/Investor DB

Fin Capital — Full Portfolio

144 tracked investments · listed companies and verified rows first

SoFisofi.comNASDAQ: SOFI

SoFi Technologies is a digital personal-finance company offering student and personal loans, mortgages, investing, banking and credit cards through one app; it went public on the Nasdaq in 2021 via SPAC.

Anthony Noto(Founder)inChristopher Lapointe(Chief Financial Officer)Arun Pinto(Chief Risk Officer)Jeremy Rishel(Chief Technology Officer)Dan Macklin(Founder)Ian Brady(Founder)

Co-investorsAllied Venture PartnersAlpha Square GroupBaseline VenturesBling CapitalBlue LionBlue Lion Global+42 more

Banxwarebanxware.comin✓ verified

Banxware provides embedded lending infrastructure that enables platforms to offer digital business loans to SMEs, handling credit assessment, risk management, and regulatory compliance end-to-end.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Miriam Wohlfarth(Founder)Nicolas Kipp(Founder)

Co-investors13books CapitalD4 VenturesBerliner Volksbank VenturesRedstoneSella Direct VenturesTane Fund+4 more

Debt Streamdebtstream.co.uk✓ verified

DebtStream offers a white-label, self-service digital debt collections platform that lets credit-carrying businesses such as debt collection agencies, lenders, and utilities providers engage customers online.

Enterprise SoftwareFintechSaaSChester, GB

Co-investorsAntlerAscension

Elevateelevate.aiin𝕏✓ verified

Elevate offers a cloud-based, AI-powered platform for administering consumer-directed benefit accounts such as HSAs, FSAs, HRAs, DCAPs, commuter accounts, and lifestyle programs.

AI & Machine LearningEnterprise SoftwareFintechHealthtechInsurTechSaaS

Brian Cosgray(Founder & CEO)inBrian Strom(Co-founder & CTO)inMegan Fenlon(Chief Operations Officer)in

Co-investorsBowery CapitalAnthemis VentureGreycroftNorwest Venture PartnersAlteria CapitalTitan Capital+2 more

Harmonic AIharmonic.ai✓ verified

Harmonic operates a database and software platform for venture capital firms to source early-stage startups in real-time, offering company data, team information, and investor network integration tools.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechSaaSNew York, US

Max Ruderman(CEO)inAjay Sohmshetty(Founder)Austin Berke(Software Engineer)inEric Kim(Head of Legal)inJohn Matthews(Head of Data Operations)inAaron Bartel(Chief Revenue Officer)in

Co-investorsAlumni VenturesCivilization Ventures Management, LlcCraft VenturesFloodgateMVP VenturesSoma Capital+3 more

Kognitoskognitos.comin𝕏✓ verified

Kognitos builds an agentic AI automation platform that lets business users write automation logic in plain English, executed deterministically by a patented neurosymbolic engine across 130+ enterprise integrations.

AI & Machine LearningEnterprise SoftwareSaaSSan Jose, US

Binny Gill(Founder)in

BoardAshmeet Sidana(Director)in

Co-investorsClear VenturesEngineering CapitalKhosla VenturesAlumni VenturesDentsu VenturesPrime Partners+2 more

Mechanical Orchardmechanicalorchard.comin𝕏✓ verified

Mechanical Orchard modernizes legacy enterprise systems, including mainframes, by using an AI-driven, component-by-component approach that rebuilds and tests each part in a secure cloud environment before deployment.

AI & Machine LearningCloud ComputingDeveloper ToolsEnterprise SoftwareSan Francisco, US

Rob Mee(Founder)inEdward Hieatt(COO)inDan Podsedly(Founder)Matthew Work(Founder)

Co-investorsGV (Google Ventures)Bloomberg BetaEmergence Capital PartnersSpider CapitalSummit Peak InvestmentsWebb Investment Network+3 more

Aieraaiera.comin𝕏Sep 2022

Aiera provides AI-enabled infrastructure that gives institutional research teams permissioned, entitlement-aware access to proprietary financial content such as broker research, expert insights, transcripts, filings, live earnings calls, and news through a single searchable environment.

AI & Machine LearningEnterprise SoftwareFintechNew York, US

Ken Sena(Founder)inBryan Healey(Executive Officer, Director)in

BoardCharles M. Hazard, Jr.(Director)inDiane Schumaker-Krieg(Director)

Board seatLogan Allin· per SEC Form D

Co-investorsBank of AmericaDeutsche BankEvercoreHSBCJefferiesUBS+4 more

CapStack Technologiescapstack.aiin𝕏Apr 2023SEC filingmedium confidence

Capstack Technologies operates a bank-to-bank loan marketplace that enables financial institutions to connect, share assets, and manage risk collaboratively.

B2B MarketplacesEnterprise SoftwareFintechMarketplacesSaaSMiami, US

Michal Cieplinski(Co-Founder and CEO)inTzvika Perelmuter(Co-Founder and CTO)in

Board seatLogan Allin· per SEC Form D · $6M raise · filed Apr 2023

Co-investorsCowboy VenturesFuture Perfect VenturesGaingelsSelah VenturesValor Equity PartnersCiti Ventures

Neuro Idneuro-id.comDec 2020

Bellevue, US

Joseph Valacich(Executive Officer, Director)Roger Girard(Executive Officer, Director, Promoter)inRod Dunmyre(Executive Officer)Gerard Hranek(Executive Officer)Jeff Jenkins(Executive Officer, Director)

Board seatLogan Allin· per SEC Form D

Co-investorsCanapi VenturesTTV Capital

Ocrolusocrolus.cominJun 2021

Ocrolus provides cash flow analytics and document processing tools for lenders and financial institutions to make funding decisions for small businesses.

AI & Machine LearningData & InfrastructureFintechSaaSNew York, US

Sam Bobley(Founder)inPeter Bobley(Founder)

BoardNick Adams(Director)inDavid Arcara(Director)in

Board seatLogan Allin· per SEC Form D

Co-investorsARC Angel FundBoro CapitalBullpen CapitalCohen CircleCross River Digital VenturesDifferential Ventures+12 more

Agentcardagentcard.shin𝕏Seed

Agentcard enables AI agents to make autonomous payments for online purchases using cards.

