Green Visor Capital

Green Visor Capital, established in 2013, is a San Francisco-based venture capital firm focused on early-stage investments in the financial technology and services sectors. The company seeks to back passionate entrepreneurs who leverage innovative technology to address substantial challenges in financial services, with a commitment to socially responsible practices. Its general partner includes Joe Saunders, former Chairman and CEO of Visa, Inc.

Louis Forster

General Partner

Joe 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 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 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

Series B in 2022
Nowsta, Inc. is a technology company founded in 2014 and headquartered in Brooklyn, New York. The company offers an all-in-one software platform designed for hourly and event-based workforces, which includes features for scheduling, time tracking, and financial technology solutions. By leveraging advancements in machine learning and payment technologies, Nowsta aims to enhance the management capabilities of employers, enabling them to efficiently oversee their hourly workforce. The platform focuses on improving communication and payment processes for hourly wage employees, thereby transforming the way companies manage labor.

UPTIQ

Seed Round in 2022
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

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 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 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 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. 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, Inc. is a technology company founded in 2014 and headquartered in Brooklyn, New York. The company offers an all-in-one software platform designed for hourly and event-based workforces, which includes features for scheduling, time tracking, and financial technology solutions. By leveraging advancements in machine learning and payment technologies, Nowsta aims to enhance the management capabilities of employers, enabling them to efficiently oversee their hourly workforce. The platform focuses on improving communication and payment processes for hourly wage employees, thereby transforming the way companies manage labor.

Thinknum

Series A in 2019
Thinknum, Inc. is a data indexing platform based in New York that provides investors with access to diverse data points to inform their investment decisions. Founded in 2013, the company serves institutional clients, including hedge funds, banks, and investment firms. Thinknum's web platform enables investors and financial analysts to monitor companies' websites, facilitating research, data analysis, and collaboration. This approach allows users to generate unique insights and data-driven investment ideas, enhancing their ability to navigate the financial landscape effectively.

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. 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, Inc. operates a digital platform that connects pension planners with insurance companies, providing a marketplace for retirement income products such as annuities. Founded in 2014 and based in New York, the company aims to simplify the retirement planning process, allowing users to compare and purchase various annuity options tailored to their personal circumstances. By offering easy access to fixed, income, and index annuities, Blueprint Income empowers individuals, regardless of their employer, age, or wealth, to secure guaranteed, lifelong income for retirement. The platform not only facilitates the selection and purchase of these financial products but also enhances consumer understanding of annuities, enabling users to make informed decisions about their financial futures.

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

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 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 Inc. is a cloud infrastructure company that provides a comprehensive suite of Software as a Service (SaaS) applications designed for non-bank financial institutions globally. Its offerings include CL Originate, a loan origination and underwriting platform; CL Loan, which manages loan servicing, collections, and portfolio management; CL Lease, a leasing solution for equipment; and CL Microfinance for core banking needs in microfinance sectors. Additionally, Cloud Lending provides solutions such as CL Marketplace for automating loan processes, CL Collections for advanced collection management, and CL Exchange for facilitating loan application exchanges. The company aims to enhance operational efficiency and profitability for its clients, which include online lenders, peer-to-peer platforms, and community banks. Founded in 2014 and headquartered in San Mateo, California, with an office in Bengaluru, India, Cloud Lending operates as a subsidiary of Q2 Software, Inc.

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.

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.

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 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 Solutions

Series A in 2015
Cloud Lending Inc. is a cloud infrastructure company that provides a comprehensive suite of Software as a Service (SaaS) applications designed for non-bank financial institutions globally. Its offerings include CL Originate, a loan origination and underwriting platform; CL Loan, which manages loan servicing, collections, and portfolio management; CL Lease, a leasing solution for equipment; and CL Microfinance for core banking needs in microfinance sectors. Additionally, Cloud Lending provides solutions such as CL Marketplace for automating loan processes, CL Collections for advanced collection management, and CL Exchange for facilitating loan application exchanges. The company aims to enhance operational efficiency and profitability for its clients, which include online lenders, peer-to-peer platforms, and community banks. Founded in 2014 and headquartered in San Mateo, California, with an office in Bengaluru, India, Cloud Lending operates as a subsidiary of Q2 Software, Inc.

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, Inc. is a financial technology company based in Reston, Virginia, founded in 2013. The company specializes in developing an online platform that assists individual investors in creating long-term financial plans and optimizing their portfolios. Its services include personalized asset allocation, automatic rebalancing, tax-loss harvesting, and account monitoring, all aimed at helping clients achieve various financial objectives such as retirement, homeownership, and education. Wealthminder's tools enable regular investors to implement sophisticated wealth management techniques and provide financial advisors with the resources to collaborate effectively with their clients. As of February 2017, Wealthminder operates as a subsidiary of AdvisorEngine, Inc.

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 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

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. 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 provider of web-based tools designed to enhance the decision-making capabilities of both individual and institutional investors. Founded in 2013 and based in San Francisco, the company specializes in data aggregation and predictive analytics to support investment due diligence, portfolio construction, risk assessment, and performance measurement. Its platform offers customized solutions that facilitate manager sourcing, fee benchmarking, and business intelligence for asset managers, enabling them to gain insights into their operational successes and challenges. By leveraging big data from various public and private sources, Madrone ensures confidentiality and flexible permission controls, allowing users to make informed, data-driven decisions regarding their investments. Madrone operates as a subsidiary of Solovis, LLC.

Two Tap

Seed Round in 2014
Two Tap is a platform that facilitates direct product sales for publishers within their applications, enhancing the e-commerce experience. It allows shoppers to order products seamlessly without exiting the app, benefiting from a shared wallet feature. The platform supports quick checkouts on popular browsers such as iOS Safari and Google Chrome. Developers can integrate Two Tap's functionalities using an HTML5 interface or API, enabling orders from various e-commerce sites. Two Tap offers different service tiers, including free, standard, and enterprise options. Founded by Radu Spineanu and Razvan Roman in Palo Alto, California, the platform connects retailers with consumers across mobile, desktop, and offline devices.

Cloud Lending Solutions

Seed Round in 2014
Cloud Lending Inc. is a cloud infrastructure company that provides a comprehensive suite of Software as a Service (SaaS) applications designed for non-bank financial institutions globally. Its offerings include CL Originate, a loan origination and underwriting platform; CL Loan, which manages loan servicing, collections, and portfolio management; CL Lease, a leasing solution for equipment; and CL Microfinance for core banking needs in microfinance sectors. Additionally, Cloud Lending provides solutions such as CL Marketplace for automating loan processes, CL Collections for advanced collection management, and CL Exchange for facilitating loan application exchanges. The company aims to enhance operational efficiency and profitability for its clients, which include online lenders, peer-to-peer platforms, and community banks. Founded in 2014 and headquartered in San Mateo, California, with an office in Bengaluru, India, Cloud Lending operates as a subsidiary of Q2 Software, Inc.

Thinknum

Seed Round in 2014
Thinknum, Inc. is a data indexing platform based in New York that provides investors with access to diverse data points to inform their investment decisions. Founded in 2013, the company serves institutional clients, including hedge funds, banks, and investment firms. Thinknum's web platform enables investors and financial analysts to monitor companies' websites, facilitating research, data analysis, and collaboration. This approach allows users to generate unique insights and data-driven investment ideas, enhancing their ability to navigate the financial landscape effectively.

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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