ValueStream Ventures

ValueStream Ventures is a New York-based venture capital and accelerator firm established in 2013, focusing on seed and early-stage investments, particularly in B2B platforms, software, data analytics, and financial technology. The firm typically invests between $0.25 million and $1 million in companies that demonstrate early growth, some revenue, and signs of product/market fit, although they are not yet widely recognized. ValueStream Ventures emphasizes a thesis-driven approach that leverages high-value data and its infrastructure to foster defensible business models with scalable growth potential. The firm's experienced team actively supports portfolio companies through targeted business development and strategic planning, enabling them to position for future financing rounds. Through their hands-on involvement, ValueStream Ventures aims to drive momentum and create value in the B2B sector.

Karl Antle

General Partner

Josh Elwell

General Partner

Greg Neufeld

General Partner

Firas Omer

Associate

53 past transactions

Vizion

Series A in 2022
Developer of an application programming interface platform designed to integrate ocean freight tracking data from almost any carrier in a single and easy-to-use structure. The company's platform serves the logistics and supply chain industry and offers data services that consolidate and evaluate data from multiple sources, enabling logistics teams all around the globe to stay on top of day-to-day operations and strategic analysis.

Bold Metrics

Series A in 2022
Bold Metrics is a leading fit technology company based in San Francisco that leverages artificial intelligence and machine learning to assist apparel brands in enhancing customer experience and operational efficiency. The company's software predicts accurate body measurements and creates custom AI body models, enabling retailers to make precise size and fit recommendations. By connecting customers with better-fitting clothing, Bold Metrics helps brands reduce fit-related returns, ultimately boosting conversions and improving sustainability. Its SaaS solutions are scalable and provide valuable insights that optimize supply chain operations, from design to distribution, thus minimizing environmental impact. Trusted by various brands, Bold Metrics enhances both online and in-store shopping experiences through its innovative technology.

SupplyShift

Series B in 2021
SupplyShift Inc. is a Santa Cruz, California-based company that provides a cloud-based platform designed for supply chain management. Founded in 2012, SupplyShift enables businesses to enhance visibility and responsibility throughout their supply chains by collecting and analyzing comprehensive supplier information. The platform serves various industries, including technology, food and beverage, and retail, by offering tools for custom assessments, benchmarking, and supplier improvement. Buyers can evaluate supplier risk profiles and access data that encourages competition and transparency among suppliers, while suppliers benefit from dashboards that illustrate their performance relative to industry peers. Key features include the ability to gather multi-tier supply chain data, analyze it flexibly, and promote best practices for responsible sourcing. Overall, SupplyShift aims to transform supply chain data into actionable insights, helping clients achieve greater accountability and efficiency.

Wethos

Seed Round in 2021
Wethos is a developer of a virtual studio designed to support small business owners in pricing complex projects with confidence. Its platform utilizes agile methodologies to create brands, websites, digital content, and growth campaigns tailored to each client's unique requirements. By rapidly assembling flexible teams of vetted creative and marketing professionals, Wethos enables businesses to address quickly changing challenges and optimize their revenue potential.

Marpipe

Series A in 2021
Marpipe, Inc. is a company that specializes in multivariate creative testing through its AI-based platform. Founded in 2019 and headquartered in New York, the platform generates and tests various creative variables to assess their impact on performance. By analyzing audience preferences, Marpipe provides insights into which creative elements resonate positively or negatively, facilitating data-driven decision-making in creative development.

DISQO

Series B in 2021
DISQO, Inc. is a consumer insights platform that specializes in providing high-quality consumer data to market research agencies, analytics companies, and brands. Founded in 2015 and headquartered in Los Angeles, California, with additional operations in Danbury, Connecticut, DISQO leverages a large, opt-in consumer data platform to deliver comprehensive insights into consumer attitudes and behaviors. The company focuses on empowering insights professionals and marketers through automated solutions that enhance consumer research and improve advertising effectiveness. By engaging consumers willing to share their data, DISQO captures accurate information that enables clients to make informed decisions.

