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

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

J.Timothy Morris

Managing Director and Chief Investment Officer

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

Steve Rodgers

Managing 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

Past deals in Finance

Luma Financial Technologies

Series C in 2025
Luma Financial Technologies is an independent financial technology firm based in Cincinnati, Ohio, founded in 2018. The company offers a multi-issue platform designed to assist banks, brokers, and financial advisors in managing structured products and annuities. Luma's platform includes an order entry system and provides automated tracking, performance reporting, and management of custom structures. Additionally, it features educational resources and training to empower advisors in enhancing their sales and marketing efforts. Luma also emphasizes post-sales support, ensuring that both advisors and clients maximize the benefits of their purchases throughout the product life cycle.

Inicio AI

Seed Round in 2025
Inicio AI is a software-as-a-service platform that specializes in developing an artificial intelligence-driven tool designed for income and expenditure assessment. The platform leverages advanced conversational AI to transcribe financial data from chat interactions in real time, enabling users to generate more accurate and detailed financial statements. It simplifies the process of budgeting by answering user queries and automatically filling out forms, thereby alleviating the stress and complexity often associated with traditional budget management. Additionally, the platform offers a user-friendly experience optimized for mobile devices, enhancing the overall accessibility and efficiency of financial assessments.

Capital Markets Gateway

Series C in 2025
Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

Invest in Women Taskforce

Venture Round in 2024
The goal of the Invest in Women Taskforce is to establish one of the biggest investment pots in the world, with funds contributed by female investors, in order to spur investment in female-led companies throughout the United Kingdom.

Capitolis

Funding Round in 2024
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

xAI

Series C in 2024
XAI 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.

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.

Infinite Giving

Seed Round in 2024
Infinite Giving is an asset management platform tailored for nonprofit organizations, facilitating the growth of their financial resources. The platform enables these organizations to invest reserve funds, create and manage endowments, and streamline the receipt of donations in various forms, including stocks and cryptocurrencies. By offering a suite of solutions, such as investment strategies and financial sustainability plans, Infinite Giving simplifies the investment process for nonprofits, allowing them to focus on their missions while enhancing their financial capabilities. The platform aims to amplify the impact of nonprofit work through improved asset management and innovative financial solutions.

Versana

Venture Round in 2024
Versana is a developer of a loan data platform that aims to enhance transparency, efficiency, and speed in the syndicated loan market. The company's platform delivers real-time insights into loan-level details and portfolio positions by directly capturing reference data from agent banks. This approach allows clients to eliminate discrepancies and gain direct digital access to crucial information. Versana's services encompass various aspects of the financial sector, including loan syndication, corporate credit, debt management, capital markets, leveraged finance, and both investment-grade and high-yield loans. Through its innovative technology, Versana seeks to redefine the way financial institutions manage and analyze loan data.

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.

CSB Bank

Post in 2024
CSB Bank Limited, headquartered in Thrissur, India, is a private sector bank that provides a range of banking products and services catering to small and medium enterprises, retail customers, and NRIs. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. It offers various deposit products, including current and savings accounts, term deposits, and specialized accounts for NRI customers. CSB Bank provides a wide array of loan options, such as personal, home, vehicle, education, agricultural, and gold loans, as well as working capital and commercial vehicle loans. Additionally, the bank engages in investment activities, proprietary trading, and offers services like money transfers, utility payments, and internet banking. With a network of approximately 411 branches and 300 ATMs, CSB Bank serves over one million customers across India. Established in 1920 and originally known as The Catholic Syrian Bank Limited, it rebranded to CSB Bank Limited in June 2019.

Daloopa

Series B in 2024
Daloopa specializes in document automation and data extraction, utilizing artificial intelligence to streamline the management of complex financial documents. By converting these documents into an auditable database, Daloopa provides clarity for financial institutions, enabling them to efficiently handle high-volume, critical tasks. The company serves a diverse range of clients, including hedge funds, private equity firms, mutual funds, corporations, and investment banks, assisting them in quickly addressing urgent data discovery needs during earnings periods and model-building processes. Daloopa's AI-driven approach distinguishes it from traditional one-size-fits-all solutions, offering comprehensive and precise data on publicly traded companies in a timely manner.

