Morgan Stanley

Morgan Stanley, a global financial services firm founded in 1935, offers a wide range of investment management services. Its investment management arm, Morgan Stanley Investment Management, manages assets across public and private markets, including equity, fixed income, and balanced portfolios for institutional and individual clients worldwide. The firm's private equity division invests in a broad spectrum of industries, focusing on control and minority equity investments in middle-market companies. Morgan Stanley's energy-focused private equity platform, Morgan Stanley Energy Partners, invests in energy companies across North America, while Morgan Stanley Infrastructure Partners targets core-plus infrastructure assets globally. Additionally, Morgan Stanley Alternative Investment Partners provides clients with access to hedge funds, private equity, real estate, and diversified alternatives. The firm's extensive global network, deep industry expertise, and long-tenured professionals enable it to deliver tailored investment solutions to its clients.

Rogger Alvarado

Managing Director

Jungmin An

Managing Director

Edward Backer

Managing Director

Steven Baker

Executive Director

Michael Bluhm

Managing Director and Global Head of Gaming and Lodging Investment Banking

Peter Bowden

Vice President

Thomas Cahill Jr.

Co-Head of Tactical Value Investing and Managing Director

James Cartwright

Managing Director

Patrick Cassereau

Managing Director and Head, Fixed Income Capital Markets, Latin America

Sam Chainani

Managing Director and Portfolio Manager (Counterpoint Global)

Michael Colasurdo

Assistant Vice President and Institutional Consulting Associate

Joanne Cosiol

Executive Director and Member of Private Credit Team

Brian Coyle

Managing Director

Gerald Cramer

Vice President

Thomas Denizeau

Managing Director

Julia DiRubbo

Virtual Engagement Associate

Erica Flynn

Senior Registered Client Service Associate

Robert Giegerich

Executive Director

John Glass

Managing Director and Associate Director of US Equity Research

Bruce Hamilton

Managing Director

Kelvin Hebburn

Managing Director

Mark Horsfall

Managing Director, Energy Investment Banking

Chelsea Hua

Executive Director

Jorge Iragorri

Managing Director

Hilary Irby

Managing Director and Co-Head of Global Sustainable Finance

Martin Koshakow

Managing Director

Ashwin Krishnan

Managing Director, Co-Head of North America Private Credit, Head of Opportunistic Credit

Ryan Law

Managing Director

Robert Lee

Managing Director

Vikram Lokur

Managing Director and Head of Institutional Distribution - Southeast Asia and Hong Kong

James McAuliffe

Managing Director-Corporate Credit Desk Analytics

Nirav Mehta

Managing Director and Co-Head - India

Franklin Mejia

Vice President and Account Manager

Eduardo Miras

Managing Director and Co-Head of Brazil Investment Banking

David Morrison

Managing Director and Portfolio Manager

Thomas Nides

COO and Executive

Robert Rafter

Managing Director, Portfolio Manager, Head of Research - AIP Hedge Fund and Investment Committee Member

Vikram Raju

Managing Director and Head of the 1GT Platform, Climate Investing for the Private Credit and Equity

Melissa Richards

Executive Director

Yacine Saidji

Managing Director and Co-Head, European Investing

Arjun Saigal

Managing Director and Co-Head - India

Brittany Skoda

Managing Director and Global Head of Software Banking

Sean Sullivan

Managing Director

Alice Vilma

Managing Director

Nash Waterman

Head of Morgan Stanley Private Equity Secondaries and Investment Committee member

Frederick Wijsenbeek

Managing Director

Jerome Wood

Managing Director

Stephen Zannetos

Managing Director

Shyam Sundar

Managing Director and Co-Head, India Infrastructure

436 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 company based in Cincinnati, Ohio, founded in 2018. It specializes in providing a multi-issue platform that supports banks, brokers, and dealers with an order entry system for structured products and annuities. Luma's platform enhances the capabilities of financial advisors by offering tools for learning, buying, creating, and tracking these investment products. It features automated tracking and performance reporting, management of custom structures, and various selling resources. Additionally, Luma emphasizes education and training, helping advisors improve their sales and marketing efforts to deliver optimal purchasing options to their clients. The company also offers post-sales support to ensure advisors and clients maximize their investment strategies throughout the product lifecycle.

