Morgan Stanley Investment Advisors Inc. primarily provides its services to investment companies and individuals including high net worth individuals. It also manages accounts for pension and profit sharing plans, charitable organizations, and corporations. The firm manages separate client focused equity portfolios for its clients. It invests in public equity markets across the globe with a focus on United States, Europe, Pacific Basin, Japan, and Latin America. The firm invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. It employs a quantitative analysis approach to make its investments. The firm operates as a subsidiary of Morgan Stanley. Morgan Stanley Investment Advisors was founded in 1969 and is based in New York, New York with an additional office in Houston, Texas. Morgan Stanley Investment Advisors Inc. operates as a subsidiary of Morgan Stanley Investment Management Inc.
Managing Director and Global Head of Gaming and Lodging Investment Banking
Thomas Cahill Jr.
Co-Head of Tactical Value Investing and Managing Director
Sam Chainani
Managing Director and Portfolio Manager (Counterpoint Global)
Robert Giegerich
Executive Director
Jorge Iragorri
Managing Director
Lincoln Isetta
Managing Principal
Ashwin Krishnan
Managing Director, Co-Head of North America Private Credit, Head of Opportunistic Credit
Ryan Law
Managing Director
Robert Lee
Managing Director
Franklin Mejia
Vice President and Account Manager
Thomas Nides
COO and Executive
Steve Rodgers
Managing Director
Brittany Skoda
Managing Director and Global Head of Software Banking
Sean Sullivan
Managing Director
Frederick Wijsenbeek
Managing Director
Shyam Sundar
Managing Director and Co-Head, India Infrastructure
426 past transactions
Recurrent Energy
Debt Financing in 2025
Recurrent Energy is a renewable energy company focused on the development, construction, and operation of solar and energy storage projects. The company specializes in utility-scale solar power systems, providing clean electricity to utility, commercial, and government customers through Power Purchase Agreements and Feed-in Tariffs. Recurrent Energy oversees the entire project development lifecycle, including siting, design, interconnection, permitting, procurement, financing, construction, and asset management. By delivering competitive rates for clean energy, the company enables its customers to achieve energy independence, predictable pricing, and enhanced sustainability while ensuring that projects are viable and cost-effective.
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.
Inicio AI
Seed Round in 2025
Inicio AI is a software-as-a-service platform that specializes in developing an artificial intelligence-driven tool designed for income and expenditure assessment. The platform leverages advanced conversational AI to transcribe financial data from chat interactions in real time, enabling users to generate more accurate and detailed financial statements. It simplifies the process of budgeting by answering user queries and automatically filling out forms, thereby alleviating the stress and complexity often associated with traditional budget management. Additionally, the platform offers a user-friendly experience optimized for mobile devices, enhancing the overall accessibility and efficiency of financial assessments.
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.
Newmark
Post in 2025
Newmark is a comprehensive commercial real estate services firm that provides a wide array of solutions for both property owners and occupiers. The company specializes in leasing and corporate advisory services, investment sales, commercial mortgage brokerage, consulting, appraisal and valuation, project management, and property and facilities management. Its expertise spans various sectors, including office, retail, industrial, multifamily, student housing, hotels, data centers, healthcare, self-storage, land, condominium conversions, subdivisions, and special use properties. By offering an integrated platform, Newmark caters to a diverse clientele that includes some of the largest commercial property owners, real estate developers, and investors, along with Fortune 500 and Forbes Global 2000 companies. Through its focus on anticipating future trends, Newmark aims to deliver valuable insights and solutions tailored to the evolving needs of the real estate market.
Tipico Group
Debt Financing in 2025
Tipico is the market provider of sports betting in Germany, with a strong position across other European markets as well. The company operates an innovative, digital multichannel offering with leading online and mobile portals, as well as more than 1,000 betting shops. As a premium brand, Tipico is able to offer a large range of bets while continuing to uphold the highest standards in customer service and consumer protection. Tipico currently has more than 5,000 employees and operates in five countries.
Moderne
Series B in 2025
Moderne is a developer of a code refactoring platform that focuses on automating the maintenance and improvement of software code. With the increasing complexity and volume of code, including the prevalence of third-party components, Moderne's platform addresses challenges in software maintenance by automating updates and repairs. It helps clients manage codebases of hundreds of millions of lines, enabling them to swiftly implement fixes for security defects, upgrade existing code, and enhance overall code quality. By improving visibility into the source code running in production environments, Moderne assists organizations in eliminating vulnerable patterns and ensuring their applications remain secure and efficient.
Sterling and Wilson Renewable Energy
Post in 2025
Sterling and Wilson Renewable Energy is a provider of renewable engineering, procurement and construction (EPC) solutions.
Palmetto Clean Technology
Debt Financing in 2025
Just as technology has advanced society and delivered exciting consumer products, like Tesla cars and the iPhone, tech innovation is empowering homeowners across the country to join the New Utility Revolution. Palmetto’s clean energy marketplace and custom software tools help homeowners quickly estimate utility cost-savings and get renewable energy sources up and running, with ongoing data insights and support. For individuals, this innovation means lower utility bills, more transparency, control over energy use, increase in property value, and protection against power outages. When adopted en masse, a clean energy shift is a major step towards combating climate change and achieving American energy independence.
Databricks
Debt Financing in 2025
Databricks Inc. is a technology company that provides a unified data analytics cloud platform designed to facilitate data engineering and collaborative data science. The company offers a comprehensive suite of tools, including a just-in-time data platform that simplifies data integration, real-time experimentation, and deployment of production applications for developers and data scientists. Key products include Databricks Delta, which combines the capabilities of data warehouses with low-latency streaming, MLflow for managing the machine learning lifecycle, and Delta Lake for handling batch and streaming data. Databricks serves a diverse range of industries, including advertising, healthcare, manufacturing, and telecommunications, and has established strategic partnerships with various organizations to enhance its offerings. Founded in 2013, Databricks is headquartered in San Francisco, California, with additional offices in London, Amsterdam, and Bengaluru.
XOCEAN
Venture Round in 2025
XOCEAN Limited is a company that specializes in providing Data Collection-as-a-Service through its innovative uncrewed surface vessels (USVs). Founded in 2017 and based in Greenore, Ireland, XOCEAN focuses on delivering comprehensive ocean data solutions for surveyors, government bodies, and various offshore industries. The company's USVs are designed for unmanned operations over the horizon, utilizing satellite communications for real-time data acquisition, processing, and interpretation. XOCEAN also offers its CyberDeck, a secure cloud-based platform that enables remote monitoring and control of USVs, ensuring high-quality data collection while allowing adjustments to sensor parameters as needed. Their services encompass a range of applications, including seabed mapping, environmental monitoring, fisheries, bathymetry, and met ocean data. By leveraging proprietary technology, XOCEAN provides a safe, economical, and carbon-neutral approach to meeting the ocean data needs of its clients.