AI & Machine LearningDeveloper ToolsFintechSaaSSan Francisco, US

Karen Serfaty(CEO)inFelipe Abello(CTO)in

Co-investorsScribble VenturesY Combinator1Flourish Capital2468 VenturesAccelAgrolimen Ventures+13 more

Articul8articul8.aiin𝕏Jan 2024

Articul8 is an enterprise generative AI platform that builds domain-specific models and autonomous agent orchestration (ModelMesh, LLM-IQ) for regulated industries such as semiconductors, energy, manufacturing/supply chain, finance, and aerospace.

AI & Machine LearningEnterprise SoftwareSaaSPalo Alto, US

Arun Subramaniyan(CEO)in

Co-investorsAdara VenturesAditya Birla VenturesCommunitas Capital PartnersGS FuturesIntel CapitalMindset Venture

Axioaxio.com

Axio provides AXIO360, a platform for assessing cybersecurity posture, quantifying the financial impact of cyber risk scenarios, managing AI exposure, and reporting cyber risk in financial terms.

CybersecurityEnterprise SoftwareSaaS

Co-investorsAccelDistributed VenturesElevation CapitalOmidyar Network IndiaPeak XV Partners

Banyangetbanyan.cominAcquired

Banyan organizes item-level receipt data from transactions and makes it accessible for commerce and consumer applications.

Data & InfrastructureEnterprise SoftwareFintechRetail TechSaaS

Co-investorsDorm RoomElizabeth Street VenturesGaingelsKube VCM13Simplex Ventures+5 more

BILTbilt.comin𝕏

Bilt is a rewards program that lets renters and homeowners earn points on rent and mortgage payments, either through partner properties' resident portals or its BillPay product for any home.

B2B MarketplacesConsumerFintechPropTechNew York, US

Ankur Jain(Founder)inDavid Wyler(Founder)inAlexander Lockwood Klokus(Executive Officer, Director)

BoardKenneth Chenault(Director)Harley Miller(Director)inAlex Fiance(Director)in

Co-investorsAcrew CapitalCamber CreekDERIVE VENTURESElizabeth Street VenturesFifth WallFlucas Ventures+13 more

Bits Technologybits.biin

Bits Technology builds compliance infrastructure for regulated financial companies in Europe, covering KYB, KYC, AML risk scoring, transaction monitoring, ongoing due diligence, and case management.

AI & Machine LearningCybersecurityFintechSaaSStockholm, SE

Fredrik Eriksson(Founder)inJonatan Klintberg(Founder)inRobin Lantz(Founder)in

Co-investorsAlstin CapitalAlliance VCAlliance VentureUnusual VenturesAtomico

Bleeblee.cominSeries A

Blee provides a collaborative platform that brings legal and marketing teams together to streamline content review and approval workflows.

AI & Machine LearningEnterprise SoftwareFintechLegalTechMarketing TechNew York City, US

Guy Shahar(Founder)inJoseph NurielEvan Sandler(Eng Manager)Rebecca T(Hiring)Omer Malik(Engineering)Stephanie Mertz(Recruiter)

Co-investorsCardumen CapitalHannah Grey VenturesPenny Jar Capital VentureY CombinatorTreasury

Bookkeepbookkeep.comin𝕏May 2021

Bookkeep is a financial operations platform that unifies accounting data and automates revenue accounting, sales tax, and payout reconciliation for ecommerce merchants and accountants.

E-commerceFintechSaaSBrooklyn, US

Ruth Ku(Executive Officer)in

Co-investorsBig Red VenturesHaymaker VenturesLerer HippeauTTV Capital

Caplight Technologiescaplight.cominJun 2026 · $16M

Caplight provides a data, trading, and research platform for private market investors, offering real-time pricing and valuation data on pre-IPO companies along with a marketplace for pre-IPO stock secondary and primary deals.

Data & InfrastructureFintechMarketplacesSaaSSan Francisco, US

Justin Moore(Co-founder & CTO)inJavier Avalos(Co-founder & CEO)inMaria Rabinovich(Executive Officer)in

BoardJake Gibson(Director)in

Co-investorsBetter Tomorrow VenturesClocktower VenturesEthos VCFlexcap VenturesL'ATTITUDE VenturesLEAP Global Partners+4 more

Certacerta.aiin𝕏Sep 2023 · $35M

Certa provides a no-code platform for third-party lifecycle management, automating vendor and supplier onboarding along with risk, compliance, and ESG profiling.

AI & Machine LearningCybersecurityEnterprise SoftwareFintechSaaSSaratoga, US

Jagmeet Lamba(Founder)inJag Lamba(Founder)

Co-investorsAglae VenturesAlumni VenturesKae CapitalMantis CapitalPoint72 VenturesTechstars+5 more

Certificialcertificial.comin𝕏Jul 2023

Certificial operates the Smart COI Network, a platform that combines certificate of insurance issuance with compliance management using real-time data to maintain continuous, compliant insurance coverage.

FintechInsurTechSaaSSydney, AU

Peter Teresi(Co-Founder & Chief Executive Officer)inRob Blanchette(Co-Founder)inThierry Bonfante(Chief Product Officer)inRichard Magrann-Wells(Chief Regulatory & Compliance Officer)inMATTHEW PERLMAN(Director)TOBIAS WALTER(Director)in

Co-investorsCameron VenturesIA Capital GroupNycaNyca PartnersCofounders Capital

Cherrywithcherry.com

Cherry is a point-of-sale financing platform that enables healthcare practices to offer patients buy-now-pay-later payment plans with instant approval and competitive rates.

FintechHealthtechSaaS

Felix Steinmeyer(Founder)in

Co-investorsAbstract VenturesCore Venture CapitalDCM VenturesVillage GlobalInertia Ventures

Cherrystartcherry.cominDefunct

Cherry offers a workplace perks platform that lets employees pick their own consumer-service benefits (such as Netflix, Spotify, ClassPass, or Lyft) which their employer then covers.

Enterprise SoftwareFintechFuture of WorkHR TechMarketplacesSaaSSan Francisco, US

Gillian OBrien(Founder)inEmily OBrien(Founder)inCharles Mourani(Founder)Felix Steinmeyer(Founder)Travis VanderZanden(Founder)in

Co-investorsY CombinatorAbstract VenturesCore Venture CapitalDCMDCM VenturesProductive Ventures+1 more

Chimneychimney.ioinAcquired

A property data platform that matches customer lists to properties and enriches them with valuations, equity insights, and predictive analytics to support targeted lending offers and engagement.

