JP Morgan

J.P. Morgan is a prominent player in the financial services industry, providing a wide range of solutions to clients in over 100 countries. With a rich history spanning more than 200 years, the firm prioritizes its clients' interests in all its operations. J.P. Morgan Asset Management stands out as a leading asset manager, catering to individuals, advisors, and institutions globally. The firm offers diverse investment strategies across various asset classes, bolstered by its substantial assets under management. Additionally, J.P. Morgan Ventures Energy Corporation specializes in commodity risk management solutions. The firm also manages several funds, including those focused on buyouts in the healthcare sector and opportunistic investments in infrastructure across multiple regions, including North America and Europe.

George Ahl

Managing Director and Client Portfolio Manager, Real Estate America

Ben Aiken

Managing Director, Portfolio Management

David Chen

Managing Director and Head of Real Estate - Asia Pacific, Global Real Assets

Leander Christofides

Co-Chief Investment Officer, Global Special Situations

Brad Demong

Managing Director

Michael Falcon

Chief Executive Officer of Global Investment Management Asia Pacific

Ben Francis

IIF Vice President Asset Management

Andrew Gilbert

Investment Principal

Alexia Gottschalch

Managing Director and Head of Business Development and Client Strategy

Robert Hardy

IIF Managing Director, Acquisitions

Robert Johnson

Managing Director and Head of Global Business Development

Andrew Kapp

Managing Director

Tetsuya Karasawa

Managing Director and Head of Real Estate for Japan

Keita KinoshIta

Vice President

Matt LeBlanc

Chief Investment Officer of the Infrastructure Investments Group

John Lynch

Managing Director, JPM Asset Management

Nicholas Moller

IIF Executive Director Investment Specialist

Daisuke Noguchi

Executive Director and Senior Investment Officer

Katherine Rosa

Global Head of Alternative Investments

Mark Scarsella

IIF Executive Director Asset Management

Noriaki Shirasago

Executive Director and Investment Specialist

Sneha Sinha

IIF Vice President Asset Management

David Son

Executive Director

Larry Unrein

Portfolio Manager, Managing Director Global Head of Private Equity

Lawrence Unrein

Global Head, PE Group

Joe Valente

Managing Director

Mark Walters

Executive Director

Cassie Winn

IIF Vice President Product Development

Gilly Zimmer

Executive Director, Infrastructure Investments Group

143 past transactions

wefox

Debt Financing in 2023
wefox is a digital insurance company based in Berlin, Germany, founded in 2015. It aims to enhance safety and minimize risks by transforming the insurance landscape through technology. The company focuses on selling insurance through intermediaries rather than direct channels, leveraging analytics to achieve better loss ratios than the market average. With over 90% straight-through processing, wefox operates a central product factory that enables rapid and cost-effective deployment of product innovations across international markets. The company has established a network of thousands of digitally enabled advisors throughout Europe, which enhances customer satisfaction, reduces customer acquisition costs, and improves cross-selling opportunities while decreasing churn.

Skybox Security

Private Equity Round in 2023
Skybox Security, Inc. specializes in cybersecurity management solutions tailored for enterprises facing complex security challenges. Founded in 2002 and headquartered in San Jose, California, the company offers a comprehensive suite of products designed to enhance visibility and control over an organization's security posture. Key offerings include Skybox Horizon for attack surface visibility, Skybox Vulnerability Control for context-aware vulnerability management, and Skybox Threat Manager for threat intelligence analysis and response. Additionally, the company provides tools for firewall management, including Skybox Firewall Assurance and Skybox Change Manager, which streamline the firewall change management process. Skybox Network Assurance further enhances network visibility and control. The company's platform integrates with numerous networking and security technologies, enabling clients across various sectors—including financial services, government, energy, technology, telecommunications, and healthcare—to effectively manage vulnerabilities and respond to cyber threats.

Capital on Tap

Debt Financing in 2022
Capital on Tap is a lender that provides working capital such as loans and credit cards to small businesses.

Contentsquare

Debt Financing in 2022
Contentsquare offers a platform that analyzes customer behavior through billions of anonymous interactions across web, mobile, and app environments, while adhering to data privacy regulations such as the EU GDPR and California CCPA. The platform synthesizes various data points, including content, user experience, product details, pricing, acquisition channels, and technical performance, to generate insights and AI-driven recommendations. These insights aim to enhance digital performance throughout the customer journey, ultimately helping businesses improve revenue, engagement, and growth. With a client base exceeding 700 enterprise customers, Contentsquare serves notable companies such as American Express, Best Buy, Dell, Ikea, LVMH, T-Mobile, Salesforce, Sephora, and Toyota.

Illuminate Financial

Venture Round in 2022
Illuminate Financial Management LLP is a venture capital firm established in 2014 and headquartered in London, United Kingdom, with an additional office in New York. The firm specializes in investments within the financial technology sector, focusing on companies that address challenges in financial services, particularly in compliance, regulation, and connectivity. Illuminate Financial targets early-stage investments, including Series A and seed financing, typically committing between $0.25 million and $3 million for a stake of 5% to 20% in its portfolio companies. While the firm invests globally, it places a significant emphasis on opportunities within the United Kingdom, Europe, and the United States. With deep domain expertise and a robust industry network, Illuminate Financial serves as a trusted partner, guiding its portfolio companies through the complexities of their early development phases.

Lightbits Labs

Venture Round in 2022
Lightbits Labs, Inc. develops data storage solutions for enterprise private clouds, Software-as-a-Service, and Infrastructure-as-a-Service providers. It offers LightOS Software Defined Storage that integrates with existing datacenter infrastructure; and LightField Storage Acceleration Card that supports the LightOS stack. Lightbits Labs, Inc. was founded in 2015 and is based in San Jose, California. It has additional offices in Kfar Saba and Haifa, Israel; and New York, New York.

