Social Leverage

SlashExperts is a technology company that provides a platform for business-to-business marketing and sales teams. Its core product is a customer engagement platform, which helps these teams convert sales backchannels and customer references into scalable revenue opportunities. The platform offers customizable booking systems, CRM integrations, and expert-driven conversion tools, enabling sales and marketing teams to connect prospects with customer advocates, accelerate sales pipelines, and improve deal win rates.

Ribbon is an AI-powered job search tool that helps you discover your dream job faster. It offers a range of services tailored for your job search needs. From creating professional resumes to conducting mock interviews, Ribbon provides personalized guidance at every step of your job search.

Archive Intel is a SaaS company specializing in AI-powered archiving and compliance solutions for financial institutions. Its platform efficiently captures and stores various client communication data, including emails, social media content, text messages, podcasts, and website data, within a user-friendly interface designed for financial companies. The solution leverages AI to streamline the compliance process, offering real-time updates and reducing manual review. Pricing starts at $99 per month for the initial three users, with additional connectors available for $10 per month.

AI-driven platform for investors to claim compesation in securities fraud cases.

Archive Intel is a SaaS company specializing in AI-powered archiving and compliance solutions for financial institutions. Its platform efficiently captures and stores various client communication data, including emails, social media content, text messages, podcasts, and website data, within a user-friendly interface designed for financial companies. The solution leverages AI to streamline the compliance process, offering real-time updates and reducing manual review. Pricing starts at $99 per month for the initial three users, with additional connectors available for $10 per month.

Beehiiv is a developer of an email newsletter platform that empowers creators to produce, monetize, and grow their newsletters. The platform enhances audience engagement through advanced customization and superior analytics, allowing users to effectively scale their web and email content. By offering a direct engagement model, Beehiiv enables publishers and advertisers to reduce reliance on lower-quality cookie-based data. Importantly, the company does not take a share of subscription revenue, providing a more lucrative financial model for creators. This approach facilitates the growth of custom newsletters and websites, supporting clients in expanding their reach and monetization efforts.

Gemini Sports Analytics is a company that focuses on developing a data management platform tailored for the sports management industry. The platform employs artificial intelligence-based predictive analytics tools, which assist sports managers in making informed, data-driven decisions. By utilizing these advanced analytics, Gemini Sports Analytics aims to improve athlete welfare and enhance overall athletic performance. Through its innovative approach, the company seeks to address the unique challenges faced by sports managers, positioning itself as a valuable resource in the evolving landscape of sports management.

Birdwatch is a public benefit corporation focused on simplifying homeownership for busy homeowners by offering a comprehensive home maintenance platform. The company provides convenient and reliable services, including repairs, preventative maintenance, and renovation advising, all for a monthly fee. By addressing the common issues that arise in and around homes, Birdwatch allows homeowners to maintain their properties without the usual hassles. The company's mission emphasizes promoting equal access to safe and dignified homeownership, while also highlighting the importance of building intergenerational wealth. With a team dedicated to enhancing the homeowner experience, Birdwatch aims to create a sense of security and comfort in every home.

Tixologi is a customizable ticketing platform designed for event producers, enabling them to take control of their ticketing experience and enhance their brand presence. The platform employs blockchain technology to prevent ticket fraud and duplication, while offering adaptive, time-based ticketing solutions. Additionally, it features a mobile application that streamlines the ticket purchasing process, allowing event organizers to gain insights into their attendees and helping ticket buyers to better understand and grow their fanbase. Tixologi's focus on empowering event producers aims to improve ticket sales and foster community engagement.

Gemini Sports Analytics is a company that focuses on developing a data management platform tailored for the sports management industry. The platform employs artificial intelligence-based predictive analytics tools, which assist sports managers in making informed, data-driven decisions. By utilizing these advanced analytics, Gemini Sports Analytics aims to improve athlete welfare and enhance overall athletic performance. Through its innovative approach, the company seeks to address the unique challenges faced by sports managers, positioning itself as a valuable resource in the evolving landscape of sports management.

Frec is a financial technology company that provides an investment platform featuring a range of automated self-service products aimed at simplifying sophisticated investment strategies. The company focuses on direct indexing, portfolio lines of credit, and high-yield treasury offerings, which have typically been accessible only through wealth advisors. Frec's Direct Indexing solution allows users to track S&P indices while benefiting from tax savings and customization options, thereby enhancing the advantages of index investing. Additionally, Frec enables users to obtain instant loans without the need for underwriting or credit checks, making advanced financial tools more accessible to individual investors.

Punchup is developing innovative tools to allow live entertainers to own and activate the relationship with their fans

Equabli is a developer of a debt recovery platform that streamlines the complex and fragmented debt collection process through a centralized managed service. The platform offers an integrated ecosystem that facilitates digital-first, multi-channel communication, enabling creditors to manage delinquencies and defaults efficiently. It provides end-to-end lifecycle management of debt recoveries, incorporating asset management with built-in controls and producing personalized communications tailored to consumers' preferred digital channels. By consolidating and simplifying the debt recovery process, Equabli aims to enhance the experience for both creditors and consumers, while generating actionable insights that improve overall outcomes in debt management.

Beehiiv is a developer of an email newsletter platform that empowers creators to produce, monetize, and grow their newsletters. The platform enhances audience engagement through advanced customization and superior analytics, allowing users to effectively scale their web and email content. By offering a direct engagement model, Beehiiv enables publishers and advertisers to reduce reliance on lower-quality cookie-based data. Importantly, the company does not take a share of subscription revenue, providing a more lucrative financial model for creators. This approach facilitates the growth of custom newsletters and websites, supporting clients in expanding their reach and monetization efforts.

inBanx is a company that develops a digital payments platform designed to simplify business payments and enhance financial management for organizations. Its solution allows businesses to effectively budget, manage card programs, and control spending across various divisions and departments. By providing real-time data through a user-friendly interface, inBanx leverages AI-generated insights to automate expense reporting and reduce manual workflows. The platform aims to help companies eliminate overspending and unnecessary expenditures, ultimately streamlining financial processes and reducing licensing costs.

