JP Morgan Chase

JPMorgan Chase & Co. is a prominent financial holding company based in New York, United States, that provides a wide range of financial services globally. Established in 2000, the firm operates through various segments, including investment banking, commercial banking, and asset management. Its investment banking division offers services such as corporate advisory, capital raising in equity and debt markets, risk management, and market-making. Additionally, JPMorgan Chase serves consumers, small businesses, and commercial clients by delivering innovative banking solutions and financial transaction processing. With a legacy dating back to 1877, the company has built a reputation for providing comprehensive financial strategies and services to meet the diverse needs of its clientele.

Rohan Amin

Managing Director and Chief Product Officer, Consumer and Community Banking

Muhammad Aurangzeb

CEO Global Corporate Bank Asia Pacific

Scott A. Beardsley

Managing Director

Richard Cao

Investment Banking Analyst

William Creaser

Executive Director, Northeast Middle Market and Specialized Industries

Jamie Dimon

CEO and President

Mary Callahan Erdoes

Asset and Wealth Management CEO

Maria Escorcia

Vice President - Program Officer Florida - JPMorgan Chase Foundation

Jatin Garg

Senior Business Analyst

Julie Glynn

Managing Director

Alan Ho

CEO of China

Rao Lakkakula

Product Security Director

Dan Mendelson

CEO of Morgan Health

Douglas B. Petno

Commercial Banking CEO

E. Soinski

Managing Director

Jennie Sparandara

Managing Director

Sanoke Viswanathan

CEO of International Consumer and Wealth

332 past transactions

Guardian Bikes

Debt Financing in 2025
Guardian Bikes designs and manufactures children's bicycles with a focus on safety and ease of use. The company features the award-winning SureStop Brake System, which prevents accidents by allowing children to stop both wheels with a single lever. Guardian Bikes offers a 365-day test ride and free returns, ensuring customer satisfaction. The bikes are built with lightweight steel frames, making them easy to control and durable enough to last through years of use. Guardian Bikes aims to educate the world on safer biking for kids.

ACRES Commercial Realty Corporation.

Post in 2025
Acres Commercial Realty is a REIT that offers transitional commercial real estate loans and commercial real estate credit investments. The company's investment strategy focuses on commercial real estate-related assets and, to a lesser extent, higher-yielding commercial finance assets. RCC invests in the following asset classes: commercial real estate-related assets such as whole loans, A-notes, B-notes, mezzanine loans and mortgage-related securities and commercial finance assets such as other asset-backed securities, senior secured corporate loans, equipment leases, and notes, trust preferred securities, debt tranches of collateralized debt obligations and private equity investments principally issued by financial institutions. Acres Commercial Realty was founded in 2005 and is based in Westbury, New York.

Sandfire Resources

Post in 2025
Sandfire Resources NL is a dynamic mid-tier Australian mining and exploration company which is listed on the Australian Securities Exchange.

FirstService

Post in 2025
FirstService Corporation is a leading provider of real estate-related services, primarily operating in two business divisions: FirstService Residential and FirstService Brands. FirstService Residential manages thousands of residential communities, encompassing a range of property types including high-rise, medium-rise, and low-rise condominiums and cooperatives. FirstService Brands focuses on delivering property services to both residential and commercial clients, generating most of the company's revenue through various well-known brands such as California Closets, Paul Davis Restoration, CertPro Painters, Pillar to Post, Floor Coverings International, College Pro Painters, and Service America. The majority of FirstService's revenue is derived from operations in the United States, serving a diverse clientele across commercial, institutional, and residential markets.

Getty Images

Post in 2025
Getty Images, Inc. is a digital media company that specializes in the creation, distribution, and licensing of visual content, including images, audio, and video products. Founded in 1995 and headquartered in Seattle, Washington, Getty Images serves a global clientele across various sectors such as news, sports, and entertainment. The company offers a diverse range of services, including contemporary and archival imagery, photo assignment services, and research and clearance for licensing. Additionally, Getty Images provides technological solutions like the Getty Images API for streamlined content access, Media Manager for brand asset management, and STUDIO, which focuses on authentic brand storytelling. With a commitment to enhancing visual communications, Getty Images leverages advancements in artificial intelligence and machine learning to improve search functionality and user experience, reinforcing its position as a leader in the visual content industry.

The Liberty Company

Debt Financing in 2025
The Liberty Company is a finacial service company that provides risk management and insurance services.

Intuit

Post in 2025
Intuit Inc. is a financial technology company that offers a comprehensive suite of financial management and compliance products for consumers, small businesses, self-employed individuals, and accounting professionals. Established in 1983 and headquartered in Mountain View, California, Intuit operates through three main segments: Small Business & Self-Employed, Consumer, and Strategic Partner. The Small Business & Self-Employed segment includes QuickBooks, a leading accounting software that provides various online and desktop solutions, payroll services, and payment processing options. The Consumer segment primarily focuses on TurboTax, which facilitates income tax preparation for individuals, along with personal finance solutions. The Strategic Partner segment provides professional tax software products and electronic tax filing services. Intuit serves approximately 100 million customers globally, aiming to enhance financial confidence and drive economic opportunity, particularly for underserved communities. The company sells its products through various channels, including online platforms, retail outlets, and mobile applications.

