Ulu Ventures

SUMA, LLC is a financial wellness company based in Los Angeles, California, founded in 2019. The company focuses on promoting financial inclusion within the Latino community by providing a comprehensive platform that combines digital media, financial technology, and virtual experiences. SUMA aims to educate and empower individuals by offering culturally relevant content and tools that simplify complex topics such as investment and debt management. Its mission is to help Latinos navigate financial challenges, enhance their economic knowledge, and build sustainable wealth, ultimately positioning itself as a trusted resource for fostering financial well-being and prosperity.

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.

Blitzz, Inc. is a technology company that specializes in developing a remote visual sales and problem resolution platform tailored for contact centers and field service teams. Founded in 2017 and based in Los Gatos, California, Blitzz offers an innovative app-free solution that facilitates high-quality video calls for virtual inspections, customer support, and field service operations. The platform is designed to streamline processes in various industries, including telemedicine and remote video inspections, by leveraging patent-pending image and video algorithms. Key features include image recognition, live pointers, live editing capabilities, remote flashlights, and integrations with customer relationship management systems. This comprehensive functionality enables field service teams to conduct effective inspections without the need for on-site visits.

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.