Onyx Private
Seed Round in 2023
Onyx Private is a modern private banking platform tailored for affluent young professionals, investors, and entrepreneurs. It provides a premium digital banking experience complemented by a concierge service that caters to various personal finance, wealth, and lifestyle needs. The platform features a personalized robo-advisor for tax-loss harvesting, fixed-income money market accounts, Treasury Bills, and alternative investments such as private equity, venture capital, and hedge fund strategies. By offering low fees and minimums, Onyx Private enables users to set customized financial goals and manage their finances more effectively, making private banking more accessible to a new generation.
Bamboo Debt Capital Markets Platform
Seed Round in 2023
Bamboo provides broad access to private credit markets in Brazil through data technology making investing easier with greater trust and transparency.
HOW IT WORKS
Bamboo builds relationships with companies and investors.
Through data, structuring, governance and due diligence, Bamboo brings transparency and trust to the private debt market facilitating investments in great opportunities
With Bamboo, Companies originating debt have:
- Real-time performance dashboard
- Broad access to capital at fair terms
- New issuances at the push of a button
- Streamlined, recurring investor communications
With Bamboo Private Debt Investors have:
- Standardized digital reporting with analytics, alerts and benchmarking
- Broad access to private opportunities
- Frictionless decision-making
- Secondary market facilitated by real- time asset monitoring
Chocolate Finance
Series A in 2022
Chocolate Finance is a Singapore-based fintech startup focused on helping customers invest their spare cash. The company provides flexible interest rates on excess unused funds, allowing individuals to earn monetary benefits on their savings. By offering a straightforward approach to managing finances, Chocolate Finance aims to empower customers to make the most of their idle cash while enhancing their financial well-being.
Tenet operates a climate-focused financing marketplace that specializes in home and auto loans, particularly for electric vehicles. The platform aims to facilitate a transition to sustainable living by offering innovative and accessible financing options. By helping consumers save money while pursuing their climate goals, Tenet supports the adoption of electric vehicles and tracks carbon emission savings and vehicle performance. Additionally, the company provides institutional investors with access to high-quality environmental, social, and governance (ESG) assets, promoting a financial system that aligns with positive environmental impact.
Onyx Private
Seed Round in 2022
Onyx Private is a modern private banking platform tailored for affluent young professionals, investors, and entrepreneurs. It provides a premium digital banking experience complemented by a concierge service that caters to various personal finance, wealth, and lifestyle needs. The platform features a personalized robo-advisor for tax-loss harvesting, fixed-income money market accounts, Treasury Bills, and alternative investments such as private equity, venture capital, and hedge fund strategies. By offering low fees and minimums, Onyx Private enables users to set customized financial goals and manage their finances more effectively, making private banking more accessible to a new generation.
AnFin is a fintech company focused on wealth management and brokerage that aims to democratize access to financial markets and investment products through scalable technology and strategic partnerships. The company develops a digital trading platform and ecosystem designed to serve novice retail investors, particularly in Vietnam, by promoting liquidity and transparency, providing financial education, investment strategies, and objective market information, and enabling access to multiple asset classes such as stocks, bonds, and structured products. This approach helps users make informed decisions, manage risk, and pursue defined returns.
Ridian
Pre Seed Round in 2021
Ridian is a technology company that offers an investment platform focused on cryptocurrency. The platform provides users with automated investment strategies that adapt to market fluctuations, allowing for responsive investing in a continuously active market. Ridian's offerings include a range of investment approaches, from interactive indexed strategies to high-frequency trading algorithms, enabling users to access diverse investment opportunities and potentially generate income through blockchain technology.
Fractional
Seed Round in 2021
Fractional is a company that focuses on making real estate investing more accessible through its innovative social platform for fractional ownership. It has developed an investment application that lowers both the cost of entry and the time commitment required for property investment. The platform allows users to directly own fractions of various investment properties, which include single-family and multi-family homes. Investors can benefit from rental income and appreciation gains without incurring annual fees or being bound by holding periods. Moreover, Fractional enhances user experience by enabling them to visualize returns, cash flow, and associated costs for properties listed on the marketplace.
Aqua is an investment platform designed to enable individuals to invest in private equity with lower minimum investment requirements. The platform facilitates access to private equity funds and alternative asset funds, making it possible for retail investors to participate in these investment opportunities without the need for high net worth. Aqua aims to democratize access to stock and alternative assets, promoting liquidity and transparency in the investment process. By lowering barriers to entry, Aqua opens the door for a broader range of investors to engage in private equity.
