UBS

UBS is a global financial services firm headquartered in Zurich, Switzerland, with a history spanning over 150 years. The company operates in various sectors, including wealth management, investment banking, and asset management, serving a diverse clientele that includes individuals, families, institutions, and corporations worldwide. UBS Wealth Management specializes in offering tailored asset management solutions, particularly for high net worth and ultra-high net worth individuals, focusing on building strong relationships through experienced Financial Advisors. The Investment Bank division provides a range of services, such as financial advisory on mergers and acquisitions, capital market financing, and access to global capital markets. Additionally, UBS Asset Management combines independent research and risk management to enhance investment performance for its clients. With offices in over 50 countries, UBS aims to deliver comprehensive financial solutions that address the unique needs of its clients.

Faisal Alshibl

Director

Baljit Basi

Investment Bank Principal Investments

Sergio Ermotti

CEO

Sungjung Kim

Technology Analyst

Hyunja Laski

Principal

Mark Mackenzie

MD - Private Placements

Neal McMinn

Executive Director

Andrew Shannon

Associate Director

Todd Tuckner

CFO and Head Business Performance and Risk Management for Global Wealth Management

Siret Unsal

Executive Director

Tomer Jacob

Managing Director

155 past transactions

Triple Flag Precious Metals

Post in 2025
Triple Flag Precious Metals Corp is an emerging senior streaming and royalty company that focuses primarily on gold. The company operates a diversified portfolio of precious metal properties across various countries, including Australia, Canada, Colombia, Côte d'Ivoire, Honduras, Mexico, Mongolia, Peru, South Africa, and the United States. Triple Flag emphasizes adaptability and flexibility in structuring customized financing solutions to meet the specific needs of its mining partners. By fostering strong relationships and maintaining a distinct culture, the company has successfully sourced a significant number of its deal opportunities through referrals from existing counterparties and its extensive network, promoting direct discussions with potential partners rather than relying on competitive auction processes.

Gurit Holding

Post in 2025
Gurit Holding AG is a prominent developer and innovator in the composites industry, recognized as a leading global supplier of composite materials and engineering services. The company specializes in the manufacture of composite tooling equipment, core kitting services, and pultruded structural profiles. Gurit operates through several segments, including Wind materials, Manufacturing solutions, and Marine and Industrial, with wind materials being the primary source of revenue. Geographically, the company has a diverse presence, serving markets in Europe, Asia, the Americas, and other regions worldwide.

Nammu21

Venture Round in 2025
Nammu21, Inc. is a developer of a digitization and analytics platform that focuses on deconstructing, digitizing, and analyzing complex interconnected transaction documents within the finance ecosystem. Founded in 2017 and based in New York, the company aims to enable stakeholders to access, extract, and utilize data effectively, thereby generating new value. Its platform transforms intricate transaction processes into easily accessible data structures, simplifying the experience for clients navigating the financial landscape. Through its innovative tools, Nammu21 connects contemporary business practices with the digital advancements of the future.

Celsius Holdings

Post in 2025
Celsius Holdings, Inc. develops and markets functional calorie-burning fitness beverages, primarily in the United States and internationally. The company offers a diverse range of flavored beverages, including carbonated and non-carbonated options, such as orange, wild berry, cola, and various green tea flavors. Celsius also produces Celsius Heat, a line of dietary supplements available in numerous fruity flavors. Its products are distributed through a variety of channels, including supermarkets, convenience stores, drugstores, nutritional stores, health clubs, and e-commerce platforms. Founded in 2004 and based in Boca Raton, Florida, Celsius Holdings emphasizes natural ingredients and metabolism-boosting formulations, targeting fitness and active lifestyle enthusiasts. The company was previously known as Vector Ventures, Inc. before rebranding in 2007.

The Carlyle Group

Post in 2024
The Carlyle Group is a global alternative asset manager founded in 1987, specializing in private equity, real assets, and investment solutions. The firm invests in both early and later-stage companies across various sectors, focusing on leveraged buyouts, venture and growth capital, real estate, and leveraged finance investments. Carlyle aims to achieve attractive risk-adjusted returns by investing significant capital into businesses and management teams, emphasizing long-term value creation strategies to enhance the potential of its portfolio companies. Through its diverse investment approach, Carlyle seeks to deliver substantial capital appreciation and maintain a strong presence in the global financial markets.

OpenAI

Debt Financing in 2024
OpenAI is an artificial intelligence research and deployment company focused on developing machine learning technologies that aim to create safe artificial general intelligence for the benefit of all users. The company engages in projects related to autonomous learning and task performance across various industries, including technology, healthcare, and education. OpenAI's platform directs artificial intelligence applications and is involved in policy work, education, and outreach, enabling clients to enhance their skills and knowledge while leveraging autonomous systems that can surpass human performance in economically valuable tasks.

AVICOPTER

Post in 2024
AVIC Helicopter is a manufacturer and developer in the domestic helicopter industry that specialises in designing, developing, and producing helicopters, airplane parts, and aviation-related products. The company offers a comprehensive range of civil helicopters, general aircraft, and aviation solutions, including new energy aircraft and electric vertical take-off and landing (eVTOL) aircraft. With a focus on high-end equipment manufacturing, AVIC Helicopter serves government, corporate, and consumer markets.