Nomad Health

Debt Financing in 2022
Nomad Health, Inc. operates an online marketplace that enables users to find freelance and permanent clinical work in the United States. Its market place enables doctors to search for jobs by location, pay rate, medical facility, and more; and healthcare facilities to find doctors. The company was incorporated in 2015 and is based in New York, New York.

Nomad Health

Venture Round in 2022
Nomad Health, Inc. operates an online marketplace that enables users to find freelance and permanent clinical work in the United States. Its market place enables doctors to search for jobs by location, pay rate, medical facility, and more; and healthcare facilities to find doctors. The company was incorporated in 2015 and is based in New York, New York.

Dynanonic

Post in 2022
Shenzhen Dynanonic Co., Ltd. is a Chinese company founded in January 2007, specializing in the research, development, production, and sale of nanomaterials. Headquartered in Nanshan District, Shenzhen, the company focuses on nano-scale materials, including nano-lithium iron phosphate, carbon nanotube conductive liquids, carbon nanotubes, and bag graphene. Dynanonic has established research and production facilities in multiple locations across China, including Foshan City in Guangdong Province, Feicheng City in Shandong Province, and Pingshan District in Shenzhen. Recognized as a national high-tech enterprise, Dynanonic is committed to advancing the industrial applications of its nanomaterials.

TIFIN

Series D in 2022
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

Wayflyer

Debt Financing in 2022
Wayflyer is a revenue-based financing platform for eCommerce brands.

Arcadia

Series E in 2022
Arcadia, Inc. is an online platform based in Washington, D.C., that facilitates the management of energy accounts for residential and commercial users across the United States. Founded in 2013, the company connects subscribers to renewable energy sources, including wind farms and community solar projects. Through its application, users can easily sign up for clean energy options available in their area and monitor their energy usage and account activity. Arcadia aims to enhance the utility experience by providing seamless monthly billing and access to energy-efficient products, thereby promoting clean energy and cost savings for its customers.

Harness

Series D in 2022
Harness, Inc. is a technology company that offers a Continuous Delivery-as-a-Service platform designed to simplify the process of deploying code from artifact to production. Founded in 2015 and based in San Francisco, California, Harness utilizes machine learning to automate the continuous delivery process, thereby enhancing efficiency and security for engineering and DevOps teams. Its platform features a variety of tools including a pipeline builder, workflow wizard, continuous verification, automated rollback, secrets management, audit trails, and real-time delivery analytics. This comprehensive approach aims to streamline application releases while providing robust protection against deployment failures.

Enervee

Series B in 2022
Enervee Corporation operates a personal energy efficiency scoring platform designed to assist consumers, businesses, and governments in selecting energy-saving appliances and electronics. Founded in 2009 and based in Santa Monica, California, Enervee provides a unique rating system known as the Enervee Score, which evaluates the energy efficiency of various products, ranging from home appliances to consumer electronics, on a scale of 0 to 100. The platform offers tailored recommendations based on energy efficiency, total cost of ownership, and product popularity. Additionally, Enervee supplies consumers with an EcoView that illustrates the environmental impact of a product's CO2 emissions. The company's data is utilized by governments and electric utilities to monitor market trends and promote the adoption of more efficient products through available rebates. By analyzing local product availability, Enervee aims to drive energy efficiency and foster environmental sustainability in purchasing decisions.

Grafana Labs

Series D in 2022
Grafana Labs is a company that focuses on monitoring, visualization, and observability solutions through its open-source platform centered around Grafana software. This platform enables organizations to analyze and visualize metrics effectively. The company offers commercial products such as Grafana Enterprise, which provides advanced features and support tailored for large organizations, and Grafana Cloud, a hosted stack that integrates Prometheus and Graphite for metrics, along with Loki for log management. Additionally, Grafana Labs runs the Grafana Accelerator Program, designed to support early-stage companies and innovative projects within the Grafana ecosystem by offering free cloud accounts, enterprise subscriptions, cash grants, equity financing, and direct access to Grafana Labs developers.

Yamibuy

Series B in 2022
Founded in 2013 by CEO Alex Zhou, Yamibuy is the leading e-commerce site to purchase the most complete selection of Asian products. Rapid year-over-year growth since the company’s founding has earned Yamibuy the distinction of being the most popular one-stop shopping destination among the Chinese community in North America.

Astronomer

Series C in 2022
Astronomer, Inc., founded in 2014 and based in Cincinnati, Ohio, provides a managed platform for Apache Airflow, catering specifically to data engineers. The company focuses on enabling organizations to harness the capabilities of Apache Airflow through its flagship offering, Astronomer Cloud, which is recognized as a leading Airflow-as-a-Service solution. Astronomer is dedicated to enhancing standards of scale, performance, and reliability for enterprise-level data orchestration. Its platform encompasses a comprehensive suite of products and services that facilitate the deployment, management, and scaling of data pipelines. This includes features for isolated resource allocation, user access, and account management, allowing data engineers, scientists, and analysts to efficiently build, run, and monitor pipelines-as-code for effective business analytics.

Capitolis

Series D in 2022
Capitolis is a technology provider addressing capital market constraints in equities and foreign exchange. It connects capital with collaborative solutions to clients all over the world. The company connects market participants and transforms the efficiency frontiers of their businesses. It partners with clients to address their challenges and creatively build new opportunities around under-utilized capital. Capitolis was founded in 2017 and is headquartered in New York.

Mathison

Series A in 2022
Mathison is the first all-inclusive diversity hiring platform. We centralize hundreds of diverse talent networks and uses AI to help employers source diverse candidates for their most important roles. Mathison’s platform offers a robust candidate marketplace, tools for diversity measurement, detecting job description bias and diversity raining courses for employees.

