Louis Forster JD

General Partner

Joseph Saunders

Chairman and General Partner

Michael Walsh

General Partner

Simon Yoo

Founder and Managing Partner

57 past transactions

Blue Onion Labs

Series A in 2025
Blue Onion Labs, based in Albany, New York, provides an enterprise fintech software platform that helps finance and accounting teams trace and reconcile transactions and orders across multiple systems. Its data matching capabilities include transaction validation, data management, and automated reconciliation, along with integration with back-end systems and support for automating the financial close. The software aims to increase accuracy, control, and compliance while reducing repetitive tasks and enabling finance and accounting teams to work more efficiently.

Notabene

Series B in 2024
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 offers a comprehensive online platform for independent hotels, providing revenue management tools, channel management, property management functionalities, and analytics. This enables hoteliers to optimize their operations and focus on core hospitality services.

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

Post in 2022
FiscalNote is a provider of AI-driven policy and market intelligence solutions. It uses artificial intelligence and big data to deliver real-time predictive analytics of governmental action, helping organizations anticipate policy impact. Its flagship platform combines legislative forecasting with enterprise collaboration and visualization tools and aggregates data on campaign finance, demographics, news, and open data to support government relations professionals in faster, more informed decisions. The company offers a suite of products, including FiscalNote Core, CQ Federal, and EU Issue Tracker, and delivers geopolitical and market intelligence that helps businesses, government institutions, and nonprofits manage policy risk and integrate policy insights into daily operations. With global reach, FiscalNote aims to turn policy data into actionable insights for risk management and strategic planning.

CrowdStreet

Venture Round in 2022
Founded in 2013, CrowdStreet is a Portland-based company that operates an online marketplace connecting accredited investors with institutional-quality commercial real estate investments. Its platform facilitates direct access to diverse investment opportunities, enabling investors and developers to review, compare, and select deals based on their criteria.

Flutterwave

Series D in 2022
Flutterwave is a global payments technology company that enables businesses worldwide to accept payments from customers globally via web and mobile. It offers services such as Flutterwave Checkout, API for virtual card management, invoicing, payment links, and more, serving industries like gaming, events, transportation, hospitality, and individuals.

Nowsta

Series B in 2022
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

Seed Round in 2022
UPTIQ is a fintech company that connects wealth advisors with a wide range of financial services products. Its platform leverages data analytics and AI to match clients' financing needs, helping advisors safeguard their assets under management (AUM), enhance clients' wealth, and generate additional income.

Female Invest

Seed Round in 2021
Female Invest is an e-learning platform dedicated to empowering women globally through financial education. With members in over 60 countries, it aims to bridge the gender gap in finance by offering subscription-based access to online courses, webinars, workshops, and articles on investment principles and personal finance.

Notabene

Series A in 2021
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 is a global payments technology company that enables businesses worldwide to accept payments from customers globally via web and mobile. It offers services such as Flutterwave Checkout, API for virtual card management, invoicing, payment links, and more, serving industries like gaming, events, transportation, hospitality, and individuals.

Deep Discovery

Seed Round in 2021
Deep Discovery applies artificial intelligence to uncover hidden patterns in global data, revealing high-risk activities associated with organized crime. It automatically generates risk assessment scores for companies and their directors worldwide, enabling banks, regulators, and journalists to identify potential financial crimes more effectively.

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
Founded in 2016, Polygon.io operates a real-time financial data platform. It provides institutional-level market data via API for stocks, currencies, forex, and crypto to individual developers, companies, and government institutions.

Pie Systems

Seed Round in 2020
Founded in 2018 in Copenhagen, Denmark, Pie Systems specializes in VAT reclaim software for tourists shopping abroad. Its digital-first approach enables a fully contactless refund process, promoting ease and health safety.

Order

Series A in 2020
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 is a global payments technology company that enables businesses worldwide to accept payments from customers globally via web and mobile. It offers services such as Flutterwave Checkout, API for virtual card management, invoicing, payment links, and more, serving industries like gaming, events, transportation, hospitality, and individuals.

CrowdStreet

Series C in 2019
Founded in 2013, CrowdStreet is a Portland-based company that operates an online marketplace connecting accredited investors with institutional-quality commercial real estate investments. Its platform facilitates direct access to diverse investment opportunities, enabling investors and developers to review, compare, and select deals based on their criteria.

Polygon.io

Convertible Note in 2019
Founded in 2016, Polygon.io operates a real-time financial data platform. It provides institutional-level market data via API for stocks, currencies, forex, and crypto to individual developers, companies, and government institutions.

Polygon.io

Convertible Note in 2019
Founded in 2016, Polygon.io operates a real-time financial data platform. It provides institutional-level market data via API for stocks, currencies, forex, and crypto to individual developers, companies, and government institutions.

