QED Investors

Kanastra is a tech-driven backoffice for alternative investments, supporting private credit and private equity facilities. It develops an asset management platform designed to reduce friction in the securitization market, offering banking services, debt issuance, bookkeeping, distribution, passive management, and mirroring, along with real-time analytics and structured data to enable investors and originators to invest with greater freedom and efficiency.

Habitto is a fintech platform focused on alleviating financial anxiety by helping customers develop healthy money habits. The company offers personalized financial advice through its mobile application, which serves as a single point for customer acquisition. With features that include digital onboarding and electronic Know Your Customer (eKYC), Habitto provides users with daily access to their financial status and policy information. The platform also offers a variety of investment and insurance products, enabling customers to effectively save, grow, and protect their money while working towards their financial goals.

Kanastra is a tech-driven backoffice for alternative investments, supporting private credit and private equity facilities. It develops an asset management platform designed to reduce friction in the securitization market, offering banking services, debt issuance, bookkeeping, distribution, passive management, and mirroring, along with real-time analytics and structured data to enable investors and originators to invest with greater freedom and efficiency.

Kanastra is a tech-driven backoffice for alternative investments, supporting private credit and private equity facilities. It develops an asset management platform designed to reduce friction in the securitization market, offering banking services, debt issuance, bookkeeping, distribution, passive management, and mirroring, along with real-time analytics and structured data to enable investors and originators to invest with greater freedom and efficiency.

Proper Technologies, Inc. is a company that specializes in providing automated accounting and bookkeeping services tailored for the property industry. Founded in 2017 and based in San Francisco, California, Proper employs artificial intelligence and machine learning to enhance its offerings. The company serves property managers, property owners, and asset managers, enabling them to grow their portfolios while minimizing operational constraints. Proper's software streamlines accounting tasks, allowing accountants to focus on more strategic activities by ensuring accurate and efficient recording and classification of financial transactions. Through its innovative technology, Proper aims to deliver reliable and cost-effective accounting solutions for its clients in the property sector.

Kanastra is a tech-driven backoffice for alternative investments, supporting private credit and private equity facilities. It develops an asset management platform designed to reduce friction in the securitization market, offering banking services, debt issuance, bookkeeping, distribution, passive management, and mirroring, along with real-time analytics and structured data to enable investors and originators to invest with greater freedom and efficiency.

Founded in 2018, Mudrex is a Bengaluru-based company that provides an accessible platform for cryptocurrency investing. It offers automated trading strategies, risk-managed portfolios, and user-friendly tools to simplify crypto investment management.

Atomic is a provider of personalized investment management services that lets companies embed investment accounts into their services. It allows companies to offer their end-users a disciplined way to invest with them. Atomic was founded in 2020 by David Dindi in San Francisco, CA.

Mynd is a tech-enabled property management firm specializing in single-family rental properties. It offers comprehensive solutions including marketing, tenant screening, rent collection, maintenance, accounting, and data-driven insights to optimize property performance and maximize returns for clients.

GetGround is a property management platform that simplifies the process of managing residential property investments in England and Wales for landlords and investors worldwide. Established in early 2020, the company offers an innovative Fintech platform that enables users to set up registered UK limited companies online within 30 minutes. This allows them to purchase buy-to-let properties and benefit from investments through company structures. GetGround also provides a current account for managing rental income and expenses, along with comprehensive administrative support, including bookkeeping, accounting, and tax returns. This service alleviates the administrative burdens often faced by property owners. Since its inception, GetGround has gained thousands of customers from the UK, Middle East, and Asia, positioning itself as a trusted partner for property investors seeking a streamlined approach to asset management.

Proper Technologies, Inc. is a company that specializes in providing automated accounting and bookkeeping services tailored for the property industry. Founded in 2017 and based in San Francisco, California, Proper employs artificial intelligence and machine learning to enhance its offerings. The company serves property managers, property owners, and asset managers, enabling them to grow their portfolios while minimizing operational constraints. Proper's software streamlines accounting tasks, allowing accountants to focus on more strategic activities by ensuring accurate and efficient recording and classification of financial transactions. Through its innovative technology, Proper aims to deliver reliable and cost-effective accounting solutions for its clients in the property sector.

