Blue Onion Labs
Series A in 2025
Blue Onion Labs Inc., incorporated in 2020 and based in Albany, New York, develops a software platform tailored for finance and accounting teams to trace and reconcile financial transactions across various systems. The company's offerings include data matching software that provides transaction validation, data management, and integration with back-end systems. By automating the financial close process, Blue Onion Labs aims to eliminate repetitive tasks, thereby enhancing efficiency and accuracy for its clients. The platform empowers finance and accounting professionals to work more effectively while ensuring control and compliance in their financial operations.
Notabene, Inc. is a New York-based company founded in 2020 that specializes in developing a software as a service (SaaS) platform for crypto compliance tailored for the financial industry. The company focuses on helping financial institutions adhere to emerging global regulations concerning cryptocurrency transactions, specifically addressing the complexities of the Travel Rule. Notabene offers a unified API and dashboard designed to assist compliance officers in managing risk associated with both Travel Rule and non-custodial transactions. By providing access to a broad network of crypto businesses, Notabene simplifies the compliance process, enhances transaction confidence, and ultimately supports its clients in increasing their transaction volumes and business growth.
ZUZU Hospitality
Series B in 2023
ZUZU Hospitality Solutions, based in Singapore, specializes in providing comprehensive online revenue management and marketing services tailored for small hotels. The company offers a unified software and service platform that encompasses sales and marketing solutions, acting as the primary partner for hoteliers to drive revenue growth through efficient distribution and revenue management strategies. This enables hoteliers to focus on their core operations while ZUZU powers their back-office revenue generation business.
RentSpree
Series B in 2022
RentSpree LLC is a rental platform based in Woodland Hills, California, established in 2016. The company specializes in facilitating apartment rentals in Southern California and offers a comprehensive suite of services that includes a universal tenant screening process, renter management, and an automated rental screening API. This technology allows property owners and agents to streamline the lease application process by providing a centralized system for screening applicants. RentSpree's platform enhances the efficiency of tenant verification while protecting applicants from hard credit inquiries, thereby simplifying the rental experience for both landlords and renters. The company's services are accessible nationwide, supporting the evolving needs of the U.S. housing market.
FiscalNote Holdings
Post in 2022
FiscalNote Holdings Inc is a leading provider of global policy and market intelligence solutions that leverage artificial intelligence and big data. The company offers a suite of products, including FiscalNote Core, CQ Federal, and EU Issue Tracker, which deliver actionable legal and policy insights for businesses, government institutions, and nonprofits. Its flagship platform provides real-time legislative predictive capabilities, along with tools for enterprise collaboration and visualization of data related to campaign finance, demographics, news, and open data. By integrating expert analysis from renowned organizations, FiscalNote facilitates effective policy management and risk mitigation, enabling clients to make informed decisions swiftly. Operating as a single segment, the company generates revenue by embedding policy intelligence into the daily operations of its clients, with a significant portion of its earnings derived from various geographical markets.
CrowdStreet
Venture Round in 2022
CrowdStreet, Inc. is an online marketplace based in Portland, Oregon, specializing in commercial real estate investment. Founded in 2013, the company connects accredited investors with institutional-quality real estate opportunities, providing direct access to a diverse range of investment offerings. Its platform enables commercial real estate developers and operators to effectively engage with investors, facilitating the acquisition and management of capital for their projects. Additionally, CrowdStreet offers investment advisory services to privately managed accounts linked to its marketplace. With a user-friendly interface, the platform equips over 100,000 investors with the necessary tools to review, compare, and select investment opportunities that align with their financial goals.
Flutterwave
Series D in 2022
Flutterwave Inc. is a financial technology company that offers comprehensive payment solutions for businesses globally. Founded in 2014 and headquartered in San Francisco, California, Flutterwave provides a range of services, including Flutterwave Checkout for processing payments via web and mobile, and a Flutterwave API for creating and managing virtual cards. The platform also includes tools for invoicing, allowing businesses to create professional invoices and track payments, as well as payment links for easy collection from customers. Serving various industries such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify payment infrastructure by connecting merchants with local and international card schemes and bank accounts, ensuring secure and efficient payment processing.
