Alternative Payments
Series A in 2025
Alternative Payments is a developer of a payment platform designed to streamline cash flow and enhance revenue for businesses. The company's offering includes a white-labeled B2B checkout infrastructure that integrates buy now, pay later technology. This platform caters to both small and medium-sized businesses (SMBs) and enterprise-level companies by providing a comprehensive web-based solution that facilitates faster payment processing. It enables end-customers to access a variety of payment options, such as net terms, credit cards, and wire transfers, thereby simplifying the payment experience and addressing the complexities associated with traditional payment methods.
Billd
Venture Round in 2024
Billd is a construction finance company based in Austin, Texas, that specializes in project-based financing for contractors. By partnering with regional and national suppliers across the United States, Billd provides short-term financing solutions that enable immediate payment to suppliers while allowing contractors to spread the cost of material purchases over time. This approach bridges the gap between purchasing construction materials and receiving payment from general contractors, offering financing terms that align with payment cycles for subcontractors and suppliers. With a typical four-month term for material purchases, Billd helps contractors overcome financial hurdles during projects and empowers suppliers to sell more materials with reduced risk.
Roots Automation
Series B in 2024
Roots Automation, Inc. is a company specializing in the development of digital coworkers that enhance operational efficiency within the insurance, healthcare, and financial sectors. Founded in 2018 and headquartered in New York, it leverages artificial intelligence and robotic process automation to streamline common business tasks. Its Agentic AI platform offers insurance-specific solutions that deliver rapid results, allowing clients to transition from complex workflows to more customer-focused activities. The company serves notable clients, including leading property and casualty carriers and top brokers, enabling them to improve service delivery. Additionally, Roots Automation has developed InsurGPT, a fine-tuned generative AI model tailored for the insurance industry, which enhances data extraction accuracy and reduces errors often associated with non-industry-specific models. Through its innovative technologies, Roots Automation aims to reduce operational costs and support the growth of its clients’ businesses.
VRGL
Venture Round in 2024
VRGL is a company that specializes in providing wealth management firms with advanced analytics and automated data extraction tools. Its platform is designed to enhance the client acquisition, proposal management, and retention processes for financial advisors. By enabling seamless aggregation of client investment data, VRGL allows advisors to deliver a comprehensive view of clients' investment portfolios. The technology offers a no-touch analytics package that helps advisors contextualize their investment offerings and demonstrate the value they add. Additionally, VRGL's software provides scoring of client and prospect portfolios based on key metrics such as performance, diversification, risk, taxes, and fees, thereby guiding advisors in formulating more effective investment strategies. Founded by pioneers in the institutional wealth management sector, VRGL aims to empower financial professionals with the insights needed to better serve their clients.
Yardstik
Venture Round in 2023
Yardstik is a background screening platform that streamlines the vetting process for organizations by offering a suite of screening, fraud, and compliance products. The company's API-first platform facilitates background and certification checks, allowing businesses to integrate human security seamlessly into their operations. By enhancing the efficiency of background checks, Yardstik enables clients to save time and resources while fostering trust and safety within their communities. The solutions provided by Yardstik are designed to support organizations in making informed hiring decisions and building healthier business environments.
d1g1t
Venture Round in 2023
d1g1t Inc., based in Toronto, Canada, is a company that develops a digital wealth management platform. This platform offers advanced, transparent portfolio management services to professional advisers and their individual investors. It leverages analytics and risk management tools to provide features such as client management, monitoring and managing the adviser's business growth, historical performance and future risk analysis, onboarding solutions, and portfolio tracking. The goal is to deepen the adviser-client relationship through personalized interaction.
Apkudo, Inc. is a technology company based in Baltimore, Maryland, founded in 2010, that specializes in solutions for managing the lifecycle of connected devices. The company provides a comprehensive platform that facilitates the efficient handling of mobile phones, tablets, laptops, and other electronics by automating processes such as certification, trade-in, recovery, resale, and device processing. Apkudo's Circular Industry Platform allows businesses to maximize the value of their devices while minimizing e-waste, offering decision-support and operational tools that ensure seamless transitions throughout a device’s lifecycle. By standardizing and optimizing the exchange of real-time data among stakeholders in the global device ecosystem, Apkudo enhances operational efficiencies and improves margins for original equipment manufacturers and mobile network operators.