Prophecy.io

Series B in 2025
Prophecy.io offers a data transformation copilot that assists users in developing, deploying, and monitoring data pipelines across cloud platforms. The platform integrates AI and a visual interface to enhance productivity for various data users, enabling them to manage complex data workflows with ease.

Tishman Speyer

Debt Financing in 2025
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.

Cohesity

Debt Financing in 2024
Cohesity, Inc. is a data management technology company that specializes in hyper-converged secondary storage solutions for large organizations. Founded in 2013 and based in Santa Clara, California, with an additional office in Raleigh, North Carolina, Cohesity aims to simplify the protection, management, and extraction of value from data. Its flagship product, the Cohesity DataPlatform, consolidates secondary data and workflows, eliminating storage silos and streamlining data management. The company also offers DataProtect, which integrates various data protection functions, including backup and disaster recovery, as well as the Cohesity Orion platform for comprehensive data protection and big data storage. Additionally, Cohesity provides tools for monitoring and managing data infrastructure through its SaaS-based solution, Cohesity Helios, and its mobile application. The company serves clients across the Americas, EMEA, and APAC, and maintains a strategic partnership with Pure Storage to enhance its offerings.

Fontainebleau Development

Debt Financing in 2024
Fontainebleau Development focuses on the development of real estate properties, specifically in the hospitality and residential sectors. The company specializes in large-scale lifestyle projects that encompass various segments, including hospitality, retail, and commercial real estate. Fontainebleau Development is involved in the entire lifecycle of its projects, from design and construction to ownership, marketing, and operations. By combining expertise across these stages, the company aims to deliver advanced entertainment and hospitality experiences to its clients and guests.

Cresta

Series D in 2024
Cresta is a company that specializes in enhancing customer service through artificial intelligence. It provides a customer experience platform that assists sales and service agents by managing inquiries and facilitating effective communication with customers. The platform is designed to surface relevant information at critical moments, thereby improving the quality of customer interactions. By augmenting the capabilities of sales teams, Cresta enables businesses to significantly increase productivity and conversion rates, effectively doubling the efficiency of their customer service operations.

Boeing

Post in 2024
Boeing is an American multinational corporation headquartered in Chicago, Illinois, and is recognized as the world's largest aerospace company. Established in 1916, Boeing designs, manufactures, and sells fixed-wing aircraft, rotorcraft, rockets, satellites, and defense systems, serving both commercial and government customers in more than 150 countries. The company operates primarily through two main divisions: Boeing Commercial Airplanes, which produces commercial jetliners, and Boeing Defense, Space & Security, which focuses on military aircraft, satellites, and advanced weaponry. Additionally, Boeing provides a range of services, including product support and leasing. With a workforce of over 170,000 employees, many of whom hold advanced degrees, Boeing is committed to innovation and expanding its capabilities to meet emerging customer needs, solidifying its position as a leading exporter in the United States and a key player in the global aerospace and defense industry.

Black Chamber of Arizona

Grant in 2024
Black Chamber of Arizona is to improve the economic development of their business entrepreneurs and the communities they serve.

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.

Banco do Brasil

Post in 2024
Banco do Brasil S.A., established in 1808 and headquartered in Brasília, is the largest bank in Latin America by assets and operates under federal control. The bank offers a comprehensive range of financial products and services tailored for individuals, small and medium enterprises, large corporations, and the public sector. Its offerings encompass traditional banking services such as deposit accounts, personal and commercial loans, credit cards, and online banking, as well as agribusiness financing. In addition to banking, Banco do Brasil provides insurance products, including life and property coverage, and engages in asset management and financial advisory services. The bank also facilitates foreign exchange transactions and electronic payment processing, enhancing its service portfolio to meet diverse customer needs.

Amey

Debt Financing in 2024
Amey is a prominent UK-based company specializing in the design, management, and maintenance of critical infrastructure. The firm offers comprehensive support services across various sectors, including transportation, utilities, waste management, rail, and social housing. Its expertise encompasses full life-cycle engineering, operations, and decarbonization solutions, allowing it to effectively address the needs of complex facilities and infrastructure projects. Additionally, Amey is involved in maintaining defense infrastructure and housing services, positioning itself as a key player in the infrastructure support services sector.

MercadoLibre

Post in 2024
MercadoLibre operates the largest e-commerce platform in Latin America, facilitating online commerce and payments across 18 countries. Its primary service, the MercadoLibre Marketplace, allows businesses and individuals to list and sell products through a fixed-price or auction format. The platform also includes online classifieds for motor vehicles, real estate, and services. Complementing its marketplace, MercadoPago serves as a comprehensive financial technology solution that enables users to send and receive payments online, both within and outside the marketplace. Additional services include MercadoEnvios for logistics and shipping, MercadoCredito for financing options, and MercadoShops, a software solution for creating and managing online stores. The company also offers advertising solutions to promote various brands. With over 218 million active users and 1 million sellers, MercadoLibre generates revenue through transaction fees, advertising, and subscription services, reinforcing its position as a leading player in the Latin American e-commerce and fintech landscape. Founded in 1999, the company is headquartered in Buenos Aires, Argentina.

Versana

Venture Round in 2024
Versana provides unprecedented transparency and real-time insight into loan-level details. They also provide loan syndication, corporate credit, debt, capital markets, leveraged finance, investment grade loans, high-yield loans, bank loans, financial technology, and data management.