Nowsta, Inc. is a technology company that offers an all-in-one software solution designed to optimize the management of hourly and event-based workforces. Founded in 2014 and headquartered in Brooklyn, New York, the platform provides essential tools for scheduling, time tracking, and financial management, enabling employers to effectively oversee their hourly staff. By integrating advancements in machine learning and payment technologies, Nowsta aims to enhance communication and streamline payment processes for hourly wage employees. The company's innovative approach seeks to transform workforce management, making it easier for businesses to operate efficiently and support their employees.
UPTIQ is a financial intelligence platform that facilitates connections between wealth advisors and their clients by providing access to a wide range of financial services products. The platform leverages data analytics and artificial intelligence to enhance the advisory process, enabling investment professionals to identify and implement optimal financing solutions tailored to their clients' needs. By doing so, UPTIQ aims to help advisors protect their assets under management, enhance client wealth, and generate additional income streams, thereby transforming the wealth management experience into a more holistic and effective endeavor.
Female Invest
Seed Round in 2021
Female Invest is a subscription-based e-learning platform dedicated to educating women on personal finance and investing. With a presence in over 60 countries, the company aims to close the financial gender gap by providing a variety of educational resources. These resources include online courses, webinars, workshops, and articles that help women grasp investment principles and strategies. The platform also facilitates knowledge sharing through live sessions and coaching, empowering women to effectively manage their finances and make informed investment decisions. By offering exclusive content and tools, Female Invest strives to enhance financial literacy and promote independence among its members.
Notabene, Inc. is a New York-based company founded in 2020 that specializes in developing a software as a service (SaaS) platform for crypto compliance tailored for the financial industry. The company focuses on helping financial institutions adhere to emerging global regulations concerning cryptocurrency transactions, specifically addressing the complexities of the Travel Rule. Notabene offers a unified API and dashboard designed to assist compliance officers in managing risk associated with both Travel Rule and non-custodial transactions. By providing access to a broad network of crypto businesses, Notabene simplifies the compliance process, enhances transaction confidence, and ultimately supports its clients in increasing their transaction volumes and business growth.
Imandra
Seed Round in 2021
Imandra Inc. is a company that specializes in cloud-based automated reasoning, focusing on the governance and analysis of critical algorithms. Founded in 2014 and headquartered in Austin, Texas, Imandra's platform utilizes artificial intelligence and verified functional programming to deliver automated testing for functional languages. This technology aids developers in ensuring the safety, transparency, and correctness of complex algorithms while also addressing software bugs. By providing tools that analyze algorithm specifications for both internal and client-facing trading systems, Imandra enhances the rigor and governance of algorithmic processes in various applications.
Flutterwave
Series C in 2021
Flutterwave Inc. is a financial technology company that offers comprehensive payment solutions for businesses globally. Founded in 2014 and headquartered in San Francisco, California, Flutterwave provides a range of services, including Flutterwave Checkout for processing payments via web and mobile, and a Flutterwave API for creating and managing virtual cards. The platform also includes tools for invoicing, allowing businesses to create professional invoices and track payments, as well as payment links for easy collection from customers. Serving various industries such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify payment infrastructure by connecting merchants with local and international card schemes and bank accounts, ensuring secure and efficient payment processing.
Deep Discovery
Seed Round in 2021
Deep Discovery is a technology company specializing in AI-driven global financial risk assessment. It applies advanced machine learning algorithms to uncover hidden patterns in public data, revealing high-risk activities associated with organized crime networks. The company automatically generates risk scores for every company worldwide and their directors, akin to FICO scores, enabling banks, regulators, law enforcement agencies, and journalists to query these assessments via subscription. Unlike competitors, Deep Discovery focuses on network-based risk assessments, aiming to help institutions better detect and mitigate financial crimes, thereby reducing penalties.
Notabene
Seed Round in 2020
Notabene, Inc. is a New York-based company founded in 2020 that specializes in developing a software as a service (SaaS) platform for crypto compliance tailored for the financial industry. The company focuses on helping financial institutions adhere to emerging global regulations concerning cryptocurrency transactions, specifically addressing the complexities of the Travel Rule. Notabene offers a unified API and dashboard designed to assist compliance officers in managing risk associated with both Travel Rule and non-custodial transactions. By providing access to a broad network of crypto businesses, Notabene simplifies the compliance process, enhances transaction confidence, and ultimately supports its clients in increasing their transaction volumes and business growth.
