JP Morgan Chase

JPMorgan Chase is a financial holding company headquartered in New York, providing a wide range of financial services globally. Established in 1799, the firm operates through various segments, including investment banking, commercial banking, and asset management. Its investment banking division offers services such as corporate strategy advisory, capital raising in equity and debt markets, risk management, and market-making in securities and derivatives. In addition, JPMorgan Chase serves consumers and small businesses with financial transaction processing and innovative banking solutions. The company is committed to delivering comprehensive financial services tailored to the needs of its diverse clientele, making it a significant player in the global financial landscape.

Richard Cao

Investment Banking Analyst

Maria Escorcia

Vice President - Program Officer Florida - JPMorgan Chase Foundation

Alan Ho

CEO of China

Osei Van Horne

Managing Partner and Co-Global Head of Sustainable Growth Equity at J.P. Morgan Private Capital

189 past transactions

Tipalti

Private Equity Round in 2023
Tipalti, Inc. is a provider of accounts payable automation and global mass payments software, designed to streamline payment processes for businesses. Founded in 2010 and headquartered in San Mateo, California, with an additional office in Kibbutz Glil-Yam, Israel, Tipalti offers a comprehensive cloud-based solution that manages the entire payables workflow. This includes supplier onboarding and management, tax compliance, invoice processing, global funds disbursement, and payment reconciliation. The platform is particularly beneficial for sectors such as ad networks, affiliate networks, ecommerce, and online marketplaces, allowing companies to significantly reduce their supplier payment workload by up to 80%. By automating these processes, Tipalti helps businesses scale efficiently while maintaining financial and regulatory compliance, ultimately enhancing the experience for partners and suppliers.

W.P. Carey

Post in 2023
W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in net lease properties. Founded in 1973, it has built a diversified portfolio of over 1,200 operationally-critical commercial properties encompassing approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on high-quality single-tenant assets, including industrial, warehouse, office, retail, and self-storage facilities, which are subject to long-term leases with built-in rent escalators. W.P. Carey is recognized as one of the largest owners and managers of net lease assets, employing a credit and real estate underwriting process that spans various industries. The firm's long-term leases with creditworthy tenants generate stable cash flows, enabling consistent dividend income for investors.
Standard Motor Products, Inc., (SMP) is a leading independent manufacturer and distributor of replacement parts for motor vehicles in the automotive aftermarket industry, with an increasing focus on the original equipment and original equipment service markets. SMP stock is publicly traded on the New York Stock Exchange (SMP) where it has been listed since 1977.

Perrigo

Post in 2022
Perrigo Company plc is a leading global healthcare supplier that develops, manufactures and distributes over-the-counter (OTC) and prescription (Rx) pharmaceuticals, nutritional products, and active pharmaceutical ingredients (API), as well as receives royalties from Multiple Sclerosis drug Tysabri®. The company is the world's largest manufacturer of OTC pharmaceutical products for the store brand market and an industry leader in pharmaceutical technologies.

Cresta

Series C in 2022
Cresta Intelligence, Inc., known as Cresta, specializes in customer service software tailored for Fortune 500 companies. Its main product utilizes artificial intelligence to transform contact center agents into experts by providing real-time, personalized coaching and quality assurance for both voice and chat interactions. The platform analyzes the performance of top agents to guide users through conversations, enhance their skills, and identify areas for improvement. Additionally, Cresta automates routine tasks such as order entry, lead creation, and account validation, streamlining workflows for greater efficiency. Founded in 2017 and headquartered in San Francisco, California, Cresta aims to empower employees with the tools necessary to excel from their first day on the job.

Propel

Series B in 2022
Propel, Inc. is a Brooklyn-based company founded in 2014 that develops mobile software aimed at improving the financial health of low-income Americans. Its primary product, FreshEBT, is a free smartphone application that enables users to manage their EBT benefits, check their balance, and organize grocery shopping while capitalizing on local deals. The app serves hundreds of thousands of users across the country, providing a practical tool for budgeting and food savings. Propel has gained recognition in major media outlets such as the New York Times, Bloomberg, and Forbes for its impact on financial management among underserved communities.

Viva Wallet

Secondary Market in 2022
Viva Wallet provides innovative acquiring and issuing services to businesses of any size, based on their individual needs. The company was founded in 2010 and has presence in the UK, Belgium, Romania, Greece, Cyprus. It is an entirely cloud-based licensed e-money institution for the provision of payment services in the EEA-31 countries and Principal Member of MasterCard and Visa for issuing and acquiring and a partner to leading global companies, such as Microsoft, Alipay, and PAX.

Odeko

Series C in 2022
Odeko, Inc. is a New York-based company that provides inventory management and supply chain tools specifically designed for coffee retailers, including cafes, bakeries, and coffee shops. Founded in 2019, Odeko's platform leverages data analysis and artificial intelligence to help businesses reduce waste and enhance sales. The software automates ordering processes by analyzing sales data and identifying trends, thereby enabling independent coffee shops to streamline operations and improve productivity. Through its user-friendly dashboards and analytics reports, Odeko empowers small business owners to effectively manage their inventory and make informed decisions.

TRM Labs

Series B in 2021
TRM Labs Inc. is a regulatory technology startup based in San Francisco, California, founded in 2017. The company operates a token relationship management platform that utilizes machine learning to assist clients in managing customer relationships and identifying suspicious activities, such as money laundering and market manipulation. Its offerings include on-chain anti-money laundering compliance, customer due diligence, and transaction monitoring solutions tailored for digital asset companies. Additionally, TRM Labs develops enterprise applications and developer tools that facilitate the launch of blockchain-based products, enhancing compliance and risk management in the cryptocurrency industry. By streamlining compliance processes, TRM Labs aims to foster a secure environment for value exchange within the digital asset space.

The Infatuation

Acquisition in 2021
The Infatuation is a website, app, newsletter, and recommendation platform designed for finding the perfect restaurant for every situation. The Infatuation doesn't take restaurant comps, doesn't take invites, and always tells it like it is. The platform operating in New York, Los Angeles, London, Chicago, San Francisco, Seattle, Denver, Atlanta, Washington DC, Austin, and other major cities in US.

Odeko

Series B in 2021
Odeko, Inc. is a New York-based company that provides inventory management and supply chain tools specifically designed for coffee retailers, including cafes, bakeries, and coffee shops. Founded in 2019, Odeko's platform leverages data analysis and artificial intelligence to help businesses reduce waste and enhance sales. The software automates ordering processes by analyzing sales data and identifying trends, thereby enabling independent coffee shops to streamline operations and improve productivity. Through its user-friendly dashboards and analytics reports, Odeko empowers small business owners to effectively manage their inventory and make informed decisions.

