Broadhaven is an independent merchant bank advising and investing in financial services. Since 2010, Broadhaven has advised on over $40 billion in announced transactions. Broadhaven invests in early-stage companies at the intersection of financial services and technology, and creates value through long-term partnerships with exceptional companies and management teams.
MRP is a technology-driven platform that operates a digital marketplace focused on the trade and distribution of medical devices. The platform facilitates the sale of both new and pre-owned equipment, along with expert repair and refurbishment services. By providing access to a wide range of medical devices and services, MRP helps aesthetic providers reduce their equipment and supply costs. This integrated community marketplace not only enhances the lifespan and utility of medical devices but also supports healthcare professionals in managing their expenses effectively.
Conta Simples
Series B in 2024
Conta Simples is a digital financial platform designed to streamline financial transactions for small and medium-sized businesses in Latin America. It combines a checking account, expense management software, and corporate cards into a single solution. This integration allows businesses to manage transfers, withdrawals, and payments efficiently while maintaining control and visibility over their finances. The platform offers a user-friendly interface accessible via mobile and computer, facilitating organized financial management. By providing features that enhance autonomy and decentralize payment processes, Conta Simples aims to simplify financial operations for entrepreneurs and finance teams.
Brinta
Seed Round in 2023
Brinta is an innovative tax compliance platform designed specifically for the Latin American market. It simplifies the complexities of tax calculations, reporting, filing, and remittance through an automated process. The platform enables real-time tax calculations using a single application programming interface that caters to multiple countries. Additionally, Brinta offers customizable reporting options to meet the unique needs of its users, effectively saving them time and facilitating the submission of tax returns.
Nocnoc
Series A in 2023
Nocnoc is a cross-border e-commerce platform based in Montevideo, Uruguay, founded in 2017. It facilitates the entry of Latin American marketplaces into the global e-commerce landscape while empowering international sellers to increase their sales volumes in the region. Nocnoc combines integrated logistics and targeted marketing services to create a seamless shopping experience for consumers, regardless of the origin of the products. The platform uses advanced technology and insights from local experts to analyze supply and demand, helping sellers optimize pricing and enhance conversion rates. This enables sellers worldwide to access multiple Latin American marketplaces through a single interface, connecting them with millions of consumers each month.
Bondaval
Series A in 2022
Bondaval is a digital platform based in London that focuses on B2B credit security, aiming to transform traditional collateral-based instruments and trade credit insurance. Founded in 2020, Bondaval provides a more secure, capital-efficient, and cost-effective alternative to conventional methods such as bank guarantees. The platform allows for real-time issuance, amendment, renewal, and claims processing, enhancing the accessibility of credit security for businesses. By offering features like live risk monitoring, alerts, and streamlined claims handling, Bondaval enables companies to optimize their working capital and save time, ultimately supporting their growth by democratizing access to innovative credit solutions.
FRANQ
Venture Round in 2022
FRANQ is a Brazilian fintech company that operates a financial platform connecting individuals and small to medium-sized enterprises with a diverse range of financial products and services. The platform aggregates offerings from 50 financial institutions and distributes them through a network of 7,000 independent brokers, known as Personal Bankers. This multi-sided marketplace allows banking professionals to serve as one-stop shops for their clients, providing access to over 100 financial products at no cost to consumers. By ensuring the independence of these self-employed bankers and investment advisors, FRANQ promotes transparency and choice in the financial market, enabling clients to select products that best meet their needs.
Elenas
Series B in 2022
Elenas is a leading social commerce platform in Latin America, primarily focused on empowering women to create online businesses and generate additional income through the sale of cosmetics, beauty products, and accessories. The platform enables users to sell a variety of branded items, including skincare, makeup, and personal care products, via popular social media channels such as WhatsApp and Facebook. It supports tens of thousands of women in Colombia and millions across the region, providing a comprehensive digital solution to help them establish online stores, manage customer interactions, and grow their businesses from home. Elenas takes care of product sourcing, delivery, and payment collection, allowing sellers to concentrate on their sales efforts and customer relations.
