Rebalance Capital

Summer combines innovative technology and policy expertise to serve student loan borrowers. The company's platform provides resources including a personalized loan payment dashboard, payment notifications, student loan policy updates, and customized repayment plans, enabling student borrowers to take control of their loans and save money while repaying. Summer was established in 2017 in New York by Will Sealy.

YellowBird is an online marketplace that specializes in connecting businesses with qualified environmental, health, and safety professionals. Utilizing a data-driven talent-matching platform, YellowBird employs advanced matching technology to ensure that clients find the right individuals based on location and relevant experience. This approach allows organizations to engage skilled professionals who are not only capable but also passionate about making a positive impact in their fields. Through its platform, YellowBird aims to simplify the hiring process for businesses while fostering a community of dedicated experts.

Vexi is a financial technology company based in Mexico City, founded in 2016, that provides credit card services tailored for the young, underbanked population in Latin America. The company offers a mobile application that enables users to develop personalized payment plans, manage expenses, and build credit history with minimal documentation. Vexi's credit card services include both online and physical cards, allowing for flexible use in digital transactions and physical establishments. By leveraging proprietary technology, Vexi aims to enhance accessibility to formal credit while ensuring a secure and user-friendly experience without annuity charges.

CNote is an investment platform that focuses on fostering economic and racial justice through financial innovation. Founded in 2016 by two women with extensive backgrounds in finance and venture capital, CNote operates as a certified B-Corporation based in Oakland, California. The platform offers alternative financial vehicles, such as CNote Savings, which provides savers with competitive returns—up to 2.5% annually—significantly higher than traditional savings accounts. CNote directs investments toward funding women and minority-led small businesses, affordable housing, and economic development in underserved communities across the United States. By aligning financial returns with social impact, CNote enables users to invest in the causes and communities that matter to them.

Circle is a developer of insurance sales and member retention products tailored for health insurance carriers and their sales channels. The company's platform enables brokers to efficiently quote and enroll clients in various Medicare Advantage, supplemental, and prescription drug plans across the country. Utilizing advanced customer relationship management features, Circle's tools include commission tracking, contracting, licensing, lead generation, and digital Statements of Understanding, all designed to streamline the insurance sales process. By enhancing benefit management capabilities, Circle aims to reduce the financial burden of out-of-pocket medical costs for beneficiaries and improve overall sales efficiency for insurance companies. In addition, the company is working on a platform to facilitate telemedicine access for older adults during the COVID-19 pandemic, further supporting healthcare needs in the community.

HoneyBee is a Certified Benefit Corporation dedicated to alleviating financial insecurity in the workplace. The company offers a financial wellness platform that provides Rainy Day Coverage, which includes no-cost emergency funds and bilingual on-demand financial counseling. This platform is designed to assist employees in managing their finances by addressing key areas such as student loans, savings, budgeting, debt management, and credit building. By implementing a supplemental financial wellness program, HoneyBee aims to attract new talent and improve employee retention, ultimately fostering a financially healthy workforce.

Circle is a developer of insurance sales and member retention products tailored for health insurance carriers and their sales channels. The company's platform enables brokers to efficiently quote and enroll clients in various Medicare Advantage, supplemental, and prescription drug plans across the country. Utilizing advanced customer relationship management features, Circle's tools include commission tracking, contracting, licensing, lead generation, and digital Statements of Understanding, all designed to streamline the insurance sales process. By enhancing benefit management capabilities, Circle aims to reduce the financial burden of out-of-pocket medical costs for beneficiaries and improve overall sales efficiency for insurance companies. In addition, the company is working on a platform to facilitate telemedicine access for older adults during the COVID-19 pandemic, further supporting healthcare needs in the community.

Circle is a developer of insurance sales and member retention products tailored for health insurance carriers and their sales channels. The company's platform enables brokers to efficiently quote and enroll clients in various Medicare Advantage, supplemental, and prescription drug plans across the country. Utilizing advanced customer relationship management features, Circle's tools include commission tracking, contracting, licensing, lead generation, and digital Statements of Understanding, all designed to streamline the insurance sales process. By enhancing benefit management capabilities, Circle aims to reduce the financial burden of out-of-pocket medical costs for beneficiaries and improve overall sales efficiency for insurance companies. In addition, the company is working on a platform to facilitate telemedicine access for older adults during the COVID-19 pandemic, further supporting healthcare needs in the community.

CNote is an investment platform that focuses on fostering economic and racial justice through financial innovation. Founded in 2016 by two women with extensive backgrounds in finance and venture capital, CNote operates as a certified B-Corporation based in Oakland, California. The platform offers alternative financial vehicles, such as CNote Savings, which provides savers with competitive returns—up to 2.5% annually—significantly higher than traditional savings accounts. CNote directs investments toward funding women and minority-led small businesses, affordable housing, and economic development in underserved communities across the United States. By aligning financial returns with social impact, CNote enables users to invest in the causes and communities that matter to them.

Scorely is an analytics platform that leverages artificial intelligence to provide accessible information on businesses, enhancing transparency in evaluating their trustworthiness. By utilizing natural language processing and machine learning, Scorely assigns grades to businesses based on comprehensive assessments of financial, legal, and customer satisfaction data. This grading system simplifies the research process for users, enabling lenders to better predict default risk, facilitate loan origination, and forecast market trends using alternative data sources. Through its innovative approach, Scorely aims to empower individuals and organizations with reliable insights into the reliability and credibility of various businesses.

Pathao Ltd. is a prominent digital platform in Bangladesh, established in 2015 and headquartered in Dhaka. The company specializes in ride-hailing, courier delivery, and food delivery services. It operates an application that facilitates ride-sharing through cars and bikes, as well as logistics solutions that connect online stores with customers for parcel delivery, including documents and gifts. Pathao has expanded its services to Nepal and currently operates in 64 districts across Bangladesh and 22 cities in Nepal. Known as the leading courier delivery company in Bangladesh, Pathao also offers fintech solutions and digital credit services, making it a significant player in the mobility, logistics, and financial services sectors in South Asia.

Social Capital Markets is a prominent organization focused on promoting the flow of capital towards initiatives that generate social good. Through its acclaimed conference series, SOCAP, it connects leaders and stakeholders passionate about creating investment-ready opportunities that address critical social and environmental issues. The conferences, held in San Francisco and Europe, attract thousands of participants from around the globe, engaging them in discussions on topics such as social enterprise, impact investing, strategic philanthropy, and technology for social innovation. SOCAP aims to raise awareness and understanding of social enterprise and impact investing, reaching a wide audience through media outreach, live-streaming of sessions, and partnerships. The organization provides a significant platform for sponsors and partners to align their missions with the evolving social enterprise movement, offering various sponsorship opportunities to enhance visibility and engagement within this growing sector.

Tau Investment Management, LLC is a venture capital and private equity firm founded in 2012 and headquartered in New York, with an additional office in Central, Hong Kong. The firm specializes in growth equity and buyout investments, primarily targeting the apparel and textile supply chain sectors. With a focus on high-growth and high-technology segments, Tau seeks to invest in companies with revenues ranging from $30 million to $300 million, typically committing between $20 million and $50 million per investment. While the firm operates globally, it predominantly concentrates on markets in Asia, including Bangladesh, Vietnam, Indonesia, China, Cambodia, and Turkey. Tau’s expertise allows it to identify manufacturers with strong management and growth potential, facilitating connections between these manufacturers and global brands and retailers within its extensive network.