Neustark

Debt Financing in 2024
Neustark focuses on creating zero-emissions concrete by capturing carbon dioxide emissions from the atmosphere and converting them into limestone, which serves as a sustainable substitute for cement and sand. In addition to this innovative approach, Neustark also offers environmental services that involve recycling construction waste into fresh concrete. The company decomposes concrete waste into its original components—carbonate powder and gravel—allowing clients to recycle materials effectively while reducing the environmental impact associated with concrete production. Through these methods, Neustark aims to contribute positively to the construction industry and address climate change.

kitchen garden plant center

Grant in 2024
The kitchen garden plant center is more than simply a food lover; we care about our natural environment, and the more we observe environmental damage, the more passionate we get about cultivating delicious plants for a sustainable future that will sustain not only ourselves but also the species around us.

Nasdaq Private Market

Series B in 2024
Nasdaq Private Market (NPM) is a secondary market trading platform designed for private companies, their employees, and investors seeking liquidity in private company stock. Since its inception, NPM has facilitated over $44 billion in transactions and managed more than 600 company-sponsored liquidity programs, enabling over 160,000 market participants to access liquidity. The platform provides a range of solutions for private companies and investors, including tender offers, auctions, company marketplaces, and block trades. In 2021, NPM became an independent entity after spinning off from Nasdaq, with strategic investments from several major financial institutions. As more companies choose to remain private for extended periods, NPM aims to enhance the liquidity landscape, leveraging its expertise to support the evolving needs of the market.

QUMEA

Debt Financing in 2024
Qumea specializes in medical technology focused on discreet patient monitoring and fall prevention in healthcare settings. By integrating artificial intelligence with advanced 3D radar technology, Qumea offers a comprehensive solution that enhances patient safety while reducing the workload of caregivers. The company's system comprises a 3D radar sensor, cloud infrastructure, and a user-friendly application, creating an efficient early-warning mechanism that aids in effective mobility monitoring. This innovative approach not only enhances care quality but also leads to significant cost savings for hospitals and care institutions.

Office Properties Income Trust

Post in 2024
Office Properties Income Trust is a real estate investment trust based in the United States that primarily focuses on owning and managing single-tenant office buildings, alongside a selection of multitenant properties. These properties are predominantly leased to tenants with strong credit characteristics, ensuring stable income streams. The largest tenant of the trust is the U.S. government, which is complemented by various smaller government entities and corporations. The trust’s real estate portfolio is geographically diverse, with properties located throughout the United States. Its operations are concentrated solely on the direct ownership of these real estate assets, highlighting a streamlined business model focused on high-quality tenants.

QuMei Home Furnishings Group Company

Post in 2024
QuMei Home Furnishings Group Company is a prominent player in the Chinese furniture industry, specializing in the design, manufacturing, and marketing of medium to high-end civilian furniture and related home products. The company offers a diverse range of products, including solid wood furniture, man-made board furniture, and integrated furniture solutions. QuMei’s offerings are categorized into custom furniture, finished furniture, and home accessories, with further classification based on materials such as solid wood and board wood. By providing a comprehensive assortment of furnishings, QuMei aims to create complete home solutions for consumers, addressing various aesthetic and functional needs in home decoration and design.

Axis Bank

Post in 2023
Axis Bank, established in 1994 and headquartered in Mumbai, India, is the third largest private sector bank in the country. The bank offers a wide range of financial products and services, including personal loans, car loans, savings accounts, credit cards, education loans, trade and forex services, and internet banking. It has expanded its international presence with eight offices located in key global financial centers, including Singapore and Dubai, and a subsidiary in London. These international offices primarily focus on corporate lending, trade finance, syndication, investment banking, and liability businesses. Over the years, Axis Bank has shown consistent growth and stable asset quality, positioning itself as a significant player in the Indian banking sector.

Terratai

Seed Round in 2023
Terratai is a venture builder for nature that focuses on tackling the challenges of the food system that drive ecosystem and biodiversity loss.

Shanghai Putailai New Energy Technology

Post in 2023
Putailai New Energy Technology is a manufacturer of lithium battery anode material. Their products include silicon oxide, silicon carbon, hard carbon, and membrane materials. They also provide automation equipment related products.

alao AG

Debt Financing in 2023
alao is here to help end customers finding the right mobile subscription, TV and internet plan for their needs, while saving time and money. On B2B level, alao offers an integration for third-party, non-telco resellers (digital or POS) to sell alao's well-curated products. alao provides retailers with access to the telco market, as well as the technology and infrastructure to sell plans to their customer base.

rready

Debt Financing in 2023
Rready is a provider of SaaS solutions focused on innovation management, aimed at fostering a culture of intrapreneurship within organizations. The company's platform engages employees by encouraging them to unleash their creativity and ambition, allowing them to take ownership of their ideas. Rready offers strategic support designed to drive cultural transformation and enhance business impact while improving employer branding. Its approach includes a gamified offline component and a scalable online platform, making the process of employee-driven innovation both enjoyable and educational. This dual-faceted system enables clients to effectively implement and scale intrapreneurship initiatives, ultimately leading to lasting cultural change within their organizations.

BB Energy

Debt Financing in 2023
BB Energy is an energy trading company that specializes in the trading of various petroleum products, including crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen. The company offers a comprehensive range of services encompassing trading, operations, chartering, logistics, storage, refining, and financing, aimed at facilitating efficient energy transactions. By leveraging its expertise in these areas, BB Energy effectively caters to the diverse needs of its customers within the energy sector.