Pro Platforms is a fintech company that aims to digitize the residential and construction industries. Pro Platforms provides tools such as proposal, contract, and invoicing software, a homeowner project management tool, and a treasury management and payment processing platform. The company was founded in 2022 and is based in Miami, Florida.

eToro is a global multi-asset investment platform founded in 2007, based in London. It empowers individuals to grow their knowledge and wealth by providing a social trading network that allows users to trade various assets including currencies, commodities, indices, crypto assets, and stocks. eToro's platform enables users to manually invest in different asset classes or automatically copy the trades of other successful traders within its community of over 23 million registered users. The company operates as a subsidiary of eToro Group Limited.

Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align. Founded in 2018, Seeds is enabling the evolution toward truly intentional, purposeful, and personalized investing.

Beehiiv is a developer of an email newsletter platform that empowers creators to produce, monetize, and grow their newsletters. The platform enhances audience engagement through advanced customization and superior analytics, allowing users to effectively scale their web and email content. By offering a direct engagement model, Beehiiv enables publishers and advertisers to reduce reliance on lower-quality cookie-based data. Importantly, the company does not take a share of subscription revenue, providing a more lucrative financial model for creators. This approach facilitates the growth of custom newsletters and websites, supporting clients in expanding their reach and monetization efforts.

Sequel provides a low-code solution for live video that enables brands to turn their websites into hubs for live engagement and engage their communities on their own websites.

Covey is an analyst-led community focused on identifying and rewarding emerging talent in money management. The company has developed a financial platform that facilitates the creation and sharing of portfolios among users. This platform allows analysts to share portfolio analytics across various communities while aggregating trade-level data on equities. By providing a sophisticated mock portfolio trading suite, Covey assists hedge funds and investment institutions in refining their trading strategies, ultimately enhancing their investment decision-making processes.

Walla is a modern platform that simplifies and transforms studio operations, offering comprehensive tools for efficient management.

That.app is buiding an NFT tracking tool to help NFT collectors manage and trade NFTs at scale.

Stream develops a financial operating system that integrates various functions within a finance department, including accounts payable, accounts receivable, payments, and lending. This solution is designed to eliminate silos and streamline data flow across different systems, providing a cohesive and collaborative platform for businesses. The open application programming interface structure facilitates seamless connectivity, enabling clients to engage in digital interactions across their financial processes. By serving as the central nervous system of the financial stack, Stream enhances efficiency and control, allowing organizations to manage their financial operations more effectively.

Waitroom is an innovative video meeting application that facilitates timed face-to-face conversations between hosts and their audiences. The platform allows hosts to engage in live chats with followers, manage the duration of discussions, and interact with high-profile individuals, streamlining the communication process. With features such as clip reuse and a live timer, Waitroom enhances the experience of personalized engagement, enabling hosts to focus on one-on-one interactions. The company addresses customer inquiries through multiple channels, including phone, email, and online applications, ensuring comprehensive support for its users.

Tixologi is a customizable ticketing platform designed for event producers, enabling them to take control of their ticketing experience and enhance their brand presence. The platform employs blockchain technology to prevent ticket fraud and duplication, while offering adaptive, time-based ticketing solutions. Additionally, it features a mobile application that streamlines the ticket purchasing process, allowing event organizers to gain insights into their attendees and helping ticket buyers to better understand and grow their fanbase. Tixologi's focus on empowering event producers aims to improve ticket sales and foster community engagement.

Upstream is the best place to grow your professional community.

LogixBoard, Inc. is a Seattle-based company founded in 2016 that specializes in developing a cloud-based platform tailored for freight forwarders. This platform enhances transparency and communication between logistics service providers and their customers. LogixBoard offers a white-labeled customer experience software that seamlessly integrates with existing internal systems, allowing for a quick implementation process. The company's software provides tools for customer experience management, real-time tracking, and big data analytics, enabling freight forwarders to adapt to the evolving demands of the supply chain and logistics industry. By leveraging these capabilities, LogixBoard helps its clients improve sales, retain customers, and maintain a competitive edge in a rapidly digitizing market.

Gotrade is a fractional share trading startup focused on empowering retail investors with access to public equity markets. The company offers a mobile application that allows users from 150 countries to invest commission-free in fractions of U.S. stocks, providing the opportunity to participate in the financial markets with lower capital requirements. Users can execute a limited number of trades per week, enabling them to engage actively without extensive upfront investments. The application incorporates biometric access and encryption for enhanced security, promoting a safer investing environment. Currently, Gotrade operates on an invite-only basis, primarily targeting the Indonesian market as it seeks to expand its offerings and attract a broader investor base.

StockTwits, Inc. operates a financial communications platform designed for the investing community, facilitating the sharing of ideas, news, and information related to financial markets. Founded in 2008 by Howard Lindzon and based in New York, the platform organizes discussions around stock tickers, allowing users to engage in real-time conversations and access curated streams of insights, charts, and data. With more than 300,000 participants, including individual investors and market professionals, StockTwits has evolved into a vital resource for research and investment management, attracting an audience of over 40 million across the financial web and social media. By enabling connections among users and tracking portfolios, StockTwits enhances the collective understanding of market trends and developments.

Robin Healthcare, Inc. is a healthcare technology company founded in 2017 and headquartered in Berkeley, California, with an additional office in Austin, Texas. The company specializes in developing innovative solutions for the medical industry, including a smart assistant device, clinical documentation solutions, and services for order and medication entry, chart review, billing and coding, and referral management. Robin Healthcare provides comprehensive medical scribe services designed to alleviate administrative burdens on healthcare providers, thereby enhancing the doctor-patient experience. By integrating technology and trained medical scribes directly into electronic medical records, the company aims to streamline workflows and allow physicians to focus more on patient care.