Plaid

Series D in 2021
Plaid Inc. is a technology platform that enables users to connect their bank accounts to various financial applications, facilitating a more modern and digitally-enabled financial system. Founded in 2012 and headquartered in San Francisco, the company offers a suite of APIs that allows developers to create innovative financial products. Its offerings include tools for accessing transaction histories, authenticating bank accounts, verifying user identities, confirming real-time account balances, and assessing borrowers' assets and income. Plaid's solutions cater to a wide range of financial activities, including personal finances, consumer payments, lending, and business transactions. The platform serves a diverse clientele, including Fortune 50 companies, and aims to democratize financial services by providing the necessary infrastructure for both small startups and large financial institutions to enhance their service offerings.

FreshBooks

Series E in 2021
FreshBooks is a cloud-based accounting software developed specifically for service-based small business owners and independent professionals. Based in Toronto, Canada, the company has assisted over 10 million users worldwide in processing billions of dollars through its user-friendly features, which include invoicing, expense management, online payments, and time tracking. FreshBooks aims to simplify bookkeeping by automating time-consuming tasks, allowing small businesses to maintain accurate financial records and manage their operations efficiently. The company has received eight Stevie awards, recognizing its commitment to exceptional customer service, and currently serves paying customers across 160 countries.

Maxex

Venture Round in 2021
MAX is an exchange and clearinghouse for the purchase and sale of residential mortgage loans. The MAX Exchange efficiently connects qualified buyers and sellers of mortgage loans by providing standardized rules and regulations, independent loan reviews, ongoing loan, and servicing surveillance, and a fair, efficient, and enforceable dispute resolution process. MAX's innovative and powerful trading platform delivers a scalable transaction management system, a transparent and liquid marketplace, and improved flexibility in execution. The company was founded in 2009 and headquartered in Atlanta, Georgia.

Consensys

Convertible Note in 2021
ConsenSys is a leading blockchain venture production studio focused on building a robust ecosystem of consumer-oriented products and enterprise solutions, primarily utilizing Ethereum technology. The company aims to facilitate the transition to Web 3.0, which it envisions as a foundation for more open, efficient, and accessible economic systems. ConsenSys identifies opportunities for software development and promotes collaboration among various ventures to enhance innovation and idea exchange. By creating platforms, applications, and tools that support Web 3.0, ConsenSys strives to ensure these solutions effectively meet customer needs. The organization also collaborates with blockchain experts and partners to develop open infrastructure, positioning itself at the forefront of technological advancements that have the potential to disrupt various industries.

Didi

Debt Financing in 2021
Didi Chuxing is a mobile transportation platform that offers app-based transportation services. The company offers a mobile tech-based mobility option for users across, including taxi hailing, private car-hailing, Hitch (social ride-sharing), DiDi Chauffeur, DiDi Bus, DiDi Test Drive, DiDi Car Rental, and DiDi Enterprise Solutions. As a practitioner in the sharing economy initiative, DiDi is committed to working with communities and partners to solve transportation, environmental challenges, and employment problems using big data-driven deep-learning algorithms that optimize resource allocation. Bo Zhang and Wei Cheng established the company in 2012 in Beijing, Beijing.

Upswing

Series A in 2021
Upswing International, Inc. operates an online collaboration platform aimed at providing academic support to educational institutions. The platform includes several solutions such as AdviseUp, which facilitates scheduling and receiving advice from college advisors, MentorUp, which connects students with mentors for non-academic support, and TutorUp, which links students to tutors both from Upswing and its wider network. Upswing also offers specialized engagement tools for first-year students, online learners, and adult learners. By partnering with colleges, the company creates virtual learning centers and provides real-time analytics to help administrators monitor student engagement and success. The platform allows students to choose coaches based on various criteria like price, quality, and subject expertise, thereby personalizing the learning experience. Each coaching session is recorded and analyzed, enabling institutions to receive insights that can help reduce student attrition and improve overall academic outcomes. Founded in 2013 and based in Austin, Texas, Upswing was previously known as The Upswing Group, Ltd.

PPRO

Private Equity Round in 2021
PPRO is a fintech company founded in 2006, specializing in providing digital payment solutions for businesses and banks. Headquartered in the UK, PPRO simplifies access to a diverse range of payment methods required by consumers and businesses globally. The company offers an integrated platform that includes services such as credit card payment processing, alternative payment options, local cash collection, e-money accounts, and e-wallet facilities. PPRO is licensed by the FCA to issue e-money and is a principal member of major card networks, including Mastercard and VISA. The company's goal is to enhance local payment services through a single connection, thereby streamlining the payment process, boosting conversion rates, and facilitating the management of various payment methods for its clients.

M&F Bank

Funding Round in 2021
M&F Bank is a historic independent community bank committed to meeting the needs of a wide range of individuals and businesses within their markets, while providing unparalleled customer service with an above-average return for our shareholders.

Bitwise Industries

Series B in 2021
Bitwise Industries Inc. is a technology ecosystem company based in Fresno, California, founded in 2013. It aims to advance the local technology landscape by focusing on education, software development, and collaborative workspaces. Through its Geekwise Academy, Bitwise offers accelerated coding programs designed to equip individuals of all backgrounds with essential technology skills, particularly targeting marginalized groups. The company also operates Shift3 Technologies, a custom software development firm that pairs experienced professionals with entry-level programmers to create software solutions. Additionally, Bitwise provides physical spaces for technologists and technology companies, including collaborative work environments and tech venues, fostering a community for innovation and growth. New projects, such as Bitwise|41 and Bitwise State Center Warehouse, are currently under development to further enhance its offerings.

Roostify

Series C in 2021
Roostify, Inc. is a digital mortgage platform that enhances the home lending experience for both borrowers and lenders. Founded in 2012 and headquartered in San Francisco, California, the company serves a diverse range of clients, including enterprise banks, independent brokers, and lending institutions. Roostify's platform streamlines the loan application process by digitizing the entire application-to-closing workflow, allowing users to easily share and track information, documents, and transactions. With the ability to process nearly $20 billion in loans monthly, Roostify aims to simplify and accelerate the lending experience, making it more efficient for all parties involved.
Consolidated Communications, Inc. (CCI) offers residential digital TV, high-speed Internet and voice service in the greater Sacramento, California and Kansas City, Kansas and Missouri areas. Bundled residential/home offers provide additional savings for the most competitive rates. Our fiber-optic networks allow us to deliver extremely fast Internet access, crystal clear high definition cable television (HDTV), digital telephone and long distance services. All SureWest services include local, best-in-class customer service and 24/7 technical support.

Thrasio

Debt Financing in 2021
Thrasio is an e-commerce holding company based in Medfield, Massachusetts, founded in 2018. The company focuses on acquiring and scaling successful online retail brands across various sectors, including food processing and fitness. By leveraging its expertise in rankings, ratings, reviews, supply chains, and marketing strategies, Thrasio aims to optimize the growth of these businesses. The company collaborates with established sellers to enhance their operations and improve product offerings, ultimately providing customers with a wide range of high-quality products. Backed by investor groups from private equity firms, Thrasio is dedicated to transforming the landscape of online commerce.