R.G. Scientific Enterprises
Acquisition in 2024
R.G. Scientific Enterprises is a manufacturer of chemical products and provides mining services.
Prescott’s
Acquisition in 2024
Prescott's is the independent service provider and refurbisher of surgical microscopes.The Company services and sells refurbished and new microscopes to hospitals and surgical centers, primarily in the neuro, ophthalmic and ENT surgical specialties.
Invest in Women Taskforce
Venture Round in 2024
The goal of the Invest in Women Taskforce is to establish one of the biggest investment pots in the world, with funds contributed by female investors, in order to spur investment in female-led companies throughout the United Kingdom.
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.
xAI
Series C in 2024
XAI develops artificial intelligence technologies for data analysis and decision-making. It uses machine learning algorithms to increase accuracy. XAI operates in finance, healthcare, and logistics industries.
FoodScience
Acquisition in 2024
FoodScience is a company specializing in the formulation, manufacturing, and marketing of high-quality nutritional supplements for both humans and pets. With a strong foundation in nutritional research and product development, FoodScience has established itself as a leader in the industry. The company's core values include a commitment to unparalleled quality, scientific research, and innovative solutions. In addition to producing its own brands, FoodScience offers formulation and private labeling services to other companies within the nutritional supplement sector, providing customized vitamins, minerals, and health supplements tailored to clients' specific needs.
PNB Housing Finance
Post in 2024
PNB Housing Finance Limited is a housing finance company based in New Delhi, India, established in 1988. The company specializes in providing a variety of loans, including housing loans for the purchase, construction, repair, and renovation of residential and commercial properties. It also offers loans against property, loans for the purchase of residential plots, and financing for commercial spaces. PNB Housing Finance caters to different customer segments, including non-resident Indians and individuals from economically weaker sections and lower to middle-income groups through various schemes. In addition to home loans, the company provides non-home loans, such as mortgage loans for residential and commercial properties, lease rental discounting loans, and financing for real estate developers. PNB Housing Finance generates revenue primarily through interest income and fees from its diverse lending services.
Flexential
Private Equity Round in 2024
Flexential is a provider of hybrid information technology infrastructure and data center services focused on delivering secure and reliable solutions to organizations. The company offers a range of services, including colocation, connectivity, cloud services, and managed services, all supported by its secure private network and enterprise-class data centers. Flexential's mission emphasizes the importance of building trusted relationships and enhancing customer success through the integration of technology and a human touch, reflecting its belief that effective infrastructure solutions are rooted in understanding and addressing the needs of people. This approach enables clients to optimize and manage their complex IT environments effectively.
CoreWeave
Debt Financing in 2024
CoreWeave operates a cloud infrastructure platform that delivers computing power primarily for blockchain and artificial intelligence/machine learning projects. The company’s specialized GPU cloud system enhances workflows and allows clients to efficiently scale their operations according to the complexity of their models. This flexibility enables users to access tailored compute resources, facilitating innovation and adaptation to rapidly changing computational needs. CoreWeave's platform is designed to support a variety of initiatives, making it a valuable resource for enterprises seeking to optimize their technological capabilities.
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.
Infinite Giving
Seed Round in 2024
Infinite Giving is an asset management platform tailored for nonprofit organizations, facilitating the growth of their financial resources. The platform enables these organizations to invest reserve funds, create and manage endowments, and streamline the receipt of donations in various forms, including stocks and cryptocurrencies. By offering a suite of solutions, such as investment strategies and financial sustainability plans, Infinite Giving simplifies the investment process for nonprofits, allowing them to focus on their missions while enhancing their financial capabilities. The platform aims to amplify the impact of nonprofit work through improved asset management and innovative financial solutions.
AMAKA Studio
Seed Round in 2024
A social publishing platform empowering Pan-African creators to reach a global audience and earn through subscriptions, events and more.
Mondee
Post in 2024
Mondee is a travel technology company that focuses on transforming the leisure and corporate travel sectors through its innovative solutions. Its platform, accessible via app and web, processes over 50 million searches daily and facilitates significant annual transaction volumes. Mondee operates two main segments: the Travel Marketplace, which primarily involves selling airline tickets through its proprietary system, and the SaaS Platform, which provides corporate travel cost-saving solutions. The company's offerings include the Mondee Marketplace, featuring Abhi, a fully integrated AI travel planning assistant. Mondee's extensive network comprises approximately 65,000 leisure travel advisors, over 500 airlines, more than one million hotels and vacation rentals, 30,000 rental car pickup locations, and 50 cruise lines, with a substantial portion of its revenue generated in the United States.
Honasa Consumer
Post in 2024
Honasa Consumer is a group of brands that consists of an extensive number of digital-first brands. The company is driven to build an FMCG conglomerate across the personal development and beauty sectors by promoting brands that use safe and quality-assured products. The in-house portfolio of the company comprises brands like Mamaearth, The Derma Co., and BBlunt.
Versana
Venture Round in 2024
Versana is a developer of a loan data platform that aims to enhance transparency, efficiency, and speed in the syndicated loan market. The company's platform delivers real-time insights into loan-level details and portfolio positions by directly capturing reference data from agent banks. This approach allows clients to eliminate discrepancies and gain direct digital access to crucial information. Versana's services encompass various aspects of the financial sector, including loan syndication, corporate credit, debt management, capital markets, leveraged finance, and both investment-grade and high-yield loans. Through its innovative technology, Versana seeks to redefine the way financial institutions manage and analyze loan data.
3Forge
Private Equity Round in 2024
3Forge aims to empower developers with a hybrid application development platform and support users with performance, scalability, and flexibility.3forge has been developing a full-stack platform that significantly reduces development time, lowers maintenance costs, and ensures consistent uptime, scalability, and performance.
Zeta Global Holdings
Post in 2024
Zeta Global Holdings is a data and analytics company that offers a comprehensive cloud-based marketing platform designed to help brands acquire, grow, and retain customers. Established in 2007 by David A. Steinberg and John Sculley, Zeta employs advanced analytics, machine learning, and extensive consumer intelligence to support enterprises across various industries, including financial services, telecommunications, and retail. Its flagship product, the Zeta Marketing Platform (ZMP), leverages identity data to analyze vast amounts of structured and unstructured data, enabling businesses to predict consumer intent and optimize marketing efforts. Headquartered in New York City, Zeta has over 1,000 employees and maintains Centers of Excellence in key locations such as Silicon Valley, Boston, London, and Hyderabad, alongside numerous other global offices. The company competes with major players in the marketing technology space, including Oracle, IBM, Salesforce, and Adobe.