FMX

Venture Round in 2024
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.

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.

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.

Versana

Venture Round in 2023
Versana is a developer of a loan data platform that aims to enhance transparency, efficiency, and speed in the syndicated loan market. The company's platform delivers real-time insights into loan-level details and portfolio positions by directly capturing reference data from agent banks. This approach allows clients to eliminate discrepancies and gain direct digital access to crucial information. Versana's services encompass various aspects of the financial sector, including loan syndication, corporate credit, debt management, capital markets, leveraged finance, and both investment-grade and high-yield loans. Through its innovative technology, Versana seeks to redefine the way financial institutions manage and analyze loan data.

Octaura

Seed Round in 2022
Octaura is an electronic trading solution created by the industry – for the industry. Backed by eight major US financial institutions, Octaura has reimagined the way the syndicated loan and the CLO markets trade. Efficiency, transparency and simplicity are at the heart of what we do.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

NYDIG

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

Ummeed Housing Finance

Series E in 2021
Ummeed Housing Finance Private Limited is a housing finance company based in Gurugram, India, founded in 2016. The company specializes in providing home loans and loans against property specifically tailored for lower and middle-income families, particularly those with informal incomes who often face challenges in accessing organized financial services. Ummeed Housing Finance aims to enhance operational efficiency and minimize turnaround times for customers by utilizing technology in its processes. In addition to home loans and loans against property, the company also offers services for home renovation and construction, as well as insurance products, thereby supporting families in achieving their housing goals in a personalized and customer-friendly manner.

Quassar Capital

Venture Round in 2021
Quassar Capital is a firm with a broad presence in the US, founded in 2012, which manages $23.6 billion in assets. Our people have extensive experience in various fields such as applied mathematics, statistical methods, financial markets, as well as advanced programming with a quantitative approach, which has allowed a sustained growth in recent years always betting on the most innovative technology and which is reflected in the excellent results towards our investors. Delivering high-quality returns requires unwavering focus, continuous adaptation to dynamic conditions, and the active pursuit of market opportunities. To achieve this, we invest significantly in technology and infrastructure and bring together diverse perspectives and approaches. Quassar Capital, L.P. a Cabrera Capital Markets, LLC company.

FIA Tech

Series A in 2021
FIA Tech is a provider of financial and brokerage services that focuses on enhancing operational efficiency through its online platform. This cloud-based system offers integrated compliance and reference data solutions, facilitating connections between exchanges, brokers, clearers, and clients. By delivering end-to-end management of brokerage relationships, payment processes, settlement, and reconciliation, FIA Tech enables market participants to reduce risk, streamline operations, and address market and regulatory challenges effectively. The company's commitment to collaborating with the industry supports the development of key services and technologies aimed at mitigating operational costs and improving overall market functionality.

NYDIG

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

Lafayette Square

Private Equity Round in 2021
Lafayette Square is a Miami-based investment platform established in 2020, focused on providing debt financing and leveraged finance. The firm aims to create a significant impact through its commercial-scale operations, leveraging technology to enhance its financial services. By combining traditional lending practices with innovative solutions, Lafayette Square seeks to address the needs of diverse clients while promoting positive social and economic outcomes.

Ignition Advice

Series B in 2020
Ignition advice provides automated advice, tools and calculators to global professional financial businesses and financial institutions. Ignition Advice partners with large enterprise. We apply well researched, goal-based, financial planning principles, powered by customer data and our own independent data and insight which means that advice is personalised to the customer’s needs. Our bank-grade, scaled advice, Software as a Service (SaaS) technology operates within complex ecosystems to bring frictionless experiences to your members.

Capital Markets Gateway

Series B in 2020
Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

86 400

Series A in 2020
86 400 is an Australian neobank that focuses on providing digital financial products through a smartphone application. This platform allows customers to consolidate accounts from various financial institutions, offering a comprehensive view of their finances. By utilizing smart technology, 86 400 highlights pertinent information regarding spending, saving, and bills, empowering users to manage their financial activities effectively. The bank prioritizes customer needs and aims to simplify the banking experience, enabling individuals to make informed decisions about their finances with ease.