Roots Automation
Series A in 2022
Roots Automation, Inc. is a company specializing in the development of digital coworkers that enhance operational efficiency within the insurance, healthcare, and financial sectors. Founded in 2018 and headquartered in New York, it leverages artificial intelligence and robotic process automation to streamline common business tasks. Its Agentic AI platform offers insurance-specific solutions that deliver rapid results, allowing clients to transition from complex workflows to more customer-focused activities. The company serves notable clients, including leading property and casualty carriers and top brokers, enabling them to improve service delivery. Additionally, Roots Automation has developed InsurGPT, a fine-tuned generative AI model tailored for the insurance industry, which enhances data extraction accuracy and reduces errors often associated with non-industry-specific models. Through its innovative technologies, Roots Automation aims to reduce operational costs and support the growth of its clients’ businesses.
VRGL is a company that specializes in providing wealth management firms with advanced analytics and automated data extraction tools. Its platform is designed to enhance the client acquisition, proposal management, and retention processes for financial advisors. By enabling seamless aggregation of client investment data, VRGL allows advisors to deliver a comprehensive view of clients' investment portfolios. The technology offers a no-touch analytics package that helps advisors contextualize their investment offerings and demonstrate the value they add. Additionally, VRGL's software provides scoring of client and prospect portfolios based on key metrics such as performance, diversification, risk, taxes, and fees, thereby guiding advisors in formulating more effective investment strategies. Founded by pioneers in the institutional wealth management sector, VRGL aims to empower financial professionals with the insights needed to better serve their clients.
Autobooks
Series C in 2022
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.
Token.io is a developer of payment infrastructure focused on facilitating frictionless account-to-account payments, particularly in Europe. The company's platform leverages open banking to provide a comprehensive solution for payment providers, enabling them to easily implement Pay by Bank as a core payment method. With access to over 567 million bank accounts across 21 countries, Token.io's infrastructure supports a seamless transition from traditional card payments to more innovative alternatives. The platform is designed for quick deployment and includes options for enhanced payment authentication, allowing providers to swiftly manage their Pay By Bank capabilities. Token.io's solutions are validated by a robust network of partners, including major financial institutions and payment processors, who collectively serve millions of merchants worldwide.
Infinicept
Venture Round in 2022
Infinicept, Inc. is a technology company based in Denver, Colorado, that specializes in providing a comprehensive suite of automated services tailored for payment facilitators. Founded in 2014 by industry veterans, the company offers an agnostic framework that allows businesses to integrate their payment solutions with various banks, gateways, and customer relationship management systems. Infinicept's platform facilitates key operations such as merchant applications, underwriting, onboarding, funding, reporting, and customer service. By enabling companies to manage their payment processes independently, Infinicept empowers them to enhance their product offerings, monetize payment services, and foster stronger relationships with their clients. The company's solutions aim to streamline operational functions and unlock new revenue opportunities within the rapidly evolving payments landscape.
Apkudo
Venture Round in 2022
Apkudo, Inc. is a technology company based in Baltimore, Maryland, founded in 2010, that specializes in solutions for managing the lifecycle of connected devices. The company provides a comprehensive platform that facilitates the efficient handling of mobile phones, tablets, laptops, and other electronics by automating processes such as certification, trade-in, recovery, resale, and device processing. Apkudo's Circular Industry Platform allows businesses to maximize the value of their devices while minimizing e-waste, offering decision-support and operational tools that ensure seamless transitions throughout a device’s lifecycle. By standardizing and optimizing the exchange of real-time data among stakeholders in the global device ecosystem, Apkudo enhances operational efficiencies and improves margins for original equipment manufacturers and mobile network operators.
Global Processing Services
Private Equity Round in 2022
Global Processing Services Limited is a payments processor that specializes in managing credit, debit, and prepaid card transactions on a global scale. Founded in 2007 and headquartered in Douglas, Isle of Man, the company has developed the GPS Apex platform, which serves as an integrated global processing solution. This proprietary technology facilitates secure and reliable transaction processing while enabling fintech companies to innovate within the payments industry. The GPS Apex platform integrates with various stakeholders, including clients, issuers, program managers, and card manufacturers, thereby enhancing the overall efficiency and effectiveness of payment processing.
iDonate LLC is a Texas-based company that specializes in developing web-based donation software for nonprofit organizations. Founded in 2008, iDonate offers a range of services that empower nonprofits to enhance their fundraising capabilities. Its platform allows donors to contribute both cash and non-cash items, such as vehicles, stocks, and real estate, through easy-to-configure donation pages. iDonate's solutions include a Digital Giving Suite and a Giving Management Suite, which facilitate digital marketing and donor engagement. The platform also features an in-built A/B testing tool, enabling nonprofits to optimize their fundraising strategies effectively. Trusted by numerous organizations, iDonate focuses on providing a donor-centric experience that helps nonprofits increase their digital fundraising revenue.
