Pivot Investment Partners

Pivot Investment Partners is a team of CEO-level operating executives who have grown and transformed financial services businesses around the world. It shares deep experience in markets where information, technology, and scalable processes are critical drivers of success. It works closely with a select set of high-potential financial services and FinTech companies, investing our operating expertise and capital in their success and accelerated growth. Each of its engagements is tailored to company-specific needs, including access to broader pools of capital. All of its partnerships are underpinned by a shared passion for building distinctive, innovative, and customer-centric businesses.

Dinkar Jetley

Co-Founder

Akbar Poonawala

Co-Founder

Larry klane

Co-Founder

57 past transactions

Trovata

Series B in 2022
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.

iCapital Network

Venture Round in 2021
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.

H2O.ai

Series E in 2021
H2O.ai, Inc. develops an open-source machine learning platform designed to facilitate predictive analytics and enhance application development. The company's flagship product, H2O, allows data scientists and application developers to implement in-memory machine learning for various use cases, including risk assessment, fraud detection, and customer churn prediction. H2O.ai also offers H2O Driverless AI, an automated machine learning platform, and H2O Wave, an open-source framework for real-time application development powered by AI. The company's technology serves over 5,000 organizations across diverse sectors such as insurance, healthcare, telecommunications, marketing, financial services, retail, and manufacturing. Founded in 2011 and headquartered in Mountain View, California, H2O.ai has established strategic partnerships to enhance its offerings and continues to support a broad range of industries with its innovative solutions.

iCapital Network

Series C in 2021
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.

Cape Analytics

Series C in 2021
Cape Analytics uses deep learning and geospatial imagery to provide instant property intelligence for buildings across the United States. Cape Analytics enables insurers and other property stakeholders to access valuable property attributes at time of underwriting—with the accuracy and detail that traditionally required an on-site inspection, but with the speed and coverage of property record pre-fill. Founded in 2014, Cape Analytics is backed by leading venture firms and comprised of computer vision and risk analysis experts.

Snapsheet

Series E in 2021
Snapsheet is a pioneer in virtual appraisals and a leader in cloud-native claims management software, enabling the most innovative claims organizations to deliver the best experiences for customers. With a focus on engagement, digitization, and intelligent automation, Snapsheet provides unmatched technology and processes that improve customer experience, drive greater organizational agility, and deliver transformational benefits through its Snapsheet Cloud software suite. Snapsheet leads the industry in claims innovation including the deployment of the fastest digital auto insurance claims process in the United States. As a trusted innovation partner, Snapsheet works with more than 100 clients, including many of the largest insurance carriers, third-party administrators, and insurtech and sharing economy disruptors.

Trovata

Series A in 2021
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.

dv01

Series B in 2021
dv01, Inc. provides data and real-time insights for institutional investors, banks, and lenders in the financial lending markets. The company offers dv01 LOANS, a cloud-based portfolio management solution that compares and analyzes the lenders data for institutional investors; and dv01 BONDS, a loan data agent service for securitizations. It also offers Securitization Explorer, a web portal to provide investors with insights into securitizations of consumer loans; and a cash flow engine for securitizations. dv01, Inc. was incorporated in 2014 and is headquartered in New York, New York.

dv01

Series B in 2021
dv01, Inc. provides data and real-time insights for institutional investors, banks, and lenders in the financial lending markets. The company offers dv01 LOANS, a cloud-based portfolio management solution that compares and analyzes the lenders data for institutional investors; and dv01 BONDS, a loan data agent service for securitizations. It also offers Securitization Explorer, a web portal to provide investors with insights into securitizations of consumer loans; and a cash flow engine for securitizations. dv01, Inc. was incorporated in 2014 and is headquartered in New York, New York.