Medi Assist
Post in 2024
Medi Assist is dedicated to simplifying health insurance for Indian citizens by making benefits hassle-free, accessible, and affordable. The company aims to enhance the healthcare experience through efficient management of health insurance processes, ensuring that individuals can easily navigate their health coverage. By focusing on customer-centric services, Medi Assist strives to improve the overall accessibility of health insurance, thereby promoting better health outcomes for the population.
Crafty Apes
Private Equity Round in 2024
Crafty Apes is a visual effects company that provides a wide range of services for film, television, and commercial projects. The company specializes in various aspects of visual effects, including set supervision, VFX consultation, and both 2D and 3D compositing. Crafty Apes also offers expertise in artificial intelligence and machine learning development, virtual production consultation, and asset creation. Their capabilities extend to plate photography and scanning, concept design and direction for broadcast commercials, as well as 3D CGI previs and environment creation. By delivering high-quality visual effects, Crafty Apes serves a diverse clientele in the entertainment industry, including cinematics, episodic content, films, and music videos.
Indigo
Post in 2024
IndiGo is India’s largest passenger airline with a market share of 48.9% as of March, 2020. We primarily operate in India’s domestic air travel market as a low-cost carrier with focus on our three pillars – offering low fares, being on-time and delivering a courteous and hassle-free experience. IndiGo has become synonymous with being on-time. Since our inception in August 2006, we have grown from a carrier with one plane to a fleet of 262 aircraft today. A uniform fleet for each type of operation, high operational reliability and an award winning service make us one of the most reliable airlines in the world.IndiGo has a total destination count of 87 with 63 domestic destinations and 24 International. This includes two destinations: Aizawl and Agra in India which are open for sale. Fourteen codeshare destinations beyond Istanbul on Turkish Airlines are also open for sale. They include, Athens (ATH), Budapest (BUD), Brussels (BRU), Tel Aviv (TLV) , Malta (MLA), Paris (CDG) , Dublin (DUB), Copenhagen (CPH) , Prague (PRG), Vienna (VIE), Zurich (ZRH), Amsterdam (AMS),London Gatwick (LGW) and London Heathrow (LHR) .
Ambuja Cements
Post in 2024
Ambuja Cements Limited is a prominent cement manufacturer in India, producing a range of cement and cement-related products tailored for the local construction market. The company offers various types of cement, including Portland pozzolana and ordinary Portland cement, alongside temperature-resistant concrete blocks and micro materials. Established in 1981 and based in Mumbai, Ambuja Cements primarily serves individual homebuilders, masons, contractors, architects, and engineers. Its extensive distribution network includes dealers, authorized retail stockists, and sales representatives, facilitating efficient product delivery across the country. The company is known for its sustainable practices and innovative solutions designed for Indian climatic conditions, which have helped it establish a strong reputation in the cement industry. As a subsidiary of Holderind Investments Limited and part of the global LafargeHolcim group, Ambuja Cements is committed to advancing its social responsibility initiatives while maintaining high standards of quality in its offerings.
PNB Housing Finance
Post in 2024
PNB Housing Finance Limited is a housing finance company based in New Delhi, India, established in 1988. The company specializes in providing a variety of loans, including housing loans for the purchase, construction, repair, and renovation of residential and commercial properties. It also offers loans against property, loans for the purchase of residential plots, and financing for commercial spaces. PNB Housing Finance caters to different customer segments, including non-resident Indians and individuals from economically weaker sections and lower to middle-income groups through various schemes. In addition to home loans, the company provides non-home loans, such as mortgage loans for residential and commercial properties, lease rental discounting loans, and financing for real estate developers. PNB Housing Finance generates revenue primarily through interest income and fees from its diverse lending services.
Nexus Select Trust
Post in 2024
Nexus Select Trust is a Real Estate Investment Trust focused on owning and investing in income-generating real estate and related assets in India. The Trust operates in accordance with REIT regulations and aims to provide value through its portfolio of properties. In addition to its real estate investments, Nexus Select Trust has developed several solar and hybrid power facilities with a combined capacity of nearly 43 MW, contributing to a significant reduction in CO2 emissions. This dual focus on real estate and sustainable energy underscores the Trust's commitment to both financial performance and environmental responsibility.
Embraer
Post in 2024
Embraer SA is a Brazil-based company headquartered in Sao Paulo, primarily engaged in the manufacture of aircraft. It operates through three main business segments: Commercial Aviation, Defense and Security, and Executive Aviation. The Commercial Aviation segment focuses on the development, production, and sale of commercial jets, emphasizing the regional aviation sector and offering support services, which generate the majority of the company's revenue. The Defense and Security segment encompasses research, development, and production of defense aircraft, as well as systems and software design. In the Executive Aviation segment, Embraer develops, produces, and sells business jets, and provides related support services and aircraft leasing. By prioritizing customer satisfaction and leveraging a technology-driven portfolio, Embraer aims to build long-term relationships across its diverse markets.
SKG
Corporate Round in 2024
SKG is a fashionable massager and beauty device brand to pursue fashionable and healthy life style.
Jyoti CNC Automation
Post in 2024
Jyoti CNC Automation manufactures and markets gearboxes, precision all-geared head lathe machines, CNC turning, machining, and mill centers.
American Restoration Operations
Acquisition in 2024
American Restoration is a holding company that specializes in acquiring and investing in restoration businesses throughout the United States. The company provides a wide range of mitigation and restoration services for both residential and commercial properties, including water, fire, and mold remediation. By delivering these comprehensive services, American Restoration assists customers in quickly recovering and rebuilding their lives and businesses following disasters.
Sokin
Venture Round in 2024
Sokin is a global fintech company specializing in cross-border payments and international money transfer services. The company operates on a subscription-based model, allowing users to make unlimited international transfers for a fixed monthly fee, which simplifies and reduces the cost of global remittances and business transactions compared to traditional services that charge per transaction. Sokin offers a multi-currency digital wallet that enables users to send, receive, and hold various currencies, enhancing convenience for international transactions. Additionally, the company provides tailored payment solutions for businesses, facilitating efficient management of global payments. To further expand its market presence, Sokin has formed partnerships with prominent sports organizations, including football clubs such as Everton FC and AS Monaco, to promote its financial solutions.
