Investor directory

Morgan Stanley

Morgan Stanley is a multinational financial services firm that provides a wide range of services to corporations, governments, financial institutions, and individuals across various regions, including Europe, the Middle East, Africa, the Americas, and Asia. The firm is involved in capital raising, financial advisory services, corporate lending, and investment activities, offering underwriting for debt and equity securities, as well as advice on mergers, acquisitions, and restructurings. Additionally, Morgan Stanley operates several private equity and venture capital subsidiaries, focusing on middle-market investments in sectors such as energy, technology, healthcare, and infrastructure. These subsidiaries engage in management buyouts, corporate carve-outs, and growth equity investments, aiming to enhance portfolio company value through operational improvements and strategic acquisitions. The firm also has a significant wealth management division, serving a diverse range of clients, from individual investors to large corporations. Established in 1986 and headquartered in New York, Morgan Stanley emphasizes active capital management across public and private markets to deliver results for its clients.

Focus

Scale StageSeries CSeed RoundSeries BSeries AShow more
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Lauren Bellmare

Vice President, Corporate Communications

H. Chin Chou

CEO of Private Equity Asia

Peter Chung

Managing Partner

Inma Diaz

Managing Director

Alberto Donzelli

Managing Director

William A. Gassman

Investment Professional

John Hagarty

Chief Operating Officer

Catherine Hong

Managing Director

Markus Hottenrott

CIO

Claiborne Johnston

Managing Director

Alice Kim

Executive Director

Chris Koski

Global Head of Investment Strategy

Wing Cheung Law

MD

Kevin Lee

Executive Director

Johan Lim

Executive Director

Richard Lockwood

Director and MD

Mark McLean

Managing Director

Andrew Medvedev

Managing Director

David N. Miller

Head of Private Credit & Equity

John J. Moon

Head of Morgan Stanley Energy Partners (MSEP)

Chris Ortega

Managing Director

Raja Parthasarathy

Managing Director

Yacine Saidji

Managing Director

Arjun Saigal

MD and Co-Head

Ruchir Sharma

Head of Emerging Markets and Chief Global Strategist

John V. Veech

Managing Director

Jim Wilmott

Managing Director and Chairman of Europe

302 past transactions

Vital Thin Film Materials

Series B in 2022
Pioneer Thin Film Materials Co., Ltd. is a subsidiary of Pioneer Group, dedicated to R&D, production, sales and recycling of sputtering targets and evaporation materials for vacuum coating. The product series includes targets, ingots, granules and powders made of high-purity metals, alloys, precious metals and ceramic materials, which are widely used in display, photovoltaic, semiconductor, precision optics, data storage and glass and other fields.

TomoCredit

Series B in 2022
TomoCredit LLC, established in 2018 and based in San Francisco, California, focuses on providing innovative credit solutions tailored for Millennials, particularly those with no credit history or credit score. The company manufactures electronic smart and credit cards that enable users to build credit and qualify for loans by utilizing a proprietary algorithm to analyze alternative data sources. In addition to its credit card offerings, TomoCredit has developed a mobile application that allows users to manage their accounts effectively. The founding team, composed of immigrant founders, aims to address the challenges faced by foreign nationals in accessing credit, drawing on their backgrounds from notable institutions such as Coinbase, The Kenetic Hedge Fund, and Google, as well as prestigious educational establishments like MIT and UC Berkeley.

Senti Biosciences

Post in 2022
Senti Biosciences is a team of bioengineers, scientists, and entrepreneurs on a mission to treat the most complex and challenging diseases. Led by pioneers in synthetic biology and computation, Senti is using the latest techniques in the fields to build the future of gene and cell-based therapies. Senti’s proprietary synthetic biology platform provides fundamental advantages for therapeutics development. Senti Biosciences is a resident company of Johnson & Johnson Innovation, JLABS at South San Francisco (JLABS @ SSF).

Hourwork

Series A in 2022
Syrg helps hourly workplaces make operations more efficient, compliant, and human. The company develops a management application platform for employers of hourly work who seek to transform and optimize their workforce. Syrg's technologies integrate with existing HR software with enterprise-grade security, allowing businesses to reduce cost, improve compliance, and increase engagement.

Fairway Lawns

Private Equity Round in 2022
Fairway Lawns, Inc. offers residential lawn treatment and pest control services. The company offers weed control and fertilizer treatment; tree and shrub services; preventive grub treatment; fire ant control; and fall aeration and overseeding. The company was founded in 1979 and is based in Little Rock, Arkansas with additional offices in Alabama, Mississippi, Oklahoma, South Carolina, Georgia, and Tennessee.

Thought Machine

Series D in 2022
Thought Machine Group Limited is a fintech company based in London, UK, founded in 2017. It specializes in developing Vault, a cloud-native core banking platform designed to address the challenges faced by traditional banks that rely on outdated IT infrastructure. Vault operates in real time and automates data analytics and regulatory reporting, offering a range of services including smart contracts, customer data management, and integrations. The platform is built on a microservice API architecture, allowing banks to easily configure it to meet their specific needs. With a strong emphasis on engineering excellence, Thought Machine aims to facilitate innovation in the banking sector and improve customer service through modernized technology solutions.

Everstream Analytics

Series A in 2022
Everstream Analytics is a supply chain risk analytics company that focuses on enhancing the resilience and agility of clients' supply chains. The company offers a platform that tracks supply chain risks and integrates with clients' procurement, logistics, and business continuity systems to provide comprehensive visibility of potential disruptions. By leveraging data science, proprietary intelligence, and a team of multilingual specialists, Everstream monitors global risks and events in real-time, allowing clients to respond swiftly to emerging challenges. The platform also combines risk assessments with business performance indicators, helping organizations develop risk profiles and identify critical hotspots. Through the use of heat maps and actionable insights, Everstream enables companies to manage risks effectively, ensuring business continuity and transforming potential disruptions into competitive advantages.

