DiligentIQ
Series A in 2025
DiligentIQ is a technology company that specializes in generative AI-driven platforms for due diligence in alternative asset classes. Its core product analyzes content from virtual data rooms and proprietary datasets to identify hidden opportunities, risks, and synergies, accelerating the due diligence process for private equity, private credit, and infrastructure investors. The platform securely ingests and rapidly analyzes deal documents, delivering clear, actionable insights to investment teams, thereby enhancing their speed and accuracy in evaluating deal opportunities.
SRA Watchtower
Venture Round in 2025
SRA Watchtower industry demands constant vigilance, relying on outdated and subjective risk management practices.
VRGL
Venture Round in 2024
VRGL is a company that specializes in providing wealth management firms with advanced analytics and automated data extraction tools. Its platform is designed to enhance the client acquisition, proposal management, and retention processes for financial advisors. By enabling seamless aggregation of client investment data, VRGL allows advisors to deliver a comprehensive view of clients' investment portfolios. The technology offers a no-touch analytics package that helps advisors contextualize their investment offerings and demonstrate the value they add. Additionally, VRGL's software provides scoring of client and prospect portfolios based on key metrics such as performance, diversification, risk, taxes, and fees, thereby guiding advisors in formulating more effective investment strategies. Founded by pioneers in the institutional wealth management sector, VRGL aims to empower financial professionals with the insights needed to better serve their clients.
Strategic Risk Associates
Series B in 2022
Strategic Risk Associates provides technology-driven risk management solutions tailored for financial institutions. Its flagship product, Watchtower ERM dashboard, aggregates and delivers executive-level reporting on key risk indicators (KRIs), risk appetite management, strategic objectives tracking, peer performance analysis, policy limits monitoring, and regulatory examination management. This integrated solution enhances decision-making and overall performance.
VRGL is a company that specializes in providing wealth management firms with advanced analytics and automated data extraction tools. Its platform is designed to enhance the client acquisition, proposal management, and retention processes for financial advisors. By enabling seamless aggregation of client investment data, VRGL allows advisors to deliver a comprehensive view of clients' investment portfolios. The technology offers a no-touch analytics package that helps advisors contextualize their investment offerings and demonstrate the value they add. Additionally, VRGL's software provides scoring of client and prospect portfolios based on key metrics such as performance, diversification, risk, taxes, and fees, thereby guiding advisors in formulating more effective investment strategies. Founded by pioneers in the institutional wealth management sector, VRGL aims to empower financial professionals with the insights needed to better serve their clients.
HazelTree
Venture Round in 2022
HazelTree offers a comprehensive Treasury Management solution for hedge funds and institutional investors. It enables clear viewing, analysis, and optimization of cash rates, pricing on debit/credit balances, and collateral balances across all counterparties from a single platform.
Quavo Fraud & Disputes
Series A in 2021
Quavo, Inc. is a technology-enabled services company based in Wilmington, Delaware, that specializes in developing software products for managing transaction disputes. Founded in 2015, Quavo provides cloud-based dispute management services tailored for card issuers, financial institutions, and FinTech organizations. Their offerings include automated solutions for payment disputes, ensuring compliance with relevant regulations, and facilitating seamless integration with clients' core systems. Notable products include the Automated Reasonable Investigation Agent, which supports auditable investigations, and Quantum Fraud and Disputes, designed to automate the dispute resolution process. Quavo's services allow customers to report disputes through various channels, such as self-service options, call centers, or in-person at branches, enhancing the overall customer experience in managing payment disputes.
Honcho is the only AI-powered communications protection software that coaches and trains as employees type to help compliance and HR professionals build and maintain exceptional communications practices in their companies.
Our communications-protection software helps reduce the risk of non-compliant communications. Detect when users are composing potentially problematic messages, have the ability to archive official communication channels, and support supervisory review of any issues that arise. Show employees, customers, and the world that you care about ensuring an ethical and compliant workplace. And, invest in your communications now to avoid costly litigation, regulatory fines, negative press, and a demoralized culture later.
Bipsync Limited, founded in 2012 and based in New York, develops a research management software solution tailored for financial organizations and professional investors. The company's platform automates and simplifies research processes by combining centralized record-keeping with powerful process management and data integrations. This enhances analyst productivity, ensures compliance, and improves research outcomes. Bipsync serves clients across the investment management industry, from small startup hedge funds to large international multi-strategy funds, providing deployment and support services to meet their compliant data management needs. The company employs modern technologies, agile processes, and user-centered design to drive efficiency and better decision-making for its customers.