Data & InfrastructureFintechMarketing TechPropTechSaaS

Co-investorsConverge

Circlecircle.gsinApr 2022

Sort Express is a 3D puzzle game where players organize, match, and clear real-world objects across progressively harder levels.

Gaming

Co-investorsAPY VenturesPlay VenturesTIBAS Venturesa16z cryptoBlackRockCastlelake Pte. Ltd.

Compra Rápidacomprarapida.coinSeed

Compra Rápida provides a checkout optimization platform for e-commerce retailers that increases conversion rates and payment approval rates.

E-commerceEnterprise SoftwareFintechRetail TechSão Paulo, BR

Mario Marcoccia(Founder)inRafael Gibelli

Co-investorsOlive Tree CapitalPioneerSoma CapitalVerve CapitalY CombinatorACE & Company+6 more

Cymphonycymphony.ioSep 2026 · $30M

Cymphony is an AI-native, agentless security platform that maps identities, data, access, and activity across an organization through its Workforce Security Graph to help security teams detect and remediate risks tied to enterprise AI adoption.

AI & Machine LearningCybersecurityEnterprise Software

Co-investorsSequoia Capital

DailyPaydailypay.comin𝕏

DailyPay provides on-demand pay solutions that allow employees to access their earned wages before traditional paycheck cycles, serving employers and workers seeking greater financial flexibility.

Enterprise SoftwareFintechFuture of WorkHR TechSaaSNew York, US

Nelson Chai(Chief Executive Officer)inDeepa Subramanian(Chief Financial Officer)inAndrew Brandman(Chief Operating Officer)inPoulomi Damany(Chief Product Officer)inDavid Dyar(Chief Technology Officer)Jared DeMatteis(Chief Legal & Strategy Officer)in

Co-investors1/1 CapitalAccess Technology VenturesAnthem Venture Management, LlcCarrick Capital PartnersCollective LiquidityEmpede Capital+18 more

Diagramdiagram.vcinMar 2025 · $15M

Diagram is a venture capital firm that takes a thesis-driven approach to early-stage investing, focusing on fintech and climate tech companies in North America.

Climate TechEnterprise SoftwareFintech

Paul Desmarais III(Co-Founder & Chairman)in

Co-investorsGarage Capital

Entrioentrio.ioinNov 2023

Entrio provides a continuously updated catalog of technology vendors, solutions, and services that maps the global technology landscape to a company's portfolio, enabling visibility and informed decision-making across software, hardware, open source, and IT services.

AI & Machine LearningData & InfrastructureEnterprise SoftwareSaaSNew York, US

Moises Cohen(Founder)in

Co-investorsAmerican Family VenturesCommunitas Capital PartnersSelah VenturesAlicorn Venture PartnersBNY MellonVintage Investment Partners

FairPlayfairplay.aiin𝕏

FairPlay applies AI to consumer loan underwriting to help lenders assess hard-to-score borrowers and improve financial inclusion.

AI & Machine LearningFintechSaaS

Kareem Saleh(Founder & CEO)inJohn Merrill(Co-Founder & CTO)inAdrian Lai(VP of Marketing & Growth)inAbby Hogan(SVP of Legal Affairs)inMark Jones(VP of Engineering)Patrick Cadic(COO)in

Co-investorsCross River Digital VenturesFinancial Venture StudioInfinity VenturesNazcaNevcaut VenturesNyca+5 more

Figurefigure.comin𝕏Feb 2025

Figure is a lending platform that offers residential and commercial loan products including home equity lines of credit, cash-out refinances, DSCR loans, and crypto-backed loans for borrowers.

AI & Machine LearningCrypto & Web3FintechCharlotte, US

Mike Cagney(Co-Founder, Executive Chairman)inJune Ou(Co-Founder, Advisor, Board Member)inJin Woo Park(Executive Officer, Director)Michael Tannenbaum(CEO)

Co-investorsAAF Management Ltd.Alpha Square GroupB3 CapitalBezos ExpeditionsBlockchange VenturesBlue Lion+31 more

FiVerityfiverity.comin𝕏

FiVerity offers an AI-native platform that shares and connects fraud and anti-money-laundering (AML) intelligence across financial institutions, fintechs, crypto platforms, and regulators to detect and prevent financial crime.

AI & Machine LearningCybersecurityFintechBoston, US

Michele Giovenelli(Executive Officer)inMeghan Sutherland(Executive Officer, Director)in

BoardAdrian Mendoza(Director)inJohn Clausen(Director)Douglas A. Levin(Director)Debra Danielson(Director)

Co-investorsMendoza VenturesService Provider Capital

FNZfnz.comin𝕏

FNZ provides a technology platform for wealth management, serving financial institutions and their end investors.

Enterprise SoftwareFintechSaaSLondon, GB

Adrian Durham(Non-Executive Founding Director)inStephen Welch(Executive Group Chair and Interim Group CEO)

Co-investorsCPP InvestmentsGeneral AtlanticMotive PartnersTemasekH.I.G. CapitalH.I.G. Growth Partners+3 more

Fortfort.cxin𝕏Seed

Fort makes strength training wearable devices.

ConsumerHardwareHealthtechSan Francisco, US

Miranda Nover(CEO)inPaul Schneider(CTO)inZac Valles(Founder)inJakob Marrone(Founding Engineer)

Co-investorsPatronTheory Forge VenturesXSLA VenturesY CombinatorAfore CapitalBanana Capital+4 more

Fuellgetfuell.comin𝕏Jul 2022Acquired

Factorial is an AI-powered business management platform that automates and centralizes HR and administrative tasks for companies.

AI & Machine LearningEnterprise SoftwareFintechHR TechSaaSMadrid, ES

Eduardo Ortiz de Lanzagorta Gonzalez(Founder)inBernart Farrero(Founder)Jordi Romero(Founder)Daniel Seijo(Chief Strategy Officer)

Co-investorsFJ LabsKfundTheVentureCityY CombinatorWayra

GovPortgovport.comJul 2024 · $2.8MAcquired

GovPort provides contract management software for government contractors, helping them manage federal contracts and win business opportunities.