Intersect Power
Debt Financing in 2024
Intersect Power is a clean infrastructure company focused on developing innovative and scalable low-carbon solutions for energy and commodity markets. The company specializes in all phases of project development, including design, engineering, finance, and operations. Intersect Power has a robust pipeline of 3.2 GWDC of late-stage solar and storage projects expected to commence operations by 2023, along with a growing portfolio of other clean infrastructure assets. Additionally, the company has successfully developed and sold over 1.7 GWDC of contracted solar projects in California and Texas, which are now managed by third-party investors. Intersect Power also explores advanced technologies such as green hydrogen and carbon capture, providing sustainable alternatives to fossil fuels for various applications, including transportation and chemical processes.
METUB
Series B in 2024
METUB Network is a prominent digital entertainment company based in Ho Chi Minh City, Vietnam, specializing in supporting artists, creators, and video producers. The company operates an online platform that facilitates the registration, creation, uploading, and sharing of videos, enabling creators to monetize their content effectively. With a network that includes over 3,000 YouTube channels generating more than 4 billion views monthly, METUB provides a range of services such as channel development consulting, copyright protection, and promotional support. The platform also assists video creators in navigating various video-sharing platforms, primarily targeting Vietnamese user communities. By offering tools and expertise in content partnership and influencer marketing, METUB empowers creators to transform their passions into sustainable careers while expanding their audiences.
Hudson’s Bay Company
Post in 2024
Hudson's Bay Company (HBC), founded in 1670, is the oldest company in North America and has evolved into one of the fastest-growing department store retailers globally. The company operates a diverse portfolio of eight retail banners, which include Hudson’s Bay, Lord & Taylor, Saks Fifth Avenue, and Saks OFF 5TH in North America, as well as GALERIA Kaufhof and Galeria INNO in Europe. With over 460 stores and approximately 65,000 employees worldwide, HBC caters to various market segments, offering luxury, better department store, and off-price formats. The recent acquisition of GALERIA Kaufhof Group has further strengthened its European presence. HBC also has substantial investments in real estate joint ventures, collaborating with Simon Property Group in the HBS Global Properties Joint Venture and partnering with RioCan Real Estate Investment Trust in Canada. This strategic focus on enhancing store performance, expanding all-channel offerings, and leveraging real estate assets underlines HBC's growth strategy.
CSB Bank
Post in 2024
CSB Bank Limited, headquartered in Thrissur, India, is a private sector bank that provides a range of banking products and services catering to small and medium enterprises, retail customers, and NRIs. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. It offers various deposit products, including current and savings accounts, term deposits, and specialized accounts for NRI customers. CSB Bank provides a wide array of loan options, such as personal, home, vehicle, education, agricultural, and gold loans, as well as working capital and commercial vehicle loans. Additionally, the bank engages in investment activities, proprietary trading, and offers services like money transfers, utility payments, and internet banking. With a network of approximately 411 branches and 300 ATMs, CSB Bank serves over one million customers across India. Established in 1920 and originally known as The Catholic Syrian Bank Limited, it rebranded to CSB Bank Limited in June 2019.
Daloopa
Series B in 2024
Daloopa specializes in document automation and data extraction, utilizing artificial intelligence to streamline the management of complex financial documents. By converting these documents into an auditable database, Daloopa provides clarity for financial institutions, enabling them to efficiently handle high-volume, critical tasks. The company serves a diverse range of clients, including hedge funds, private equity firms, mutual funds, corporations, and investment banks, assisting them in quickly addressing urgent data discovery needs during earnings periods and model-building processes. Daloopa's AI-driven approach distinguishes it from traditional one-size-fits-all solutions, offering comprehensive and precise data on publicly traded companies in a timely manner.
Jigsaw
Series A in 2024
Jigsaw is a developer of data-driven diagram creation software aimed at construction professionals. The company specializes in transforming the process of creating, manipulating, and presenting various business diagrams, making it both easy and visually impactful. Jigsaw's software enables users to visualize complex data through features that facilitate deal visualization, business flow drawings, corporate structure charts, step plans, organizational charts, privacy management, data flow management, and transaction monitoring. This comprehensive approach allows clients to effortlessly visualize their deals and business processes, enhancing their ability to manage and present information effectively.
FMX
Venture Round in 2024
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.
Safehold
Post in 2024
Safehold Inc. is transforming real estate ownership by offering an innovative approach to unlocking the value of land beneath commercial properties. The company specializes in acquiring, managing, and capitalizing on ground leases, which are long-term agreements between the landlord and the tenant. This model allows property owners in major U.S. markets, including multifamily, office, industrial, hospitality, and mixed-use sectors, to enhance returns while mitigating risk. As a real estate investment trust (REIT), Safehold aims to deliver stable income and long-term capital appreciation to its shareholders through its modern ground lease capital solutions.
Recykal
Series B in 2024
Recykal is a digital technology company specializing in cloud-based solutions for the waste management and recycling industry. Its platform serves as a connector for various stakeholders, including businesses, consumers, waste aggregators, and recyclers, facilitating transparent and traceable transactions among them. The system is particularly beneficial for fast-moving consumer goods (FMCG) and electronics brands, assisting them in implementing consumer awareness and take-back programs. Additionally, Recykal helps these companies comply with extended producer responsibility (EPR) regulations set by government authorities, promoting sustainable practices and generating significant social, economic, and environmental impacts.
The Pasha Group
Debt Financing in 2024
The Pasha Group is a diversified transportation and logistics management company that operates globally, providing a range of services across multiple sectors. Founded in 1942 and headquartered in San Rafael, California, the company specializes in automotive services, relocation services, logistics services, transportation services, and maritime services. Its automotive division offers vehicle processing, distribution, and supply chain support for both new and pre-owned vehicles, catering to manufacturers, dealers, and military personnel throughout North America. The relocation services unit manages global moving for individuals and corporations, including personally-owned vehicles. Additionally, Pasha Group provides commercial freight forwarding and project logistics for various goods, including construction and high-tech equipment. The maritime services unit handles terminal management and stevedoring for diverse cargoes, enhancing its operational capabilities. The company has established a presence in key locations across the United States, as well as in Asia and Europe, and utilizes advanced tracking technologies to deliver efficient logistics solutions.
Resource Innovations
Acquisition in 2024
Resource Innovations specializes in demand-side management, energy efficiency, and environmental consulting services. The company offers a range of solutions aimed at utilities and various energy consumers, including commercial, industrial, and residential sectors. Its services encompass program administration, implementation, public sector outreach, grid management, and planning and design. By providing these comprehensive services, Resource Innovations helps clients achieve sustainable resource efficiency and improve their energy management practices.
