Green Visor Capital Management Company, LLC is a venture capital firm founded in 2013 and based in San Francisco, California. The firm specializes in early-stage investments, focusing primarily on financial technology and financial services companies. Green Visor Capital is committed to supporting entrepreneurs who leverage innovative technology to address significant challenges in the financial services sector while adhering to socially responsible practices. The firm aims to foster large-scale shareholder value through its investments by collaborating with passionate entrepreneurs dedicated to making a positive impact in their industry.
Blue Onion Labs Inc., based in Albany, New York, is a software development company founded in 2020 that specializes in providing enterprise fintech solutions for finance and accounting teams. The company's software platform facilitates the tracing and reconciliation of financial transactions across various systems, enhancing the efficiency of these processes. Key features of its data matching software include transaction validation, data management, and integration with back-end systems, which streamline the financial close process. By automating repetitive tasks, Blue Onion Labs empowers finance professionals to work more effectively while ensuring control, compliance, and accuracy in their operations.
Notabene
Series B in 2024
Notabene, Inc. is a New York-based company that offers a software as a service (SaaS) platform focused on crypto compliance for the financial industry. Established in 2020, Notabene provides businesses with tools to meet emerging global regulations for cryptocurrency transactions, particularly the Travel Rule. Its platform features a unified API and a comprehensive dashboard designed to assist compliance officers in managing risks associated with both Travel Rule and non-custodial transactions. By simplifying compliance processes, Notabene enables financial companies to engage with a broader range of crypto businesses, enhancing transaction confidence and supporting growth in their operations.
ZUZU Hospitality
Series B in 2023
ZUZU Hospitality Solutions is a Singapore-based company that provides online revenue management and marketing services tailored for small hotels. The firm offers a comprehensive platform that includes revenue management tools, channel management, property management functionalities, and analytics, which collectively enhance operational efficiency. By acting as a hotel operating system, ZUZU Hospitality enables hoteliers to concentrate on their core business while optimizing their back-office operations for revenue generation. Through its innovative software and services, ZUZU Hospitality aims to drive revenue growth and serve as a vital partner for independent hotel operators.
RentSpree
Series B in 2022
RentSpree LLC is a rental platform based in Woodland Hills, California, focused on facilitating the apartment rental process, particularly in Southern California. Founded in 2016, RentSpree offers a comprehensive software solution for tenant screening and renter management that is utilized across all 50 states. The platform automates the lease application process for real estate agents by providing a centralized system for screening applicants. This service simplifies the rental experience by allowing users to connect with multiple property representatives while protecting their credit scores from hard inquiries. Additionally, RentSpree features a partnership program and a rental screening API, enabling integration with other platforms to streamline the tenant screening process efficiently.
FiscalNote
Post in 2022
FiscalNote is a provider of global policy and market intelligence solutions, utilizing artificial intelligence and big data to offer predictive analytics on governmental actions. Its flagship platform enables real-time legislative predictions and includes tools for enterprise collaboration, data visualization, and insights into campaign finance and demographics. The company's product suite, which includes FiscalNote Core, CQ Federal, and EU Issue Tracker, supports businesses, government institutions, and nonprofits in effective policy management and risk mitigation. Additionally, with contributions from expert analysis firms, FiscalNote delivers comprehensive geopolitical and market intelligence services. By integrating policy intelligence into daily operations, FiscalNote empowers its clients to make informed decisions efficiently.
CrowdStreet
Venture Round in 2022
CrowdStreet, Inc. operates an online marketplace that facilitates commercial real estate investments by connecting accredited investors with institutional-quality projects. Founded in 2013 and based in Portland, Oregon, the company provides a platform that allows investors to access a diverse array of real estate investment opportunities, thereby enabling portfolio diversification. The platform offers essential tools for investors and commercial real estate firms, allowing them to review, compare, and select deals that align with their investment goals. Additionally, CrowdStreet provides investment advisory services related to its marketplace offerings, further enhancing the investment experience for individual investors seeking to participate in the commercial real estate sector.
