JP Morgan

J.P. Morgan is a leading financial institution that provides a diverse range of services to its clients. The company specializes in asset management, commercial banking, investment banking, merchant services, securities services, treasury and payments, and wealth management. With a comprehensive global product platform, J.P. Morgan offers tailored solutions to meet the needs of various clients, including corporations, institutions, and individuals. Additionally, the firm has a focus on commodity risk management, providing essential services in both physical and financial markets. Through its extensive expertise and resources, J.P. Morgan aims to deliver innovative financial solutions while maintaining a commitment to client service.

James Baker

Executive Director, Investment Specialist

Andy Dacy

Managing Director

Nicholas Meer

Managing Director

Anya Schiess

Co-Managing Partner

Rob Tanna-Smith

Executive Director

Vincent Zeng

Vice President, Machine Learning

Past deals in Finance

Deem Finance

Debt Financing in 2025
Provider of financial services based in Abu Dhabi, United Arab Emirates. The company offers credit cards, personal loans and wholesale deposit products to customers.

Lendo

Debt Financing in 2025
Lendo is an alternative lending marketplace that helps digitally finance small and medium-sized enterprises (SMEs) in Saudi Arabia. Lendo was granted the first Crowdlending (debt financing) licensed in Saudi Arabia, and received the Excellence in Finance Leaders Award from FiNext Awards. Lendo’s products and solutions make everyday business activities easier, more secure, and more efficient for both investors and borrowers alike.

Slope

Venture Round in 2024
Slope is a financial platform developer that provides a range of payment solutions for businesses. Its platform allows clients to manage various aspects of financial transactions, including loan processing, underwriting, debt collection, and payout management, once goods or services are delivered. By offering options such as credit card acceptance and invoice link generation, Slope enables businesses to facilitate installment payments at checkout. This approach not only helps improve cash flow and financial security for businesses but also reduces administrative burdens and enhances the overall customer experience. The platform is designed for easy integration with existing systems, making it a versatile solution for companies seeking to streamline their financial operations.

Partior

Series B in 2024
Partior is a developer of a blockchain platform focused on enhancing cross-border payments and settlements for financial institutions. By utilizing blockchain and distributed ledger technology, Partior aims to streamline digital payments, making them more efficient, reliable, and secure. The platform facilitates real-time, multi-currency transactions, which increases transparency and accelerates the payment process. It addresses common challenges in cross-border payments, such as manual reconciliation and the need for pre-funding of nostro accounts, thereby helping financial institutions unlock capital and improve operational efficiency. Through its innovative approach, Partior provides digital clearing and settlement services that reduce friction in trade and foreign exchange settlements.

FMX

Venture Round in 2024
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.

PPRO

Private Equity Round in 2024
PPRO is a fintech company that specializes in providing digital payment infrastructure for businesses and banks. Its platform enables seamless integration of various payment methods, including credit card processing, alternative payments, local cash collection, and e-wallet services, all through a single connection. PPRO's technology allows payment platforms, acquirers, and merchants to manage their payment services efficiently, utilizing fraud screening tools and other essential products from multiple providers. The company's orchestration layer ensures smooth process flows and data management, simplifying the complexities of digital payments. Notable clients, including Citi, PayPal, and Stripe, rely on PPRO to enhance their payment capabilities, streamline operations, and improve conversion rates.

Origis Energy

Debt Financing in 2024
Origis Energy Ltd. is a solar development and construction company that focuses on large-scale solar photovoltaic projects across Belgium, Greece, Italy, Slovakia, and the United States. Established in 2008 and headquartered in Limassol, Cyprus, the company specializes in the design, construction, and operation of solar farms that provide clean electricity to utilities, corporations, and communities. Origis Energy offers a comprehensive range of services, including project development, financing solutions, engineering, procurement, and construction (EPC), as well as long-term operations and maintenance (O&M). Their asset management services encompass regulatory compliance, financial reporting, and performance management, while operational management includes preventive maintenance and security measures for the plants. By arranging equity and debt financing, Origis Energy enables clients to access cost-effective solar and energy storage solutions, contributing to the transition to cleaner energy sources.

Silver Lake

Debt Financing in 2023
Silver Lake is a private equity firm founded in 1999 and based in Menlo Park, California. The firm specializes in making large-scale investments exclusively in leading technology companies across various sectors. With a focus on media, business-to-consumer, energy, financial services, healthcare, software as a service, technology, media, and telecommunications, Silver Lake aims to drive growth and innovation within the technology landscape. As a registered investment adviser, Silver Lake is dedicated to leveraging its expertise to identify and support high-potential companies in the technology sector.

