Right Side Capital Management

Right Side Capital Management is a San Francisco-based venture capital firm that focuses on early-stage, pre-seed technology startups in underserved segments of the ecosystem. It invests in a high-volume, capital-efficient portfolio, typically funding rounds of 50,000 to 500,000 and making roughly 75 to 100 investments per year. The firm targets opportunities across the United States and internationally, including Canada, Israel, Australia, New Zealand, and Western Europe, prioritizing companies with scalable products and prudent capital use outside major metro hubs. Since its inception, it has built a broad portfolio across many states. It commits to a fast decision process, often delivering a yes or no within two weeks to help founders establish momentum.

Kevin Dick

Managing Partner

John Eng

Principal

Dave Lambert

Founder and Managing Director

David Lambert

Founder and Managing Director

Jeff Pomeranz

Managing Director

Paul Swiencicki

Partner

Past deals in FinTech

AllMind AI

Pre Seed Round in 2024
At AllMind AI, we're making financial analysis and research more efficient. Our goal is simple: Save time and increase profits for investors.

Betalife Health Service

Non Equity Assistance in 2024
Betalife Health Service is a health-tech company developing a platform that links blood donation, transfusion management, health financing, and mobile payments for medical services, along with ambulance services and real-time communications, to improve healthcare access and outcomes. The platform uses blockchain technology and artificial intelligence to enhance record visibility, security, and reliability across the care continuum, supports transfusion medicine research and education, and aims to strengthen emergency response and patient safety, with a focus on Africa.

Hutsy

Pre Seed Round in 2022
Hutsy is a Toronto-based fintech company founded in 2019 that operates a real estate investment crowdfunding platform enabling online property investments. In addition, Hutsy offers a personal finance platform with AI-driven bill monitoring and automated payments to help users avoid overdraft fees and late charges. The platform includes prepaid, reloadable cards and an integrated app that provides real-time spending insights and tools such as a free credit score, with the aim of helping users save money, build credit, and manage finances.

Retrievables

Pre Seed Round in 2022
Retrievables is a B2B marketplace that facilitates connections between businesses with delinquent accounts and collections law firms. By allowing companies to post their outstanding invoices, Retrievables enables law firms to offer their services for debt recovery. This platform not only aids businesses in recovering owed funds but also provides law firms with opportunities to secure new clients. By streamlining the collections process, Retrievables enhances operational efficiency and profitability for its business clients while contributing to the growth of the legal collections industry.

Vector ML Analytics

Pre Seed Round in 2022
Vector ML Analytics is a developer of an artificial intelligence-powered financial planning and forecasting platform tailored for banks and lending institutions. The platform specializes in estimating future income, revenue, and expenses, providing comprehensive insights through the integration of financial planning and analysis with advanced modeling techniques. It allows users to analyze balance sheets and income statements at a granular level, including individual loan and deposit instruments, while considering the entire trial balance. By enabling the rapid generation of five-year projected balance sheets and income statements, Vector ML Analytics equips financial institutions with the tools necessary for informed decision-making related to profitability analysis, capital planning, risk management, and regulatory compliance.

Vistraq

Pre Seed Round in 2022
Vistraq is an AI platform based in San Francisco, California, focused on providing autonomous AI solutions for the banking and financial services sectors. Founded in 2022, it aims to simplify AI adoption through tools that enhance decision-making, automate processes, and ensure compliance in complex environments.

AQUAOSO

Venture Round in 2022
AQUAOSO is a climate fintech SaaS company focused on providing climate risk analytics and tools for financial institutions. The company has developed a water risk research platform that measures water scarcity through advanced analytics, utilizing innovative technology and machine learning. This platform generates an accessible water score aimed at the agriculture industry, allowing farmers and water managers to effectively identify, understand, monitor, and mitigate water-related risks. AQUAOSO's offerings include stress testing tools, portfolio reporting, and advanced loan decisioning tools, all designed to enhance decision-making processes in the face of climate-related challenges.

Vector ML Analytics

Pre Seed Round in 2022
Vector ML Analytics is a developer of an artificial intelligence-powered financial planning and forecasting platform tailored for banks and lending institutions. The platform specializes in estimating future income, revenue, and expenses, providing comprehensive insights through the integration of financial planning and analysis with advanced modeling techniques. It allows users to analyze balance sheets and income statements at a granular level, including individual loan and deposit instruments, while considering the entire trial balance. By enabling the rapid generation of five-year projected balance sheets and income statements, Vector ML Analytics equips financial institutions with the tools necessary for informed decision-making related to profitability analysis, capital planning, risk management, and regulatory compliance.

Mindaro

Pre Seed Round in 2022
Mindaro is an end-to-end digital cyber insurance provider focused on enhancing accessibility for small businesses seeking to safeguard against the financial impacts of cyber attacks. By offering a fully digital service, Mindaro enables companies across various sectors to integrate cyber insurance products into their offerings through an API. The company's insurance solutions cover financial losses and expenses resulting from cyber incidents, including legal fees and client notification services. In addition to insurance coverage, Mindaro supports organizations in reducing their cyber exposure through integrated cybersecurity prevention tools, thereby empowering them to better protect themselves and their clients.

Hands In

Pre Seed Round in 2022
Hands In is a payment platform that facilitates split payments. It enables businesses to accept transactions across multiple cards, accommodate group payments, and offer installment plans. This enhances checkout flexibility, reduces payment declines due to insufficient funds, and improves customer experience.