Fahe

Debt Financing in 2021
Fahe envision Appalachia as a place proud of sustaining its culture and environment, where growth, opportunity and hope are balanced so that all people fulfill their potential with regard to housing, employment, education, and quality of life.

FISPAN

Venture Round in 2020
FI.SPAN Services Inc. develops connecting application programming interface (API's) for the banking and financial industry. It offers Client Connectivity Suite, which helps banks to build and maintain live connections to their clients' enterprise resource planning (ERP), accounting, and treasury management systems; API Enablement Suite, which allows banks to put an API gateway for legacy payment capability, data enablement, reports and models, and fintech testing; Fintegration Suite, which helps to manage the secure exchange of data and services between banks and fintech companies; FI.CORE, which is a core platform includes a set of extension adapters, which are designed to quickly implement custom connectivity with a banks’ own infrastructure, clients business applications and external FinTech firms. The company was founded in 2016 and is based in Vancouver, Canada.

cxLoyalty Group-Global Loyalty business

Acquisition in 2020
cxLoyalty Group-Global Loyalty business is a provider of Loyalty Technology Solutions, Positioned for Continued Growth Under New Ownership.

Novocure

Post in 2020
Novocure Limited is an oncology company focused on developing and commercializing Tumor Treating Fields (TTFields) therapy for solid tumors. The company offers the Optune device, which delivers NovoTTF Therapy, a treatment that utilizes electric fields to disrupt the rapid division of cancer cells. This therapy is primarily used for adult patients with recurrent glioblastoma and is undergoing clinical trials for various other cancers, including brain metastases, non-small cell lung cancer, pancreatic cancer, ovarian cancer, liver cancer, and mesothelioma. Novocure also collaborates with MSD to explore the combination of TTFields with KEYTRUDA, an anti-PD-1 therapy, and has a strategic partnership with NYU Grossman School of Medicine for preclinical and clinical research. Founded in 2000, Novocure is based in Saint Helier, Jersey, and has a significant presence in the United States, Europe, and Japan.

Pharmapacks

Private Equity Round in 2020
Pharmapacks is an e-commerce company with a proprietary tech platform that empowers brands with a complete logistics, fulfillment, marketing, and sales solution. It sells both direct-to-consumer on Pharmapacks.com and through its partner websites, including Amazon, Walmart.com, eBay amongst others. Pharmapacks operates as a launchpad for emerging brands by giving a select amount of lesser-known brands access to the Pharmapacks e-commerce platform and consumer base. Founded as a brick-and-mortar pharmacy shop in 2010, Pharmapacks is based in Islandia, New York.
CATL develops R&D and manufacturing capabilities of full industry chains in vehicle and energy storage batteries filed. This includes materials, battery cell, battery management systems, battery recycling and reuse. Providing power battery solutions for green vehicles. Providing high-efficiency storage solutions for clean energy applications. Contemporary Amperex Technology Co. Limited (CATL) is founded in 2011, headquartered at Ningde, Fujian.

Capital Markets Gateway

Series B in 2020
Capital Markets Gateway Inc. is a financial technology firm that modernizes the equity capital markets by offering a platform that connects investors and underwriters through integrated data and analytics. The platform provides real-time information, enabling users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions. Launched in 2017 by experienced equity capital markets practitioners, the platform enhances transparency and workflow efficiency, serving nearly 100 buy-side firms and 15 investment banks. Capital Markets Gateway, incorporated in 2015 and headquartered in Chicago, Illinois, also has offices in New York and Seattle.

Megaputer Intelligence

Debt Financing in 2020
Megaputer's multi-strategy toolkit approach fulfills numerous application domains from survey analysis and market research to bio-informatics research and the development of physics models. Their flagship product, PolyAnalyst, can be customized to fit your specific needs and can be easily integrated into your existing IT infrastructure. Coupled with their analytical expertise and 10+ years of consulting experience, proven return on investment in several environments, and dedicated, trained and personal support staff, you can rest assured that their software will deliver results

Cedar

Debt Financing in 2020
Cedar is a patient payment and engagement platform for hospitals, health systems, and medical groups that elevate the end-to-end patient experience. The platform leverages advanced data science to customize and simplify the payment experience, resulting in a modern, consumer-friendly way for patients to plan for and pay their bills. It was founded in 2016 and is headquartered in New York, New York.

Cloud9 Technologies

Series B in 2020
Cloud 9 Technologies is a cloud communications service provider. We provide high performance voice, messaging and collaboration services designed for the unique needs of distributed work groups and teams. We deliver our services from the cloud using software applications that leverage the internet and advanced WebRTC technologies. C9 Trader connects the institutional trading community with a voice and messaging solution designed especially for the financial markets. It provides a secure and compliant way to connect with your trading counterparties while eliminating the hassle and expense of legacy turret systems and private lines.

Retmap

Debt Financing in 2020
Operator of an Ophthalmology-related medical company intended to offer innovative diagnostic services. The company aims to preserve the vision of people with progressive eye disease through effective screening, accurate diagnosis, and informative monitoring during disease management, enabling clinicians to get access to reliable devices with the ability to see the retina periphery.

Phunware

Post in 2020
Phunware is a multiscreen as a service integrated enterprise software platform for mobile. Its platform provides companies the products, solutions, and data and services necessary to engage, manage, and monetize its mobile application audiences.

iCapital Network

Venture Round in 2020
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

The Joint

Post in 2020
The Joint make quality chiropractic care, convenient and affordable for those seeking pain relief and prevention 500+ locations nationwide. Nasdaq: JYNT

LaunchNY

Grant in 2020
LaunchNY is a nonprofit venture development organization based in Buffalo, New York, that operates as a Community Financial Institution designated by the U.S. Treasury. Established in 2012, it focuses on supporting high-growth potential startups across the 27 counties of western Upstate New York. LaunchNY provides pro bono mentoring and facilitates access to capital for these startups, with a mission to identify and invest in high-impact companies while fostering a vibrant entrepreneurial culture in the region. The organization primarily targets investments in sectors such as cleantech, consumer goods, and healthcare technology.

Arcesium

Corporate Round in 2020
Arcesium LLC is a post-trade technology and professional services firm that specializes in providing comprehensive solutions for institutional asset managers, hedge funds, asset allocators, and banks. Incorporated in 2014 and based in New York, the company features The Arcesium Platform, which integrates technology with expertise from hedge fund professionals to address complex post-trade challenges. Its offerings include a Financial Data Stack for managing and distributing data, a Treasury Suite to optimize funding and collateral allocation, and reconciliation services that allow firms to maintain oversight while exiting the reconciliation process. Additionally, Arcesium provides a Swaps Management solution to simplify the post-trade lifecycle and offers full shadow accounting capabilities, including trade capture, portfolio management, and collateral management. Through these services, Arcesium aims to support alternative asset managers effectively in their operational needs.