DSD Renewables

Private Equity Round in 2022
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

Genworks

Venture Round in 2022
GENWORKS is a healthcare initiative for delivering quality healthcare in India through enhanced awareness and affordable technology.

Anuvia Plant Nutrients

Series D in 2022
Anuvia Plant Nutrients manufactures slow-release specialty fertilizers and plant nutrition products designed to enhance crop yields, improve soil health, and promote sustainable practices. Based in Beech Island, South Carolina, with a production facility in central Florida, the company offers innovative bio-based fertilizers that optimize nutrient availability, reduce greenhouse gas emissions, and preserve natural resources. Anuvia's product line includes Symtrx, a fertilizer with a nutrient composition of 16-8-0-16S, and GreenTRX, which is formulated to meet the specific nutritional needs of turf. The company's offerings cater to a diverse clientele, including farmers, turf managers, homeowners, and municipalities, emphasizing a commitment to sustainability and environmental stewardship since its founding in 2005.

Nubank

Post in 2022
Nubank issues, administrate, processes, and transfers payments related to post-paid credit cards and equity investment in other entities. It serves clients in Brazil. The company launched its proprietary loyalty rewards program ("Nubank Rewards"), as well as a digital account ("NuConta") that is already used by more than 17 million people. In Cristina Junqueira, David Velez, and Edward Wible founded EO2 Solucoes de Pagamento on May 6, 2013 that became Nubank in on June 25, 2013. It has its headquarters in São Paulo in Brazil.

Hourwork

Series A in 2022
Syrg helps hourly workplaces make operations more efficient, compliant, and human. The company develops a management application platform for employers of hourly work who seek to transform and optimize their workforce. Syrg's technologies integrate with existing HR software with enterprise-grade security, allowing businesses to reduce cost, improve compliance, and increase engagement.

Lillii RNB

Seed Round in 2022
Retail IT Products and Services Consultancy

Stimulus

Seed Round in 2022
Stimulus, Inc. develops a relationship intelligence software. It offers Stimulus, a relationship intelligence software that streamlines vendor and supplier management for companies to make better purchasing decisions. The company was founded in 2016 and is based in New York, New York.

Kaadas

Series C in 2022
Kaadas is a full-industry chain company integrating product development, manufacturing, sales, installation and after-sales. It is a national high-tech enterprise headquartered in Shenzhen High-tech Park, China - Tsinghua Information Port . Kaadas has always been adhering to the "innovation, intellectual, quality, integrity, craftsmanship" products to provide comfortable, convenient and safe high quality life for every consumer in the world. At present, Kaadas has more than 1,000 employees, tens of thousands of global terminal outlets, and its sales scale ranks among the top in the world.

NVISIONx

Seed Round in 2022
NVISNx is an innovative, SaaS cybersecurity company that solves the challenges as to why breaches continue to happen and what makes privacy compliance so difficult. The company extracts the meaning from the most critical data and align it with existing cyber controls to optimize effectiveness.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.

Recykal

Venture Round in 2022
Recykal is a digital technology company that provides cloud based solutions for Waste Management and Recycling Industry. ecykal’s digital platform connects Waste Generators like Businesses, Consumers, Waste Aggregators, Recyclers and enables transactions between them with transparency and traceability.

MedTrans Go

Seed Round in 2021
Developer of a B2B healthcare appointment optimization platform designed to solve the problems of medical appointment cancellations in the US. The company's tech-enabled portal provides healthcare facilities access to a customizable suite of services to address the root causes of their appointment cancellations in one integrated digital platform, enabling medical practices, hospitals and facilities with reliable services in medical transportation, interpretation, home health care, delivery and more for their patients.

NYDIG

Private Equity Round in 2021
NYDIG is a leading financial services firm dedicated to Bitcoin. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.

Intersect Power

Debt Financing in 2021
Intersect Power is a clean infrastructure company bringing efficient, innovative, and scalable low-carbon solutions to its customers in energy and commodity markets. Our expertise includes all phases of development, design, engineering, finance, and operations. Intersect Power has a pipeline of 3.2GWDC of late-stage solar and storage projects that will be in operation by 2023 and an emerging pipeline of other clean infrastructure assets. The company has also developed and sold more than 1.7 GWDC of contracted solar projects across California and Texas, which are owned and operated by third-party investors.

Cohesion

Series A in 2021
CohesionIB, Inc. is a technology company based in Chicago, Illinois, that specializes in developing an artificial intelligence-enabled platform for the commercial real estate sector. The company offers an integrated software solution that connects building systems and streamlines operations, enhancing the experiences of tenants and operators. Cohesion's offerings include features like tenant comfort, touchless controls, automated workflows, and actionable insights, all aimed at optimizing portfolio management and increasing property value. Additionally, the platform includes tools such as a digital twin and an agile return suite, providing real estate owners with a comprehensive suite of building solutions that prioritize connectivity and intelligence within their portfolios. Founded in 2018, Cohesion continues to innovate within the realm of smart building technology.

Nykaa

Funding Round in 2021
Nykaa is an e-Commerce platform for different beauty and wellness products for men and women. They also offer comprehensive content including product reviews, beauty how-to videos, articles by experts, and an e-beauty magazine. Their helpline helps to choose products and services best suited for customer's needs. Nykaa's products are authentic sourced directly from brands and provide a delivery experience. Nykaa was founded in 2012 by Falguni Nayar and is headquartered in Mumbai, Maharashtra, India.

Rad Power Bikes

Series D in 2021
Rad Power Bikes LLC manufactures and sells electric bikes. It offers accessories, such as bags and storage, fenders and comfort products, racks and transport products, and safety and security products. The company also provides replacement parts, including batteries, brake pads, chargers, seats and grips, tires, and tubes. It sells its products online. Rad Power Bikes LLC was incorporated in 2015 and is based in Seattle, Washington.

