Operative Capital

Forge Global Inc. is a prominent private securities marketplace founded in 2014, designed to address the needs of the private market ecosystem. The firm enables investors and shareholders to access liquidity in private markets, facilitating connections through its advanced technology and expertise. By providing a platform for private equity, Forge allows both private and institutional investors to engage with leading pre-IPO companies. The company is supported by notable Silicon Valley investors and major global institutions, including Deutsche Börse and Temasek, which underscores its strong position in the market.

Extole, Inc. offers a Software-as-a-Service (SaaS) platform specializing in referral marketing. Founded in 2007 and based in San Francisco, California, the company enables marketers to create, measure, and enhance refer-a-friend programs across mobile, web, and other channels. Its platform supports personalized influencer codes and links, catering to various sectors, including retail, membership and loyalty, and financial services. Extole has empowered over 300 brands to implement effective referral programs, facilitating significant customer acquisition through the engagement of existing customers. The company provides a comprehensive service that spans from promotion to conversion, allowing clients to analyze and refine their marketing strategies for improved performance.

SharesPost, Inc. operates an online platform that connects investors with late-stage venture-backed companies and their shareholders, facilitating secondary liquidity and primary capital raising. Founded in 2009 and based in San Francisco, the company has executed over $4 billion in secondary market transactions involving shares of more than 200 technology firms. SharesPost offers a range of trading solutions and investment services designed to enhance shareholder liquidity, including research and online tools for private market transactions. The firm has formed strategic partnerships with notable institutions such as U.S. Bancorp and Bloomberg. Additionally, SharesPost Investment Management, an affiliate of SharesPost, oversees a portfolio of funds that invest in leading private growth companies across various sectors, acting as a Registered Investment Advisor.

Sensibill Inc., founded in 2012 and based in Toronto, Canada, operates a cloud-based application that enables users to access digital receipts directly from their bank accounts. The company offers a comprehensive digital receipts ecosystem, providing financial institutions with a turnkey solution to help retail customers manage itemized receipts through trusted banking applications. Sensibill's platform emphasizes a user-friendly interface, enhancing customer engagement and fostering loyalty among users. By integrating technology with design, Sensibill transforms the way customers interact with their financial services, turning them into advocates for the banking applications they utilize.

Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. It enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any part of their financial journey. They're building cutting-edge tools that bring more innovation and efficiency to savings and wealth management. Harvest Savings & Wealth Technologies provides integrated, enterprise-grade digital savings and wealth solutions to banks, credit unions, trust companies, and other financial institutions. The company was founded in 2014 and is headquartered in San Francisco, California, United States.

AlphaClone is an investment advisory and research firm that assists long-term investors in identifying high-potential stock ideas and investment strategies. Founded in 2008 and headquartered in San Francisco, the firm employs a unique approach known as "cloning," which leverages public disclosures from hedge funds to develop and backtest equity investment strategies. By providing access to the investment insights of established institutional investors, AlphaClone aims to empower clients to make informed decisions and enhance their portfolio performance. The firm offers its research and strategies through managed accounts and exchange-traded funds, aligning with its mission to help individuals regain control over their investment portfolios.

Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. It enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any part of their financial journey. They're building cutting-edge tools that bring more innovation and efficiency to savings and wealth management. Harvest Savings & Wealth Technologies provides integrated, enterprise-grade digital savings and wealth solutions to banks, credit unions, trust companies, and other financial institutions. The company was founded in 2014 and is headquartered in San Francisco, California, United States.

BaseVenture is an award-winning software company that develops innovative solutions in the areas of financial reporting, data visualization, and process management. BaseVenture works closely with fund managers, asset allocators, and fund administrators to ​ improve investor satisfaction, automate their operations, and make smarter investment decisions.

Digit, Inc. is a financial technology company based in San Francisco, California, that specializes in a mobile application designed to help users manage their finances effectively. Founded in 2012, the app analyzes users' spending habits and automatically saves a tailored amount of money each day, based on their income and expenditure patterns. By utilizing machine learning and insights from behavioral psychology, Digit aims to reduce the stress associated with financial management and assists users in building a secure financial future. The platform keeps savings in a separate account and adjusts the savings amount daily, helping users achieve their financial goals without requiring constant attention.

Abra is a digital cash, peer-to-peer money transfer network that enables users to buy, sell, and hold bitcoin, as well as send both bitcoin and fiat currencies to any bitcoin wallet or other Abra users. Founded in 2014 by Bill Barhydt, the company leverages bitcoin and blockchain technology to facilitate transactions in over 50 currencies. Abra aims to provide a secure and instant method for transferring money, allowing users to do so without incurring fees through its mobile platform. Based in Silicon Valley, Abra is focused on transforming the way money moves globally.

ApplePie Capital, Inc. is a financial services company based in San Francisco, California, that specializes in providing financing solutions for franchise businesses. Founded in 2013, the company operates an online marketplace that connects franchisees with various loan options to support their growth and operational needs. These loans can be used for opening new franchises, acquiring existing locations, retrofitting current sites, and refinancing existing debts. ApplePie Capital's platform also offers investors the opportunity to earn fixed-income returns by investing in established franchise brands. The company's mission is to enhance financial efficiencies for entrepreneurs, enabling them to successfully start and expand their franchise operations.

OvationCXM is a technology support company based in Tiburon, California, with an additional office in Scottsdale, Arizona. Founded in 2014, it specializes in providing comprehensive technical support services for businesses across the United States. The company offers 24/7 remote and onsite assistance in various areas, including business technology, network connectivity, and back office support. Its services encompass point-of-sale installations, network configuration, Ethernet cabling, managed routers, software training, and equipment repair. OvationCXM also features a support platform designed to streamline the activation, servicing, and management of technology products, utilizing data and artificial intelligence to predict potential issues and enhance the support experience. This focus on proactive problem-solving and efficient service aims to ensure that businesses receive timely assistance when needed.