Behalf
Venture Round in 2021
Behalf, Inc. is a financing provider based in New York, established in 2011, with an additional office in Tel Aviv, Israel. The company specializes in facilitating commerce between business-to-business merchants and their customers by offering automated payment solutions, including instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes or online checkout systems, allowing business customers to access financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances their sales and cash flow, while also enabling small businesses to manage their operational efficiency through short-term financing and flexible repayment options.
Demyst
Funding Round in 2021
Demyst is a technology company that specializes in data management solutions for financial institutions. It develops a cloud-based platform designed to integrate, centralize, and structure diverse data sources through a single interface. This platform enables businesses to streamline their workflows, enhance decision-making processes, and ensure regulatory compliance by orchestrating information across multiple sources effectively.
d1g1t
Venture Round in 2021
d1g1t Inc., based in Toronto, Canada, is a company that develops a digital wealth management platform. This platform offers advanced, transparent portfolio management services to professional advisers and their individual investors. It leverages analytics and risk management tools to provide features such as client management, monitoring and managing the adviser's business growth, historical performance and future risk analysis, onboarding solutions, and portfolio tracking. The goal is to deepen the adviser-client relationship through personalized interaction.
Autobooks
Series B in 2021
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.
Syncapay
Private Equity Round in 2020
Syncapay, Inc. is a holding company based in Plano, Texas, that specializes in acquiring and managing high-growth companies in the digital payments sector through its subsidiary, daVinci Payments, Inc. Established in 2017, Syncapay offers a range of digital payment solutions, including virtual prepaid cards, classic prepaid options, disbursement services, real-time funding, and application programming interface integration. The company's strategy involves leveraging synergies among its portfolio companies to enhance innovation and competitiveness in the market. Syncapay’s expertise stems from its leadership's background with influential firms in the payments industry, and it seeks to expand its influence by acquiring companies that provide or facilitate payment solutions to consumers and businesses globally. The company made its first acquisition in late 2017 by purchasing Swift Prepaid Solutions, marking the beginning of its growth in the financial technology landscape.
Infinicept
Venture Round in 2020
Infinicept, Inc. is a technology company based in Denver, Colorado, that specializes in providing a comprehensive suite of automated services tailored for payment facilitators. Founded in 2014 by industry veterans, the company offers an agnostic framework that allows businesses to integrate their payment solutions with various banks, gateways, and customer relationship management systems. Infinicept's platform facilitates key operations such as merchant applications, underwriting, onboarding, funding, reporting, and customer service. By enabling companies to manage their payment processes independently, Infinicept empowers them to enhance their product offerings, monetize payment services, and foster stronger relationships with their clients. The company's solutions aim to streamline operational functions and unlock new revenue opportunities within the rapidly evolving payments landscape.
Venminder
Series C in 2020
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder offers a cloud-based solution that enables organizations to assess, monitor, and manage risks associated with third-party vendors. The platform includes various modules for vendor profile management, contract management, risk assessments, and compliance oversight. Additionally, Venminder provides services such as document collection, financial statement analysis, security reviews, and vendor monitoring. The company's offerings cater to a diverse range of industries, including financial services, insurance, healthcare, educational institutions, and retail. Previously known as Digital Comply, Inc., Venminder rebranded in April 2016 to better reflect its focus on vendor risk management.
Apkudo, Inc. is a technology company based in Baltimore, Maryland, founded in 2010, that specializes in solutions for managing the lifecycle of connected devices. The company provides a comprehensive platform that facilitates the efficient handling of mobile phones, tablets, laptops, and other electronics by automating processes such as certification, trade-in, recovery, resale, and device processing. Apkudo's Circular Industry Platform allows businesses to maximize the value of their devices while minimizing e-waste, offering decision-support and operational tools that ensure seamless transitions throughout a device’s lifecycle. By standardizing and optimizing the exchange of real-time data among stakeholders in the global device ecosystem, Apkudo enhances operational efficiencies and improves margins for original equipment manufacturers and mobile network operators.
Behalf, Inc. is a financing provider based in New York, established in 2011, with an additional office in Tel Aviv, Israel. The company specializes in facilitating commerce between business-to-business merchants and their customers by offering automated payment solutions, including instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes or online checkout systems, allowing business customers to access financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances their sales and cash flow, while also enabling small businesses to manage their operational efficiency through short-term financing and flexible repayment options.
Brightfield
Series A in 2019
Brightfield Strategies, LLC is a consulting firm that specializes in contingent workforce management, providing a range of services in modeling, analytics, and management consulting. Founded in 2006 and based in New York, the company offers solutions that include rate modeling, workforce mix modeling, performance assessments, strategic sourcing, labor and employment law compliance, and contract analysis. Additionally, Brightfield delivers governance, risk, and compliance services, including audits and training. The firm also operates the Talent Data Exchange, a platform designed for data analytics and aggregation. Brightfield serves a diverse clientele across various industries, including banking, pharmaceuticals, healthcare, insurance, and technology, helping organizations standardize their human capital policies and improve operational efficiency.
