Forge Global is a private securities marketplace that serves the complex and emerging needs of the private market ecosystem by forging new connections through its technology, data, and expertise. Founded in 2014, the firm empowers investors and shareholders by facilitating liquidity in the private markets.
Forge is backed by top Silicon Valley investors and large, global institutions including Deutsche Börse, Temasek, Wells Fargo, BNP Paribas, FT Partners, Draper Associates, Peter Thiel, Munich Re Ventures, and LUN Partners Group.
Extole
Convertible Note in 2017
Extole offers an enterprise referral platform that enables brands to launch, measure, and optimize refer-a-friend marketing programs. With over 300 successful implementations, Extole's solution helps drive significant new customer acquisition by leveraging first-party data and social network insights.
SharesPost
Convertible Note in 2017
SharesPost, Inc., established in 2009 and headquartered in San Francisco, operates an online platform connecting investors with late-stage, venture-backed companies and their shareholders. The company specializes in facilitating secondary market transactions, providing liquidity to shareholders, and raising primary capital for these companies. Additionally, SharesPost offers data feed services and third-party research to support informed investment decisions. The platform has facilitated over $4 billion in transactions involving more than 200 leading technology companies. SharesPost has strategic partnerships with several financial institutions and research providers, including U.S. Bancorp and Bloomberg.
Sensibill
Series A in 2017
Sensibill Inc., established in Toronto, Canada in 2012, operates a cloud-based application that helps users manage and track their spending via receipts. The company's AI-powered platform enables end-users to easily monitor their financial habits while providing financial institutions with personalized insights to assist customers in building healthier finances. Sensibill has reached over 60 million users across North America and the U.K., transforming SKU-level data into actionable insights for both consumers and institutions.
Harvest Savings & Wealth Technologies
Venture Round in 2015
Harvest Savings & Wealth Technologies Inc. is a technology company focused on developing digital solutions for the financial sector. Established in 2012 and based in Larkspur, California, the company offers a variety of tools aimed at assisting banks, credit unions, and other financial institutions in enhancing their client services. Its key products include Goalkeeper, a goals-based savings technology; Signals, which integrates with core financial systems to provide valuable actions; Jumpstart, a digital account opening solution; and Automate, which guides clients through their wealth management journeys. By providing integrated and innovative savings and wealth management solutions, Harvest Savings & Wealth Technologies helps financial institutions deliver comprehensive and efficient services tailored to their customers' financial needs. The company, formerly known as Trizic, Inc., changed its name in September 2019 to better reflect its mission.
AlphaClone
Series A in 2015
AlphaClone is an investment advisory and research firm based in San Francisco, California, founded in 2008. The company specializes in providing long-term investors with access to alpha-generating stock ideas and investment strategies through a method known as "cloning." This approach leverages public disclosures from institutional investors, particularly hedge funds, to construct and backtest equity investment strategies. By offering managed accounts and exchange-traded funds, AlphaClone aims to assist clients in making informed investment decisions and regaining control over their investment portfolios.
Harvest Savings & Wealth Technologies
Seed Round in 2015
Harvest Savings & Wealth Technologies Inc. is a technology company focused on developing digital solutions for the financial sector. Established in 2012 and based in Larkspur, California, the company offers a variety of tools aimed at assisting banks, credit unions, and other financial institutions in enhancing their client services. Its key products include Goalkeeper, a goals-based savings technology; Signals, which integrates with core financial systems to provide valuable actions; Jumpstart, a digital account opening solution; and Automate, which guides clients through their wealth management journeys. By providing integrated and innovative savings and wealth management solutions, Harvest Savings & Wealth Technologies helps financial institutions deliver comprehensive and efficient services tailored to their customers' financial needs. The company, formerly known as Trizic, Inc., changed its name in September 2019 to better reflect its mission.
BaseVenture
Seed Round in 2015
BaseVenture is an award-winning software company that specializes in developing innovative solutions for the alternative investment industry. The company offers a digital fund management platform designed to simplify and modernize the administration of private funds. By streamlining, interconnecting, and automating essential middle and back-office functions, BaseVenture enables fund administrators, private banks, and fund managers to enhance operational efficiency and focus on driving growth for their clients and investors. Through its solutions in financial reporting, data visualization, and process management, BaseVenture aims to improve investor satisfaction and facilitate smarter investment decisions.
Digit, Inc. is a financial technology company based in San Francisco, California, that specializes in a mobile application designed to help users manage their finances effectively. Founded in 2012, the app analyzes users' spending habits and automatically saves a tailored amount of money each day, based on their income and expenditure patterns. By utilizing machine learning and insights from behavioral psychology, Digit aims to reduce the stress associated with financial management and assists users in building a secure financial future. The platform keeps savings in a separate account and adjusts the savings amount daily, helping users achieve their financial goals without requiring constant attention.
Abra is a cryptocurrency platform established in 2014, designed to provide a straightforward and secure environment for individuals and businesses to buy, trade, and borrow against cryptocurrencies. Based in the United States and operational in over 150 countries, Abra facilitates easy conversion between cryptocurrencies and various local fiat currencies. The platform serves a diverse clientele, including high-net-worth individuals, family offices, registered investment advisors, and institutions, offering customizable services that allow users to manage their crypto portfolios effectively. With over two million customers and $9 billion processed in transactions, Abra has positioned itself as a trusted solution in the cryptocurrency market, earning recognition as one of the top five crypto wallets. The company is supported by prominent investors, reinforcing its commitment to creating an open and accessible global financial system.
ApplePie Capital
Seed Round in 2014
ApplePie Capital is a financing platform that serves franchise businesses by providing access to capital through a range of loan options. It assists entrepreneurs in starting new franchises, expanding existing locations, acquiring or remodeling units, refinancing debt, and financing equipment and growth initiatives. The company operates an online marketplace that connects franchisees with lenders and supports growth for established brands. Headquartered in San Francisco, California, the company was founded to increase financial efficiencies for franchise owners and help them meet capital needs to scale their franchises.
OvationCXM
Seed Round in 2014
OvationCXM is a prominent provider of customer experience management solutions, specializing in the integration of artificial intelligence to enhance customer journeys. The company offers a comprehensive platform that empowers enterprises to identify and address friction points in real time across digital platforms, back-office operations, and partner interactions. This innovative platform features journey orchestration, knowledge management, generative AI, dynamic chat capabilities, and partner connectivity, all designed to deliver actionable, data-driven insights. By enabling businesses to achieve complete visibility and control over their customer experiences, OvationCXM supports revenue security, profitable growth, and the cultivation of customer loyalty and employee retention.