Backed by capital from Andreessen Horowitz, Y Combinator, and QED, OpenInvest was founded in 2015 with a core focus on helping advisors unlock the true impact of their clients’ investments. On June 29, 2021, J.P. Morgan announced that it has entered into a definitive agreement to acquire OpenInvest. OpenInvest will retain its own brand and be integrated into J.P. Morgan’s Private Bank and Wealth Management client offerings

Founded in 2018, SimplyWise is a technology company based in New York. It develops platforms that empower users to manage and make informed decisions about their retirement income.

Backed by capital from Andreessen Horowitz, Y Combinator, and QED, OpenInvest was founded in 2015 with a core focus on helping advisors unlock the true impact of their clients’ investments. On June 29, 2021, J.P. Morgan announced that it has entered into a definitive agreement to acquire OpenInvest. OpenInvest will retain its own brand and be integrated into J.P. Morgan’s Private Bank and Wealth Management client offerings

True Link Financial provides financial services aimed at protecting and increasing independence for people at financial risk, including individuals with disabilities, vulnerable older adults, and people in recovery. The company offers Visa prepaid cards for families and professionals to safeguard beneficiaries, along with investment management and fiduciary accounts. It also provides a software platform that supports budgeting, disbursements, record keeping, reporting, and communication for conservators, guardians, attorneys, independent fiduciaries, nonprofit pooled trusts, family member trustees, and trust companies. The platform helps prevent financial exploitation, limits impulsive cash use that could threaten stability, and preserves access to government benefits. True Link also offers personalized retirement investment planning to deliver steady retirement income. By combining payment tools, investment services, and guardianship-focused technology, the company aims to help vulnerable clients maintain financial independence and stay informed about unusual or potentially fraudulent activity across accounts.

Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, founded in 2013. Specializing in managing individual participant accounts in employer-sponsored retirement plans such as 401(k)s and 403(b)s, it aims to provide accessible financial advice to a broad audience. The company employs financial technology to deliver investment analysis, portfolio adjustments, and risk management strategies, catering specifically to Americans who lack access to traditional financial advisors. Blooom operates as a Registered Investment Advisor, focusing on fiduciary best practices while maintaining low fees. Its mission is to assist individuals in optimizing their retirement savings and planning for their financial future in an efficient and user-friendly manner.

Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, founded in 2013. Specializing in managing individual participant accounts in employer-sponsored retirement plans such as 401(k)s and 403(b)s, it aims to provide accessible financial advice to a broad audience. The company employs financial technology to deliver investment analysis, portfolio adjustments, and risk management strategies, catering specifically to Americans who lack access to traditional financial advisors. Blooom operates as a Registered Investment Advisor, focusing on fiduciary best practices while maintaining low fees. Its mission is to assist individuals in optimizing their retirement savings and planning for their financial future in an efficient and user-friendly manner.

About Orchard Orchard Platform has built a centralized marketplace where loan originators and institutional investors can come together to explore and evaluate opportunities for funding, buying, and selling loans. By providing a global network of institutional buyers and sellers with high-quality data services, advanced analytics and reporting, and robust capital management tools through an innovative, end-to-end platform, Orchard has created a smarter way for participants in the private credit markets to interact, evaluate deals, and move forward with simple and complex transactions more efficiently. Orchard Platform does not provide legal advice, tax advice, or accounting advice. Before making any investment or executing any transaction, you should consult with your legal, tax, and accounting advisors with respect to the suitability, value, and risk of such investment or transaction. Investment advisory services are provided to clients by Orchard Platform Advisors, LLC, an SEC-registered investment adviser headquartered in New York, N.Y. Orchard produces the Orchard U.S. Consumer Marketplace Lending Index—the only industry-wide direct lending performance benchmark—and has been named one of the Next Billion Dollar Startups by Forbes. The commentary and insights posted on its blog, and the data and research available to everyone on its platform, have cemented Orchard as a thought leader in its industry. For more information, visit www.orchardplatform.com. About Orchard Platform Markets, LLC Orchard Platform Markets, LLC is a wholly-owned subsidiary of Orchard App Inc., and is an SEC-registered broker-dealer and member of FINRA and SIPC. The mission of Orchard Platform Markets, LLC is to provide a transparent, technologically optimized platform for loan originators and institutional investors to safely and securely connect, evaluate potential deals, and move forward with multiple types of transactions. For more information, visit www.orchardplatformmarkets.com.