Ummeed Housing Finance

Series D in 2020
Ummeed Housing Finance Private Limited is a housing finance company based in Gurugram, India, founded in 2016. The company specializes in providing home loans and loans against property specifically tailored for lower and middle-income families, particularly those with informal incomes who often face challenges in accessing organized financial services. Ummeed Housing Finance aims to enhance operational efficiency and minimize turnaround times for customers by utilizing technology in its processes. In addition to home loans and loans against property, the company also offers services for home renovation and construction, as well as insurance products, thereby supporting families in achieving their housing goals in a personalized and customer-friendly manner.

E*TRADE

Acquisition in 2020
E*TRADE Financial Corporation is a financial services company that specializes in online brokerage and related services for individual investors, traders, and registered investment advisors. Founded in 1982 and headquartered in Arlington, Virginia, E*TRADE provides a range of products and tools designed to empower customers to manage their financial futures. Its offerings include brokerage services, automated trade execution, banking products such as sweep deposit accounts, and investment advisory services. E*TRADE also supports stock plan administrators and participants, while providing custody solutions and financial wellness services to corporate clients. The company operates through digital platforms and a network of customer service representatives, with in-person support available at 30 regional financial centers across the United States. E*TRADE aims to enhance the financial independence of its users by facilitating self-directed investments in various assets, including stocks, options, and mutual funds. As of October 2020, E*TRADE operates as a subsidiary of Morgan Stanley.

Centrum Housing Finance

Venture Round in 2020
Centrum Housing Finance Limited is a housing finance company based in Mumbai, India, that focuses on providing financial solutions to lower and middle-income families. Established in 2016, the company offers a range of products, including loans for purchasing, reselling, constructing, repairing, and renovating residential properties, as well as loans against residential and commercial properties. With 42 branches across six states, Centrum Housing Finance aims to empower underserved customers by addressing their unique challenges in obtaining housing finance. The company combines traditional lending methods with advanced technology to facilitate hassle-free, long-term loans, thus promoting financial inclusion for middle-class families in India. As a subsidiary of Centrum Capital Limited, it is committed to making housing finance accessible to those who may struggle to secure loans from conventional lenders.

Finsocial

Debt Financing in 2019
Finsocial specializes in providing credit solutions tailored for public-sector teachers and pensioners. The company offers consumer loans that are repaid directly through the clients' payroll and pension payments. This approach ensures an efficient and affordable means of accessing credit, catering specifically to the financial needs of educators and retirees. By facilitating payroll discount credits, Finsocial aims to deliver rapid and effective financial support to its clients.

DirectBooks

Seed Round in 2019
DirectBooks is a prominent communications platform that focuses on deal data, documentation, and information exchange in primary markets, particularly for investment-grade fixed income. It aims to optimize the primary issuance process for fixed-income instruments by providing a centralized digital platform that streamlines communications among various stakeholders. The platform offers real-time updates on multiple deals through a user-friendly dashboard, enhancing the efficiency and accuracy of workflows for both investors and underwriters. By promoting industry standardization and automation, DirectBooks plays a crucial role in modernizing how financial transactions are managed in the primary markets.

Kogta Financial

Series C in 2019
Kogta Financial (I) Ltd is a rapidly growing non-banking finance company based in western India. The company focuses on providing financing solutions for a diverse range of vehicles, including commercial vehicles, cars, and two-wheelers, as well as loans for enterprises and loans secured against property. With a specialization in asset financing, Kogta Financial aims to deliver cost-effective and efficient financial services to its clients. The company is particularly dedicated to supporting micro, small, and medium enterprises by offering reliable financial assistance with lower repayment tenures for loans and advances. Its experienced and innovative management team drives the company's commitment to meeting the financial needs of its clientele.

Shareworks

Acquisition in 2019
Solium is a leading global provider of web-based stock plan administration technology and services. Their software helps companies automate and manage their stock option and purchase plans, by providing unrivalled comprehensive regulatory and financial reporting capabilities. Founded in 1999, Solium has offices in Canada and the United States.

Golden Education

Series C in 2018
Golden Education specializes in financial education and training, offering a diverse range of courses that span over 100 categories. Their curriculum includes subjects such as accounting, securities, futures, and banking, catering to various industry needs. By providing comprehensive training, Golden Education aims to equip individuals with the knowledge and skills necessary for success in the financial sector.