Flutterwave
Series D in 2022
Flutterwave Inc. is a payments solutions provider that enables businesses globally to process transactions seamlessly. Founded in 2014 and headquartered in San Francisco, the company offers a range of services including Flutterwave Checkout for collecting payments via web and mobile platforms, and Flutterwave API for creating and managing virtual cards, which can be customized with spending limits. Its invoicing feature allows businesses to generate professional invoices, track payments, and manage transactions efficiently. Additionally, Flutterwave provides payment links that facilitate payment collection from customers worldwide. Serving various sectors such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify the payment infrastructure for merchants and payment service providers by offering a comprehensive digital financial platform.
Nowsta
Series B in 2022
Nowsta is an all-in-one software for hourly and event-based workforces, providing scheduling, time tracking, and fintech solutions. It helps employers become better managers by giving them the tools they need to seamlessly manage their hourly workforce. The company is building a platform that leverages advancements in machine learning and payments technology to reimagine the way companies communicate with, and pay their hourly wage employees. Nowsta was established in 2015 and is headquartered in Brooklyn, New York, United States. Nowsta
UPTIQ
Seed Round in 2022
UPTIQ is a financial technology company that develops a platform aimed at connecting wealth advisors with their clients to provide a wide range of financial services products. By utilizing data analytics and artificial intelligence, UPTIQ enhances the capabilities of investment professionals, enabling them to identify and deliver optimal financing solutions tailored to their clients' needs. This approach not only helps advisors protect their assets under management but also facilitates the growth of their clients' wealth and the generation of additional income. UPTIQ's comprehensive offerings make holistic wealth management more accessible and effective for both advisors and their clients.
Female Invest
Seed Round in 2021
Female Invest is an e-learning platform dedicated to educating women about personal finance and investing, with members spanning over 60 countries. The platform operates on a subscription model and provides a variety of resources, including online courses, webinars, workshops, and articles, aimed at enhancing financial literacy and investment skills among women. By offering exclusive content, tools, and events, Female Invest strives to empower women to make informed financial decisions and close the financial gender gap. Through its comprehensive educational offerings, the company enables women to confidently invest their savings and achieve financial independence.
Notabene
Series A in 2021
Notabene, Inc. is a New York-based company that offers a software as a service (SaaS) platform focused on crypto compliance for the financial industry. Established in 2020, Notabene provides businesses with tools to meet emerging global regulations for cryptocurrency transactions, particularly the Travel Rule. Its platform features a unified API and a comprehensive dashboard designed to assist compliance officers in managing risks associated with both Travel Rule and non-custodial transactions. By simplifying compliance processes, Notabene enables financial companies to engage with a broader range of crypto businesses, enhancing transaction confidence and supporting growth in their operations.
Imandra
Seed Round in 2021
Imandra Inc. operates a cloud-based automated reasoning engine that focuses on governance and analysis of critical algorithms. Founded in 2014 and headquartered in Austin, Texas, the company develops tools that assist in analyzing algorithms and identifying software bugs. Its platform utilizes artificial intelligence and verified functional programming to facilitate automated testing for functional languages and generate model-based tests. This approach enables developers to enhance the safety, transparency, and correctness of complex algorithms, thereby improving the reliability of internal and client-facing trading system specifications.
Flutterwave
Series C in 2021
Flutterwave Inc. is a payments solutions provider that enables businesses globally to process transactions seamlessly. Founded in 2014 and headquartered in San Francisco, the company offers a range of services including Flutterwave Checkout for collecting payments via web and mobile platforms, and Flutterwave API for creating and managing virtual cards, which can be customized with spending limits. Its invoicing feature allows businesses to generate professional invoices, track payments, and manage transactions efficiently. Additionally, Flutterwave provides payment links that facilitate payment collection from customers worldwide. Serving various sectors such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify the payment infrastructure for merchants and payment service providers by offering a comprehensive digital financial platform.