Payitoff is a New York-based company specializing in debt infrastructure solutions, specifically focused on student loan repayment. The company develops API tools that provide users with money-saving guidance and facilitate automatic actions related to debt management. Its platform evaluates student loans to create optimal repayment schedules and identify potential savings opportunities, enabling financial institutions, fintechs, and workplace providers to assist their customers effectively. By leveraging its technology, Payitoff aims to help the average customer save approximately $240 per month on their student loans, empowering users with insights and automated enrollment options to improve their financial well-being.

Beehiiv is a developer of an email newsletter platform that empowers creators to produce, monetize, and grow their newsletters. The platform enhances audience engagement through advanced customization and superior analytics, allowing users to effectively scale their web and email content. By offering a direct engagement model, Beehiiv enables publishers and advertisers to reduce reliance on lower-quality cookie-based data. Importantly, the company does not take a share of subscription revenue, providing a more lucrative financial model for creators. This approach facilitates the growth of custom newsletters and websites, supporting clients in expanding their reach and monetization efforts.

Walla is a modern platform that simplifies and transforms studio operations, offering comprehensive tools for efficient management.

Alpaca is a developer-focused financial technology platform that provides a modern brokerage infrastructure for accessing financial markets. The company offers services that include stock and cryptocurrency investing, real-time market data, and comprehensive brokerage capabilities through user-friendly application programming interfaces (APIs). This enables developers to create trading applications and integrate investment functionalities into various products. Alpaca supports a diverse range of businesses and applications globally, catering to tens of thousands of developers who utilize its platform to enhance their financial offerings. The company has attracted significant funding from leading investors in the sector, positioning itself as a prominent player in the embedded finance landscape.

Tripp Inc. is a company focused on developing a digital psychedelic wellness platform that utilizes virtual and augmented reality to enhance emotional well-being. Founded in 2016 and headquartered in Los Angeles, California, with a satellite office in Chicago, the company creates immersive experiences that combine audio, visual elements, and gameplay mechanics to promote mindfulness and transformation. Tripp’s offerings are informed by scientific research indicating that interactive digital experiences can positively influence brain function. Through its platform, the company delivers wellness solutions designed to help users manage their emotions, reduce stress and anxiety, and achieve a state of calm and focus.

Gotrade is a fractional share trading startup focused on empowering retail investors with access to public equity markets. The company offers a mobile application that allows users from 150 countries to invest commission-free in fractions of U.S. stocks, providing the opportunity to participate in the financial markets with lower capital requirements. Users can execute a limited number of trades per week, enabling them to engage actively without extensive upfront investments. The application incorporates biometric access and encryption for enhanced security, promoting a safer investing environment. Currently, Gotrade operates on an invite-only basis, primarily targeting the Indonesian market as it seeks to expand its offerings and attract a broader investor base.

Nayya is a developer of a benefits experience platform aimed at helping employees manage their health and financial potential more effectively. By leveraging billions of data points and machine learning, Nayya provides personalized decision support and guidance during critical times such as open enrollment, new employee onboarding, and qualifying life events. The platform addresses the complexities and stress associated with selecting benefits, offering users clarity and control to make informed choices. By improving transparency and understanding in the benefits selection process, Nayya aspires to enhance the overall experience of consumers and their employers, fostering a sense of confidence and peace throughout the year.

Rally is an investment platform that enables individuals to buy and sell fractional equity shares in various collectible assets, such as sports cards, classic cars, vintage watches, and rare books. Founded in 2016 and headquartered in New York, Rally aims to democratize access to alternative investments, which have traditionally been limited to a select group of investors. By providing a marketplace that emphasizes liquidity and transparency, Rally allows members from all income levels to participate in the ownership of high-value collectibles, fostering a more inclusive investment environment.

LogixBoard, Inc. is a Seattle-based company founded in 2016 that specializes in developing a cloud-based platform tailored for freight forwarders. This platform enhances transparency and communication between logistics service providers and their customers. LogixBoard offers a white-labeled customer experience software that seamlessly integrates with existing internal systems, allowing for a quick implementation process. The company's software provides tools for customer experience management, real-time tracking, and big data analytics, enabling freight forwarders to adapt to the evolving demands of the supply chain and logistics industry. By leveraging these capabilities, LogixBoard helps its clients improve sales, retain customers, and maintain a competitive edge in a rapidly digitizing market.

Sequel provides a low-code solution for live video that enables brands to turn their websites into hubs for live engagement and engage their communities on their own websites.

1upHealth, Inc. is a health data aggregation and centralization company based in Boston, Massachusetts, founded in 2017. It operates a platform that enables patients, providers, and software developers to securely aggregate and share medical data from various electronic medical record systems. The platform consolidates health data into a digital health record that users can control and share with healthcare providers. It facilitates real-time access to updated patient information across multiple health systems, enhancing the ability of providers to deliver informed care. Additionally, the platform automates secure data sharing from electronic medical records and wearable device metrics, allowing for improved healthcare outcomes through a trusted interoperability network.

Nayya is a developer of a benefits experience platform aimed at helping employees manage their health and financial potential more effectively. By leveraging billions of data points and machine learning, Nayya provides personalized decision support and guidance during critical times such as open enrollment, new employee onboarding, and qualifying life events. The platform addresses the complexities and stress associated with selecting benefits, offering users clarity and control to make informed choices. By improving transparency and understanding in the benefits selection process, Nayya aspires to enhance the overall experience of consumers and their employers, fostering a sense of confidence and peace throughout the year.

CarPay is a loan management software company based in Venice, California, founded in 2016. It specializes in providing cloud-based solutions tailored for buy here pay here (BHPH) dealers. The platform enables dealers to effectively manage their loan portfolios by offering borrowers multiple payment options and automating reminders for payment due dates. This functionality not only reduces delinquency rates but also allows dealers to allocate less time to payment processing, thereby enhancing their focus on revenue generation and customer satisfaction. CarPay's suite of tools is designed to optimize loan performance and improve the overall experience for both dealers and borrowers.