Zone7

Series A in 2021
The future of human performance starts now. Zone7 is used by more than 30 professional sports franchises to track performance and injury risk of some of the world’s leading athletes. Zone7 is also being used to monitor the physical wellbeing of medical staffs in leading hospitals around the world. By analyzing data from wearables, video cameras, medical records and various biomechanics metrics, Zone7 provides coaching staffs and hospital administrators with actionable advice to positively influence rest, work assignment, and planning to protect and optimize human performance.

Zone7

Series A in 2021
The future of human performance starts now. Zone7 is used by more than 30 professional sports franchises to track performance and injury risk of some of the world’s leading athletes. Zone7 is also being used to monitor the physical wellbeing of medical staffs in leading hospitals around the world. By analyzing data from wearables, video cameras, medical records and various biomechanics metrics, Zone7 provides coaching staffs and hospital administrators with actionable advice to positively influence rest, work assignment, and planning to protect and optimize human performance.

Smile Identity Inc.

Series A in 2021
Smile Identity Inc. is a technology company based in San Francisco, California, that focuses on identity verification solutions. Founded in 2016, the company has developed an application called SmartSelfie, which allows users to create a universal biometric for authentication on Android devices. The team comprises engineers and financial services professionals from both the United States and Africa, bringing expertise in global markets with a focus on highly regulated environments. Smile Identity has developed advanced encryption, authentication, and security solutions, as well as image processing technology. The company has experience working with telecoms, lenders, banks, and startups, enabling them to understand the unique challenges faced by consumers and enterprises in Africa. With support from prominent investors in Silicon Valley and Africa, Smile Identity has established a pan-African presence, operating in countries such as South Africa, Nigeria, Kenya, Ghana, and Rwanda.

Entera

Series A in 2021
Entera is an online platform founded in 2017 and headquartered in San Francisco, California, that assists users in finding and purchasing residential properties in the United States. The company leverages machine learning and proprietary algorithms to modernize the real estate investment process. By providing a comprehensive suite of intelligent tools and access to tech-enabled local real estate experts, Entera enables investors to efficiently discover, evaluate, and acquire residential real estate. This end-to-end platform facilitates data-driven decision-making and enhances clients' ability to compete effectively in the market, all conducted entirely online.

Ocrolus

Venture Round in 2021
Ocrolus Inc. is a New York-based fintech company founded in 2014 that specializes in automating manual data processes through its intelligent automation platform. The company's solution captures data from various sources, including e-statements, scanned documents, and cellphone images, achieving over 99% accuracy. By integrating artificial intelligence and crowdsourcing, Ocrolus enables businesses to streamline financial reviews, allowing them to focus on more strategic tasks by reducing the need for manual intervention. Its services are applicable in areas such as loan underwriting, account openings, robotic process automation, auditing, healthcare, and due diligence. The company primarily serves clients within the financial sector, helping them enhance efficiency and mitigate fraud through algorithmic checks and expert reviews.

Windfall

Series A in 2021
Windfall Data, Inc. is a San Francisco-based company founded in 2016 that specializes in providing actionable consumer financial data services. The company aims to determine the net worth of households worldwide and serves a diverse range of sectors, including financial services, retail, non-profits, and hospitality. Windfall Data utilizes proprietary algorithms and comprehensive data sets to deliver insights that are refreshed weekly, enabling organizations to effectively identify and engage their most promising constituents. Over 400 organizations leverage Windfall's platform for data-driven marketing, sales, and analytics, enhancing their ability to connect with affluent consumers. The company is supported by various venture capital firms, underscoring its innovative approach to consumer financial data.

User Interviews

Series A in 2021
User Interviews, Inc. is a company that provides a platform designed to recruit participants for product testing and market research. The company offers two primary products: Recruit, which facilitates flexible participant recruitment for various research types, and Research Hub, a centralized system for managing research participants. Additionally, User Interviews offers a UX Research field guide that serves as a resource for researchers, designers, and product managers, covering various research methods. With a mission to help businesses make informed decisions, User Interviews connects companies with their target customers, enabling them to test new ideas, concepts, and products effectively. This approach helps organizations avoid costly mistakes and focus on developing products that align with customer needs. Established in 2013 and based in Brooklyn, New York, User Interviews was previously known as MobileSuites, Inc. before rebranding in 2015.