OpenFin

Venture Round in 2020
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to deliver enhanced functionality such as pop-up windows, real-time notifications, and seamless communication between applications. Catering primarily to the financial services sector, including banks and trading platforms in the United States and Europe, OpenFin's platform offers capabilities akin to mobile operating systems, allowing applications to run outside the browser with features like docking support, custom title bars, and secure communications. Founded in 2010 and headquartered in New York, with an additional office in London, OpenFin has established itself as a vital partner for numerous large financial institutions, facilitating both in-house application deployment and client services. The company has garnered investment from notable firms and industry executives, further solidifying its position in the fintech landscape.

AvidXchange

Series F in 2020
AvidXchange is the industry leader in automating invoice and payment processes for mid-market businesses. Founded in the year 2000, AvidXchange processes over $140 billion transactions annually across its network of more than 680,000 suppliers, transforming the way 6,000 customers in North America pay their bills. AvidXchange is distinguished as a global fintech unicorn and one of the fastest growing technology companies in the U.S. with 1,500 employees supporting customers across seven office locations.

Earnest Research

Series B in 2019
Earnest Research is a data innovation company driven to change the way professionals understand consumer and business behavior. Working with world-class data partners, we transform raw data into a source for business and investment professionals to ask better questions so they can make better decisions.

OpenFin

Series C in 2019
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to deliver enhanced functionality such as pop-up windows, real-time notifications, and seamless communication between applications. Catering primarily to the financial services sector, including banks and trading platforms in the United States and Europe, OpenFin's platform offers capabilities akin to mobile operating systems, allowing applications to run outside the browser with features like docking support, custom title bars, and secure communications. Founded in 2010 and headquartered in New York, with an additional office in London, OpenFin has established itself as a vital partner for numerous large financial institutions, facilitating both in-house application deployment and client services. The company has garnered investment from notable firms and industry executives, further solidifying its position in the fintech landscape.

dv01

Series B in 2019
dv01, Inc. provides data and real-time insights for institutional investors, banks, and lenders in the financial lending markets. The company offers dv01 LOANS, a cloud-based portfolio management solution that compares and analyzes the lenders data for institutional investors; and dv01 BONDS, a loan data agent service for securitizations. It also offers Securitization Explorer, a web portal to provide investors with insights into securitizations of consumer loans; and a cash flow engine for securitizations. dv01, Inc. was incorporated in 2014 and is headquartered in New York, New York.

Bold Penguin

Venture Round in 2018
Bold Penguin is a commercial insurance exchange that connects customers, agents, and carriers to match the right quote in record time. With a heavy focus on the agents, Bold Penguin pushes the boundaries of user experience for businesses, an easy tool for agents, and a streamlined process of underwriting for carriers. The company operates an Exchange which utilizes a set of solutions to identify, triage, quote, and bind commercial insurance in a highly efficient and tech-enabled way. It plans to deliver on the platform enhancements which include more flexibility in how the core technology is leveraged by enterprise customers, expanding in excess and surplus lines. The Company offers a streamlined process of underwriting for carriers in commercial property and casualty insurance services. Bold Penguin was founded in 2016 and is headquartered in Columbus, Ohio, USA.

Veem

Series B in 2018
Veem Inc. is a payment service provider that simplifies the process for businesses to send and receive funds. The company's platform allows small and medium-sized enterprises to make payments in local currencies while tracking transactions in real time. By utilizing blockchain technology, Veem eliminates the need for intermediary banks, thereby reducing costs associated with international payments. The platform supports features such as generating invoices, uploading mass documents, and offering integration with various accounting systems. Founded in 2014 by Aldo Carrascoso and Marwan Forzley, Veem is headquartered in San Francisco, California, with additional offices in Kanata, Canada, and Shanghai, China. Originally named Align Commerce Corporation, the company rebranded to Veem Inc. in March 2017.

dv01

Series A in 2017
dv01, Inc. provides data and real-time insights for institutional investors, banks, and lenders in the financial lending markets. The company offers dv01 LOANS, a cloud-based portfolio management solution that compares and analyzes the lenders data for institutional investors; and dv01 BONDS, a loan data agent service for securitizations. It also offers Securitization Explorer, a web portal to provide investors with insights into securitizations of consumer loans; and a cash flow engine for securitizations. dv01, Inc. was incorporated in 2014 and is headquartered in New York, New York.