SWISSto12

Venture Round in 2023
SWISSto12 SA is a manufacturer of radio frequency (RF) and microwave components and systems, specializing in the production of various antenna types, including horn antennas, airborne Ku and Ka band antenna arrays, and slotted waveguide antennas. The company also offers polymer and metal waveguide products, along with a range of filter products, including diplexers and custom filters. Founded in 2011 as a spin-off from the Swiss Federal Institute of Technology in Lausanne, SWISSto12 utilizes innovative 3D printing techniques to create metal-coated components for (sub)mm-wave signal transmission, enhancing design flexibility while reducing costs and lead times. In addition to its manufacturing capabilities, the company provides integration and testing services, as well as a software solution for material properties extraction. SWISSto12 serves various sectors, including satellite communications, airborne satellites, and research centers, and has operations in Renens, Switzerland, as well as offices in Santa Clara, California, and Rehovot, Israel.

Smino

Private Equity Round in 2023
Smino is a cloud-based platform specifically designed for the construction industry, offering comprehensive tools for project management and collaboration. The software enables users to efficiently manage various aspects of construction projects, including contact management, document management, and defect management. This allows clients to maintain and update their profiles and project data autonomously, ensuring that all information remains accurate and accessible. By providing a centralized source of truth, Smino enhances transparency and communication among project stakeholders, facilitating smoother workflows and improved project outcomes.

Max Financial Services

Post in 2023
Max Financial Services is a prominent entity within the Max Group, a diversified business conglomerate valued at $2 billion. The company serves as the parent organization for Max Life Insurance, which it manages in partnership with Mitsui Sumitomo Insurance, a leading Japanese life insurance provider. Max Financial Services primarily focuses on the life insurance sector, generating most of its revenue through Max Life Insurance. In addition to its core insurance operations, the Max Group encompasses various subsidiaries, including Max India, which is involved in healthcare and health insurance, and Max Ventures and Industries, which manufactures and sells biaxial oriented polypropylene films for use in packaging across multiple industries. Founded in 1990 and headquartered in Noida, India, Max Financial Services aims to deliver comprehensive health and life care solutions, guided by values of service, excellence, and credibility.

DFD

Post in 2023
DFD is a high-tech enterprise engaged in the research, development, production and sales of high-performance inorganic fluorides.

Breal Zeta

Debt Financing in 2023
BREAL Zeta CF is a specialist asset-based lender, providing businesses with hand crafted solutions to power their ambitions.

Endowus

Series C in 2023
Endowus is a financial advisory and personalized investment firm focused on helping clients grow their wealth. The company provides access to institutional share-class funds typically reserved for large investors, allowing clients to benefit from lower fees and better investment options. Endowus simplifies the investment process by charging a single access fee that encompasses advisory services, investment management, portfolio rebalancing, transfers, and brokerage. This comprehensive approach enables investors to engage with high-quality funds managed by reputable global investment management firms, which are usually inaccessible to retail investors.

MerQube

Series B in 2023
MerQube is a cloud-native indexing platform that specializes in the design, calculation, and dissemination of financial indices at scale. The company offers a wide range of robust financial indices encompassing equities, futures, options, and ESG (Environmental, Social, and Governance) factors. MerQube's platform is equipped with custom calculation services and provides historical performance data, catering to the needs of financial professionals. Their expertise includes various types of indices, from market-capitalization weighted to risk-premia, volatility, and thematic indices. Additionally, MerQube supports clients with research and development, index construction, new product launches, and compliance and governance, making it a key player in the passive indexing market.

Numarics

Seed Round in 2023
Numarics® is Switzerland’s first 100% digital accounting ecosystem, with a consistent mobile-first approach. Accounting, payroll, tax returns, invoicing, document management are now streamlined via the Numarics Ecosystem in the app or on the web, and make business management for entrepreneurs simple, accessible and transparent. Numarics was developed in 2020 by experts in the fields of accounting, digitalization, artificial intelligence and auditing with the vision of seamlessly integrating accounting into the lifestyle of today's entrepreneurs.

Enterprise Bot

Debt Financing in 2023
Enterprise Bot GmbH is a company that specializes in developing artificial intelligence-driven chatbots aimed at automating customer interactions for enterprises. Founded in 2017 and headquartered in Zug, Switzerland, with an additional office in Bengaluru, India, the company offers a range of products, including chatbots for sales and customer service, email triage bots, and scheduling assistants. Its solutions are particularly beneficial for financial institutions and insurance companies, providing a multi-platform messenger that addresses various customer needs and queries. By implementing these chatbots, enterprises can significantly reduce operational costs and customer wait times, enhancing the overall customer experience.

Axoni

Venture Round in 2023
Axoni is a technology company that specializes in real-time data replication and distributed ledger software for the financial services industry. Founded in 2017, it serves major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms globally, with offices in New York and London. Axoni's platform facilitates the seamless integration of traditional financial technologies with blockchain systems, offering market information and deep analysis of trends. Its solutions enable rapid deployment of critical financial networks and automate real-time data sharing among market participants, enhancing the management of legal records, lifecycle events, and cash flow calculations.

Credit Suisse

Acquisition in 2023
Credit Suisse is a global financial services company that provides a wide range of advisory, investment, and banking services to diverse clients, including financial institutions, corporations, and governments. The firm operates through several segments, including Global Markets, Investment Banking & Capital Markets, and International Wealth Management, offering products such as over-the-counter derivatives, equities, fixed income securities, and foreign exchange services. It specializes in complex financial needs, offering advisory services on mergers and acquisitions, corporate restructurings, and capital raising through public and private placements. Additionally, Credit Suisse emphasizes a client-focused integrated banking strategy, aiming to deliver innovative financial solutions tailored to meet the unique demands of its clientele. Established in 1990 and headquartered in London, Credit Suisse International acts as a subsidiary of Credit Suisse AG, reflecting the company's commitment to global reach and cultural diversity in its operations.