Allocate
Series A in 2022
Allocate is a venture capital investment firm based in Palo Alto, California, founded in 2021. The firm specializes in facilitating investments in high-quality venture funds, providing investors with the tools to discover and engage with promising early-stage startups in the United States. By focusing on this niche, Allocate aims to connect investors with innovative ventures, fostering growth and development in the startup ecosystem.
Nocnoc
Seed Round in 2022
Nocnoc is a cross-border e-commerce platform based in Montevideo, Uruguay, founded in 2017. It facilitates the entry of Latin American marketplaces into the global e-commerce landscape while empowering international sellers to increase their sales volumes in the region. Nocnoc combines integrated logistics and targeted marketing services to create a seamless shopping experience for consumers, regardless of the origin of the products. The platform uses advanced technology and insights from local experts to analyze supply and demand, helping sellers optimize pricing and enhance conversion rates. This enables sellers worldwide to access multiple Latin American marketplaces through a single interface, connecting them with millions of consumers each month.
Zitti
Seed Round in 2022
Zitti is a payment and credit platform specifically designed for the food industry, focusing on management and vendor solutions. Founded in 2020 and based in Santa Monica, California, the company aims to assist small and medium-sized restaurants in making informed purchasing decisions through insights and custom order guides. Zitti's platform also facilitates rapid bill payments, enabling these establishments to enhance their cash flow and operate more efficiently, thereby leveling the playing field with larger chains in the industry.
Selina Finance
Series B in 2022
Selina Finance Limited is a digital finance company based in London, United Kingdom, established in 2018. It specializes in providing innovative financing solutions for both consumers and businesses, addressing the challenges of traditional lending. The company enables individuals to check their loan eligibility and offers tailored credit facilities for property investors and businesses. Selina Finance aims to unlock the value tied up in UK homes by offering an affordable line of credit secured against residential property. This solution is designed to be as flexible as a current account, as affordable as a mortgage, and as simple to apply for as a consumer loan, thereby catering to the evolving needs of homeowners who often rely on costly borrowing options. By integrating expertise from real estate, finance, and technology, Selina Finance delivers a next-generation lending experience, allowing customers to access funds without setup or early repayment fees.
Shakepay
Series A in 2022
Shakepay Inc. is a Montreal-based technology company that offers financial applications focused on cryptocurrency. Founded in 2015, it provides a platform for Canadians to buy and sell Bitcoin, as well as a peer-to-peer mobile wallet that facilitates secure transactions between users. The company also offers a VISA debit card that allows cardholders to load and spend Bitcoin, enabling point of sale transactions, ATM withdrawals, and online purchases. Shakepay aims to simplify cryptocurrency trading and enhance users' financial capabilities.
Nowports
Series B in 2021
Nowports is a digital freight forwarder that streamlines the import and export processes for businesses. Its platform enables users to manage shipments in real-time, providing features such as freight tracking, shipment booking, and product registration. By leveraging artificial intelligence, Nowports enhances the security and transparency of logistics operations. The platform is designed to facilitate the transportation of goods conveniently and affordably, allowing companies to request quotes and manage their supply chains efficiently from any port.
Houm
Series A in 2021
Houm is a digital property management platform focused on transforming the process of renting, buying, and selling properties in Latin America. By utilizing technology, data, and design, Houm aims to simplify and expedite the traditionally cumbersome and bureaucratic experience for both property owners and tenants or buyers. The platform allows users to engage in online leasing of houses and apartments without the need for traditional notaries and extensive paperwork. This innovation enables renters to find and move into new homes quickly and effortlessly, eliminating many of the challenges associated with conventional renting processes.
CoinList
Series A in 2021
CoinList is a leading platform in the digital finance sector, focused on facilitating the launch and growth of innovative digital assets. The company provides a comprehensive token distribution service that connects blockchain projects with potential investors prior to their asset listings on other exchanges. CoinList supports various stages of crypto investment, including token sales, distribution, trading, lending, staking, and access to decentralized finance opportunities. Users can trade and store a wide range of cryptocurrencies, including Bitcoin and Ether, through its mobile app and website, CoinList.co. The platform caters to a diverse clientele, including validators, miners, founders, CEOs, and crypto enthusiasts, ensuring they have access to new tokens and crypto-specific services. CoinList's mission is to be the most trusted brand in digital finance while expanding access for early adopters and fostering innovation within the cryptocurrency ecosystem.