Chuck E. Cheese

Debt Financing in 2024
Chuck E. Cheese organizes events for children with games, rides, prizes, food, and entertainment activities. The company handles birthday parties; group events of sports teams, daycare centers, youth groups, and scouts; school fundraising events; and non-profit fundraising events. It offers free invitations for the events it organizes. Chuck E. Cheese’s menu includes pizzas, sandwiches, wraps, desserts, beverages, and other complements. Chuck E. Cheese was founded on April 30, 1977, and is based in Texas, United States.

Portman Ridge

Post in 2024
Portman Ridge Finance is an investment company. They invest in senior secured term loans and mezzanine debt primarily in privately held middle market companies, asset management companies, and debt and subordinated securities.

Molten Ventures

Post in 2024
Molten Ventures is a venture capital firm established in 2006 and located in London, United Kingdom. The company focuses on investing in European businesses across various sectors, including software, telecommunications, electronics, digital health, and cleantech services. Molten Ventures aims to support innovative entrepreneurs who are poised to shape the future, particularly in areas such as commercial services, deep technology, artificial intelligence, and software as a service (SaaS). By concentrating on these dynamic sectors, the firm seeks to foster the growth of transformative companies that are at the forefront of technological advancement.

ModivCare

Post in 2024
ModivCare is a technology-enabled healthcare services company that offers integrated supportive care solutions aimed at improving health outcomes for vulnerable patient populations. The company provides non-emergency medical transportation (NEMT), personal and home care services, and nutritional meal delivery, addressing the social determinants of health to enhance access to care while reducing costs. ModivCare's services are designed for both public and private payors, with a focus on delivering value-based solutions that support members' needs. Established in 1996, ModivCare has positioned itself as a key player in the healthcare sector by focusing on comprehensive care solutions that cater to diverse patient requirements.

Bright Machines

Debt Financing in 2024
Bright Machines, Inc. is a manufacturing company founded in 2018 and based in San Francisco, California, with additional offices in Tel Aviv, China, and Mexico. The company specializes in creating robotic arms and cells for micro factories, focusing on the assembly and inspection of electronic products. It aims to reduce manual labor in manufacturing by integrating advanced robotics with a software-defined manufacturing platform. This platform leverages artificial intelligence, machine learning, and production data to enhance automation processes, resulting in robots that are adaptable and equipped with sensor technology and computer vision. Bright Machines enables its clients to innovate rapidly and achieve better production yields at lower costs, meeting the evolving demands of the manufacturing sector.

Estée Lauder

Post in 2024
Estée Lauder is a prominent manufacturer and marketer of high-quality skincare products, cosmetics, fragrances, and hair care items. The company is recognized for its commitment to innovation and excellence in the beauty industry, offering a diverse range of products that cater to various customer needs and preferences. With a strong portfolio of well-known brands, Estée Lauder has established itself as a leader in the global market, focusing on delivering effective and luxurious beauty solutions. The company emphasizes quality and customer satisfaction, ensuring that its products meet the highest standards in the industry.

Ørsted

Post in 2024
Ørsted is a Danish company specializing in the development and maintenance of offshore and onshore renewable energy farms, energy storage facilities, and bioenergy plants. Formerly known as DONG Energy, Ørsted has undergone a significant transformation over the past decade, committing to a vision of a world powered entirely by green energy. The company has dramatically reduced its coal consumption by 73% and aims to completely phase out coal by 2023. As a global leader in offshore wind, Ørsted holds a 25% market share, providing energy to approximately 9.5 million people. By the end of 2023, Ørsted operated 8.9 gigawatts of offshore wind capacity, with the United Kingdom being its largest market, followed by Germany and Denmark. The company is also expanding its presence outside Europe with projects in Taiwan and the United States, where it operates 4.8 gigawatts of onshore wind and solar assets. In addition to its renewable initiatives, Ørsted still engages in traditional utilities, including conventional power plants.

Tillman Infrastructure

Debt Financing in 2024
Tillman Infrastructure LLC, founded in 2016 and based in New York, develops, owns, and operates telecommunication tower infrastructure across the United States. The company specializes in providing connectivity solutions through a diverse range of services, including built-to-suit projects, colocation, ground lease buyouts, real estate management, and tower acquisitions. By leveraging its financial and operational expertise, Tillman Infrastructure supports telecommunications companies in rapidly building and managing sites, while also offering landlords enhanced financial flexibility. As a subsidiary of Tillman Global Holdings, LLC, the company plays a crucial role in enhancing connectivity in communities nationwide.

Homewise

Grant in 2024
Homewise, a private non-profit organization, was founded in 1986 as Neighborhood Housing Services of Santa Fe. NHSSF was engaged in home improvement and rehabilitation services. In 1992, Mike Loftin became Executive Director. As he canvassed the organization's existing clients, he discovered homeowners were complaining that their grown children could not afford to buy homes in Santa Fe.

Arcadia

Debt Financing in 2024
Arcadia, Inc. is a technology company focused on providing access to clean energy through its online platform. Founded in 2014 and based in Washington, D.C., the company connects users—ranging from residential homes to businesses—with renewable energy sources, such as wind farms and community solar projects. Its application enables users to manage their accounts, track energy usage, and participate in clean energy initiatives in their area. By democratizing access to energy data from over 125 utilities across the United States, Arcadia empowers consumers to transition away from fossil fuels and supports efforts to address energy inequality. The company also operates a leading community solar program, which contributes significantly to renewable energy generation while promoting economic growth.