dv01

Seed Round in 2017
dv01, Inc. provides data and real-time insights for institutional investors, banks, and lenders in the financial lending markets. The company offers dv01 LOANS, a cloud-based portfolio management solution that compares and analyzes the lenders data for institutional investors; and dv01 BONDS, a loan data agent service for securitizations. It also offers Securitization Explorer, a web portal to provide investors with insights into securitizations of consumer loans; and a cash flow engine for securitizations. dv01, Inc. was incorporated in 2014 and is headquartered in New York, New York.

iCapital Network

Series B in 2017
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.

OpenFin

Series B in 2017
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to deliver enhanced functionality such as pop-up windows, real-time notifications, and seamless communication between applications. Catering primarily to the financial services sector, including banks and trading platforms in the United States and Europe, OpenFin's platform offers capabilities akin to mobile operating systems, allowing applications to run outside the browser with features like docking support, custom title bars, and secure communications. Founded in 2010 and headquartered in New York, with an additional office in London, OpenFin has established itself as a vital partner for numerous large financial institutions, facilitating both in-house application deployment and client services. The company has garnered investment from notable firms and industry executives, further solidifying its position in the fintech landscape.

XOR Data Exchange

Venture Round in 2017
XOR Data Exchange is a data revolution by providing data owners with the accountability, control, and transparency they want to share data and solve industry challenges with confidence. Developed by data, technology and analytics experts, the company helps organizations optimize and monetize the data they possess, with data from other companies in their industry as well as other industries. XOR Data Exchange was founded in 2014 and is headquartered in Austin, Texas, United States.

Market Realist

Venture Round in 2017
Market Realist, Inc. is a financial media company based in New York, founded in 2013, focused on making high-quality investment research and analytics accessible to a wide audience. The company publishes a diverse range of content, including earnings reports, market insights, and macroeconomic analysis, aimed at both individual investors and financial professionals. With a team of over 50 financial analysts, Market Realist produces more than 200 market reports daily, along with in-depth articles on market trends and industry analysis. Its commitment to democratizing investment information has attracted more than 20 million readers, including clients from Fortune 100 companies, who rely on its data-driven insights to make informed investment decisions. The company's flagship newsletter, featuring stock picks, was launched in July 2018, further solidifying its role as a key resource in the investment landscape.

AvidXchange

Series E in 2016
AvidXchange is the industry leader in automating invoice and payment processes for mid-market businesses. Founded in the year 2000, AvidXchange processes over $140 billion transactions annually across its network of more than 680,000 suppliers, transforming the way 6,000 customers in North America pay their bills. AvidXchange is distinguished as a global fintech unicorn and one of the fastest growing technology companies in the U.S. with 1,500 employees supporting customers across seven office locations.

Droit

Series A in 2016
Droit Financial Technologies LLC, founded in 2012, is a financial technology firm specializing in solutions for the trading and compliance processes of over-the-counter (OTC) derivatives. The company offers a comprehensive platform known as ADEPT, which facilitates real-time, compliant pre-trade decision-making and post-trade compliance reporting. Additionally, Droit provides Java libraries that can be integrated into existing trading and compliance systems, enabling businesses to meet regulatory requirements across G20 aligned regimes. The firm's services are aimed at the global banking and buy-side community, and its team comprises experienced professionals from various fields, including derivative trading and technology. Droit operates from its headquarters in New York, with an additional office in London.