AlphaSense

Series C in 2021
AlphaSense, Inc. is a New York-based company that specializes in developing an AI-powered search engine for market intelligence. Founded in 2007, AlphaSense provides a platform that enables research professionals to efficiently search, navigate, and analyze various data sources, including filings, research, news, and other disclosures. This technology utilizes artificial intelligence and natural language processing to identify relevant insights from diverse and fragmented data sets, helping users gain critical business insights quickly. The company serves over 1,000 enterprise clients across multiple industries and geographies. With a workforce exceeding 240 employees, a significant portion of whom are dedicated to product development, AlphaSense also has offices in London, Helsinki, Pune, and other locations in the United States.

Ummeed Housing Finance

Series E in 2021
Ummeed Housing Finance is a housing finance company that provides home loans and loan against property to lower and middle income families. The company aims to help people with informal incomes, who have limited access to organized finance and who constitute significant portion of the Indian population. Ummeed Housing Finance's services include issuance of home loans and loan against property to improve operational efficiency and reduce turnaround time for customers, enabling low and middle income households to get access to affordable housing loans in an innovative and personalized manner.

SkyKick

Venture Round in 2021
SkyKick helps IT solution providers build more successful cloud businesses. Their SaaS products and platform are designed to make it easy and efficient for IT partners to migrate, backup, and manage their customers in the cloud. It also provides software products and platforms to migrate, backup, and manage technology services. SkyKick was founded in 2011 and is headquartered in Seattle, WA, USA.

SkyKick

Debt Financing in 2021
SkyKick helps IT solution providers build more successful cloud businesses. Their SaaS products and platform are designed to make it easy and efficient for IT partners to migrate, backup, and manage their customers in the cloud. It also provides software products and platforms to migrate, backup, and manage technology services. SkyKick was founded in 2011 and is headquartered in Seattle, WA, USA.

Databricks

Venture Round in 2021
Databricks Inc. offers a unified data analytics cloud platform designed to streamline data engineering and collaborative data science. The company provides a cloud-based platform that enables developers and data scientists to integrate data seamlessly, conduct real-time experimentation, and deploy production applications efficiently. Key products include Databricks Delta, which combines the scalability of a data warehouse with the low latency of streaming data ingestion, MLflow for managing the machine learning lifecycle, and Delta Lake, an open-source technology for handling both batch and streaming data. Databricks serves a diverse range of industries, including advertising, finance, healthcare, and manufacturing, among others. Founded in 2013 and headquartered in San Francisco, California, the company also has a presence in London, Amsterdam, and Bengaluru, and maintains strategic partnerships with several organizations to enhance its offerings.

SOZIE

Seed Round in 2021
SOZIE is a mobile-app that matches shoppers with similar body shape and style from different social circles to share and shop together. Shares are shopable with our in-store IoT and computer vision tech, which instantly delivers clothing picked-up to shopper mobiles for frictionless connect, chat and checkout. 2018 M20/20 Top 50 European Retail Tech Start-Ups / 2017 IoT UK Investor & Demo Day, winner / 2017 Santander Entrepreneurship Awards, finalist / 2017 YPO Pitch Day at LBS, winner / 2017 Innovate UK Future of Retail, finalist

Presagen

Seed Round in 2021
Presagen Pty Ltd. develops and provides image-based medical diagnostics software using artificial intelligence platform. It offers Life Whisperer, a web-based decision support tool for In vitro fertilisation (IVF) clinics that allows to improve the selection of viable embryos for IVF implantation. The company uses HIPAA and ISO13485 compliant web-based diagnostics and patient system. Presagen Pty Ltd. was founded in 2016 and is based in Adelaide, Australia.

Alliance Technical Group

Private Equity Round in 2021
Alliance Technical Group is the provider of air emissions testing and monitoring solutions to customers throughout the United States. with expertise in a variety of end markets, Alliance is focused on people, process, and technology to provide unparalleled response and service to assist customers with meeting their air compliance and risk reduction goals.

Alliance Technical Group

Acquisition in 2021
Alliance Technical Group is the provider of air emissions testing and monitoring solutions to customers throughout the United States. with expertise in a variety of end markets, Alliance is focused on people, process, and technology to provide unparalleled response and service to assist customers with meeting their air compliance and risk reduction goals.

Vestwell

Series C in 2021
Vestwell is a digital retirement platform founded in 2016 and based in New York, New York. The company simplifies the offering and administration of 401(k) plans by addressing common challenges faced by advisors, employers, and employees. Vestwell streamlines the process through seamless plan design, automated onboarding, and efficient administration, while also providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell modernizes retirement offerings, focusing on the best interests of both plan sponsors and participants.

Amara Raja Group

Post in 2021
Amara Raja Batteries Limited (ARBL), the flagship company of the Amara Raja Group, is the technology leader and is one of the largest manufacturers of lead-acid batteries for both industrial and automotive applications in the Indian storage battery industry. ARBL has prestigious original equipment manufacturers like Maruti Suzuki India Limited, Hyundai Motors India Limited, Ford India Limited, Tata Motors Limited, Mahindra and Mahindra Limited, Honda Cars India Limited, Renault Nissan, Honda Motorcycles & Scooters India Private Ltd, Royal Enfield, Bajaj Auto Ltd, and many more as its clients. The Company's Industrial and Automotive batteries are exported to 32 countries across the globe. In India, Amara Raja is the preferred supplier to major telecom service providers, Telecom equipment manufacturers, UPS sector (OEM & Replacement), Indian Railways and to Power, Oil & Gas among other industry segments.

Sila

Acquisition in 2021
Sila Heating & Air Conditioning, Inc. provides heating and air conditioning services and products. It offers furnaces, boilers, and air systems. Sila Heating & Air Conditioning, Inc. was formerly known as Unique Indoor Comfort and changed its name to Sila Heating & Air Conditioning, Inc. in 2010. The company was founded in 1989 and is based in King of Prussia, Pennsylvania. As of September 2, 2020, Sila Heating & Air Conditioning, Inc. operates as a subsidiary of Astar Heating & Air, LLC.