Quinn Residences

Debt Financing in 2024
Quinn Residences is a real estate company specializing in the development of single-family homes designed for rental purposes. The company focuses on creating communities that offer spacious, move-in-ready residences equipped with modern upgrades. By prioritizing prime locations and personalized services, Quinn Residences aims to meet the needs of customers seeking high-quality living spaces.

Mesa Laboratories

Post in 2024
Mesa Laboratories acquires, develops, manufactures and markets high-quality measurement instruments and accessories relied upon by businesses worldwide, from Fortune 500 companies to high tech start-ups. Mesa's products are used to assure product quality, control manufacturing processes, and to solve problems in niche markets in industrial, pharmaceutical and medical applications, and are characterized by technical excellence and superior industry reputations.

Chart Industries

Post in 2024
Chart Industries, Inc. is a global manufacturer of engineered equipment tailored for the energy and industrial gas sectors. The company operates through four key segments: Distribution & Storage in both the Eastern and Western Hemispheres, Energy & Chemicals Cryogenics, and E&C FinFans. Its product offerings include a range of heat exchangers, cryogenic solutions, and bulk gas installations, catering to the storage, distribution, and vaporization of industrial gases. Additionally, Chart Industries produces equipment for liquefied natural gas delivery and storage, as well as specialized containment vessels for biological materials in medical and research applications. The company also focuses on service and support, providing plant start-up, maintenance, and process optimization services. Founded in 1992 and headquartered in Ball Ground, Georgia, Chart Industries has expanded its capabilities with significant acquisitions, enhancing its product portfolio and market presence in cryogenic and gas processing applications.

Capital Connect

Grant in 2024
Capital Connect will provide training and technical assistance to businesses to prepare them for capital seeking and connect them to suitable funders through online and digital resources.

Ecopetrol

Post in 2024
Ecopetrol is Colombia's largest integrated oil & gas company.

OYO

Debt Financing in 2024
OYO Hotels and Homes Pvt Ltd. is a hospitality company based in Ahmedabad, India, that was founded in 2013. The company specializes in owning and operating a network of hotels, homes, and living spaces, which are available for booking through its mobile application. OYO aims to provide affordable and comfortable accommodation options, catering to both budget-conscious travelers and those seeking premium experiences. By offering technology-driven solutions, OYO empowers entrepreneurs and small business owners in the hospitality sector, enhancing their operational efficiency and revenue potential. The company is a subsidiary of Oravel Stays Private Limited and is recognized for its commitment to delivering quality services comparable to those of five-star hotels while remaining accessible to a broader audience.

Warby Parker

Post in 2024
Warby Parker is a lifestyle brand that designs and develops prescription glasses, contact lenses, and eyewear accessories, while also offering eye exams and vision tests. The company aims to provide high-quality designer eyewear at accessible prices, addressing the critical issue that approximately one billion people lack access to affordable glasses. By partnering with experienced non-profit organizations, Warby Parker ensures that each sale contributes to giving someone in need access to eyewear, which can significantly impact their quality of life and economic opportunities. The company's revenue primarily comes from the sale of eyewear products and optical services, which are available through its retail stores, website, and mobile applications. Warby Parker's commitment to social responsibility is integral to its business model, as it seeks to combine profitability with positive social impact.

Florida Memorial University

Grant in 2024
Florida Memorial University, located in Opa Locka, Florida, is a private historically Black university that has been educating students since 1879. The institution offers a range of undergraduate and graduate programs through its schools of Business, Education, and Arts and Sciences, emphasizing a liberal arts education that fosters leadership, character, and service. With small class sizes, students benefit from close interactions with faculty, over 75% of whom hold terminal degrees in their fields. The university encourages a vibrant campus life that promotes creativity and spirituality, featuring activities such as ministry groups, a literary magazine, a student newspaper, and a theatre company. Admission to Florida Memorial is selective, requiring applicants to have a minimum GPA of 3.0 and standardized test scores. The university also supports students financially through federal aid programs, including grants, loans, and scholarships, significantly contributing to the high earning potential of its graduates.

Pagaya

Post in 2024
Pagaya is a financial technology company that is transforming the asset management and lending marketplaces through the use of machine learning and big data analytics. It focuses on managing institutional money, particularly in fixed income and alternative credit, offering discretionary funds to institutions such as pension funds, insurance companies, and banks. Pagaya utilizes its proprietary technology platform, Pagaya Pulse, which employs advanced artificial intelligence algorithms to enhance performance and scalability. Additionally, Pagaya aims to improve the credit industry by providing a comprehensive solution that enhances customer experience and accessibility to credit, integrating seamlessly into its network of partners through a proprietary API. The company primarily generates its revenue from the United States.

WELL Health Technologies

Post in 2024
WELL Health Technologies Corp. is a Canadian healthcare technology company that operates a network of primary healthcare facilities and provides a range of digital health services. The company offers a Practitioner Enablement Platform that includes electronic medical records (EMR), telehealth services, revenue cycle management, and cybersecurity solutions to enhance patient engagement and streamline operations for healthcare providers. As of September 2020, WELL Health managed 20 medical clinics and served approximately 2,000 clinics across Canada with its EMR software. The company is focused on empowering healthcare professionals by reducing administrative burdens, allowing them to dedicate more time to patient care. In addition to its Canadian operations, WELL Health has expanded its portfolio internationally, recently acquiring the German EMR company Doctorly. Founded in 2010 and headquartered in Vancouver, WELL Health is committed to leveraging innovative technologies to improve healthcare delivery and outcomes.