Selfrag

Debt Financing in 2023
Selfrag is a privately held company that specializes in the development, engineering, and marketing of high voltage pulse power products. It is industrialization of high voltage electric pulse generators and electric pulse disaggregation (EPD) systems for the selective fragmentation of solid material. Selfrag also sells, designs, and develops selective fragmentation systems that use patented High Voltage pulse power technologies, which increase the value of material extracted or recycled. The company has over 40 installations worldwide of the batch, semi, and fully continuous processing systems, their team of highly specialized engineers has brought industrialized pulsed power products and systems to the market, satisfying their clients for over a decade. Selfrag is alternative technology to conventional crushing and grinding techniques and presents the huge potential to reduce energy consumption and develop the new generation of sustainable and economically profitable mineral processing plants. The company goal is to provide high tech processing solutions to the mining industry. Selfrag was founded in 2007 and is headquartered in Fribourg, Switzerland.

Droit

Series B in 2023
Droit is a company that specializes in developing solutions aimed at enhancing global regulatory compliance and real-time controls in the financial sector. Its flagship product, Droit Adept, is a patented platform designed to facilitate intelligent decision-making in a complex regulatory environment. This platform is utilized by financial institutions to manage pre-trade and post-trade controls, assess transaction permissibility, and ensure compliant regulatory reporting. Founded by a diverse team of experts including veteran derivative traders, quantitative analysts, e-commerce specialists, and technologists, Droit combines deep industry knowledge with innovative technology to address the challenges of trading derivatives across various asset classes and regulatory frameworks.

Supernus Pharmaceuticals

Post in 2023
Supernus Pharmaceuticals is a specialty pharmaceutical company dedicated to developing and commercializing treatments for central nervous system (CNS) diseases, including neurological and psychiatric disorders. With over 20 years of expertise, the company has evolved from a standalone development organization to a significant player in the CNS market, especially after acquiring assets from Shire Laboratories in 2005. Supernus offers a diverse portfolio that includes approved medications for conditions such as epilepsy, attention-deficit hyperactivity disorder (ADHD), and migraine, among others. The company is actively working on several product candidates, including late-stage developments aimed at addressing large market needs in epilepsy and ADHD, specifically through its extended-release formulations of topiramate and oxcarbazepine.

Gerald Group

Debt Financing in 2023
Gerald Group is a prominent global commodity trading company that specializes in the physical merchanting, development, and trade of metal products and raw materials. Founded in 1962 and headquartered in Stamford, Connecticut, with additional offices in Morges, Switzerland, and Shanghai, China, the company provides a wide range of nonferrous and precious metals, including copper, aluminum, gold, and silver. Gerald Group serves various sectors, including metal producing, refining, smelting, and banking, by offering services such as commodity trading, logistics, storage, and risk management solutions. The company also engages in project financing, lending, and marketing strategy advisory. Through its strategic partnership with Pengxin International Mining Company, Gerald Group enhances its ability to deliver diverse resources to miners, processors, industrial consumers, and major financial institutions.

Zaphiro

Series A in 2022
Zaphiro is a company that specializes in developing real-time monitoring and automation systems aimed at improving the efficiency and profitability of electrical grid operations. Founded in April 2017 as a spin-off of the Swiss Federal Institute of Technology in Lausanne, it was established by researchers Paolo Romano, Marco Pignati, and Lorenzo Zanni. The company’s technology provides a comprehensive view of energy flows within the grid and enhances fault detection capabilities. By utilizing distributed sensing and a central grid controller, Zaphiro enables clients to safely incorporate renewable energy sources and electric vehicles into their systems. Its solutions facilitate quick responses to electrical faults, thereby reducing the impact of power outages.

Shield

Series B in 2022
Shield is a communication compliance platform that focuses on automating the entire communications compliance life cycle for financial organizations. The platform captures, archives, analyzes, and investigates interactions across various communication channels to mitigate risk and enhance surveillance efficiency. By leveraging artificial intelligence, natural language processing, and visualization capabilities, Shield enables organizations to manage and control their communication data effectively. Established as a bootstrapped company, Shield has successfully implemented its solution at top-tier banks and operates with a team of 25 across offices in Israel, London, and Copenhagen.

Houzy

Venture Round in 2022
Houzy AG is a Zurich-based company that operates a digital platform designed for homeowners, established in 2017. The platform offers users a comprehensive overview of various aspects related to homeownership, including financial management, property valuation, and condition analysis of home components. By integrating smart tools, Houzy facilitates the tracking and optimization of annual costs, assists in comparing mortgage options, and provides insights into renovation timelines and expenses. This approach aims to save homeowners time and money while simplifying their management of home-related issues.

BB Energy

Debt Financing in 2022
BB Energy is an energy trading company that specializes in the trading of various petroleum products, including crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen. The company offers a comprehensive range of services encompassing trading, operations, chartering, logistics, storage, refining, and financing, aimed at facilitating efficient energy transactions. By leveraging its expertise in these areas, BB Energy effectively caters to the diverse needs of its customers within the energy sector.

Armalytix

Seed Round in 2022
Armalytix is a developer of data intelligence software that focuses on enhancing compliance and financial insights for legal and accounting firms. The company's tools facilitate open banking by securely collecting, organizing, and transmitting account information, which streamlines the verification process for account holders and payments. By integrating seamlessly into existing workflows, Armalytix's solutions not only help firms meet compliance obligations but also improve customer experiences and save valuable time. Additionally, the company aims to combat financial crime and protect consumers from exploitation by providing Source of Funds and anti-money laundering checks.