Five Star Business Finance

Private Equity Round in 2018
Five-Star Business Finance is a Registered Non-Banking Finance Company (NBFC) regulated by the Reserve Bank of India. Headquartered in Kilpauk, Chennai, it has an extensive network of branches across multiple cities in Tamil Nadu and neighboring states. The company specializes in providing secured loans to micro-entrepreneurs and self-employed individuals, facilitating business growth and asset creation. Its financial products cater to various personal needs, including home renovations, healthcare, education, and expenses related to significant life events such as marriages. Five-Star is committed to delivering quality service to its customers while adhering to the regulatory guidelines set forth by the RBI.

Golub Capital BDC

Post in 2018
Golub Capital BDC is a business development company that operates as an externally managed, closed-end, non-diversified management investment firm. It focuses on investing in debt and minority equity in middle-market companies, primarily those backed by private equity. The company's investment strategy emphasizes senior secured loans, one-stop loans, unitranche loans, second lien loans, subordinated loans, mezzanine loans, and warrants. Golub Capital BDC aims to generate current income and capital appreciation through these investments, which are typically rated below investment grade or would be if rated. The company's investments are primarily concentrated in the United States.

Reliance Nippon Life Asset Management

Private Equity Round in 2017
Reliance Nippon Life Asset Management Limited (formerly Reliance Capital Asset Management Limited)(RNAM) is the asset manager of Reliance Mutual Fund (RMF). Presently, Reliance Capital Limited​​​ ​​holds 46.57% of its total issued and paid-up equity share capital of RNAM. Nippon Life Insurance Company (NLI) holds 49.00% of RNAM's total issued and paid up equity share capital.​​​

Mesa West Capital

Acquisition in 2017
Mesa West Capital, LLC is a commercial real estate lending company based in Los Angeles, California, with an additional office in Chicago, Illinois. Founded in 2004, the firm specializes in bridge finance and structured finance programs aimed at supporting various real estate projects across the United States. Its services encompass financing for real estate acquisitions, refinancing, and recapitalizations involving a range of property types, including office, retail, industrial, multifamily, and hotels. Mesa West Capital provides first mortgage loans and financing for note purchases, catering to real estate investment firms as well as private developers and owners. With a capital base of approximately $3.5 billion, the company has established a reputation for offering flexible and reliable capital solutions within the commercial real estate sector. As of March 2018, Mesa West Capital operates as a subsidiary of MSREI Holding, Inc.

Five Star Business Finance

Series C in 2017
Five-Star Business Finance is a Registered Non-Banking Finance Company (NBFC) regulated by the Reserve Bank of India. Headquartered in Kilpauk, Chennai, it has an extensive network of branches across multiple cities in Tamil Nadu and neighboring states. The company specializes in providing secured loans to micro-entrepreneurs and self-employed individuals, facilitating business growth and asset creation. Its financial products cater to various personal needs, including home renovations, healthcare, education, and expenses related to significant life events such as marriages. Five-Star is committed to delivering quality service to its customers while adhering to the regulatory guidelines set forth by the RBI.

Renew Financial

Debt Financing in 2017
Renew Financial specializes in providing innovative financing solutions that support efficiency and renewable energy initiatives. Founded in 2008 by Cisco DeVries, the company focuses on developing financing models that promote energy independence and facilitate the transition to a clean energy economy. Its key offerings include the PACE financing model and the Warehouse for Energy Efficiency Loans, which enable access to capital for residential energy efficiency projects. These financing options are designed to assist homeowners, contractors, and local governments in funding energy efficiency, renewable energy, and water efficiency improvements, with repayments often structured through property taxes. By connecting these stakeholders, Renew Financial aims to reduce energy consumption and contribute to job creation in local communities.

Kensho Technologies

Series B in 2017
Kensho Technologies, Inc. specializes in analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. Founded in 2012 and headquartered in Cambridge, Massachusetts, with additional offices in New York, Virginia, and California, Kensho develops financial analytics software that enables scalable analytics solutions for commercial entities. Its offerings include Kensho Applied Mind, an AI software that enhances decision-making by addressing complex financial inquiries in natural language. The company also operates a national security division known as Koto. As of April 2018, Kensho operates as a subsidiary of S&P Global Inc.