Enterprise SoftwareGovTechSaaS

Brendon DiBella(Founder)Tonio DeSorrento(Founder)

Co-investorsHumba VenturesNextGen Venture PartnersPruVen Capital PartnersQED InvestorsCambrian VenturesSusa Ventures

Greenlightgreenlight.comin𝕏Sep 2026

Greenlight offers a debit card and mobile app for children that enables parents to set spending limits, automate chores and allowance management, and monitor transactions in real-time.

ConsumerFintechAtlanta, US

Johnson Cook(Co-founder & President)inTim Sheehan(Co-founder & CEO)in

BoardAlex Baker(Director)Gardiner Garrard(Director)inChris Olsen(Director)inNeil Underwood(Director)in

Co-investorsAlly VenturesAndreessen HorowitzBond Capital ManagementCanapi VenturesCurql Collective, LLCDrive Capital+21 more

Harmonyuseharmony.aiJul 2026 · $34M

Harmony provides agentic automation for healthcare patient intake operations, working inside existing tools like EHR systems, fax, mail, and payer portals to process referrals, extract documents, and handle repetitive intake tasks.

AI & Machine LearningHealthtechSaaS

Co-investorsBetter CapitalHitachi VenturesLightspeed Venture PartnersOperator Partners

Healtheehealthee.comin𝕏Apr 2025 · $50M

Healthee provides an AI-powered health plan comparison platform that helps employees select appropriate insurance coverage during open enrollment based on their family needs and healthcare priorities.

AI & Machine LearningDigital HealthEnterprise SoftwareHealthtechHR TechInsurTechSaaS

Guy Benjamin(Founder)inDr. Elad Ofir(Founder)in

Co-investorsGlilot Capital PartnersGood GroupGroup 11Invariantes FundKey1 CapitalSamsung Next

JumpWirejumpwire.ioin𝕏SeedAcquired

JumpWire provides data access control software that sits between applications and databases to identify and restrict access to sensitive fields based on organizational policies.

CybersecurityEnterprise SoftwareNew York City, US

Ryan Cooke(Founder)inWilliam Huba

Co-investorsFjor FoundersY CombinatorPeterson Venture Partners

Kardgetkard.comin𝕏

Kard provides transaction data and insights from millions of consumers to advertisers and financial institutions, enabling banks and card issuers to understand shopping behavior across consumer wallets while offering customizable API integrations.

AdTechAI & Machine LearningData & InfrastructureFintechMarketing TechNew York City, US

Ben Mackinnon(CEO)in

Co-investorsNucleus Adventure CapitalTechstarsUnderscore VCFounders FutureTiger Global Management

Kenobikenobi.aiinSeed

Kenobi customizes website landing pages for individual visitors by inserting personalized content through a single code snippet, using AI to generate visitor-specific messaging and improve conversion rates.

AI & Machine LearningEnterprise SoftwareSaaSSales TechLondon, GB

Christopher Mjelde(Founder)inRory McMeekin(Founder)inKenley Tomlin(Founding Engineer)james arnott(Full stack engineer)

Co-investorsY CombinatorClimate CapitalCollaborative FundCorrelation VenturesUnpopular Ventures

Koxakoxa.ioinDec 2021

Koxa provides integration software that enables corporate treasury teams to initiate payments and access reconciliation data from their banks directly within their accounting software, eliminating manual data entry and switching between systems.

Enterprise SoftwareFintechSaaSNew York, US

Conner Mulvee(Co-Founder | CEO | Board Member)inCamellia George(Co-Founder | CTO | Board Member)inDelano McFarlane(Director)in

BoardDavid Silverman(Director)in

Co-investorsAlumni VenturesClocktower VenturesCrosslink CapitalBlumberg CapitalGradient Ventures

Laikalaika.comNov 2022 · $50M

LatAm e-commerce platform for pet products and services.

Camilo Sanchez(Founder)inMANUELA SANCHEZ(Founder)inManuela Sanchez Villamarin(Founder)Phil Knight(Founder)TULIO JIMENEZ(Founder)inWill Vinton(Founder)

Co-investorsJam FundSoma CapitalBain CapitalBain Capital VenturesCanapi VenturesCentana Growth Partners+5 more

Laikaheylaika.comNov 2022 · $50M

Thoropass pairs a licensed audit firm with an AI-powered platform that maps controls, identifies gaps, and organizes compliance evidence in real time.

AI & Machine LearningCybersecuritySaaS

Co-investorsBVP InvestorsNat TurnerWormhole CapitalCanapi VenturesCentana Growth Partners

Lama AIlama.aiinJun 2026

Lama is an AI-native commercial lending platform for banks and credit unions, automating the full range of business lending (SBA, C&I, CRE) and deploying alongside a lender's existing systems.

AI & Machine LearningFintechSaaS

Omri Yacubovich(CEO & Co-Founder)inRan Magen‏(Founder)in

Co-investorsHetz VenturesSixThirty VenturesViola VenturesAtomicoBlossom CapitalEJF Ventures+2 more

Liminalliminal.aiin𝕏

Liminal provides a security-first platform that enables regulated enterprises to safely deploy and govern generative AI across their organization, with multi-model access, data protection, and cost efficiency.

AI & Machine LearningCybersecurityEnterprise Software

Aaron Bach(CTO + Co-Founder)inSteven Walchek(Founder)inMahin Gupta(Founder)

Co-investorsDraper AssociatesElevation CapitalFlorida FundersFramework Venture PartnersGood Growth CapitalHelios Climate Ventures+8 more

Liminallmnl.appin𝕏Jun 2024

Liminal is a custody and wallet infrastructure platform for institutions, offering wallet-as-a-service, an automation engine, institutional staking, and bank-grade digital asset custody with built-in compliance tools.

Crypto & Web3CybersecurityFintech

Co-investorsBalaji SrinivasanSandeep NailwalBetter CapitalElevation CapitalMatchstick VenturesWoodstock Fund+10 more

Luminarywithluminary.cominSep 2026 · $22M

Luminary builds AI-powered software that helps wealth, legal, and tax advisors manage trust and estate planning by automating data extraction from documents and enabling modeling, visualization, and reporting of tax-efficient wealth transfer strategies.

