Rebalance Capital

Rebalance Capital is a venture capital firm established in 2020 and located in New York City. The firm focuses on investing in Series A and B companies within the FinTech and WorkforceTech sectors, with the goal of enhancing economic mobility for everyday Americans. Rebalance Capital targets households earning up to $90,000, representing a significant demographic with substantial purchasing power. By leveraging the expertise of leaders in Human Resources and Financial Services, the firm aims to redesign financial security and promote career success for millions of individuals. Through its investments, Rebalance Capital seeks to be a catalyst for upward mobility, fostering innovative solutions that address the challenges faced by these households.

Barr Evan

Managing Partner and Co-Founder

Joshua-Marc Tanenbaum

Founder and Managing Partner

13 past transactions

Summer​

Venture Round in 2024
Summer combines innovative technology and policy expertise to serve student loan borrowers. The company's platform provides resources including a personalized loan payment dashboard, payment notifications, student loan policy updates, and customized repayment plans, enabling student borrowers to take control of their loans and save money while repaying. Summer was established in 2017 in New York by Will Sealy.

YellowBird

Seed Round in 2023
YellowBird is an online marketplace connecting businesses to the right environmental, health, and safety professionals simply and easily.

Vexi

Venture Round in 2023
Vexi is a financial technology company based in Mexico City, founded in 2016, that provides credit card services tailored for the young, underbanked population in Latin America. The company offers a mobile application that enables users to develop personalized payment plans, manage expenses, and build credit history with minimal documentation. Vexi's credit card services include both online and physical cards, allowing for flexible use in digital transactions and physical establishments. By leveraging proprietary technology, Vexi aims to enhance accessibility to formal credit while ensuring a secure and user-friendly experience without annuity charges.

CNote

Series A in 2022
CNote is an investment platform that focuses on fostering economic and racial justice through financial innovation. Founded in 2016 by two women with extensive backgrounds in finance and venture capital, CNote operates as a certified B-Corporation based in Oakland, California. The platform offers alternative financial vehicles, such as CNote Savings, which provides savers with competitive returns—up to 2.5% annually—significantly higher than traditional savings accounts. CNote directs investments toward funding women and minority-led small businesses, affordable housing, and economic development in underserved communities across the United States. By aligning financial returns with social impact, CNote enables users to invest in the causes and communities that matter to them.

Circle

Convertible Note in 2022
Circle is an AI data management and customer relationship SaaS platform that makes it easier for our customers, health plans, value-based care providers, and brokers to get rewarded for better serving their members.

HoneyBee

Series A in 2021
HoneyBee is a Certified Benefit Corporation dedicated to alleviating financial insecurity in the workplace. The company offers a financial wellness platform that provides Rainy Day Coverage, which includes no-cost emergency funds and bilingual on-demand financial counseling. This platform is designed to assist employees in managing their finances by addressing key areas such as student loans, savings, budgeting, debt management, and credit building. By implementing a supplemental financial wellness program, HoneyBee aims to attract new talent and improve employee retention, ultimately fostering a financially healthy workforce.

Circle

Seed Round in 2021
Circle is an AI data management and customer relationship SaaS platform that makes it easier for our customers, health plans, value-based care providers, and brokers to get rewarded for better serving their members.

Circle

Convertible Note in 2020
Circle is an AI data management and customer relationship SaaS platform that makes it easier for our customers, health plans, value-based care providers, and brokers to get rewarded for better serving their members.

CNote

Seed Round in 2020
CNote is an investment platform that focuses on fostering economic and racial justice through financial innovation. Founded in 2016 by two women with extensive backgrounds in finance and venture capital, CNote operates as a certified B-Corporation based in Oakland, California. The platform offers alternative financial vehicles, such as CNote Savings, which provides savers with competitive returns—up to 2.5% annually—significantly higher than traditional savings accounts. CNote directs investments toward funding women and minority-led small businesses, affordable housing, and economic development in underserved communities across the United States. By aligning financial returns with social impact, CNote enables users to invest in the causes and communities that matter to them.

Scorely

Convertible Note in 2018
Scorely is an analytics platform that leverages artificial intelligence to provide accessible information on businesses, enhancing transparency in evaluating their trustworthiness. By utilizing natural language processing and machine learning, Scorely assigns grades to businesses based on comprehensive assessments of financial, legal, and customer satisfaction data. This grading system simplifies the research process for users, enabling lenders to better predict default risk, facilitate loan origination, and forecast market trends using alternative data sources. Through its innovative approach, Scorely aims to empower individuals and organizations with reliable insights into the reliability and credibility of various businesses.

Pathao

Secondary Market in 2018
Pathao Ltd. is a prominent digital platform in Bangladesh, established in 2015 and headquartered in Dhaka. The company specializes in ride-hailing, courier delivery, and food delivery services. It operates an application that facilitates ride-sharing through cars and bikes, as well as logistics solutions that connect online stores with customers for parcel delivery, including documents and gifts. Pathao has expanded its services to Nepal and currently operates in 64 districts across Bangladesh and 22 cities in Nepal. Known as the leading courier delivery company in Bangladesh, Pathao also offers fintech solutions and digital credit services, making it a significant player in the mobility, logistics, and financial services sectors in South Asia.

Social Capital Markets

Convertible Note in 2017
Social Capital Markets is a prominent organization focused on promoting the flow of capital towards initiatives that generate social good. Through its acclaimed conference series, SOCAP, it connects leaders and stakeholders passionate about creating investment-ready opportunities that address critical social and environmental issues. The conferences, held in San Francisco and Europe, attract thousands of participants from around the globe, engaging them in discussions on topics such as social enterprise, impact investing, strategic philanthropy, and technology for social innovation. SOCAP aims to raise awareness and understanding of social enterprise and impact investing, reaching a wide audience through media outreach, live-streaming of sessions, and partnerships. The organization provides a significant platform for sponsors and partners to align their missions with the evolving social enterprise movement, offering various sponsorship opportunities to enhance visibility and engagement within this growing sector.

TAU Investment Management

Seed Round in 2015
Tau Investment Management is an investment firm with deep sector expertise in global apparel and textile value chains. Its main investment program focuses on growth equity supply chain investments, particularly in the high-growth, high technology apparel manufacturing segments in Southeast Asia. TAU leverages its expertise to identify apparel and textile manufacturers with strong management and a demonstrated track record of robust growth and connect high potential manufacturers with global brands and retailers in its vast networks. Tau Investment Management was established in 2012 and is headquartered in New York.
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