Ned

Pre Seed Round in 2022
Ned is a New York-based company that specializes in revenue-based financing solutions. Its platform is designed to assist small businesses and commercial lenders in managing cash flow qualification and accessing flexible financial options. By providing a comprehensive underwriting engine, Ned enables lenders to streamline the application process through a white label platform, which enhances qualification and disbursement efficiency. Additionally, the automated revenue-based repayment system facilitates the completion of financing agreements, allowing business owners to establish revenue-sharing partnerships and raise funds from personal networks. Through these services, Ned aims to support the financial needs of small businesses while fostering collaboration with lenders.

Lotly

Pre Seed Round in 2022
Lotly is a Toronto-based company that facilitates housing financial support by connecting homebuyers with real estate investors. Its platform helps individuals secure down payment loans and avoid rental payments.

CrossKudi

Pre Seed Round in 2021
CrossKudi is a fee-free, blockchain-enabled international money transfer company. It develops an online payment gateway to facilitate cross-border money transfers for immigrants. The platform leverages blockchain technology to make international transfers affordable, instant and secure, enabling users to accept, process, and disburse funds with its product suite.

Vector ML Analytics

Pre Seed Round in 2021
Vector ML Analytics is a developer of an artificial intelligence-powered financial planning and forecasting platform tailored for banks and lending institutions. The platform specializes in estimating future income, revenue, and expenses, providing comprehensive insights through the integration of financial planning and analysis with advanced modeling techniques. It allows users to analyze balance sheets and income statements at a granular level, including individual loan and deposit instruments, while considering the entire trial balance. By enabling the rapid generation of five-year projected balance sheets and income statements, Vector ML Analytics equips financial institutions with the tools necessary for informed decision-making related to profitability analysis, capital planning, risk management, and regulatory compliance.

Freeman Capital

Venture Round in 2021
Freeman Capital is an investment advisory firm that focuses on managing wealth and creating risk-free portfolios for its clients. The company has developed an artificial intelligence-based platform that identifies and capitalizes on opportunities in the foreign exchange market. This technology allows for the creation and automation of customized financial programs that include loss protection features. By leveraging this platform, Freeman Capital aims to help both seasoned investors and beginners learn about currency trading opportunities and invest in profitable portfolios while minimizing capital risks. The firm is dedicated to promoting diversified investments that cater to a diverse clientele.

RiftPay

Venture Round in 2021
RiftPay is a financial technology company that offers a social banking and mobile payment platform designed to prioritize group financial interactions. Unlike traditional banking services that focus on individual users, RiftPay facilitates the sharing of finances among groups, making it a distinctive player in the financial industry. Its application enables users to manage money collectively, providing features such as online payment splitting and secure digital transactions. This innovative approach allows users to instantly send and receive money, enhancing the way groups handle their finances.

Bumper

Pre Seed Round in 2021
Bumper is a financial technology company focused on making investing accessible and engaging for Gen Z teenagers. It offers a custodial investment account tailored for younger users, allowing them to explore companies and ETFs, learn about potential investments through curated news articles and analyses, and request trades. The platform empowers teenagers to develop healthy investing habits while providing their parents or guardians with safety controls and guidelines. By creating a secure environment for early investment, Bumper enables young individuals to start building wealth through long-term investments.

Debtle

Pre Seed Round in 2021
Debtle is a technology company based in Sheboygan, Wisconsin. Founded in 2019, it specializes in developing digital payment platforms designed to automate and improve the negotiation and settlement of consumer debts.

Credit Mountain

Pre Seed Round in 2021
Credit Mountain is a fintech company offering a SaaS solution that enables lenders to provide rejected borrowers with a pathway to approval.

Clowte

Convertible Note in 2021
Clowte, established in 2020 in Oakland, California, specializes in developing APIs that transform everyday transactions into credit-building events for consumers. Its core product is a credit API designed to integrate with businesses' existing systems, converting transactions into positive credit history entries when repayments are successfully made. This service enables users to improve their credit scores over time without incurring debt.

SoLo Funds

Series A in 2021
SoLo Funds is a financial technology company that operates a digital marketplace connecting lenders and borrowers to address emergency financial needs. Based in New York City, the platform uses technology to assess creditworthiness and facilitate small, self-selected microloans funded by individual lenders. Launched in 2018 to provide an equitable, community-driven lending alternative, SoLo aims to empower financial autonomy by expanding offerings beyond lending to include banking features, credit building, and premium member services. The marketplace has processed millions of transactions, reflecting its focus on community empowerment and accessible financing.

Gerald

Convertible Note in 2020
Gerald is a fintech company based in New York that simplifies bill payments for consumers. It offers an application that links and automatically pays users' household bills, providing overdraft and late fee protection. The platform also includes banking services such as direct deposits, credit building, cash advance, and rewards.

Lucendity

Pre Seed Round in 2020
Lucendity is a Milwaukee-based fintech startup founded by Tanya Ferrell in 2020. It operates an online loan comparison marketplace platform designed to simplify the loan selection process for consumers. Through its platform, Lucendity offers information on various financing products such as mortgages, auto loans, personal loans, and student loans, empowering users to compare options and align with their financial goals before applying directly with lending partners upon credit approval.

Vyflow

Seed Round in 2020
Vyflow is a San Francisco-based company founded in 2020 by Nikhil Trivedi, specializing in portfolio management software. The company's platform provides investors with a centralized portal to access essential information about their portfolio companies. This includes updates, data rooms, financial data, and confidential communications. Vyflow's software facilitates due diligence by offering view-only access to a startup's bank account, as well as background checks on founders and key employees. Through these features, Vyflow enables clients to gain valuable insights into their investments and streamline the management of their portfolios.