AI & Machine LearningEnterprise SoftwareFintechSaaSNew York, US

David Barnard(Co-founder)inJoe Lonsdale(Co-founder)inIan Lyons(Founder)inWesley Friedman(Director)

Co-investors2.12 Angels8VCGaingelsLightbankGilgamesh VenturesSutter Hill Ventures+1 more

MaC Venture Capitalmacventurecapital.comin𝕏Apr 2026 · $16M

MaC VC is a venture capital firm that invests in founders building transformative, category-defining companies across technology, entertainment, and finance sectors.

Sector Agnostic

Marlon Nichols(Managing General Partner)in

Co-investors100 Black Angels & Allies FundAtento CapitalSur Ventures

Machine Covermachinecover.com

Machine Cover offers a parametric insurance product that pays a fixed $10,000 payout when a US weather station within 20 miles of a policyholder's house records wind speeds exceeding 100 mph.

FintechInsurTechManchester, US

Inder-Jeet Gujral(Executive Officer, Director)

Middlewaremiddleware.ioin𝕏Seed

Middleware is a cloud observability platform that integrates logs, traces, and metrics to help organizations identify and resolve infrastructure issues rapidly.

AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US

Laduram Vishnoi(Founder)inZach MichelJeff Cestra(Head of Sales)Felipe Aragao

Co-investorsAttack CapitalBeat VenturesBegin CapitalGaingelsOlive Tree CapitalTRAC (Third Round Analytics Capital)+9 more

MoneyKitmoneykit.comAcquired

MoneyKit provides a developer toolkit — native SDKs (iOS, Android, Web, React Native) and a universal API — for connecting applications to over 15,000 banks, cards, and financial accounts using open banking and data aggregators.

Data & InfrastructureDeveloper ToolsFintech

Co-investorsThird Prime

Navronavro.comin𝕏Pre-Seed · Oct 2022 · $6M

Navro provides payment infrastructure for cross-border payroll, handling salary, statutory, and tax payments through a single API or file-based flow across 200+ territories and 130+ currencies.

Data & InfrastructureEnterprise SoftwareFintechHR TechSaaSLondon

Aran Brown(Founder)inEddie Harrison(Founder)inNeil Kinnon(Chief Product Officer)inJames Deane(Executive Officer)inKelly Hartman(Executive Officer)inMark O'Meagher(CTO)in

Co-investorsBain Capital VenturesBetter Tomorrow VenturesClocktower VenturesMotive PartnersSignalRankUnusual Ventures+1 more

Netominetomi.comin𝕏Series A · Apr 2026 · $110M

Netomi AI builds artificial intelligence for automating customer care and support for large consumer brands.

AI & Machine LearningEnterprise SoftwareMarketing TechSaaSSan Francisco, US

Puneet Mehta(CEO)inNicholas Bruno(Senior Recruiter)Anant Verma(Head of Enginering)Michael Kahn(Vice President Sales)Can Ozdoruk(Vice President Marketing)Shilpi Sardana(Head of People Ops (India Labs))

Co-investorsY CombinatorIndex VenturesAdvancit CapitalBare VenturesBowery CapitalBoxGroup+14 more

OneVestonevest.comin𝕏Jan 2025 · $20M

OneVest provides an AI-native operating system platform for wealth management that integrates fragmented legacy systems, enabling financial firms to operate with greater speed, control, and scale.

AI & Machine LearningEnterprise SoftwareFintechToronto, CA

Jakob Pizzera(Founder)inAmar Ahluwalia(Chief Executive Officer)in

Co-investorsAAF Management Ltd.FJ LabsHarvest Venture PartnersLuge CapitalNAventuresOMERS Ventures+5 more

Onfidoonfido.comApr 2020

Identity verification technology using photo-based ID documents, selfies, and AI.

London

Husayn Kassai(Founder)inRuhul Amin(Founder)inRuhul Amin OBE(Founder)inEamon Jubbawy(Founder)Lila Tretikov(Director)David Clarke(Executive Officer, Director)

Co-investorsAcequia Capital (AceCap)AfterWork VenturesAugmentum FintechBY Venture PartnersForgePoint CapitalPhoenician VC+10 more

Onyxonyx.appin𝕏SeedAcquired

Onyx is an open-source application platform for large language models that enables teams to leverage any LLM while maintaining data transparency and customization.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareFuture of WorkSaaSSan Francisco, US

Yuhong Sun(Founder)inChris Weaver(Founder)inAsaf Avidan Antonir(Founder)Gil Elbaz(Founder)James Sha(Founder)Maxim Bar Kogan(Founder)

Co-investorsY CombinatorFirst Round CapitalKhosla VenturesEight CapitalPioneerAfore Capital+2 more

Opto Investmentsoptoinvest.comin𝕏

Opto builds an end-to-end platform for wealth managers to construct, fundraise for, and manage private market investment programs.

Enterprise SoftwareFintechSaaSNew York City, US

Joe Lonsdale(Founder)inJacob Miller(Founder)inMatt Reed(Co-Founder, Chief Technology Officer)in

Co-investors8VCBrave CapitalBrewer Lane VenturesClocktower VenturesZarco Investment GroupSilicon Valley Data Capital

Pactpactfi.comin

Pact focuses on private credit, a higher-yielding segment of the lending market.

AI & Machine LearningEnterprise SoftwareFintechSaaSNew York City, US

Emma Zhang(Founder)in

Co-investorsNeotribe VenturesVestigo VenturesWatertower Ventures Management, Llc

Parchaparcha.aiin𝕏Aug 2023 · $5M

Parcha builds AI agents that automate compliance workflows for financial institutions, including customer due diligence, document verification, and reducing false-positive alerts.

AI & Machine LearningEnterprise SoftwareFintechSan Francisco, US

AJ Asver(Founder)inMiguel Rios-Berrios(Founder)in

Co-investorsInitialized CapitalKindred VenturesCapitalXComma CapitalPropel Venture Partners

Pipepipe.comin𝕏Apr 2026 · $16M

Pipe provides working capital and financial tools to small and medium-sized businesses through integrations with software platforms they use daily.

Enterprise SoftwareFintechSaaSSan Francisco, US

Josh Mangel(Founder)inClaurelle Rakipovic(Chief Executive Officer)inVijay Vachani(Chief Operating Officer)inJin Han(Chief Administrative Officer)inNate Wiger(Chief Product & Technology Officer)inAnna Moghaddam(VP, Head of People)in

Co-investors1/1 Capital515 VenturesAltra VentureAngel Collective Opportunity FundAnthemis VentureBeyond Capital+44 more

Playterplayter.co

Playter provides business financing for SMEs in the UK, using Open Banking to offer funding that can be accessed within 24 hours.