NCX

Series B in 2022
NCX, operated by SilviaTerra Inc., is a data-driven marketplace focused on forest carbon credits. Established in 2010 and based in San Francisco, the company leverages high-resolution forest data to enhance the understanding and valuation of forests. NCX aims to create transparent markets that facilitate trading in carbon offsets, biodiversity, and fire risk reduction. The company also offers various analytics services, including volume estimation, growth projections, and harvest scheduling, along with tools such as Plot Hound, a platform designed to streamline the cruising process for forest measurement teams. Through these services and its marketplace, NCX supports sustainable forest management and aims to contribute to environmental conservation.

OpenComp

Series A in 2022
OpenComp is a compensation solution combining software, trusted market data, and expert consultation in one easy-to-use tool. The company's tool helps to see how changes in the organization will affect a company's cash and equity burn, enabling companies to accurately benchmark by gender and ethnicity within workforce.

Cart.com

Debt Financing in 2022
Cart.com is a fully integrated ecommerce platform helps brands and distributors of all sizes move faster, grow larger, and deliver on their promises more completely.

Wayflyer

Series B in 2022
Wayflyer is a revenue-based financing platform for eCommerce brands.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.

Palmetto, Inc.

Debt Financing in 2022
Palmetto, Inc. operates as a clean technology software and fulfillment platform company scaling the deployment of technology products such as energy storage, solar power, demand management systems, and energy efficiency. The company builds and deploys software systems that help consumers understand their energy spend. It offers logistics and infrastructural support, information on clean energy’s benefits, and software tools that enable solar customers to manage and monitor how their solar installations are operating. It offers services, such as ongoing support, financing, design, survey, engineering, permitting, and installation services for solar products, storage products, and thermostats. Palmetto, Inc. was formerly known as Palmetto Global Holdings, LLC. The company was founded in 2009 and is headquartered in Charleston, South Carolina. It has additional offices in San Francisco, California; and Seattle, Washington.

Proxymity

Series B in 2021
Proxymity Limited is a digital platform focused on enhancing proxy voting and investor communications. Founded in 2017 and based in London, the company provides a solution that connects issuers, intermediaries, and investors in real time, improving the efficiency and transparency of the voting process for ordinary shares. Proxymity's platform automates shareholder disclosure requests and responses in compliance with regulatory requirements, facilitating a seamless exchange of meeting data and votes without the need for manual data entry or paper-based transfers. This innovative approach streamlines the flow of information and enhances the overall experience for all parties involved in the proxy voting process.

Dray Alliance

Debt Financing in 2021
Dray Alliance is disrupting the multi-billion dollar drayage trucking industry with a technology platform that makes deliveries to warehouses simple, predictable, and transparent. Eliminating the friction in each step of the delivery process, Dray Alliance efficiently connects shippers, carriers, and truckers in real time.

Airtable

Series F in 2021
Airtable is a cloud-based software company that blends a traditional spreadsheet with a database. It brings the database out of the realm of power users and into the mainstream, creating a new type of flexible but sophisticated productivity tool that anyone can use. Airtable gives end-users the ability to create and share their own workflows for everything from managing an editorial calendar to planning a major event. The company was founded in 2013 and is headquartered in San Francisco, California.

GeoWealth

Series B in 2021
GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Headquartered in Chicago, with offices in New York and Europe, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of the wealth management industry coupled with rich experience in various roles on Wall Street. Their customizable open-architecture platform and their proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. GeoWealth takes pride in the way they serve their clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, they have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. They look forward to helping you utilize and leverage their technology to grow your business and provide your clients with a cutting edge and sophisticated solution.

TIFIN

Series C in 2021
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

MioTech

Series B in 2021
MioTech Information Technology (Shanghai) Co., Limited is an artificial intelligence platform based in Shanghai, China, with additional offices in Hong Kong. Founded in 2016, the company specializes in developing software solutions for investment managers, enabling them to navigate complex data and enhance client service. MioTech's platform integrates and analyzes diverse data sources to streamline the investment process, offering a data-driven experience. Additionally, the company focuses on sustainability and environmental, social, and corporate governance (ESG) data, providing financial institutions, enterprises, and governments with tools to monitor and manage sustainability metrics in real time. MioTech's innovative approach is supported by notable investors, including Horizons Ventures and ZhenFund.

MerQube

Series A in 2021
MerQube is a cloud native indexing platform designed for designing, calculating, and disseminating financial indices at scale. In the growing space of passive (index-linked) indexing, MerQube provides robust financial indices in the areas of equities, futures and options and ESG and has the expertise that spans market-capitalization weighted indices to risk-premia, volatility, thematics, and ESG.

Wematch.live

Series B in 2021
Wematch.Live R&D Ltd. develops a web-based securities finance disintermediation platform. The company provides cross-asset environment connectivity through plug and play and application programming interface (API); negotiation features and protocols for asset trading; and finalizing and reporting tools for matching process through credit checks on over the counter (OTC) structures. It also provides customized software solutions for interest rate swaps, securities financing, equity derivatives instruments, and markets. The company was founded in 2016 and is headquartered in Tel Aviv, Israel. It has additional offices in London, United Kingdom; and Paris, France.

Meru Health

Debt Financing in 2021
Meru Health, Inc. develops an application that connects patients to licensed therapists for a 12-week program to treat people experiencing stress, depression, anxiety, and other mental health issues. The company provides a licensed-clinician-supported, mobile phone-based digital therapeutic program for depression and anxiety. The company was founded in 2016 and is based in San Mateo, California. It has additional offices in Palo Alto, California and Helsinki, Finland.