Walla is a modern platform that simplifies and transforms studio operations, offering comprehensive tools for efficient management.

Alpaca is a developer-focused financial technology platform that provides a modern brokerage infrastructure for accessing financial markets. The company offers services that include stock and cryptocurrency investing, real-time market data, and comprehensive brokerage capabilities through user-friendly application programming interfaces (APIs). This enables developers to create trading applications and integrate investment functionalities into various products. Alpaca supports a diverse range of businesses and applications globally, catering to tens of thousands of developers who utilize its platform to enhance their financial offerings. The company has attracted significant funding from leading investors in the sector, positioning itself as a prominent player in the embedded finance landscape.

Rally is an investment platform that enables individuals to buy and sell fractional equity shares in various collectible assets, such as sports cards, classic cars, vintage watches, and rare books. Founded in 2016 and headquartered in New York, Rally aims to democratize access to alternative investments, which have traditionally been limited to a select group of investors. By providing a marketplace that emphasizes liquidity and transparency, Rally allows members from all income levels to participate in the ownership of high-value collectibles, fostering a more inclusive investment environment.

Nayya is a developer of a benefits experience platform aimed at helping employees manage their health and financial potential more effectively. By leveraging billions of data points and machine learning, Nayya provides personalized decision support and guidance during critical times such as open enrollment, new employee onboarding, and qualifying life events. The platform addresses the complexities and stress associated with selecting benefits, offering users clarity and control to make informed choices. By improving transparency and understanding in the benefits selection process, Nayya aspires to enhance the overall experience of consumers and their employers, fostering a sense of confidence and peace throughout the year.

CarPay is a loan management software company based in Venice, California, founded in 2016. It specializes in providing cloud-based solutions tailored for buy here pay here (BHPH) dealers. The platform enables dealers to effectively manage their loan portfolios by offering borrowers multiple payment options and automating reminders for payment due dates. This functionality not only reduces delinquency rates but also allows dealers to allocate less time to payment processing, thereby enhancing their focus on revenue generation and customer satisfaction. CarPay's suite of tools is designed to optimize loan performance and improve the overall experience for both dealers and borrowers.

1upHealth, Inc. is a health data aggregation and centralization company based in Boston, Massachusetts, founded in 2017. It operates a platform that enables patients, providers, and software developers to securely aggregate and share medical data from various electronic medical record systems. The platform consolidates health data into a digital health record that users can control and share with healthcare providers. It facilitates real-time access to updated patient information across multiple health systems, enhancing the ability of providers to deliver informed care. Additionally, the platform automates secure data sharing from electronic medical records and wearable device metrics, allowing for improved healthcare outcomes through a trusted interoperability network.

Alpaca is a developer-focused financial technology platform that provides a modern brokerage infrastructure for accessing financial markets. The company offers services that include stock and cryptocurrency investing, real-time market data, and comprehensive brokerage capabilities through user-friendly application programming interfaces (APIs). This enables developers to create trading applications and integrate investment functionalities into various products. Alpaca supports a diverse range of businesses and applications globally, catering to tens of thousands of developers who utilize its platform to enhance their financial offerings. The company has attracted significant funding from leading investors in the sector, positioning itself as a prominent player in the embedded finance landscape.

Payitoff is a New York-based company specializing in debt infrastructure solutions, specifically focused on student loan repayment. The company develops API tools that provide users with money-saving guidance and facilitate automatic actions related to debt management. Its platform evaluates student loans to create optimal repayment schedules and identify potential savings opportunities, enabling financial institutions, fintechs, and workplace providers to assist their customers effectively. By leveraging its technology, Payitoff aims to help the average customer save approximately $240 per month on their student loans, empowering users with insights and automated enrollment options to improve their financial well-being.

LogixBoard, Inc. is a Seattle-based company founded in 2016 that specializes in developing a cloud-based platform tailored for freight forwarders. This platform enhances transparency and communication between logistics service providers and their customers. LogixBoard offers a white-labeled customer experience software that seamlessly integrates with existing internal systems, allowing for a quick implementation process. The company's software provides tools for customer experience management, real-time tracking, and big data analytics, enabling freight forwarders to adapt to the evolving demands of the supply chain and logistics industry. By leveraging these capabilities, LogixBoard helps its clients improve sales, retain customers, and maintain a competitive edge in a rapidly digitizing market.

Koyfin, Inc. operates an advanced online financial data and analytics platform that caters to financial and investment professionals. Founded in 2016 and headquartered in Brooklyn, New York, Koyfin provides users with tools designed for investment research and portfolio analytics. The platform allows investors to track macro data across a wide array of asset classes, including equities, fixed income, currencies, commodities, and global economic indicators. By utilizing sophisticated yet user-friendly visualization tools, Koyfin enables users to analyze bulk data sets, create dashboards, and identify macro trends, facilitating informed decision-making prior to investments. The company positions itself as a cost-effective alternative to existing premium tools, enhancing accessibility to essential market insights for its clients.

Stackin' is a financial fitness platform aimed at empowering individuals to enhance their financial lives through engaging text messages. With over one million subscribers, it targets a younger demographic by offering tools and curated products that promote healthy financial habits in a fun and judgment-free environment. The platform leverages a custom messaging system, along with data, machine learning, and human interaction, to send personalized messages that educate users on saving money, reducing debt, and starting to invest. Additionally, Stackin' provides financial tips and content designed to inform and entertain its audience, helping them make informed decisions for their financial future.