Enterprise SoftwareFintechSaaS

Co-investors1818 Venture CapitalAct Venture CapitalACT Venture CapitalGaingelsRLC VenturesW11 Capital

Pliantgetpliant.comin

Pliant offers payment infrastructure enabling businesses to issue physical and virtual credit cards, monitor expenditures, and integrate payment data with their existing finance systems.

Enterprise SoftwareFintechSaaSBerlin, DE

Malte Rau(Founder)inFabian Terner(Founder)inAlex Korotkikh(Founder)Malte Rau Fabian Terner(Founder)

Co-investorsAlstin CapitalE Nugget Ventures UG (Haftungsbeschränkt)Felix JahnFirst MomentumMolten VenturesMotive Partners+10 more

Pontoropontoro.com

Pontoro is a fintech platform that provides an Automated Liquidity Pool (ALP) for private asset managers, enabling them to raise capital by offering investors enhanced liquidity while managing secondary transactions.

FintechMountain View, US

Antonio Vitti(CEO & Co-Founder)Antonio V.(Founder)inRobert (Bob) Dewing(Founder)inVikram Dhingra(Director)

BoardClint Korver(Director)inImran Kizilbash(Director)in

Co-investorsAlumni VenturesBloccelerate VCNeva Sgr.Ulu VenturesW11 CapitalIlluminate Financial+2 more

Poolsidepoolside.aiOct 2024 · $500M

Poolside builds open-weight foundation models and agentic coding models, including the Laguna family, along with the systems and infrastructure needed to train, refine, and improve these models.

AI & Machine LearningDeveloper Tools

Jason Warner(Founder)inEiso Kant(Founder)Jason Warner Eiso Kant(Founder)

Co-investors20VC7GC & CoAbstraction CapitalB Capital GroupB4 CapitalBain Capital Ventures+28 more

Portão 3portao3.com.brinSeed

Portão 3 (P3) is a Brazilian fintech that issues unlimited virtual and physical cards for businesses, with real-time spending controls and category-based limits.

Enterprise SoftwareFintechSaaSUberlândia, BR

Fernando Nery(Founder)inBianca Pereira(Founder)Fernando Nery Bianca Pereira(Founder)Fernando Nery Filho(Founder)

Co-investorsY CombinatorBetter Tomorrow VenturesFlexportKleiner PerkinsPareto HoldingsPeterson Venture Partners+2 more

Project Elevenprojecteleven.comJan 2026 · $20M

Project Eleven builds post-quantum cryptography and migration tooling for Bitcoin, Ethereum and other digital asset networks.

Co-investorsAmbush CapitalCastle Island VenturesCoinbase VenturesLattice CapitalQuantonationVariant Fund+2 more

PTO Exchangeptoexchange.comin

PTO Exchange is a patented, IRS-compliant platform that allows employees to convert the value of unused paid time off into retirement savings, emergency funds, student loan repayments, health savings, charitable donations, and other financial benefits at no cost to employers.

FintechHR TechSaaSUnited States, US

Co-investorsAllied Venture PartnersForefront VentureGaingelsSpringTime VenturesWestRiver GroupTTV Capital

Quiloquilosolutions.com

Qoosh Technologies builds a transparently priced, compliant platform that lets community banks and credit unions offer lending and investment products to their customers, with the aim of addressing financial inequality.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Boris Fuzayloff(Co-Founder & CEO)Don Shafer(Co-Founder)

Refinejoinrefine.ioinNov 2023 · $13M

Refine (joinrefine.io) is an AI-powered visual search and recommendations platform for e-commerce—not the YC open-source Refine.dev framework.

New York, US

Artem Demidov(Co-Founder & CTO)inDashell Flynn(Co-Founder & CEO)in

Co-investorsBlank Ventures500 Emerging EuropeGlilot Capital PartnersGround Up VenturesIstanbulSenovo+2 more

Refine Intelligencerefineintelligence.cominNov 2023 · $13M

Refine Intelligence provides an automated fraud alert resolution platform that verifies customer intent through automated multi-channel outreach, reducing alert investigation time from minutes to under a minute.

AI & Machine LearningCybersecurityFintech

Co-investorsGlilot Capital PartnersSyn Ventures Seed Management LlcGround Up Ventures

Relativity 6relativity6.comApr 2022 · $5.3M

Relativity6 provides data aggregation, enrichment, and verification services for underwriters to support risk pricing and assessment.

AI & Machine LearningData & InfrastructureEnterprise SoftwareInsurTechCambridge, US

Alan Ringvald(Executive Officer, Director, Promoter)inAbraham Rodriguez(Director, Promoter)

Co-investorsCapria VenturesCortado VenturesHOLT Xchange / Holdun Family OfficePlug and Play VenturesAngel Ventures MexicoVectr Ventures

Rosalyrosaly.comin𝕏Sep 2022

Rosaly offers a financial wellbeing platform that lets employees access earned wage advances and automates the handling of salary advances for HR teams.

FintechHR TechSaaS

Arbia SMITI(Founder)in

Co-investorsAUDEO VENTURESAuxxoClocktower VenturesFJ LabsHaymaker VenturesSie Ventures+2 more

Salt Labssaltlabs.comPre-Seed · Dec 2023 · $8Macquired by chimebank-ar21

Workplace loyalty program rewarding the modern workforce; acquired by Chime.

New York, US

BoardLogan Allin(Director)inRobert Law(Director)Jason Lee(Executive Officer, Director)in

Co-investorsAnthem Venture Management, LlcThird Prime

SamCartsamcart.comin𝕏

SamCart offers an e-commerce platform focused on optimizing checkout and product sales pages for online sellers and direct-to-consumer businesses.

Creator EconomyDirect to ConsumerE-commerceMarketing TechSaaSFulton, US

Brian Moran(Founder)inScott Moran(Founder)inJUSTIN SMITH(Executive Officer)in

BoardKUNAL ARORA(Director)SEAN BANKS(Director)inHAROON MOKHTARZADA(Director)in

Co-investorseGateway CapitalArdent VentureEldridgeTTV Capital

Sanlosanlo.ioinJun 2022

Sanlo provides monetization and payment infrastructure for game developers and publishers, including a D2C web shop builder, web checkout, and native Unity checkout to accept payments across web shops, web games, and alternative app stores.