Finmark
Seed Round in 2020
Finmark is a financial planning software company founded in 2020 in Raleigh, North Carolina, by Greg Lissy, Jeremy Neuberger, and Rami Essaid. The platform is designed to simplify financial management for startups by transforming complex financial concepts and calculations into an intuitive interface. This allows companies, ranging from pre-revenue to pre-IPO, to manage their runway, hiring plans, and key financial metrics with greater ease. By facilitating collaboration and reducing the resources needed for financial planning, Finmark enables startup founders to create, update, and share their financial plans effectively, positioning them for success in a competitive landscape.
Polygon.io
Series A in 2020
Polygon.io, Inc. is a financial and market data platform that specializes in providing real-time market data for stocks, currencies, forex, and cryptocurrency through its application programming interface (API). Founded in 2016 and headquartered in Marietta, Georgia, the company caters to a diverse clientele, including individual developers, businesses, and government institutions, offering them institutional-level access to both market and historical data. Polygon.io's platform enables users to create visualizations on any operating system and in any programming language, facilitating efficient access to financial market data. The company's commitment to reducing latency in data delivery further enhances its value as a resource for financial analysis and application development.
Pie Systems
Seed Round in 2020
Pie Systems is a VAT reclaim software company based in Copenhagen, Denmark, founded in 2018. The company offers a fully digital solution that streamlines the VAT reclaim process for tourists shopping in foreign countries. By providing an end-to-end digital platform that integrates with merchants at the point of sale, Pie Systems enables tourists to manage their claims online, facilitating a contactless experience that prioritizes ease and health safety. Additionally, the platform offers store partners a unique tool to enhance their services for international customers, thus improving the overall shopping experience.
Negotiatus Corp. is a New York-based company founded in 2014 that specializes in online purchasing software. Its flagship platform, Negotiatus, is designed to streamline the entire purchasing process for businesses, allowing administrators and users to place orders, manage spending, and submit payments across various vendors efficiently. The platform offers enterprise-level control and analytics, facilitating a simple and powerful experience from sourcing to payment without the complexities of heavy implementation or maintenance. With a quick onboarding process of fewer than two weeks, Negotiatus is trusted by numerous fast-growing companies across diverse industries, including health and wellness and professional services. The software enables businesses to analyze multiple vendor accounts effortlessly, enhancing operational efficiency and financial oversight.
Flutterwave
Series B in 2020
Flutterwave Inc. is a financial technology company that offers comprehensive payment solutions for businesses globally. Founded in 2014 and headquartered in San Francisco, California, Flutterwave provides a range of services, including Flutterwave Checkout for processing payments via web and mobile, and a Flutterwave API for creating and managing virtual cards. The platform also includes tools for invoicing, allowing businesses to create professional invoices and track payments, as well as payment links for easy collection from customers. Serving various industries such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify payment infrastructure by connecting merchants with local and international card schemes and bank accounts, ensuring secure and efficient payment processing.
CrowdStreet
Series C in 2019
CrowdStreet, Inc. is an online marketplace based in Portland, Oregon, specializing in commercial real estate investment. Founded in 2013, the company connects accredited investors with institutional-quality real estate opportunities, providing direct access to a diverse range of investment offerings. Its platform enables commercial real estate developers and operators to effectively engage with investors, facilitating the acquisition and management of capital for their projects. Additionally, CrowdStreet offers investment advisory services to privately managed accounts linked to its marketplace. With a user-friendly interface, the platform equips over 100,000 investors with the necessary tools to review, compare, and select investment opportunities that align with their financial goals.
Polygon.io
Convertible Note in 2019
Polygon.io, Inc. is a financial and market data platform that specializes in providing real-time market data for stocks, currencies, forex, and cryptocurrency through its application programming interface (API). Founded in 2016 and headquartered in Marietta, Georgia, the company caters to a diverse clientele, including individual developers, businesses, and government institutions, offering them institutional-level access to both market and historical data. Polygon.io's platform enables users to create visualizations on any operating system and in any programming language, facilitating efficient access to financial market data. The company's commitment to reducing latency in data delivery further enhances its value as a resource for financial analysis and application development.
Polygon.io
Convertible Note in 2019
Polygon.io, Inc. is a financial and market data platform that specializes in providing real-time market data for stocks, currencies, forex, and cryptocurrency through its application programming interface (API). Founded in 2016 and headquartered in Marietta, Georgia, the company caters to a diverse clientele, including individual developers, businesses, and government institutions, offering them institutional-level access to both market and historical data. Polygon.io's platform enables users to create visualizations on any operating system and in any programming language, facilitating efficient access to financial market data. The company's commitment to reducing latency in data delivery further enhances its value as a resource for financial analysis and application development.