Deep Discovery
Seed Round in 2021
Deep Discovery focuses on leveraging artificial intelligence to combat financial crime by uncovering hidden patterns in publicly available data. Inspired by investigative journalism, particularly the reporting of the Panama Papers, the company aims to identify organized crime networks that remain undetected, contributing to significant financial penalties for banks. By generating financial crime risk assessment scores for companies and their leadership, Deep Discovery provides tools for banks, regulators, law enforcement, and journalists to evaluate potential risks within opaque networks. Their subscription-based model allows users to access these risk scores, along with the underlying source documentation for verification. The company stands out by offering network-based risk assessments, which are not available from other software vendors, addressing a critical gap in the market that has led to banks inadvertently engaging with high-risk entities.
Notabene
Seed Round in 2020
Notabene, Inc. is a New York-based company that offers a software as a service (SaaS) platform focused on crypto compliance for the financial industry. Established in 2020, Notabene provides businesses with tools to meet emerging global regulations for cryptocurrency transactions, particularly the Travel Rule. Its platform features a unified API and a comprehensive dashboard designed to assist compliance officers in managing risks associated with both Travel Rule and non-custodial transactions. By simplifying compliance processes, Notabene enables financial companies to engage with a broader range of crypto businesses, enhancing transaction confidence and supporting growth in their operations.
Finmark
Seed Round in 2020
Finmark is a financial planning software company based in Raleigh, North Carolina, founded in 2020 by Greg Lissy, Jeremy Neuberger, and Rami Essaid. The platform is designed to simplify financial management for startups, enabling them to efficiently handle their runway, hiring plans, and cash flow. By transforming complex financial concepts into an intuitive interface, Finmark allows companies to easily create, update, and share their financial metrics. This functionality supports startups at various stages, from pre-revenue to pre-IPO, facilitating team alignment, collaboration, and cost reduction. Through its user-friendly approach, Finmark empowers founders and firms to build and manage their financial strategies effectively.
Polygon.io
Series A in 2020
Polygon.io, Inc. operates a financial and market data platform that offers real-time market data for stocks, currencies, forex, and cryptocurrencies through an application programming interface (API). Founded in 2016 and based in Marietta, Georgia, the company provides institutional-level market and historical data access to individual developers, businesses, and government institutions. Its platform allows users to create visualizations across various platforms and coding languages, ensuring fair access to financial market data. Additionally, Polygon.io has collaborated with Google to make stock data available through BigQuery public datasets, enhancing its service offerings to a wider audience.
Pie Systems
Seed Round in 2020
Pie Systems, founded in 2018 and based in Copenhagen, Denmark, specializes in VAT reclaim software that streamlines the refund process for tourists. Its fully digital platform enables a contactless and efficient approach to VAT reclaims, allowing tourists to manage their claims online. The software integrates seamlessly with merchants at the point of sale, facilitating a smooth experience for both tourists and store partners. By enhancing the efficiency of VAT refunds, Pie Systems aims to improve service for tourists while promoting health safety through its digital-first solution.
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 Inc. is a payments solutions provider that enables businesses globally to process transactions seamlessly. Founded in 2014 and headquartered in San Francisco, the company offers a range of services including Flutterwave Checkout for collecting payments via web and mobile platforms, and Flutterwave API for creating and managing virtual cards, which can be customized with spending limits. Its invoicing feature allows businesses to generate professional invoices, track payments, and manage transactions efficiently. Additionally, Flutterwave provides payment links that facilitate payment collection from customers worldwide. Serving various sectors such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify the payment infrastructure for merchants and payment service providers by offering a comprehensive digital financial platform.
CrowdStreet
Series C in 2019
CrowdStreet, Inc. operates an online marketplace that facilitates commercial real estate investments by connecting accredited investors with institutional-quality projects. Founded in 2013 and based in Portland, Oregon, the company provides a platform that allows investors to access a diverse array of real estate investment opportunities, thereby enabling portfolio diversification. The platform offers essential tools for investors and commercial real estate firms, allowing them to review, compare, and select deals that align with their investment goals. Additionally, CrowdStreet provides investment advisory services related to its marketplace offerings, further enhancing the investment experience for individual investors seeking to participate in the commercial real estate sector.