Lendio

Series D in 2016
Lendio, Inc. operates an online lending marketplace that connects small business owners with various lenders across the United States. Founded in 2005 and based in Lehi, Utah, Lendio provides a platform that allows business owners to compare and secure a range of financing options, including short-term and long-term loans, business lines of credit, startup loans, equipment financing, and merchant cash advances. The platform caters to diverse funding needs, supporting various types of businesses, including those owned by women. Lendio aims to simplify the lending process for small businesses by facilitating access to financial resources necessary for growth and development. The company was previously known as Funding Universe, Inc. before rebranding to Lendio in February 2011.

dv01

Convertible Note in 2016
dv01, Inc. provides data and real-time insights for institutional investors, banks, and lenders in the financial lending markets. The company offers dv01 LOANS, a cloud-based portfolio management solution that compares and analyzes the lenders data for institutional investors; and dv01 BONDS, a loan data agent service for securitizations. It also offers Securitization Explorer, a web portal to provide investors with insights into securitizations of consumer loans; and a cash flow engine for securitizations. dv01, Inc. was incorporated in 2014 and is headquartered in New York, New York.

Trov

Series C in 2016
Trov, Inc. is a technology-driven insurance platform that specializes in on-demand insurance solutions for personal belongings and assets. Founded in 2012 and headquartered in the San Francisco Bay Area, Trov provides a mobile-based service designed to protect against accidental damage, loss, or theft. The platform addresses the evolving needs of consumers and businesses by offering tailored insurance products for homeowners, renters, drivers, and small enterprises. Trov's innovative approach integrates powerful software with bespoke insurance offerings, catering to the complexities of risk management in emerging sectors such as mobility and gig work. The company has established partnerships with prominent organizations, including Waymo and Lloyds Banking Group, and has secured significant investment to enhance its capabilities in the insurtech space.

Fenway Summer

Secondary Market in 2016
FSV provides insights and capital to entrepreneurs re-inventing the multi-trillion dollar financial services industry and building innovative companies, strong brands, and world-class teams. FSV primarily makes early stage investments but will also consider promising growth stage investments.

StreetShares

Series A in 2016
StreetShares, Inc. is a peer-to-peer small business lending marketplace that connects small business owners with retail and institutional investors. Founded in 2014 and based in Reston, Virginia, the company offers a lending-as-a-service platform designed to enable community banks and credit unions to provide business loans. Its product offerings include term loans, business bonds, and both secured and unsecured small business loans. StreetShares aims to facilitate increased lending to small businesses by leveraging technology that empowers banks, credit unions, and non-financial organizations in their lending processes. The company has received recognition for its innovative approach and contributions to the business lending landscape.

StreetShares

Series A in 2016
StreetShares, Inc. is a peer-to-peer small business lending marketplace that connects small business owners with retail and institutional investors. Founded in 2014 and based in Reston, Virginia, the company offers a lending-as-a-service platform designed to enable community banks and credit unions to provide business loans. Its product offerings include term loans, business bonds, and both secured and unsecured small business loans. StreetShares aims to facilitate increased lending to small businesses by leveraging technology that empowers banks, credit unions, and non-financial organizations in their lending processes. The company has received recognition for its innovative approach and contributions to the business lending landscape.

XOR Data Exchange

Series A in 2015
XOR Data Exchange is a data revolution by providing data owners with the accountability, control, and transparency they want to share data and solve industry challenges with confidence. Developed by data, technology and analytics experts, the company helps organizations optimize and monetize the data they possess, with data from other companies in their industry as well as other industries. XOR Data Exchange was founded in 2014 and is headquartered in Austin, Texas, United States.

Ethoca

Private Equity Round in 2015
Ethoca is a global collaboration-based tech services company that helps connect card issuers to online merchants in order to stop fraud slipping through their defenses and recapture lost revenues. Its network consists of card issuing banks and merchants working together through a single automated connection outside the payment networks stream to their mutual benefit. Merchants use its direct-from-source card issuer data to stop the fulfillment of products tied to fraudulent accounts on orders they are actively processing while Ethoca Alerts reduces the time it takes for merchants to be alerted of fraud. Founded in 2005, Ethoca is headquarted in Toronto, Canada.

Breeze

Series A in 2015
As of July 21, 2016, Breeze suspended operations. Breeze offers fleet management technology that modernizes car ownership by making it flexible and accessible to all. Breeze was launched in 2014 by [Jeff Pang](https://www.crunchbase.com/person/jeff-pang#/entity), [Ned Ryan](https://www.crunchbase.com/person/ned-ryan#/entity), and [Charlie Fang](https://www.crunchbase.com/person/charlie-fang#/entity). It is active in San Francisco, Los Angeles, Seattle, Chicago, Washington, and Boston, although the company is no longer accepting new customers (for its old leasing platform).