Moneythink

Grant in 2019
Moneythink is an American ed-tech non-profit organization tackling America’s 1.6 trillion dollar student debt problem, harnessing the power of people and technology to bring transparency to college costs. The organization ensures all students are equipped to invest in their futures, keeping students on track by minimizing financial complexity and risk while maximizing potential and minimizing stress. As a leader in youth-focused financial wellness, Moneythink has served over 32,000 students since 2008. Moneythink is creating a public-facing, no-cost Award Comparison Tool that helps low-income and 1st-gen students to plan for, cover, and manages all of their college costs through a healthy mix of aid, savings, loans, and work.

DirectBooks

Seed Round in 2019
Addressing inefficiencies in the marketplace across multiple communication channels, DirectBooks will simplify the primary issuance process through the use of structured data and streamlined communications. The new service will increase the efficiency and accuracy of deal workflow information among market participants by disseminating it through a robust communication platform that can be integrated into underwriter and investor systems to better connect underwriters and their clients.

TouchBistro

Series E in 2019
TouchBistro, Inc. develops iPad-based point of sale (POS) solutions tailored for restaurants, cafes, bars, food trucks, and other food and beverage venues. The company offers a variety of specialized systems, including Restaurant POS for billing and payments, Food Truck POS for mobile operations, and Coffee Shop POS for efficient order management. TouchBistro's solutions enhance operational efficiency by allowing servers to take orders directly from customers and submit them instantly to the kitchen or bar, thereby reducing errors associated with traditional order entry methods. Additionally, the company provides a range of complementary products such as TouchBistro Reservations for guest management, cloud reporting and analytics tools, and a Kitchen Display system. Founded in 2010, TouchBistro is headquartered in New York, with an additional office in Toronto, and its products are available through the Apple App Store in the United States and internationally.
Mi Casa Resource Center is dedicated to empowering individuals and families to achieve economic success through education, training, and support. The organization offers a range of educational services aimed at both youth and adults, focusing on career advancement and entrepreneurial development. By providing training programs that inspire academic success, leadership skills, and career exploration, Mi Casa Resource Center helps clients build pathways to prosperity. The organization also emphasizes the importance of community connection, facilitating access to resources that enhance opportunities for personal and professional growth.

DreamSpring

Grant in 2019
DreamSpring is a nonprofit organization dedicated to providing microfinance and small business lending services to entrepreneurs and small businesses across Arizona, Colorado, Georgia, Nevada, New Mexico, North Carolina, and Texas. Founded in 1993 and based in Albuquerque, New Mexico, DreamSpring aims to empower business owners by facilitating access to credit, which enables them to generate income, build assets, create jobs, and achieve financial well-being through business ownership. Formerly known as Accion, the organization rebranded as DreamSpring in June 2019 and has received recognition for its commitment to supporting the entrepreneurial community.

Commons on Champa

Grant in 2019
Denver’s public campus for entrepreneurship

Greenlight

Series B in 2019
Greenlight Financial Technology, Inc. is a financial services company that provides debit card solutions specifically designed for children, enabling parents to cultivate financial literacy in their kids. Founded in 2014 and headquartered in Atlanta, Georgia, Greenlight offers a mobile application that allows parents to manage their children's spending by selecting specific stores where the Greenlight debit card can be used. The platform features patent-pending technology that empowers parents to monitor spending habits, freeze cards if lost, receive instant alerts, and automate allowances. This approach not only promotes responsible spending but also facilitates teachable moments around earning, saving, and giving.

FISPAN

Series A in 2019
FI.SPAN Services Inc. develops connecting application programming interface (API's) for the banking and financial industry. It offers Client Connectivity Suite, which helps banks to build and maintain live connections to their clients' enterprise resource planning (ERP), accounting, and treasury management systems; API Enablement Suite, which allows banks to put an API gateway for legacy payment capability, data enablement, reports and models, and fintech testing; Fintegration Suite, which helps to manage the secure exchange of data and services between banks and fintech companies; FI.CORE, which is a core platform includes a set of extension adapters, which are designed to quickly implement custom connectivity with a banks’ own infrastructure, clients business applications and external FinTech firms. The company was founded in 2016 and is based in Vancouver, Canada.

FreshBooks

Corporate Round in 2019
FreshBooks is a cloud-based accounting software developed specifically for service-based small business owners and independent professionals. Based in Toronto, Canada, the company has assisted over 10 million users worldwide in processing billions of dollars through its user-friendly features, which include invoicing, expense management, online payments, and time tracking. FreshBooks aims to simplify bookkeeping by automating time-consuming tasks, allowing small businesses to maintain accurate financial records and manage their operations efficiently. The company has received eight Stevie awards, recognizing its commitment to exceptional customer service, and currently serves paying customers across 160 countries.

Menlo Security

Series D in 2019
Menlo Security, Inc. is a cybersecurity company that offers a cloud-based isolation platform designed to protect organizations from cyberattacks by eliminating malware threats from websites, documents, and emails. The platform safely executes all web content in the cloud, allowing users to interact with online resources without risk. Menlo Security serves a diverse clientele, including Fortune 500 companies and financial services institutions, through a network of resellers both in the United States and internationally. Founded in 2012 and headquartered in Mountain View, California, the company has expanded its operations across various regions, including North America, EMEA, Australia, New Zealand, Japan, APAC, and DACH. The firm has received backing from notable investors, indicating strong confidence in its innovative approach to cybersecurity.

RealWear

Series B in 2019
RealWear, Inc. specializes in developing hands-free head-mounted tablets tailored for industrial workers, enhancing safety and productivity in demanding environments. Founded in 2015 and headquartered in Vancouver, Washington, the company offers the HMT-1, a rugged wearable Android-class tablet designed to be worn with an industrial helmet. This device supports communication between field workers and remote consultants, allowing real-time visual assistance for tasks such as repairs. RealWear's technology is optimized for noisy settings, enabling users to receive information and voice messages seamlessly. The company has established strategic partnerships with notable industry leaders, including Atheer, Cisco, Qualcomm, ABB, and Beeware, to further its mission of digital transformation in industrial sectors.

TransPerfect

Debt Financing in 2019
TransPerfect is a leading privately held language services provider, headquartered in New York, with regional offices in London and Hong Kong. The company offers a wide range of services, including translation, language services, and globalization management technology, catering to multinationals across various sectors. With a workforce of over 5,000 full-time employees and a network of more than 5,000 certified linguists and subject-area specialists, TransPerfect operates in over 100 languages, making it the largest company of its kind in the world. The organization has established a global presence with over 90 offices located in major cities worldwide.