Ethic

Series C in 2022
Ethic is a company that develops a technology platform focused on simplifying financial planning and portfolio management. The platform utilizes data-driven investment consulting technology to create sustainable investment portfolios. It is designed to minimize tracking errors relative to established passive indices, allowing family offices, health advisers, and endowment foundations to offer tailored sustainability insights and efficient passive portfolio construction for their clients.

Wealthfront

Convertible Note in 2022
Wealthfront Inc. is a privately owned investment manager based in Redwood City, California, that primarily serves individuals, including high net worth clients and organizations. The firm focuses on integrating investing and saving products to assist young professionals in building long-term wealth across various market conditions. Wealthfront offers high-yield savings, diversified investment options, and low-cost loans through its automated wealth management platform, which is accessible via a mobile application. The company's robo-advisor facilitates investment account openings, providing users with access to investment strategies and comprehensive financial planning services. Wealthfront currently manages over $30 billion for more than 500,000 clients in the United States and has received numerous accolades for its services, including recognition as a leading automated investment app and robo-advisor.

Nogin

Post in 2022
Nogin is an intelligent commerce platform that enables leading brands to keep pace with big retail, drive predictable profitability, and exponential growth, and grow rapidly into the future of commerce. Brands selling direct to consumers (D2C) and through online channel partners can use the Nogin Intelligent Commerce technology, a cloud-based e-commerce environment. Customers of Nogin are free to manage as much or as little of the infrastructure as they see fit while concentrating on their brands.

Flushing Bank

Post in 2022
Flushing Bank, established in 1929 and based in Uniondale, New York, is a New York State chartered commercial bank insured by the Federal Deposit Insurance Corporation. It provides a wide range of financial services to consumers, businesses, professionals, corporate clients, and public entities. The bank offers deposit accounts, loans, mortgage solutions, equipment financing, and cash management services through its 17 banking offices located in Queens, Brooklyn, Manhattan, and Nassau County. Additionally, Flushing Bank operates an online banking division, iGObanking.com®, which provides competitively priced deposit products to consumers across the nation.

Steadfast Group

Post in 2022
Steadfast Group is a prominent insurance brokerage company based in Sydney, Australia, specializing in general insurance services across Australasia, Asia, and Europe. Established in 1996, it operates the largest network of general insurance brokers in Australia and New Zealand, comprising approximately 458 brokers and around 1,900 offices in regions including Singapore and London. Steadfast Group provides a wide range of business and personal insurance services, as well as underwriting and related services. The company not only acts as a broker but also consolidates equity interests in various insurance broker businesses, generating substantial gross written premiums annually. Through its extensive network and partnerships, Steadfast Group plays a significant role in the insurance market, supporting clients with diverse insurance needs.

BigPanda

Series E in 2022
BigPanda, Inc. is a software development company that specializes in a data science platform designed to centralize and correlate IT alerts for organizations. Founded in 2011 and headquartered in Mountain View, California, with an additional office in Tel Aviv, Israel, BigPanda's platform helps IT operations, network operations centers, and DevOps teams detect, investigate, and resolve IT incidents effectively. By leveraging advanced machine learning algorithms, the platform transforms numerous daily IT alerts from various fragmented systems into actionable insights, enabling users to automate incident management and improve overall service performance. BigPanda serves a diverse range of industries, including retail, technology, and media, with notable clients such as Intel, TiVO, and Workday, assisting them in reducing operational costs and enhancing their digital transformation efforts.

Pico

Private Equity Round in 2022
Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.

Kreedo Early Childhood Solutions

Seed Round in 2022
Kreedo is an Edtech company that offers customers an end-to-end solution, from naming their preschool, marketing support, layout, admissions process, and so on, to running a premium preschool, which includes curriculum, educational materials, teacher and owner training, and assessment solutions.

Dynanonic

Post in 2022
Shenzhen Dynanonic Co., Ltd., established in January 2007, specializes in the development and industrialization of nanomaterials, focusing on nano-scale lithium-ion battery materials. The company integrates research and development with production and sales, positioning itself as a national high-tech enterprise. Headquartered in Nanshan District, Shenzhen, Dynanonic operates R&D and production facilities in Foshan City, Guangdong Province, Feicheng City, Shandong Province, and Pingshan District, Shenzhen. Through its commitment to advancing nanotechnology, Dynanonic aims to contribute to various industrial applications and innovations in energy storage solutions.

McAfee

Debt Financing in 2022
McAfee is a cybersecurity company founded in 1987 in Santa Clara, California. It specializes in providing comprehensive security solutions that cater to consumers, businesses, and government entities. McAfee's offerings include advanced antivirus and antimalware software, network security, and cloud security solutions that protect against a wide range of online threats such as viruses, malware, phishing, and identity theft. The company's technology leverages McAfee Global Threat Intelligence to proactively defend users from emerging security threats. Additionally, McAfee provides a centralized management system known as the McAfee ePolicy Orchestrator, which simplifies the oversight of security infrastructures across various environments. For individual consumers, McAfee offers products like McAfee Total Protection and McAfee LiveSafe that secure personal devices, including mobile phones, tablets, and computers. With a focus on education and support, McAfee also delivers professional services to help clients effectively implement and manage their security solutions.