Nowsta, Inc. is a technology company that offers an all-in-one software solution designed to optimize the management of hourly and event-based workforces. Founded in 2014 and headquartered in Brooklyn, New York, the platform provides essential tools for scheduling, time tracking, and financial management, enabling employers to effectively oversee their hourly staff. By integrating advancements in machine learning and payment technologies, Nowsta aims to enhance communication and streamline payment processes for hourly wage employees. The company's innovative approach seeks to transform workforce management, making it easier for businesses to operate efficiently and support their employees.
Thinknum, Inc. is a data analytics company founded in 2013 and headquartered in New York, New York. It provides a web platform designed to help investors generate data-driven investment ideas by tracking and analyzing various data points from companies' websites. The platform serves institutional clients, including hedge funds, banks, and other investment firms, by offering tools for research, data analysis, and collaboration. This enables financial analysts and investors to derive unique insights that inform their investment decisions.
AI Insurance
Seed Round in 2019
AI Insurance is a technology company that specializes in creating artificial intelligence-driven software tailored for the insurance industry. By integrating digital workflows and predictive analytics into traditional insurance practices, it aims to modernize and enhance operational efficiency within the sector. The company has developed a cloud-based claims management platform that enables insurers to effectively monitor the entire lifecycle of insurance claims. This software allows users to access comprehensive claims data and streamlines the workflow from the initial report of loss to resolution, thereby minimizing redundancy and reducing the need for excessive email communication. Through these innovations, AI Insurance empowers smaller insurance firms to operate more efficiently and competitively.
Dharma Labs
Series A in 2019
Dharma Labs Inc. is a company based in San Francisco, California, that specializes in developing a suite of smart contracts and tools for the issuance and crowdfunding of debt on blockchain technology. Established in 2017, Dharma Labs provides a decentralized protocol that facilitates the origination, risk assessment, and underwriting of peer-to-peer loans, allowing for innovation in the lending industry. Its platform supports a variety of applications, enabling entrepreneurs to create lending companies that leverage blockchain capabilities for consumer lending, margin lending, and crowdfunding municipal bonds. By promoting open and permissionless development, Dharma Labs aims to transform traditional lending practices through its tokenized debt agreements.
Negotiatus Corp. is a New York-based company founded in 2014 that specializes in online purchasing software. Its flagship platform, Negotiatus, is designed to streamline the entire purchasing process for businesses, allowing administrators and users to place orders, manage spending, and submit payments across various vendors efficiently. The platform offers enterprise-level control and analytics, facilitating a simple and powerful experience from sourcing to payment without the complexities of heavy implementation or maintenance. With a quick onboarding process of fewer than two weeks, Negotiatus is trusted by numerous fast-growing companies across diverse industries, including health and wellness and professional services. The software enables businesses to analyze multiple vendor accounts effortlessly, enhancing operational efficiency and financial oversight.
CrowdStreet
Series B in 2018
CrowdStreet, Inc. is an online marketplace based in Portland, Oregon, specializing in commercial real estate investment. Founded in 2013, the company connects accredited investors with institutional-quality real estate opportunities, providing direct access to a diverse range of investment offerings. Its platform enables commercial real estate developers and operators to effectively engage with investors, facilitating the acquisition and management of capital for their projects. Additionally, CrowdStreet offers investment advisory services to privately managed accounts linked to its marketplace. With a user-friendly interface, the platform equips over 100,000 investors with the necessary tools to review, compare, and select investment opportunities that align with their financial goals.
Blueprint Income
Seed Round in 2018
Blueprint Income is a New York-based company that operates a platform connecting pension planners with insurance companies. Founded in 2014, the firm offers a direct-to-consumer service that assists users in saving and planning for retirement by selecting annuity and pension products tailored to their personal circumstances. The company's digital platform enables consumers to compare and purchase retirement income products easily. Blueprint Income aims to make guaranteed, lifelong income accessible to anyone, regardless of employer, age, or wealth, by simplifying the process of obtaining an income annuity.