Aumni

Series B in 2021
Aumni is a data-driven investment management platform based in the United States that serves the venture capital industry. It offers a portfolio intelligence solution that helps venture capital firms enhance their operational efficiency and gain a competitive edge. Aumni's platform audits, analyzes, and visualizes key data from venture capital deal documents, extracting hundreds of data points to track critical insights, including investment rights, portfolio performance, and emerging investment trends. By converting complex deal data into a clear and error-free dataset, Aumni enables investors and venture firms to make informed strategic decisions and streamline their daily operations. The platform is designed for forward-thinking investment teams aiming to unlock and structure the vast amounts of untapped data within their portfolios.

Tavisca Solutions

Acquisition in 2021
Tavisca Solutions Pvt. Ltd. develops software platforms and solutions for the travel industry. The company was founded in 2008 and is based in Pune, India. Tavisca Solutions Pvt. Ltd. operates as a subsidiary of Affinion Group Holdings, Inc.

GoodData

Debt Financing in 2021
GoodData provides the platform and expertise for enterprises to create Smart Business Applications that harness your existing data to help you automate, recommend and take better business actions faster and with more reliability. They drive competitive value, performance, and profit by significantly enhancing the data-driven business processes across the enterprise and its business ecosystem by bringing analytics to the point-of-work. Their clients include enterprises like Penton that need to deliver revenue-generating data products to their clients and software companies like Zendesk that market their own Smart Business Applications using GoodData. It was founded in 2007 and headquartered in San Francisco, California.

OpenInvest

Acquisition in 2021
OpenInvest is a Public Benefit Corporation and asset manager that uses technology to mainstream customized ethical investing. OpenInvest is a YCombinator and Andreessen Horowitz-backed startup powering the post-fund future. Their team of senior technologists from the hedge fund industry and civil society leaders is first tackling under-served markets in customized ESG asset management. With seed funding, the team has built fully integrated and proprietary direct-indexing construction, management, trading, proxy voting, and UX systems that now serve thousands of customers. Founded in 2015, the company is headquartered in San Francisco, California, United States.

Campbell Global

Acquisition in 2021
Campbell Global is a privately owned investment management firm based in Portland, Oregon, specializing in timberland and natural resource investments. Founded in 1981, the firm focuses on acquiring, managing, and disposing of undervalued timberland properties. It offers a range of services, including transaction advisory, property and portfolio management, as well as accounting and reporting services. Campbell Global employs in-house research to inform its investment decisions, ensuring a thorough approach to timberland investment management. The firm operates as a subsidiary of BrightSphere Investment Group Inc.

Wheel

Series B in 2021
Wheel operates an online recruitment platform that connects healthcare companies with qualified clinicians, including doctors and laboratory technicians. Founded in 2017 and headquartered in Austin, Texas, Wheel aims to enhance digital healthcare delivery by facilitating the hiring process for virtual care providers. The platform allows healthcare professionals to showcase their skills and seek job opportunities while enabling companies to find suitable candidates to meet their staffing needs. By combining innovative technology with access to top talent, Wheel strives to improve the quality and efficiency of virtual healthcare services.

Healogics

Debt Financing in 2021
Headquartered in Jacksonville, Fla., Healogics is the nation’s largest provider of advanced wound care services. Healogics and its affiliated companies manage more than 500 Wound Care Centers:registered: in the nation and see nearly 200,000 patients per year through a connected network of centers, partner hospitals, academic medical centers, patients and families. Leveraging its scale and experience, Healogics utilizes an evidence-based systematic approach to chronic wound healing in treating an underserved and growing patient population.

Constant

Debt Financing in 2021
Constant operates in two primary sectors: loan management and cloud computing. In the loan management space, the company has developed a platform that automates complex tasks, allowing borrowers to self-serve through modern digital portals for loan servicing and loss mitigation. This platform enhances borrower understanding and management of their debt, while also reducing operational costs, errors, and compliance risks for clients. In the realm of cloud computing, Constant offers flexible and scalable solutions through its flagship product, Vultr, which caters to over 1.3 million customers. Their services encompass bare metal, cloud compute, and storage solutions, aimed at developers and enterprise brands, facilitating rapid technology deployment, automated infrastructure management, and big data computing.

Airtel Africa

Post in 2021
Airtel African operations are owned by Bharti Airtel Limited, a leading global telecommunications company with operations in 19 countries across Asia and Africa. The company offers mobile voice and data services, fixed line, high speed broadband, IPTV, DTH, turnkey telecom solutions for enterprises and national and international long distance services to carriers. Bharti Airtel has over 200 million customers (November 2010) across its operations, including 50 million in Africa. Airtel is driven by the vision of making mobile communications affordable for all to give people the freedom to meet their daily challenges and to drive economic and social development. Airtel is making a positive impact in the communities in which it operates through extending its networks to rural areas and through its education initiatives.

Floyd

Debt Financing in 2021
Floyd, Inc. is a furniture manufacturer and retailer based in Detroit, Michigan. Founded in 2011, the company specializes in designing and marketing a range of products, including beds, tables, shelves, lamps, and various hardware items. Floyd focuses on providing its offerings through online sales, catering to a diverse customer base. The company's commitment to quality and design distinguishes its products in the competitive furniture market.

TIFIN

Series B in 2021
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

Candex

Series A in 2021
Candex Ltd. provides innovative recruitment solutions and payment management applications for organizations worldwide. Founded in 2010 and based in San Francisco, California, the company offers a sourcing and vendor management tool that helps employers manage their recruitment supply chain for permanent positions. Its Candex Rollout platform operates seamlessly with existing Applicant Tracking and Enterprise Resource Planning systems, requiring no integration. Additionally, Candex leverages blockchain technology to facilitate secure and efficient payment transactions between companies and their vendors, making it easier for users to manage payments through a chat interface. Trusted by prominent corporations, Candex enhances operational efficiency by reducing bureaucratic hurdles, improving employee management, and increasing visibility into spending, ultimately supporting better decision-making for its clients.