Nivel Parts and Manufacturing

Acquisition in 2021
Nivel is a global aftermarket manufacturer, distributor and seller of specialty and heavy-duty vehicle parts and accessories.

Nivel Parts and Manufacturing

Private Equity Round in 2021
Nivel is a global aftermarket manufacturer, distributor and seller of specialty and heavy-duty vehicle parts and accessories.

Sila

Private Equity Round in 2021
Sila Heating & Air Conditioning, Inc. provides heating and air conditioning services and products. It offers furnaces, boilers, and air systems. Sila Heating & Air Conditioning, Inc. was formerly known as Unique Indoor Comfort and changed its name to Sila Heating & Air Conditioning, Inc. in 2010. The company was founded in 1989 and is based in King of Prussia, Pennsylvania. As of September 2, 2020, Sila Heating & Air Conditioning, Inc. operates as a subsidiary of Astar Heating & Air, LLC.

Yaodouwang.com

Series C in 2021
Yaodouwang.com is a Healthcare company.

Didi

Debt Financing in 2021
Didi Chuxing is a mobile transportation platform that offers app-based transportation services. The company offers a mobile tech-based mobility option for users across, including taxi hailing, private car-hailing, Hitch (social ride-sharing), DiDi Chauffeur, DiDi Bus, DiDi Test Drive, DiDi Car Rental, and DiDi Enterprise Solutions. As a practitioner in the sharing economy initiative, DiDi is committed to working with communities and partners to solve transportation, environmental challenges, and employment problems using big data-driven deep-learning algorithms that optimize resource allocation. Bo Zhang and Wei Cheng established the company in 2012 in Beijing, Beijing.

iBus Networks & Infrastructure

Corporate Round in 2021
IBus Network was founded in 2013, born of a vision to connect people, places and things by providing next generation in-building solutions to deliver high quality, secure connectivity & provide first party hyper–local data intelligence. With a proven business model and scalability with profitability since inception, we have maintained a consistent growth, with a customer base 24 sites of 10 M. sq.ft. and a user base of 100,000. We focus on large scale impact connectivity technologies and are also well entrenched in the ecosystem to provide passive ‘Distributed Antenna System’ (DAS) solutions. We operate under a unique business model that is defined by service and revenue partnership with leading builders, top 3 hospitality operators and leading property management firms. While our hands-on technology expertise helps us solve complex multi-dimensional problems, it is our speed and flawless execution that has won us several leading Telcos as strategic clients.

ID.me

Series C in 2021
The mission of ID.me is to make the world a more trusted place by enabling transparent interactions between people and organizations. ID.me is a digital identity network that empowers consumers to prove their identity via a digital medium in contexts where it would benefit the consumer to be known. For relying parties, ID.me provides a single API endpoint through which partners can verify the identity of users attempting to access a website or to unlock an exclusive benefit. The United States Department of Commerce selected ID.me as one of the top five identity companies in America in 2013 and awarded the company a $2.8M grant to participate in the President's National Strategy for Trusted Identities in Cyberspace (NSTIC). ID.me was a Finalist for Wall Street Journal Startup of the Year in 2013. Entrepreneur Magazine selected ID.me as one of 100 Brilliant Companies for 2014 in their June 2014 edition. Key customers include SeaWorld, Overstock.com, Under Armour, Dell, Sears Holding Corporation, and 129 additional retailers and brands.

Elly

Venture Round in 2021
Elly Health Inc. is a technology company based in Los Angeles, California, specializing in audio companion software tailored for patients with chronic diseases. Founded in 2019, Elly offers an empathetic audio companion application that aims to enhance the quality of life for these patients by providing motivational stories, condition-specific discussions, and inspirational messages. The software also delivers valuable content on exercise, mindfulness, sleep, nutrition, and self-care strategies, empowering users to navigate the challenges of their treatment phases effectively. By combining support from experts and contributors, Elly Health Inc. seeks to foster motivation and provide essential resources for individuals managing chronic health conditions.

NYDIG

Venture Round in 2021
NYDIG is a leading financial services firm dedicated to Bitcoin. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.

Freeing Returns

Seed Round in 2021
Freeing Returns is a B2B merchandise returns platform that focuses on helping retailers combat returns fraud through a cloud-based return management system. The platform employs advanced technology to analyze customer data, including loyalty programs, transactions, and social media activity, to assess the risk of fraudulent returns. By providing tools for fraud detection and prevention, Freeing Returns enables retailers to minimize financial losses associated with returns fraud. Additionally, the platform allows customers to schedule their returns conveniently, reducing wait times and improving the overall return experience. Through its Returns as a Service™ model, retailers can outsource their merchandise return processes, streamlining operations and enhancing efficiency. The company was founded by a team of experts with extensive experience in retail technology.

Zeta Global

Debt Financing in 2021
Zeta Global is a data-driven marketing solutions provider that assists brands in acquiring, growing, and retaining customers. Founded in 2001 and headquartered in New York City, the company leverages advanced analytics, big data, and machine learning to deliver consumer intelligence and marketing automation software. Its flagship product, the Zeta Marketing Platform, integrates identity data to analyze vast amounts of structured and unstructured data, enabling brands to predict consumer intent and optimize marketing efforts across various channels. Zeta serves a diverse range of industries, including financial services, insurance, telecommunications, and retail, and has established itself as a leading player in the marketing technology sector, competing with major firms like Oracle and Salesforce. With a global workforce of over 1,000 employees, Zeta has multiple offices and Centers of Excellence around the world, including locations in Silicon Valley, London, and Hyderabad.

Patriot Growth Partners, LLC

Debt Financing in 2021
Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies.