Tpaga
Convertible Note in 2017
Tpaga is a mobile wallet service aimed at unbanked consumers in Latin America, specifically operating in Colombia and Mexico. With over 50% of the population lacking credit cards or bank accounts, Tpaga leverages the widespread use of mobile phones to provide financial access. Users can deposit cash at a network of approximately 4,000 kiosks and utilize those funds to pay for utility bills, top up mobile phones, and make purchases at supermarkets and gas stations. Notably, Tpaga has pioneered the ability for consumers to pay for groceries without a bank account and enables unbanked merchants to accept payments without needing traditional point-of-sale systems. Additionally, the company offers a Fintech-as-a-Service platform that provides banking APIs and white-label mobile wallets to banks, fintechs, telecommunications companies, and retailers, facilitating various digital transactions for users.
Simpl Technologies Private Limited, established in 2015 and headquartered in Mumbai, India, operates a leading online payments platform that enhances the e-commerce experience. The company has developed a market-leading Pay-Later platform, allowing merchants to offer consumers a seamless 1-click checkout experience and a line of credit at the point of sale. Simpl's innovative approach streamlines the payment process by using algorithms and payment engineering to consolidate transactions, enabling users to avoid repetitive payments. Additionally, the platform provides full buyer protection, ensuring secure monetary transactions between customers and merchants. Through its services, Simpl aims to simplify and automate the online payment experience for all parties involved.
Flutterwave
Series A in 2017
Flutterwave Inc. is a financial technology company that offers comprehensive payment solutions for businesses globally. Founded in 2014 and headquartered in San Francisco, California, Flutterwave provides a range of services, including Flutterwave Checkout for processing payments via web and mobile, and a Flutterwave API for creating and managing virtual cards. The platform also includes tools for invoicing, allowing businesses to create professional invoices and track payments, as well as payment links for easy collection from customers. Serving various industries such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify payment infrastructure by connecting merchants with local and international card schemes and bank accounts, ensuring secure and efficient payment processing.
Cloud Lending Solutions
Series A in 2017
Cloud Lending Solutions is a cloud-based company that provides a comprehensive suite of software-as-a-service (SaaS) applications designed for managing loan portfolios and streamlining the lending process for non-bank financial institutions worldwide. The company offers various platforms, including CL Originate for loan origination and underwriting, CL Loan for managing loan servicing and collections, and CL Lease for equipment lease management. Additionally, it provides CL Microfinance, tailored for microfinance institutions, and CL Marketplace, which automates the loan process for borrowers and investors. Cloud Lending Solutions also features CL Collections for advanced collection processes and CL Exchange, a secondary marketplace for lending applications. By digitizing the entire lending lifecycle, the company helps its clients enhance operational efficiencies, improve credit risk management, and respond swiftly to market demands. Established in 2014 and headquartered in San Mateo, California, with an engineering and sales office in Bengaluru, India, Cloud Lending Solutions operates as a subsidiary of Q2 Software, Inc.
OneChronos
Seed Round in 2016
OneChronos is a financial technology company based in New York, established in 2015, that operates a sophisticated online trading platform designed to enhance the trading experience for US equities. By utilizing mathematical optimization and artificial intelligence, OneChronos's platform facilitates the matching of counterparties through innovative auctions that prioritize price improvement, liquidity, trade size, and fairness. This approach, known as Smart Market, allows for Expressive Bidding, merging the benefits of electronic trading with the authenticity of voice trading. The unique liquidity generated through this method aims to benefit all market participants by minimizing risks such as legging and information leakage while enabling traders to efficiently manage their positions.
Cloudstitch
Seed Round in 2016
Cloudstitch LLC is a Scottsdale, Arizona-based company that offers a platform designed for developers, event planners, and newsrooms to manage web content through Google Docs. The platform enables developers to build, deploy, and scale web applications while allowing event planners to streamline event management tasks such as aggregating RSVPs and updating speaker lists. Additionally, newsrooms can control interactive content effectively using Google Docs. By connecting web and mobile applications with ordinary spreadsheets, Cloudstitch simplifies data management, allowing for two-way data flow between spreadsheets and websites. This functionality eliminates the need for custom databases and complex infrastructure, making it easier for users to manage their sites directly from familiar office tools. The company has garnered support from the venture capital community and is recognized for its innovative approach, stemming from research conducted at MIT.