About Orchard Orchard Platform has built a centralized marketplace where loan originators and institutional investors can come together to explore and evaluate opportunities for funding, buying, and selling loans. By providing a global network of institutional buyers and sellers with high-quality data services, advanced analytics and reporting, and robust capital management tools through an innovative, end-to-end platform, Orchard has created a smarter way for participants in the private credit markets to interact, evaluate deals, and move forward with simple and complex transactions more efficiently. Orchard Platform does not provide legal advice, tax advice, or accounting advice. Before making any investment or executing any transaction, you should consult with your legal, tax, and accounting advisors with respect to the suitability, value, and risk of such investment or transaction. Investment advisory services are provided to clients by Orchard Platform Advisors, LLC, an SEC-registered investment adviser headquartered in New York, N.Y. Orchard produces the Orchard U.S. Consumer Marketplace Lending Index—the only industry-wide direct lending performance benchmark—and has been named one of the Next Billion Dollar Startups by Forbes. The commentary and insights posted on its blog, and the data and research available to everyone on its platform, have cemented Orchard as a thought leader in its industry. For more information, visit www.orchardplatform.com. About Orchard Platform Markets, LLC Orchard Platform Markets, LLC is a wholly-owned subsidiary of Orchard App Inc., and is an SEC-registered broker-dealer and member of FINRA and SIPC. The mission of Orchard Platform Markets, LLC is to provide a transparent, technologically optimized platform for loan originators and institutional investors to safely and securely connect, evaluate potential deals, and move forward with multiple types of transactions. For more information, visit www.orchardplatformmarkets.com.

Optoro, Inc. is a provider of a reverse logistics platform that specializes in managing distressed inventory for retailers, manufacturers, and third-party providers. Founded in 2004 and based in Washington, D.C., with an additional location in Mt. Juliet, Tennessee, the company offers asset recovery solutions that include direct-to-consumer remarketing of customer returns, overstock, discontinued products, and refurbished items through various online channels. Optoro's software-as-a-service (SaaS) platform features a returns management system that manages the entire returns lifecycle, from initiation to resale, integrating customer-facing channels with back-end operational systems. The company also provides inventory management services, which encompass warehousing, fulfillment, inspection, testing, and eco-friendly disposal, as well as asset maximization services that utilize data analytics for multi-channel remarketing and reporting. With a focus on enhancing recovery and minimizing environmental waste, Optoro serves clients both in the United States and internationally.

Optoro, Inc. is a provider of a reverse logistics platform that specializes in managing distressed inventory for retailers, manufacturers, and third-party providers. Founded in 2004 and based in Washington, D.C., with an additional location in Mt. Juliet, Tennessee, the company offers asset recovery solutions that include direct-to-consumer remarketing of customer returns, overstock, discontinued products, and refurbished items through various online channels. Optoro's software-as-a-service (SaaS) platform features a returns management system that manages the entire returns lifecycle, from initiation to resale, integrating customer-facing channels with back-end operational systems. The company also provides inventory management services, which encompass warehousing, fulfillment, inspection, testing, and eco-friendly disposal, as well as asset maximization services that utilize data analytics for multi-channel remarketing and reporting. With a focus on enhancing recovery and minimizing environmental waste, Optoro serves clients both in the United States and internationally.