Veem

Series A in 2015
Veem Inc. is a payment service provider that simplifies the process for businesses to send and receive funds. The company's platform allows small and medium-sized enterprises to make payments in local currencies while tracking transactions in real time. By utilizing blockchain technology, Veem eliminates the need for intermediary banks, thereby reducing costs associated with international payments. The platform supports features such as generating invoices, uploading mass documents, and offering integration with various accounting systems. Founded in 2014 by Aldo Carrascoso and Marwan Forzley, Veem is headquartered in San Francisco, California, with additional offices in Kanata, Canada, and Shanghai, China. Originally named Align Commerce Corporation, the company rebranded to Veem Inc. in March 2017.

Trov

Convertible Note in 2015
Trov, Inc. is a technology-driven insurance platform that specializes in on-demand insurance solutions for personal belongings and assets. Founded in 2012 and headquartered in the San Francisco Bay Area, Trov provides a mobile-based service designed to protect against accidental damage, loss, or theft. The platform addresses the evolving needs of consumers and businesses by offering tailored insurance products for homeowners, renters, drivers, and small enterprises. Trov's innovative approach integrates powerful software with bespoke insurance offerings, catering to the complexities of risk management in emerging sectors such as mobility and gig work. The company has established partnerships with prominent organizations, including Waymo and Lloyds Banking Group, and has secured significant investment to enhance its capabilities in the insurtech space.

College Ave Student Loans

Venture Round in 2015
College Ave Student Loans offers private student loans to undergraduate students, graduate students, and the parents of students entering college. By specializing in student loans, it is able to provide its customers the attention they deserve and deliver loans that are personalized for each individual. The company also facilitates competitive rates, the most repayment options, and a customer-friendly experience from application through repayment. College Ave Student Loans also offers its borrowers the choice between deferred, interest only, flat payment, and full principal and interest payments.

Market Realist

Series B in 2015
Market Realist, Inc. is a financial media company based in New York, founded in 2013, focused on making high-quality investment research and analytics accessible to a wide audience. The company publishes a diverse range of content, including earnings reports, market insights, and macroeconomic analysis, aimed at both individual investors and financial professionals. With a team of over 50 financial analysts, Market Realist produces more than 200 market reports daily, along with in-depth articles on market trends and industry analysis. Its commitment to democratizing investment information has attracted more than 20 million readers, including clients from Fortune 100 companies, who rely on its data-driven insights to make informed investment decisions. The company's flagship newsletter, featuring stock picks, was launched in July 2018, further solidifying its role as a key resource in the investment landscape.

iCapital Network

Series B in 2015
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.

OpenFin

Convertible Note in 2015
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to deliver enhanced functionality such as pop-up windows, real-time notifications, and seamless communication between applications. Catering primarily to the financial services sector, including banks and trading platforms in the United States and Europe, OpenFin's platform offers capabilities akin to mobile operating systems, allowing applications to run outside the browser with features like docking support, custom title bars, and secure communications. Founded in 2010 and headquartered in New York, with an additional office in London, OpenFin has established itself as a vital partner for numerous large financial institutions, facilitating both in-house application deployment and client services. The company has garnered investment from notable firms and industry executives, further solidifying its position in the fintech landscape.

Untapt

Venture Round in 2015
untapt Inc. owns and operates untapt.com, a technology platform for hiring technologists into financial institutions. The company also allows users to create their own custom job board or recruitment site. It also allows various customers ranging from staffing firms to global enterprises to sort through resumes, job postings, and more. The company was incorporated in 2013 and is based in New York, New York.