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.

FIA Tech

Series A in 2023
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.

OpenFin

Series D in 2023
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

Socure

Debt Financing in 2023
Socure Inc. specializes in digital identity verification solutions, utilizing artificial intelligence and machine learning to authenticate identities in real-time. Its flagship platform, Socure ID+, integrates data from various online and offline sources, including email, phone numbers, and social media, to streamline customer identification processes and ensure compliance with regulations such as know your customer (KYC) and anti-money laundering (AML). In addition to Socure ID+, the company offers tools like Aida, an AI-driven bot for real-time identity validation; Docv, a document verification solution; and Sigma Synthetic Fraud, which targets synthetic identity fraud. Serving a diverse clientele that includes software and financial firms, as well as integration partners and sponsor banks, Socure aims to eliminate identity fraud and enhance security for online transactions. Founded in 2012 and headquartered in New York, Socure has established strategic partnerships to expand its reach and effectiveness in the identity verification landscape.

13o3

Debt Financing in 2022
13o3 is a boutique investment firm specializing in providing tailored solutions to complex and sophisticated business challenges for discerning clientele, mainly high-profile individuals. Launched in 2013 and founded by Asfand Yar Saeed, the company operates under the legal name 13o3 Ltd and is currently active. 13o3's clients have deployed $1 Billion in assets, and the firm functions as a luxury family office. As an invitation-only consultancy, they pride themselves on their exclusivity and discretion. The elite team of experienced consultants at 13o3 is committed to providing bespoke solutions that epitomize perfection and exclusivity. The company is headquartered at 32 London Bridge Street, 24/25, The Shard, London SE1 9SG, United Kingdom, and can be contacted through their email info@13o3.com. For more information about 13o3 and their services, visit their website at https://www.13o3.com or follow their Twitter account, @13o3_HQ.

Acin

Series B in 2022
Acin is a market-defining fintech company that is on a mission to make banks safer and transform the financial industry’s approach to non-financial risk, through the use of data.

Edge Laboratories

Funding Round in 2022
EdgeLab was founded in 2013 by investment, risk management and technology professionals. They are a group of passionate and highly motivated engineers and scientists, coming from the fields of computer science and security, financial engineering and risk management, scientific computing, numerical analysis and statistics. They would gladly welcome you for a meeting with us and have the opportunity to present you their demo platform.

Evooq

Funding Round in 2022
Evooq offers wealth and asset managers technology-driven solutions. They want to drastically simplify the investment procedure to improve professional investors' and their clients' access to and awareness of investments. It aids wealth and asset managers in enhancing their services and business practices so they can provide better results for their organizations and customers.

Partior

Series A in 2022
Partior is a developer of a blockchain platform focused on enhancing cross-border payments and settlements for financial institutions. By utilizing blockchain and distributed ledger technology, Partior aims to streamline digital payments, making them more efficient, reliable, and secure. The platform facilitates real-time, multi-currency transactions, which increases transparency and accelerates the payment process. It addresses common challenges in cross-border payments, such as manual reconciliation and the need for pre-funding of nostro accounts, thereby helping financial institutions unlock capital and improve operational efficiency. Through its innovative approach, Partior provides digital clearing and settlement services that reduce friction in trade and foreign exchange settlements.

Lendbuzz

Debt Financing in 2022
Lendbuzz, Inc. operates an innovative car financing platform that utilizes machine learning algorithms to assess the creditworthiness of individuals, particularly those with thin or no credit history. Founded in 2015 and based in Boston, Massachusetts, the company focuses on providing financing solutions for consumers who are often underserved by traditional banks, including international students, foreign professionals, and expatriates. By analyzing a range of background information—such as employment, education, and financial history—Lendbuzz is able to extend loans and refinancing options with favorable terms, regardless of credit score or the presence of a social security number. The platform partners with auto dealerships to facilitate access to financing, allowing consumers to purchase vehicles while enabling dealerships to serve a broader and more diverse client base.

Hartbeat Ventures

Private Equity Round in 2022
HartBeat Ventures is a venture capital firm located in Encino, California. The firm specializes in investing in companies within the media, technology, and lifestyle sectors. By targeting these dynamic industries, HartBeat Ventures aims to support innovative startups and growth-stage companies that have the potential to reshape their respective markets. Through its investment strategy, the firm seeks to foster creativity and drive advancements in these key areas.