Inicio AI

Seed Round in 2025
Inicio AI is a software-as-a-service platform that specializes in developing an artificial intelligence-driven tool for income and expenditure assessment. The platform utilizes advanced conversational AI technology to facilitate real-time transcription of financial data from chat interactions, enabling users to obtain accurate and detailed financial statements. By allowing for quick onboarding and flexible integration options, Inicio AI enhances user experience and reduces the complexities often associated with traditional budgeting forms. This innovative approach aims to alleviate anxiety related to financial management, making it easier for users to navigate their income and expenditure assessments through a mobile-friendly interface.

Capital Markets Gateway

Series C in 2025
Capital Markets Gateway Inc. is a financial technology firm that specializes in modernizing the equity capital markets. Based in Chicago, Illinois, with additional locations in New York and Seattle, CMG offers a platform that provides real-time information and analytics to investors, underwriters, and issuers. Founded in 2015 and officially launched in 2017 by a team of experienced professionals, the platform enhances transparency and workflow efficiencies in capital raising activities. It enables users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions while facilitating collaboration between stakeholders. Currently, CMG's platform is utilized by over 100 buy-side firms and 10 investment banks, supporting a substantial amount of assets under management.

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 Group is a leading sports betting provider based in Saint Julian's, Malta, with a significant presence in Germany and other European markets. The company offers an innovative, digital multichannel platform that includes extensive online and mobile betting services, complemented by over 1,000 physical betting shops. Known for its premium brand, Tipico delivers a diverse range of betting options while prioritizing high standards in customer service and consumer protection. With a workforce exceeding 5,000 employees, Tipico operates across five countries, catering to both pre-live and live sports betting needs.

Moderne

Series B in 2025
Moderne is a company that specializes in code automation and refactoring, providing a platform designed to facilitate custom source code transformations. The company addresses the challenges posed by the increasing volume and complexity of software development, which often includes numerous third-party components. Moderne's platform enables users to repair security defects in both code and infrastructure-as-code, thereby enhancing visibility into the source code in production environments. By automating the process of fixing vulnerabilities, upgrading systems, and improving code quality, Moderne simplifies software maintenance, allowing clients to efficiently manage and secure extensive codebases that may contain hundreds of millions of lines of code.

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
Palmetto is a clean technology company that specializes in building and operating solar energy projects for residential, commercial, and utility customers. Founded in 2009 and headquartered in Charleston, South Carolina, Palmetto designs and installs solar systems while providing a range of services, including customer support, financing, engineering, permitting, and installation. The company offers innovative software solutions such as Palmetto Home, which enables homeowners to monitor real-time energy consumption and solar production, and Palmetto Fleet, which provides energy monitoring insights for home management professionals. Additionally, Palmetto's Alchemy platform enhances the sales experience for solar professionals by streamlining the sales, design, and proposal processes. With additional offices in locations such as San Francisco, Sea Girt, Charlotte, Washington, and Greenville, Palmetto is committed to advancing clean energy technology and improving energy efficiency.

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, Inc. specializes in the sale and service of used and refurbished surgical microscopes and related equipment. Founded in 1984 and based in Monument, Colorado, the company provides a range of products including ophthalmology, ENT, dental, and neuro spine microscopes, as well as laboratory and portable options. In addition to microscopes, Prescott's offers surgical monitors, video recorders, cameras, and various accessories. The company also provides microscope parts, asepsis supplies, and sterile drapes, along with repair, maintenance, and service contracts. Its clientele primarily consists of hospitals and surgical centers, with a focus on neuro, ophthalmic, and ENT specialties. Prescott's engages in international sales and services, aiming to offer high-quality imaging solutions at competitive prices.

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.

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.

xAI

Series C in 2024
XAI is a technology company specializing in artificial intelligence. It creates and deploys AI solutions, primarily using machine learning, to enhance data analysis and decision-making processes. XAI caters to the finance, healthcare, and logistics sectors, aiming to improve accuracy and efficiency in these 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 tailored to meet the unique needs of its clients. The company offers a range of services including colocation, connectivity, cloud, and managed services, all supported by its secure, private network and enterprise-class data centers. Flexential emphasizes the importance of relationships and the human element in IT transformation, aiming to accelerate customer success through a combination of technology and personalized service. By facilitating the optimization, hosting, and management of complex IT infrastructures, Flexential demonstrates its commitment to enhancing the customer experience in a technical landscape.