Five Star Business Finance

Series B in 2016
Five-Star Business Finance is a Registered Non-Banking Finance Company (NBFC) regulated by the Reserve Bank of India. Headquartered in Kilpauk, Chennai, it has an extensive network of branches across multiple cities in Tamil Nadu and neighboring states. The company specializes in providing secured loans to micro-entrepreneurs and self-employed individuals, facilitating business growth and asset creation. Its financial products cater to various personal needs, including home renovations, healthcare, education, and expenses related to significant life events such as marriages. Five-Star is committed to delivering quality service to its customers while adhering to the regulatory guidelines set forth by the RBI.

Zhong An

Series A in 2015
ZhongAn Online P & C Insurance Co., Ltd. is an insuretech company based in Shanghai, China, founded in 2013 by prominent enterprises including Ant Financial, Tencent, and Ping An Insurance. As the first internet-based insurance provider in China, ZhongAn exclusively offers its products and services online, eliminating the need for physical branches. The company specializes in property and casualty insurance, providing coverage for accidents, health, liability, cargo, household property, and motor-related incidents. In addition to insurance, ZhongAn also delivers a range of technology services, including IT consulting, asset management, and telemedicine solutions. The company's technological capabilities extend to developing digital operating systems and industry models, which are offered to financial institutions both domestically and internationally. With a focus on e-commerce and mobile payment solutions, ZhongAn supports internet businesses and individual users through financing guarantees and innovative online services.

Symphony Communication Services

Series A in 2014
Symphony Communication Services, LLC is a secure collaboration platform that facilitates effective and compliant communication for traders and portfolio managers in the financial and insurance sectors. By consolidating digital communication tools such as messaging, screen sharing, and audio/video conferencing into a single platform, Symphony enhances productivity while ensuring adherence to data security and regulatory compliance requirements. The platform supports various functions including internal and external team communication, document sharing, and integration of applications and bots. Founded in 2012 and based in Palo Alto, California, Symphony has expanded its presence with offices in major financial hubs including New York, London, Hong Kong, Singapore, Stockholm, Paris, and Tokyo. The company was formerly known as Perzo Inc. and rebranded in 2014. Symphony operates as a subsidiary of The Goldman Sachs Group, Inc.

Flipkart

Series G in 2014
Flipkart, established in 2007, is a leading Indian e-commerce marketplace headquartered in Bengaluru. It offers a vast array of products, spanning over 70 categories and 30 million items, including electronics, home appliances, fashion, and health care. With a workforce of 33,000 and 75 million registered users, Flipkart facilitates over 10 million daily visits and delivers approximately 8 million shipments monthly. Founded by Binny and Sachin Bansal, the company was acquired by Walmart in 2018. Flipkart Ventures, its venture arm, invests in seed to series B-stage companies.

Hanwha

Acquisition in 2014
Hanwha Corporation, established in 1952, is a diversified South Korean conglomerate with headquarters in Seoul. It operates in two primary sectors: finance and chemicals. In finance, Hanwha Investment & Securities, founded in 1962, offers wealth management, asset management, investment banking, and trading services. The company's chemical division, Hanwha Chemical, manufactures and sells a wide array of products, including explosives, PVC windows and doors, flooring materials, and more. Additionally, Hanwha Corporation engages in various other businesses such as real estate development, construction, and energy.

Block

Debt Financing in 2014
Block, Inc. is a technology company specializing in financial services, founded in 2009. It operates several key platforms, including Square, Cash App, TIDAL, and TBD, aimed at enhancing economic access for individuals and businesses. Block provides payment services to merchants and has developed Cash App as a person-to-person payment network, facilitating seamless transactions among users. In 2023, the payment volume processed through Square exceeded $200 million, reflecting the company's significant role in the financial technology landscape.