Axispoint Technology Solutions Group

Private Equity Round in 2021
Axispoint Technology Solutions Group, Inc. specializes in providing a wide range of technology solutions, including collaboration, mobile, data center, and managed services. The company offers unified communication, video teleconferencing, contact center, and cloud collaboration solutions, alongside cellular and Wi-Fi networking services. Additionally, it provides enterprise networking, virtualization solutions, and cloud-managed IT services, including data analytics and business continuity options. Axispoint serves various sectors, such as healthcare, real estate, hospitality, professional services, financial services, education, retail, entertainment, media, and government. Established in 1994 and headquartered in Briarcliff Manor, New York, the company has formed strategic partnerships with industry leaders, enhancing its service offerings.

Rad Power Bikes

Venture Round in 2021
Rad Power Bikes LLC manufactures and sells electric bikes. It offers accessories, such as bags and storage, fenders and comfort products, racks and transport products, and safety and security products. The company also provides replacement parts, including batteries, brake pads, chargers, seats and grips, tires, and tubes. It sells its products online. Rad Power Bikes LLC was incorporated in 2015 and is based in Seattle, Washington.

Crux

Convertible Note in 2021
Crux Informatics Inc., founded in 2017 and based in San Francisco, California, provides data processing and management services through its cloud platform. The company facilitates reliable data exchange between suppliers and consumers, ensuring that businesses receive the data they need in a timely and efficient manner. By collaborating directly with data suppliers and serving a diverse range of consumers, Crux promotes economies of scale that enhance industry efficiency. Its platform offers flexible delivery methods and prioritizes high levels of service and security, enabling companies to access data at a lower cost and in a user-friendly format.

LEAP India

Venture Round in 2021
LEAP India Private Limited is engaged in selling and renting/pooling of pallets and foldable large containers (FLC). The company offers wooden pallets, plastic containers, wooden boxes, and metal wire mesh catering to various sectors. It also provides transportation facility to the customers for primary or secondary movement of products; inventory management; assets reconditioning and repairing services; and an online pallet management tool that allows customers to place orders, check delivery dates, view invoices, and generate reports. It serves to industries, including fast-moving consumer goods (FMCG), retail, beverage, and automobile. The company was founded in 2013 and is based in Mumbai, India.

Consolidated Comunications Holdings

Post in 2021
Consolidated Communications, Inc. (CCI) offers residential digital TV, high-speed Internet and voice service in the greater Sacramento, California and Kansas City, Kansas and Missouri areas. Bundled residential/home offers provide additional savings for the most competitive rates. Our fiber-optic networks allow us to deliver extremely fast Internet access, crystal clear high definition cable television (HDTV), digital telephone and long distance services. All SureWest services include local, best-in-class customer service and 24/7 technical support.

Lafayette Square

Private Equity Round in 2021
Lafayette Square is a minority-controlled and leading asset management platform.

Daystar Power

Series B in 2021
Daystar Power specialises in providing solar power and energy efficiency solutions for businesses in the commercial, industrial, and agricultural sectors that result in significant reduction of power costs, diesel consumption and pollution.

Thrasio

Debt Financing in 2021
Thrasio specializes in e-commerce, private equity, online retail, and business growth. Thrasio is backed by investor groups representing private equity firms. It was founded in 2018 and headquartered in Medfield, Massachusetts.

Kanarys

Seed Round in 2021
Kanarys is a technology platform that fosters collaboration between companies and employees to improve Diversity, Equity, and Inclusion (DEI) in the workplace and bring about lasting change. Kanarys helps companies get the specific data and insights they need to diagnose, prioritize, and optimize DEI efforts by facilitating transparency and providing a safe, anonymous way for employees to let their voices be heard. Kanarys was founded in 2018 to solve workplace inequities the founders experienced themselves. At Kanarys, we believe now is the time for companies to examine their culture, policies and procedures and to approach DEI from an institutional and systemic lens.

Tele Columbus

Acquisition in 2020
Tele Columbus AG is a prominent operator of fiber networks in Germany, serving over three million households. The company, headquartered in Berlin, offers a variety of services under the PYUR brand, including high-speed internet, telephone services, and digital television with access to over 250 channels and various premium packages. Tele Columbus also engages in the B2B sector by providing bandwidth services to carrier companies and internet solutions to business clients, alongside offering network monitoring and data center marketing services. In collaboration with the housing industry, the company develops customized cooperation models and digital services, enhancing the broadband infrastructure across Germany. Established in 1972 and rebranded in 2014, Tele Columbus AG continues to expand its fiber-optic network and support regional connectivity initiatives.

AWT Labels & Packaging

Private Equity Round in 2020
AWT Labels & Packaging is a printing company that offers labels and flexible packaging solutions.

The Lifetime Value Co.

Private Equity Round in 2020
The Lifetime Value Co. is an information services technology platform comprising a portfolio of brands that provide easy access to information to help make all of life’s decisions, big and small. LTV’s brands include best-in-class web-based and mobile products that put the power of data into the hands of customers. Millions of people trust LTV for insight into people, properties, businesses, and vehicles.

Grove Collaborative

Venture Round in 2020
Grove Collaborative, Inc. is an online retailer based in San Francisco, California, specializing in natural home and personal care products. Founded in 2012, the company provides a wide range of items, including household cleaners, personal care products, and baby and pet supplies. Its product offerings encompass laundry detergents, dish soaps, deodorants, shampoos, hand sanitizers, and various other essential items designed to enhance everyday living. Grove Collaborative aims to simplify the shopping experience for consumers seeking eco-friendly options for their homes and families. Originally established as ePantry LLC, the company rebranded to its current name in April 2016.

Factory_OS

Series B in 2020
Factory OS, Inc. designs, manufactures, and sells modular re-locatable apartment buildings, shelters, and residential homes. The company specializes in off-site building construction. It offers modular buildings, multi-family residential homes, prefabricated townhouses, modular apartments, modular condominiums, affordable modular homes, modular office buildings, office complexes, real estate sales offices, modular bank branches, and retail location buildings. Factory OS, Inc. was founded in 2017 and is headquartered in Vallejo, California.