E-commerceFintechGamingSaaS

Olya Caliujnaia(Founder)William Liu(Founder)

Co-investorsGFR FundIndex VenturesChemistryGokul RajaramLondon Venture PartnersPortag3 Ventures+2 more

Scaleup Financescaleup.financein

Scaleup Finance delivers professional investor and board reporting services for startups and growing companies, combining financial data aggregation with expert CFO oversight to produce monthly board-ready reports.

Enterprise SoftwareFintechSaaS

Co-investorsClocktower VenturesCrowberry CapitalInveready Technology Investment GroupMorph CapitalSeed XWestern Technology Investment

Selfbookselfbook.comin𝕏

Selfbook provides a hotel booking platform optimized for mobile and last-minute reservations, enabling hoteliers to accept direct bookings with support for digital wallet payments.

FintechSaaSTravel & Hospitality

Khalid Meniri(Founder)

Co-investorsAbstract VenturesBetter Tomorrow VenturesTenOneTen VenturesValia VenturesVeridical Ventures9Yards Capital+5 more

Sequencesequence.film

Sequence is a cloud-based post-production suite offering real-time collaborative editing, color, mixing, and review for film production teams.

Cloud ComputingMedia & EntertainmentSaaS

Eamon Jubbawy(Founder)Eugene Danilkis(Founder)Gilad Uziely(Founder)Lucas McGartland(Founder)Oona Rokyta(Founder)Or Uziely(Founder)

Co-investorsGolden VenturesPenny Jar Capital Venture645 VenturesActive CapitalAlephARC VENTURES+3 more

Setscalesetscale.comin𝕏May 2023

Setscale provides purchase order financing and non-dilutive capital to US-based startups and SMBs that sell physical products to domestic buyers, serving industries such as CPG, apparel, health and wellness, medical, and manufacturing.

Enterprise SoftwareFintechLogistics & Supply Chain

Daniel Fine(Founder & CEO)in

Co-investorsEthos VCFlucas VenturesRed Beard VenturesThe MBA FundEthosGreat Oaks Venture Capital+2 more

Sound.xyzsound.xyzinFeb 2026 · $58MDefunct

Sound was a music platform for artists and collectors to mint and collect music onchain; the platform is now offline as of January 2026, with all collected music and metadata preserved on decentralized storage.

Creator EconomyCrypto & Web3

David Greenstein(Founder)inMatt Masurka(Founder)Vignesh Hirudayakanth(Founder)

Co-investors6529 CapitalA.Capital Venturesa16z cryptoAndreessen HorowitzArchetypeCoinbase Ventures+10 more

Standard Metricsstandardmetrics.ioin𝕏

Standard Metrics provides portfolio management and analysis software for investors, enabling automated data collection, centralized storage, and AI-powered insights across venture-backed companies.

AI & Machine LearningEnterprise SoftwareFintechSaaS

John Melas-Kyriazi(Founder)inDeny Khoung(Founder)Kevin Hsu(Founder)

Co-investors8VCAdapt VenturesAlpha EdisonBroom VenturesFirst Trust Capital PartnersGaingels+19 more

Sumupsumup.comin𝕏Dec 2023

SumUp provides card readers and payment solutions such as invoices, gift cards, and payment links aimed at small merchants and businesses that are underserved by traditional banks.

FintechHardwareRetail TechSaaSLondon, GB

Victor HoinDaniel Klein(Founder)Jan Deepen(Founder)Marc-Alexander Christ(Founder)Petter Made(Founder)Stefan Jeschonnek(Founder)

Co-investorsAlexander Geza Marcus PejacsevichAnya Capitalb2ventureBain Capital Tech OpportunitiesDaniel GutenbergDiscovery Ventures III Gmb H & Co. KG+20 more

Syncterasynctera.comin𝕏Series A · Jun 2021 · $33M

Synctera offers a banking-as-a-service platform with a single set of APIs covering core banking, card processing, money movement, and end-user onboarding, so companies can build fintech and embedded finance products.

Developer ToolsEnterprise SoftwareFintechSaaSPalo Alto, US

Peter Hazlehurst(Executive Officer, Director)in

BoardLogan Allin(Director)inFrederic Latreille(Director)inWilliam Kohler(Director)Ansaf Kareem(Director)inYvette Butler(Director)

Co-investorsDiagramEvolution VenturesFlucas VenturesGaingelsLightspeed Venture PartnersMana Ventures+11 more

Talostalos.comin𝕏

Talos provides white-label cryptocurrency trading infrastructure and technology for retail investment platforms and digital asset brokerages.

Crypto & Web3Data & InfrastructureFintechSaaS

Anton Katz(Founder)inEthan Feldman(Founder)

Co-investors10SQ Capital (TenSquared)a16z cryptoAndreessen HorowitzBlockchain CoinvestorsCastle Island VenturesCoinbase Ventures+17 more

Ternaryternary.appin𝕏Oct 2023 · $12M

Ternary provides finance-owned data infrastructure that consolidates AI, SaaS, cloud, and on-premise technology spend into a single ledger mapped to GL codes and ERP systems, with attribution and ROI tracking.

Enterprise SoftwareFintechSaaSSan Mateo, US

Joshua Kwan(Founder)inSasha Kipervarg(Founder)in

Co-investorsGaingelsGreat Oaks Venture CapitalMana VenturesNeva Sgr.Oceans VenturesRiverPark Ventures+1 more

Thoropassthoropass.comin𝕏

Thoropass provides compliance automation software paired with in-house auditors and experts to help companies achieve and maintain security and compliance certifications across one or multiple frameworks.

AI & Machine LearningCybersecurityEnterprise SoftwareSaaS

Sam Li(Founder)inEva Pittas(Founder)inAustin Ogilvie(Founder)in

Co-investorsBain Capital VenturesCanapi VenturesCentana Growth PartnersCentana PartnersNycaNyca Partners+2 more

Trovatatrovata.ioin𝕏Nov 2018

Trovata provides a cloud-native platform that connects to banks via open banking APIs and SWIFT to standardize financial data and deliver cash visibility, AI-driven insights, and automated treasury workflows.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechSaaSSan Diego, US

Brett Turner(Executive Officer, Director, Promoter)inJoseph Drambarean(CTO)inCatrina Zhang(CFO)inJUSTIN BRIMFIELD(Director)ANDY OBERST(Director)TIM MURPHY(Director)

Co-investorsFINTOP CapitalAYANA Capital LLCState StreetWells Fargo Strategic Capital

TruckSmartertrucksmarter.comin𝕏Sep 2022 · $25M

TruckSmarter provides truck drivers and small carriers with a unified platform for freight discovery, market insights, fuel savings, and business operations.