OnSiteIQ

Series A in 2020
OnSiteIQ Inc. is a New York-based company that offers a construction data visualization solution aimed at enhancing project oversight for real estate owners and developers. Founded in 2017, OnSiteIQ's platform utilizes machine vision technology to automatically link 360-degree images to a site’s floor plans, allowing stakeholders to monitor construction progress, identify issues, and ensure accountability among project participants. With its focus on risk assessment and documentation, the platform facilitates collaboration and enables comprehensive site inspections from any device, making it a valuable tool for lenders, insurance providers, and construction teams.

Instnt

Series A in 2020
Instnt Inc. is a public benefit corporation on a mission to bring inclusion and instant account opening experiences for businesses and their customers. It is a one-of-a-kind collaborative effort between industry thought leaders, technology vendors and the private and public sector to solve for both sides of the on-boarding problem with a “Stripe for on-boarding” service offering and a new, interoperable Open Trust Protocol to make instant consumer acceptance a global reality.

Writer

Seed Round in 2020
Writer is the AI writing assistant for the world’s smartest brands. We help brand owners and content leaders scale their messaging, communication style, and must-have language, no matter who’s writing. Top brands like Twitter, Intuit, and McKesson have standardized their content creation on Writer.

Ocrolus

Venture Round in 2020
Ocrolus Inc. is a New York-based fintech company founded in 2014 that specializes in automating manual data processes through its intelligent automation platform. The company's solution captures data from various sources, including e-statements, scanned documents, and cellphone images, achieving over 99% accuracy. By integrating artificial intelligence and crowdsourcing, Ocrolus enables businesses to streamline financial reviews, allowing them to focus on more strategic tasks by reducing the need for manual intervention. Its services are applicable in areas such as loan underwriting, account openings, robotic process automation, auditing, healthcare, and due diligence. The company primarily serves clients within the financial sector, helping them enhance efficiency and mitigate fraud through algorithmic checks and expert reviews.

SupplyShift

Series A in 2020
SupplyShift Inc. is a Santa Cruz, California-based company that provides a cloud-based platform designed for supply chain management. Founded in 2012, SupplyShift enables businesses to enhance visibility and responsibility throughout their supply chains by collecting and analyzing comprehensive supplier information. The platform serves various industries, including technology, food and beverage, and retail, by offering tools for custom assessments, benchmarking, and supplier improvement. Buyers can evaluate supplier risk profiles and access data that encourages competition and transparency among suppliers, while suppliers benefit from dashboards that illustrate their performance relative to industry peers. Key features include the ability to gather multi-tier supply chain data, analyze it flexibly, and promote best practices for responsible sourcing. Overall, SupplyShift aims to transform supply chain data into actionable insights, helping clients achieve greater accountability and efficiency.

Verikai

Series A in 2020
Verikai Inc. is an insurance technology company based in San Francisco, California, that offers a consumer insights platform tailored for insurance and financial services. Founded in 2018, the company utilizes alternative data and machine learning to enhance the understanding of individual consumer behavior, focusing on over 4,000 behavioral attributes from more than 250 million people in the United States. Verikai's platform aids insurance companies in improving underwriting precision, speed, and efficiency. It also addresses challenges such as fraud detection and price elasticity, allowing businesses to optimize customer acquisition costs and enhance profitability. By providing deeper insights into health risks and consumer behavior, Verikai aims to improve access to a wider range of insurance products for consumers and small businesses alike.

BondCliQ

Venture Round in 2020
BondCliQ Inc. is a company based in New York that has developed a central market system specifically for the corporate bond market in the United States. Established in 2015, BondCliQ aims to enhance institutional trading within the $8 trillion credit market by centralizing and organizing pre-trade quotes and improving post-trade services. The platform facilitates a formalized price formation process and fosters a competitive environment for institutional market making, ultimately empowering market makers to engage more actively in trading. By providing critical institutional pricing information and enhancing the quality of pre-trade data, BondCliQ's system supports various market participants, including buy-side and sell-side firms, as well as regulators. The company's team brings extensive experience in fixed income technology and market development, having held senior roles in prominent financial institutions.

