5 past transactions

Denim Social

Series B in 2021
Denim Social is a social media management software company that provides tools to empower marketers in regulated industries to manage organic social media content and paid social media advertising on one platform. Trusted by more than 250 institutions in banking, insurance, mortgage and wealth management, Denim Social enables brands to engage consumers on social media, deepen relationships with communities and close more deals while staying in compliance. Denim Social is the only ABA-endorsed social media management platform for banks and financial services firms.

Synergy One Lending

Seed Round in 2019
Synergy One Lending is an agency approved seller and servicer, licensed to conduct mortgage origination activities in 45 States. The firm is strategically built to support and grow both retail and wholesale business channels while operating under the brand Retirement Funding Solutions for its reverse mortgage lending activities and More Lending for its specialty product wholesale channel. Synergy One was incorporated in 2013 and has been creating a modern mortgage company.

Cove Financial Group

Debt Financing in 2014
Cove Financial Group Inc., has created the Mortgage Alternative Program for would-be home buyers who have a down payment, but do not qualify today for a mortgage.

Acorns

Series B in 2014
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds offered by some asset managers including Vanguard and BlackRock. Acorns was founded in 2012 and is headquartered in Irvine, California.

Cove Financial Group

Series A in 2013
Cove Financial Group Inc., has created the Mortgage Alternative Program for would-be home buyers who have a down payment, but do not qualify today for a mortgage.
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