Polygon.io
Convertible Note in 2019
Polygon.io, Inc. operates a financial and market data platform that offers real-time market data for stocks, currencies, forex, and cryptocurrencies through an application programming interface (API). Founded in 2016 and based in Marietta, Georgia, the company provides institutional-level market and historical data access to individual developers, businesses, and government institutions. Its platform allows users to create visualizations across various platforms and coding languages, ensuring fair access to financial market data. Additionally, Polygon.io has collaborated with Google to make stock data available through BigQuery public datasets, enhancing its service offerings to a wider audience.
Polygon.io
Convertible Note in 2019
Polygon.io, Inc. operates a financial and market data platform that offers real-time market data for stocks, currencies, forex, and cryptocurrencies through an application programming interface (API). Founded in 2016 and based in Marietta, Georgia, the company provides institutional-level market and historical data access to individual developers, businesses, and government institutions. Its platform allows users to create visualizations across various platforms and coding languages, ensuring fair access to financial market data. Additionally, Polygon.io has collaborated with Google to make stock data available through BigQuery public datasets, enhancing its service offerings to a wider audience.
Nowsta
Series A in 2019
Nowsta is an all-in-one software for hourly and event-based workforces, providing scheduling, time tracking, and fintech solutions. It helps employers become better managers by giving them the tools they need to seamlessly manage their hourly workforce. The company is building a platform that leverages advancements in machine learning and payments technology to reimagine the way companies communicate with, and pay their hourly wage employees. Nowsta was established in 2015 and is headquartered in Brooklyn, New York, United States. Nowsta
Thinknum
Series A in 2019
Thinknum is a web platform that allows investors to get data driven investment ideas by monitoring companies' websites. Investors and financial analysts use Thinknum's tools for research, data analysis, and collaboration enabling them to generate unique insights.
AI Insurance
Seed Round in 2019
AI Insurance specializes in developing artificial intelligence-based software tailored for the insurance industry. By integrating digital workflows and predictive analytics into traditional insurance practices, the company aims to modernize and streamline operations, enabling established insurers to function more like innovative InsurTech firms. Their cloud-based claims management software provides comprehensive tracking of insurance claims, facilitating a seamless workflow from the initial notice of loss to resolution. This approach not only reduces duplicate efforts and unnecessary communications but also enhances efficiency, particularly for smaller insurance companies. Through its technological advancements, AI Insurance seeks to transform the 300-year-old insurance sector into a more agile and responsive industry.
Dharma Labs
Series A in 2019
Dharma Labs Inc. is a San Francisco-based company that develops a suite of smart contracts and tools designed for issuing and crowdfunding debt on blockchain technology. Founded in 2017, the company provides a protocol that facilitates decentralized issuance, origination, risk assessment, and underwriting of peer-to-peer loans. This innovative framework enables open and permissionless innovation within the lending industry, allowing entrepreneurs to create diverse lending platforms, including consumer lending, margin lending, and crowdfunding municipal bonds. By leveraging blockchain's capabilities, Dharma Labs aims to streamline the lending process and enhance accessibility for various financial services.
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
CrowdStreet, Inc. operates an online marketplace that facilitates commercial real estate investments by connecting accredited investors with institutional-quality projects. Founded in 2013 and based in Portland, Oregon, the company provides a platform that allows investors to access a diverse array of real estate investment opportunities, thereby enabling portfolio diversification. The platform offers essential tools for investors and commercial real estate firms, allowing them to review, compare, and select deals that align with their investment goals. Additionally, CrowdStreet provides investment advisory services related to its marketplace offerings, further enhancing the investment experience for individual investors seeking to participate in the commercial real estate sector.
Blueprint Income
Seed Round in 2018
Blueprint Income is creating the future pension – a simple, pre-determined income stream backed by insurance companies. The concept (known in the industry as an income annuity) has been around for a long time. Now, Blueprint Income is making it easy for anyone, regardless of employer, age, or wealth, to head into retirement with guaranteed, lifelong income.