Blueground
Debt Financing in 2024
Blueground is a hospitality company specializing in the leasing and management of fully furnished residential properties across Greece, Turkey, and the United Arab Emirates. Founded in 2013 and headquartered in Kifisia, Greece, the company focuses on providing high-quality accommodations for corporate travelers, expatriates, and leisure guests. By leveraging a combination of local expertise, thoughtful design, and technology, Blueground offers a seamless living experience that allows clients to access apartments on flexible terms. Its platform is designed to meet the diverse needs of modern travelers, ensuring that guests enjoy comfortable, well-equipped homes during their stay.
TFI International
Post in 2024
TFI International Inc is a transportation and logistics company based in Canada, operating across North America through four primary segments: package and courier, less-than-truckload, truckload, and logistics. Established in 1957 and headquartered in Saint Laurent, Quebec, TFI International offers a comprehensive range of services, including the transportation and delivery of goods, which caters to various industries such as insurance, optical, financial, travel, dental, and legal sectors. The company's package and courier segment manages a significant volume of deliveries, while the less-than-truckload and truckload segments handle varying sizes of shipments, utilizing specialized trucks for different needs. Additionally, TFI International provides general logistics services, enhancing its operational efficiency and creating value for shareholders through strategic acquisitions and a robust network of wholly-owned subsidiaries. The majority of its revenue is generated from Canadian operations, with a notable presence in the United States.
Automated Architecture
Seed Round in 2024
Automated Architecture provides the technological infrastructure for a distributed robotic micro-factory network producing sustainable timber housing.
Amal Alliance
Grant in 2024
Amal Alliance is a nonprofit, non-governmental organization dedicated to empowering displaced children through social development programs at refugee camps and informal settlements around the globe. Amal Alliance provides psychosocial support, social-emotional learning, early childhood development, integration through play, and peacebuilding services.
Equinox Fitness
Debt Financing in 2024
Equinox Fitness is a leading operator of upscale fitness clubs and spas, with a presence in major cities across the United States, including New York, Los Angeles, San Francisco, Miami, Chicago, Boston, Dallas, Houston, and Washington, DC, as well as international locations in London, Toronto, and Vancouver. The company provides a comprehensive range of services and products designed to promote health and wellness, including strength and cardio training, group fitness classes, personal training, and spa services. Additionally, Equinox offers branded apparel and food and juice bar options, creating an integrated fitness experience for its members. With a commitment to enhancing the fitness journey, Equinox caters to clients seeking a high-quality fitness environment.
Intel
Post in 2024
Intel Corporation is a leading technology company founded in 1968, known for its innovation in silicon design, manufacturing, and integrated digital technology platforms. The company plays a pivotal role in advancing computing and communications by providing powerful processors, accelerators, and data-centric solutions that enhance performance, power, and connectivity across a wide range of applications. Intel's commitment to transforming data into actionable insights is evident in its diverse offerings, which include advancements in artificial intelligence, 5G, and autonomous technologies. With a global workforce of approximately 107,000 employees, Intel strives to create transformative products that shape the future of technology and improve everyday life. Through its research arm, Intel Labs, the company continues to pioneer new technologies, ensuring that it remains at the forefront of innovation in the tech industry.
Zomato
Post in 2024
Zomato is an online restaurant guide and food delivery platform that enables users to discover, order, and review meals from a wide array of restaurants. With a user base exceeding 55 million across 24 countries, Zomato provides detailed information about dining options, allowing consumers to rate and review restaurants while building personal networks for trusted recommendations. The platform offers various services, including food delivery, table booking, and payment solutions, while also supporting restaurant partners through advertising opportunities and the supply of high-quality ingredients. Zomato operates different segments, with a significant focus on food ordering and delivery in India, alongside its additional services such as Hyperpure and quick commerce.
Echelon Data Centres
Debt Financing in 2024
Echelon Data Centres is a European operator and developer of large-scale data center infrastructures. The company focuses on creating a network of data center campuses that provide essential data infrastructure in a sustainable and ethical manner. Echelon offers a range of solutions, from powered shells to fully customized fit-outs, tailored to meet specific client needs. This flexibility allows clients to address current demands while also reserving capacity for future expansion, thereby supporting the increasing global demand for data and computing resources.
Unfabled
Seed Round in 2024
Unfabled is a women's health consumer platform focused on providing curated and personalized health and wellness solutions. The company leverages technology to help women discover sustainable products tailored to their individual needs throughout their health cycles. By offering a selection of curated products, Unfabled aims to empower women in managing their health and wellness more effectively.
Skin Idea
Acquisition in 2024
Skin Idea is a manufacturing firm specializing in cosmetics, dedicated to developing and producing products suitable for various skin types. The company operates across the United States, Europe, China, and Russia, focusing on researching and developing cosmetic raw materials and formulations. Skin Idea conducts rigorous clinical and product testing in collaboration with both domestic and international research institutes, ensuring the efficacy and safety of its competitive signature product lines.
instagrid
Series C in 2024
Instagrid GmbH, founded in 2018 and based in Stuttgart, Germany, specializes in manufacturing portable battery storage systems designed to meet the power demands of various sectors, including construction, event technology, landscaping, and public services. The company's innovative products feature a unique architecture with stacked micro-level inverters, making them smaller, lighter, and more powerful than traditional battery systems. Instagrid's portable power solutions provide reliable, efficient, and environmentally friendly electricity, serving as a sustainable alternative to noisy and polluting petrol and diesel generators. By enabling mobile power infrastructures, Instagrid supports users working in temporary locations with clean and affordable energy.
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.
Zomato
Post in 2023
Zomato is an online restaurant guide and food delivery platform that enables users to discover, order, and review meals from a wide array of restaurants. With a user base exceeding 55 million across 24 countries, Zomato provides detailed information about dining options, allowing consumers to rate and review restaurants while building personal networks for trusted recommendations. The platform offers various services, including food delivery, table booking, and payment solutions, while also supporting restaurant partners through advertising opportunities and the supply of high-quality ingredients. Zomato operates different segments, with a significant focus on food ordering and delivery in India, alongside its additional services such as Hyperpure and quick commerce.
Cult Mia
Seed Round in 2023
Cult Mia is the independent luxury fashion marketplace of tomorrow.
Car Rental San Francisco
Angel Round in 2023
We make transportation affordable, comfortable and green reducing the carbon footprint while keeping costs low.