Tethr
Venture Round in 2019
Tethr is a company that specializes in providing an AI-driven communications intelligence platform designed to enhance enterprise decision-making by harnessing the Voice of the Customer. By analyzing customer interactions from various communication channels, including phone calls and chats, Tethr extracts valuable insights that help organizations understand customer sentiment and behavior. With a foundation built on over a decade of best-practice customer experience research, Tethr equips businesses to measure key performance indicators that affect sales, customer loyalty, operating costs, compliance, and risk management. The platform enables organizations to share these insights across their teams, fostering a culture of informed decision-making that directly impacts overall business performance.
Demyst is a technology company that specializes in data management solutions for financial institutions. It develops a cloud-based platform designed to integrate, centralize, and structure diverse data sources through a single interface. This platform enables businesses to streamline their workflows, enhance decision-making processes, and ensure regulatory compliance by orchestrating information across multiple sources effectively.
Venminder
Series B in 2019
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder offers a cloud-based solution that enables organizations to assess, monitor, and manage risks associated with third-party vendors. The platform includes various modules for vendor profile management, contract management, risk assessments, and compliance oversight. Additionally, Venminder provides services such as document collection, financial statement analysis, security reviews, and vendor monitoring. The company's offerings cater to a diverse range of industries, including financial services, insurance, healthcare, educational institutions, and retail. Previously known as Digital Comply, Inc., Venminder rebranded in April 2016 to better reflect its focus on vendor risk management.
Alkami Technology, Inc. is a provider of cloud-based digital banking solutions tailored for credit unions and banks. The company offers the ORB Platform, a comprehensive Software-as-a-Service solution that facilitates retail and business banking features including account aggregation, person-to-person payments, payroll management, and analytics. Alkami's platform enhances user onboarding, engagement, and account servicing, allowing financial institutions to improve operational efficiency and drive revenue growth. Additionally, it includes integrated mobile banking solutions, a content management system for personalized marketing, and the flexibility to incorporate third-party solutions. Founded in 2007 and headquartered in Plano, Texas, Alkami was previously known as iThryv, LLC before rebranding in 2010.
DivvyCloud
Series B in 2019
DivvyCloud Corporation develops a cloud automation platform that enables enterprise customers to automate the management of security, compliance, and governance risks in public cloud and container environments. Founded in 2012 and based in Arlington, Virginia, the company provides solutions to protect against misconfigurations, policy violations, threats, and identity and access management challenges. DivvyCloud's platform offers features such as real-time remediation and consolidated visibility across various public and private cloud environments, enhancing the management of IT resources. By automating policy application and enabling proactive problem resolution, DivvyCloud helps organizations maintain continuous security and compliance, allowing them to fully leverage the advantages of cloud technology. As of May 2020, DivvyCloud operates as a subsidiary of Rapid7 LLC.
Featurespace
Venture Round in 2019
Featurespace is a leading company specializing in enterprise financial crime prevention, focusing on fraud and anti-money laundering solutions. The company has developed innovative technologies, including Adaptive Behavioral Analytics and Automated Deep Behavioral Networks, which are integrated into its ARIC platform. This real-time machine learning software assesses risk and monitors customer data across more than 180 countries, allowing financial institutions to detect suspicious activities and mitigate fraud in real-time. The ARIC Risk Hub employs advanced anomaly detection techniques to help organizations identify and respond to emerging fraud threats while ensuring legitimate customer transactions are not hindered. With over 30 major global financial institutions utilizing its platform, Featurespace aims to enhance fraud management, improve customer satisfaction, and drive revenue growth for its clients.
Bridge Financial Technology
Series A in 2019
Bridge Financial Technology Inc. is a Chicago-based company founded in 2015 that specializes in providing automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech firms. The company's flagship product, the Atlas platform, offers a comprehensive suite of features including portfolio accounting, management tools, billing, invoicing, performance aggregation, a client portal, and efficient file sharing services. By focusing on the unique needs of fiduciary advisors, Bridge Financial Technology enables its clients to streamline their office operations and investment management processes. This technological support helps RIAs enhance their competitive edge, expand their client base, and reduce operational costs, thereby promoting greater accessibility to fiduciary financial advice.