CoreWeave

Debt Financing in 2024
CoreWeave is a company that specializes in developing a cloud infrastructure platform aimed at providing powerful computing resources for artificial intelligence/machine learning (AI/ML) projects and other initiatives. Their platform features a specialized GPU cloud system designed to accelerate workflows by matching the complexity of models, allowing clients to scale efficiently and adapt to rapidly changing compute requirements. This enables clients to design and innovate with various types of compute resources tailored to their specific needs.

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, aimed at enhancing their financial sustainability and investment capabilities. The company provides a comprehensive suite of solutions that enable nonprofits to manage reserve funds, create and oversee endowments, and streamline the process of receiving donations in various forms, including stock and cryptocurrency. By automating investment strategies and offering portfolio management tools, Infinite Giving simplifies the complexities of asset management, empowering organizations to focus on their mission while effectively growing their financial resources.

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 company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

3Forge

Private Equity Round in 2024
3Forge is a technology company that specializes in developing a hybrid application development platform. This platform is designed to empower developers by significantly reducing development time, lowering maintenance costs, and ensuring consistent uptime, scalability, and performance. Additionally, 3Forge offers a data analysis and workflow management platform for financial institutions. This web-based platform helps monitor trade flow, correlate order discrepancies, and analyze and present data, enabling institutions to increase productivity, reduce time to market, and lower total cost of ownership.

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, established in 1981 and headquartered in Mumbai, India, is a prominent subsidiary of Holderind Investments Limited. It specializes in the manufacture and distribution of cement and related products, primarily serving individual homebuilders, masons, contractors, architects, and engineers within India. The company's product portfolio includes Portland pozzolana cement, ordinary Portland cement, temperature-resistant concrete blocks, Blaine Portland cement, and micro materials. Ambuja Cements markets its products through dealers, authorized retail stockists, retailers, and sales representatives. Known for its hassle-free solutions tailored to Indian climatic conditions and commitment to sustainable operations, the company has earned a reputation as one of India's most trusted cement brands.

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 (REIT) focused on owning and investing in income-generating real estate and related assets in India. The Trust operates in accordance with REIT regulations and its Trust Deed, aiming to create value through its real estate portfolio. Additionally, Nexus Select Trust has developed various solar and hybrid power facilities with a combined capacity of nearly 43 MW, contributing to a significant reduction in carbon dioxide emissions. This commitment to sustainability reflects the Trust's broader objectives of responsible investment and environmental stewardship.

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 Operations LLC, established in 2019 and headquartered in Indianapolis, Indiana, specializes in restoration and remediation services. The company caters to both residential and commercial clients across the United States, offering expert solutions for water, fire, mold, and related damage. Its services enable customers to swiftly recover and rebuild their properties and lives 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 digital entertainment company based in Ho Chi Minh City, Vietnam, focused on supporting artists, creators, and video producers. It operates an online platform that allows creators to register, create, upload, and share videos while also monetizing their content. Additionally, METUB Network offers a range of services, including channel development consulting, copyright protection, and promotional tools to help creators expand their audience and enhance their content. The company manages over 3,000 YouTube channels and generates more than 4 billion views monthly, positioning itself as a leading video and talent network in Vietnam. Through its various services, METUB Network enables creators to turn their passions into sustainable careers and fosters a vibrant community of content creators.

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 is a private sector bank in India, established in 1920 and headquartered in Thrissur, Kerala. It provides a wide range of banking products and services tailored for small and medium enterprises, retail customers, and non-resident Indians. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. Its offerings include various deposit products such as current accounts, savings accounts, and term deposits, as well as an extensive array of loans, including personal, home, vehicle, and gold loans. CSB Bank also engages in investment activities, including trading in equity and fixed income securities, and provides financial services like money transfers, utility payments, and foreign exchange. With a network of approximately 411 branches and 300 ATMs across India, CSB Bank serves over 1 million customers, focusing on accessibility in both urban and rural areas.

Daloopa

Series B in 2024
Daloopa is a company that specializes in document automation and data extraction, utilizing artificial intelligence to streamline complex and high-volume tasks for financial institutions. Its platform transforms intricate financial documents into an organized and auditable database, thereby enhancing the workflow of financial and data teams. By offering precise and comprehensive data on publicly traded companies, Daloopa addresses the urgent data discovery needs of hedge funds, private equity firms, mutual funds, corporations, and investment banks. This AI-driven approach accelerates the analysts' ability to derive valuable insights, particularly during critical periods such as earnings reports and model building. Daloopa distinguishes itself by avoiding generic solutions and focusing on delivering tailored data services that meet the specific requirements of its clients.