Tpaga
Convertible Note in 2017
Tpaga is a mobile wallet designed for unbanked consumers in Latin America, currently operating in Colombia and Mexico. With over 50% of the population lacking credit cards or bank accounts, the service utilizes cellphones, which are widely accessible, to facilitate financial transactions. Users can deposit cash at a network of approximately 4,000 kiosks and utilize their digital wallet to pay for utility bills, top up mobile services, and make purchases at supermarkets and gas stations. Tpaga has distinguished itself as the first mobile wallet in the region that enables grocery payments without requiring a bank account, thereby empowering unbanked merchants to accept payments without the need for traditional point-of-sale systems. Additionally, Tpaga offers a Fintech-as-a-Service platform that provides banking APIs and white label mobile wallet solutions to banks, fintech companies, telecommunications providers, and retailers, enhancing digital transaction capabilities across various sectors.
Simpl
Series A in 2017
Simpl has revolutionized online checkout in India by creating a Pay-Later platform, empowering e-commerce merchants to offer their consumers 1-click checkout, a line of credit at POS, and full buyer protection. It aims to empower merchants to own their customer's checkout experience. With Simpl merchants are able to provide consumers an easy, safe, and intuitive user experience that builds a trusted relationship between the two.
Flutterwave
Series A in 2017
Flutterwave Inc. is a payments solutions provider that enables businesses globally to process transactions seamlessly. Founded in 2014 and headquartered in San Francisco, the company offers a range of services including Flutterwave Checkout for collecting payments via web and mobile platforms, and Flutterwave API for creating and managing virtual cards, which can be customized with spending limits. Its invoicing feature allows businesses to generate professional invoices, track payments, and manage transactions efficiently. Additionally, Flutterwave provides payment links that facilitate payment collection from customers worldwide. Serving various sectors such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify the payment infrastructure for merchants and payment service providers by offering a comprehensive digital financial platform.
Cloud Lending
Series A in 2017
Cloud Lending Solutions is a cloud-based, end-to-end lending and leasing platform delivering innovation to the global lending community. Cloud Lending Solutions digitizes origination, underwriting, servicing and collections, creating a single system of record for your lending operations. Unlike legacy technology platforms that are expensive to maintain and prevent agile response to market conditions, Cloud Lending Solutions’ clients take back control of their business by quickly implementing, extending, and digitizing the entire lending lifecycle. Cloud Lending Solutions’ single system of record is the market leading cloud solution supporting both consumer and commercial lending that scales for the needs of lenders of all sizes. By eliminating the departmental silos that slow lenders down, financial organizations can now get to market quickly with secure digital products that delight today’s demanding borrowers. Cloud Lending Solutions clients improve profit margins and outperform their competitors by generating greater revenue, increasing operational efficiencies, and improving credit risk management. Be it banks, traditional finance companies, online lenders, or marketplace platforms, Cloud Lending Solutions is the trusted partner to deliver lending applications that drive innovation. Cloud Lending Solutions has its headquarters office San Mateo, California and has offices in London, UK and Bangalore, India.
OneChronos
Seed Round in 2016
OneChronos operates an innovative online financial trading platform that utilizes mathematical optimization to match counterparties in the US equities market. Founded in New York in 2015, the company employs artificial intelligence-powered auctions to enhance order-matching opportunities, focusing on price improvement, liquidity, trade size, and fairness. By integrating Expressive Bidding technology, OneChronos combines the authenticity of voice trading with the advantages of an electronic venue, generating unique liquidity that benefits all market participants. The platform aims to address challenges such as legging risk, hedged position management, and information leakage, offering traders a more efficient alternative to traditional trading methods.
Flutterwave
Seed Round in 2016
Flutterwave Inc. is a payments solutions provider that enables businesses globally to process transactions seamlessly. Founded in 2014 and headquartered in San Francisco, the company offers a range of services including Flutterwave Checkout for collecting payments via web and mobile platforms, and Flutterwave API for creating and managing virtual cards, which can be customized with spending limits. Its invoicing feature allows businesses to generate professional invoices, track payments, and manage transactions efficiently. Additionally, Flutterwave provides payment links that facilitate payment collection from customers worldwide. Serving various sectors such as gaming, events, transportation, and hospitality, Flutterwave aims to simplify the payment infrastructure for merchants and payment service providers by offering a comprehensive digital financial platform.