Menergi

Venture Round in 2020
Menergi is a blockchain ecosystem established in 2019 and headquartered in Atlanta, Georgia. The company focuses on providing institutional donors with access to a diverse range of nonprofits and communities. Its platform enhances the way nonprofits present their missions and impacts, facilitating the development of new relationships between donors and organizations. By leveraging technology, Menergi aims to assist foundations and NGOs globally in growing and retaining donations, thereby transforming the landscape of charitable giving.

FloatMe

Pre Seed Round in 2020
FloatMe Corp., established in 2017 and headquartered in San Antonio, Texas, specializes in a financial wellness platform. Its core offering is a mobile application that provides millennials with transparent, interest-free wage advances and affordable overdraft protection. The app features robust security measures, including bank-grade encryption, and overdraft alerts to help users build an emergency fund and improve their overall financial health.

Sote

Convertible Note in 2020
Sote, Inc. is a technology company based in San Francisco, California, with an additional office in Nairobi, Kenya. Incorporated in 2017, Sote develops a digital customs clearing and freight forwarding platform tailored for the logistics industry. Its software provides a comprehensive workflow tool that allows industrial cargo owners to manage freight clearing and forwarding processes efficiently. The platform features a dashboard that enables users to track shipment status, payment history, and estimated arrival times for containers, facilitating better coordination among all parties involved in logistics. Additionally, Sote is committed to empowering African businesses by leveraging proprietary trade data to address the trade finance gap in the region. By offering reliable credit, risk management, underwriting, and business intelligence, Sote aims to transform the landscape of trade finance and logistics in Africa.

Hello Patients

Pre Seed Round in 2020
Hello Patients is a medical fintech service provider based in Springfield, Illinois, founded in 2019. The company offers a patient engagement platform that focuses on pricing transparency and payment automation in the healthcare sector. Its platform enhances patient awareness of healthcare costs, allowing patients to clearly understand their financial obligations. By providing options for customized payment plans, Hello Patients aims to improve collection rates for healthcare providers while streamlining revenue cycle management. The service facilitates effective management of payments from the point of service through to recurring payments, ultimately benefiting both patients and providers by promoting financial clarity and efficiency.

FinGoal

Funding Round in 2019
FinGoal develops tools for FinTech companies, empowering them to deliver personalized financial advice to their users. Its proprietary technology analyzes individual spending habits and preferences to optimize savings across various expenses, from daily purchases to insurance and travel.

Stackin'

Series A in 2019
Stackin' is a financial fitness platform aimed at empowering individuals to enhance their financial lives through engaging text messages. With over one million subscribers, it targets a younger demographic by offering tools and curated products that promote healthy financial habits in a fun and judgment-free environment. The platform leverages a custom messaging system, along with data, machine learning, and human interaction, to send personalized messages that educate users on saving money, reducing debt, and starting to invest. Additionally, Stackin' provides financial tips and content designed to inform and entertain its audience, helping them make informed decisions for their financial future.

Routefusion

Convertible Note in 2019
Routefusion is a cross-border bank-to-bank payments software provider that connects fintechs, marketplaces, financial institutions, and e-commerce platforms to a global network of banking and local payout partners. Its international payments API automates back-and-forth banking processes via centralized interfaces, speeds up transactions, and reduces costs. The platform enables neo-banks, payroll providers, platforms, and marketplaces to offer cross-border payouts to customers in over 130 countries, delivering payments in days rather than months. The company is based in Austin, Texas.

ModernTax

Convertible Note in 2018
ModernTax is API platform that enables financial and fintech companies to access and verified IRS taxpayer records and (2) an employee financial benefits platform providing benefits teams with a comprehensive tool to automate taxable events. ModernTax answers the tax and accounting industry’s need for: 1. Connection between taxpayers and business providers 2. Accessibility of tax data and virtual tax filing services 3. Efficiency of processes for tax and accounting service providers

Mineful

Seed Round in 2018
Mineful is a B2B monetization platform that allows desktop applications to convert free users into paying customers by utilizing their devices' excess computing power to mine cryptocurrency. The platform integrates seamlessly with various applications, enabling users to run Mineful in the background while they engage with services like Spotify or Slack. This setup allows users to earn credits without needing to manage a cryptocurrency wallet or understand blockchain technology; they simply opt-in to the service and grant Mineful access to their unused computational resources. Mineful provides an end-to-end solution for enterprises, including wallet and pool management, liquidation services, and smart-mining capabilities. By facilitating this innovative monetization strategy, Mineful helps reduce involuntary churn and enhances the overall user experience.

Coinsta.sh

Convertible Note in 2018
Coinstash automatically generates digital assets for you & grows their value by diversifying into more high-growth cryptocurrencies & ICOs.

Lumni

Convertible Note in 2018
Lumni Inc. is a social mission company that offers innovative financing solutions for education through income share agreements. The organization manages investment funds that support a diverse pool of students, who agree to pay a fixed percentage of their income for a set number of months after graduation. This model minimizes the risk of excessive debt for students, particularly benefiting those who are debt-averse. Lumni's approach allows individuals and institutions to invest in the future of their communities by financing educational opportunities. The company manages various funds tailored to different demographic groups and geographic regions, each with unique characteristics and investment returns. Lumni has garnered recognition for its social impact from several prestigious organizations and currently operates in countries including Chile, Colombia, Mexico, Peru, and the United States, having financed nearly 10,000 students to date.