Venminder
Series B in 2018
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder offers a cloud-based solution that enables organizations to assess, monitor, and manage risks associated with third-party vendors. The platform includes various modules for vendor profile management, contract management, risk assessments, and compliance oversight. Additionally, Venminder provides services such as document collection, financial statement analysis, security reviews, and vendor monitoring. The company's offerings cater to a diverse range of industries, including financial services, insurance, healthcare, educational institutions, and retail. Previously known as Digital Comply, Inc., Venminder rebranded in April 2016 to better reflect its focus on vendor risk management.
Bento for Business
Series B in 2018
Bento for Business is a fintech company based in San Francisco and Chicago, dedicated to providing small and medium-sized businesses (SMBs) with a comprehensive financial operating platform. The company's mission is to empower SMBs to achieve their vision by offering tools that enhance employee empowerment and customer value. Bento's platform enables businesses to issue payment credentials securely, giving them unprecedented control and visibility over company expenses through virtual and corporate cards, along with feature-rich management tools. These solutions help eliminate fraud and reduce administrative overhead. The company also offers open APIs and White Label partnerships to automate payments beyond just employee expenses. Led by experienced executives from top-tier technology and financial services companies, Bento is well-funded by leading financial technology venture capitalists.
Alkami Technology, Inc. is a provider of cloud-based digital banking solutions tailored for credit unions and banks. The company offers the ORB Platform, a comprehensive Software-as-a-Service solution that facilitates retail and business banking features including account aggregation, person-to-person payments, payroll management, and analytics. Alkami's platform enhances user onboarding, engagement, and account servicing, allowing financial institutions to improve operational efficiency and drive revenue growth. Additionally, it includes integrated mobile banking solutions, a content management system for personalized marketing, and the flexibility to incorporate third-party solutions. Founded in 2007 and headquartered in Plano, Texas, Alkami was previously known as iThryv, LLC before rebranding in 2010.
Syncapay
Venture Round in 2017
Syncapay, Inc. is a holding company based in Plano, Texas, that specializes in acquiring and managing high-growth companies in the digital payments sector through its subsidiary, daVinci Payments, Inc. Established in 2017, Syncapay offers a range of digital payment solutions, including virtual prepaid cards, classic prepaid options, disbursement services, real-time funding, and application programming interface integration. The company's strategy involves leveraging synergies among its portfolio companies to enhance innovation and competitiveness in the market. Syncapay’s expertise stems from its leadership's background with influential firms in the payments industry, and it seeks to expand its influence by acquiring companies that provide or facilitate payment solutions to consumers and businesses globally. The company made its first acquisition in late 2017 by purchasing Swift Prepaid Solutions, marking the beginning of its growth in the financial technology landscape.
Tethr is a company that specializes in providing an AI-driven communications intelligence platform designed to enhance enterprise decision-making by harnessing the Voice of the Customer. By analyzing customer interactions from various communication channels, including phone calls and chats, Tethr extracts valuable insights that help organizations understand customer sentiment and behavior. With a foundation built on over a decade of best-practice customer experience research, Tethr equips businesses to measure key performance indicators that affect sales, customer loyalty, operating costs, compliance, and risk management. The platform enables organizations to share these insights across their teams, fostering a culture of informed decision-making that directly impacts overall business performance.
RevolutionCredit
Seed Round in 2017
RevolutionCredit, Inc. is a behavioral data and analytics firm specializing in consumer credit solutions. Founded in 2012 and based in Irvine, California, the company provides innovative products designed to enhance the credit decision-making process. Its flagship solution, BeyondMyScore, generates predictive behavioral signals from consumers at the point of transaction, allowing creditors to refine their acquisition and account management strategies across various credit risk levels. Additionally, RevolutionCredit offers BackOnTrack, a solution that employs behavioral science to improve collections outcomes for consumer creditors. By delivering real-time behavioral scores, RevolutionCredit aids lenders in effectively risk-segmenting consumers and promoting positive financial behaviors.
DivvyCloud
Series A in 2017
DivvyCloud Corporation develops a cloud automation platform that enables enterprise customers to automate the management of security, compliance, and governance risks in public cloud and container environments. Founded in 2012 and based in Arlington, Virginia, the company provides solutions to protect against misconfigurations, policy violations, threats, and identity and access management challenges. DivvyCloud's platform offers features such as real-time remediation and consolidated visibility across various public and private cloud environments, enhancing the management of IT resources. By automating policy application and enabling proactive problem resolution, DivvyCloud helps organizations maintain continuous security and compliance, allowing them to fully leverage the advantages of cloud technology. As of May 2020, DivvyCloud operates as a subsidiary of Rapid7 LLC.
Katapult
Venture Round in 2017
FinServ Acquisition is a blank check company established in 2019 and based in New York. The firm does not have significant operations of its own; instead, it aims to pursue a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or a similar business combination with one or more businesses. While the company has the flexibility to target various industries, it intends to primarily focus on opportunities within the financial services sector and technology services that support this industry.
