Strandview

Strandview Capital provides strategic capital to early stage companies in the Financial Services & Technology sector. Our proven thematic and sector focused approach has resulted in a successful track record over the past 15 years. We typically lead investments, take large minority positions and play a highly active and strategic role with companies. Although we invest in early stage companies, we are more conservative than typical VC investors. We focus on profitability, proven products and pricing, and value opportunities in niche sectors. We are actively preparing for the next market downturn and invest in recession-resistant companies.

Kevin Covert

Co-Founder and Managing Director

Placide Gatabazi

Analyst

Theodor Stahlberg Nordegren

Vice President

12 past transactions

UNest

Series B in 2021
UNest is an app democratizing access to smart financial solutions for all families. It helps parents build a better financial future for their children. In five minutes, you can open a UTMA account for your child and no paperwork is required. All members receive access to advisor-guided investment plans, the app's simple gifting feature, UNest Rewards and they can easily set up recurring contributions. In 2018, Ksenia Yudina founded UNest in North Hollywood, California.

Coverance

Series B in 2020
Coverance Insurance Solutions, Inc our mission is to help seniors get affordable quality Medicare Supplemental Insurance that fits their needs

Acorns

Venture Round in 2019
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds offered by some asset managers including Vanguard and BlackRock. Acorns was founded in 2012 and is headquartered in Irvine, California.

Synergy One Lending

Seed Round in 2019
Synergy One Lending is an agency approved seller and servicer, licensed to conduct mortgage origination activities in 45 States. The firm is strategically built to support and grow both retail and wholesale business channels while operating under the brand Retirement Funding Solutions for its reverse mortgage lending activities and More Lending for its specialty product wholesale channel. Synergy One was incorporated in 2013 and has been creating a modern mortgage company.

Say

Funding Round in 2018
Say is a technology platform that empowers shareholders to access their full ownership rights. The platform features proxy processing, fund reports, trade confirmations, post-sale prospectus delivery, voluntary corporate actions, and class actions processing. The company was founded in 2017 and is headquartered in New York.

Coverance

Venture Round in 2018
Coverance Insurance Solutions, Inc our mission is to help seniors get affordable quality Medicare Supplemental Insurance that fits their needs

Qmerit

Venture Round in 2018
Qmerit simplifies the adoption of electrification products for residential and light commercial markets. A leader in green energy transformation, the company provides value-driven services throughout the renewable energy equipment implementation lifecycle, from system planning, contractor selection, installation oversight and ongoing maintenance. Combining the company's digital managed services platform, nationwide network of certified electrical contractors and white-glove concierge services, Qmerit delivers customers an unmatched quality experience when installing electric vehicle charging stations, battery walls and microgrid solutions. Whether you use contractors or employees to service your customers or products, your brand reputation is at risk every day. Qmerit is a software platform that enables you to manage, measure, and motivate your contractors and employees to excel while gaining visibility into their service quality. Qmerit’s patent-pending algorithms allocate the best resource at the best value for every service request. Whenever equipment in a building is being serviced, parts and materials are often required. Contractors and building engineers purchase over $100B in parts and equipment each year for service, maintenance and retrofits, but no one has successfully aggregated these purchases. Qmerit has partnered with Avendra to aggregate this spend and use this leverage with suppliers and OEM’s to maximize discounts on parts and materials and provide Amazon-like eProcurement software to access these deep discounts. At the heart of the platform is our Qmerit Contribution Index (QCI™) performance measurement system that is used for your workforce and your suppliers. The QCI is a continuously calculated score based on past performance, callback rates, procedural compliance and more. Similar to a FICO® score, QCI scores are visible to all key stakeholders, creating a powerful motivation framework that incentivizes desired behavior and provides real-time performance feedback. The QCI algorithm has been vetted and validated by the quant group at Mercer (MMC), the world’s largest human capital consulting firm.

Silvergate Bank

Funding Round in 2018
Silvergate Bank, based in La Jolla, California, is a bank holding company that offers a range of banking products and services to both businesses and individuals in the United States and internationally. Founded in 1988, it provides deposit products such as demand accounts, money market accounts, savings accounts, and certificates of deposit. The bank also offers various loan products, including real estate loans, commercial loans, construction loans, and consumer loans. Notably, Silvergate specializes in cash management services tailored for the digital currency industry, catering to U.S. exchanges and global investors. With a commitment to personalized service, Silvergate aims to deliver customized banking solutions that meet the evolving needs of its clients. The bank has maintained profitability for over 20 years and is recognized as a leading provider of financial infrastructure solutions in the digital currency sector.

Emergent Business Group

Venture Round in 2017
Emergent is offering its proprietary technology and collection capacity to credit card banks, subprime auto lenders and consumer installment lenders; including emerging online credit providers. Purchase and collection of distressed consumer debt is a large, long established business. In 2016 the industry generated $14.2 billion. A new credit cycle is emerging and data within the consumer lending sector resembles signals from the recent mortgage crisis of a potential market correction. Emergent is well positioned to participate in this next cycle.

The Closing Exchange

Private Equity Round in 2017
Closing Exchange is a full-service national signing services and technology company, engaged by top tier title and escrow companies, mortgage lenders, structured settlement firms, auto finance companies and individual consumers to provide vendor management of notaries and attorneys for notarization of documents. The Company’s objective is to become the leading, independent provider of closing services to the mortgage and auto finance industries by providing high service levels, greater transparency as to status of executed documents, industry leading standards for regulatory compliance and an integrated product offering that allows large, institutional clients to best manage its notary activities in a comprehensive rather than ad hoc manner.
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