Trust & Will

Venture Round in 2022
Trust & Will is an online platform that simplifies the estate planning process by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating affordable estate plans and settling the estates of loved ones. The platform guides users through the creation of wills, trusts, and other essential legal documents, allowing clients to save on legal fees while ensuring their wishes are accurately documented. Trust & Will prioritizes customer data security, utilizing bank-level encryption and adhering to stringent standards, including SOC 2 and HIPAA compliance. Additionally, Trust & Will serves as the official estate planning benefit provider for AARP members and collaborates with several prominent financial institutions to support its mission of helping families leave their legacy. The service does not constitute legal advice and is not a law firm.

Dodge Data & Analytics

Debt Financing in 2022
Dodge Data & Analytics is a leading provider of commercial construction project data and analytics services in North America. The company offers comprehensive and verified information that assists building product manufacturers, architects, engineers, contractors, and service providers in identifying growth opportunities and optimizing their market strategies. By delivering insights and workflow integration solutions, Dodge enables its clients to better understand their markets, forge key relationships, and pursue specific sales opportunities effectively. With over 125 years of experience, Dodge combines a legacy of continuous innovation with advanced analytics to address the evolving challenges of the construction industry, ultimately helping its customers strengthen their market positions and enhance their operational efficiency.

iCapital Network

Venture Round in 2021
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Endowus

Venture Round in 2021
Endowus is a financial advisory and personalized investment firm focused on helping clients grow their wealth. The company provides access to institutional share-class funds typically reserved for large investors, allowing clients to benefit from lower fees and better investment options. Endowus simplifies the investment process by charging a single access fee that encompasses advisory services, investment management, portfolio rebalancing, transfers, and brokerage. This comprehensive approach enables investors to engage with high-quality funds managed by reputable global investment management firms, which are usually inaccessible to retail investors.

TESVOLT

Funding Round in 2021
TESVOLT GmbH, established in 2014 and headquartered in Wittenberg, Germany, specializes in the development and manufacturing of lithium battery storage systems aimed at the commercial and industrial sectors. As a recognized leader in energy storage solutions in Germany and Europe, TESVOLT produces intelligent lithium storage systems with power capacities ranging from 10 kilowatt hours to several megawatt hours, all manufactured in a carbon-neutral gigafactory. Their products facilitate companies in reducing energy dependency and contribute to the transition toward renewable energy sources, including solar, wind, and biogas. The company has been acknowledged with various awards for its innovative approaches, driven by its co-founders Daniel Hannemann and Simon Schandert, who have extensive experience in the photovoltaic sector. TESVOLT's focus on developing economical storage solutions is complemented by its commitment to safety and quality, as evidenced by TÜV certification for its products.

Tiki

Series E in 2021
Tiki is an e-commerce company that operates a comprehensive platform offering a diverse range of products across multiple categories. With over 300,000 items available, Tiki partners with various brands to ensure a wide selection that includes electric appliances, fashion accessories, mobile devices, and health products. The company's focus on efficient logistics and customer service aims to enhance customer satisfaction while providing a secure shopping experience. By consolidating numerous product categories into a single platform, Tiki enables consumers to conveniently access a variety of items, catering to their diverse shopping needs.

Protalento

Seed Round in 2021
Protalento is an edtech company focused on supporting individuals in Latin America and the Caribbean as they navigate their career paths. It provides private educational and training services through a specialized platform that offers various workshops and programs. By utilizing digital content, including videos and interactive simulations, Protalento enhances language proficiency and makes learning more contextual and practical. The company emphasizes personalized attention for job seekers, allowing them to pay for services after achieving their employment goals, thereby making quality career development more accessible and affordable.

LYNK

Series B in 2021
Lynk operates an artificial intelligence-driven knowledge networking platform that connects knowledge workers with credible human expertise and various opportunities. By providing a single access point, Lynk facilitates opportunities for advisory, project, part-time, and full-time engagements, while also hosting private marketplaces for companies and organizations. The platform is designed to streamline workflows and enhance collaboration, offering tools that grant credentials for expertise and experience. Lynk serves a diverse clientele, including Fortune 500 companies, startups, and investment firms, with operations in major cities worldwide such as New York, Toronto, Singapore, Hong Kong, and Mumbai. The company is ISO27001 certified and has established a Global Alliance with UBS Group. Lynk's aim is to become the foundational infrastructure for knowledge work, enabling workers to reach their full potential and unlocking economic opportunities in the evolving landscape of work.

iCapital Network

Series C in 2021
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Endowus

Series A in 2021
Endowus is a financial advisory and personalized investment firm focused on helping clients grow their wealth. The company provides access to institutional share-class funds typically reserved for large investors, allowing clients to benefit from lower fees and better investment options. Endowus simplifies the investment process by charging a single access fee that encompasses advisory services, investment management, portfolio rebalancing, transfers, and brokerage. This comprehensive approach enables investors to engage with high-quality funds managed by reputable global investment management firms, which are usually inaccessible to retail investors.

FIA Tech

Series A in 2021
FIA Tech is a provider of financial and brokerage services that focuses on enhancing operational efficiency through its online platform. This cloud-based system offers integrated compliance and reference data solutions, facilitating connections between exchanges, brokers, clearers, and clients. By delivering end-to-end management of brokerage relationships, payment processes, settlement, and reconciliation, FIA Tech enables market participants to reduce risk, streamline operations, and address market and regulatory challenges effectively. The company's commitment to collaborating with the industry supports the development of key services and technologies aimed at mitigating operational costs and improving overall market functionality.