US HealthConnect

Private Equity Round in 2020
US HealthConnect provides education for healthcare professionals. USH is a global organization whose subsidiaries are dedicated to improving the lives of patients and healthcare professionals through evidence-based education for clinicians. USH companies develop, produce, distribute, and measure the impact of education designed to improve the practice of medicine.

Advantage Solutions

Post in 2020
Advantage Solutions Inc. is a global promotions agency based in Irvine, California, specializing in sales and marketing solutions. Established in 1987, the company offers a range of services, including headquarter sales, retail merchandising, and diverse marketing strategies such as shopper, experiential, and digital marketing. It serves various industries, including grocery, drugstore, convenience, and foodservice. With a workforce exceeding 50,000 associates and a presence in the United States, Canada, and Europe, Advantage Solutions is dedicated to enhancing brand value for its clients through tailored solutions. The company was formerly known as Karman Holding Corp. before adopting its current name in 2016.

Eaton Vance Corp.

Acquisition in 2020
Eaton Vance Corp. is an asset management firm based in Boston, Massachusetts, founded in 1924. The company offers a wide range of investment strategies and wealth management solutions, including fundamental active management, responsible investing, systematic investing, and customized portfolio implementations. Its investment management operations are conducted through several wholly-owned affiliates, such as Eaton Vance Management, Boston Management and Research, Eaton Vance Investment Counsel, and Eaton Vance Trust Company. Eaton Vance serves a diverse clientele, including individuals, investment companies, charitable organizations, and insurance firms. In addition to traditional investment approaches, the company also emphasizes exposure management and portfolio implementation, reflecting its commitment to advanced financial strategies.

Eaton Vance Corp.

Acquisition in 2020
Eaton Vance Corp. is an asset management firm based in Boston, Massachusetts, founded in 1924. The company offers a wide range of investment strategies and wealth management solutions, including fundamental active management, responsible investing, systematic investing, and customized portfolio implementations. Its investment management operations are conducted through several wholly-owned affiliates, such as Eaton Vance Management, Boston Management and Research, Eaton Vance Investment Counsel, and Eaton Vance Trust Company. Eaton Vance serves a diverse clientele, including individuals, investment companies, charitable organizations, and insurance firms. In addition to traditional investment approaches, the company also emphasizes exposure management and portfolio implementation, reflecting its commitment to advanced financial strategies.

Ellucian

Debt Financing in 2020
Ellucian specializes in providing integrated software and professional services tailored for the higher education sector. With over 40 years of experience, the company offers a comprehensive suite of solutions, including student information systems, finance and human resources systems, and tools for recruiting and retention. These offerings are designed to help higher education institutions manage their operations more efficiently and effectively. Currently, Ellucian serves approximately 2,400 institutions in 40 countries, focusing on enhancing the educational experience for students, faculty, and staff while minimizing risk and improving outcomes.

Lineage Logistics

Private Equity Round in 2020
Lineage Logistics is the industry’s leading innovator in temperature-controlled supply chain and logistics. Lineage’s expertise in end-to-end logistical solutions, its unrivaled real estate network, and its use of technology combine to promote food safety, increase distribution efficiency, advance sustainability, lessen environmental impact, and minimize supply chain waste. As a result, Lineage helps customers ranging from Fortune 500 companies to small family-owned businesses increase the efficiency and protect the integrity of their temperature-controlled supply chain. In recognition of the company’s leading innovations, Lineage was recognized as the No 1. Data Science company on Fast Company’s annual list of the World’s Most Innovative Companies in 2019, in addition to ranking 23rd overall in an evaluation of thousands of companies worldwide.

Royal Caribbean International

Post in 2020
Royal Caribbean International is a cruise line brand famous for its vessel, Oasis of the Seas. The line offers many an onboard amenity, including rock-climbing walls, ice-skating rinks, the Royal Promenade, a main boulevard of shops, restaurants, and lounges that run the length of the ship. Royal Caribbean International is headquartered in Miami, Florida.

von Drehle

Debt Financing in 2020
von Drehle Corporation manufactures and supplies towel and tissue products, and dispensers for the away-from-home market. It offers center pull, hardwound, folded, and household roll towels; jumbo roll tissues, bath tissues, and facial tissues; towel and tissue dispensers; and wipers. The company’s products are used in industrial and commercial locations, medical and government complexes, and airports and hotels. It serves customers through a network of distributors worldwide. The company was founded in 1974 and is headquartered in Hickory, North Carolina. von Drehle Corporation has production facilities in Maiden and Cordova, North Carolina; Memphis, Tennessee; Las Vegas, Nevada; and Natchez, Mississippi.

Lightpath

Secondary Market in 2020
Lightpath provides advanced fiber, Ethernet, data transport, IP-based virtual private networks, Internet access, Managed Services, telephony services, including session-initiated protocol ("SIP") trunking, and VoIP services to the business market in the New York metropolitan area. Lightpath's customers include companies in the health care, financial, education, legal and professional services, and other industries, as well as the public sector and communication providers, incumbent local exchange carriers ("ILEC"), and competitive local exchange carriers ("CLEC").

Capital Markets Gateway

Series B in 2020
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.

Sabre Corporation

Post in 2020
Sabre Corporation is a technology solutions provider for the global travel and tourism industry, headquartered in Southlake, Texas. Founded in 1960, it offers a wide range of services, including data-driven business intelligence, mobile solutions, and Software-as-a-Service products. Its operations are divided into three main segments: Travel Network, Airline Solutions, and Hospitality Solutions. The Travel Network segment serves as a business-to-business marketplace, providing travel content from various suppliers to travel agencies and management companies. Airline Solutions offers software technology products that enhance airlines' sales, planning, and operational capabilities. Meanwhile, Hospitality Solutions delivers tools for hoteliers, including property management and central reservation systems. Sabre’s technology processed over $100 billion in travel spending in 2013 and continues to innovate within the industry. The company maintains a presence in approximately 60 countries and partners with organizations like Google to develop advanced technology platforms.

