoma. Founded in 2015 by Dr. Patrick Baeuerle and MPM Capital, TCR2 leverages extensive expertise in T cell biology to create differentiated therapies that stand apart from traditional CAR-T cell 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.
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