Solovis, Inc. is a technology company that specializes in investment management software, providing portfolio analysis and reporting solutions tailored for institutional investors. Founded in 2013 and based in Irving, Texas, Solovis offers a cloud-based platform designed for multi-asset class portfolio management, enabling clients such as endowments, foundations, pensions, and family offices to effectively collect and aggregate investment data. The platform facilitates real-time performance analysis, liquidity forecasting, and cash flow modeling, allowing users to gain insights and make informed decisions regarding their investments. Solovis empowers its clients with comprehensive tools for dynamic data modeling and transparent reporting, enhancing the management of complex investment structures. As of 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.
Katapult
Debt Financing in 2017
FinServ Acquisition is a blank check company established in 2019 and based in New York. The firm does not have significant operations of its own; instead, it aims to pursue a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or a similar business combination with one or more businesses. While the company has the flexibility to target various industries, it intends to primarily focus on opportunities within the financial services sector and technology services that support this industry.
GAN Integrity
Series A in 2017
GAN Integrity Inc. is a technology company that specializes in cloud-based compliance management software, designed to help organizations worldwide enhance their ethical practices and streamline compliance processes. Established in 2004 and headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark, the company offers a comprehensive suite of tools for managing compliance programs. Its software includes modules for risk assessment, policy management, training management, due diligence, and monitoring and reporting. These features enable companies to effectively manage policies, conduct thorough risk assessments, deliver training in multiple languages, and generate accurate compliance reports. Furthermore, GAN Integrity's platform supports workflow automation and centralized approval processes, simplifying tasks such as gift approvals and document management. By engaging employees and stakeholders in ethical business practices, GAN Integrity aims to transform compliance efforts, reduce corporate risk, and increase operational efficiency.
Clip
Venture Round in 2017
Clip is transforming card acceptance in Mexico by providing portable card-reading hardware and a digital payment platform that enables businesses to accept all credit and debit cards, including contactless payments. The company's solutions allow businesses to turn smartphones or tablets into card terminals, facilitating seamless transactions without the need for complicated paperwork or monthly fees. By focusing on empowering Mexican businesses, Clip helps them increase sales and grow by offering a user-friendly application that simplifies payment acceptance. This approach positions Clip as a vital ally for merchants seeking efficient and accessible payment solutions.
Demyst is a technology company that specializes in data management solutions for financial institutions. It develops a cloud-based platform designed to integrate, centralize, and structure diverse data sources through a single interface. This platform enables businesses to streamline their workflows, enhance decision-making processes, and ensure regulatory compliance by orchestrating information across multiple sources effectively.
Behalf, Inc. is a financing provider based in New York, established in 2011, with an additional office in Tel Aviv, Israel. The company specializes in facilitating commerce between business-to-business merchants and their customers by offering automated payment solutions, including instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes or online checkout systems, allowing business customers to access financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances their sales and cash flow, while also enabling small businesses to manage their operational efficiency through short-term financing and flexible repayment options.
Deko
Venture Round in 2016
Deko is a technology company that specializes in connecting lenders and merchants to facilitate consumer financing. Its innovative multi-lender platform provides point of sale credit options that can be accessed online, in-store, or via email. By offering flexible financing solutions, Deko enables merchants to enhance customer experiences and drive sales. The company's technology is designed to deliver ethical and responsible financing options, ensuring that consumers receive the right financial support at the right time. Trusted by various leading retailers and lenders, Deko has established itself as a profitable and impactful player in the financial technology sector.
Cloudamize
Convertible Note in 2016
Cloudamize, Inc. is a company that specializes in developing a SaaS platform focused on cloud computing analytics. Founded in 2011 and based in Philadelphia, Pennsylvania, Cloudamize offers tools for real-time analysis of cloud usage data, covering critical areas such as spending, performance, security, and availability. Its platform aids businesses in optimizing their cloud resources, leading to significant cost savings and enhanced performance. By employing predictive analytics, Cloudamize provides actionable recommendations for right-sizing and right-pricing cloud infrastructure, facilitating informed decision-making during cloud migration and management. Additionally, the platform includes comprehensive monitoring features that deliver targeted alerts, detailed system metrics, and insights into the root causes of performance issues, thereby simplifying the complexities of cloud deployment and management.
Solovis
Venture Round in 2016
Solovis, Inc. is a technology company that specializes in investment management software, providing portfolio analysis and reporting solutions tailored for institutional investors. Founded in 2013 and based in Irving, Texas, Solovis offers a cloud-based platform designed for multi-asset class portfolio management, enabling clients such as endowments, foundations, pensions, and family offices to effectively collect and aggregate investment data. The platform facilitates real-time performance analysis, liquidity forecasting, and cash flow modeling, allowing users to gain insights and make informed decisions regarding their investments. Solovis empowers its clients with comprehensive tools for dynamic data modeling and transparent reporting, enhancing the management of complex investment structures. As of 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.