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 firm that offers cloud-based solutions for the waste management and recycling sector. Its platform facilitates connections among waste generators, including businesses, consumers, waste aggregators, and recyclers, enabling transparent and traceable transactions. The company assists fast-moving consumer goods (FMCG) and electronics brands in implementing consumer awareness and take-back programs, while also ensuring compliance with government regulations on extended producer responsibility (EPR). By promoting sustainable practices, Recykal aims to create significant social, economic, and environmental impacts at scale.

The Pasha Group

Debt Financing in 2024
The Pasha Group is a diversified transportation and logistics company that offers a wide range of services both domestically and internationally. Established in 1942 and headquartered in San Rafael, California, the company operates across several units, including Automotive Services, Relocation Services, Logistics Services, Transportation Services, and Maritime Services. Its Automotive Services division specializes in vehicle distribution for manufacturers and commercial shippers, providing essential port processing, yard management, and terminal handling. The Relocation Services unit focuses on freight forwarding and global move management for individuals and corporations, while the Logistics Services unit caters to project logistics and freight forwarding for various commodities. Transportation Services supports military personnel with vehicle transportation and storage solutions. Additionally, the Maritime Services unit manages terminal operations and stevedoring for various cargoes. The Pasha Group has a significant operational footprint across North America, with additional locations in Asia and Europe, enhancing its ability to deliver comprehensive logistics management 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.

Intel

Post in 2024
Intel Corporation, established in 1968, is a global leader in semiconductor chip manufacturing. The company designs, manufactures, and sells essential technologies for cloud, smart, and connected devices worldwide. Intel operates through various segments, offering platform products like central processing units and chipsets, and non-platform products such as accelerators, connectivity products, and memory and storage solutions. Additionally, Intel provides Internet of Things products and computer vision technology. Serving original equipment manufacturers, original design manufacturers, and cloud service providers, Intel collaborates with other tech giants to advance computing and communications. Intel Capital, the company's strategic investment arm, invests in innovative startups targeting cloud, AI, 5G, and other disruptive technologies. With a workforce of over 100,000 employees globally, Intel is transforming from a PC-centric company to a data-centric one, powering the future of computing and communications.

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.

Zomato

Post in 2024
Zomato is a global online platform that connects over 55 million users with restaurants across 24 countries. It offers a comprehensive restaurant guide, enabling users to discover, rate, and review eateries, as well as order meals for delivery or table reservations. The company also provides advertising and ingredient supply services to its restaurant partners.

Echelon Data Centres

Debt Financing in 2024
Echelon Data Centres is a European data center operator that specializes in developing large-scale data center campuses. The company is dedicated to providing essential data infrastructure in a sustainable and ethical manner. Echelon offers a range of services, from powered shells to fully customized fit-outs, enabling clients to meet their current data needs while also reserving capacity for future expansion. This approach ensures that clients have access to substantial resources that can support the increasing global demand for data and computing services.

Unfabled

Seed Round in 2024
Unfabled is a women’s health consumer platform that focuses on providing curated and personalized health and wellness solutions tailored specifically for women. By utilizing a tech-enabled approach, Unfabled enables users to discover sustainable health and wellness products that are customized to meet their individual needs throughout their entire life cycle. The platform emphasizes a commitment to sustainability while enhancing the overall health and well-being of its users.

Skin Idea

Acquisition in 2024
Skin Idea is a manufacturing firm specializing in the development and production of cosmetic products tailored for various skin types. The company operates across the United States, Europe, China, and Russia, focusing on the research and development of cosmetic raw materials and formulations. With a strong emphasis on R&D, Skin Idea collaborates with both domestic and international research institutes to ensure rigorous clinical testing and the creation of competitive signature product lines. This commitment to quality and innovation positions Skin Idea as a significant player in the cosmetics industry.

instagrid

Series C in 2024
Instagrid GmbH, founded in 2018 and based in Stuttgart, Germany, specializes in the manufacturing of portable battery storage systems designed to create mobile power infrastructures for various sectors, including construction, event technology, landscaping, and public services. The company's innovative products feature a unique architecture of stacked micro-level inverters, which allows them to be smaller, lighter, and more powerful than traditional battery systems. Instagrid's portable power solutions provide reliable access to clean, affordable, and silent electricity, effectively replacing environmentally harmful petrol and diesel generators. By enabling users to operate efficiently at temporary locations, Instagrid plays a crucial role in meeting the energy demands of industries with challenging power requirements.