TypingDNA

Seed Round in 2018
TypingDNA, Inc. is a technology company that specializes in typing biometrics authentication solutions. Founded in 2016 and headquartered in Brooklyn, New York, with additional offices in Oradea and Bucharest, Romania, TypingDNA offers an innovative service that enables organizations to authenticate users based on their unique typing patterns. This technology compares current keystrokes with previously recorded typing behaviors, allowing for secure logins, password resets, and multi-factor authentication. The company's solutions are particularly beneficial for the financial services and education sectors, where they enhance security and combat fraud while maintaining a seamless user experience. By employing artificial intelligence algorithms, TypingDNA provides a more effective alternative to traditional two-factor authentication methods, enabling clients to better protect sensitive information without sacrificing usability.

crowdForce

Convertible Note in 2017
crowdForce operates a crowdsourcing platform and an offline distribution network that helps businesses accelerate adoption of digital, crypto, and financial services among underserved populations. The company serves banks and fintechs, nonprofits, market researchers, government agencies, and field agents, providing access to real-time consumer data and enabling deployment of digital services in emerging markets. Founded in 2016, crowdForce has a footprint in Nigeria with an additional presence in the United States.

Inscribe

Convertible Note in 2017
Inscribe offers a way for fintech and financial services organizations to automate their manual reviews, reduce fraud losses, and increase decision accuracy. By automating document reviews and improving fraud detection, companies can increase efficiency and reduce operational costs. Founded in 2017, Inscribe is trusted by leading companies like BlueVine, Petal, Fair, and Ramp. With investors from Y Combinator, Uncork Capital, Crosslink Capital, and Foundry Group, Inscribe has a global footprint with locations in North America and Europe.

RealBlocks

Convertible Note in 2017
RealBlocks is a financial technology platform designed to facilitate the online distribution of alternative investment funds by investment managers. By connecting these managers with financial advisors and institutions, RealBlocks enhances the capital-raising process across global markets. The platform offers essential tools, including built-in secondary trading, a customizable white-label onboarding experience, and an API dashboard for comprehensive management. It aims to reduce costs, improve efficiency, and enhance the overall investor experience, particularly within the realms of real estate and other alternative investments. By integrating various service providers, RealBlocks enables seamless transitions to tokenized product structures, promoting enhanced liquidity and fractionalization for its users.

Synswap

Seed Round in 2017
Synswap LTD. is a company that operates a blockchain-driven platform aimed at enhancing the infrastructure of the over-the-counter (OTC) derivatives market. Founded in 2016 and headquartered in London, the firm seeks to replace the fragmented and inefficient post-trade processes with a streamlined and automated workflow. Its platform supports both cleared and non-cleared swaps, utilizing hyper ledger technology to facilitate various derivatives such as credit default swaps, interest rate swaps, foreign exchange swaps, equity swaps, and commodity swaps. By enabling a peer-to-peer network run directly by trading counterparties, Synswap allows members to contribute nodes and deploy software that automates essential post-trade processing steps through self-executing smart contracts. Key features of the platform include automatic trade matching, electronic confirmation, portfolio compression, and margin confirmation, all designed to reduce costs, mitigate risks, and enhance regulatory compliance while ensuring confidentiality and privacy.

Novo

Pre Seed Round in 2017
Novo Platform Inc. is a digital banking platform designed for small business owners, entrepreneurs, and freelancers. Founded in 2018 by Tyler McIntyre and Michael Rangel, the company is headquartered in Miami, Florida. Novo offers enhanced business deposit accounts and integrates banking activities with applications that provide users with analytical insights and fraud notifications related to their banking data. The platform is supported by a network of FDIC-insured community banks, aiming to streamline financial management for its clients. Originally known as Novo Financial Corp., the company was incorporated in 2016 and has since focused on creating tailored banking solutions for modern businesses.

7 Chord

Pre Seed Round in 2017
Founded in 2016, 7 Chord operates an intelligence-amplified technology platform that automates pricing, execution, and inventory management processes in the corporate bonds market. Its machine learning-driven BondDroid technology analyzes millions of data points to provide predictive pricing and trading signals, helping traders reduce execution costs and make informed investment decisions.

Cogni

Seed Round in 2017
Cogni is a New York-based company that develops a digital banking platform designed to enhance financial services for businesses across Europe. Formerly known as Bizbaze, Cogni offers multi-currency business accounts that integrate artificial intelligence-driven tools to streamline various financial activities. The platform employs machine learning to automate and simplify virtual payments, providing users with an intuitive interface that supports a range of financial transactions, including deposits and lifestyle-related bookings such as hotels and flights. By focusing on accessibility and transparency, Cogni aims to revolutionize the digital banking experience for its users, combining traditional finance with emerging technologies like decentralized finance and non-fungible tokens.

Stackin'

Seed Round in 2017
Stackin' is a financial fitness platform aimed at empowering individuals to enhance their financial lives through engaging text messages. With over one million subscribers, it targets a younger demographic by offering tools and curated products that promote healthy financial habits in a fun and judgment-free environment. The platform leverages a custom messaging system, along with data, machine learning, and human interaction, to send personalized messages that educate users on saving money, reducing debt, and starting to invest. Additionally, Stackin' provides financial tips and content designed to inform and entertain its audience, helping them make informed decisions for their financial future.