Flutterwave
Seed Round in 2016
Flutterwave Inc. is a financial technology company that offers comprehensive payment solutions for businesses globally. Founded in 2014 and headquartered in San Francisco, California, Flutterwave provides a range of services, including Flutterwave Checkout for processing payments via web and mobile, and a Flutterwave API for creating and managing virtual cards. The platform also includes tools for invoicing, allowing businesses to create professional invoices and track payments, as well as payment links for easy collection from customers. Serving various industries such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify payment infrastructure by connecting merchants with local and international card schemes and bank accounts, ensuring secure and efficient payment processing.
FiscalNote Holdings
Series C in 2016
FiscalNote Holdings Inc is a leading provider of global policy and market intelligence solutions that leverage artificial intelligence and big data. The company offers a suite of products, including FiscalNote Core, CQ Federal, and EU Issue Tracker, which deliver actionable legal and policy insights for businesses, government institutions, and nonprofits. Its flagship platform provides real-time legislative predictive capabilities, along with tools for enterprise collaboration and visualization of data related to campaign finance, demographics, news, and open data. By integrating expert analysis from renowned organizations, FiscalNote facilitates effective policy management and risk mitigation, enabling clients to make informed decisions swiftly. Operating as a single segment, the company generates revenue by embedding policy intelligence into the daily operations of its clients, with a significant portion of its earnings derived from various geographical markets.
Scout Finance
Seed Round in 2015
Scout Finance is a SaaS startup aiming to revolutionize equity research for investors by automating processes through advanced analytics and user-friendly design. Their flagship product, currently in alpha stage, offers next-generation data analytics and workflow solutions tailored for fundamental, public markets investors. The platform adapts to users' workstyles, providing an automated analyst at their fingertips, whether they're at their desk or on-the-go. This contrasts with existing tools like Bloomberg and CapIQ, which are expensive, complex, and rely heavily on outdated methods such as Excel and terminal-based research. Scout Finance's team comprises former leaders from Thomson Reuters, Bloomberg, and buyside professionals, ensuring a deep understanding of market needs.
Cloud Lending Solutions
Series A in 2015
Cloud Lending Solutions is a cloud-based company that provides a comprehensive suite of software-as-a-service (SaaS) applications designed for managing loan portfolios and streamlining the lending process for non-bank financial institutions worldwide. The company offers various platforms, including CL Originate for loan origination and underwriting, CL Loan for managing loan servicing and collections, and CL Lease for equipment lease management. Additionally, it provides CL Microfinance, tailored for microfinance institutions, and CL Marketplace, which automates the loan process for borrowers and investors. Cloud Lending Solutions also features CL Collections for advanced collection processes and CL Exchange, a secondary marketplace for lending applications. By digitizing the entire lending lifecycle, the company helps its clients enhance operational efficiencies, improve credit risk management, and respond swiftly to market demands. Established in 2014 and headquartered in San Mateo, California, with an engineering and sales office in Bengaluru, India, Cloud Lending Solutions operates as a subsidiary of Q2 Software, Inc.
DataFox
Venture Round in 2015
DataFox is a company intelligence platform based in San Francisco, specializing in providing comprehensive insights into private companies for sales, marketing, and investment teams. The platform combines artificial intelligence and data science to create proprietary datasets, offering features such as Company Data, Growth Signals, and Account Scoring. DataFox employs a team of over 100 analysts who verify AI-generated insights on millions of businesses, ensuring the accuracy and reliability of the information. The platform is designed to help users prioritize target companies and identify new opportunities, making it a valuable resource for both high-growth startups and Fortune 500 companies. Notable clients include UPS, Accel Partners, Bain & Company, Twilio, Zendesk, and Outreach.
Wealthminder
Seed Round in 2015
Wealthminder, Inc. is a financial technology company that specializes in creating long-term financial plans and optimizing investment portfolios. Founded in 2013 and headquartered in Reston, Virginia, Wealthminder provides individual investors with personalized asset allocation, automatic rebalancing, tax-loss harvesting, and continuous portfolio monitoring services. The company's platform employs intelligent financial planning tools to support users in achieving various financial goals, including retirement, homeownership, and education. By offering customized advice and wealth management techniques, Wealthminder enables regular investors to effectively manage their financial futures. In 2017, Wealthminder became a subsidiary of AdvisorEngine, Inc.
Mercury Financial
Series A in 2015
Mercury Financial is a consumer lending company based in Austin, Texas and Wilmington, Delaware. It specializes in non-bank credit card services, focusing on responsible credit management. Mercury offers fair, transparent credit cards targeting consumers through direct mail, digital affiliates, email origination channels, and co-branded partnerships. Their products feature cashback and travel rewards, no monthly fees, and affordable annual percentage rates (APRs). The company's mission is to assist individuals seeking a second chance at rebuilding their financial future responsibly.
