We believe the transformation dividend is the durable return generated when financial services firms leverage technology to unlock growth, efficiency, and resilience.
Approach
We invest in the technology powering the financial domain
We manifest a secure economic future powered by intelligent augmentation and programmable finance. We back software and services companies focused on streamlining legacy workflows, augmenting human participation, and enabling adaptive, autonomous growth in the financial domain.
We are systems thinkers focused on achieving a new efficiency paradigm
We believe the foundation for long term, sustainable enterprise value creation requires balancing growth with capital efficiency and risk management. We seek to partner with management teams who aspire to operate highly optimized organizations and are committed to collaborating with us towards that goal.
We create stakeholder alignment by providing responsible growth capital
We pair growth equity investments with clear, achievable performance objectives, ensuring a high level of investor protection and fiduciary oversight. We work with a broad network of vetted operating advisors who invest alongside us and assist our portfolio companies on value creation.
What We Look For
[ 1 ]
Stage Agnostic, Thesis Consistent
We invest across stages, from venture to control, when opportunities align with our core thesis.
[ 2 ]
Structural Defensibility & Compound Advantage
We seek businesses with embedded workflows, regulatory positioning, or data moats that deepen integration and build long-term resilience.
[ 3 ]
Momentum Through Discipline
We prioritize capital efficiency, sustainable go-to-market, and operational excellence.
Banking
Capital Markets
Asset & Wealth Management
Portfolio
Kraken
Global Digital Markets Platform
Sterling Trading Tech
Capital Markets Infrastructure
Cast
The Future Of Accounting & FP&A
Embedded Finance Banking Infrastructure
Infinant
Agentic AI In Banking & Capital Markets
DeepSee
Tennr
The Future Of Healthcare Ops
Acq. by Robinhood (ticker: HOOD)
Pluto
Wealth Management AI Co-Pilot