ModernTax

Angel Round in 2017
ModernTax is API platform that enables financial and fintech companies to access and verified IRS taxpayer records and (2) an employee financial benefits platform providing benefits teams with a comprehensive tool to automate taxable events. ModernTax answers the tax and accounting industry’s need for: 1. Connection between taxpayers and business providers 2. Accessibility of tax data and virtual tax filing services 3. Efficiency of processes for tax and accounting service providers

Denim

Convertible Note in 2017
Denim streamlines freight brokerage operations by offering a comprehensive freight payment system. It manages working capital, carrier payments, and back-office processes through its software platform, enabling brokers to access necessary funds for growth while automating invoicing, collections, and payments.

Hanzo

Pre Seed Round in 2017
Hanzo is a technology company that provides platforms to accelerate product development and deployment across blockchain and digital commerce. It enables businesses to launch and operate blockchain networks, develop decentralized applications, and deliver secure blockchain products for activities such as token sales, marketplaces, and ecommerce experiences. In addition, Hanzo offers a data-driven operating platform with an AI-powered marketing engine that helps companies scale and fund innovative products, simplifying and orchestrating complex business logic to deliver fully customizable commerce experiences across digital channels.

Morty

Seed Round in 2017
Founded in 2015, Morty is an online mortgage marketplace that instantly matches homebuyers with competitive loan products from a wide network of lenders. Its platform simplifies operations for loan officers and brokerages through AI-assisted tools, built-in compliance handling, and streamlined processes.

Narmi

Convertible Note in 2017
Narmi Inc. is a technology company that specializes in developing online and mobile banking applications for financial institutions across the United States. Founded in 2016 and headquartered in New York, Narmi provides a comprehensive platform that allows regional and community banks and credit unions to attract, engage, and retain customers effectively. The company’s applications facilitate account openings in under 2.5 minutes, while ensuring a secure and user-friendly experience through features such as fraud protection, multi-factor authentication, and transaction monitoring. In addition to banking applications, Narmi also offers services in website design, development, hosting, and content management, helping financial institutions create a dynamic and engaging digital presence.

ICONYC Labs

Seed Round in 2017
Founded in 2015, ICONYC Labs is an accelerator firm based in New York City. It specializes in investing in early-stage Israeli tech startups, focusing on sectors such as enterprise software, IoT, AI, digital health, fintech, and digital media.

LendTech

Seed Round in 2017
LendTech, established in 2016 and headquartered in San Francisco, operates a digital lending platform that facilitates connections between banks, credit unions, private lenders, and borrowers. The platform supports both automated and manual loan origination systems, catering to a wide range of loan types such as credit cards, HELOCs, commercial real estate, SBA loans, and more. It streamlines the loan application process through integrated communication channels, enabling real-time messaging, digital signatures, and document management.

ScaleFactor

Convertible Note in 2017
ScaleFactor provides automated accounting and finance software, offering features such as bookkeeping automation, proactive alerts, and business insights translation. It formerly offered additional services like IT integration, HR/payroll, compliance, and CFO advisory. ScaleFactor served various industries including professional services, restaurants, retail, technology, and wellness. The company was founded in 2014 and had offices across North America before ceasing operations.

Apostrophe

Convertible Note in 2017
Apostrophe, Inc. is a fintech company based in Denver, Colorado, specializing in healthcare savings solutions for self-insured employers. Founded in 2016, Apostrophe provides an intelligent health benefits platform that negotiates competitive rates for healthcare services and pays providers directly, ensuring that savings are passed on to its customers. The company's offerings include a streamlined, plug-and-play health plan that allows self-insured employers to efficiently implement best practices in managing healthcare costs. Apostrophe primarily serves self-insured employers in rural Colorado and other regions, delivering both financial savings and member support to enhance the overall healthcare experience.

Valid8 Financial

Convertible Note in 2017
Valid8 Financial, established in 2017 and based in Seattle, Washington, specializes in financial services investigations. The company's core offering is a SaaS platform that extracts and reconciles banking transactions from PDF statements, streamlining data preparation and enabling users to identify transfers between accounts and entities, simplify asset discovery, and detect potential fraudulent transfers. This platform empowers investors, auditors, and accountants to track, analyze, and manage third-party financial transactions, facilitating informed decision-making and independent financial assessments.

HelloHome

Convertible Note in 2016
HelloHome, founded in 2015 by real estate agent Jessica Buffington, aims to enhance transparency and honesty in the real estate industry. As the first female-founded and female-led real estate tech startup, HelloHome leverages technology to provide a flat-fee pricing model that disrupts traditional real estate practices. The company's innovative platform connects homeowners looking to sell their properties with local, experienced real estate agents, allowing for direct communication and tracking of different stages in the home-selling process. This approach not only facilitates a smoother transaction but also significantly reduces costs for sellers, who have collectively saved over $3 million in commission fees, averaging more than $8,000 per home.

MotionHall

Convertible Note in 2016
MotionHall Inc. is a technology solutions provider based in San Francisco, California, specializing in the biopharma sector. The company offers a market intelligence platform that employs machine learning to analyze the global landscape of partnerships, mergers, and acquisitions within the pharmaceutical industry. By utilizing predictive matching algorithms, MotionHall enables clients, including emerging biopharma companies, investment bankers, and venture capital firms, to streamline deal planning and derive actionable insights. Its expert system provides predictive advisory services on deal partners and the transactability of deals, enhancing financial outcomes and increasing confidence in product success.