AccessFintech

Series C in 2022
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Ownera

Series A in 2022
Ownera is a digital assets software company that operates a digital securities network designed for institutional use. Founded in 2018 and based in Vaduz, Liechtenstein, the company provides an API that allows customers to connect directly to its network. Ownera offers an issuance platform that simplifies the process of issuing digital securities for financial institutions. By creating an interoperability network for tokenized assets, Ownera aims to modernize the private markets, making them less reliant on paper processes and more accessible for banks, asset managers, and exchanges. This platform facilitates the efficient routing of assets, enabling institutional clients to discover, invest in, and trade assets with immediate transaction settlement and ownership transfer. Additionally, Ownera has contributed to the development of the open-source FinP2P protocol, which underpins its digital asset solutions.

RenovITe

Acquisition in 2022
RenovITe is a modern payment solutions provider focused on delivering integrated payment processing systems for merchants, banks, and financial institutions. Founded by payment experts, the company offers tailored business solutions designed to adapt to the evolving needs of its clients. Its primary products include RIPPS, an electronic funds transfer (EFT) payments switching product, and REXA, a test automation suite. These offerings facilitate secure electronic transactions, automate testing processes, and simulate financial network interfaces, ensuring reliable communication of transaction data among various accounts. RenovITe aims to support businesses in navigating the complexities of the 21st-century payment landscape.

MerQube

Venture Round in 2022
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.

FreshBooks

Debt Financing in 2022
FreshBooks is a cloud-based accounting software company that simplifies online invoicing and financial management for business owners. Its platform is designed to be user-friendly, offering features such as invoicing, expense management, online payments, and time tracking. This automation helps small businesses efficiently manage their finances and maintain accurate bookkeeping. Serving customers of all sizes across more than 160 countries, FreshBooks is recognized for its exceptional customer support, having received multiple Stevie Awards. The company operates from offices in Canada, Croatia, Mexico, the Netherlands, and the United States.

Wayflyer

Debt Financing in 2022
Wayflyer is a Dublin-based revenue-based financing platform tailored for e-commerce brands. It offers quick and cost-effective funding solutions designed to facilitate business growth while simplifying financial processes. In addition to funding, Wayflyer provides free marketing analytics through its underwriting engine, which evaluates marketing performance daily. This analytics platform generates detailed recommendations that help clients optimize their campaign budgets, ultimately enhancing their overall performance and growth potential.

Capitolis

Series D in 2022
Capitolis Inc. is a technology company that offers an online software-as-a-service platform designed for banks and financial institutions to improve capital management and collaboration. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis enables financial institutions to optimize their balance sheets and enhance liquidity in capital markets. The platform facilitates the rapid sourcing of capital for trades from other institutions, connecting global banks with institutional investors to provide access to diversified capital and investment opportunities. By streamlining operations and fostering partnerships, Capitolis aims to enhance the efficiency and safety of capital markets while promoting economic performance.

Wayflyer

Series B in 2022
Wayflyer is a Dublin-based revenue-based financing platform tailored for e-commerce brands. It offers quick and cost-effective funding solutions designed to facilitate business growth while simplifying financial processes. In addition to funding, Wayflyer provides free marketing analytics through its underwriting engine, which evaluates marketing performance daily. This analytics platform generates detailed recommendations that help clients optimize their campaign budgets, ultimately enhancing their overall performance and growth potential.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

Lendbuzz

Debt Financing in 2022
Lendbuzz, Inc. operates an innovative car financing platform that utilizes machine learning algorithms to assess the creditworthiness of individuals, particularly those with thin or no credit history. Founded in 2015 and based in Boston, Massachusetts, the company focuses on providing financing solutions for consumers who are often underserved by traditional banks, including international students, foreign professionals, and expatriates. By analyzing a range of background information—such as employment, education, and financial history—Lendbuzz is able to extend loans and refinancing options with favorable terms, regardless of credit score or the presence of a social security number. The platform partners with auto dealerships to facilitate access to financing, allowing consumers to purchase vehicles while enabling dealerships to serve a broader and more diverse client base.