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 events using Google Docs. The platform allows developers to seamlessly integrate web content with spreadsheets, facilitating the flow of data in both directions—modifications in the spreadsheet automatically reflect on the website, and interactions on the website update the spreadsheet. Event planners can efficiently manage RSVPs, schedules, and speaker lists, while newsrooms can control interactive content. Cloudstitch's innovative approach replaces traditional custom databases with a user-friendly solution that leverages existing office tools, making it a valuable resource for thousands of web developers across both Google and Microsoft Office platforms.
FiscalNote
Series C in 2016
FiscalNote is a provider of global policy and market intelligence solutions, utilizing artificial intelligence and big data to offer predictive analytics on governmental actions. Its flagship platform enables real-time legislative predictions and includes tools for enterprise collaboration, data visualization, and insights into campaign finance and demographics. The company's product suite, which includes FiscalNote Core, CQ Federal, and EU Issue Tracker, supports businesses, government institutions, and nonprofits in effective policy management and risk mitigation. Additionally, with contributions from expert analysis firms, FiscalNote delivers comprehensive geopolitical and market intelligence services. By integrating policy intelligence into daily operations, FiscalNote empowers its clients to make informed decisions efficiently.
Scout Finance
Seed Round in 2015
Scout Finance is dedicated to revolutionizing the way investors conduct equity research and analysis by leveraging automation, data science, and user-friendly design. The company is developing a mobile-first financial research application that allows investors to efficiently monitor stock prices, analyze public companies, and access comprehensive financial data in real time, regardless of their location. Their platform aims to significantly enhance productivity for professional investors by providing streamlined tools that replace outdated methods, such as using Excel and traditional terminals. By creating a product that adapts to users' workflows, Scout Finance seeks to deliver professional-grade investor tools that simplify the research process. The development team includes experienced professionals from major financial institutions, ensuring that the platform meets the needs of modern investors. Currently, the product is in the alpha stage, focusing on offering next-generation data analytics and workflow solutions for public markets investors.
Cloud Lending
Series A in 2015
Cloud Lending Solutions is a cloud-based, end-to-end lending and leasing platform delivering innovation to the global lending community. Cloud Lending Solutions digitizes origination, underwriting, servicing and collections, creating a single system of record for your lending operations. Unlike legacy technology platforms that are expensive to maintain and prevent agile response to market conditions, Cloud Lending Solutions’ clients take back control of their business by quickly implementing, extending, and digitizing the entire lending lifecycle. Cloud Lending Solutions’ single system of record is the market leading cloud solution supporting both consumer and commercial lending that scales for the needs of lenders of all sizes. By eliminating the departmental silos that slow lenders down, financial organizations can now get to market quickly with secure digital products that delight today’s demanding borrowers. Cloud Lending Solutions clients improve profit margins and outperform their competitors by generating greater revenue, increasing operational efficiencies, and improving credit risk management. Be it banks, traditional finance companies, online lenders, or marketplace platforms, Cloud Lending Solutions is the trusted partner to deliver lending applications that drive innovation. Cloud Lending Solutions has its headquarters office San Mateo, California and has offices in London, UK and Bangalore, India.
DataFox
Venture Round in 2015
DataFox is a company intelligence platform based in San Francisco that assists sales, marketing, and investment teams in identifying and prioritizing target companies to enhance opportunity sourcing. The platform combines AI-generated insights with verification from a team of over 100 human analysts, delivering comprehensive company data, growth signals, and account scoring. By employing data science and machine learning, DataFox creates proprietary datasets and integrates key leading indicators to rank and score the fastest-growing private companies. The platform is utilized by a diverse range of organizations, from high-growth startups to Fortune 500 companies, including notable names in various industries.