AcuteIQ

Convertible Note in 2016
AcuteIQ is a technology company specializing in customer acquisition solutions for action sports, financial services brands, and media companies. Founded in 2014 and headquartered in Tiburon, California, with an additional office in New York City, AcuteIQ offers innovative platforms such as BROKER IQ and LENDER IQ. BROKER IQ serves loan brokers and bank loan officers by predicting potential merchants for enterprise loans, while LENDER IQ delivers pre-qualified deal flow to lenders' websites. The company is recognized for its unique technical approach, utilizing first-party audience data and predictive analytics to enhance customer conversion rates. AcuteIQ's platform is designed to identify potential customers' buying signals, allowing businesses to optimize their customer profiles effectively. With over 24 clients, including notable firms in media and financial services, AcuteIQ operates on a pay-for-performance business model that underscores its commitment to delivering measurable results.

ProcessOut

Seed Round in 2016
ProcessOut Inc. is a technology company founded in 2015 that specializes in providing payments as a service, with its headquarters located in New York and an additional office in Paris. The company offers a smart router solution that facilitates international payment processing by connecting users with various payment providers. Its advanced technology utilizes deep learning to optimize transaction routing in real time, allowing businesses to monitor and analyze their payment data effectively. By centralizing payment activities from multiple gateways into a single dashboard, ProcessOut helps its clients improve their authorization rates and reduce processing costs. The firm operates as a subsidiary of Checkout Ltd.

Windrush

Seed Round in 2016
Windrush operates as a collaborative data visualization platform tailored for the financial sector. The company empowers analysts to effortlessly generate live-updating interactive charts directly within Excel, enhancing productivity and the quality of reports. Its drag-and-drop interface allows users to create branded content without the need for coding, streamlining the reporting process. Additionally, Windrush's platform includes features for model and visualization versioning, enabling large organizations to effectively track their data's audit trail. This capability is designed to significantly reduce time and costs related to compliance, making Windrush an essential tool for enhancing engagement and efficiency in large enterprises.

Branch

Seed Round in 2016
Branch is a company that facilitates accelerated pay and digital wallet solutions for businesses, enabling them to empower their workers through efficient financial services. By streamlining payment processes, Branch helps organizations save money while providing employees with faster access to their earnings and complimentary digital banking services. The platform does not require pre-funding or upfront capital, making it an accessible option for various businesses looking to enhance their payroll systems. Additionally, Branch promotes a new brand of public discourse by inviting curated groups of knowledgeable individuals to engage in meaningful discussions on relevant issues, aiming to foster a more interactive and informed dialogue online.

Chroma Signet

Seed Round in 2016
Chroma Signet is a Portland-based company that develops smart packaging solutions enabling brands to embed blockchain-based tokens into consumer goods. Its technology combines physical QR codes with digital smart contracts, allowing manufacturers to attach non‑fungible tokens and DAO tokens to products. The system serves as a loyalty platform that introduces consumers to blockchain, supports supply‑chain provenance, and facilitates brand‑customer engagement. The company also works in cannabis, crowdfunding, and fintech sectors.

Painless1099

Convertible Note in 2016
Painless1099, LLC is an innovative online service based in Richmond, Virginia, established in 2015, designed specifically for freelancers and independent contractors. The company offers a unique banking solution that helps these workers manage their 1099 income effectively. Painless1099 provides an online bank account that automatically withholds taxes based on individual factors such as filing status and number of dependents, ensuring users set aside the appropriate amount for tax obligations. Additionally, the service automates health insurance payments, assists in establishing a SEP IRA for retirement savings, and encourages users to save for unexpected expenses. By integrating these features, Painless1099 aims to provide freelancers with the benefits typically associated with traditional employment while allowing them to maintain control over their self-employment careers.

Stride.AI

Convertible Note in 2016
Our company provides advanced artificial intelligence solutions designed to automate and optimize the process of reading, interpreting, and processing text-based data. We handle data in various formats and languages, from documents to web content and internal applications. Our unique value propositions include a remarkably fast time to market, minimal need for training data, and the option of on-premise deployment. We navigate the complexities that large organizations, specifically within the financial and pharmaceutical sectors, face when managing vast amounts of data. Our clientele comprises large-scale businesses based in North America, Europe, and Asia. We strive to streamline their operations, enhance efficiency, and increase the accuracy of data input and extraction. Our company provides advanced artificial intelligence solutions designed to automate and optimize the process of reading, interpreting, and processing text-based data. We handle data in various formats and languages, from documents to web content and internal applications. Our unique value propositions include a remarkably fast time to market, minimal need for training data, and the option of on-premise deployment. We navigate the complexities that large organizations, specifically within the financial and pharmaceutical sectors, face when managing vast amounts of data. Our clientele comprises large-scale businesses based in North America, Europe, and Asia. We strive to streamline their operations, enhance efficiency, and increase the accuracy of data input and extraction.

Maxwell Financial Labs

Pre Seed Round in 2016
Maxwell Financial Labs, Inc. is a technology company founded in 2015 and based in Palo Alto, California. It specializes in providing a comprehensive platform that connects home buyers, real estate agents, and lenders, facilitating the mortgage loan process from application intake to the secondary market. The company's Mortgage Optimization Platform offers technology-driven solutions designed to give local lending teams a competitive edge, enabling non-depository mortgage banks, credit unions, brokers, and local banks to better serve their communities. By focusing on enhancing the homeownership experience, Maxwell Financial Labs aims to deliver significant benefits to all stakeholders involved in the mortgage process.