North Capital Investment Technology (NCIT)
Seed Round in 2014
North Capital Investment Technology is a financial technology provider that focuses on advancing the financial marketplace through various innovative solutions. It operates a registered broker-dealer subsidiary and a registered investment advisor, enabling it to offer a range of financial services. Additionally, North Capital Seed Ventures, an investment arm of the company, specializes in investing in seed stage companies that are developing technologies related to funding platforms, online advisory services, blockchain technology, and payment systems. Through these initiatives, North Capital aims to support and enhance the growth of emerging financial technologies.
FiscalNote Holdings
Series A in 2014
FiscalNote Holdings Inc is a leading provider of global policy and market intelligence solutions that leverage artificial intelligence and big data. The company offers a suite of products, including FiscalNote Core, CQ Federal, and EU Issue Tracker, which deliver actionable legal and policy insights for businesses, government institutions, and nonprofits. Its flagship platform provides real-time legislative predictive capabilities, along with tools for enterprise collaboration and visualization of data related to campaign finance, demographics, news, and open data. By integrating expert analysis from renowned organizations, FiscalNote facilitates effective policy management and risk mitigation, enabling clients to make informed decisions swiftly. Operating as a single segment, the company generates revenue by embedding policy intelligence into the daily operations of its clients, with a significant portion of its earnings derived from various geographical markets.
Kash is a mobile payment company based in San Francisco that offers a direct bank payment solution, allowing transactions to be processed without the need for credit cards or intermediaries. By utilizing its SecureDebit technology, Kash provides a low-cost alternative for high-volume retailers, enabling them to save between 2% to 5% on transaction processing fees by avoiding interchange and chargeback fraud. The company's application facilitates online payments, enabling large enterprises and e-commerce businesses to accept payments directly from customers' bank accounts. Kash leverages funding from various investors to enhance its technology and expand its market presence.
CrowdStreet
Seed Round in 2014
CrowdStreet, Inc. is an online marketplace based in Portland, Oregon, specializing in commercial real estate investment. Founded in 2013, the company connects accredited investors with institutional-quality real estate opportunities, providing direct access to a diverse range of investment offerings. Its platform enables commercial real estate developers and operators to effectively engage with investors, facilitating the acquisition and management of capital for their projects. Additionally, CrowdStreet offers investment advisory services to privately managed accounts linked to its marketplace. With a user-friendly interface, the platform equips over 100,000 investors with the necessary tools to review, compare, and select investment opportunities that align with their financial goals.
Madrone
Seed Round in 2014
Madrone Inc. is a San Francisco-based company founded in 2013 that specializes in web-based tools providing data and predictive analytics tailored for both individual and institutional investors. Its offerings include solutions for manager sourcing, investment due diligence, portfolio construction, risk assessment, and performance measurement. The company aggregates data from various public and private sources, ensuring confidentiality and flexible permission controls, allowing clients to gain insights into portfolio optimization and investment decision-making. Madrone’s tools are designed for ease of use and customization, empowering investors with the clarity and transparency needed for effective portfolio management. As of December 2017, Madrone operates as a subsidiary of Solovis, LLC.
Two Tap
Seed Round in 2014
Two Tap is a Palo Alto-based startup founded by Radu Spineanu and Razvan Roman. It operates a platform that facilitates direct product sales within publishers' applications, enhancing e-commerce efficiency. The platform offers seamless in-app shopping experiences for users, who can benefit from a shared wallet feature. Additionally, Two Tap enables swift checkouts on iOS Safari and Google Chrome. For developers, it provides options to place orders on e-commerce sites via HTML5 interface or API. Two Tap offers three pricing tiers: free, standard, and enterprise.
Cloud Lending Solutions
Seed Round in 2014
Cloud Lending Solutions is a cloud-based company that provides a comprehensive suite of software-as-a-service (SaaS) applications designed for managing loan portfolios and streamlining the lending process for non-bank financial institutions worldwide. The company offers various platforms, including CL Originate for loan origination and underwriting, CL Loan for managing loan servicing and collections, and CL Lease for equipment lease management. Additionally, it provides CL Microfinance, tailored for microfinance institutions, and CL Marketplace, which automates the loan process for borrowers and investors. Cloud Lending Solutions also features CL Collections for advanced collection processes and CL Exchange, a secondary marketplace for lending applications. By digitizing the entire lending lifecycle, the company helps its clients enhance operational efficiencies, improve credit risk management, and respond swiftly to market demands. Established in 2014 and headquartered in San Mateo, California, with an engineering and sales office in Bengaluru, India, Cloud Lending Solutions operates as a subsidiary of Q2 Software, Inc.