Wealthminder
Seed Round in 2015
Wealthminder supports individual investors achieve their long-term financial goals such as retirement, homeownership, education, and more. Through the use of intelligent financial planning tools, personalized investment recommendations, and 24 hours monitoring of user portfolios. It enables regular investors to employ wealth management techniques. The company was founded in 2013 and is based in Reston, Virginia.
Mercury Financial
Series A in 2015
Mercury Financial is a non-bank credit card and consumer lending company based in Austin, Texas, and Wilmington, Delaware. The company focuses on providing fair and transparent credit card options, specifically designed to assist customers in managing their credit responsibly. Mercury Financial targets consumers through various channels, including direct mail, digital affiliates, email origination, and co-branded partnerships. Its offerings aim to empower customers by maximizing their purchasing power with features such as cashback and travel rewards, alongside a commitment to no monthly fees for card issuance or availability and an affordable annual percentage rate. The company's mission is to support individuals seeking a second chance at building and maintaining their financial futures.
North Capital Investment Technology (NCIT)
Seed Round in 2014
North Capital Seed Ventures LLC invests in seed stage companies focused on financial marketplace technology: funding platforms, online advisor, block chain technology, payments. The fund is controlled by North Capital Investment Technology a financial technology provider that also has a registered broker-dealer subsidiary and a registered investment advisor.
FiscalNote
Series A in 2014
FiscalNote is a provider of global policy and market intelligence solutions, utilizing artificial intelligence and big data to offer predictive analytics on governmental actions. Its flagship platform enables real-time legislative predictions and includes tools for enterprise collaboration, data visualization, and insights into campaign finance and demographics. The company's product suite, which includes FiscalNote Core, CQ Federal, and EU Issue Tracker, supports businesses, government institutions, and nonprofits in effective policy management and risk mitigation. Additionally, with contributions from expert analysis firms, FiscalNote delivers comprehensive geopolitical and market intelligence services. By integrating policy intelligence into daily operations, FiscalNote empowers its clients to make informed decisions efficiently.
Kash
Seed Round in 2014
Kash is a San Francisco-based mobile payment company that simplifies online transactions by providing a direct payment method that bypasses credit card networks. By utilizing its SecureDebit technology, Kash enables retailers to accept payments directly from customers' bank accounts, effectively eliminating interchange fees and chargeback fraud. This approach allows high-volume retailers to save between 2% to 5% on transaction processing costs, making it a cost-effective alternative to traditional credit card payment systems. The company has garnered funding from sources such as Draper Associates, Green Visor Capital, and Structure Capital to enhance its mobile payment technology and expand its market presence.
CrowdStreet
Seed Round in 2014
CrowdStreet, Inc. operates an online marketplace that facilitates commercial real estate investments by connecting accredited investors with institutional-quality projects. Founded in 2013 and based in Portland, Oregon, the company provides a platform that allows investors to access a diverse array of real estate investment opportunities, thereby enabling portfolio diversification. The platform offers essential tools for investors and commercial real estate firms, allowing them to review, compare, and select deals that align with their investment goals. Additionally, CrowdStreet provides investment advisory services related to its marketplace offerings, further enhancing the investment experience for individual investors seeking to participate in the commercial real estate sector.
Madrone
Seed Round in 2014
Madrone empowers investors with accurate data, superior transparency, and predictive analytics to help them construct optimal portfolios. Their Web based tools are easy to use and customized for each investor.
Two Tap
Seed Round in 2014
Two Tap is a platform allowing publishers to sell products directly in their applications, enabling streamlined e-commerce. Shoppers are able to order products without leaving the in-app experience, and benefit from a shared wallet. Two Tap also enables quick checkouts on iOS Safari and Google Chrome. Programmers using Two Tap are able to place orders on e-commerce sites using codes via the HTML5 interface or the API. Two Tap offers three options: free, standard, and enterprise. Two Tap was founded by Radu Spineanu and Razvan Roman in Palo Alto, California, United States.
