Vanguard

Vanguard is an investment management firm founded in 1975 and headquartered in Valley Forge, Pennsylvania. It is structured as a client-owned company, meaning its investors are the ultimate owners, which underscores its commitment to serving their best interests. Vanguard provides a range of financial services, including low-cost mutual funds, exchange-traded funds, and personalized investment advice tailored for both institutional and individual investors, as well as financial professionals. The firm focuses on reducing costs and complexities in investing, aiming to make financial management accessible and efficient. Additionally, Vanguard offers services in retirement planning, pension management, and wealth management, employing data-driven strategies and insights to enhance its client relationships and guide investment decisions.

Salim Ramji

CEO

13 past transactions

Norm AI

Series B in 2025
Norm AI is a developer of an AI-powered regulatory compliance platform tailored for the legal and compliance sectors. The company's innovative approach addresses the regulatory sludge problem by transforming complex regulations into autonomous AI agents capable of making compliance determinations. This platform allows compliance teams to delegate tasks to these regulatory AI agents through high-level instructions, ensuring that the resulting work product is validated at various levels of detail. Norm AI's solutions enhance efficiency and accuracy in compliance processes, significantly benefiting organizations navigating intricate regulatory landscapes.

Petrindo

Post in 2024
Petrindo is involved in the coal and gold mining industries.

Writer

Series C in 2024
Writer is a comprehensive generative AI platform that empowers businesses to leverage large language models for content creation across various departments such as operations, marketing, and human resources. The platform features an integrated system comprising LLMs, graph-based retrieval-augmented generation, AI guardrails, and development tools, facilitating the deployment of AI applications and workflows. By streamlining content generation, Writer enables organizations to produce consistent, on-brand writing while enhancing efficiency and delivering measurable returns on investment.

Vanilla

Series B in 2024
Vanilla is an innovative Estate Advisory Platform designed to enhance the estate planning experience for wealth management firms. Built by estate professionals and advisors, the platform allows advisors, planners, and estate attorneys to provide comprehensive and modern estate planning services to their clients. By streamlining the estate analysis process, Vanilla addresses inefficiencies in document preparation and improves both advisors' and clients' understanding of estate matters. The platform aims to simplify the complexities of estate management, thereby enabling advisors to strengthen client relationships, attract new business, and deliver ongoing value through effective estate planning solutions.

PolicyBazaar

Post in 2024
PolicyBazaar Insurance Brokers Private Limited is an online platform based in Gurugram, India, that offers a range of insurance services, including life, health, car, two-wheeler, travel, and home insurance. Founded in 2014, the company provides a comparison portal and mobile application that enable users to analyze and compare various insurance products based on coverage, premiums, benefits, and exclusions. By doing so, PolicyBazaar helps consumers make informed decisions regarding their insurance needs. The platform also includes tools and calculators to assist users in estimating their insurance requirements. With a focus on creating awareness about financial impacts related to death, disease, and damage, PolicyBazaar generates the majority of its revenue from its insurance services segment, which includes insurance broker services.

Zomato

Post in 2023
Zomato is a global online platform that connects over 55 million users with restaurants across 24 countries. It offers a comprehensive restaurant guide, enabling users to discover, rate, and review eateries, as well as order meals for delivery or table reservations. The company also provides advertising and ingredient supply services to its restaurant partners.

Writer

Series B in 2023
Writer is a comprehensive generative AI platform that empowers businesses to leverage large language models for content creation across various departments such as operations, marketing, and human resources. The platform features an integrated system comprising LLMs, graph-based retrieval-augmented generation, AI guardrails, and development tools, facilitating the deployment of AI applications and workflows. By streamlining content generation, Writer enables organizations to produce consistent, on-brand writing while enhancing efficiency and delivering measurable returns on investment.

IFortis Worldwide

Series A in 2023
IFortis Worldwide is an IT company that offers ERP software consulting, industrial automation, RFID, UX design, and mobile app development.

Leightal Capital Management

Debt Financing in 2022
Leightal Capital Management is a global hedge fund that invests in a variety of asset classes, including equities, fixed income, and commodities. The fund is managed by a team of experienced professionals with a proven track record of success. Leightal Capital Management is committed to providing its investors with superior returns over the long term. The fund's investment philosophy is based on the belief that alpha can be generated by identifying and investing in mispriced assets. The fund's investment team uses a variety of research and analysis techniques to identify mispriced assets. The team also has a strong focus on risk management and capital preservation. Leightal Capital Management is a good choice for investors who are looking for a long-term investment partner with a proven track record of success.

Altruist

Series C in 2021
Altruist is a company focused on enhancing the accessibility and affordability of independent financial advice. It offers a digital investment platform that streamlines operations for financial advisors, automating research and helping identify client needs. By improving efficiency, Altruist empowers advisors to reduce their fees, allowing clients to pay less while increasing their financial confidence. The company supports thousands of financial professionals, ultimately benefiting tens of millions of individuals seeking a better experience with their finances.

Just Invest

Acquisition in 2021
Just Invest is a California-based asset management firm founded in 2016 by Alan Cummings, Jonathan Hudacko, and Vijay Rao. The company focuses on empowering financial advisors by offering a technology-driven platform that enables them to provide tailored investment solutions for their clients. Just Invest emphasizes transparency and control over investment choices, facilitating tax-efficient strategies and personalized portfolio management. The firm utilizes large-scale data analysis, quantitative algorithms, and risk modeling to manage multi-asset class portfolios, catering to both taxable and tax-deferred accounts. With over 50 years of combined experience in finance and technology, the founders aim to redefine investment management, helping advisors exceed client expectations through holistic solutions that include tax optimization, factor tilts, and ESG customizations.

Altruist

Series B in 2021
Altruist is a company focused on enhancing the accessibility and affordability of independent financial advice. It offers a digital investment platform that streamlines operations for financial advisors, automating research and helping identify client needs. By improving efficiency, Altruist empowers advisors to reduce their fees, allowing clients to pay less while increasing their financial confidence. The company supports thousands of financial professionals, ultimately benefiting tens of millions of individuals seeking a better experience with their finances.

Ola

Series G in 2015
Ola is a mobile technology platform based in India that connects passengers with a variety of transportation options, including cabs, auto-rickshaws, bikes, and shuttle buses. Founded by Ankit Bhati and Bhavish Aggarwal in December 2010, the company operates its services through a mobile application available on Windows, Android, and iOS platforms. Ola's platform is designed to provide convenient and transparent ride-hailing services, enabling users to book city taxis, outstation travel, car rentals, and corporate travel. With its headquarters in Bengaluru and additional offices across the country, Ola aims to enhance urban mobility by offering a broad network of transportation solutions. Additionally, Ola Café focuses on delivering food from top-rated local restaurants to customers within 20 minutes, further diversifying the company’s offerings.
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