Bukalapak

Venture Round in 2021
Bukalapak is an Indonesian e-commerce platform founded in 2010 and headquartered in Jakarta Raya. It operates a shopping portal that offers a diverse array of consumer products, including electronics, cosmetics, and apparel. The platform provides customers with easy returns and a variety of flexible payment options, such as cash on delivery, credit or debit card transactions, and net banking. By enabling consumers to access a wide range of commercial and personal products, Bukalapak aims to enhance the online shopping experience in Indonesia.

ConsenSys

Convertible Note in 2021
ConsenSys, founded in 2015 by Joseph Lubin, is a leading Ethereum software company focused on Web 3.0 development. It provides a comprehensive suite of products, including Infura, Quorum, Truffle, Codefi, MetaMask, and Diligence, which enable developers, enterprises, and individuals to create next-generation applications and modern financial infrastructure while accessing the decentralized web. The platform offers essential tools and libraries for building and scaling decentralized applications, facilitating interaction with blockchain networks and smart contracts. ConsenSys also emphasizes education through ConsenSys Academy, which aims to bridge the Ethereum knowledge gap globally. By supporting billions of blockchain-based queries and managing significant digital asset transactions, ConsenSys plays a pivotal role in fostering the broader adoption and integration of blockchain technology, contributing to the development of the digital economy of the future.

Swixx Biopharma

Debt Financing in 2021
Swixx Biopharma fully represents biopharma companies in the CEE. It is designed to fully replace biopharma, OTC, and medical device multinationals’ subsidiaries or business units in those countries, or therapeutic areas of CEE, that the multinational chooses not to enter, or to exit. The company was founded in 2014 and is registered in Baar, Switzerland. It has 100%-owned affiliates in Albania, Bosnia & Herzegovina, Bulgaria, Croatia, Czech Republic, Estonia, Greece, Hungary, Kosovo, Latvia, Lithuania, North Macedonia, Montenegro, Poland, Romania, Russia, Serbia, Slovakia, and Slovenia.

Candidly

Series A in 2021
Candidly is an AI-driven student debt and savings optimization platform. It offers individuals and families through every step of the planning, borrowing, and repayment experience.

Llama

Series A in 2021
Containerizing the last-mile of logistics and delivery.

Equity Invest

Private Equity Round in 2021
Equity Invest is a private investment holding company. They offer investment strategies to companies that are looking to grow and expand. Typically they will invest between 2 - 200 million and have a focus on sectors including energy, defense, manufacturing, pharmaceuticals, engineering, tech and and private companies.

Axoni

Series B in 2021
Axoni is a technology company that specializes in real-time data replication and distributed ledger software for the financial services industry. Founded in 2017, it serves major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms globally, with offices in New York and London. Axoni's platform facilitates the seamless integration of traditional financial technologies with blockchain systems, offering market information and deep analysis of trends. Its solutions enable rapid deployment of critical financial networks and automate real-time data sharing among market participants, enhancing the management of legal records, lifecycle events, and cash flow calculations.

Thrasio

Debt Financing in 2021
Thrasio is a consumer goods company that specializes in acquiring and growing established brands that sell popular products. By leveraging data science and insights from rankings, ratings, and reviews, Thrasio identifies quality brands and optimizes their performance in the marketplace. The company enhances product lines and expands distribution to reach a global customer base. With a diverse portfolio of over 200 acquired brands, Thrasio has become one of the leading sellers on Amazon, focusing on providing high-quality goods across various sectors, including food processing and fitness. Its mission is to improve the availability of cherished products and enhance consumer experiences through innovative marketing and logistical strategies.

Pico

Series C in 2020
Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.

REEF

Private Equity Round in 2020
REEF is a network of mobility and urban logistics hubs in North America, consisting of 4,500 locations and a workforce of 15,000 associates across 200 cities. The company focuses on transforming underutilized urban spaces into neighborhood hubs that cater to the needs of cities, residents, and businesses. By leveraging technology, REEF provides solutions for parking, micro-fulfillment, and delivery that reduce congestion and support environmentally friendly practices. Each hub functions as a connected ecosystem that enhances the efficiency of goods and services delivery in densely populated areas. REEF's strategic design incorporates buffer zones, which allow delivery and rideshare vehicles to operate effectively, thereby alleviating city traffic. The organization aims to redefine urban possibilities and create vibrant community hubs that foster sustainable growth.

Altitude Infrastructure

Funding Round in 2020
Altitude Infrastructure is a leading operator in the telecommunications infrastructure sector, established by Jean-Paul Rivière in 1990 as part of a family holding company. The company specializes in developing, operating, and marketing alternative telecommunications networks tailored for local authorities. With over a decade of experience, Altitude Infrastructure addresses the diverse needs of communities, particularly in areas with low to medium population density. It offers a comprehensive range of wired technologies, including fiber optics, digital subscriber lines (DSL), WiMAX, and WiFi, ensuring high-speed broadband access for various settings, from individual homes to more densely populated regions. The company's expertise allows it to provide effective solutions that support local spatial planning and digital development requirements.

Ellucian

Debt Financing in 2020
Ellucian provide the higher education software, services, and analytics you need to manage your day-to-day campus business faster, easier, and more effectively. It’s been our total focus for more than 40 years. That passion speaks for itself: today Ellucian serve 2,400 institutions in 40 countries across the globe.