InstaMed

Acquisition in 2019
InstaMed Communications, LLC is a healthcare payments network that connects providers, payers, and consumers through a secure, cloud-based platform designed for managing healthcare payment transactions. Founded in 2004 and headquartered in Philadelphia, Pennsylvania, InstaMed offers several products, including InstaMed Online for Providers and InstaMed Online for Payers, both of which ensure secure and efficient management of healthcare payments. Additionally, InstaMed Connect allows for the integration of healthcare payments into various healthcare IT applications through its API. The company's technology enhances the healthcare payment experience by driving electronic transactions and facilitating the seamless movement of funds and healthcare data, ultimately improving consumer satisfaction. As of July 2019, InstaMed operates as a subsidiary of JPMorgan Chase Bank.

Boeing

Post in 2019
Boeing is a leading American multinational corporation specializing in the design, manufacture, and sale of commercial and military aircraft, satellites, and defense systems. Headquartered in Chicago, Boeing operates through two primary business units: Boeing Commercial Airplanes and Boeing Defense, Space & Security. The company is recognized as the world's largest aerospace manufacturer and the second-largest defense contractor, providing a wide array of products and services that include commercial jetliners, military aircraft, electronic defense systems, and launch systems. Boeing also supports its customers with leasing, product support, and advanced training services. With a workforce of over 170,000 employees, Boeing leverages a diverse and highly skilled talent pool to drive innovation and meet the evolving needs of airlines and government clients across 150 countries. The company's investment arm manages approximately $22 billion in assets, engaging in alternative investment strategies, including venture capital.

Mosaic Smart Data

Funding Round in 2019
Mosaic Smart Data Limited operates an online platform that provides data analytics solutions tailored for capital market participants, specifically in the fixed income, currencies, and commodities (FICC) sectors. Founded in 2014 and based in London, the company consolidates various data sets to deliver real-time insights that enable trading, sales, and management teams to monitor their FICC operations at any level of detail. The platform integrates seamlessly with existing infrastructure, offering granular analysis of client trading flows across key metrics such as product, instrument, and venue. By transforming complex data into actionable intelligence, Mosaic Smart Data helps financial institutions navigate regulatory challenges and enhance business opportunities, ultimately empowering professionals to meet client needs effectively. The company operates as a subsidiary of JPMorgan Chase Holdings LLC.

Midwood Investment & Development

Debt Financing in 2019
Midwood's mission is to restore and revitalize the fabric of major urban centers to improve the way people live, work and play through industry-leading design, planning and execution. For over 90 years Midwood has cultivated a diversified real estate portfolio comprised of retail, office, residential, mixed use and net leased properties. Founded in Midwood, Brooklyn in 1925 by Samuel Lemberg, the company has grown from a residential brokerage into a sophisticated investment and development platform that owns over 125 properties in 10 states and the District of Columbia comprising in excess of 3,500,000 square feet with a development pipeline of several million square feet. Today the company actively seeks to acquire investment and development opportunities in our primary markets of New York City, Boston, Philadelphia and Washington D.C.

Industrial Property Trust

Debt Financing in 2019
Industrial Property Trust is a real estate investment trust (REIT) established in 2012, focused on acquiring and managing high-quality distribution warehouses and other industrial properties. The company primarily leases these properties to creditworthy corporate clients, generating rental income. In February 2020, it transitioned from a Maryland corporation to a Maryland REIT, aligning its operations with the legal and tax frameworks applicable to REITs. Since the taxable year ending December 31, 2013, Industrial Property Trust has maintained its status as a REIT, utilizing an Umbrella Partnership Real Estate Investment Trust (UPREIT) structure to manage its assets through an Operating Partnership. The firm aims to enhance its portfolio by acquiring properties that provide stable rental revenue, ensuring ongoing compliance with REIT qualifications.

Movius

Series D in 2019
Movius Interactive Corporation specializes in cloud-based enterprise mobility solutions, primarily offering a Software-as-a-Service (SaaS) platform that extends telecommunication services to mobile devices. This platform includes pre-packaged applications and application programming interfaces, catering to the development needs of businesses. Movius addresses corporate compliance requirements while enhancing productivity, allowing users to manage and analyze their mobile communications effectively through dedicated work phone lines on any device. The company provides support and training services to telecommunication providers, businesses, and end-users both in the United States and internationally. Founded in 1999 and originally known as IP Unity Glenayre, Movius Interactive is headquartered in Duluth, Georgia, with additional locations in Silicon Valley, Bengaluru, Dubai, Madrid, and Johannesburg.

Ionic Security

Series E in 2019
Ionic Security, a data security platform, provides access control, intellectual property monitoring, data encryption, and policy management. Ionic Security (formerly Social Fortress) enables the use of cloud services by protecting sensitive data anywhere it travels and wherever it resides, whether on the corporate network, in the cloud or on mobile devices. The first unified data security platform of its kind, Ionic Security takes a comprehensive approach to secure data in today’s borderless enterprise by providing access control, intellectual property monitoring, data encryption, and policy management, without proxies or gateways or changes in user behavior. The company is headquartered in Atlanta, Georgia, and is backed by leading venture firms such as Kleiner Perkins Caufield & Byers, Google Ventures, TechOperators, and ff VC as well as industry experts Christopher Klaus, Ken Levine, Phil Dunkelberger, and Dr. Paul Judge.

Jam City

Venture Round in 2019
Jam City, Inc. develops mobile games. Jam City, Inc. was formerly known as SGN Games, Inc. and changed its name to Jam City, Inc. in September 2016. The company was founded in 2007 and is based in Culver City, California with studios in Los Angeles, Seattle, San Francisco, San Diego, and Buenos Aires; and a subsidiary in Toronto, Canada.

Lu.com

Series C in 2018
Shanghai Lujiazui International Financial Asset Exchange (“Lufax”) is an online marketplace for the origination and trading of financial assets. Lufax was incorporated in September, 2011 in Shanghai with the support of Shanghai’s Municipal Government, and has grown into China’s largest internet finance company in less than four years. The company is an associate of China Ping An Group, the largest and most innovative non-SOE financial institution in China. Lufax’s number of registered users surpassed 7 million by February 2015, while the volume of online transactions grew more than 8 times year-on-year. Close to 50% of Lufax transactions are now handled via mobile. As a constant innovator and pioneer in the internet finance industry, Lufax has developed China’s most open, safe and convenient investment and financing platform. Investors come to Lufax for its broad product offering, diverse liquidity avenues and superior user experience. Asset owners look to Lufax to help them structure, price and place complex assets to investors in a credible and transparent manner. Lufax takes full advantage of the latest big data and IT technologies, and leverages the most advanced risk assessment models and risk control systems. Combined with its value proposition to customers, Lufax has a competitive edge which it believes cannot be replicated.

iCapital Network

Corporate Round in 2018
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Inpher

Series A in 2018
Inpher, Inc. operates a platform and framework to build applications for end-to-end encryption and cloud based unstructured data search. The company develops privacy-preserving analytics and machine learning technology. It offers users to search and retrieve ranked results on their data without the cloud service provider knowing the query of the results. The company’s computing platform provides confidential data processing across organizations and jurisdictions. Inpher, Inc. was incorporated in 2015 and is based in New York, New York.

