Operative Capital

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, Inc. offers a Software-as-a-Service platform specializing in referral marketing, enabling brands to create, measure, and enhance refer-a-friend programs across various digital environments, including mobile and web. Founded in 2007 and based in San Francisco, California, Extole assists over 300 brands in driving customer acquisition through its comprehensive platform, which integrates promotion and conversion efforts. The solution utilizes first-party and social network data to identify and engage influencers, fostering consumer engagement across multiple touchpoints such as websites, emails, and social media. This end-to-end approach allows marketers to analyze and optimize campaign performance continuously, leveraging insights gained from extensive experience and significant conversion data.

SharesPost, Inc. operates an online platform that connects investors with late-stage venture-backed companies and their shareholders, focusing on facilitating secondary liquidity and raising primary capital. Founded in 2009 and based in San Francisco, the company has executed over $4 billion in secondary market transactions involving shares from more than 200 prominent technology companies. In addition to its trading solutions, SharesPost offers data feeds and third-party research services to enhance the investment experience in the private growth asset class. The company has established strategic partnerships with notable organizations such as U.S. Bancorp, Bloomberg, and Wedbush Securities, further solidifying its position in the market.

Sensibill Inc., founded in 2012 and based in Toronto, Canada, operates a cloud-based application that simplifies receipt management for users. The company's platform allows consumers to track their spending and manage their finances effectively by capturing both paper and electronic receipts. This digital receipt management solution empowers financial institutions to provide personalized insights, helping customers develop healthier financial habits. By analyzing SKU-level data and purchase behavior, Sensibill unlocks valuable insights that support revenue growth for these institutions. The technology has reached over 60 million users across North America and the U.K., facilitating easier reconciliation of bank statements, returns, exchanges, expenses, taxes, and accounting.

Harvest Savings & Wealth Technologies Inc. specializes in developing digital technology solutions for the financial industry, enabling banks, credit unions, and other financial institutions to enhance their services. Founded in 2012 and based in Larkspur, California, the company offers a range of tools designed to facilitate effective savings and wealth management. Its products include Goalkeeper, a goals-based savings solution; Signals, which integrates with core systems to trigger value-added actions; Jumpstart, a digital account opening tool; and Automate, which supports clients throughout their wealth journey. By focusing on innovation and efficiency, Harvest Savings & Wealth Technologies aims to provide comprehensive, enterprise-grade solutions that improve the financial experiences of clients at every stage of their financial journey. The company, previously known as Trizic, Inc., rebranded in September 2019.

AlphaClone is an investment advisory and research firm that assists long-term investors in identifying high-potential stock ideas and investment strategies. Founded in 2008 and headquartered in San Francisco, the firm employs a unique approach known as "cloning," which leverages public disclosures from hedge funds to develop and backtest equity investment strategies. By providing access to the investment insights of established institutional investors, AlphaClone aims to empower clients to make informed decisions and enhance their portfolio performance. The firm offers its research and strategies through managed accounts and exchange-traded funds, aligning with its mission to help individuals regain control over their investment portfolios.

Harvest Savings & Wealth Technologies Inc. specializes in developing digital technology solutions for the financial industry, enabling banks, credit unions, and other financial institutions to enhance their services. Founded in 2012 and based in Larkspur, California, the company offers a range of tools designed to facilitate effective savings and wealth management. Its products include Goalkeeper, a goals-based savings solution; Signals, which integrates with core systems to trigger value-added actions; Jumpstart, a digital account opening tool; and Automate, which supports clients throughout their wealth journey. By focusing on innovation and efficiency, Harvest Savings & Wealth Technologies aims to provide comprehensive, enterprise-grade solutions that improve the financial experiences of clients at every stage of their financial journey. The company, previously known as Trizic, Inc., rebranded in September 2019.

BaseVenture is a software company that specializes in developing innovative solutions for the alternative investment industry, particularly in financial reporting, data visualization, and process management. The company offers a digital fund management platform that simplifies and modernizes the administration of private funds. This platform streamlines and automates critical middle and back-office functions, allowing fund managers, asset allocators, and fund administrators to enhance operational efficiency. By improving investor satisfaction and enabling smarter investment decisions, BaseVenture empowers its clients to focus on growth and delivering value to their investors.

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, established in 2014 and based in the United States, is a cryptocurrency platform that facilitates buying, trading, and borrowing against digital assets. Serving over 2 million customers across more than 150 countries, Abra provides a user-friendly interface for both individuals and businesses to manage their cryptocurrency investments. The platform allows users to convert between cryptocurrencies and various local fiat currencies, catering to a diverse range of clients, including high-net-worth individuals and institutions. With a transaction volume exceeding $9 billion, Abra is recognized for its reliability and has been rated among the top five cryptocurrency wallets. The company is supported by reputable investors, including American Express Ventures and First Round Capital, as it pursues its vision of creating an accessible and open global financial system.

ApplePie Capital, established in 2013 and based in San Francisco, specializes in providing financing solutions tailored to franchise businesses. Through its online platform, the company offers a range of loan products designed to help franchisees open new locations, acquire existing ones, refinance debts, or fund renovations. ApplePie Capital connects entrepreneurs with investors seeking fixed-income returns, facilitating efficient financing for franchise expansion while promoting trust in established brands.

OvationCXM is a provider of customer experience management solutions that enables enterprises to enhance their customer journeys across various touchpoints, including digital, back-office, and partner interactions. The platform integrates journey orchestration, knowledge management, generative AI, dynamic chat, and partner connectivity, offering a comprehensive approach to identifying and addressing friction points in real time. This capability helps businesses secure revenue, drive profitable growth, and improve customer loyalty while also supporting staff retention. With features such as pre-built CRM connectors and automation tools, OvationCXM equips clients with the visibility and control needed to deliver exceptional customer experiences efficiently.