Entera

Venture Round in 2019
Entera is an online platform founded in 2017 and headquartered in San Francisco, California, that assists users in finding and purchasing residential properties in the United States. The company leverages machine learning and proprietary algorithms to modernize the real estate investment process. By providing a comprehensive suite of intelligent tools and access to tech-enabled local real estate experts, Entera enables investors to efficiently discover, evaluate, and acquire residential real estate. This end-to-end platform facilitates data-driven decision-making and enhances clients' ability to compete effectively in the market, all conducted entirely online.

Aurora Insight

Series A in 2019
Aurora Insight, Inc., located in Washington, D.C., specializes in providing comprehensive insights into wireless infrastructure and radio frequency (RF) environments. The company serves as a reliable source of information on available spectrum and wireless connectivity, helping organizations make informed business decisions. By analyzing existing wireless infrastructure, Aurora Insight enables clients to understand and optimize their connectivity options, ultimately enhancing their operational capabilities.

Wethos

Seed Round in 2019
Wethos is a developer of a virtual studio designed to support small business owners in pricing complex projects with confidence. Its platform utilizes agile methodologies to create brands, websites, digital content, and growth campaigns tailored to each client's unique requirements. By rapidly assembling flexible teams of vetted creative and marketing professionals, Wethos enables businesses to address quickly changing challenges and optimize their revenue potential.

Windfall

Venture Round in 2019
Windfall Data, Inc. is a San Francisco-based company founded in 2016 that specializes in providing actionable consumer financial data services. The company aims to determine the net worth of households worldwide and serves a diverse range of sectors, including financial services, retail, non-profits, and hospitality. Windfall Data utilizes proprietary algorithms and comprehensive data sets to deliver insights that are refreshed weekly, enabling organizations to effectively identify and engage their most promising constituents. Over 400 organizations leverage Windfall's platform for data-driven marketing, sales, and analytics, enhancing their ability to connect with affluent consumers. The company is supported by various venture capital firms, underscoring its innovative approach to consumer financial data.

Pillar Technologies

Venture Round in 2019
Pillar Technologies, Inc. specializes in construction site risk management services, focusing on minimizing exposure to destructive environmental conditions that can lead to significant revenue losses for general contractors and insurance companies. Founded in 2015 and based in Somerville, Massachusetts, the company employs on-site sensors to monitor risks such as fire outbreaks, high humidity, and mold growth. Its platform offers real-time data and alerts to detect and mitigate these hazardous conditions, along with predictive analytics that facilitate process improvements in building strategies and management. Pillar Technologies aims to enhance efficiency and safety on construction sites through better environmental oversight.

Ocrolus

Series B in 2019
Ocrolus Inc. is a New York-based fintech company founded in 2014 that specializes in automating manual data processes through its intelligent automation platform. The company's solution captures data from various sources, including e-statements, scanned documents, and cellphone images, achieving over 99% accuracy. By integrating artificial intelligence and crowdsourcing, Ocrolus enables businesses to streamline financial reviews, allowing them to focus on more strategic tasks by reducing the need for manual intervention. Its services are applicable in areas such as loan underwriting, account openings, robotic process automation, auditing, healthcare, and due diligence. The company primarily serves clients within the financial sector, helping them enhance efficiency and mitigate fraud through algorithmic checks and expert reviews.

xtraCHEF

Series A in 2019
xtraCHEF is a cloud-based restaurant management platform that provides finance and operations teams with tools to enhance productivity and profitability. The platform focuses on digitizing invoices, which allows restaurants to access valuable data and insights for improved decision-making in areas such as recipe and inventory management, purchasing, and vendor negotiations. By automating the capture, digitization, mapping, and coding of vendor invoices, xtraCHEF helps restaurant operators, caterers, and accountants save time and reduce costs associated with manual tasks. Additionally, users can benefit from manufacturer rebates, further contributing to cost savings. Overall, xtraCHEF aims to facilitate digital transformation in the restaurant industry through advanced technology and data-driven solutions.