10X Banking

Venture Round in 2024
10X Banking is a fintech company. They specialize in providing financial and banking services for customers, banks, and society.

Quantinuum

Corporate Round in 2024
Quantinuum is a leading quantum computing company focused on advancing quantum computers and developing software solutions for various applications, including materials discovery, cybersecurity, chemistry, finance, and optimization. With a team of nearly 500 professionals, including over 370 scientists and engineers, Quantinuum aims to drive the global quantum computing revolution. The company offers an open-access, architecture-independent quantum software stack and a development platform that allows researchers and developers to work seamlessly across different platforms. This approach enables the tackling of complex challenges and fosters innovation in next-generation quantum artificial intelligence.

Endeavor Miami

Grant in 2024
Endeavor Miami, established in 2013 as the first U.S. affiliate of the global organization Endeavor, is an accelerator firm located in Miami, Florida. Supported by the John S. and James L. Knight Foundation, the organization aims to foster entrepreneurship by identifying and supporting high-impact entrepreneurs. As of 2023, Endeavor Miami backs 35 companies led by 60 high-impact entrepreneurs, collectively generating over $900 million in revenues and employing more than 6,000 individuals. The firm focuses on early-stage companies with significant growth potential, providing them with the resources and network needed to scale their businesses effectively.

Harmonic

Post in 2023
Harmonic Inc. is a global provider of video delivery software, products, system solutions, and services. The company specializes in enabling broadcast, cable, satellite, and telecommunications service providers to create, prepare, and deliver video and broadband services across various consumer devices, including televisions, computers, and smartphones. Harmonic operates in two main segments: Video and Cable Access. The Video segment focuses on video processing, production, and playout solutions, catering to cable operators and media companies, including streaming services. This includes hardware products and software solutions for video management and delivery. The Cable Access segment offers software-based cable access solutions and related services, primarily targeting cable operators. Additionally, Harmonic provides technical support and professional services, encompassing maintenance, consulting, and system integration. Founded in 1988 and headquartered in San Jose, California, Harmonic has established a strong reputation for innovation and high-performance, IP-based solutions in the video delivery industry.

Pinellas Community Foundation

Grant in 2023
Pinellas Community Foundation is the charitable organization of its kind dedicated to perpetually enhancing the lives of every Pinellas County resident.

Indra company

Post in 2023
Indra is a Spain-based company that specializes in providing information technology solutions across various sectors, including finance, insurance, public administration, airports, defense, healthcare, media, telecom, security, energy, and infrastructure. The company offers a diverse range of products and services, including analytics, cloud computing, enterprise resource planning, networks and communications, and electoral processes. Additionally, Indra develops technology for public transportation systems, such as bus and subway technology, and focuses on sustainability solutions. Its operations extend globally, generating revenue in regions such as Europe, Africa, the Middle East, the Americas, and Asia-Pacific.

Transfr

Series C in 2023
Transfr is a developer of an innovative apprenticeship platform that leverages virtual reality to create immersive training simulations. The platform incorporates learning sciences and data from these simulations to provide a tailored coaching experience, allowing trainees to progress at their own pace. This model emphasizes specific feedback, enabling users to learn from their mistakes and develop essential job skills effectively. By focusing on in-demand industry competencies, Transfr aims to enhance trainees' confidence when interviewing and support their successful entry into the workforce for long-term career growth.

C6

Corporate Round in 2023
C6 Bank is a full-service digital bank that offers a comprehensive range of banking services tailored for individuals and small to midsize businesses. The bank aims to enhance the banking experience by fostering genuine relationships with its customers. Services include checking and savings accounts, debit and credit cards, free toll tags, multi-currency global accounts, investments, and various lending products. Notably, C6 Bank provides specialized payroll loans for federal employees, retirees, and INSS pensioners, featuring some of the lowest interest rates available in the market. As a digital-first institution, C6 Bank operates without physical branches, focusing on delivering innovative financial solutions online.

Aspen Power

Debt Financing in 2023
Aspen Power Partners is a distributed generation platform with the dual mission of accelerating and democratizing decarbonization.

MAXEX

Venture Round in 2023
MAXEX, LLC operates a digital mortgage exchange that facilitates the buying and selling of residential mortgage loans through a centralized clearinghouse. Based in Atlanta, Georgia, the company connects qualified mortgage lenders, including banks and non-bank institutions, with institutional investors such as Wall Street banks and real estate investment trusts. MAXEX provides a comprehensive platform that includes standardized rules, independent loan reviews, ongoing surveillance of loans and servicing, and a dispute resolution process, all aimed at ensuring efficient transactions. The platform allows participants to manage transactions at scale, enabling them to create bids and offers for individual loans and pools of loans, thereby enhancing liquidity in the mortgage market. Established in 2009, MAXEX is led by a team of mortgage experts and is supported by notable private equity and capital market investors.