Incode

Series B in 2021
Incode Technologies Inc. is a digital identity company that specializes in biometric identity solutions aimed at enhancing customer experiences in banking, payments, hospitality, and retail. Founded in 2015 and headquartered in San Francisco, Incode develops a comprehensive omnichannel identity platform that provides services such as account opening, identity authentication, and payment processing. Key offerings include Incode Omni, which utilizes artificial intelligence for secure biometric verification, and various applications like Incode Hello for chat and video conferencing, Incode Welcome for new account applications, and Incode Facepay for transaction verification. Recognized for its enterprise-grade facial recognition capabilities, Incode's products are utilized by major banks, financial institutions, and retailers, setting a new benchmark for convenience and security in user interactions. The company also maintains additional offices in Europe and Latin America to support its global operations.

MerQube

Series A in 2021
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.

Wematch.Live

Series B in 2021
Wematch.live is a fintech company that offers web-based solutions aimed at enhancing operational efficiency for financial institutions by automating processes traditionally reliant on voice broking. The company focuses on providing transition liquidity through a structured electronic service that aims to improve productivity and reduce risks associated with voice interactions. Its licensed technology caters to regulated entities, facilitating the management of various financial products, including securities financing, OTC equity derivatives, and cleared interest rate derivatives. By helping firms find liquidity, negotiate, trade, and optimize the lifecycle of their assets and trade structures, Wematch.live plays a crucial role in modernizing the financial trading landscape.

Volkswagen Finance Establecimiento Financiero De Credito

Acquisition in 2021
Volkswagen Finance offers vehicle financing, leasing, direct banking, insurance, truck and car rental, digital car parking.

Aumni

Series B in 2021
Aumni is a data-driven investment analytics platform based in the United States, specifically designed for private capital markets, including venture funds, family offices, university endowments, and corporate venture firms. Founded by former corporate attorneys Tony Lewis and Kelsey Chase in Salt Lake City, Aumni utilizes a combination of artificial intelligence and human expertise to extract and analyze critical deal data from complex legal agreements. The platform provides strategic insights related to the economic positions and legal rights of investors by converting intricate deal data into a clear, complete, and accurate dataset. Additionally, Aumni conducts audits and analyses of transactions to ensure the completeness and accuracy of documentation, thereby enabling investors and venture firms to make informed decisions based on a comprehensive understanding of their investments. The company has successfully analyzed a vast array of private capital data, representing investors with over $1 trillion in assets under management.

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.

Airtel Africa

Post in 2021
Airtel Africa Plc is a telecommunications company that offers a range of services, including mobile voice, data communication, and mobile money solutions across Nigeria, East Africa, and Francophone Africa. The company provides both prepaid and postpaid wireless voice services, international roaming, and fixed line telephone services. Its mobile money services encompass various financial solutions such as payment systems, microloans, savings, and international money transfers. Established in 2018 and headquartered in London, Airtel Africa aims to make mobile communications accessible and affordable, thereby contributing to economic and social development in the regions it serves. As of March 2020, the company catered to approximately 110.6 million customers, with significant revenue generated from its operations in Nigeria. Airtel Africa is a subsidiary of Airtel Africa Mauritius Limited and is committed to extending its network reach, particularly in rural areas, as part of its community development initiatives.

Capitolis

Series C in 2021
Capitolis Inc. is a technology company that offers an online software-as-a-service platform designed for banks and financial institutions to improve capital management and collaboration. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis enables financial institutions to optimize their balance sheets and enhance liquidity in capital markets. The platform facilitates the rapid sourcing of capital for trades from other institutions, connecting global banks with institutional investors to provide access to diversified capital and investment opportunities. By streamlining operations and fostering partnerships, Capitolis aims to enhance the efficiency and safety of capital markets while promoting economic performance.

PPRO

Private Equity Round in 2021
PPRO is a fintech company that specializes in providing digital payment infrastructure for businesses and banks. Its platform enables seamless integration of various payment methods, including credit card processing, alternative payments, local cash collection, and e-wallet services, all through a single connection. PPRO's technology allows payment platforms, acquirers, and merchants to manage their payment services efficiently, utilizing fraud screening tools and other essential products from multiple providers. The company's orchestration layer ensures smooth process flows and data management, simplifying the complexities of digital payments. Notable clients, including Citi, PayPal, and Stripe, rely on PPRO to enhance their payment capabilities, streamline operations, and improve conversion rates.