Gusto

Series B in 2015
Gusto is a company that provides a comprehensive web-based payroll and human resource management solution tailored for small and medium-sized businesses in the United States. Its online platform facilitates payroll processing, benefits management, and human resource services, offering features such as health insurance, workers’ compensation, 401(k) contributions, time tracking, and integration services. Gusto enables employers and employees to manage payroll and benefits conveniently through web-enabled devices. The platform also allows employees and contractors to access their pay stubs, payroll forms, and personal information. Founded in 2011 by Edward Kim, Joshua Reeves, and Tomer London in San Francisco, Gusto serves a diverse range of clients, including startups, healthcare providers, creative agencies, and retail businesses, with an additional office located in Denver, Colorado.

Lendio

Series C in 2015
Lendio, Inc. operates an online lending marketplace that connects small business owners with various lenders across the United States. Founded in 2005 and based in Lehi, Utah, Lendio provides a platform that allows business owners to compare and secure a range of financing options, including short-term and long-term loans, business lines of credit, startup loans, equipment financing, and merchant cash advances. The platform caters to diverse funding needs, supporting various types of businesses, including those owned by women. Lendio aims to simplify the lending process for small businesses by facilitating access to financial resources necessary for growth and development. The company was previously known as Funding Universe, Inc. before rebranding to Lendio in February 2011.

Anthemis

Venture Round in 2015
Anthemis Group is a London-based venture investment and advisory firm focused on financial services companies across the world. It cultivates change in financial services by building, growing, and sustaining businesses committed to improving the world. Its deep understanding of markets and models, passion for emerging technology and spirit of collaboration inspire everything the company does. By creating fertile ground for entrepreneurs, institutions, researchers, academics, and visionaries to come together, Anthemis believes that they'll be able to solve the financial services world’s most pressing challenges faster, better, and for the benefit of all.

Trov

Series B in 2015
Trov, Inc. is a technology-driven insurance platform that specializes in on-demand insurance solutions for personal belongings and assets. Founded in 2012 and headquartered in the San Francisco Bay Area, Trov provides a mobile-based service designed to protect against accidental damage, loss, or theft. The platform addresses the evolving needs of consumers and businesses by offering tailored insurance products for homeowners, renters, drivers, and small enterprises. Trov's innovative approach integrates powerful software with bespoke insurance offerings, catering to the complexities of risk management in emerging sectors such as mobility and gig work. The company has established partnerships with prominent organizations, including Waymo and Lloyds Banking Group, and has secured significant investment to enhance its capabilities in the insurtech space.

Bento for Business

Seed Round in 2015
Bento for Business is a financial technology company that specializes in providing a comprehensive expense management platform tailored for small and medium-sized businesses. Founded in 2013 and headquartered in San Francisco, the company offers a solution that enables businesses to issue payment cards to employees, manage spending controls, and organize expenses through an intuitive dashboard accessible via computers and mobile devices. Bento’s platform includes virtual and corporate cards, along with management tools that enhance control and visibility over company expenses, thereby reducing the risk of fraud and minimizing administrative burdens. Through features such as open APIs and white label partnerships, Bento extends its capabilities to automate payments beyond employee expenses. The company is recognized for its innovative approach and is backed by prominent venture capital firms in the financial technology sector.

College Ave Student Loans

Secondary Market in 2015
College Ave Student Loans offers private student loans to undergraduate students, graduate students, and the parents of students entering college. By specializing in student loans, it is able to provide its customers the attention they deserve and deliver loans that are personalized for each individual. The company also facilitates competitive rates, the most repayment options, and a customer-friendly experience from application through repayment. College Ave Student Loans also offers its borrowers the choice between deferred, interest only, flat payment, and full principal and interest payments.

CARD.com

Series B in 2014
CARD Corporation specializes in providing prepaid debit card solutions that cater to the diverse interests of consumers. Established in 2012 and headquartered in Santa Monica, California, the company offers a wide array of personalized card designs, featuring popular figures from sports and entertainment, such as NFL players and iconic brands. CARD.com enables users to manage their finances efficiently through services like online bill pay, direct deposit, and access to a network of ATMs for cash withdrawals. The platform functions as a comprehensive banking solution, allowing customers to perform a variety of transactions seamlessly, including point-of-sale purchases and online payments. CARD Corporation has formed strategic partnerships with entities like Paws Incorporated and Meta Financial Group, enhancing its service offerings and reach in the financial technology landscape.