Huel
Venture Round in 2023
Huel GmbH is a company based in Aylesbury, United Kingdom, that specializes in producing and selling nutritionally complete food products, primarily in powdered form, along with nutrition bars and ready-to-drink options. Founded in 2012 and rebranded from ODYHACK LIMITED in 2017, Huel's mission focuses on providing convenient and affordable meal solutions with minimal environmental impact. Its products contain essential amino acids, fatty acids, fiber, and at least 100% of the daily recommended amounts of 27 essential vitamins and minerals. Huel's offerings are high in protein, low in sugar, and suitable for various dietary needs, being 100% vegan and made from sustainable ingredients like oats, pea protein, and flaxseed. The product range includes multiple flavored powders, a gluten-free option, the world's first nutritionally complete granola, and on-the-go bars, all designed to cater to health-conscious consumers seeking easy meal supplements.
Cello
Funding Round in 2023
Cello is a prominent Indian consumer products company known for its extensive range of plastic products, including writing instruments, household items, and molded furniture. As a part of the Cello Group, valued at Rs.1000 crore, it stands as one of India's largest manufacturers in this sector and has gained recognition as a trusted household name. Cello specializes in consumerware, offering products such as water bottles, storage containers, tiffins, and stationery items. With a commitment to innovation and quality, the company has been awarded the PLEXCONCIL AWARD for outstanding performance on multiple occasions. Cello primarily generates its revenue within India, reflecting its strong market presence and dedication to meeting consumer needs through advanced technology and continuous improvement.
Databricks
Series I in 2023
Databricks Inc. is a technology company that provides a unified data analytics cloud platform designed to facilitate data engineering and collaborative data science. The company offers a comprehensive suite of tools, including a just-in-time data platform that simplifies data integration, real-time experimentation, and deployment of production applications for developers and data scientists. Key products include Databricks Delta, which combines the capabilities of data warehouses with low-latency streaming, MLflow for managing the machine learning lifecycle, and Delta Lake for handling batch and streaming data. Databricks serves a diverse range of industries, including advertising, healthcare, manufacturing, and telecommunications, and has established strategic partnerships with various organizations to enhance its offerings. Founded in 2013, Databricks is headquartered in San Francisco, California, with additional offices in London, Amsterdam, and Bengaluru.
Yatra
Post in 2023
Yatra is an Indian consumer travel platform and online travel agency that specializes in providing a comprehensive range of travel-related services. The company primarily focuses on air ticketing, which constitutes its main source of revenue, while also offering hotel bookings, holiday packages, and various ancillary services. Yatra facilitates both domestic and international travel, allowing customers to book flights, hotels, homestays, and transportation options such as bus and rail tickets. Additionally, Yatra hosts advertisements on its websites and collaborates with travel insurance companies to enhance its service offerings. The platform includes applications like Yatra Mini and Yatra Web Check-In, making travel planning more convenient for users.
Sula Vineyards
Post in 2023
Sula Vineyards Pvt. Ltd., established in 1999 and headquartered in Nashik, India, is a leading producer and exporter of a diverse range of wines, including white, red, rosé, and sparkling varieties. The company is recognized as India's premier wine producer and has pioneered the creation of notable wines such as Sauvignon Blanc, Chenin Blanc, Riesling, and Zinfandel. In addition to its wine production, Sula imports and distributes prestigious international brands, including Remy Martin Cognac and Piper Heidsieck Champagne. The company's extensive portfolio features popular wine brands like RASA, Dindori, The Source, Satori, Madera, and Dia. Sula Vineyards markets its products through hotels, restaurants, and distributors, while also offering wine tourism experiences at its vineyard resorts and tasting rooms.
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.
OVO Energy
Private Equity Round in 2023
OVO Energy is an independent energy technology company and supplier that was launched in 2009. The company's goal is to make energy more affordable, environmentally friendly, and easier to understand. By providing excellent service, transparent information, and a commitment to honesty, OVO Energy is working to improve the energy industry. The company is continuously striving to reach new heights in its mission to revolutionize the way energy is consumed and distributed.
Central California Food Bank
Grant in 2023
Central California Food Bank with the goal of ensuring that those in need of food received it.
Energix
Post in 2023
Energix - Renewable Energies Ltd. is a public company traded in the Tel Aviv Stock Exchange since May, 2011 (TASE: "ENRG”). Energix is owned (67%) by Alony Hetz Properties and Investments Ltd. (TASE: "ALHE”), one of the largest real-estate investment group in Israel. Energix was founded in 2009 as a fully owned subsidiary of Amot Investments Ltd. (TASE: "AMOT”), the Israeli real estate subsidiary of Alony Hetz, under the name of Amot Energy Ltd. Energix made its first steps by installing "small scaled" (50 KWp) roof-top PV systems on industrial parks buildings owned by Amot industrial parks.
Top Aces
Private Equity Round in 2023
Top Aces Inc. is an aviation company specializing in advanced airborne training services for military forces, including the Australian, Canadian, and German armed forces. Established in 2000 and headquartered in Dorval, Canada, with additional offices in Mesa, Arizona, and Hermannsburg, Germany, Top Aces offers a variety of services, including combat training, joint terminal attack controller training, and electronic warfare training. The company utilizes a fleet of fighter aircraft to provide adversary services and has an impressive operational record, having flown over 80,000 hours of training. In addition to air combat training, Top Aces also delivers medical evacuation, airborne fire services, air charter services, and logistics support, ensuring the operational readiness and safety of its clients. Through its focus on safety and exceptional service delivery, Top Aces is redefining air combat training in support of military preparedness and effectiveness.
RecNation RV & Boat Storage
Debt Financing in 2023
RecNation Storage is a company that owns, operates, and develops specialized storage facilities designed for recreational vehicles and marine vehicles. It focuses on providing a secure environment for customers' vehicles, enhancing facilities with modern lighting and electric options, and offering concierge services to ensure a convenient experience. By prioritizing customer satisfaction and security, RecNation aims to give clients peace of mind, allowing them to fully enjoy their recreational activities.
Allstar Construction
Acquisition in 2023
Allstar Construction is a state-licensed contractor specializing in construction, building maintenance, and insurance restoration services for multi-family properties and associations of various sizes. The company provides a comprehensive range of exterior services, including roofing, siding, windows, gutters, and decks. In addition, Allstar Construction offers interior remodeling services, addressing needs such as storm damage repair, window and door installation, and attic ventilation and insulation. By serving both residential and commercial markets, Allstar Construction aims to meet the diverse construction and maintenance requirements of its clients from a single source.