Corcentric

Debt Financing in 2023
Corcentric is a global provider of business spend management and revenue management solutions tailored for mid-market and Fortune 1000 companies. The company specializes in cloud-based software, payments, and advisory services that transform how businesses purchase, pay, and receive payments. Corcentric's offerings include end-to-end technology solutions for payments, accounts payable, and accounts receivable, all delivered through a proprietary payments network. By focusing on reducing costs, optimizing working capital, and enhancing visibility, Corcentric empowers its customers to drive growth and minimize risk.

CAC Specialty

Debt Financing in 2023
CAC Specialty is an insurance brokerage and investment banking firm that specializes in delivering expertise across various areas of insurance and alternative capital markets. The company offers a wide range of services, including cyber liability, executive liability, environmental risk management, and transactional liability, as well as support for mergers and acquisitions and value creation. By providing tailored solutions, CAC Specialty helps businesses and clients effectively manage their risk challenges and navigate complex insurance needs.

Morehouse College Endowment

Grant in 2023
Morehouse College, located in Atlanta, Georgia, is a distinguished historically Black college and one of the few remaining all-male institutions of higher education in the United States. Renowned for its commitment to developing African-American leaders, the college has a rich legacy of educating influential figures in various fields, including business and the arts. Morehouse manages an endowment fund that is supported by contributions from donors, which generates income through investments. This funding is utilized to advance the college's strategic initiatives, with oversight provided by the executive team.

Vedanta

Post in 2023
Vedanta Resources is a prominent metals and mining company engaged in the extraction and processing of minerals, oil, and gas. With operations in India, South Africa, Liberia, and Namibia, it operates through various subsidiaries to tap into a diverse range of natural resources. The company is committed to core values such as entrepreneurship, growth, excellence, trust, and sustainability, which guide its business practices and initiatives. Vedanta focuses on leveraging its resources to contribute to economic development while adhering to responsible and sustainable practices in the natural resource sector.

Fresh Start Women's Foundation

Grant in 2023
Fresh Start provides access and resources that help women achieve self-sufficiency and use their strength to thrive.

Tipalti

Private Equity Round in 2023
Tipalti, Inc. is a company that specializes in accounts payable automation and global mass payments software. Founded in 2010 and headquartered in San Mateo, California, with an additional office in Kibbutz Glil-Yam, Israel, Tipalti's platform streamlines the payment process for businesses by automating various tasks such as invoice processing, supplier management, and payment reconciliation. The software supports features like tax compliance and global funds disbursement, allowing companies to efficiently manage payments to suppliers, partners, and affiliates. By implementing Tipalti's solution, organizations can reduce their supplier payment workload significantly, enabling them to focus on scaling their operations while maintaining compliance and improving financial controls. The company serves a diverse range of industries, including ad networks, ecommerce, online marketplaces, and video content providers.

Access Trax

Grant in 2023
Access Trax provides a portable, temporary access route solution for outdoor areas. They are UV stable, recyclable hard plastic that provides a smooth and long-lasting pathway. They are designed to increase wheelchair access over uneven terrain such as sand, gravel, dirt, or grass.

First Republic Bank

Acquisition in 2023
First Republic Bank is a financial institution that offers a range of banking and wealth management services tailored to individuals and businesses. Founded in San Francisco in 1985, the bank has grown to operate over 80 offices across the United States, providing services such as private banking, private business banking, real estate lending, and wealth management. First Republic Bank provides various deposit products, including checking and savings accounts, as well as a wide array of lending options, including residential mortgages, home equity lines of credit, and commercial real estate loans. In addition to its banking services, the bank offers wealth management solutions that encompass investment strategies, financial planning, trust services, and online investment management. With a commitment to personalized service and client satisfaction, First Republic Bank aims to deliver exceptional financial solutions while maintaining a strong online presence for convenient access to its services.

W. P. Carey

Post in 2023
W. P. Carey Inc. is a prominent real estate investment trust (REIT) specializing in the ownership of operationally-critical commercial properties. The company boasts a diverse portfolio of approximately 1,215 net lease properties, covering around 142 million square feet, primarily located in the United States, Northern Europe, and Western Europe. Established in 1973, W. P. Carey focuses on long-term net leases with creditworthy tenants across various sectors, including industrial, warehouse, office, retail, and self-storage properties. The company emphasizes stability by structuring leases with built-in rent escalators, which contribute to consistent cash flows. Its operations are divided into Real Estate and Investment Management segments, with the majority of revenue generated from the Real Estate division. W. P. Carey has a long-standing history of delivering reliable dividend income to investors, underscoring its commitment to sound financial practices and strategic growth within the net lease market.

Urban Growers Collective

Grant in 2023
Urban Growers Collective is a non-profit farm that is working to build a more just and equitable local food system. They aim to address the inequities and structural racism that exist in the food system and in communities of color. They provide hands-on job training and create economic opportunity for youth, farmers, and men.

Chifresh Kitchen

Grant in 2023
ChiFresh Kitchen is a food service contractor focused on providing fresh and healthy meals tailored to meet diverse nutritional needs. The company collaborates with urban farms, food operators, worker centers, policy activists, and various community organizations to create a comprehensive approach to food service. ChiFresh Kitchen's menu options consider factors such as age, cultural preferences, allergies, food sensitivities, and dietary restrictions, ensuring that meals are not only freshly cooked but also reflective of the cultural traditions of the communities it serves. Through this initiative, ChiFresh Kitchen aims to promote health and well-being while supporting local food systems.