Ikos

Venture Round in 2019
Ikos Holdings Co. operates an online platform that connects landlords and renters, streamlining the rental experience for both parties. Founded in 2017 and based in Pittsburgh, Pennsylvania, the company offers a flexible on-demand leasing service for investors while utilizing data analysis to guide client investments. By simplifying the rental process, Ikos helps landlords and renters make informed decisions, fostering transparency and adaptability in their interactions. The platform aims to enhance the way individuals engage with rental properties, ultimately benefiting the real estate market.

Smile Identity Inc.

Seed Round in 2019
Smile Identity Inc. is a technology company based in San Francisco, California, that focuses on identity verification solutions. Founded in 2016, the company has developed an application called SmartSelfie, which allows users to create a universal biometric for authentication on Android devices. The team comprises engineers and financial services professionals from both the United States and Africa, bringing expertise in global markets with a focus on highly regulated environments. Smile Identity has developed advanced encryption, authentication, and security solutions, as well as image processing technology. The company has experience working with telecoms, lenders, banks, and startups, enabling them to understand the unique challenges faced by consumers and enterprises in Africa. With support from prominent investors in Silicon Valley and Africa, Smile Identity has established a pan-African presence, operating in countries such as South Africa, Nigeria, Kenya, Ghana, and Rwanda.

Cosaic

Series B in 2019
Cosaic is a software developer based in Charlottesville, Virginia, established in 2012 by Megan Read, Dan Schleifer, and Terry Thorsen. The company specializes in creating financial charting software and a smart desktop platform, prominently featuring its ChartIQ product. This financial visualization platform enables clients to design responsive and interactive charting experiences tailored for brokerages, individual traders, institutional trading desks, and financial portals. Cosaic focuses on HTML5 financial charting and data visualization tools, ensuring compatibility across various platforms, including mobile, web, and desktop. The company has established partnerships with multiple organizations, including Xignite, OpenFin, StockTwits, Estimize, Autochartist, and Thomson Reuters, to enhance its offerings in crowdsourced analytics and market insights.

LendingFront

Series A in 2019
LendingFront, Inc. is a cloud-based lending platform tailored for banks and financial institutions, headquartered in New York City. The company provides a comprehensive, white-label software solution that encompasses all facets of the small business lending process. Its offerings include application management, underwriting, loan lifecycle monitoring, and customer information systems. LendingFront enables clients to automate various aspects of lending while allowing for manual oversight as needed. The platform is designed to accommodate a diverse clientele, from rapidly expanding online credit providers to large financial institutions. The founding team comprises experienced professionals from notable organizations in the lending technology sector.

Pandium

Seed Round in 2018
Pandium Inc. is a technology company that specializes in a Platform-as-a-Service (PaaS) integration platform tailored for software companies. Established in 2017 and headquartered in New York, Pandium provides tools that enable developers to create, deploy, and manage integrations efficiently. The platform supports various programming languages and simplifies the complexities of authentication protocols and infrastructure management, which can reduce development time by up to 80%. With features like white-labeled embeddable user interface components, it allows Software as a Service (SaaS) providers to deliver integrations to their customers rapidly and at scale. By focusing on core integration logic and addressing fundamental issues such as authentication and scheduling, Pandium helps clients save time, money, and resources in developing their integration offerings.

Engine by MoneyLion

Series A in 2018
Founded in 2015, Even Financial is an NYC based fintech company focused on evolving how financial institutions connect with consumers and provide them the best product recommendations at the right moment, facilitating an on-demand and personalized customer acquisition experience across the entire financial services ecosystem. The Even platform serves as a trusted intermediary for financial institutions - including Prosper, Lending Club, and Marcus by Goldman Sachs - that helps find consumers and distribute their products digitally. Even’s industry-leading search, comparison, and recommendation API is an infrastructure layer that enables hundreds of diverse partners - including Credit.com, Transunion, Money Under 30, Credit Sesame, and The Penny Hoarder - to power comprehensive personal finance websites, mobile apps, and other offerings with a modern platform that is proven to accelerate customer acquisition through optimal product recommendations, lowering cost of acquisition and maximizing monetization. Even Financial is based in New York.