Lu.com

Series C in 2018
Shanghai Lujiazui International Financial Asset Exchange (“Lufax”) is an online marketplace for the origination and trading of financial assets. Lufax was incorporated in September, 2011 in Shanghai with the support of Shanghai’s Municipal Government, and has grown into China’s largest internet finance company in less than four years. The company is an associate of China Ping An Group, the largest and most innovative non-SOE financial institution in China. Lufax’s number of registered users surpassed 7 million by February 2015, while the volume of online transactions grew more than 8 times year-on-year. Close to 50% of Lufax transactions are now handled via mobile. As a constant innovator and pioneer in the internet finance industry, Lufax has developed China’s most open, safe and convenient investment and financing platform. Investors come to Lufax for its broad product offering, diverse liquidity avenues and superior user experience. Asset owners look to Lufax to help them structure, price and place complex assets to investors in a credible and transparent manner. Lufax takes full advantage of the latest big data and IT technologies, and leverages the most advanced risk assessment models and risk control systems. Combined with its value proposition to customers, Lufax has a competitive edge which it believes cannot be replicated.

Eastern Market

Grant in 2018
Eastern Market is a nonprofit organization.

Airtel Africa

Private Equity Round in 2018
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.
Colorado Enterprise Fund is a non-profit lender and community development financial institution based in Denver, Colorado, established in 1976. The organization specializes in providing affordable loans and lines of credit to small business owners in Colorado who face challenges accessing traditional bank financing. To support its lending activities, Colorado Enterprise Fund utilizes investments and grants from a variety of sources, including financial institutions, foundations, government agencies, and individuals. The loans offered by the fund can be used for various purposes, such as working capital, equipment or inventory purchases, franchise acquisitions, business property improvements, and gap financing for commercial real estate. In addition to financial support, Colorado Enterprise Fund also offers technical assistance to help borrowers succeed.
The Public Investment Fund was originally established in 1971 to facilitate the development of the Saudi Arabian national economy. In 1974, PIF was mandated to hold equity positions in join-stock ventures within its domestic economy.

Scratch

Venture Round in 2018
Scratch Services, LLC develops a proprietary loan accounting system, payments infrastructure, and borrower-facing web application which operates as a loan servicer that delivers a borrower-first experience and improves consumers' ability to understand, manage, and repay their loans and facilitates transformation of the service ecosystem for both borrowers and lenders. The company was incorporated in 2015 and is based in San Francisco, California.

Axoni

Series B in 2018
Axoni is a New York-based technology firm focused on capital markets, specializing in distributed ledger solutions. Founded in 2013 by experts in distributed ledger technology and cryptography, Axoni serves major financial institutions and capital markets service providers. The company's offerings include the deployment of distributed ledger technology, custom smart contract development, and advanced analytics tools. Their software integrates traditional financial technologies with blockchain capabilities, providing market information and in-depth trend analysis. This comprehensive approach enables investment funders, exchange operators, and professional traders to enhance their systems for managing legal records, lifecycle events, and cash flow calculations.

FS/KKR Advisor

Debt Financing in 2018
FS/KKR Advisor is a publicly traded business development company (BDC) focused on providing customized credit solutions to private middle market U.S. companies.

EF Hutton

Post in 2018
E. F. Hutton Group, Inc. operates as a diversified financial services holding company. It offers various services, such as investment, recapitalization, and marketing of various American businesses. The company has interests in banking, insurance, leasing, municipal funding, mortgages, real estate services, stocks, bonds, and venture capital markets. E. F. Hutton Group was founded in 1904 and is based in New York.
Macomb Community College, located in Warren, Michigan, offers a diverse range of educational programs including associate degrees, transfer options, bachelor’s degrees, graduate programs, and career training. The college features over 200 degree and certificate programs across various fields such as Astronomy, Culinary Arts, and Nuclear Medicine Technology. In addition to academics, students can engage in numerous extracurricular activities, including clubs, volunteer projects, and cultural initiatives, which enhance their collegiate experience. The college also provides pre-college education, customized workforce training, and various cultural programs. To enroll, new students must complete an admissions application, placement testing, and attend an orientation session. Financial support is available through scholarships, federal grants, loans, and work-study programs for eligible students. The Macomb Community College Foundation manages an endowment fund to support the college’s strategic initiatives, funded through donor contributions and governed by a board of trustees.

Cloud9 Technologies

Series B in 2018
Cloud 9 Technologies is a cloud communications service provider. We provide high performance voice, messaging and collaboration services designed for the unique needs of distributed work groups and teams. We deliver our services from the cloud using software applications that leverage the internet and advanced WebRTC technologies. C9 Trader connects the institutional trading community with a voice and messaging solution designed especially for the financial markets. It provides a secure and compliant way to connect with your trading counterparties while eliminating the hassle and expense of legacy turret systems and private lines.

iNTENT Manifesto

Grant in 2018
iNTENT Manifesto an educational and investment platform based on good design, intent and investment to drive meaningful amounts of capital to women of color tech startups. iNTENT Manifesto believe that WoC founders represent an untapped market and present tremendous opportunities for individuals to support amazing women while building their personal wealth and wealth in communities of color. iNTENT Manifesto is here to educate, inform and raise awareness and support for WoC technology startups.They connect the dots and help people get excited about money, wealth and investing in themselves and the community of entrepreneurs.

Jio

Debt Financing in 2018
Reliance Jio Infocomm is a telecommunications company based in Mumbai, India, that offers a range of wireless telecom products and services, including voice, data, and messaging. The company utilizes Long-Term Evolution (LTE) technology to provide mobile and broadband services. In addition to its core offerings, Jio distributes smartphones and hotspot devices, enhancing connectivity options for consumers. Jio also invests in research and development across various fields such as blockchain, artificial intelligence, Internet of Things (IoT), data analytics, and next-generation cloud services. Its media services encompass a wide array of content, including recorded and live music, sports, television programs, movies, and events, catering to diverse entertainment needs.

Workspace Property Trust

Debt Financing in 2018
Workspace Property Trust is a privately held, vertically integrated, full service commercial real estate company specializing in ownership, management, leasing and development of office/flex space throughout the United States.