Fig Tech

Convertible Note in 2016
Fig Tech is a financial services company based in Sugar Land, Texas. Established in 2015, it specializes in providing affordable loan solutions for low-income individuals and families in Texas, focusing on emergency loans and financial stability products.

Flowcast

Convertible Note in 2016
Flowcast designs and develops patented machine learning algorithms to create predictive models for credit decisioning. Its API-based platform assesses a business's ability to repay, the risk of delinquency, and the likelihood of dilution, while providing explainable insights into the root causes of creditworthiness. The models update in real time using alternative data and Flowcast's proprietary data, enabling financial institutions, corporations, and insurers to extend credit to businesses of all sizes and monitor risk continuously. Flowcast was founded in 2015 and is headquartered in San Francisco, with an office in Singapore.

Airfox

Convertible Note in 2016
Airfox is a financial technology company focused on enhancing financial inclusion for the underbanked in emerging economies. Operating from Boston and São Paulo, Airfox aims to establish a new financial services model that democratizes access to capital and essential financial services. The company employs a mobile-first approach, allowing users to earn AirTokens through mobile airtime, which can be converted into mobile data. By connecting mobile airtime sponsors with prepaid mobile subscribers, Airfox facilitates greater access to financial resources for individuals who traditionally lack banking services, thereby promoting economic empowerment and accessibility within these markets.

Seeds

Convertible Note in 2015
Seeds is a company that focuses on transforming the mobile app ecosystem by providing tools for app developers to facilitate in-app purchases aimed at supporting individuals in need through microloans. Their platform is designed to benefit both developers and borrowers by offering microloans that empower entrepreneurs to meet their business requirements. This approach not only enhances customer satisfaction and engagement in digital products but also fosters social responsibility by encouraging investment in socially conscious initiatives. By creating a system that supports both financial growth and social impact, Seeds aims to contribute positively to the overall business landscape.

Quick.me

Convertible Note in 2015
QUICK provides a capital-as-a-service offering to SaaS, ecommerce, marketplace and payment platforms, thereby making it easy and seamless for merchants on such platforms to apply and receive cash advances quickly. Quick's intuitive widget enables business owners to apply and receive working capital "quickly."

Alloy

Seed Round in 2015
Alloy is a technology company specializing in identity verification solutions for financial institutions. It offers an API-driven platform that simplifies fraud detection and compliance processes such as KYC, AML, and fraud prevention.

Self Financial

Seed Round in 2015
Self Financial offers mobile-based credit-building tools designed for individuals seeking to improve their credit scores. Its primary products include a Credit Builder Account, which combines an installment loan with savings, and the Self Visa Credit Card, enabling users to build security deposits over time. The company aims to make credit building accessible regardless of financial history.

Akouba

Seed Round in 2015
Akouba is a pioneering software-as-a-service platform that specializes in delivering an online, end-to-end small business lending solution tailored for community and regional banks. The company is dedicated to enhancing the lending process by enabling financial institutions to offer businesses the capital they require in a streamlined, efficient, and cost-effective manner. Akouba's cloud-based platform allows banks to incorporate their unique credit policies into a user-friendly online system, thereby reducing the time required for loan processing and improving overall profitability. By leveraging advanced technology, Akouba aims to improve the customer experience while supporting banks in their lending operations.

DealSite

Convertible Note in 2015
DealSite is a software-as-a-service (SaaS) company that specializes in collaboration software tailored for transaction professionals within capital markets, law, commercial real estate, and related sectors. The company offers enterprise web and mobile applications that enhance contact management and streamline communication workflows. DealSite's software integrates with various email and customer relationship management applications, and it allows for connections with deal management and reporting tools through APIs. The client base primarily consists of investment banks, law firms, and commercial real estate investment firms. Originally incorporated as WorkingGroupLink in 2015, the company rebranded to DealSite in May 2018 and is based in San Mateo, California. As of July 2020, DealSite operates as a subsidiary of NetRoadshow, Inc.

AdHusky

Convertible Note in 2015
Founded in 2012, AdHusky specializes in automated Facebook advertising solutions for financial service firms. Headquartered in San Francisco, California, the company enables businesses to create targeted campaigns and reach specific audiences.

Liveoak Technologies

Convertible Note in 2014
LiveOak Technologies, Inc. is a software company based in Austin, Texas, that offers a cloud-based platform designed to enhance real-time communication, collaboration, and eSignature capabilities for financial processes. The platform facilitates seamless collaboration among users through video conferencing, audio, and text chat, while also allowing for the capture and storage of compliant data. Founded in 2014, LiveOak Technologies aims to improve workflow for paperwork and forms by providing tools that enable companies to communicate effectively and sign documents in real-time, ultimately reducing errors and increasing efficiency in complex digital transactions. The company operates as a subsidiary of DocuSign, Inc.

Final

Convertible Note in 2014
Final, Inc. is an Oakland-based company that specializes in providing innovative credit card and payment services aimed at enhancing user security and control over personal finances. Founded in 2014, Final offers a physical credit card along with a mobile application that enables users to generate unique credit card numbers for different merchants or disposable one-time use numbers for single transactions. This approach significantly reduces the risk of fraud, theft, and breaches, while also alleviating the inconvenience associated with card cancellations. The application also allows users to monitor their transactions and analyze their spending habits, thereby promoting informed financial management. As of early 2018, Final operates as a subsidiary of The Goldman Sachs Group, Inc.

