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 manual work, enhancing human judgment, 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 risk management. We seek to partner with management teams who aspire to operate highly optimized organizations and are committed to collaborating with us on a clear path to profitability.
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
Stage Agnostic
Proven Leadership
Established Revenues
Near Or At Profitability
We believe that a “growth-at-all-costs” approach to scaling is generally not suited to highly regulated, risk-aware industries, due to their inherent complexity. Our philosophy is to make fewer high-conviction investments in businesses with sustainable fundamentals and domain expertise to help them scale profitably, irrespective of their stage or cap table history.
Portfolio
Sterling Trading Tech
Capital Markets Infrastructure
Cast Finance
The Future Of Accounting & FP&A
Infinant
Embedded Finance Banking Infrastructure
DeepSee
Agentic AI In Banking & Capital Markets
Pluto
Wealth Management AI Co-Pilot
Tennr
The Future Of Healthcare Ops