Zanbato

Corporate Round in 2021
Zanbato is a private securities crossing network that provides market data, counter-party verification, and order execution to a membership of broker-dealers and institutionally-sized investors and shareholders. It aims to build an efficient private market that allocates capital to the best ideas and talent and empowers investors and visionaries to continue to build companies that push the frontiers of human innovation. The company was founded in 2010 and is headquartered in Mountain View, California.

Trovata

Series A in 2021
Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

OpenFin

Venture Round in 2020
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

Icon Solutions

Corporate Round in 2020
Icon is an award-winning IT consultancy specialising in the financial services domain. Their critical advantage is having the combination of consultancy skills, project delivery experience and a deep knowledge of both technology and the financial services domain. This combination means that they can help their customers in meeting their challenges as well as delivering outstanding relevant commercial insights.The critical value Icon offers its clients, is the combination of deep subject matter expertise in instant payments, a proven track record in delivering bank critical systems, and a FinTech approach to the use of technology. This is evidenced by longstanding client relationships with some of the most important global financial institutions. Their drive to innovate stems from their desire to improve the technology that underpins finance without increasing its complexity. They work with their clients to bridge the gap between 21st Century technologies and legacy platforms as cleanly as possible. They don’t believe in just finding a solution, they always strive to find the optimal and most flexible solution. Putting the right people in front of each problem allows the best solutions to be identified quickly.

AccessFintech

Series B in 2020
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Capitolis

Venture Round in 2020
Capitolis Inc. is a technology company that offers an online software-as-a-service platform designed for banks and financial institutions to improve capital management and collaboration. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis enables financial institutions to optimize their balance sheets and enhance liquidity in capital markets. The platform facilitates the rapid sourcing of capital for trades from other institutions, connecting global banks with institutional investors to provide access to diversified capital and investment opportunities. By streamlining operations and fostering partnerships, Capitolis aims to enhance the efficiency and safety of capital markets while promoting economic performance.

Taulia

Venture Round in 2020
Taulia Inc. is a technology company specializing in supply chain management and financing solutions, utilizing artificial intelligence to enhance business operations. Founded in 2009 and headquartered in San Francisco, California, with additional offices in several international locations, Taulia offers a range of services aimed at optimizing working capital. These services include dynamic discounting, supply chain finance, cash forecasting, invoice automation, and supplier management. The company provides solutions for both buyers and suppliers, enabling early payment options, electronic invoicing, and self-service tools that promote supplier independence. By transforming invoices into revenue opportunities and facilitating easier participation in e-invoicing, Taulia aims to strengthen supplier relationships and unlock financing opportunities for businesses. The company has also established a strategic partnership with KPMG to further enhance its offerings.

13o3

Secondary Market in 2020
13o3 is a boutique investment firm specializing in providing tailored solutions to complex and sophisticated business challenges for discerning clientele, mainly high-profile individuals. Launched in 2013 and founded by Asfand Yar Saeed, the company operates under the legal name 13o3 Ltd and is currently active. 13o3's clients have deployed $1 Billion in assets, and the firm functions as a luxury family office. As an invitation-only consultancy, they pride themselves on their exclusivity and discretion. The elite team of experienced consultants at 13o3 is committed to providing bespoke solutions that epitomize perfection and exclusivity. The company is headquartered at 32 London Bridge Street, 24/25, The Shard, London SE1 9SG, United Kingdom, and can be contacted through their email info@13o3.com. For more information about 13o3 and their services, visit their website at https://www.13o3.com or follow their Twitter account, @13o3_HQ.

H4

Venture Round in 2020
H4 is a digital platform focused on transforming documentation in global financial markets and legal contracts. By offering re-engineered documentation and streamlined workflows, H4 addresses the practical challenges faced by investment banks, law firms, financial investors, issuers, and other market participants. The platform enhances the efficiency and consistency of documentation processes, enabling clients to effectively manage their documentation needs and improve their operational practices.

MEMX

Venture Round in 2020
MEMX LLC is a member-owned equities trading platform, catering to both retail and institutional investors. Established in 2018 and headquartered in Jersey City, New Jersey, MEMX focuses on enhancing the trading experience by offering a competitive and efficient marketplace. The platform aims to streamline the trading process and improve execution quality for its members, thereby contributing to a more transparent and accessible trading environment.