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 a global online platform that connects over 55 million users with restaurants across 24 countries. It offers a comprehensive restaurant guide, enabling users to discover, rate, and review eateries, as well as order meals for delivery or table reservations. The company also provides advertising and ingredient supply services to its restaurant partners.

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, based in Aylesbury, United Kingdom, produces and sells nutritionally complete powdered food and nutrition bars. Founded in 2012, the company offers products online with a mission to provide convenient, affordable food with minimal impact on animals and the environment. Huel's products are high in protein and fiber, low in sugar, and made from sustainable ingredients like oats, pea protein, and brown rice protein. They cater to various dietary requirements, being 100% vegan and offering options such as gluten-free. The product range includes seven variations of powdered food, ready-to-drink formats, granola, and on-the-go bars, all designed to provide essential nutrients and support a healthy diet.

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. is a prominent wine producer based in Nashik, India, established in 1999. The company specializes in producing a diverse range of wines, including white, red, rosé, and sparkling varieties, and is recognized as a pioneer in the Indian wine industry, having introduced the country's first Sauvignon Blanc, Chenin Blanc, Riesling, and Zinfandel wines. In addition to its own production, Sula imports and distributes prestigious international wine and spirit brands, including Remy Martin Cognac and Piper Heidsieck Champagne. The company markets its products through hotels, restaurants, and various distributors, while also offering wine tourism experiences through its vineyard resorts and tasting rooms. Sula Vineyards is known for its commitment to quality and innovation, establishing itself as India's leading premium wine producer.

Max Financial Services

Post in 2023
Max Financial Services, a subsidiary of the US $3.2 billion Max Group, operates as a holding company based in Noida, India. It manages a diverse portfolio, including packaging films, real estate, and business investments. Notably, it serves as the parent company of Max Life, actively managing a 72% stake in Max Life Insurance Co. Ltd, a joint venture with Mitsui Sumitomo Insurance. Max Financial Services' primary revenue driver is its life insurance segment.

DFD

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 an Israeli company focused on the development, construction, and operation of renewable energy projects, primarily in solar and wind energy. Established in 2006 and based in Ramat Gan, Energix operates a range of energy systems, including 30 small and 2 medium photovoltaic systems with a total capacity of approximately 3.2 MWp, alongside significant wind farms like the Banie wind farm with a capacity of 106 MW and the Hawa wind farm at 13.2 MW. The company primarily generates revenue from its wind energy segment, which includes projects in both Israel and Poland. Energix is a subsidiary of Alony Hetz Properties and Investments Ltd, which holds a majority stake in the company.

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 RV & Boat Storage is a company that specializes in the ownership, operation, and development of facilities designed for the storage of recreational vehicles and marine equipment. The company provides a range of services to enhance the storage experience, including advanced security measures, well-maintained facilities, and electrical amenities. In addition, RecNation offers concierge services to assist customers in managing their storage needs, ensuring that they can enjoy their recreational activities with peace of mind. Through its focus on quality and customer service, RecNation aims to be a leader in the recreational and marine vehicle storage sector.

Allstar Construction

Acquisition in 2023
Allstar Construction Holdings, LLC is a general contracting company based in Maple Plain, Minnesota, established in 1977. It specializes in a comprehensive range of services, including construction, building maintenance, and insurance restoration. The company caters to both residential and commercial markets by offering services such as roofing repair and replacement, siding installation, window and door services, as well as water and fire restoration. Allstar Construction also addresses specific needs like leak repair, drainage solutions, ventilation, insulation, and snow removal. With a focus on enhancing and maintaining properties, the company provides expertise in multi-family property management and exterior remodeling.

RowCal

Acquisition in 2023
RowCal is a property management company that specializes in providing tailored solutions for residential communities. The firm serves a range of homeowners associations, including those for townhomes, condominiums, single-family homes, and master associations. Its services encompass financial management, administrative support, maintenance and repair, and vendor management, all aimed at enhancing the quality and sustainability of the communities it manages. By focusing on the specific needs of each community, RowCal works to ensure effective management and improvement of residential living environments.

