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.

CNote is a California-based fintech company established in 2016 by two finance industry veterans. It operates an investment platform designed to generate higher returns while supporting social causes and underserved communities. The company's flagship product, CNote Savings, offers competitive annual returns of up to 2.5%, significantly more than traditional savings accounts. CNote is a certified B-Corporation led by women, committed to fostering economic justice through impact investing in female-led businesses, minority-owned enterprises, affordable housing, and community development projects across the U.S.

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 employees with no-cost emergency funds through its Rainy Day Coverage, alongside bilingual on-demand financial counseling. By addressing key financial challenges such as student loans, savings, budgeting, debt management, and credit building, HoneyBee aims to enhance the financial health of employees. This comprehensive approach not only supports the financial needs of the modern workforce but also helps employers attract and retain talent by fostering a financially secure work environment.

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 a California-based fintech company established in 2016 by two finance industry veterans. It operates an investment platform designed to generate higher returns while supporting social causes and underserved communities. The company's flagship product, CNote Savings, offers competitive annual returns of up to 2.5%, significantly more than traditional savings accounts. CNote is a certified B-Corporation led by women, committed to fostering economic justice through impact investing in female-led businesses, minority-owned enterprises, affordable housing, and community development projects across the U.S.

Scorely is a technology company that provides an AI-based analytics platform focused on business credit ratings. By utilizing natural language processing and machine learning, Scorely simplifies the process of researching businesses, offering a comprehensive grade for each entity based on financial, legal, and customer satisfaction data. This approach enhances transparency regarding a business's trustworthiness and reliability, enabling lenders to better predict default risk, originate loans, and forecast market trends using alternative data. Through its services, Scorely aims to make information about businesses accessible to everyone, facilitating informed decision-making for both consumers and financial institutions.

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.