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

Schiess, Anya

Co-Managing Partner

Rob Tanna-Smith

Executive Director

Vincent Zeng

Vice President, Machine Learning

Past deals in Lending

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.

Sunbit

Debt Financing in 2024
Sunbit, Inc. is a financing service provider that enables users to split purchases into affordable payments, enhancing financial accessibility for everyday needs. Founded in 2015 and headquartered in Los Angeles, California, the company utilizes artificial intelligence and machine learning technology to approve a majority of applicants, thereby reducing the financial stress associated with larger purchases. Sunbit offers a point-of-sale lending platform that is integrated into various service locations, including auto dealerships, optical practices, dental offices, and specialty healthcare services. In addition to its financing solutions, Sunbit provides tools such as tablets, scanners, and informational sheets to assist retailers in facilitating transactions. The company also has mobile applications available on major platforms, allowing users to access its services conveniently from their smartphones.

Slope

Debt Financing 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.

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.

YouLend

Debt Financing in 2024
YouLend is a global embedded finance platform that serves as a preferred financing solution for prominent e-commerce and payment platforms such as Amazon, eBay, and Shopify. The company specializes in providing flexible funding options for small and medium-sized enterprises (SMEs), including online retailers. Its platform offers a transparent alternative to traditional banking products, allowing businesses to access funding without fixed repayments. Additionally, YouLend provides a complimentary analysis of future revenue and costs, enabling clients to focus on business development without the delays typically associated with securing financing.

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.

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.

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.

LendInvest

Debt Financing in 2021
LendInvest is an online investment platform based in London, United Kingdom, specializing in property lending. Founded in 2008, the company provides various financial products, including buy-to-let mortgages, short-term loans, bridging finance, and development finance. Through its online marketplace, LendInvest enables everyday investors to access property-backed loan investments, offering a range of asset classes while underwriting and pre-funding these investments. The platform caters to intermediaries, landlords, and property developers across the UK, making property finance more accessible and streamlined.

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.

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.
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