Secfi, Inc. is a San Francisco-based company founded in 2017, specializing in pre-wealth advisory solutions for startup employees and founders. It offers a proprietary suite of equity planning tools and financing solutions, enabling employees to exercise options and secure shareholder financing. By providing personalized guidance from licensed equity strategists, Secfi helps individuals make informed financial decisions regarding their equity from the initial offer to the IPO stage. The company also delivers educational resources tailored for startups at various stages, enhancing employees' understanding of their equity options. Secfi has established a reputation for supporting employees from a significant majority of U.S. unicorns, positioning itself as a trusted partner in equity planning and financial management. Additionally, the company has an office in Amsterdam, expanding its reach in the European market.

StayTuned Digital, Inc. is a New York-based company that specializes in providing content delivery services for content creators and high-growth e-commerce brands, particularly those utilizing Shopify. The company offers a comprehensive suite of tools designed to enhance growth by facilitating platform integrations, executing content marketing strategies, and analyzing performance across various content types and channels. With a focus on supporting e-commerce brands, StayTuned aims to empower its clients to achieve accelerated growth in a competitive market.

1upHealth, Inc. is a health data aggregation and centralization company based in Boston, Massachusetts, founded in 2017. It operates a platform that enables patients, providers, and software developers to securely aggregate and share medical data from various electronic medical record systems. The platform consolidates health data into a digital health record that users can control and share with healthcare providers. It facilitates real-time access to updated patient information across multiple health systems, enhancing the ability of providers to deliver informed care. Additionally, the platform automates secure data sharing from electronic medical records and wearable device metrics, allowing for improved healthcare outcomes through a trusted interoperability network.

Cosaic, Inc. is a software developer specializing in charting and data visualization solutions tailored for the capital markets. The company focuses on creating HTML5 financial charting tools that serve brokerages, individual traders, institutional trading desks, financial portals, and independent trading platforms. Its flagship product, ChartIQ, is a professional-grade financial visualization platform that enables clients to design responsive and interactive charting experiences for their end users. Additionally, Cosaic offers the Term Structure Graph, a real-time interactive chart for fixed income and derivatives markets. The company's technology is designed to integrate seamlessly across multiple devices and frameworks, enhancing user efficiency and allowing financial firms to connect third-party applications within their systems. Founded in 2012 and based in Charlottesville, Virginia, Cosaic was previously known as ChartIQ, Inc. until its name change in July 2020.

Kustomer, Inc. is a customer service software company that specializes in developing a customer relationship management (CRM) platform designed to enhance enterprise customer service experiences. Founded in 2015 and headquartered in New York, with an additional office in Durham, North Carolina, Kustomer's platform consolidates data from various sources, allowing businesses to manage inquiries and customer relationships effectively. It provides a comprehensive view of customer interactions, including buying history and previous help desk conversations, enabling agents to address customer queries and issues efficiently. Kustomer serves a range of notable brands, helping them deliver exceptional service and support through a unified timeline view, thereby streamlining communication and improving customer satisfaction.

ProducePay, founded by Pablo Borquez Schwarzbeck, is an AgTech company dedicated to transforming the fresh produce supply chain. By addressing the economic and food waste caused by its volatility and fragmentation, ProducePay offers a Predictable Commerce Platform that enhances connectivity between growers and buyers. This platform provides farmers with immediate access to financing, liquidity, and real-time pricing data, fostering transparency and enabling efficient business operations. Additionally, it facilitates connections with key industry players, allowing farmers to access tailored cash flow services. Through these innovations, ProducePay is committed to delivering fresher produce to consumers while promoting sustainable practices within the global fresh produce industry.

Rally is an investment platform that enables individuals to buy and sell fractional equity shares in various collectible assets, such as sports cards, classic cars, vintage watches, and rare books. Founded in 2016 and headquartered in New York, Rally aims to democratize access to alternative investments, which have traditionally been limited to a select group of investors. By providing a marketplace that emphasizes liquidity and transparency, Rally allows members from all income levels to participate in the ownership of high-value collectibles, fostering a more inclusive investment environment.

Kustomer, Inc. is a customer service software company that specializes in developing a customer relationship management (CRM) platform designed to enhance enterprise customer service experiences. Founded in 2015 and headquartered in New York, with an additional office in Durham, North Carolina, Kustomer's platform consolidates data from various sources, allowing businesses to manage inquiries and customer relationships effectively. It provides a comprehensive view of customer interactions, including buying history and previous help desk conversations, enabling agents to address customer queries and issues efficiently. Kustomer serves a range of notable brands, helping them deliver exceptional service and support through a unified timeline view, thereby streamlining communication and improving customer satisfaction.

Secfi, Inc. is a San Francisco-based company founded in 2017, specializing in pre-wealth advisory solutions for startup employees and founders. It offers a proprietary suite of equity planning tools and financing solutions, enabling employees to exercise options and secure shareholder financing. By providing personalized guidance from licensed equity strategists, Secfi helps individuals make informed financial decisions regarding their equity from the initial offer to the IPO stage. The company also delivers educational resources tailored for startups at various stages, enhancing employees' understanding of their equity options. Secfi has established a reputation for supporting employees from a significant majority of U.S. unicorns, positioning itself as a trusted partner in equity planning and financial management. Additionally, the company has an office in Amsterdam, expanding its reach in the European market.

WHIFF, Inc. is a fragrance company based in San Diego, California, founded in 2017. The company specializes in providing custom and curated fragrances for celebrities, influencers, and brands, aiming to transform the fragrance discovery experience. WHIFF allows customers to discover, sample, create, and personalize fragrances through its proprietary technology. Its offerings include a variety of colognes that can be customized online and are professionally blended according to individual preferences. By focusing on personalization and innovation, WHIFF seeks to redefine how consumers engage with fragrances.

Rally is an investment platform that enables individuals to buy and sell fractional equity shares in various collectible assets, such as sports cards, classic cars, vintage watches, and rare books. Founded in 2016 and headquartered in New York, Rally aims to democratize access to alternative investments, which have traditionally been limited to a select group of investors. By providing a marketplace that emphasizes liquidity and transparency, Rally allows members from all income levels to participate in the ownership of high-value collectibles, fostering a more inclusive investment environment.