86 400

Series A in 2020
86 400 is a Australian first smartbank. One that steps up, does the right thing by its customers and puts them first.

iCapital Network

Venture Round in 2020
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Ummeed Housing Finance

Series D in 2020
Ummeed Housing Finance is a housing finance company that provides home loans and loan against property to lower and middle income families. The company aims to help people with informal incomes, who have limited access to organized finance and who constitute significant portion of the Indian population. Ummeed Housing Finance's services include issuance of home loans and loan against property to improve operational efficiency and reduce turnaround time for customers, enabling low and middle income households to get access to affordable housing loans in an innovative and personalized manner.

E*trade

Acquisition in 2020
E*TRADE Financial Corporation is a financial services company that specializes in online brokerage and investment solutions for individual investors, traders, and stock plan participants. The company offers a range of products and services, including automated trade order placement, clearing and settlement services, and banking products such as sweep deposit accounts. Additionally, it provides investment advisory services, custody solutions for registered investment advisors, and tools for managing equity compensation plans and student loans. E*TRADE operates through digital platforms and maintains a network of customer service representatives and financial consultants, serving clients both online and in person at 30 regional financial centers across the United States. The company aims to empower customers to take control of their financial futures by supplying the necessary resources to achieve their investment goals. E*TRADE Financial Corporation was founded in 1982 and is headquartered in Arlington, Virginia.

World 50, Inc.

Private Equity Round in 2020
Founded in 2004, World 50 consists of private peer communities that enable CEOs and C-level executives at globally respected organizations to discover better ideas, share valuable experiences and build relationships that make a lasting impact. The busiest officer-level executives and their most promising future leaders trust World 50 to facilitate collaboration, conversation and counsel on the topics most crucial to leading, transforming and growing modern enterprises. Membership is by invitation only. World 50 communities serve every significant enterprise leadership role. World 50 members reside in more than 27 countries on six continents and are leaders at companies that average more than $27 billion in revenue. World 50 is a private company that serves no other purpose than to accelerate the success of its members and their organizations. It is composed of highly curious associates who consider it a privilege to help leaders stay ahead.

Cosynd

Venture Round in 2020
Cosynd is an affordable, easy, and legal way for creators to protect their content. The platform allows creators of music, video, visual art, and literature to collectively verify their ownership of their copyrights and establishes other critical legal details. It also provides a quick and easy way for these collaborators to register their content with the U.S. Copyright Office. They help their users avoid hefty fees and frustrations by providing a platform that centralizes all negotiations and makes it easy for all creators to monetize their content safely together via simple agreements. The platform is an essential toolkit for creators that includes the standard contracts that address the nuances of shared copyright, while also leaving room for attorneys to assist, as needed. Creators can create split sheets (straightforward documentation of ownership by percentage), premium ownership agreements (more detailed agreements covering vitals such as who can license the content), and work for hire agreements. Cosynd was founded in 2016 and is headquartered in New York, NY, United States.

Centrum Housing Finance

Venture Round in 2020
Centrum Housing Finance Limited specializes in providing housing finance solutions to lower and middle-income families in India. Established in 2016 and based in Mumbai, the company offers a variety of loan products, including financing for the purchase, resale, construction, repair, and renovation of residential properties, as well as loans against both residential and commercial real estate. With 42 branches across six states, Centrum Housing Finance aims to empower underserved customers who often struggle to secure loans from traditional lenders. By combining conventional approaches with advanced technology, the company tailors its financial products to meet the unique needs of its clients, promoting financial inclusion within the middle-class segment of the Indian population.

Finsocial

Debt Financing in 2019
Finsocial S.A.S. is a financial services company based in Barranquilla, Colombia, specializing in credit solutions. The company primarily offers payroll loans tailored for teachers and pensioners, addressing the specific financial needs of these groups. By focusing on this niche market, Finsocial aims to provide accessible financing options to individuals who may have limited access to traditional banking services.

Tenglong Holding Group

Series A in 2019
Tenglong Data (Beijing) Technology Development Co., Ltd. engages in the investment, construction, and operation of cloud computing with data centers in Beijing, Chongqing, Wuhan, and Guangdong. It offers cloud security, cloud computing, Internet of Things, big data, and other Internet value-added services; distributed data center deep customization services; and professional operation and maintenance and management services. The company was founded in 2015 and is based in Beijing, China.

TiVo

Post in 2019
TiVo is a brand known for its digital video recorders (DVRs) that enable users to save television programs for later viewing, commonly referred to as "time shifting." The company's devices offer an electronic television programming schedule and various recording options, enhancing the viewing experience. In addition to its DVR technology, TiVo develops a range of digital entertainment products that facilitate content discovery and aggregation. Its cloud-based services and embedded software solutions help users find and enjoy a diverse array of online video, television programming, movies, and music, catering to the evolving needs of modern viewers.

Olympia

Private Equity Round in 2019
Olympia Uitzendbureau / Uitzendkrachten / Uitzendwerk / Werving en Selectie / Vraagbaak arbeidsmarkt, sollicitaties en tips / WE LOVE TO WORK FOR YOU! www.olymp

ABF Creative

Seed Round in 2019
ABF Creative is an audio-first media agency based in Newark, New Jersey, founded in 2017. The company specializes in producing multicultural branded and scripted audio experiences, primarily targeting Fortune 500 companies. As a significant multiethnic podcast network, ABF Creative seeks to bridge the gap between culture and media, aiming to reach and impact 100 million people of color through its original and branded podcast offerings.

