Chantico Global
Funding Round in 2023
Chantico Global, founded in 2013 and headquartered in Los Angeles, specializes in providing institutional asset allocation consulting services. They offer strategic studies, tactical monitoring, and process reviews tailored for clients primarily within the fintech industry.
FounderNest
Seed Round in 2022
FounderNest Inc. is an artificial intelligence company that operates a platform designed to facilitate connections between founders and investors. Established in 2017 and headquartered in Walnut, California, the company aims to provide a neutral, efficient, and transparent environment for these interactions. FounderNest employs advanced AI technology to analyze market landscapes, identify business needs, and connect users with suitable partnerships, investment opportunities, and acquisition targets. The platform is utilized by prominent founders and investors worldwide, who rely on its proprietary technology for insights and decision-making. Co-founded by graduates from Stanford, Wharton, and Columbia, FounderNest also has a presence in Madrid and is supported by notable Silicon Valley investors.
Finalis
Seed Round in 2022
Finalis, Inc. is a broker-dealer and deal technology platform headquartered in Tiburon, California, established in 2017. The company provides a comprehensive solution for investment bankers, placement agents, and fintech firms, focusing on compliance and supervisory needs in private market transactions. Finalis facilitates a variety of deal-making activities, including mergers and acquisitions, private placements, and alternative investments, across all U.S. states and territories. Its offerings include legal templates and a regulatory affiliation solution, which help ensure that client operations are conducted legally and compliantly. Additionally, the Finalis Hub enhances the efficiency of private securities brokerages by offering a deal management solution and a Mandate Marketplace for brokers to collaborate and share insights. With its innovative approach, Finalis aims to become a leading platform in the private securities brokerage sector.
Syndicate
Venture Round in 2022
Syndicate is a decentralized asset management platform and social network that aims to democratize the investment process. By facilitating the creation of investing syndicates, it enables users to raise and invest capital with significantly reduced time and cost. The platform supports the establishment of decentralized autonomous organizations, empowering communities to collaborate effectively in value creation. Through its innovative approach, Syndicate transforms traditional investing practices, making it more accessible to a broader audience.
Cheres
Pre Seed Round in 2021
Cheres is a New York-based company that offers a digital platform designed to enhance investment transparency among users by allowing them to view their friends' investment activities. The platform seamlessly integrates with users' existing accounts on various investing platforms. Additionally, Cheres operates a cross-functional collaboration tool that aims to eliminate silos between departments within organizations. By consolidating data from various operational sources, the platform provides an assistant that helps clients analyze crucial business metrics related to revenue, customers, expenses, products, marketing, and financial performance.
RealBlocks
Series A in 2020
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.
Ellevest, Inc. is an investment management firm focused on providing financial services tailored specifically for women. Founded in 2014 and based in New York City, Ellevest aims to empower female investors by offering a digital platform that incorporates proprietary algorithms to develop customized investment plans. The firm employs fundamental analysis and a top-down approach to create client-focused portfolios that span various global asset classes. Ellevest's user-friendly interface reflects its commitment to engaging women in a thoughtful and accessible investing experience, allowing clients to prioritize their financial goals and make informed decisions regarding their investments.
RealBlocks
Seed Round in 2019
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.
Ellevest, Inc. is an investment management firm focused on providing financial services tailored specifically for women. Founded in 2014 and based in New York City, Ellevest aims to empower female investors by offering a digital platform that incorporates proprietary algorithms to develop customized investment plans. The firm employs fundamental analysis and a top-down approach to create client-focused portfolios that span various global asset classes. Ellevest's user-friendly interface reflects its commitment to engaging women in a thoughtful and accessible investing experience, allowing clients to prioritize their financial goals and make informed decisions regarding their investments.
Ellevest, Inc. is an investment management firm focused on providing financial services tailored specifically for women. Founded in 2014 and based in New York City, Ellevest aims to empower female investors by offering a digital platform that incorporates proprietary algorithms to develop customized investment plans. The firm employs fundamental analysis and a top-down approach to create client-focused portfolios that span various global asset classes. Ellevest's user-friendly interface reflects its commitment to engaging women in a thoughtful and accessible investing experience, allowing clients to prioritize their financial goals and make informed decisions regarding their investments.
Trefis
Angel Round in 2008
Trefis is a stock analysis service that breaks down a company's stock price into the contributions of its major products and businesses. Its interactive platform allows users to adjust underlying assumptions such as future market share or product pricing, with corresponding updates to the predicted stock price. This enables investors and decision-makers to analyze risks and strategize for the future using data-driven insights.