Stackin' is a financial fitness platform aimed at empowering individuals to enhance their financial lives through engaging text messages. With over one million subscribers, it targets a younger demographic by offering tools and curated products that promote healthy financial habits in a fun and judgment-free environment. The platform leverages a custom messaging system, along with data, machine learning, and human interaction, to send personalized messages that educate users on saving money, reducing debt, and starting to invest. Additionally, Stackin' provides financial tips and content designed to inform and entertain its audience, helping them make informed decisions for their financial future.

ProducePay, founded by Pablo Borquez Schwarzbeck, is an AgTech company dedicated to transforming the fresh produce supply chain. By addressing the economic and food waste caused by its volatility and fragmentation, ProducePay offers a Predictable Commerce Platform that enhances connectivity between growers and buyers. This platform provides farmers with immediate access to financing, liquidity, and real-time pricing data, fostering transparency and enabling efficient business operations. Additionally, it facilitates connections with key industry players, allowing farmers to access tailored cash flow services. Through these innovations, ProducePay is committed to delivering fresher produce to consumers while promoting sustainable practices within the global fresh produce industry.

Nimble is a Web Based SaaS platform that helps small businesses attract and retain customers by enabling their team to work more effectively together and stay top of mind with their prospects and customers. Nimble was designed to enable small business to attain the same benefits larger companies have achieved with their CRM strategies without the associated costs and complexities. Nimble CRM combines the power of relationship management, unified conversations/communications, social media tools, and team Collaboration under one roof. Nimble keeps you and your team organized and allows more effective communications between your company and its contacts from one centralized SaaS platform regardless of what they are using: Facebook, Twitter, LinkedIn, IM, text message or email.

Stackin' is a financial fitness platform aimed at empowering individuals to enhance their financial lives through engaging text messages. With over one million subscribers, it targets a younger demographic by offering tools and curated products that promote healthy financial habits in a fun and judgment-free environment. The platform leverages a custom messaging system, along with data, machine learning, and human interaction, to send personalized messages that educate users on saving money, reducing debt, and starting to invest. Additionally, Stackin' provides financial tips and content designed to inform and entertain its audience, helping them make informed decisions for their financial future.

CommLoan is a commercial lending platform designed to connect commercial mortgage borrowers with a variety of loan products. The platform provides users access to multiple lenders, facilitating the comparison of different loan terms. By offering streamlined processes and tools, CommLoan enables borrowers to efficiently identify and select the loan options that best suit their specific financial needs. This approach simplifies the borrowing experience and enhances accessibility to commercial financing solutions.

Mio, based in Austin, Texas, specializes in messaging interoperability solutions that facilitate collaboration across different communication platforms. Its flagship product, Mio Universal Channels, connects users on Slack, Microsoft Teams, and Webex Teams, allowing seamless interactions between employees from various organizations. Users can engage in chat, share files, and manage conversations through their preferred tools, enhancing productivity and teamwork. Founded by Tom Hadfield and James Cundle, Mio has secured $12 million in funding from notable investors, including Goldcrest Capital and Y Combinator. The company aims to streamline cross-platform communication, enabling efficient collaboration regardless of the chat application used.

TrueFacet, Inc. is an online marketplace that specializes in the buying and selling of authenticated luxury watches and fine jewelry. Founded in 2013 and based in New York, the company connects buyers and sellers by offering a diverse selection of new and pre-owned items, including rings, earrings, bracelets, necklaces, and designer watches from prestigious brands. TrueFacet emphasizes trust and transparency, ensuring that every piece undergoes a thorough inspection by industry experts to guarantee quality and authenticity. The platform is designed to provide a seamless shopping experience, catering to luxury enthusiasts with competitive pricing and expert insights. By maintaining rigorous authentication processes and a commitment to customer service, TrueFacet aims to redefine the online luxury accessory market while making high-end jewelry and timepieces more accessible.

FORWARD is an Integrated Program Administration solution that helps governments and non-profits administer resources to communities quickly, securely, and equitably.

Beyond is a leading Revenue Management Platform that specializes in providing tools for short-term rental managers and property owners to enhance their revenue potential. Founded in 2013, the company has developed a comprehensive suite of tools, including Signal, Relay, Insights, Guidance, and Projections, which have enabled partners to achieve significant increases in booking revenue, often by as much as 40%. Beyond has supported over 340,000 properties across more than 7,500 cities globally, establishing itself as a pioneer in pricing strategies tailored for the short-term rental market. The company's innovative approach continues to empower its users with the necessary resources to succeed in a competitive landscape.

StockTwits, Inc. operates a financial communications platform designed for the investing community, facilitating the sharing of ideas, news, and information related to financial markets. Founded in 2008 by Howard Lindzon and based in New York, the platform organizes discussions around stock tickers, allowing users to engage in real-time conversations and access curated streams of insights, charts, and data. With more than 300,000 participants, including individual investors and market professionals, StockTwits has evolved into a vital resource for research and investment management, attracting an audience of over 40 million across the financial web and social media. By enabling connections among users and tracking portfolios, StockTwits enhances the collective understanding of market trends and developments.

ProducePay, founded by Pablo Borquez Schwarzbeck, is an AgTech company dedicated to transforming the fresh produce supply chain. By addressing the economic and food waste caused by its volatility and fragmentation, ProducePay offers a Predictable Commerce Platform that enhances connectivity between growers and buyers. This platform provides farmers with immediate access to financing, liquidity, and real-time pricing data, fostering transparency and enabling efficient business operations. Additionally, it facilitates connections with key industry players, allowing farmers to access tailored cash flow services. Through these innovations, ProducePay is committed to delivering fresher produce to consumers while promoting sustainable practices within the global fresh produce industry.