AnFin
Pre Seed Round in 2021
AnFin is a fintech company focused on wealth management and brokerage that aims to democratize access to financial markets and investment products through scalable technology and strategic partnerships. The company develops a digital trading platform and ecosystem designed to serve novice retail investors, particularly in Vietnam, by promoting liquidity and transparency, providing financial education, investment strategies, and objective market information, and enabling access to multiple asset classes such as stocks, bonds, and structured products. This approach helps users make informed decisions, manage risk, and pursue defined returns.
Trii is a fintech company focused on democratizing access to the stock market for retail investors in Latin America. It offers a mobile application that allows individual users to buy and sell shares easily and efficiently. By reducing the costs associated with retail transactions, Trii enables investors to automate investing processes that were previously labor-intensive and costly. The company's platform aims to simplify investment for a broader audience, promoting financial inclusion and enhancing the investment experience for users in the region.
Baraka is an investment application based in the UAE that aims to democratize access to stock markets for all individuals. The platform provides users with educational resources, market news, and comprehensive stock analysis to enhance their investment knowledge and confidence. Baraka enables commission-free investing in a wide range of stocks and exchange-traded funds, allowing users to explore diverse investment opportunities. By focusing on accessibility and empowerment, Baraka seeks to cultivate a new generation of informed investors.
Parker
Pre Seed Round in 2021
Parker is an investment and data platform for real estate, with a focus on mobile home parks. It offers a real estate investment management platform and financial software that connects capital to housing opportunities, supporting the preservation, expansion, and enhancement of attainable housing. By providing data-driven tools and investment workflows, Parker helps real estate owners access capital, grow portfolios, and generate monthly passive income while expanding the supply of affordable housing, including high-return, recession-resistant properties.
Nomad is a fintech company that offers financial services primarily aimed at non-residents in the United States. Its platform enables users to open current accounts, transfer money, and pay bills easily. Additionally, Nomad provides a virtual card for online shopping, allowing Brazilian residents to access these financial services without incurring fees. This innovative approach facilitates hassle-free banking and financial management for individuals who may otherwise face challenges in accessing traditional financial services.
Standard Metrics
Seed Round in 2020
Standard Metrics is a platform that automates financial data management for venture capital teams and their portfolio companies. It provides real-time access to firm-wide data, enabling investors and founders to make informed decisions.
Atom Finance
Series A in 2019
Atom Finance, Inc. is an investment research platform based in Brooklyn, New York, founded in 2018. The company caters to individual investors by providing access to institutional-quality data, documents, news, and events related to various companies. Atom Finance offers a user-friendly platform that facilitates the aggregation and comparison of financial information, designed to engage investors at all skill levels—from novices to experts. In addition to its consumer-facing app, Atom Finance also provides global enterprise software solutions, including APIs and embeddable user interfaces, which enhance user engagement through unique insights, dynamic tools, and innovative visualizations. This comprehensive approach supports users throughout the investment process, from research to trade execution, enabling informed decision-making.
BrickVest
Venture Round in 2015
BrickVest is an online real estate investment platform that connects investors with real estate opportunities and deal sponsors, providing direct access to deals, pre-vetted opportunities, and real-time updates. The platform enables real estate companies to raise capital by connecting them with a network of qualified investors, including individuals and institutional investors such as funds, banks, and insurers. It supports an easy, transparent investment process with search and access to opportunities based on asset class, geography, and return profile, allowing users to invest directly in real assets and actively monitor and manage their investments. The platform focuses on facilitating the investor-deal sponsor relationship and delivering transparent communication among participants.
Stockspot
Series A in 2015
Stockspot is an online investment adviser and fund manager that aims to democratize access to professional wealth management for Australians. By eliminating high fees, confusing jargon, and cumbersome paperwork, Stockspot seeks to address the challenges faced by many in the wealth management industry. The company recognizes that traditional investment options often come with significant account minimums, making it difficult for average Australians to access professionally managed portfolios. Stockspot's platform provides users with a comprehensive investment profile tailored to their circumstances, helping them select appropriate investment strategies and diversify their portfolios across various asset classes. Additionally, Stockspot offers guidance on ongoing portfolio monitoring and rebalancing, enabling investors to manage their money more effectively and transparently while avoiding excessive costs.
WunderAgent
Seed Round in 2015
WunderAgent is a prominent real estate sales platform in Germany, specializing in investment properties. The company provides a comprehensive online portal that facilitates smart real estate investments by offering consulting services tailored to users' needs. Through this platform, customers can efficiently search for and identify suitable investment properties, simplifying the process of securing real estate investments. By combining technology with expert advice, WunderAgent aims to enhance the investment experience for its clients.