Upside Down Consulting

Grant in 2023
Upside Down Consulting provides consulting services to help unlock the power of worker ownership, such as assisting businesses in transitioning to employee ownership, assisting community groups in developing worker cooperatives that provide dignified jobs for their members and constituents and developing and advancing legislative and field building initiatives that promote economic democracy.

Women’s Justice Institute

Grant in 2023
Women’s Justice Institute's work is anchored by the voices of impacted women and girls and advanced through broad and deep partnerships with diverse justice system stakeholders.

Grow Greater Englewood

Grant in 2023
Grow Greater Englewood is a social enterprise that collaborates with residents and developers to establish sustainable local food economies, green businesses, and land sovereignty in order to empower residents to create wellness and wealth.

Quinn Residences

Debt Financing in 2023
Quinn Residences is a real estate company specializing in the development of single-family homes designed for rental purposes. The company focuses on creating communities that offer spacious, move-in-ready residences equipped with modern upgrades. By prioritizing prime locations and personalized services, Quinn Residences aims to meet the needs of customers seeking high-quality living spaces.

Versana

Venture Round in 2023
Versana provides unprecedented transparency and real-time insight into loan-level details. They also provide loan syndication, corporate credit, debt, capital markets, leveraged finance, investment grade loans, high-yield loans, bank loans, financial technology, and data management.

Ribbon Communications

Post in 2023
Ribbon Communications is a market-leading company that provides intelligent, secure, embedded real-time communications to many of the world’s largest service providers and enterprises. The company’s Kandy Communications Platform-as-a-Service (CPaaS) delivers a comprehensive set of advanced embedded communications capabilities, enabling rapid service creation. Ribbon supports enterprises across various verticals including Finance, Government, Education and Healthcare, providing them with secure embedded and contextual communications capabilities designed to significantly enhance the user experience and improve productivity.

Aumni

Acquisition in 2023
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.

Metro Detroit Black Business Alliance

Grant in 2023
The Metro Detroit Black Business Alliance develops programes and advocates for policies that result in profitable and sustainable black-owned businesses that are connected to public and private economic opportunities while building trust.

Entrepreneur Ready

Grant in 2023
Entrepreneur Ready is an online community based accelerator designed to compress time and de-risk ideas before going to market.

Chicago Commons

Grant in 2023
Chicago Commons provides elder care services. They offer services that include wheelchair-accessible transportation, nutritious meals, physical exercise, range of motion activities, recreational, social activities, health monitoring, and personal care.

Tilia

Venture Round in 2023
Tilia is an all-in-one payment platform used by games, virtual world publishers, mobile applications, and NFT providers. With Tilia, users can accept payments, issue virtual tokens, manage in-game purchases, and enable users and creators to earn and extract real money.

First Republic Bank

Post in 2023
First Republic Bank is a financial institution that offers a range of banking and wealth management services tailored to individuals and businesses. Founded in San Francisco in 1985, the bank has grown to operate over 80 offices across the United States, providing services such as private banking, private business banking, real estate lending, and wealth management. First Republic Bank provides various deposit products, including checking and savings accounts, as well as a wide array of lending options, including residential mortgages, home equity lines of credit, and commercial real estate loans. In addition to its banking services, the bank offers wealth management solutions that encompass investment strategies, financial planning, trust services, and online investment management. With a commitment to personalized service and client satisfaction, First Republic Bank aims to deliver exceptional financial solutions while maintaining a strong online presence for convenient access to its services.

The Dinerstein Companies

Debt Financing in 2023
The Dinerstein Companies has built and managed the Nation’s finest communities for over years with a focus on quality, integrity, and sustainability. As one of the large multifamily developers, reputation for developing the best properties. Our fully integrated real estate company is structured into three divisions including Executive, Construction, and Management.

YMCA of South Florida

Grant in 2023
YMCA of South Florida is a nonprofit committed to strengthening communities through youth development.

KLYM

Series A in 2023
KLYM is a financial services platform operating in Latin America, specializing in digital financial solutions for businesses. The platform provides various financing options, including working capital financing, purchase order financing, and vendor financing. By streamlining the financing process, KLYM enables companies to access the capital they need quickly and efficiently, with approvals typically granted in less than an hour. This innovative approach allows businesses to secure funding without the complexities associated with traditional banking institutions, thereby facilitating their growth and operational efficiency.

Leeward Renewable Energy

Debt Financing in 2023
Leeward Renewable Energy, LLC is a Dallas-based company that specializes in the ownership and operation of renewable energy facilities, primarily wind farms, across North America. Since its incorporation in 2015, Leeward has developed a portfolio of 24 facilities in nine states, boasting more than 2,500 megawatts of installed capacity. The company is actively engaged in expanding its operations by developing new wind, solar, and energy storage projects, with approximately 20 gigawatts of projects in the pipeline. Leeward Renewable Energy emphasizes responsible development and the safe operation of its projects, aiming to provide sustainable energy solutions that promote energy independence and create job opportunities within the communities it serves.