Moni Technologies

Seed Round in 2013
Moni is a mobile money transfer platform based in Toronto that facilitates seamless fund transfers from users' bank accounts to recipients. Founded in 2013 by Fernando Saturno and Laurence Aderemi, the app allows users to select their recipient and the transfer amount, entering their bank details either manually or by scanning their debit card. Users can send money directly to a recipient's bank account or to their mobile phone, allowing the recipient to choose the bank account for deposit. The platform employs encryption for security and provides users with text notifications when the recipient accepts the transfer, as well as tracking the transfer's progress through the app and SMS updates. Moni aims to simplify international money transfers, enhancing the overall user experience.

Osper

Seed Round in 2013
Osper is a London-based prepaid debit card and mobile banking service designed to help young people manage their finances responsibly and develop good financial habits from an early age. The platform offers a secure prepaid debit card and a user-friendly mobile banking app that features separate logins for children and their parents or guardians. All funds are managed by a regulated European bank, ensuring safety and security. Young users, starting from age eight, can track their spending through the app, which categorizes their expenses to promote awareness and encourage saving. Parents or guardians are required to sign up alongside their children and must hold a U.K. bank debit card. Founded in 2012 by Alick Varma, who has a background in consulting and education, Osper aims to equip the next generation with essential money management skills. The company has garnered support from various investors, including notable venture capital firms and industry professionals.

TradingView

Convertible Note in 2013
Founded in 2011, TradingView operates a global online platform for traders and investors. It provides real-time market data, advanced charting tools, analytics, and brokerage integration services. With over 15 million monthly active users, it fosters a social community where users can interact, share ideas, and improve their trading skills.

GoodApril

Seed Round in 2013
GoodApril is a software startup based in San Francisco, California, specializing in tax planning and management solutions for individual American taxpayers. Founded in 2012 by Benny Joseph and Mitchell Fox, the company offers a range of services designed to assist consumers in calculating their tax liabilities and identifying potential deductions and credits to optimize their tax savings. One of its key products is Tax Checkup, an application that enables users to upload their tax returns and receive professional feedback on eligible credits and deductions. GoodApril's focus is on simplifying the tax preparation process and enhancing financial efficiency for its users. The company has since been acquired by Intuit.

Bench

Convertible Note in 2012
Bench Accounting Inc. is a fintech company based in Vancouver, Canada, that specializes in providing online bookkeeping services for small businesses. Founded in 2012, the company combines intuitive software with a dedicated team of professional bookkeepers to automate accounting tasks, allowing clients to manage their finances more efficiently. Bench offers a range of services, including monthly financial statements, year-end financials, and year-round tax support, ensuring that business owners have access to comprehensive financial reporting and expert assistance. With a focus on affordability and convenience, Bench aims to streamline the bookkeeping process, empowering clients to concentrate on growing their businesses. The company has raised significant funding to support its operations and currently employs a workforce dedicated to serving thousands of clients across Canada.

Cobalt Software

Convertible Note in 2012
Cobalt Software, Inc. is a financial technology company based in Boston, Massachusetts, that specializes in developing software solutions for private equity and venture capital firms. Founded in 2011, the company offers tools that enable clients to collect, analyze, and report on fund and portfolio company metrics tailored to their specific needs. Its product offerings include the Fund Launch, which validates performance track records for potential investors; the Performance Calculator, which assesses fund and portfolio performance against peers and market benchmarks; and the Deal Calculator, which analyzes operational changes in portfolio companies and their impact on returns. Cobalt Software's platform enhances performance reporting, cash flow tracking, manager selection, and benchmarking, facilitating effective communication between general partners and limited partners. The company has established a strategic partnership with Hamilton Lane to further enhance its service offerings.

Alphacast.io

Alphacast empowers economic & financial teams with structured data, automation tools, and dashboards, freeing them to focus on analysis.

Ceviche AI

Ceviche AI automates SEC-compliant expense allocations for private fund RIAs offering scalable and auditable financial reporting.

Dab Cash

Dab Cash is a financial services firm specializing in providing secure credit lines to holders of digital collectibles. It employs a proprietary algorithm to assess the value of these assets, enabling it to offer fast and accurate loans based on the collateral's worth. This service allows customers to leverage their digital assets, such as non-fungible tokens (NFTs), to access credit.

Monark Markets

Monark Markets is a technology-driven platform that facilitates trading in private market securities. It connects brokerages, advisors, and custodians, providing access to a wide range of assets such as pre-IPO, late-stage venture, and secondary growth equity. Monark's platform offers liquidity and data transparency, enabling investors to diversify their portfolios and make informed decisions. The company operates through a broker-dealer subsidiary and an exempt reporting advisor subsidiary.

Agpreneur

Agpreneur empowers African farmers with BNPL farm input and AI advisory.

Eddi

AI-Powered Platform to Optimize and Maximize Education Funding

SeraPay

SeraPay is a payments and inventory management platform serving social commerce on major platforms in Africa. It operates as a payment gateway and escrow service for decentralized social marketplaces, enabling credit to buyers and sellers and reducing upfront costs, while also providing point-of-sale solutions to digitize SME payments. The platform supports merchants selling via social channels by allowing direct sales from supplier inventory without requiring stock, integrating secure payment tokens within chat apps, and facilitating same-day last-mile delivery in Nairobi. SeraPay helps African small and medium-sized merchants overcome payment trust barriers and inventory constraints, enabling faster, more efficient digitization of social commerce.
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