Anthemis

Venture Round in 2014
Anthemis Group is a London-based venture investment and advisory firm focused on financial services companies across the world. It cultivates change in financial services by building, growing, and sustaining businesses committed to improving the world. Its deep understanding of markets and models, passion for emerging technology and spirit of collaboration inspire everything the company does. By creating fertile ground for entrepreneurs, institutions, researchers, academics, and visionaries to come together, Anthemis believes that they'll be able to solve the financial services world’s most pressing challenges faster, better, and for the benefit of all.

Market Realist

Series A in 2014
Market Realist, Inc. is a financial media company based in New York, founded in 2013, focused on making high-quality investment research and analytics accessible to a wide audience. The company publishes a diverse range of content, including earnings reports, market insights, and macroeconomic analysis, aimed at both individual investors and financial professionals. With a team of over 50 financial analysts, Market Realist produces more than 200 market reports daily, along with in-depth articles on market trends and industry analysis. Its commitment to democratizing investment information has attracted more than 20 million readers, including clients from Fortune 100 companies, who rely on its data-driven insights to make informed investment decisions. The company's flagship newsletter, featuring stock picks, was launched in July 2018, further solidifying its role as a key resource in the investment landscape.

College Ave Student Loans

Seed Round in 2014
College Ave Student Loans offers private student loans to undergraduate students, graduate students, and the parents of students entering college. By specializing in student loans, it is able to provide its customers the attention they deserve and deliver loans that are personalized for each individual. The company also facilitates competitive rates, the most repayment options, and a customer-friendly experience from application through repayment. College Ave Student Loans also offers its borrowers the choice between deferred, interest only, flat payment, and full principal and interest payments.

Veem

Convertible Note in 2014
Veem Inc. is a payment service provider that simplifies the process for businesses to send and receive funds. The company's platform allows small and medium-sized enterprises to make payments in local currencies while tracking transactions in real time. By utilizing blockchain technology, Veem eliminates the need for intermediary banks, thereby reducing costs associated with international payments. The platform supports features such as generating invoices, uploading mass documents, and offering integration with various accounting systems. Founded in 2014 by Aldo Carrascoso and Marwan Forzley, Veem is headquartered in San Francisco, California, with additional offices in Kanata, Canada, and Shanghai, China. Originally named Align Commerce Corporation, the company rebranded to Veem Inc. in March 2017.

Untapt

Convertible Note in 2014
untapt Inc. owns and operates untapt.com, a technology platform for hiring technologists into financial institutions. The company also allows users to create their own custom job board or recruitment site. It also allows various customers ranging from staffing firms to global enterprises to sort through resumes, job postings, and more. The company was incorporated in 2013 and is based in New York, New York.

iCapital Network

Series B in 2014
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.

Fenway Summer

Series A in 2014
FSV provides insights and capital to entrepreneurs re-inventing the multi-trillion dollar financial services industry and building innovative companies, strong brands, and world-class teams. FSV primarily makes early stage investments but will also consider promising growth stage investments.

Gusto

Series A in 2014
Gusto is a company that provides a comprehensive web-based payroll and human resource management solution tailored for small and medium-sized businesses in the United States. Its online platform facilitates payroll processing, benefits management, and human resource services, offering features such as health insurance, workers’ compensation, 401(k) contributions, time tracking, and integration services. Gusto enables employers and employees to manage payroll and benefits conveniently through web-enabled devices. The platform also allows employees and contractors to access their pay stubs, payroll forms, and personal information. Founded in 2011 by Edward Kim, Joshua Reeves, and Tomer London in San Francisco, Gusto serves a diverse range of clients, including startups, healthcare providers, creative agencies, and retail businesses, with an additional office located in Denver, Colorado.
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