B2B MarketplacesLogistics & Supply ChainSaaSSan Francisco, US

Daniel Kao(Founder)in

Co-investorsAndreessen HorowitzBain Capital VenturesFJ LabsRecall CapitalBain CapitalFounders Fund+1 more

Truewindtruewind.aiin𝕏Series A · Dec 2024 · $13M

Truewind automates transaction coding, reconciliation, and close management for accounting teams by converting bank statements and workpapers into GL-ready journal entries and audit-ready schedules.

AI & Machine LearningEnterprise SoftwareFintechSaaSSan Francisco, US

Alex Lee(Founder)inTennison Chan(CTO)inJina Kim(Director of Customer Success)Greg Konush(Founding Engineer)Renato Menegasso(Founding Engineer)Kathy Cardozo(Head of Recruiting)

Co-investorsBeat VenturesFellowsMyAsiaVCPathlight VenturesRho VenturesScrum Ventures+18 more

Turbine Financeturbine.coinApr 2025 · $22M

Turbine provides financing that lets venture capital firms and their limited partners borrow against fund positions and carried interest instead of selling them, giving GPs and LPs access to liquidity while retaining ownership.

Fintech

Mike Hurst(Founder & CEO)in

Co-investorsAlpha EdisonTTV CapitalB Capital GroupB4 CapitalEvolution VenturesStartX+6 more

Unqorkunqork.comin𝕏

Unqork provides a low-code/no-code platform that helps enterprises in financial services, insurance, and healthcare build and manage complex software systems with governance, security, and transparency.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSNew York, US

Gary Hoberman(Founder & CEO)inAlex Schmelkin(Executive Officer)inBassam Chaptini(Executive Officer)inDavid Sullivan(Executive Officer)in

Co-investorsBlue CollectiveCapitalGEQUIAMG SquaredIrregular ExpressionsMarch Capital Partners+14 more

Vellum Insurancevelluminsurance.comin

Vellum is an AI-native platform that ingests insurance data from multiple sources, standardizes it through automated validation and normalization, and provides portfolio intelligence to underwriting, claims, and finance teams.

AI & Machine LearningData & InfrastructureInsurTech

Julianna Muir(CEO)inJohn Cappiello(CTO)inPaul Toomath(Head of Product and Operations)in

Co-investors1Sharpe VenturesAcrew CapitalFlourish VenturesVera Equity

Vestwellvestwell.comin𝕏Jul 2025 · $130M

Vestwell operates a cloud-based platform for administering workplace savings and benefits programs such as retirement plans, tuition reimbursement, emergency savings, and student loan repayment tools.

Enterprise SoftwareFintechHR TechSaaSNew York, US

Aaron Schumm(Founder)inDavid Sheen(Executive Officer)inAllison Brecher(Executive Officer)in

BoardJustin Overdorrf(Director)Logan Allin(Director)inRana Yared(Director)in

Co-investorsBlue Owl CapitalCommerce VenturesDuke Capital PartnersF-Prime CapitalFinTech CollectiveLightspeed Venture Partners+7 more

VRGLvrglwealth.comin𝕏Aug 2022

VRGL develops a technology platform for wealth management firms to manage client acquisition, engagement, and retention.

Enterprise SoftwareFintechSaaSNew York, US

Kyle Zasky(CEO)inJosh Zimmerman(CTO)inRyan Howard(Executive Officer)inJoshua Smith(Executive Officer, Director)Whitney Weaver(Executive Officer)

BoardRick Kushel(Director)in

Co-investorsFINTOP CapitalFlyover CapitalMissionOG

Wholesailpaywholesail.cominDec 2021

Wholesail provides a billing and payments platform for buyers and sellers in the wholesale industry, enabling payments and order processing.

B2B MarketplacesEnterprise SoftwareFintechFoodTechSaaSLos Altos, US

Eli Chait(CEO)inNathaniel Elijah Chait(Executive Officer, Director, Promoter)Corey Layne Reese(Executive Officer, Director, Promoter)inMichael Dodson(Director)

BoardRyan McIntyre(Director)in

Co-investorsBowery CapitalFoundryHigh AlphaThomvest VenturesUlu VenturesGeneral Partnership

Witness aiwitness.aiinJan 2026 · $58M

WitnessAI builds an AI-native security platform that helps enterprises protect and accelerate their AI adoption across evolving AI tech stacks.

AI & Machine LearningCybersecurityEnterprise SoftwareMountain View, US

Rick Caccia(Founder)inGil Spencer(Founder)inTodd Chronert(Chief Revenue Officer)inStephanie Gilliam(SVP Marketing)inDan(Chief Product Officer)inMark Sierra(Chief Financial Officer)in

Co-investorsBallistic VenturesArtisanal VenturesB3 CapitalForgePoint CapitalGV (Google Ventures)Qualcomm Ventures+2 more

YieldXyieldx.app𝕏acquired by FNZ · Jan 2023

YieldX (now acquired by FNZ) provided fixed income portfolio management technology for financial institutions, advisors, and their clients.

AI & Machine LearningFintechSaaS

Co-investorsRaptor Group

YourStakeyourstake.org

YourStake provides AI-powered software for financial advisors and RIAs, including tools for portfolio analytics, statement extraction, meeting notes, automated proposal generation, and values-based/ESG investing analysis.

AI & Machine LearningFintechImpact & Social GoodSaaS

Gabe Rissman(CEO)Patrick Reedin

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Pipe TechnologiesROTOMAIRE, INC.ArrayBig TicketBiteBoldinBoostBraintrustBridge MarketplaceCarefullChimeConduitDiadiaEmbedFriday FinanceFunnelHighlineHoldingsHummingbirdInfrasIronmistMaxwellMetropolisMnemonicMojoNumbrsOpenYieldOpinrPLACEPollyPortaoPowerReveniSaltTapVellumVennYaspa

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.