SparkFin is a fintech company based in San Diego, California, specializing in stock discovery through its innovative mobile platform. The company has developed a user-friendly interface that allows users to easily track investment updates and receive real-time notifications and alerts about stocks. By providing hand-curated automated updates, SparkFin helps users monitor market movements and discover new investment opportunities. The firm aims to enhance the investment experience by facilitating the sharing and finding of stock ideas, positioning itself as a valuable resource for both individual and institutional investors.

Prompt is a command line. It allows users to send simple text commands to access services, make purchases and control IoT devices via SMS, Slack, and the Web. It is a text interface to thousands of services, including home automation, commerce, information, and productivity tools.

Wholi is a London-based company that has developed a recommendation platform aimed at enhancing the utility of personal contact networks within the startup community. By leveraging advanced technologies such as web-scale data gathering, natural language processing, machine learning, and graph networks, Wholi addresses the challenges of online people search. The platform allows users to articulate their needs and select specific contacts to view their requests, enabling those contacts to provide tailored recommendations. This innovative approach facilitates more effective networking, helping individuals maximize the value of their professional relationships.

Civic Technologies, Inc. is a company based in Palo Alto, California, established in 2015, that specializes in consumer identity theft protection and online identity fraud reduction services. The company develops a blockchain-based ecosystem that empowers individuals and businesses to control and protect their identities. Civic offers secure identity verification and payment solutions through mobile applications compatible with both iOS and Android platforms. Their innovative technology focuses on enabling users to manage their personal information securely and conveniently, while also facilitating the transition between traditional currencies and cryptocurrencies. Civic aims to revolutionize identity management by providing a user-friendly interface and compliance features that meet the security requirements of partners engaged in blockchain technology.

Glassbreakers, Inc. is an enterprise software company that specializes in providing a peer-mentoring platform aimed at enhancing diversity and inclusion within organizations. Founded in 2014 and headquartered in Oakland, California, the company offers data-driven mentorship and talent development tools designed to support companies in retaining and promoting women. Glassbreakers' solutions focus on managing employee resource groups effectively, enabling large organizations to improve their diversity initiatives, enhance recruitment and retention efforts, and foster leadership development. By integrating inclusivity into business practices, Glassbreakers aims to help companies achieve greater productivity and better overall performance.

Direct Match was a startup backed by venture capital, specializing in the creation of an electronic trading platform for U.S. Treasury securities. This platform operated as an all-to-all anonymous central limit order book (CLOB), facilitating fair and transparent trades between buy-side customers while providing improved liquidity and reduced transaction costs.

SparkFin is a fintech company based in San Diego, California, specializing in stock discovery through its innovative mobile platform. The company has developed a user-friendly interface that allows users to easily track investment updates and receive real-time notifications and alerts about stocks. By providing hand-curated automated updates, SparkFin helps users monitor market movements and discover new investment opportunities. The firm aims to enhance the investment experience by facilitating the sharing and finding of stock ideas, positioning itself as a valuable resource for both individual and institutional investors.

Kustomer, Inc. is a customer service software company that specializes in developing a customer relationship management (CRM) platform designed to enhance enterprise customer service experiences. Founded in 2015 and headquartered in New York, with an additional office in Durham, North Carolina, Kustomer's platform consolidates data from various sources, allowing businesses to manage inquiries and customer relationships effectively. It provides a comprehensive view of customer interactions, including buying history and previous help desk conversations, enabling agents to address customer queries and issues efficiently. Kustomer serves a range of notable brands, helping them deliver exceptional service and support through a unified timeline view, thereby streamlining communication and improving customer satisfaction.

TrueFacet, Inc. is an online marketplace that specializes in the buying and selling of authenticated luxury watches and fine jewelry. Founded in 2013 and based in New York, the company connects buyers and sellers by offering a diverse selection of new and pre-owned items, including rings, earrings, bracelets, necklaces, and designer watches from prestigious brands. TrueFacet emphasizes trust and transparency, ensuring that every piece undergoes a thorough inspection by industry experts to guarantee quality and authenticity. The platform is designed to provide a seamless shopping experience, catering to luxury enthusiasts with competitive pricing and expert insights. By maintaining rigorous authentication processes and a commitment to customer service, TrueFacet aims to redefine the online luxury accessory market while making high-end jewelry and timepieces more accessible.

ProducePay, founded by Pablo Borquez Schwarzbeck, is an AgTech company dedicated to transforming the fresh produce supply chain. By addressing the economic and food waste caused by its volatility and fragmentation, ProducePay offers a Predictable Commerce Platform that enhances connectivity between growers and buyers. This platform provides farmers with immediate access to financing, liquidity, and real-time pricing data, fostering transparency and enabling efficient business operations. Additionally, it facilitates connections with key industry players, allowing farmers to access tailored cash flow services. Through these innovations, ProducePay is committed to delivering fresher produce to consumers while promoting sustainable practices within the global fresh produce industry.

ClearServe is a technology company focused on transforming the portfolio and wealth management landscape for family offices, multi-managers, and private investors. By developing a cloud-based platform, ClearServe aims to replace outdated manual processes and legacy software with a streamlined solution that enhances data transparency and usability. The platform integrates an alternative tracking system with intuitive design features, allowing users to make informed financial and investment decisions. ClearServe addresses significant pain points in the industry, promoting efficiency and clarity in portfolio management.

Wag Labs, Inc. is a Los Angeles-based company that provides a mobile application designed to connect pet owners with trusted and certified dog walkers. Founded in 2014, the app allows users to schedule dog walking services in major urban areas such as Los Angeles and San Francisco. The platform offers features including real-time GPS tracking during walks, enabling pet owners to monitor their dog's activity. After each walk, users receive a detailed report card that includes a photo, notes from the walker, the distance traveled, and a summary of the dog's bathroom activities. This service aims to enhance the convenience and safety of dog walking for pet owners.