Capitolis

Series C in 2021
Capitolis is a technology provider addressing capital market constraints in equities and foreign exchange. It connects capital with collaborative solutions to clients all over the world. The company connects market participants and transforms the efficiency frontiers of their businesses. It partners with clients to address their challenges and creatively build new opportunities around under-utilized capital. Capitolis was founded in 2017 and is headquartered in New York.

Greenko Group

Debt Financing in 2021
Greenko Group is one of India's fastest growing Independent Power Producers, focusing on developing clean energy assets in India to meet Indian's ever-increasing demand for power. The Group is building a de-risked portfolio of wind, solar, hydropower, natural gas, and biomass assets within India and intends to increase the installed capacity it operates by developing new greenfield assets. The group is listed on the London Stock Exchange's Alternative Investment Market (AIM), having its asset base in India. Currently has over 120 MW of contracted capacity including 6 hydro & 6 biomass plants and nearly 350 MW of licenses under development. It was founded in 2006 and is headquartered in Hyderabad, India.

Zanbato

Corporate Round in 2021
Zanbato, Inc., founded in 2010 and based in Mountain View, California, operates as a private securities crossing network that offers software solutions for private placement professionals. The company develops an integrated technology platform that enhances the private placement process by centralizing access, improving analytics, and streamlining workflows. Its platform supports real-time communication with market operators, participant vetting, and order verification while ensuring the privacy of orders and identities. Zanbato serves a diverse clientele, including broker-dealers, fund managers, wealth managers, institutional investors, and government entities. By facilitating market data, counter-party verification, and order execution, Zanbato aims to create an efficient private market that allocates capital effectively to innovative ideas and emerging talent.

LendInvest

Debt Financing in 2021
LendInvest operates an online marketplace for property lending and investing. Its online marketplace platform lets everyday investors access various types of asset classes; and underwrites and pre-funds various investments. LendInvest also offers short-term property finance, such as bridge loans, development loans, and buy-to-let loans. Christian Faes and Ian Thomas founded it in 2008, with its headquarters in London in the United Kingdom.

Trovata

Series A in 2021
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.
Watches of Switzerland Group PLC operates as a retailer of luxury watches in the United States and the United Kingdom. It offers luxury watches and jewelry; fashion and classic watches and jewelry; and gifts. The company operates 113 stores in the United Kingdom and 22 stores in the United States, as well as through five transactional websites under the Mono-Brand Boutiques, Watches of Switzerland, Mappin & Webb, Goldsmiths, and Mayors brand names. The company was incorporated in 2019 and is headquartered in Leicester, the United Kingdom.

Figure

Debt Financing in 2021
Figure Technologies, Inc. is a fintech company based in San Francisco, California, established in 2018. It specializes in providing consumer financial solutions focused on home improvement, debt consolidation, and retirement planning. Figure offers a range of products, including home equity lines of credit, home improvement loans, home buy-lease back offerings, and mortgage refinancing. The company utilizes blockchain technology, along with artificial intelligence and advanced analytics, to enhance its services and enable customers to access capital quickly, often in as few as five days. Additionally, Figure provides Provenance, a blockchain platform designed for business applications.

OpenFin

Venture Round in 2020
OpenFin Inc. provides runtime technology solutions for financial desktops. Its solution enables web applications to pop-up windows, generate real-time desktop notifications, and communicate with other applications. The company serves financial services industries and banks in the United States and Europe. OpenFin Inc. was formerly known as Appoji Inc. The company was founded in 2010 and is based in New York, New York with an additional office in London, United Kingdom

Pico

Series C in 2020
Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.

55ip

Acquisition in 2020
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax Technology®, which includes tax-smart transitions, management, and withdrawals. More information is available at https://www.55-ip.com

Menlo Security

Series E in 2020
Menlo Security, Inc. offers a cloud-based isolation platform designed to protect organizations from cyberattacks by removing the threat of malware associated with websites, documents, and emails. By isolating and executing all web content in the cloud, the platform allows users to safely engage with online materials. The company serves a diverse clientele, including Fortune 500 companies and financial institutions, through a network of resellers both in the United States and internationally. Founded in 2012 and headquartered in Mountain View, California, Menlo Security has expanded its operations across North America, Europe, Asia-Pacific, and other regions. The company was previously known as Surfcrew, Inc., changing its name in November 2014.

Icon Solutions

Corporate Round in 2020
Icon Solutions Ltd. owns and develops payment platforms. The company was founded in 2009 and is based in London, United Kingdom. Icon Solutions Ltd. is a former subsidiary of Active Risk Group PLC.

AccessFintech

Series B in 2020
Access Fintech is an innovative risk management service for banks and buyside firms. The service helps firms track the trade lifecycle and get a true sense of prioritized risk, across an increasing number of systems. Access FinTech brings together fintech providers and in-house technology, orchestrating the interaction of the distributed providers and creating a single visual display of the risk of financial transactions in a global sharable view.

Ellucian

Debt Financing in 2020
Ellucian specializes in providing integrated software and professional services tailored for the higher education sector. With over 40 years of experience, the company offers a comprehensive suite of solutions, including student information systems, finance and human resources systems, and tools for recruiting and retention. These offerings are designed to help higher education institutions manage their operations more efficiently and effectively. Currently, Ellucian serves approximately 2,400 institutions in 40 countries, focusing on enhancing the educational experience for students, faculty, and staff while minimizing risk and improving outcomes.