Allocate
Seed Round in 2021
Allocate is a venture capital investment firm based in Palo Alto, California, founded in 2021. The firm specializes in facilitating investments in high-quality venture funds, providing investors with the tools to discover and engage with promising early-stage startups in the United States. By focusing on this niche, Allocate aims to connect investors with innovative ventures, fostering growth and development in the startup ecosystem.
Nowports
Series A in 2021
Nowports is a digital freight forwarder that streamlines the import and export processes for businesses. Its platform enables users to manage shipments in real-time, providing features such as freight tracking, shipment booking, and product registration. By leveraging artificial intelligence, Nowports enhances the security and transparency of logistics operations. The platform is designed to facilitate the transportation of goods conveniently and affordably, allowing companies to request quotes and manage their supply chains efficiently from any port.
Republic
Series A in 2021
Republic is an equity crowdfunding platform based in New York City, founded in 2016. The company provides individuals with the opportunity to invest in a variety of sectors, including startups, real estate, cryptocurrencies, and video games. By enabling access to these investment opportunities, Republic aims to foster a diverse, sustainable, and interconnected global community. The platform has facilitated over $500 million in investments from more than one million members worldwide. Republic serves a broad clientele that includes venture capital firms, family offices, and high-net-worth individuals, connecting them with private companies seeking funding. With a global presence across six countries, Republic is supported by notable investors such as Galaxy Digital and The Motley Fool.
Goodcover
Series A in 2020
Goodcover is an online insurance platform that focuses on providing a transparent and equitable approach to home, condo, and renters insurance. By utilizing a cooperative model, the company aims to make financial security accessible to a broader audience. Goodcover takes a fixed percentage of premiums and refunds the remaining amount to customers at the end of the year, allowing them to receive back their unclaimed premiums. This model emphasizes clarity in coverage and promotes a fairer insurance experience for its users.
Farewill
Venture Round in 2020
Farewill Ltd. is a London-based company founded in 2015 that provides an online platform for will writing, funeral services, and direct cremation. The company aims to simplify the often complex processes surrounding death by offering personalized will-writing services and management tools that are accessible and affordable. Farewill's platform eliminates legal jargon and hidden fees, enabling clients to create legally binding wills in minutes and manage all necessary paperwork after death. With round-the-clock customer service, Farewill ensures that users have support throughout their experience, making it easier for individuals to navigate legal and financial matters during difficult times.
Kyash
Series C in 2020
Kyash Inc. is a Japanese fintech startup founded in 2015 and headquartered in Tokyo. The company develops a mobile wallet application and payment platform that enables users to make payments at Visa merchants and conduct peer-to-peer transfers. Kyash offers a proprietary technology platform that allows businesses to issue their own Visa cards instantly through APIs, enhancing their payment processing capabilities. The services provided by Kyash include sending and requesting money quickly and securely using virtual and prepaid cards, making it a convenient option for users seeking efficient money transfer solutions.
Starship
Series A in 2019
Starship specializes in simplifying health savings accounts. The company automates health spending, savings, and investing in one place. They make health savings accounts accessible to everyone. They build a healthcare savings account platform that combines a mobile-first signup process, overflow investing into index funds, easy reimbursements, and a chat service for advice.
Kovi
Series A in 2019
Kovi is a digital car rental company based in São Paulo, Brazil, with operations in Brazil and Mexico. Founded in 2018, Kovi focuses on providing an online platform that caters to the needs of rideshare and delivery drivers. The company employs an asset-light model by collaborating with automakers and traditional car rental services, allowing it to offer a flexible and affordable rental experience. Through its technology-driven approach, Kovi aims to enhance mobility, making it safer and more accessible for millions of users in Latin America.