Robinhood Financial LLC is an online brokerage firm that provides commission-free trading services to self-directed investors through its mobile application and website. Established in 2012 and headquartered in Menlo Park, California, the company, previously known as Chronos Financial, LLC, rebranded in 2013. As a subsidiary of Robinhood Markets, Inc., Robinhood offers a comprehensive platform for trading stocks, options, exchange-traded funds (ETFs), and cryptocurrencies. The firm aims to democratize access to financial markets, allowing users to trade and manage their investments easily. Its innovative platform includes features such as fractional shares, recurring investments, and IPO access. Robinhood generates revenue primarily by routing user orders to market makers, facilitating transactions across various asset classes.

Cursive Labs is a company that specializes in providing acceleration and incubation services aimed at fostering the growth of technology startups. The team comprises dedicated designers, developers, and business professionals who focus on creating meaningful ventures that address real problems in dynamic industries. Utilizing a metrics-driven approach, Cursive Labs guides clients through the phases of idealization and growth, ensuring that their companies are well-equipped to succeed in a competitive landscape. Through its commitment to merging art and science, Cursive Labs strives to develop impactful solutions that resonate with market needs.

FORWARD is an Integrated Program Administration solution that helps governments and non-profits administer resources to communities quickly, securely, and equitably.

Beyond is a leading Revenue Management Platform that specializes in providing tools for short-term rental managers and property owners to enhance their revenue potential. Founded in 2013, the company has developed a comprehensive suite of tools, including Signal, Relay, Insights, Guidance, and Projections, which have enabled partners to achieve significant increases in booking revenue, often by as much as 40%. Beyond has supported over 340,000 properties across more than 7,500 cities globally, establishing itself as a pioneer in pricing strategies tailored for the short-term rental market. The company's innovative approach continues to empower its users with the necessary resources to succeed in a competitive landscape.

Engine by MoneyLion is a financial technology company that specializes in embedded finance and marketplace platforms for financial services. The company offers a comprehensive suite of tools, including a search, comparison, and recommendation engine for various financial products, as well as tools for offer management and optimization. These services empower businesses to integrate financial products into their operations, enabling them to deliver personalized financial offers to their clients. Additionally, Engine by MoneyLion provides a diverse range of financial services, including loans, credit, insurance, and savings account solutions.

Naritiv Inc. is a marketing and analytics company based in Los Angeles, California, that specializes in connecting brands with influencers on Snapchat. Founded in 2012, Naritiv leverages its mobile media platform to create engaging content and build large audiences for brands, generating over 20 billion views per month through its owned channels. The company offers a customized social content network and provides technology solutions that facilitate the development and management of Snapchat campaigns. Additionally, Naritiv equips its partners with analytics and reporting tools to enhance audience growth and measure campaign effectiveness across multiple platforms, including Twitter and Instagram.

Cosaic, Inc. is a software developer specializing in charting and data visualization solutions tailored for the capital markets. The company focuses on creating HTML5 financial charting tools that serve brokerages, individual traders, institutional trading desks, financial portals, and independent trading platforms. Its flagship product, ChartIQ, is a professional-grade financial visualization platform that enables clients to design responsive and interactive charting experiences for their end users. Additionally, Cosaic offers the Term Structure Graph, a real-time interactive chart for fixed income and derivatives markets. The company's technology is designed to integrate seamlessly across multiple devices and frameworks, enhancing user efficiency and allowing financial firms to connect third-party applications within their systems. Founded in 2012 and based in Charlottesville, Virginia, Cosaic was previously known as ChartIQ, Inc. until its name change in July 2020.

Robinhood Financial LLC is an online brokerage firm that provides commission-free trading services to self-directed investors through its mobile application and website. Established in 2012 and headquartered in Menlo Park, California, the company, previously known as Chronos Financial, LLC, rebranded in 2013. As a subsidiary of Robinhood Markets, Inc., Robinhood offers a comprehensive platform for trading stocks, options, exchange-traded funds (ETFs), and cryptocurrencies. The firm aims to democratize access to financial markets, allowing users to trade and manage their investments easily. Its innovative platform includes features such as fractional shares, recurring investments, and IPO access. Robinhood generates revenue primarily by routing user orders to market makers, facilitating transactions across various asset classes.

RadPad is a property searching mobile application that facilitates the rental process for both renters and landlords. The platform allows users to find apartments, condos, or homes across the country, filtering through over one million rental listings. Renters can utilize RadPad to search for new residences, sign leases electronically, and manage rent payments online. Simultaneously, landlords can list their properties, execute leases digitally, and collect rent, making the rental experience more efficient and user-friendly. The application serves as a comprehensive rental marketplace, connecting individuals in a streamlined manner.

Sapho, Inc., a subsidiary of Citrix Systems, Inc., is headquartered in San Bruno, California, and specializes in enhancing employee productivity through its enterprise workforce portal. Founded in 2014, the company leverages micro-apps to deliver personalized and relevant tasks and data to employees across various platforms, including devices, intranets, and messaging systems. These micro-apps, which are developed by IT using pre-built templates and a user-friendly drag-and-drop builder, facilitate proactive notifications about critical system data, necessary actions, and important changes that require attention. By streamlining access to actionable information, Sapho enables employees to work more efficiently and make informed decisions.

Crowdability, Inc. is a financial media company based in New York, established in 2014, that focuses on the equity crowdfunding market. The company aims to empower individual investors by offering education, information, and insights into investment opportunities within this emerging sector, which is valued at approximately $300 billion. Crowdability compiles independent research and provides original content, data, and access to a network of early-stage investing experts, including venture capitalists and professional angels. Through its website and email newsletter, Crowdability organizes and aggregates deals from various crowdfunding platforms, providing investors with essential resources to navigate the landscape of private equity investment opportunities. The company's overarching goal is to become a leading resource, akin to Morningstar, for equity crowdfunding.