FactorTrust
Private Equity Round in 2015
FactorTrust, The Alternative Credit Bureau, helps lenders manage the credit lifecycle of underbanked consumers using unique alternative credit information not available from the Big Three bureaus, enabling them to offer non-prime consumers the credit they deserve. Leveraging the company’s credit information, lenders can more accurately predict future borrowing behavior, credit performance and risk scoring for this growing segment. FactorTrust’s team of predictive analytics specialists, statisticians, and financial industry experts has delivered unique data and valuable insight to lenders throughout the U.S. and the U.K. for nearly ten years.
OneTwoSee
Debt Financing in 2015
OneTwoSee is a Philadelphia-based company specializing in the development of sports game-centers that enhance fan engagement through the integration of live statistics, game data, advanced analytics, and social media. The company offers a third-generation technology platform that provides white-labeled products, allowing clients to seamlessly incorporate these features into their own branded websites and applications across various devices, including PCs, tablets, smartphones, and smart TVs. OneTwoSee’s licensed offerings cover major collegiate and professional sports, enabling partners such as sports networks, publishers, and consumer electronics firms to effectively engage their audiences and monetize their content through new advertising and sponsorship opportunities. The platform is designed for ease of integration, ensuring that customers can achieve immediate returns on investment.
Frontline Selling (acquisition)
Series A in 2015
PeopleLinx, Inc. operates a social business profile optimization platform that helps employees enhance their online presence and credibility. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, the company provides a gamified solution that enables sales professionals to build relationships, attract qualified leads, and engage connections through targeted content. Its platform integrates with customer relationship management (CRM) systems, allowing users to track the impact of their activities and measure results effectively. Catering to various industries, including banking, insurance, legal, technology, and professional services, PeopleLinx serves a diverse clientele that includes notable organizations such as Comcast, Dechert LLP, and Marriott. As of 2017, PeopleLinx operates as a subsidiary of Frontline Selling.
Behalf, Inc. is a financing provider based in New York, established in 2011, with an additional office in Tel Aviv, Israel. The company specializes in facilitating commerce between business-to-business merchants and their customers by offering automated payment solutions, including instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes or online checkout systems, allowing business customers to access financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances their sales and cash flow, while also enabling small businesses to manage their operational efficiency through short-term financing and flexible repayment options.
Cloudamize
Convertible Note in 2015
Cloudamize, Inc. is a company that specializes in developing a SaaS platform focused on cloud computing analytics. Founded in 2011 and based in Philadelphia, Pennsylvania, Cloudamize offers tools for real-time analysis of cloud usage data, covering critical areas such as spending, performance, security, and availability. Its platform aids businesses in optimizing their cloud resources, leading to significant cost savings and enhanced performance. By employing predictive analytics, Cloudamize provides actionable recommendations for right-sizing and right-pricing cloud infrastructure, facilitating informed decision-making during cloud migration and management. Additionally, the platform includes comprehensive monitoring features that deliver targeted alerts, detailed system metrics, and insights into the root causes of performance issues, thereby simplifying the complexities of cloud deployment and management.
Ingo Money
Venture Round in 2015
Ingo Money, Inc. is a financial technology company based in Alpharetta, Georgia, that specializes in digital payment solutions. Founded in 2001 and formerly known as CHEXAR Networks, Inc., Ingo Money provides a mobile application that allows users to cash various types of checks, including paychecks and personal checks, directly from their devices. The company offers several services, including Ingo Push, which provides instant loan proceeds to small businesses; Ingo Check, a service for digital disbursements; and Ingo Cash, which enables users to convert cash into real-time digital deposits and payments. Additionally, Ingo Money QuickConnect allows businesses to offer instant payments through push-to-card options. With a mission to digitize paper checks and facilitate safe-to-spend funds, Ingo Money serves a wide range of clients, including fintech companies, banks, and other businesses, enhancing the overall payment experience while reducing costs and delays.
Cloudamize
Convertible Note in 2014
Cloudamize, Inc. is a company that specializes in developing a SaaS platform focused on cloud computing analytics. Founded in 2011 and based in Philadelphia, Pennsylvania, Cloudamize offers tools for real-time analysis of cloud usage data, covering critical areas such as spending, performance, security, and availability. Its platform aids businesses in optimizing their cloud resources, leading to significant cost savings and enhanced performance. By employing predictive analytics, Cloudamize provides actionable recommendations for right-sizing and right-pricing cloud infrastructure, facilitating informed decision-making during cloud migration and management. Additionally, the platform includes comprehensive monitoring features that deliver targeted alerts, detailed system metrics, and insights into the root causes of performance issues, thereby simplifying the complexities of cloud deployment and management.