Trovata

Venture Round in 2020
Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

Hipgnosis Songs

Post in 2020
Hipgnosis, which was founded by Merck Mercuriadis, is a Guernsey registered investment company established to offer investors a pure-play exposure to songs and associated musical intellectual property rights. The Company has raised a total of over £625 million (gross equity capital) through its Initial Public Offering on 11 July 2018, and subsequent issues in April 2019, August 2019 and October 2019. In September 2019, Hipgnosis transferred its entire issued share capital to the Premium listing segment of the Official List of the FCA and to the London Stock Exchange’s Premium segment of the Main Market.

Wematch.Live

Series A in 2019
Wematch.live is a fintech company that offers web-based solutions aimed at enhancing operational efficiency for financial institutions by automating processes traditionally reliant on voice broking. The company focuses on providing transition liquidity through a structured electronic service that aims to improve productivity and reduce risks associated with voice interactions. Its licensed technology caters to regulated entities, facilitating the management of various financial products, including securities financing, OTC equity derivatives, and cleared interest rate derivatives. By helping firms find liquidity, negotiate, trade, and optimize the lifecycle of their assets and trade structures, Wematch.live plays a crucial role in modernizing the financial trading landscape.

OpenFin

Series C in 2019
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

Trovata

Seed Round in 2019
Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

AccessFintech

Series A in 2018
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

BILL

Series G in 2017
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California. For more information, visit bill.com.

Block

Series E in 2014
Block, Inc. is a technology company established in 2009 that specializes in financial services. It encompasses several key divisions, including Square, Cash App, TIDAL, and TBD, all aimed at increasing economic accessibility. Block provides payment services to merchants and has developed Cash App, a person-to-person payment network that facilitates financial transactions between individuals. In 2023, the company reported a payment volume exceeding $200 million. Through its various platforms and services, Block seeks to empower users and enhance their ability to engage with the economy.

IHS Markit

Private Equity Round in 2010
IHS Markit Ltd. is a prominent provider of critical information, analytics, and solutions for various industries, financial markets, and governments worldwide. The company operates through four main segments: Financial Services, Transportation, Resources, and Consolidated Markets & Solutions (CMS). Its Financial Services segment offers a range of products including pricing and reference data, trading services, and enterprise software for financial market participants. The Transportation segment delivers analysis, production forecasts, and predictive analytics related to vehicles and shipping. The Resources segment focuses on upstream and downstream services in the energy and chemicals sectors, providing market forecasting and analytical tools. CMS provides research tools and performance analysis for technology, media, and telecommunications industries. Founded in 1959 and headquartered in London, IHS Markit employs approximately 16,000 professionals globally, with a significant portion of its revenue derived from recurring sources.

CASHU

Venture Round in 2004
CASHU is a safe payment method designed for and customized to suit, serve, and support online shoppers in all Arabic speaking and surrounding countries. It provides secure, accessible, and easy to use payment solutions, giving everyone the possibility to buy online without discriminating on income, nationality, or banking contacts. It is a payment platform that is built upon, and encapsulates the most sophisticated and up to date fraud prevention and AML systems reducing the risks associated with online payments for both buyers and sellers, which all allows for wider, safer, and faster consumer participation in e-commerce. Over the years, CASHU has built a large network of approachable vendors creating its availability to its users and spread in thousands of spots across every country and city within MENA region. This huge network made easy to all online buyers to fund their CASHU accounts and spend these funds to buy online from those merchant who accepts CASHU as a payment option. It also helped thousands of merchants around the globe to grow businesses and to expand smoothly and securely in the MENA region offering their products and services to millions of buyers residing in this raw region. CASHU was established in 2002 and is based in Dubai.

NewStar Financial

Private Equity Round in 2004
NewStar Financial, Inc. is a specialized commercial finance company focused on meeting the complex financing needs of companies and private investors in the middle market. The Company specializes in providing a range of senior secured debt financing options to mid-sized companies to fund working capital, growth strategies, acquisitions and recapitalizations, as well as, equipment purchases. NewStar originates loans and leases directly through teams of experienced, senior bankers and marketing officers organized around key industry and market segments.

MSP Capital

MSP Capital specializes in providing asset-based, short-term finance and tailored lending solutions ranging from £30,000 to £10 million. The company focuses on supporting professional property investors in the United Kingdom by offering bridging finance, development finance, and business funding. This enables clients to grow, expand, acquire new businesses or properties, or restructure existing ones. MSP Capital is adept at creating bespoke financing packages quickly, particularly for borrowers needing turnaround or recovery plans. Additionally, the firm offers guidance on effectively utilizing the capital injection to maximize profitability.
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