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. The company has developed a data-driven talent-matching platform that utilizes advanced matching technology to ensure that businesses can find individuals with the appropriate skills and experience for specific roles. This innovative approach enables clients to engage professionals who are not only capable but also passionate about making a positive impact in their fields. By streamlining the hiring process, YellowBird facilitates effective collaborations between businesses and experts dedicated to enhancing safety and environmental standards.

Vexi is a financial technology company based in Mexico City that focuses on providing credit card services to the young and underbanked population in Latin America. Founded in 2016, Vexi aims to make credit more accessible through a fully digital onboarding process and a user-friendly mobile application. The platform allows users to develop personalized payment plans, manage expenses, and build credit history with minimal documentation. Vexi offers both an online credit card for digital purchases and a physical card for transactions at retail establishments, with no annuity charges, making it easier for underserved individuals to access formal credit. Through its proprietary technology, Vexi enhances the customer experience while promoting financial inclusion.

Founded in 2016, CNote is a women-led impact investment platform dedicated to fostering economic inclusion. It offers innovative financial products, such as CNote Savings, which provides competitive returns while investing in female-led businesses, affordable housing, and underserved communities across America.

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 that addresses financial insecurity in the workplace. It provides Rainy Day Coverage with no-cost emergency funds and bilingual on-demand financial counseling to support employees' financial health. Through its financial wellness platform, the company helps employers attract and retain talent by meeting the financial needs of the modern workforce, including features for student loans, savings and budgeting, debt management, and credit building, with the aim of 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.

Founded in 2016, CNote is a women-led impact investment platform dedicated to fostering economic inclusion. It offers innovative financial products, such as CNote Savings, which provides competitive returns while investing in female-led businesses, affordable housing, and underserved communities across America.

Scorely enhances business transparency by providing a trustworthiness grade for each company. This grade is derived from financial, legal, and customer satisfaction data, enabling users to assess reliability and make informed decisions.

Pathao Ltd. is a prominent digital platform based in Dhaka, Bangladesh, founded in 2015. The company specializes in offering a variety of services, including ride-hailing, courier delivery, food delivery, and fintech solutions. With its application, users can access on-demand transportation via cars and bikes, as well as logistics solutions for online stores, facilitating parcel delivery for documents, accessories, and gifts. Pathao has expanded its operations to Nepal and serves 64 districts in Bangladesh and 22 cities in Nepal, establishing itself as the leading courier delivery company in Bangladesh. The platform aims to innovate mobility, logistics, and financial services across South Asia while providing a seamless experience for its users.

Social Capital Markets is a prominent organization focused on enhancing the flow of capital towards socially beneficial initiatives. Best known for its SOCAP conference series, the organization connects leaders from various sectors to foster a marketplace that merges financial growth with social impact. Each year, the SOCAP conferences, held in San Francisco and Europe, bring together thousands of participants from around the globe to discuss and explore innovative investment opportunities that address pressing social and environmental challenges. The events cover a wide range of topics, including social enterprise, impact investing, and technology for good, while also generating substantial media coverage to raise awareness about the importance of social enterprise. By providing a platform for collaboration and dialogue, Social Capital Markets plays a vital role in promoting the social enterprise movement and facilitating partnerships that align values and missions within the 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.