Realty Income

Post in 2023
Realty Income is a 45-year old, publicly traded real estate company dedicated to paying monthly dividends to its shareholders. The revenue to pay these dividends is generated from over 4,200 commercial properties in 49 states and Puerto Rico that we own under long-term leases, primarily with large commercial enterprises that operate multiple locations. Our shares are listed under the ticker symbol "O" on the New York Stock Exchange - See more at: http://www.realtyincome.com/learn/about-us/index.shtml#sthash.O5EuQsAh.dpuf

UBIZ Venture Capital

Debt Financing in 2022
UBIZ Venture Capital (UVC) is a specially designed platform aimed at providing equal opportunities to small businesses that have been historically underserved or disadvantaged. UVC achieves this by offering comprehensive pre-loan counseling and technical training, which are integral components of its service delivery model. The primary objective of UVC is to empower small businesses with the necessary knowledge and resources to compete and grow in their respective industries while also granting access to capital.

Tilia

Venture Round in 2022
Tilia is an all-in-one payment platform used by games, virtual world publishers, mobile applications, and NFT providers. With Tilia, users can accept payments, issue virtual tokens, manage in-game purchases, and enable users and creators to earn and extract real money.

Polsky Center at the University of Chicago

Grant in 2022
The Polsky Center for Entrepreneurship and Innovation at the University of Chicago is dedicated to fostering innovation and entrepreneurship among the university's community. It operates several initiatives aimed at supporting early-stage ventures, including the New Venture Challenge (NVC) program and the Polsky Center Accelerator Program. These programs are designed to assist UChicago-affiliated teams in developing their business ideas and bringing them to market. In addition, the Polsky Center launched the Innovation Fund in 2010 to expedite the commercialization of promising research discoveries originating from the university. Through these efforts, the Polsky Center plays a significant role in nurturing entrepreneurial talent and facilitating the transition of academic research into viable business solutions.

BloomReach

Debt Financing in 2022
Bloomreach is a cloud-based software developer focused on enhancing e-commerce experiences for brands. Its Commerce Experience Cloud encompasses a suite of products, including AI-driven search and merchandising, a headless content management system, and a customer data platform with marketing automation solutions. By connecting customer and product data, Bloomreach enables brands to create personalized customer journeys and impactful commerce experiences across multiple digital channels. The company serves over 850 global brands, including notable names such as Albertsons, Staples, and Bosch. Additionally, Bloomreach collaborates with a global network of certified partners and leading commerce platforms, ensuring that its clients can leverage the power of unified data and AI optimization to drive revenue through effective digital commerce strategies.

HLS Therapeutics

Post in 2022
HLS Therapeutics Inc is a specialty pharmaceutical company focused on the acquisition and commercialization of branded pharmaceutical products in North America. The company is dedicated to managing the life cycles of these products after exclusivity, ensuring the availability of essential treatments for patients and caregivers. HLS's portfolio includes notable products such as Clozaril, Vascepa, and CSAN Pronto. The majority of the company's revenue is generated through product sales, supplemented by royalties. HLS operates primarily in Canada and the United States, as well as in other international markets.

LyRise

Seed Round in 2022
LyRise is a developer of a data talent network that aims to simplify the acquisition and development of remote AI engineering teams. The platform addresses the challenges businesses face in sourcing qualified AI talent by providing a streamlined approach to assessing, training, and facilitating these teams. By leveraging its network, LyRise enables companies to access a global workforce skilled in artificial intelligence and data, ensuring that they can efficiently build and expand their engineering capabilities without wasting time or resources. The company's focus on ethical skill development further enhances its value proposition in the competitive AI landscape.

Aircastle

Debt Financing in 2022
Aircastle Limited, founded in 2004 and based in Stamford, Connecticut, specializes in the acquisition, leasing, financing, and management of commercial flight equipment for airlines globally. The company operates a portfolio that includes modern, operationally efficient jets, which it leases to a diverse customer base. As of 2019, Aircastle's fleet comprised 287 aircraft leased to 85 lessees across 49 countries. The company's focus on high-utility commercial jets enables it to serve a wide range of airline customers, enhancing its presence in the aviation sector. In March 2020, Aircastle became a subsidiary of Marubeni Corporation, further integrating its operations within a larger corporate structure.

First Industrial Realty Trust

Post in 2022
First Industrial Realty Trust is a leading owner and operator of industrial real estate and provider of supply chain solutions to multinational corporations and regional customers. Across major markets in North America, our local experts manage, lease, buy, develop, and sell bulk and regional distribution centers, light industrial, and other industrial facility types. But, it's not just about the buildings - it's about the trust.

Ribbon Communications

Post in 2022
Ribbon Communications is a market-leading company that provides intelligent, secure, embedded real-time communications to many of the world’s largest service providers and enterprises. The company’s Kandy Communications Platform-as-a-Service (CPaaS) delivers a comprehensive set of advanced embedded communications capabilities, enabling rapid service creation. Ribbon supports enterprises across various verticals including Finance, Government, Education and Healthcare, providing them with secure embedded and contextual communications capabilities designed to significantly enhance the user experience and improve productivity.

MISTRAS Group

Post in 2022
Mistras Group provides asset protection solutions used to evaluate the structural integrity of critical energy, industrial, and public infrastructure. The company combines its products and technologies 24/7 online monitoring of critical assets; mechanical integrity (MI) and non-destructive testing (NDT) services; destructive testing (DT) services; process and fixed asset engineering and consulting services; and its enterprise inspection data management and analysis software (PCMS) to provide comprehensive and competitive products, systems, and services solutions from a single source provider. Mistras Group was established in 1978 and is headquartered in Princeton Junction, New Jersey.
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