Ocrolus

Series A in 2018
Ocrolus Inc. is a New York-based fintech company founded in 2014 that specializes in automating manual data processes through its intelligent automation platform. The company's solution captures data from various sources, including e-statements, scanned documents, and cellphone images, achieving over 99% accuracy. By integrating artificial intelligence and crowdsourcing, Ocrolus enables businesses to streamline financial reviews, allowing them to focus on more strategic tasks by reducing the need for manual intervention. Its services are applicable in areas such as loan underwriting, account openings, robotic process automation, auditing, healthcare, and due diligence. The company primarily serves clients within the financial sector, helping them enhance efficiency and mitigate fraud through algorithmic checks and expert reviews.

xtraCHEF

Seed Round in 2018
xtraCHEF is a cloud-based restaurant management platform that provides finance and operations teams with tools to enhance productivity and profitability. The platform focuses on digitizing invoices, which allows restaurants to access valuable data and insights for improved decision-making in areas such as recipe and inventory management, purchasing, and vendor negotiations. By automating the capture, digitization, mapping, and coding of vendor invoices, xtraCHEF helps restaurant operators, caterers, and accountants save time and reduce costs associated with manual tasks. Additionally, users can benefit from manufacturer rebates, further contributing to cost savings. Overall, xtraCHEF aims to facilitate digital transformation in the restaurant industry through advanced technology and data-driven solutions.

API Fortress

Convertible Note in 2017
API Fortress Inc. is a Brooklyn-based company that specializes in API testing as a service. Founded in 2015, it offers a comprehensive platform that allows businesses to automate the testing of their application programming interfaces. The platform provides functionalities for creating and automating functional tests, virtualizing APIs, and conducting load tests, which help developers and testers identify and resolve issues before they affect end-users. Additionally, API Fortress includes features for automated test generation and an intuitive interface for collaboration among teams. The company also provides an open-source tool called 3loa Helper, which streamlines the automation of three-legged OAuth 2.0 flows. As of December 2020, API Fortress operates as a subsidiary of Sauce Labs Inc.

Thimble

Seed Round in 2017
Thimble Insurance Services, founded in 2015 and headquartered in New York, offers on-demand insurance solutions tailored for small businesses and independent workers. The company provides liability coverage across more than 100 professions, including landscapers, beauticians, dog walkers, handymen, DJs, and musicians. With a focus on flexibility, Thimble enables users to access short-term and versatile insurance that adapts to their specific needs. Originally starting as a provider of drone insurance, Thimble has expanded its offerings to serve a broader range of small businesses in the on-demand economy. As a licensed insurance broker in all 50 states and the District of Columbia, Thimble partners with reputable providers to ensure that customers can secure A-rated insurance for every job.

Thimble

Seed Round in 2017
Thimble.io Inc. develops DIY electronics kits that allow users to learn to code, build, and hack with kits. It enables users to subscribe to a monthly maker box; learn to code and assemble the kit using Thimble Learning application; and customize the device as they improve their skills. The company sells its subscription packages online. Thimble.io Inc. was incorporated in 2013 and is based in Buffalo, New York.

OnPlan

Angel Round in 2016
OnPlan is a financial modeling platform based in San Francisco, California, that specializes in providing tools for budgeting, forecasting, and performance tracking. Established in 2016, the company offers a modular software solution that includes features such as KPI tracking, dashboard creation, and benchmarking. Its platform allows businesses to synchronize data across Google Sheets, Microsoft Excel, Airtable, and OnPlan itself, facilitating collaboration within teams. Users can access tools for Budget versus Actual analysis, pre-made dashboards, and various modules for sales, marketing, and staffing. Additionally, OnPlan supports scenario analysis and allows for customizable role designations and permissions, thereby enhancing overall visibility and decision-making capabilities for organizations.