DSD Renewables

Venture Round in 2019
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

DirectBooks

Seed Round in 2019
Addressing inefficiencies in the marketplace across multiple communication channels, DirectBooks will simplify the primary issuance process through the use of structured data and streamlined communications. The new service will increase the efficiency and accuracy of deal workflow information among market participants by disseminating it through a robust communication platform that can be integrated into underwriter and investor systems to better connect underwriters and their clients.

Kogta Financial

Series C in 2019
Kogta Financial (I) Ltd, one of the fastest growing NBFC in western India with its cost effective and efficient value chain for its clients financial needs is an outcome of its experienced and innovative Management Team.

Olivela

Series A in 2019
Olivela is an online luxury retail platform with a philanthropic business model. Olivela is an entirely new retail concept with a mission to provide funding to improve the lives of children around the world. Olivela enables luxury brands the opportunity to transform inventory into measurable impact and consumers to fund important children's causes simply by buying what they love. The company was founded by social entrepreneur, Stacey Boyd in 2017, in California.

Five to Nine

Seed Round in 2019
Five to Nine is a culture engagement solution that aims to enhance workplace connectivity and inclusion through its online platform. The platform enables human resource administrators to manage and evaluate both virtual and in-person internal programs effectively. By integrating workflows and collecting event analytics and feedback, it allows organizations to measure employee participation and sentiment. This data-driven approach helps HR teams create communities of interest within the workplace, promoting a positive work culture and driving business outcomes. Five to Nine focuses on leveraging culture-building opportunities to foster a more inclusive environment where employees feel engaged and connected.

Bluewave

Seed Round in 2019
Bluewave Technologies, Inc. manufactures a unique ozone infusion device designed for the rapid disinfection of healthcare items, including orthotic and prosthetic devices like ankle foot orthoses, knee braces, and cranial helmets. The device operates without water, detergents, or chemicals, utilizing a chemical-free plasma infusion system that effectively eliminates bacteria, viruses, fungi, and odors. Founded in 2018 and based in Orange City, Florida, Bluewave sells its products primarily through orthotic and prosthetic clinics, offering a cost-effective and easy-to-use solution for sanitizing both hard and soft materials in the healthcare sector.

Ovation Fertility

Private Equity Round in 2019
Ovation Fertility, founded in 2001 and based in Cincinnati, Ohio, specializes in reproductive medicine, offering a range of services including andrology, embryology, and genetics laboratory services. The company provides diagnostic and treatment options for both male and female infertility, as well as third-party reproduction and genetic screening. Serving clients throughout the Midwest, Ovation Fertility collaborates with clinical leaders in reproductive health to ensure high-quality in-vitro fertilization services and exceptional patient care. As a subsidiary of the Institute for Reproductive Health, Ovation Fertility is committed to advancing reproductive medicine through innovative techniques and a focus on patient outcomes.

Educate 360

Acquisition in 2019
Educate 360 is the professional training partner of choice to improve organizational efficiency and effectiveness, increase cross-functional alignment, and drive results.

Impact Fitness

Private Equity Round in 2019
Impact Fitness is a leading Planet Fitness franchisee with 29 clubs across the United States and Canada. Here At Impact Fitness, We Believe In Revolutionizing The Fitness Industry. Our Gym Is A Strong, Safe, Exciting And Positive Atmosphere For Everyone. We Offer Only The Most Innovated State Of The Art Equipment, The Biggest Selection Of Free Weights, The Newest In Technology For Cardio Training And The Best In Class Group Exercise Program With An Unparalleled Level Of Commitment To Our Gym Members To Help Them Succeed In Their Fitness Goals. Impact Fitness Is A Gym For Everyone To Come And Achieve The Best They Can From Themselves, No Matter What Your Goal Is. Come See Why Our Local Gym in Auburn Is Making A Difference In How Everyone Achieves Their Fitness Goals Today!

Tikehau Capital

Private Equity Round in 2019
Tikehau Capital is a private equity and venture capital firm based in Paris, France, established in 2004. The firm specializes in a wide range of financing products, including senior secured loans, equity, senior debt, unitranche, mezzanine, and preferred shares. Tikehau Capital focuses on making investments in various asset classes such as credit, private equity, real estate, and capital markets strategies, with an emphasis on small and middle-market European companies. It seeks to invest between €0.41 million and €70 million, targeting early-stage, mezzanine, and turnaround opportunities across all sectors and countries, particularly in Singapore and Europe. Tikehau Capital operates through Tikehau Investment Management, which has a significant presence in Europe and Asia, and benefits from a diverse network of investors. The firm's investment strategy includes balance sheet investments and aims to deliver innovative financial solutions while managing long-term capital for both institutional and private investors.

Smartgurlz ApS

Seed Round in 2019
Less than 1 percent of women study computer science. SmartGurlz wants to change that. We are focused on STEM education for girls. We are the makers of the first self-balancing mini-drone for girls, that can be coded using a unique version of Google Blockly called SugarCoded. Our products are: -self-balancing like a segboard - wifi, bluetooth connected and driven by smart devices - integrated camera, video and live streaming - coding software and augmented reality - stories, dolls,missions in all girl's learning community - super cool and really fun! Patent pendng USTPO

ByteDance

Debt Financing in 2019
ByteDance is an Internet technology company that enables to discover a world of creative content platforms powered by leading technology. It owns a series of content platforms that enable people to connect with consuming and creating content through machine learning technology. With nearly 200 million daily active users each spends an hour every day on their products, the company is dedicated to building connections between people and information. Bytedance also operates a series of products popular with mobile users around the world, including Topbuzz, Flipagram, and a number of UGC short-form video apps. Bytedance was founded in March 2012 and is headquartered in Haidian, China, with offices in the USA and Japan.

Microlife Corp

Acquisition in 2019
Microlife is a manufacturing of medical diagnostic equipment company for home monitoring and institutional use. Blood pressure monitors, digital thermometers, asthma monitors and flexible heating are Microlife's core business.