Capitolis

Venture Round in 2020
Capitolis is a technology provider addressing capital market constraints in equities and foreign exchange. It connects capital with collaborative solutions to clients all over the world. The company connects market participants and transforms the efficiency frontiers of their businesses. It partners with clients to address their challenges and creatively build new opportunities around under-utilized capital. Capitolis was founded in 2017 and is headquartered in New York.

Betterfly

Series A in 2020
Betterfly is a wellbeing and insurance platform based in Santiago, Chile, that focuses on enhancing health and wellness in organizations while fostering community impact. Established in 2018, Betterfly incentivizes employees to adopt healthier lifestyles by rewarding positive habits with life insurance coverage that increases over time. Additionally, the platform converts each healthy activity into a charitable donation, thus linking personal wellbeing with social responsibility. This innovative model not only promotes individual health but also contributes to addressing social issues, making it a purpose-driven solution for both employers and employees.

Fitbank

Corporate Round in 2020
Fitbank Pagamentos. Eletrônicos Ltda develops and sells software for banking industry. Its product integrates with existing financial environment and allows for execution of financial transactions directly from the management system. It provides integrated financial automation to management solutions, a system of accounts with financial services for receipts and payments, and an online treasury for financial operation management. The company caters to banks and asset managers. The company is based in São Paulo, Brazil.

Taulia

Venture Round in 2020
Taulia Inc. is a technology company specializing in supply chain management and financing software solutions, founded in 2009 and headquartered in San Francisco, California. The company offers a range of services for businesses, including dynamic discounting, supply chain finance, cash forecasting, invoice automation, and supplier management. Its platform enables organizations to convert invoices into revenue opportunities by facilitating early payments and providing access to electronic invoicing without imposing fees on suppliers. Additionally, Taulia empowers suppliers through self-service tools, enhancing their operational efficiency. With a presence in various global locations, including offices in the United Kingdom, Germany, and Australia, Taulia has formed a strategic alliance with KPMG to strengthen its offerings in the financial technology sector.

H4

Venture Round in 2020
H4 is a digital platform transforming the documentation that underpins global financial markets and legal contracts. H4 is a utility for the marketplace to benefit investment banks, law firms, financial investors, issuers, and other market participants.

CEMEX

Post in 2020
CEMEX is a Mexico-based company primarily involved in the manufacturing of cement and related construction materials. It produces and distributes a wide range of products, including cement, clinker, ready-mix concrete, aggregates, concrete blocks, roof tiles, and concrete pipes, operating in numerous countries such as the United States, Spain, Egypt, and the Philippines. CEMEX also focuses on innovation through its Research Group, which manages research and development initiatives to create sustainable construction solutions. Additionally, CEMEX Ventures, the company's corporate venture capital arm, emphasizes urban development and technological advancements in the construction sector, fostering collaboration with startups, universities, and other stakeholders to enhance project financing and connectivity within the industry.

MEMX

Venture Round in 2020
MEMX is an online platform dedicated to providing educational material on MEMS technology, an emerging technology, which uses the tools and techniques that were developed for the integrated circuit industry. It is based in Palo Alto, California.

Proxymity

Corporate Round in 2020
Proxymity Limited is a digital platform focused on enhancing proxy voting and investor communications. Founded in 2017 and based in London, the company provides a solution that connects issuers, intermediaries, and investors in real time, improving the efficiency and transparency of the voting process for ordinary shares. Proxymity's platform automates shareholder disclosure requests and responses in compliance with regulatory requirements, facilitating a seamless exchange of meeting data and votes without the need for manual data entry or paper-based transfers. This innovative approach streamlines the flow of information and enhances the overall experience for all parties involved in the proxy voting process.

Trovata

Venture Round in 2020
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.

Eros Now

Post in 2020
Eros STX Global Corporation is a prominent entertainment company specializing in the production, acquisition, and distribution of Indian language films and digital content worldwide. The company operates through various distribution channels, including theatrical releases, television syndication, and digital platforms, notably its subscription-based streaming service, Eros Now. Eros Now offers a vast library of content, featuring over 12,000 films in Hindi and regional languages, along with original series and music videos. As of March 2020, the platform boasted 196.8 million registered users and 29.3 million paying subscribers. Eros STX also collaborates with major telecommunications and technology companies for content distribution and has established partnerships for launching its services across various platforms, including Amazon Fire TV and Apple TV. Formed through the merger of Eros International and STX Entertainment in 2020, the company has solidified its presence in key global markets, providing star-driven content that resonates with diverse audiences.
Hipgnosis, which was founded by Merck Mercuriadis, is a Guernsey registered investment company established to offer investors a pure-play exposure to songs and associated musical intellectual property rights. The Company has raised a total of over £625 million (gross equity capital) through its Initial Public Offering on 11 July 2018, and subsequent issues in April 2019, August 2019 and October 2019. In September 2019, Hipgnosis transferred its entire issued share capital to the Premium listing segment of the Official List of the FCA and to the London Stock Exchange’s Premium segment of the Main Market.

Callsign

Venture Round in 2020
Callsign has built a secure mobile multi-factor authentication and authorisation engine, through the introduction of patented machine-learning biometric, behavioural, geo-location and identity analysis, combined with traditional methods. Designed for the Financial Services and IOT markets, Callsign’s crypto-engine provides unparalleled security across the enterprise, retail and consumer sectors to enable secure access, and to combat real-time phishing, Man-in-the-Middle and malware threats. Their pre-defined API connectors simplify integration into existing directory and fraud solutions, enabling highly configurable, seamless and secure access that replaces costly and unpopular device-based solutions.