TouchBistro

Series D in 2018
TouchBistro, Inc. develops iPad-based point of sale (POS) solutions tailored for restaurants, cafes, bars, food trucks, and other food and beverage venues. The company offers a variety of specialized systems, including Restaurant POS for billing and payments, Food Truck POS for mobile operations, and Coffee Shop POS for efficient order management. TouchBistro's solutions enhance operational efficiency by allowing servers to take orders directly from customers and submit them instantly to the kitchen or bar, thereby reducing errors associated with traditional order entry methods. Additionally, the company provides a range of complementary products such as TouchBistro Reservations for guest management, cloud reporting and analytics tools, and a Kitchen Display system. Founded in 2010, TouchBistro is headquartered in New York, with an additional office in Toronto, and its products are available through the Apple App Store in the United States and internationally.

WinWin (Acquired)

Seed Round in 2018
WinWin has been acquired and repurposed.

Howard Hughes

Post in 2018
The Howard Hughes Corporation owns, manages and develops commercial, residential and mixed-use real estate throughout the country. Our company is comprised of master planned communities, operating properties, development opportunities and other unique assets spanning from New York to Hawaii. We have approximately 1,000 employees, over half of whom are dedicated to the growth and service of our master planned communities. The company's operating properties are primarily retail and include South Street Seaport (Manhattan, NY), various properties in Columbia Town Center (Columbia, MD), Landmark Mall (Alexandria, VA), The Outlet Collection at Riverwalk (New Orleans, LA), Cottonwood Square (Holladay, UT), Park West (Peoria, AZ) and Ward Centers (Honolulu, HI). Currently, several of the operating properties present significant opportunities for redevelopment. The company also has an exciting and diverse pipeline of strategic opportunities for near, mid and long-term development. These range from air rights and surface parking lots to aging properties poised for redevelopment. The Howard Hughes Corporation’s mission is to be the preeminent developer and operator of master planned communities and mixed-use properties. We create timeless places and memorable experiences that inspire people while driving sustainable, long-term growth and value for our shareholders.

Quality Systems

Post in 2018
Quality Systems Inc. and its subsidiary NextGen Healthcare Information Systems Inc. develop and market health-care information systems that automate medical and dental practices for physician hospital and management service organizations, ambulatory care centers, community health centers, and medical and dental schools. The company, based in Irvine, Calif., offers proprietary software under the NextGen3 name for keeping medical records (NextGenemr) and managing a medical practice (NextGenepm). Other NextGen software handles appointment scheduling, keeps a master patient index, and operates such devices as an image control system, a managed care server, an Internet-based data interchange with system interfaces, and a patient-centric and provider-centric Web portal solution. The company also provides NextGen Express for small practices, and NextGen Community Health Solution. In addition, Quality Systems offers hardware and software maintenance and support services, system training services, and electronic data interchange services, which connect patients, providers, and payers in various ways. Quality Systems was founded in 1974.

DigitalUndivided

Funding Round in 2018
digitalundivided (DID), a social enterprise founded in 2013, takes an innovative approach to economic empowerment by encouraging women of color (WOC) to own their economic security through entrepreneurship. Based in Atlanta, DID is the primary pipeline for WOC into innovation-focused entrepreneurship, helping founders raise over $25 million in outside funding. Their current programming is built upon the success of DID’s FOCUS Fellow (FF) program (2012-2014), which provided support for WOC entrepreneurs. FOCUS started as a day-long workshop in 2012 and expanded to a virtual accelerator program in 2014. In 2015, DID started the #ProjectDiane data initiative and use insights gained from the on-going project to build the BIG Incubator program and the BIG Innovation Center in Atlanta. The first cohort of BIG graduated in January 2017. The second BIG Cohort started in spring 2017.

Mosaic Smart Data

Private Equity Round in 2018
Mosaic Smart Data Limited operates an online platform that provides data analytics solutions tailored for capital market participants, specifically in the fixed income, currencies, and commodities (FICC) sectors. Founded in 2014 and based in London, the company consolidates various data sets to deliver real-time insights that enable trading, sales, and management teams to monitor their FICC operations at any level of detail. The platform integrates seamlessly with existing infrastructure, offering granular analysis of client trading flows across key metrics such as product, instrument, and venue. By transforming complex data into actionable intelligence, Mosaic Smart Data helps financial institutions navigate regulatory challenges and enhance business opportunities, ultimately empowering professionals to meet client needs effectively. The company operates as a subsidiary of JPMorgan Chase Holdings LLC.

Broadcom

Post in 2018
Broadcom is a global leader in semiconductor and infrastructure software solutions, headquartered in San Jose, California. The company designs and develops a wide range of analog and digital semiconductor devices, focusing on various markets, including wireless communications, wired infrastructure, industrial electronics, and consumer products. Its extensive portfolio features over 6,500 products, encompassing applications such as cellular phones, data networking, telecommunications equipment, and enterprise storage. In addition to its semiconductor activities, Broadcom has expanded into software, offering solutions in virtualization, infrastructure, and security for large enterprises, financial institutions, and government entities. With a history rooted in the technological legacy of AT&T/Bell Labs and several other prominent firms, Broadcom combines engineering excellence with a broad product range to serve successful companies worldwide. The firm is recognized as the sixth-largest semiconductor company globally and maintains a strong focus on innovation and operational efficiency to adapt to a rapidly changing market landscape.

EF Hutton

Post in 2018
E. F. Hutton Group, Inc. operates as a diversified financial services holding company. It offers various services, such as investment, recapitalization, and marketing of various American businesses. The company has interests in banking, insurance, leasing, municipal funding, mortgages, real estate services, stocks, bonds, and venture capital markets. E. F. Hutton Group was founded in 1904 and is based in New York.

Roostify

Series B in 2018
Roostify, Inc. is a digital mortgage platform that enhances the home lending experience for both borrowers and lenders. Founded in 2012 and headquartered in San Francisco, California, the company serves a diverse range of clients, including enterprise banks, independent brokers, and lending institutions. Roostify's platform streamlines the loan application process by digitizing the entire application-to-closing workflow, allowing users to easily share and track information, documents, and transactions. With the ability to process nearly $20 billion in loans monthly, Roostify aims to simplify and accelerate the lending experience, making it more efficient for all parties involved.

Menlo Security

Series C in 2017
Menlo Security, Inc. is a cybersecurity company that offers a cloud-based isolation platform designed to protect organizations from cyberattacks by eliminating malware threats from websites, documents, and emails. The platform safely executes all web content in the cloud, allowing users to interact with online resources without risk. Menlo Security serves a diverse clientele, including Fortune 500 companies and financial services institutions, through a network of resellers both in the United States and internationally. Founded in 2012 and headquartered in Mountain View, California, the company has expanded its operations across various regions, including North America, EMEA, Australia, New Zealand, Japan, APAC, and DACH. The firm has received backing from notable investors, indicating strong confidence in its innovative approach to cybersecurity.