Gnubiotics Sciences

Debt Financing in 2020
Gnubiotics Sciences SA specializes in developing microbiome-modulating products aimed at nurturing, maintaining, and restoring microbiome diversity in humans and animals. Founded in 2016 and based in Epalinges, Switzerland, the company produces glycans and functional mimics of Human Milk Oligosaccharides (HMOs) for the consumer health market. Their flagship product, AMObiomeTM, is designed to enhance microbiome diversity and promote lifelong gut health. By replicating the natural structures found in breast milk, Gnubiotics aims to prevent infections and combat diet-induced obesity, while also addressing the growing demand for healthier food options. The company's innovative approach focuses on supporting immune systems and overall well-being through natural microbiome modulation.

Contemporary Amperex Technology

Post in 2020
CATL develops R&D and manufacturing capabilities of full industry chains in vehicle and energy storage batteries filed. This includes materials, battery cell, battery management systems, battery recycling and reuse. Providing power battery solutions for green vehicles. Providing high-efficiency storage solutions for clean energy applications. Contemporary Amperex Technology Co. Limited (CATL) is founded in 2011, headquartered at Ningde, Fujian.

Houzy

Venture Round in 2020
Houzy AG is a Zurich-based company that operates a digital platform designed for homeowners, established in 2017. The platform offers users a comprehensive overview of various aspects related to homeownership, including financial management, property valuation, and condition analysis of home components. By integrating smart tools, Houzy facilitates the tracking and optimization of annual costs, assists in comparing mortgage options, and provides insights into renovation timelines and expenses. This approach aims to save homeowners time and money while simplifying their management of home-related issues.

Cloud9 Technologies

Series B in 2020
Cloud9 Technologies, LLC is a provider of cloud communications services tailored for distributed workgroups and teams. The company offers several solutions, including C9Trader, which delivers secure voice and messaging services specifically designed for the institutional trading community. This platform allows traders to connect efficiently while eliminating the challenges associated with traditional telephone systems. Additionally, Cloud9 Technologies features a Voice Transcription solution that converts voice trading recordings into text, enabling firms to extract valuable insights from their communications. The company also provides C9 Communities, which fosters collaboration among business teams. Established in 2014 and headquartered in New York, Cloud9 Technologies has regional offices in Singapore and the United Kingdom, and operates as a subsidiary of JPMorgan Chase Holdings LLC.

iCapital Network

Venture Round in 2020
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Impossible Foods

Series E in 2019
Impossible Foods Inc. develops and produces plant-based substitutes for meat, dairy, and fish products, utilizing ingredients such as greens, seeds, and grains. Founded in 2011 by Patrick Brown and Monte Casino, the company is headquartered in Redwood City, California. Impossible Foods focuses on recreating the texture and taste of conventional meat and dairy by selecting specific proteins and nutrients, offering a healthier alternative to traditional animal products. Its offerings include items like plant-based burgers and cheeses, which are sold through restaurants and online in the United States.

Segro

Post in 2019
SEGRO is a real estate investment trust that owns, manages, and develops contemporary storage and industrial properties. Its services include modern big box and urban warehouses, catering to regional, national, and international distribution needs.

Harpoon Therapeutics

Series C in 2018
Harpoon Therapeutics is a clinical-stage immunotherapy company developing a novel class of T cell engagers that harness the power of the body’s immune system to treat patients suffering from cancer and other diseases. T cell engagers are engineered proteins that direct a patient’s own T cells to kill target cells that express specific proteins, or antigens, carried by the target cells. Using its proprietary Tri-specific T cell Activating Construct (TriTAC), platform, Harpoon is developing a pipeline of novel T cell engagers, or TriTACs, initially focused on the treatment of solid tumors and hematologic malignancies. Harpoon's first drug candidate, HPN424, is currently in Phase 1 clinical trial as a treatment for prostate cancer.

iCapital Network

Venture Round in 2018
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Lufax

Series C in 2018
Lufax is a technology-driven personal financial services platform based in China and associated with Ping An Insurance. The company specializes in providing a range of financial services, including wealth management and retail credit facilitation. It offers investment services tailored for institutions and individual investors, focusing on financial asset transactions and transaction financing consulting. Additionally, Lufax provides services related to financial asset allocation and manages a platform for facilitating these transactions, thereby enhancing the efficiency of financial operations for its clients.

SigFig

Series E in 2018
SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.

TCR2

Series B in 2018
TCR2 Therapeutics Inc. is a clinical-stage immunotherapy company based in Cambridge, Massachusetts, focused on developing innovative T cell receptor therapies for cancer treatment. The company's leading product candidates include TC-210, a TRuC-T cell therapy targeting mesothelin-positive solid tumors, which is currently undergoing phase I/II clinical trials for various cancers, including non-small cell lung cancer, ovarian cancer, malignant pleural/peritoneal mesothelioma, and cholangiocarcinoma. Another candidate, TC-110, targets CD19-positive B-cell hematological malignancies. TCR2's pipeline also addresses adult acute lymphoblastic leukemia, diffuse large B-cell lymphoma, and follicular lymphoma. Founded in 2015 by Dr. Patrick Baeuerle and MPM Capital, TCR2 leverages extensive expertise in T cell biology to create differentiated therapies that stand apart from traditional CAR-T cell treatments.

Visible Alpha

Venture Round in 2018
Visible Alpha is developing a proprietary new dataset and suite of tools to enhance institutional investors'​ ability to generate quantifiable insight into the future fundamentals of companies. By unlocking the intelligence and perspectives that have always been hidden behind analysts’ models, Visible Alpha is providing a new level of visibility and granularity into analysts'​ forecasts, assumptions and opinions to help investors generate alpha.
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