Covalto
Series B in 2019
Covalto, founded in 2015 and based in Mexico City, is a fintech company that specializes in providing comprehensive financial solutions for small and medium-sized enterprises (SMEs). Initially known as Credijusto, Covalto has developed a technology infrastructure that utilizes digital tax, e-invoice, and various financial data to underwrite and service SMEs effectively. The company offers a multi-product credit platform, along with banking services and a suite of business analytics tools, making it a one-stop solution for SMEs. In 2021, Covalto made history by becoming the first fintech in Mexico to acquire a regulated bank, which bolstered its digital banking capabilities and expanded its service offerings for SMEs. The platform emphasizes performance-based credit models, allowing clients to access reliable and transparent credit without relying solely on personal credit histories.
ScaleFactor
Series C in 2019
ScaleFactor provides accounting and finance software with automated bookkeeping, proactive alerts, and other features. It is a smart accounting and finance software that changes the way modern businesses operate. By automating complex accounting tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. The company was founded in 2014 and is headquartered in Austin, Texas.
Nowports
Seed Round in 2019
Nowports is a digital freight forwarder that streamlines the import and export processes for businesses. Its platform enables users to manage shipments in real-time, providing features such as freight tracking, shipment booking, and product registration. By leveraging artificial intelligence, Nowports enhances the security and transparency of logistics operations. The platform is designed to facilitate the transportation of goods conveniently and affordably, allowing companies to request quotes and manage their supply chains efficiently from any port.
Liveoak Technologies
Series A in 2019
Liveoak is a computer software company that specializes in cloud-based platform. It features a cloud-based software application platform that utilizes video conferencing, screen-sharing and data/ID capture with forms collaboration and e-signature capabilities that let your teams deliver white-glove service to your customers. The company was founded in 2014 and headquartered in Austin, Texas.
ScaleFactor
Series B in 2019
ScaleFactor provides accounting and finance software with automated bookkeeping, proactive alerts, and other features. It is a smart accounting and finance software that changes the way modern businesses operate. By automating complex accounting tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. The company was founded in 2014 and is headquartered in Austin, Texas.
Beam Solutions
Seed Round in 2018
Beam is a regulatory technology company located in the San Francisco Bay Area, specializing in anti-money laundering solutions. The company offers a proprietary platform that utilizes advanced machine learning and diverse data sources to enhance transaction monitoring and compliance processes. By focusing on reducing false positives and improving detection rates, Beam enables financial institutions such as banks, credit unions, and fintech companies to navigate compliance challenges effectively. Its end-to-end compliance solution simplifies the complexities of machine learning, ensuring transparency and clarity for regulators. Beam's mission is to contribute to a safer financial system while optimizing the use of essential compliance resources, supported by a team of experienced professionals and investors.
ScaleFactor
Series A in 2018
ScaleFactor provides accounting and finance software with automated bookkeeping, proactive alerts, and other features. It is a smart accounting and finance software that changes the way modern businesses operate. By automating complex accounting tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. The company was founded in 2014 and is headquartered in Austin, Texas.
BioCatch
Series B in 2018
BioCatch specializes in behavioral biometrics, a technology that analyzes the physical and cognitive behaviors of online users to enhance fraud detection and prevention. By examining thousands of user interactions, BioCatch helps financial institutions combat fraud while maintaining user privacy. Its innovative approach, grounded in cognitive science and machine learning, enables banks to identify potential risks and address increasingly sophisticated social engineering scams. This technology supports a seamless digital banking experience, facilitating trust and ease for users from account creation to ongoing interactions. With over a decade of experience and a robust portfolio of patents, BioCatch continues to lead in the field, providing actionable insights to promote security and facilitate digital transformation for its clients globally.
Harvest Savings & Wealth Technologies
Series A in 2018
Harvest Savings & Wealth Technologies Inc. specializes in developing digital technology solutions for the financial industry, enabling banks, credit unions, and other financial institutions to enhance their services. Founded in 2012 and based in Larkspur, California, the company offers a range of tools designed to facilitate effective savings and wealth management. Its products include Goalkeeper, a goals-based savings solution; Signals, which integrates with core systems to trigger value-added actions; Jumpstart, a digital account opening tool; and Automate, which supports clients throughout their wealth journey. By focusing on innovation and efficiency, Harvest Savings & Wealth Technologies aims to provide comprehensive, enterprise-grade solutions that improve the financial experiences of clients at every stage of their financial journey. The company, previously known as Trizic, Inc., rebranded in September 2019.