Thinknum
Seed Round in 2014
Thinknum, Inc. is a data analytics company founded in 2013 and headquartered in New York, New York. It provides a web platform designed to help investors generate data-driven investment ideas by tracking and analyzing various data points from companies' websites. The platform serves institutional clients, including hedge funds, banks, and other investment firms, by offering tools for research, data analysis, and collaboration. This enables financial analysts and investors to derive unique insights that inform their investment decisions.
Wefunder
Seed Round in 2014
Wefunder is a crowd-investing platform based in San Francisco, California, founded in 2011. It allows startups to raise capital from both accredited and unaccredited investors through a model known as "community rounds." This innovative approach enables startups to secure up to $5 million per year from their customers and community, in addition to traditional venture capital and angel investments. Wefunder supports a diverse range of industries, including technology, food and beverages, hardware, software, entertainment, retail, energy, financial services, consumer services, business services, and infrastructure. The platform empowers early-stage private companies to publicly promote their fundraising efforts, thereby fostering community engagement and investment in emerging businesses.
Mercury Financial
Seed Round in 2014
Mercury Financial is a consumer lending company based in Austin, Texas and Wilmington, Delaware. It specializes in non-bank credit card services, focusing on responsible credit management. Mercury offers fair, transparent credit cards targeting consumers through direct mail, digital affiliates, email origination channels, and co-branded partnerships. Their products feature cashback and travel rewards, no monthly fees, and affordable annual percentage rates (APRs). The company's mission is to assist individuals seeking a second chance at rebuilding their financial future responsibly.
AuditFile
Venture Round in 2013
AuditFile, Inc. is a technology company that specializes in providing cloud-based auditing solutions for CPA firms and internal audit teams. Founded in 2011 and headquartered in Walnut Creek, California, the company offers a platform that automates key components of the audit process, including the uploading of trial balances and the generation of financial statements. Its solution is designed to enhance operational efficiency by tracking firm metrics and is compatible with a variety of devices, including smartphones, tablets, laptops, and desktop computers. Additionally, AuditFile has developed proprietary algorithms that assist auditors in identifying potential fraud, ultimately helping clients reduce accounting errors and improve the overall effectiveness of their audits.
ClearServe
Seed Round in 2013
ClearServe is a technology company focused on transforming the portfolio and wealth management landscape for family offices, multi-managers, and private investors. By developing a cloud-based platform, ClearServe aims to replace outdated manual processes and legacy software with a streamlined solution that enhances data transparency and usability. The platform integrates an alternative tracking system with intuitive design features, allowing users to make informed financial and investment decisions. ClearServe addresses significant pain points in the industry, promoting efficiency and clarity in portfolio management.
AuditFile
Seed Round in 2013
AuditFile, Inc. is a technology company that specializes in providing cloud-based auditing solutions for CPA firms and internal audit teams. Founded in 2011 and headquartered in Walnut Creek, California, the company offers a platform that automates key components of the audit process, including the uploading of trial balances and the generation of financial statements. Its solution is designed to enhance operational efficiency by tracking firm metrics and is compatible with a variety of devices, including smartphones, tablets, laptops, and desktop computers. Additionally, AuditFile has developed proprietary algorithms that assist auditors in identifying potential fraud, ultimately helping clients reduce accounting errors and improve the overall effectiveness of their audits.
Hypori is a veteran-owned small business specializing in secure data access at the edge through its zero-trust SaaS solution, Hypori Halo. This innovative technology enables businesses and government agencies to safeguard their data by ensuring that it remains protected while in transit or at rest. Hypori Halo provides remote access to cloud-based enterprise applications and creates a secure, private virtual workspace accessible from any endpoint device. This unique virtual workspace ensures complete separation between personal and corporate data, effectively minimizing liability and security risks. By delivering a truly secure Bring Your Own Device (BYOD) solution, Hypori prioritizes user privacy while allowing for efficient business operations on mobile devices without leaving any digital footprints.