BondCliQ

Angel Round in 2016
BondCliQ Inc. is a company based in New York that has developed a central market system specifically for the corporate bond market in the United States. Established in 2015, BondCliQ aims to enhance institutional trading within the $8 trillion credit market by centralizing and organizing pre-trade quotes and improving post-trade services. The platform facilitates a formalized price formation process and fosters a competitive environment for institutional market making, ultimately empowering market makers to engage more actively in trading. By providing critical institutional pricing information and enhancing the quality of pre-trade data, BondCliQ's system supports various market participants, including buy-side and sell-side firms, as well as regulators. The company's team brings extensive experience in fixed income technology and market development, having held senior roles in prominent financial institutions.

firstAI

Convertible Note in 2016
firstAI specializes in providing analysis and comparative data on syndicated loan deals, catering to professionals in banks, law firms, asset management, and private equity firms. The company offers a user-friendly platform that grants subscribers access to comprehensive deal data through an intuitive search interface. Its services aim to simplify the complexities of the syndicated loan market by transforming customized information and transactions into actionable financial insights. Additionally, firstAI creates visual data representations tailored for leveraged finance professionals and establishes a common language for the extensive syndicated loan market. The company, formerly known as Syndicated Loan Direct, Inc., is headquartered in New York, New York.

LendingFront

Convertible Note in 2016
LendingFront, Inc. is a cloud-based lending platform tailored for banks and financial institutions, headquartered in New York City. The company provides a comprehensive, white-label software solution that encompasses all facets of the small business lending process. Its offerings include application management, underwriting, loan lifecycle monitoring, and customer information systems. LendingFront enables clients to automate various aspects of lending while allowing for manual oversight as needed. The platform is designed to accommodate a diverse clientele, from rapidly expanding online credit providers to large financial institutions. The founding team comprises experienced professionals from notable organizations in the lending technology sector.

Cosaic

Series A in 2016
Cosaic is a software developer based in Charlottesville, Virginia, established in 2012 by Megan Read, Dan Schleifer, and Terry Thorsen. The company specializes in creating financial charting software and a smart desktop platform, prominently featuring its ChartIQ product. This financial visualization platform enables clients to design responsive and interactive charting experiences tailored for brokerages, individual traders, institutional trading desks, and financial portals. Cosaic focuses on HTML5 financial charting and data visualization tools, ensuring compatibility across various platforms, including mobile, web, and desktop. The company has established partnerships with multiple organizations, including Xignite, OpenFin, StockTwits, Estimize, Autochartist, and Thomson Reuters, to enhance its offerings in crowdsourced analytics and market insights.

LoanHero

Seed Round in 2016
LoanHero, Inc. operates a loan origination platform designed to facilitate the approval of customer loans for lenders and merchants. Founded in 2014 and based in La Jolla, California, the company provides a streamlined process that offers credit decisions, promotional financing options, and competitive loan products catering to various credit levels. LoanHero's platform enables merchants to extend instant financing at the point of sale across multiple industries, including furniture, electronics, home improvement, auto repair, and healthcare services. This innovative approach allows consumers to secure financing for important purchases, often exceeding $1,000, while ensuring they receive the best available loan products. As a rapidly growing entity in retail finance, LoanHero collaborates with Credit Unions to enhance lending options for consumers. As of early 2018, LoanHero operates as a subsidiary of LendingPoint LLC.

Trigger Finance

Angel Round in 2016
Trigger Finance, Inc. is a mobile investing platform designed to assist retail investors in managing their portfolios through natural language rules and alternative orders. Launched in 2015, the platform provides users with real-time alerts and execution capabilities across various asset classes, including stocks, bonds, foreign exchange, commodities, and indices, while also integrating alternative data sources such as social media streams, economic events, and regulatory filings. Tens of thousands of investors utilize Trigger Finance to seize new opportunities and manage over $270 million in assets. The company, co-founded by experienced professionals in technology and finance, is headquartered in New York and operates as a subsidiary of Circle Internet Financial, Inc.

Bitnomial

Seed Round in 2016
Bitnomial, Inc. develops and operates an exchange, clearing, and settlement infrastructure for trading bitcoin derivatives. Its bitcoin derivatives exchange is used for trading margined bitcoin futures and options, such as bitcoin US dollar futures, Deci bitcoin US dollar futures, and bitcoin US dollar options. The company was founded in 2014 and is based in Chicago, Illinois.