RowCal
Acquisition in 2023
RowCal is a property management company that offers tailored solutions for various residential communities, including townhome associations, condominium associations, single-family home associations, and master associations. The company specializes in managing and maintaining these communities by providing a range of services such as financial management, administrative support, maintenance and repair, and vendor management. By focusing on the unique needs of each community, RowCal aims to enhance the living experience for residents while ensuring the effective operation of homeowner associations.
Sasol
Post in 2023
Sasol Limited is an integrated chemical and energy company based in South Africa, with operations spanning multiple segments, including Mining, Exploration and Production International, Energy, Base Chemicals, and Performance Chemicals. The company manages coal mines and engages in oil and gas exploration and production in countries such as Mozambique, Canada, and Gabon. Sasol markets and sells various products, including liquid fuels, pipeline gas, and electricity, while also developing gas-to-liquids ventures. Its chemical production includes a wide array of materials, such as polyethylene, polypropylene, and various specialty chemicals used in industries like pharmaceuticals, agriculture, and water treatment. With a workforce of over 34,000 employees across 37 countries, Sasol focuses on leveraging its technologies and expertise to build and operate large-scale facilities for producing high-value products, all while maintaining a strong commitment to its South African roots and expanding its international footprint. Founded in 1950 and headquartered in Johannesburg, Sasol is dedicated to sustainable development and innovation in the energy and chemicals sectors.
Everstream Analytics
Series B in 2023
Everstream Analytics is a supply chain risk analytics company focused on enhancing the resilience and agility of clients' supply chains. By integrating with procurement, logistics, and business continuity platforms, the company provides comprehensive global visibility of supply chain risks. Utilizing data science, proprietary intelligence, and a team of multilingual specialists, Everstream Analytics monitors global risks and events in real-time, allowing clients to respond proactively. Its platform tracks risk alongside business performance indicators, builds detailed risk profiles, and identifies critical hotspots through heat maps. This approach enables businesses to effectively visualize and manage potential disruptions, ensuring continuity and transforming risks into competitive advantages.
Versana
Venture Round in 2023
Versana is a developer of a loan data platform that aims to enhance transparency, efficiency, and speed in the syndicated loan market. The company's platform delivers real-time insights into loan-level details and portfolio positions by directly capturing reference data from agent banks. This approach allows clients to eliminate discrepancies and gain direct digital access to crucial information. Versana's services encompass various aspects of the financial sector, including loan syndication, corporate credit, debt management, capital markets, leveraged finance, and both investment-grade and high-yield loans. Through its innovative technology, Versana seeks to redefine the way financial institutions manage and analyze loan data.
Juniver
Pre Seed Round in 2023
Juniver offers specialized care and support for individuals recovering from eating disorders through a neuroscience-based recovery program. The company provides an on-demand platform that includes practical tools and habit-formation principles, aimed at helping users manage cravings and urges. By fostering a supportive community, Juniver facilitates long-term recovery, addressing the complexities of disordered eating in a comprehensive manner.
Delhivery
Post in 2023
Delhivery is a logistics and supply chain services company based in Gurgaon, Haryana, India, founded in 2011 by Bhavesh Manglani, Kapil Bharati, Mohit Tandon, Sahil Barua, and Suraj Saharan. It offers a comprehensive range of services, including transportation, warehousing, freight, and order fulfillment, along with value-added services such as e-commerce return processing, payment collection, and assembly services. Delhivery specializes in express parcel delivery and freight solutions, catering primarily to the growing e-commerce market. The company employs advanced strategies to enhance delivery speed, reduce logistics costs, and improve customer satisfaction. It generates the majority of its revenue from India and aims to transform the logistics landscape through innovative supply chain solutions.
Humana
Post in 2023
Humana is a prominent private health insurer based in Louisville, Kentucky, specializing in government-sponsored healthcare programs. Established in 1964, the company primarily focuses on administering Medicare Advantage plans, Medicaid, and the TRICARE program for military service members and their families. Humana serves a diverse membership base, with a significant portion of its medical coverage stemming from individual and group plans. In addition to its insurance offerings, Humana provides a range of healthcare services, including primary care, at-home care, and pharmacy benefit management. The company also operates Humana Veterans, a subsidiary dedicated to delivering healthcare solutions to veterans when services are unavailable through Veterans Affairs Medical Centers. Humana's commitment to innovation, choice, and engagement informs its approach to meeting the healthcare needs of its members.
Magenta Mobility
Series B in 2023
Magenta Mobility is an EV charging and mobility solution provider whose mission is to revolutionize and aggregate the urban freight and transportation segment. It is creating an electric ecosystem for e-Commerce, FMCG, FMCD, Pharmaceuticals, Food, Courier & Logistics companies, as well as for employee transportation and last-mile deliveries. Magenta bases its EV delivery and logistics services on unrivaled full-stack software technology and has implemented a connected Fleet Management System.
Syngene International
Post in 2023
Syngene International is India's largest Contract Research Organization (CRO), specializing in integrated discovery and development services for new molecular entities, including small molecules, large molecules, and oligonucleotides. The company supports a wide range of industries, such as pharmaceuticals, biotechnology, agrochemicals, consumer health, animal health, cosmetics, and nutrition. Syngene provides comprehensive services that encompass the entire research and development process, from lead generation to clinical and commercial supplies. Operating primarily in India and the United States, Syngene generates a significant portion of its revenue from the U.S. market. Its offerings include oligonucleotide synthesis, bioinformatics, clinical development services, polymer research, and chemical development, among others.
Apex Companies
Acquisition in 2023
Apex is a national firm specializing in water resources and environmental services, offering comprehensive solutions for both routine and complex projects. Established in 1988 and headquartered in Rockville, Madison, Apex provides a wide range of services, including environmental assessments, water and stormwater management, permitting and planning, and remediation. The firm serves a diverse clientele across various sectors, including energy, industrial, manufacturing, real estate, retail, aerospace, education, food, and healthcare. By addressing critical environmental issues related to water, ground, facilities, and air quality, Apex enables clients to uphold environmental health and safety standards effectively. The company operates under Sentinel Capital Partners, having been previously acquired by Tailwind Capital in 2010.
Athulya Senior Care
Private Equity Round in 2023
Athulya Senior Care is a healthcare service provider dedicated to improving the lives of seniors through specialized geriatric care. The company offers a range of services, including assisted living, home healthcare, palliative care, transition care, dementia care, and physiotherapy and rehabilitation. By focusing on the unique needs of the elderly, Athulya Senior Care aims to enhance the health and well-being of its clients, ensuring they receive comprehensive support tailored to their individual requirements.