Moneytree

Seed Round in 2013
Moneytree is a fintech data platform focused on enhancing financial connectivity for individuals and institutions, aiming to promote personal wealth growth. Established in 2013, the company launched its first product, a personal finance app for iOS, which received multiple accolades, including recognition as one of the App Store’s “Best of” apps in Japan shortly after its release. The app has since attracted over 1,300,000 users across iOS, Android, and web platforms. Moneytree's proprietary data aggregation platform, Moneytree LINK, serves nearly twenty enterprise clients, including Japan's largest accounting software vendors, and features integrations with notable financial institutions such as Mizuho Bank and SMBC. This platform enables users to connect their bank accounts and credit cards, providing real-time notifications about significant transactions, low balances, and upcoming bills, thereby facilitating better financial management.

Flipkart

Series E in 2013
Flipkart, established in 2007, is a leading Indian e-commerce marketplace headquartered in Bengaluru. It offers a vast array of products, spanning over 70 categories and 30 million items, including electronics, home appliances, fashion, and health care. With a workforce of 33,000 and 75 million registered users, Flipkart facilitates over 10 million daily visits and delivers approximately 8 million shipments monthly. Founded by Binny and Sachin Bansal, the company was acquired by Walmart in 2018. Flipkart Ventures, its venture arm, invests in seed to series B-stage companies.

Jana Small Finance Bank

Series D in 2013
Jana Small Finance Bank Limited is a banking institution based in Bengaluru, India, that offers a range of financial products and services aimed at individuals and corporates. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. It provides various banking services including current and savings accounts, fixed and recurring deposits, and a diverse array of loans such as home, gold, agricultural, and business loans. Additionally, Jana Small Finance Bank facilitates online banking, payment services, and debit card issuance. Originally established as Janalakshmi Financial Services in 2006, the bank rebranded in March 2018 to reflect its commitment to financial inclusion and servicing the urban underserved population in India. The institution maintains a strong focus on customer value and integrates technology to enhance its operations and scalability.

SoFi

Debt Financing in 2013
SoFi, established in 2011 and headquartered in San Francisco, operates as a commercial bank offering a range of financial services. Primarily serving early-career professionals, SoFi provides personal loans, mortgage refinancing, and student loan assistance. Their wealth management services include retirement savings plans, investment products, and credit card offerings. Additionally, they provide small business financing solutions.

National Stock Exchange

Private Equity Round in 2007
The National Stock Exchange of India Limited (NSE) is a leading electronic stock exchange headquartered in Mumbai, established in 1992. It is recognized for its automated screen-based trading system, which ensures transparency, speed, and efficiency in the Indian securities market. NSE provides a wide range of services, including exchange listings, trading, clearing, and settlement, along with indices and market data feeds. The exchange plays a significant role in the development of the capital market landscape in India by promoting investor protection and implementing innovative practices such as dematerialization, electronic transfer of securities, and professionalization of trading members. NSE has also adopted advanced information technology to enhance its trading mechanisms and risk management systems, thereby contributing to the overall integrity and functionality of the market. Through its diverse offerings, NSE aims to meet the trading and investment needs of its users while fostering a robust financial environment.

12 Entrepreneuring

Venture Round in 2000
12 Entrepreneuring is an incubator company based in California that focuses on investing in technology firms. Founded during the peak of the tech bubble by two notable dot-com entrepreneurs, the organization aims to support emerging businesses in the tech industry through strategic investments and resources. By leveraging their experience and network, 12 Entrepreneuring seeks to foster innovation and growth among the companies it partners with.

Network International

Series B in 2000
Network International is a prominent provider of payment solutions in the Middle East and Africa, established in 1994. The company offers a comprehensive suite of technology-enabled services designed to meet the diverse needs of merchants and financial institutions. Its offerings include credit and debit card processing, ATM management, merchant acquiring, and consumer finance applications. Network International is recognized for its innovative approach and ability to deliver tailored solutions that enhance payment transactions, making them secure, fast, and efficient. As a principal member of Visa International and MasterCard International in the UAE, it holds a significant position in the market, being the first independent vendor certified by both networks for card payments. The company also provides consultancy services to assist clients in planning and designing new card products and programs. Committed to driving customer revenue and profitability, Network International continues to evolve its services to adapt to the growing demands of the digital commerce landscape.

PNB Housing Finance

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.
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