Nowsta

Series A in 2019
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

Series A in 2019
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.

Order

Seed Round in 2018
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
Founded in 2013, CrowdStreet is a Portland-based company that operates an online marketplace connecting accredited investors with institutional-quality commercial real estate investments. Its platform facilitates direct access to diverse investment opportunities, enabling investors and developers to review, compare, and select deals based on their criteria.

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 targeting unbanked consumers in Latin America. It enables users to store money via cash kiosks and use it for various payments such as utility bills, phone top-ups, supermarket purchases, and fuel without needing a bank account or credit card.

Simpl

Series A in 2017
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 is a global payments technology company that enables businesses worldwide to accept payments from customers globally via web and mobile. It offers services such as Flutterwave Checkout, API for virtual card management, invoicing, payment links, and more, serving industries like gaming, events, transportation, hospitality, and individuals.

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 operates as a smart market developer that builds an online trading platform to match counterparties for US equities using mathematical optimization. The platform employs AI-powered auctions to identify mutually beneficial order-matching opportunities, aiming to improve price, liquidity, trade size, and fairness. It combines elements of expressive bidding, integrating authentic voice trading with an electronic venue to generate unique liquidity for market participants. Founded in 2015 and based in New York, OneChronos seeks to enhance traditional trading through low-latency execution and real-time market information, enabling traders to reduce legging risk, net hedged positions, and minimize information leakage while pursuing improved trading outcomes.

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 is a global payments technology company that enables businesses worldwide to accept payments from customers globally via web and mobile. It offers services such as Flutterwave Checkout, API for virtual card management, invoicing, payment links, and more, serving industries like gaming, events, transportation, hospitality, and individuals.

FiscalNote

Series C in 2016
FiscalNote is a provider of AI-driven policy and market intelligence solutions. It uses artificial intelligence and big data to deliver real-time predictive analytics of governmental action, helping organizations anticipate policy impact. Its flagship platform combines legislative forecasting with enterprise collaboration and visualization tools and aggregates data on campaign finance, demographics, news, and open data to support government relations professionals in faster, more informed decisions. The company offers a suite of products, including FiscalNote Core, CQ Federal, and EU Issue Tracker, and delivers geopolitical and market intelligence that helps businesses, government institutions, and nonprofits manage policy risk and integrate policy insights into daily operations. With global reach, FiscalNote aims to turn policy data into actionable insights for risk management and strategic planning.

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 specializing in credit cards. Headquartered in Austin, Texas, with operations in Wilmington, Delaware, the company aims to provide fair and transparent credit products. Mercury targets consumers through direct mail, digital channels, and co-branded partnerships, offering cashback rewards and affordable APRs.

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

Series A in 2014
FiscalNote is a provider of AI-driven policy and market intelligence solutions. It uses artificial intelligence and big data to deliver real-time predictive analytics of governmental action, helping organizations anticipate policy impact. Its flagship platform combines legislative forecasting with enterprise collaboration and visualization tools and aggregates data on campaign finance, demographics, news, and open data to support government relations professionals in faster, more informed decisions. The company offers a suite of products, including FiscalNote Core, CQ Federal, and EU Issue Tracker, and delivers geopolitical and market intelligence that helps businesses, government institutions, and nonprofits manage policy risk and integrate policy insights into daily operations. With global reach, FiscalNote aims to turn policy data into actionable insights for risk management and strategic planning.

Kash

Seed Round in 2014
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
Founded in 2013, CrowdStreet is a Portland-based company that operates an online marketplace connecting accredited investors with institutional-quality commercial real estate investments. Its platform facilitates direct access to diverse investment opportunities, enabling investors and developers to review, compare, and select deals based on their criteria.

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
Founded in 2011, Wefunder is a crowd-investing platform headquartered in San Francisco. It connects startups with investors online, enabling unaccredited investors to purchase equity in early-stage private companies.

Mercury Financial

Seed Round in 2014
Mercury Financial is a consumer lending company specializing in credit cards. Headquartered in Austin, Texas, with operations in Wilmington, Delaware, the company aims to provide fair and transparent credit products. Mercury targets consumers through direct mail, digital channels, and co-branded partnerships, offering cashback rewards and affordable APRs.

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

Seed Round in 2013
Hypori is a veteran-owned small business specializing in secure data access solutions. Their flagship product, Hypori Halo, is a zero-trust SaaS technology that enables businesses and government agencies to protect enterprise data by preventing unauthorized access or data breaches. It delivers remote access to cloud-powered enterprise apps via a separate, secure virtual workspace on any endpoint device, ensuring 100% separation of data and preserving user privacy.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.