Cloud Lending
Seed Round in 2014
Cloud Lending Solutions is a cloud-based, end-to-end lending and leasing platform delivering innovation to the global lending community. Cloud Lending Solutions digitizes origination, underwriting, servicing and collections, creating a single system of record for your lending operations. Unlike legacy technology platforms that are expensive to maintain and prevent agile response to market conditions, Cloud Lending Solutions’ clients take back control of their business by quickly implementing, extending, and digitizing the entire lending lifecycle. Cloud Lending Solutions’ single system of record is the market leading cloud solution supporting both consumer and commercial lending that scales for the needs of lenders of all sizes. By eliminating the departmental silos that slow lenders down, financial organizations can now get to market quickly with secure digital products that delight today’s demanding borrowers. Cloud Lending Solutions clients improve profit margins and outperform their competitors by generating greater revenue, increasing operational efficiencies, and improving credit risk management. Be it banks, traditional finance companies, online lenders, or marketplace platforms, Cloud Lending Solutions is the trusted partner to deliver lending applications that drive innovation. Cloud Lending Solutions has its headquarters office San Mateo, California and has offices in London, UK and Bangalore, India.
Thinknum
Seed Round in 2014
Thinknum is a web platform that allows investors to get data driven investment ideas by monitoring companies' websites. Investors and financial analysts use Thinknum's tools for research, data analysis, and collaboration enabling them to generate unique insights.
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 non-bank credit card and consumer lending company based in Austin, Texas, and Wilmington, Delaware. The company focuses on providing fair and transparent credit card options, specifically designed to assist customers in managing their credit responsibly. Mercury Financial targets consumers through various channels, including direct mail, digital affiliates, email origination, and co-branded partnerships. Its offerings aim to empower customers by maximizing their purchasing power with features such as cashback and travel rewards, alongside a commitment to no monthly fees for card issuance or availability and an affordable annual percentage rate. The company's mission is to support individuals seeking a second chance at building and maintaining their financial futures.
AuditFile
Venture Round in 2013
AuditFile, Inc. is a technology company that provides a cloud-based auditing platform designed for CPA firms and internal audit teams. Founded in 2011 and based in Walnut Creek, California, the company's solution automates essential aspects of the audit process, including the uploading of trial balances and the generation of financial statements. AuditFile's platform also features proprietary algorithms that assist auditors in detecting potential fraud, thereby helping to minimize accounting errors and enhance operational efficiency. This comprehensive approach allows organizations to manage their audit processes more effectively across various devices, including smartphones, tablets, laptops, and desktop computers.
ClearServe
Seed Round in 2013
ClearServe is a developer of a cloud-based portfolio and wealth management platform aimed at enhancing transparency in investment management for family offices, multi-managers, and private investors. By replacing outdated manual processes and legacy software with an innovative solution, ClearServe addresses significant pain points in the industry. The platform integrates an alternative tracking system with user-friendly design elements, enabling users to make informed finance and investment decisions. Through its commitment to data transparency, ClearServe empowers clients to navigate their portfolio investments more effectively.
AuditFile
Seed Round in 2013
AuditFile, Inc. is a technology company that provides a cloud-based auditing platform designed for CPA firms and internal audit teams. Founded in 2011 and based in Walnut Creek, California, the company's solution automates essential aspects of the audit process, including the uploading of trial balances and the generation of financial statements. AuditFile's platform also features proprietary algorithms that assist auditors in detecting potential fraud, thereby helping to minimize accounting errors and enhance operational efficiency. This comprehensive approach allows organizations to manage their audit processes more effectively across various devices, including smartphones, tablets, laptops, and desktop computers.
Hypori
Seed Round in 2013
Hypori is a veteran-owned small business specializing in secure data access at the edge through its innovative zero-trust SaaS technology, Hypori Halo. This platform empowers businesses and government agencies to safeguard data by preventing its exposure outside the enterprise, whether at rest or in transit. Hypori Halo creates a secure, private virtual workspace on any endpoint device, allowing for remote access to cloud-powered enterprise applications while ensuring complete separation of personal and corporate data. By eliminating security risks and delivering a secure Bring Your Own Device (BYOD) solution, Hypori Halo protects user privacy and reduces administrative burdens associated with business programs.
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