Liveoak Technologies
Seed Round in 2017
Liveoak is a computer software company that specializes in cloud-based platform. It features a cloud-based software application platform that utilizes video conferencing, screen-sharing and data/ID capture with forms collaboration and e-signature capabilities that let your teams deliver white-glove service to your customers. The company was founded in 2014 and headquartered in Austin, Texas.
MoneyLion
Series A in 2016
MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, established in 2013. The company provides a comprehensive digital financial solution that includes mobile banking, lending, and investment services. Utilizing analytics and machine learning, MoneyLion offers personalized financial advice and underwriting, enabling users to gain a complete understanding of their personal finances. Its all-in-one mobile banking membership features managed investment accounts, checking accounts, and cashback rewards, fostering good financial habits and encouraging better financial outcomes through a system of rewards and incentives. This approach allows MoneyLion to deliver convenient and low-cost access to financial services tailored to the needs of its customers.
Covalto
Seed Round in 2016
Covalto, founded in 2015 and based in Mexico City, is a fintech company that specializes in providing comprehensive financial solutions for small and medium-sized enterprises (SMEs). Initially known as Credijusto, Covalto has developed a technology infrastructure that utilizes digital tax, e-invoice, and various financial data to underwrite and service SMEs effectively. The company offers a multi-product credit platform, along with banking services and a suite of business analytics tools, making it a one-stop solution for SMEs. In 2021, Covalto made history by becoming the first fintech in Mexico to acquire a regulated bank, which bolstered its digital banking capabilities and expanded its service offerings for SMEs. The platform emphasizes performance-based credit models, allowing clients to access reliable and transparent credit without relying solely on personal credit histories.
Pivit
Venture Round in 2014
Pivit, Inc. operates an online real-time social gaming platform that connects users with media properties and news content. Founded in 2011 by veterans from the financial and media sectors, the platform allows sports fans to engage during live games by predicting in-game events and competing against friends and other users. Through its innovative approach, Pivit combines public opinion, news, and historical data to generate live odds on various global events, continuously updating probabilities to enhance user experience. The platform aims to create a dynamic environment that fosters interaction between individuals, brands, and significant occurrences, providing a unique avenue for entertainment and engagement. Based in New York, Pivit represents a new category of consumer-facing applications that merge gaming with real-time information.
Pivit
Angel Round in 2013
Pivit, Inc. operates an online real-time social gaming platform that connects users with media properties and news content. Founded in 2011 by veterans from the financial and media sectors, the platform allows sports fans to engage during live games by predicting in-game events and competing against friends and other users. Through its innovative approach, Pivit combines public opinion, news, and historical data to generate live odds on various global events, continuously updating probabilities to enhance user experience. The platform aims to create a dynamic environment that fosters interaction between individuals, brands, and significant occurrences, providing a unique avenue for entertainment and engagement. Based in New York, Pivit represents a new category of consumer-facing applications that merge gaming with real-time information.
UNX
Private Equity Round in 2011
UNX is an independent trading technology firm and agency broker that specializes in providing electronic trading solutions and services tailored for institutional investors. Founded in 1999, the company focuses on enhancing trading efficiency through its innovative technology, which helps traders optimize their operations and find best execution opportunities while minimizing market impact and reducing transaction costs. UNX offers a range of products, including the Catalyst Portal, an electronic trading platform designed for equities and portfolio trading that supports both sell-side and buy-side clients. This broker-neutral execution management system streamlines multi-broker trading workflows and is built on advanced Microsoft technology for flexibility and scalability. Additionally, UNX provides various trade execution services, including direct market access and program trading, alongside trading tools like MetaBook for intelligent order routing and FLEXStream for consolidated market data.
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