Frontline Selling (acquisition)
Series A in 2014
PeopleLinx, Inc. operates a social business profile optimization platform that helps employees enhance their online presence and credibility. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, the company provides a gamified solution that enables sales professionals to build relationships, attract qualified leads, and engage connections through targeted content. Its platform integrates with customer relationship management (CRM) systems, allowing users to track the impact of their activities and measure results effectively. Catering to various industries, including banking, insurance, legal, technology, and professional services, PeopleLinx serves a diverse clientele that includes notable organizations such as Comcast, Dechert LLP, and Marriott. As of 2017, PeopleLinx operates as a subsidiary of Frontline Selling.
Deko is a technology company that specializes in connecting lenders and merchants to facilitate consumer financing. Its innovative multi-lender platform provides point of sale credit options that can be accessed online, in-store, or via email. By offering flexible financing solutions, Deko enables merchants to enhance customer experiences and drive sales. The company's technology is designed to deliver ethical and responsible financing options, ensuring that consumers receive the right financial support at the right time. Trusted by various leading retailers and lenders, Deko has established itself as a profitable and impactful player in the financial technology sector.
OneTwoSee
Venture Round in 2014
OneTwoSee is a Philadelphia-based company specializing in the development of sports game-centers that enhance fan engagement through the integration of live statistics, game data, advanced analytics, and social media. The company offers a third-generation technology platform that provides white-labeled products, allowing clients to seamlessly incorporate these features into their own branded websites and applications across various devices, including PCs, tablets, smartphones, and smart TVs. OneTwoSee’s licensed offerings cover major collegiate and professional sports, enabling partners such as sports networks, publishers, and consumer electronics firms to effectively engage their audiences and monetize their content through new advertising and sponsorship opportunities. The platform is designed for ease of integration, ensuring that customers can achieve immediate returns on investment.
CloudMine
Debt Financing in 2014
CloudMine is a developer of a mobile backend-as-a-service (mBaaS) platform focused on enhancing healthcare mobility and patient health. The platform offers object-based data storage, file storage modules, and capabilities for sending push notifications, facilitating effective communication with users. By operationalizing data through application development, analytics, and workflows, CloudMine enables healthcare and life science organizations to create secure, interoperable, and scalable applications more efficiently and at a reduced cost. The company's managed mobility solution also accelerates app development by 70% and eliminates the need for ongoing maintenance and management, providing a standardized mobility platform with IT-approved tools across various business units.
Cloudamize
Convertible Note in 2013
Cloudamize, Inc. is a company that specializes in developing a SaaS platform focused on cloud computing analytics. Founded in 2011 and based in Philadelphia, Pennsylvania, Cloudamize offers tools for real-time analysis of cloud usage data, covering critical areas such as spending, performance, security, and availability. Its platform aids businesses in optimizing their cloud resources, leading to significant cost savings and enhanced performance. By employing predictive analytics, Cloudamize provides actionable recommendations for right-sizing and right-pricing cloud infrastructure, facilitating informed decision-making during cloud migration and management. Additionally, the platform includes comprehensive monitoring features that deliver targeted alerts, detailed system metrics, and insights into the root causes of performance issues, thereby simplifying the complexities of cloud deployment and management.
Frontline Selling (acquisition)
Series A in 2013
PeopleLinx, Inc. operates a social business profile optimization platform that helps employees enhance their online presence and credibility. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, the company provides a gamified solution that enables sales professionals to build relationships, attract qualified leads, and engage connections through targeted content. Its platform integrates with customer relationship management (CRM) systems, allowing users to track the impact of their activities and measure results effectively. Catering to various industries, including banking, insurance, legal, technology, and professional services, PeopleLinx serves a diverse clientele that includes notable organizations such as Comcast, Dechert LLP, and Marriott. As of 2017, PeopleLinx operates as a subsidiary of Frontline Selling.
Accurate Group
Private Equity Round in 2012
Accurate Group Holdings, Inc., established in 2003 and headquartered in Cleveland, Ohio, specializes in providing real estate transaction services to the financial services industry. The company offers a range of services, including appraisal management, title services, and loan due diligence solutions, catering to real estate finance providers and mortgage lending clients. Its technology-driven appraisal management platform ensures compliance across various types of real estate loans, from mortgage originations to default servicing. Additionally, Accurate Group provides alternative valuations, streamlined title services, and real estate valuation solutions to support its clients' needs.