Netskope
Convertible Note in 2023
Netskope, Inc. is a cloud application analytics and policy company that specializes in providing a secure Software-as-a-Service (SaaS) platform for enterprises. The company's primary offering, Netskope Security Cloud, delivers visibility and real-time protection for data and users accessing cloud services, websites, and private applications. Netskope's platform employs patented technology to enable granular control and conditional access, adhering to zero trust principles. The company also offers Cloud XDTM, which enhances visibility into cloud application usage, and NewEdge, a security network that facilitates real-time security without compromising performance. Additionally, Netskope provides a Cloud Access Security Broker (CASB) to manage cloud applications and prevent data exfiltration, as well as a cloud-based web security solution that safeguards against malware and advanced threats. Founded in 2012 and headquartered in Santa Clara, California, Netskope serves various industries, including financial services, government, healthcare, and retail, while maintaining data centers across multiple countries to support its global operations.
HYNN Technologies
Series D in 2023
HYNN Technologies specializes in manufacturing equipment for lithium battery production. The company develops and supplies intelligent production lines and inspection systems tailored for the battery manufacturing industry. Its products are utilized in various settings, including battery factories, new energy vehicle production facilities, high-end laboratories, and research institutions. By providing advanced equipment and systems, HYNN Technologies aims to enhance battery performance and energy efficiency for its clients in the new energy sector.
CyberCube
Series C in 2022
CyberCube Analytics, Inc. is a San Francisco-based company that operates a cyber risk analytics platform tailored for the global insurance industry. Founded in 2017, CyberCube specializes in providing data-driven cyber analytics, which assist insurance organizations in making informed decisions regarding insurance placements, underwriting cyber risks, and managing risk aggregation. Its cloud-based platform integrates big data, artificial intelligence, and actuarial science, offering insights derived from vast amounts of data on millions of companies and various technology failure scenarios. Through its services, CyberCube enables insurers to better assess financial losses and industry benchmarks, ultimately supporting businesses in navigating the complexities of cyber risk in the digital landscape.
Sula Vineyards
Venture Round in 2022
Sula Vineyards Pvt. Ltd., established in 1999 and headquartered in Nashik, India, is a leading producer and exporter of a diverse range of wines, including white, red, rosé, and sparkling varieties. The company is recognized as India's premier wine producer and has pioneered the creation of notable wines such as Sauvignon Blanc, Chenin Blanc, Riesling, and Zinfandel. In addition to its wine production, Sula imports and distributes prestigious international brands, including Remy Martin Cognac and Piper Heidsieck Champagne. The company's extensive portfolio features popular wine brands like RASA, Dindori, The Source, Satori, Madera, and Dia. Sula Vineyards markets its products through hotels, restaurants, and distributors, while also offering wine tourism experiences at its vineyard resorts and tasting rooms.
Blooom
Acquisition in 2022
Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, that focuses on managing workplace retirement accounts, including 401(k) and 403(b) plans. Founded in 2013 by experienced financial advisors, the company aims to provide accessible investment management services to a broad audience of Americans who lack financial advisory support. As a Registered Investment Advisor, Blooom emphasizes fiduciary best practices while offering low fees and tailored investment strategies. Its platform utilizes financial technology to deliver comprehensive investment analysis, portfolio adjustments, and risk management, enabling clients to optimize their retirement savings in a straightforward manner.
Emler Swim School - Corporate Office
Private Equity Round in 2022
Emler Swim School is a sports company specializing in swimming instruction and services.
Intersect Power
Debt Financing in 2022
Intersect Power is a clean infrastructure company focused on developing innovative and scalable low-carbon solutions for energy and commodity markets. The company specializes in all phases of project development, including design, engineering, finance, and operations. Intersect Power has a robust pipeline of 3.2 GWDC of late-stage solar and storage projects expected to commence operations by 2023, along with a growing portfolio of other clean infrastructure assets. Additionally, the company has successfully developed and sold over 1.7 GWDC of contracted solar projects in California and Texas, which are now managed by third-party investors. Intersect Power also explores advanced technologies such as green hydrogen and carbon capture, providing sustainable alternatives to fossil fuels for various applications, including transportation and chemical processes.
Vital Thin Film Materials
Series B in 2022
Vital Thin Film Materials specializes in the research, development, production, sales, and recycling of sputtering targets and evaporation materials for physical vapor deposition (PVD). The company offers a diverse range of high-purity products, including metals, complex metal alloys, precious metals, and ceramic materials. These materials are utilized across various industries, such as display technology, photovoltaic systems, semiconductors, precision optics, data storage, and glass manufacturing. Vital Thin Film Materials is committed to advancing its product offerings through continuous innovation and maintaining high standards of quality in its production processes.
Clip
Debt Financing in 2022
Clip is transforming card acceptance in Mexico by providing portable card-reading hardware and a digital payment platform that enables businesses to accept all credit and debit cards, including contactless payments. The company's solutions allow businesses to turn smartphones or tablets into card terminals, facilitating seamless transactions without the need for complicated paperwork or monthly fees. By focusing on empowering Mexican businesses, Clip helps them increase sales and grow by offering a user-friendly application that simplifies payment acceptance. This approach positions Clip as a vital ally for merchants seeking efficient and accessible payment solutions.
Recykal
Series A in 2022
Recykal is a digital technology company specializing in cloud-based solutions for the waste management and recycling industry. Its platform serves as a connector for various stakeholders, including businesses, consumers, waste aggregators, and recyclers, facilitating transparent and traceable transactions among them. The system is particularly beneficial for fast-moving consumer goods (FMCG) and electronics brands, assisting them in implementing consumer awareness and take-back programs. Additionally, Recykal helps these companies comply with extended producer responsibility (EPR) regulations set by government authorities, promoting sustainable practices and generating significant social, economic, and environmental impacts.
Stimulus
Seed Round in 2022
Stimulus, Inc. is a New York-based company that specializes in relationship intelligence software, designed to enhance vendor and supplier management for businesses. Founded in 2016, Stimulus offers a platform that leverages data and analytics to provide organizations with insights necessary for informed purchasing decisions. The platform enables teams to analyze supplier data, compare suppliers, and generate custom reports, all while ensuring real-time data analysis. By enhancing visibility into supplier relationships, Stimulus helps companies identify risks, uncover opportunities, and optimize their sourcing and procurement processes, ultimately leading to cost savings and improved efficiency in the supply chain.
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