Sasol

Post in 2023
Sasol Limited, headquartered in Johannesburg, South Africa, is an integrated chemical and energy company. It operates through segments including Mining, Energy, Base Chemicals, and Performance Chemicals. Sasol mines coal, explores and produces oil and gas, and markets liquid fuels, pipeline gas, and electricity. It also produces and markets a wide array of chemicals such as polyethylene, polypropylene, and various specialty chemicals used in diverse industries. Additionally, Sasol offers engineering and project services. With over 34,000 employees in 37 countries, Sasol is expanding globally while remaining committed to its South African roots.

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 company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

Juniver

Pre Seed Round in 2023
Juniver is a company focused on supporting individuals in long-term recovery from eating disorders through a neuroscience-based recovery program. It offers a platform that provides practical tools and habit-formation principles tailored to address disordered eating. By fostering a supportive community, Juniver enables users to manage cravings and ease urges, promoting sustainable recovery. The company's approach emphasizes specialized care and on-demand assistance, creating a comprehensive network for those seeking help in their journey towards healing.

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 comprehensive 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 the appropriate support and care throughout their later years.

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., established in 2017 and based in San Francisco, operates a cloud-based platform offering data-driven cyber analytics for global insurance institutions. Its platform enables better decision-making in underwriting cyber risks and managing risk aggregation by providing insights on millions of companies worldwide and modeling thousands of technology failure points.

Sula Vineyards

Venture Round in 2022
Sula Vineyards Pvt. Ltd. is a prominent wine producer based in Nashik, India, established in 1999. The company specializes in producing a diverse range of wines, including white, red, rosé, and sparkling varieties, and is recognized as a pioneer in the Indian wine industry, having introduced the country's first Sauvignon Blanc, Chenin Blanc, Riesling, and Zinfandel wines. In addition to its own production, Sula imports and distributes prestigious international wine and spirit brands, including Remy Martin Cognac and Piper Heidsieck Champagne. The company markets its products through hotels, restaurants, and various distributors, while also offering wine tourism experiences through its vineyard resorts and tasting rooms. Sula Vineyards is known for its commitment to quality and innovation, establishing itself as India's leading premium wine producer.

Blooom

Acquisition in 2022
Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, founded in 2013. Specializing in managing individual participant accounts in employer-sponsored retirement plans such as 401(k)s and 403(b)s, it aims to provide accessible financial advice to a broad audience. The company employs financial technology to deliver investment analysis, portfolio adjustments, and risk management strategies, catering specifically to Americans who lack access to traditional financial advisors. Blooom operates as a Registered Investment Advisor, focusing on fiduciary best practices while maintaining low fees. Its mission is to assist individuals in optimizing their retirement savings and planning for their financial future in an efficient and user-friendly 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 is a specialized company engaged in the research and development, production, sales, and recycling of sputtering targets and evaporation materials used in physical vapor deposition processes. The company offers a diverse range of products, including high-purity metals, complex metal alloys, precious metals, and ceramic materials. These materials find applications in various industries, such as display technology, photovoltaics, semiconductors, precision optics, data storage, and glass manufacturing. By focusing on innovation and sustainability, Vital Thin Film Materials plays a crucial role in providing essential components for advanced coating technologies.

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 firm that offers cloud-based solutions for the waste management and recycling sector. Its platform facilitates connections among waste generators, including businesses, consumers, waste aggregators, and recyclers, enabling transparent and traceable transactions. The company assists fast-moving consumer goods (FMCG) and electronics brands in implementing consumer awareness and take-back programs, while also ensuring compliance with government regulations on extended producer responsibility (EPR). By promoting sustainable practices, Recykal aims to create significant social, economic, and environmental impacts at scale.

Stimulus

Seed Round in 2022
Stimulus, Inc. is a company that specializes in developing relationship intelligence software designed to enhance vendor and supplier management for businesses. Founded in 2016 and headquartered in New York, the company offers a platform that leverages data and analytics to provide visibility into supplier information, allowing organizations to make informed purchasing decisions. Stimulus's software includes features such as supplier comparison, data collection, custom reporting, and real-time data analysis, which help businesses identify potential risks and opportunities within their supply chains. By streamlining the sourcing and procurement processes, Stimulus enables companies to optimize costs and improve their overall purchasing strategy.
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