ReversingLabs

Series A in 2017
ReversingLabs US Inc. specializes in cyber threat detection and analysis solutions, offering a suite of products designed to combat advanced threats and malware. Its flagship Titanium Platform accelerates the detection of harmful files through automated static analysis. The company’s offerings include TitaniumCore, which unpacks and classifies files for real-time applications, and TitaniumScale, which assesses files from various sources like web traffic and email. Additionally, TitaniumCloud provides threat intelligence services, including file reputation and threat classification, while A1000 facilitates threat hunting and investigations using the TitaniumCore engine. ReversingLabs' technologies enable deep inspection and automated analysis of content entering organizations, allowing security teams to identify and respond to potential threats effectively. Founded in 2009, ReversingLabs is headquartered in Cambridge, Massachusetts, with additional offices in Zurich, Zagreb, and Seoul.

Magic Leap

Series D in 2017
Magic Leap is a US-based startup specializing in augmented reality (AR) technology that aims to transform user interaction with digital devices. The company develops a mixed reality computing platform that merges the digital and physical worlds through advanced three-dimensional imagery. Its proprietary headset utilizes Dynamic Digitized Lightfield Signal technology to create images that are indistinguishable from real objects, seamlessly integrating them into the user's environment. By combining users' natural visual capabilities with mobile computing, Magic Leap offers a unique AR experience that redefines how individuals engage with screens and visualize data. The system is designed to harmonize with human senses, allowing for an immersive and visually cinematic interaction with digital content.

WePay

Acquisition in 2017
WePay, Inc. specializes in providing integrated payment solutions tailored for online platforms that facilitate transactions between users. Founded in 2008 and headquartered in Redwood City, California, with an additional office in Providence, Rhode Island, the company offers a comprehensive suite of services including merchant onboarding, payment processing, payouts, and risk management. WePay's solutions are designed to support a variety of platforms, including Software-as-a-Service businesses and crowdfunding sites, and include features for mobile payment options. The company also ensures compliance with regulatory standards and provides customer support integration, all at no additional cost. As a subsidiary of JPMorgan Chase & Co., WePay plays a significant role in the platform economy, enabling businesses to maintain trust and safety while managing transactions effectively.

Toys R Us Iberia

Debt Financing in 2017
Toys “R” Us Inc. is a leading toy and baby products retailer, offering a wide range of products globally. The company started off as a supermarket for children by Charles Lazarus in 1948 providing baby furniture. The company retails toys, clothing and baby products in over 1,700 stores around the world. The company employees over 70,000 people worldwide and reported over US$ 13 billion in revenue in 2013.

Ubisoft

Post in 2017
Ubisoft Entertainment SA, founded in 1986 by the Guillemot brothers, is a leading independent video game publisher headquartered in Montreuil, France. The company produces, publishes, and distributes video games for various platforms, including consoles, PCs, smartphones, and tablets, in both physical and digital formats globally. Ubisoft is known for its popular franchises, such as Assassin's Creed, Far Cry, Tom Clancy's Rainbow Six, and Just Dance. With a presence in 28 countries and sales in over 55 countries, Ubisoft employs a large network of developers across the world. The company also engages in online and mobile gaming and has ventured into the film business. Additionally, Ubisoft has a strategic partnership with Tencent, enhancing its reach and capabilities in the gaming market. Recently, Ubisoft has launched several high-profile titles, including Skull and Bones and Avatar: Frontiers of Pandora.

WeWork

Series A in 2017
WeWork, formerly known as The We Company, is a commercial real estate firm that specializes in providing flexible shared workspaces and office services primarily for entrepreneurs, startups, and small businesses. Founded in 2010 and headquartered in New York, the company transforms buildings into dynamic environments that foster creativity, collaboration, and productivity. Its offerings include a range of workplace solutions, such as private offices, shared workspaces, and on-demand access to workstations. Additionally, WeWork connects members with a variety of third-party services and resources to support their business needs. The company emphasizes inclusivity and community, aiming to create a vibrant network of professionals who can collaborate and innovate together. With locations in various global markets, including China, WeWork continues to adapt its services to meet the evolving demands of the modern workforce.

OVH SAS

Debt Financing in 2017
OVH SAS is an independent French company that specializes in web, dedicated, and cloud hosting solutions. Founded in 1999 by Octave Klaba and headquartered in France, OVH offers a comprehensive service portfolio that includes dedicated servers, mutual hosting, domain registration, and VOIP telephony services. The company serves a diverse range of clients, from startups and small to medium enterprises to large global corporations, delivering innovative and cost-effective cloud solutions. OVH operates a proprietary global fiber-optic network and green data centers, emphasizing technical expertise and customer service. The company's commitment to research and development, along with its end-to-end supply chain management, allows it to maintain competitive pricing and performance. Additionally, OVH has established a partnership with VMware, enhancing its offerings with solutions based on the Software-Defined Data Center, further solidifying its position as a leading internet hosting provider.

LevelUp

Venture Round in 2017
LevelUp is focused on creating advanced mobile experiences for over 200 brands across the United States, facilitating customer engagement and sales growth through a comprehensive platform. This platform includes a variety of features such as mobile rewards, payments, online ordering, customer relationship management, and loyalty programs. By consolidating data from in-store and online transactions, LevelUp enables merchants to design and execute targeted marketing campaigns that aim to boost customer spending and frequency. The company has established strategic partnerships with major organizations, providing restaurants access to a broader customer base beyond their own applications. LevelUp distinguishes itself by developing a mobile payment network that positions businesses to adapt to future changes in the mobile landscape.

WhistlePig

Debt Financing in 2017
WhistlePig, LLC, known as WhistlePig Whiskey, specializes in the production and sale of premium rye whiskey. Founded in 2007 by Raj P. Bhakta and renowned distiller Dave Pickerell, the company is based in Middlebury, Vermont. WhistlePig offers a diverse range of aged rye whiskeys, which are crafted from carefully selected raw materials and aged in its own distillery. The brand aims to provide an authentic whiskey experience, showcasing the bold flavors unique to rye. Its products are distributed through national retailers, online platforms, and various bars and restaurants, as well as state liquor stores in several states including Vermont, North Carolina, Washington, Oregon, Pennsylvania, and New Hampshire.

Dropbox

Debt Financing in 2017
Dropbox is a prominent provider of secure file sharing, collaboration, and storage solutions, catering primarily to individuals and small to medium-sized businesses. Founded in 2007 by Drew Houston and Arash Ferdowsi, Dropbox has established itself as a pioneer in cloud storage and cross-platform file syncing. The company is headquartered in San Francisco, California, and operates more than 12 offices globally. With 500 million registered users, Dropbox facilitates seamless collaboration through its platform, allowing users to work from any device and location. Additionally, Dropbox for Business offers enhanced features, including robust administrative controls and secure file sharing tailored for organizational needs. As the company evolves, it is diversifying its product offerings to extend beyond traditional cloud storage solutions.
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