Digital Asset

Series C in 2019
Digital Asset develops distributed ledger technology intended to build distributed, encrypted straight through processing tools. Its technology offer tools for digital ledgers to track and settle digital and mainstream financial assets in a cryptographically secure environment, enabling the financial services industry to improve their efficiency, security, compliance and settlement speed.

Limeglass

Venture Round in 2019
Limeglass Ltd is a London-based company that specializes in developing software as a service (SaaS) technology for financial research. Founded in 2015, Limeglass utilizes an innovative approach that employs application programming interfaces (APIs) to provide paragraph-level tagging and cross-asset taxonomy, enabling users to atomize and efficiently navigate extensive research documents. Its proprietary technology incorporates artificial intelligence, natural language processing, and machine learning to smart-tag individual paragraphs, allowing financial institutions to eliminate information overload and focus on relevant content. This advancement enables users to explore financial research documents directly at the paragraph level, enhancing the personalization and accessibility of vital information for both internal and external stakeholders. Limeglass operates as a subsidiary of JPMorgan Chase Holdings LLC.

Wematch.live

Series A in 2019
Wematch.Live R&D Ltd. develops a web-based securities finance disintermediation platform. The company provides cross-asset environment connectivity through plug and play and application programming interface (API); negotiation features and protocols for asset trading; and finalizing and reporting tools for matching process through credit checks on over the counter (OTC) structures. It also provides customized software solutions for interest rate swaps, securities financing, equity derivatives instruments, and markets. The company was founded in 2016 and is headquartered in Tel Aviv, Israel. It has additional offices in London, United Kingdom; and Paris, France.

Menlo Security

Series D in 2019
Menlo Security, Inc. offers a cloud-based isolation platform designed to protect organizations from cyberattacks by removing the threat of malware associated with websites, documents, and emails. By isolating and executing all web content in the cloud, the platform allows users to safely engage with online materials. The company serves a diverse clientele, including Fortune 500 companies and financial institutions, through a network of resellers both in the United States and internationally. Founded in 2012 and headquartered in Mountain View, California, Menlo Security has expanded its operations across North America, Europe, Asia-Pacific, and other regions. The company was previously known as Surfcrew, Inc., changing its name in November 2014.

El Paso Electric Company

Acquisition in 2019
El Paso Electric Company is a regional electric utility that provides generation, transmission, and distribution of electricity to approximately 394,000 retail and wholesale customers across a 10,000 square mile area in the Rio Grande Valley of West Texas and Southern New Mexico. The company, founded in 1901 and originally known as the El Paso Electric Railway Company, transitioned from transportation services to electricity in the early 1900s. El Paso Electric generates power through various sources, including nuclear fuel, natural gas, purchased power, and solar photovoltaic panels, boasting a net generating capacity of around 2,085 megawatts. The company's infrastructure includes multiple high-voltage transmission lines in New Mexico and Arizona, facilitating the delivery of electricity to a diverse customer base, which includes residential, commercial, industrial, and public authority sectors.

OpenFin

Series C in 2019
OpenFin Inc. provides runtime technology solutions for financial desktops. Its solution enables web applications to pop-up windows, generate real-time desktop notifications, and communicate with other applications. The company serves financial services industries and banks in the United States and Europe. OpenFin Inc. was formerly known as Appoji Inc. The company was founded in 2010 and is based in New York, New York with an additional office in London, United Kingdom

Trovata

Seed Round in 2019
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.

Illumio

Series E in 2019
Illumio, Inc. develops and distributes cloud-based security solutions. The company offers Adaptive Security Platform (ASP), a data center and cloud traffic security tool. Additionally, it provides Illumination, an application traffic mapping platform; Enforcement, an application nano-segmentation solution; and SecureConnect, a data protection tool. The company's clients include Plantronics, Yahoo, Creative Artist Agency, and NTT Innovation Institute, Inc. Illumio, Inc. was founded in 2012 and is based in Sunnyvale, California.

ClearMotion

Series D in 2019
ClearMotion, Inc., an automotive technology company, develops a suspension system that makes automotive systems that use a combination of hardware and software to anticipate, absorb, and counteract shocks and vibrations that cars pick up from the road. It specializes in suspension technology, road surface mapping, and active seating motion control aspects. ClearMotion, Inc. was formerly known as Levant Power Corporation and changed its name to ClearMotion, Inc. in January 2017. The company was incorporated in 2008 and is based in Billerica, Massachusetts with an operation in Nuneaton, United Kingdom.

GeoWealth

Series A in 2018
GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Headquartered in Chicago, with offices in New York and Europe, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of the wealth management industry coupled with rich experience in various roles on Wall Street. Their customizable open-architecture platform and their proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. GeoWealth takes pride in the way they serve their clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, they have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. They look forward to helping you utilize and leverage their technology to grow your business and provide your clients with a cutting edge and sophisticated solution.

AccessFintech

Series A in 2018
Access Fintech is an innovative risk management service for banks and buyside firms. The service helps firms track the trade lifecycle and get a true sense of prioritized risk, across an increasing number of systems. Access FinTech brings together fintech providers and in-house technology, orchestrating the interaction of the distributed providers and creating a single visual display of the risk of financial transactions in a global sharable view.

Avantus LLC

Private Equity Round in 2018
8minute Solar Energy, LLC operates a developer of solar photovoltaics (PV) and storage projects in the United States. The company was formerly known as 8minutenergy Renewables, LLC and changed its name to 8minute Solar Energy, LLC in June 2019. 8minute Solar Energy, LLC was founded in 2009 and is based in San Francisco, California.

Wise

Debt Financing in 2018
Wise is a company that specializes in international money transfer services, facilitating easy and low-cost transactions for individuals and businesses. Founded in 2010 and headquartered in London, Wise offers a core money transfer product and a borderless account designed for expats, freelancers, and travelers, which currently holds over £2 billion in deposits. The company also provides a mobile application that allows users to track their transfers and initiate new transactions conveniently. With additional offices in Tallinn and New York, Wise aims to simplify the process of sending money abroad swiftly and affordably.