Descartes Labs

Series A in 2015
Descartes Labs, Inc. specializes in deep learning and image analysis, utilizing advanced machine learning algorithms to categorize and interpret visual data from various sources, including satellites, drones, and cameras. Founded in December 2014 as a spin-out from Los Alamos National Laboratory, the company initially focused on agricultural models to predict crop yields using satellite imagery and weather data. Recognizing the broader applications of its technology, Descartes Labs developed a cloud-based geospatial analytics platform that enables organizations to analyze vast datasets for insights into natural resources and supply chains. The platform processes data from major satellite constellations, providing rapid access to analysis-ready images and supporting intelligent learning models. By normalizing and presenting science-ready data, Descartes Labs accelerates the application of machine intelligence for diverse users, including businesses and governments, enhancing decision-making and operational efficiency. The company is headquartered in Santa Fe, New Mexico, with additional offices in San Francisco, Los Alamos, and New York City.

TickerTags

Seed Round in 2015
TickerTags, Inc. operates an online platform for connecting trending social content to investors. The company was founded in 2015 and is based in Dallas, Texas. As of May 31, 2018, TickerTags, Inc. operates as a subsidiary of M Science LLC.

Closir

Convertible Note in 2015
Closir Ltd. operates an online platform designed to enhance engagement between professional investors and corporate investor relations teams. Founded in 2014 and based in London, the platform allows investors to follow companies of interest, receive real-time insights, and engage directly with their investor relations. Closir serves as a dedicated investor relations tool, improving communication by enabling companies to maintain best practices in market disclosure while targeting and connecting with new groups of institutional investors. This innovative approach facilitates a more streamlined exchange of information and investment opportunities, positioning Closir as a key player in the investor relations landscape.

Sensai

Venture Round in 2015
Sensai is a Content Analytics platform for Sales, Operations, and Finance teams. Analysts use Sensai to find and trend emerging concepts within enterprise repositories and from public and private feeds. Sensai features novel methods of clustering and tuning results so that users can quickly test theories, quantify and iterate on patterns in the data.

Engine by MoneyLion

Seed Round in 2015
Founded in 2015, Even Financial is an NYC based fintech company focused on evolving how financial institutions connect with consumers and provide them the best product recommendations at the right moment, facilitating an on-demand and personalized customer acquisition experience across the entire financial services ecosystem. The Even platform serves as a trusted intermediary for financial institutions - including Prosper, Lending Club, and Marcus by Goldman Sachs - that helps find consumers and distribute their products digitally. Even’s industry-leading search, comparison, and recommendation API is an infrastructure layer that enables hundreds of diverse partners - including Credit.com, Transunion, Money Under 30, Credit Sesame, and The Penny Hoarder - to power comprehensive personal finance websites, mobile apps, and other offerings with a modern platform that is proven to accelerate customer acquisition through optimal product recommendations, lowering cost of acquisition and maximizing monetization. Even Financial is based in New York.

Cosaic

Seed Round in 2014
Cosaic is a software developer based in Charlottesville, Virginia, established in 2012 by Megan Read, Dan Schleifer, and Terry Thorsen. The company specializes in creating financial charting software and a smart desktop platform, prominently featuring its ChartIQ product. This financial visualization platform enables clients to design responsive and interactive charting experiences tailored for brokerages, individual traders, institutional trading desks, and financial portals. Cosaic focuses on HTML5 financial charting and data visualization tools, ensuring compatibility across various platforms, including mobile, web, and desktop. The company has established partnerships with multiple organizations, including Xignite, OpenFin, StockTwits, Estimize, Autochartist, and Thomson Reuters, to enhance its offerings in crowdsourced analytics and market insights.

Estimize

Series A in 2014
Estimize, Inc. operates an open financial estimates platform that aggregates forward-looking financial estimates from a diverse range of contributors, including independent analysts, buy-side and sell-side professionals, private investors, and students. Founded in 2011 and based in New York, the platform serves as a crowdsourcing tool that provides a more accurate and timely representation of market expectations. In addition to financial estimates, Estimize fosters an online community and discussion forum where hedge funds and asset management professionals can engage, share insights, and enhance their investment analysis. The platform is also integrated with major financial research services, broadening its accessibility and utility for investors seeking a comprehensive view of stock and economic indicators.
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