DreamHost

Debt Financing in 2018
DreamHost provides domain registration, web hosting and cloud services to 1.5 million sites, blogs and applications, and supports over 400,000 web designers, developers, content creators, small businesses and entrepreneurs with the power of the Open Web. They Snap Love is a mobile application that enables parents to share photos of their children with their friends and loved ones. It was launched by Kyle Daigle and Brian Nelson and is based in Vermont, Connecticut.

THG

Debt Financing in 2018
THG Holdings plc is an online retailer and technology company headquartered in Manchester, United Kingdom, operating across Europe and internationally. The company specializes in providing a comprehensive direct-to-consumer e-commerce solution for consumer brand owners, utilizing Software as a Service licenses. THG is actively involved in the manufacture and online retail of nutrition, skincare, haircare, and cosmetics products. Additionally, it operates various websites that feature luxury fashion brands and offers services such as website development, online advertising, marketing, and consultancy. Beyond e-commerce, THG manages hairdressing salons, hotels, and a health club and spa. Established in 2004 and originally known as The Hut Group Limited, the company rebranded to THG Holdings plc in September 2020. With a focus on fast-moving consumer goods, particularly in the health and beauty sectors, THG leverages advanced technology and a skilled workforce to drive its growth in the global market.

Chasing Returns

Venture Round in 2018
Chasing Returns Limited, incorporated in 2014 and based in Dublin, Ireland, operates a website that offers software-generated trade log analysis aimed at assisting retail traders in managing their returns and risks. The platform enables users to identify areas for improvement in their trading strategies, such as addressing over-trading after losses or exiting winning trades prematurely. By providing tools for setting objectives and tracking progress, Chasing Returns empowers traders to enhance their performance across various markets and timeframes.

Silver Creek Pharmaceuticals

Venture Round in 2018
Silver Creek Pharmaceuticals, Inc., a biotechnology company, develops protein therapeutics and regenerative medicines to treat cardiovascular diseases. Its biotherapeutics promote resilience and/or regeneration of cardiac cells. It also operates Smart Growth Factor™ technology platform to engineer and develop a new class of biotherapeutics. The company was founded in 2010 and is based in San Francisco, California.

Donahue Schriber

Venture Round in 2017
Donahue Schriber creates distinctive, necessity-based shopping destinations that become hallmarks of their communities through customized solutions that emphasize the synergy of the tenant mix, the lifestyle of the consumer and the character of the neighborhood.

BILL

Series G in 2017
Bill.com is a provider of cloud-based software designed to simplify and automate back-office financial operations for small and midsize businesses globally. The platform leverages artificial intelligence to enhance connections between businesses and their suppliers and clients, facilitating the management of cash inflows and outflows. Bill.com offers a suite of software-as-a-service products that automate accounts payable and receivable transactions, aiming to improve operational efficiency. The company also provides onboarding support, ongoing training, and assistance to ensure users can effectively implement their solutions. Bill.com collaborates with numerous prominent financial institutions and accounting firms, gaining endorsements from industry organizations. Founded in 2006 and headquartered in Palo Alto, California, Bill.com has received multiple awards for its workplace culture and innovation.

Leap Motion

Series C in 2017
Leap Motion, Inc. develops innovative motion-control hardware and software that enables natural interaction in virtual and augmented reality environments. Founded in 2010 and based in San Francisco, the company specializes in 3D motion-control technology, facilitating seamless user experiences across various sectors, including healthcare, education, gaming, automotive, retail, and the arts. Leap Motion partners with major VR manufacturers to integrate its advanced hand-tracking technology into mobile VR and AR headsets, allowing users to engage with digital content in dynamic and intuitive ways. As of May 2019, Leap Motion operates as a subsidiary of Ultrahaptics Limited, continuing its mission to bridge the gap between people and technology.

Illumio

Series D in 2017
Illumio, Inc. develops and distributes cloud-based security solutions. The company offers Adaptive Security Platform (ASP), a data center and cloud traffic security tool. Additionally, it provides Illumination, an application traffic mapping platform; Enforcement, an application nano-segmentation solution; and SecureConnect, a data protection tool. The company's clients include Plantronics, Yahoo, Creative Artist Agency, and NTT Innovation Institute, Inc. Illumio, Inc. was founded in 2012 and is based in Sunnyvale, California.

AUTO1 Group

Series E in 2017
AUTO1 Group is a used-car marketplace with its own certified and diversified inventory and a technology platform that allows buyers and sellers. AUTO1 is aimed primarily at the used car trade. By connecting buyers and sellers through technology the company enables consumers as well as dealers to trade seamlessly. Sourcing from all channels including OEMs and dealerships. AUTO1 Group owns business units like AUTO1.com, Autohero.com or wirkaufendeinauto.de. AUTO1 Group operates in almost 30 countries and continues to expand rapidly.
Symphony Communication Services, LLC develops a secure collaboration platform tailored for financial institutions, enabling traders and portfolio managers to communicate effectively through messaging, screen sharing, and audio/video conferencing. The platform consolidates digital communications into a single application, allowing users to integrate various applications and bots into their workflows while ensuring data security and regulatory compliance. Symphony offers a range of solutions for enterprise collaboration, including tools for internal and external communication, document sharing, and application integration. Founded in 2012 and headquartered in Palo Alto, California, Symphony has additional offices in major global financial centers such as New York, London, Hong Kong, and Tokyo. The company, previously known as Perzo Inc., was rebranded in 2014 and operates as a subsidiary of The Goldman Sachs Group, Inc.