Fundraising Fox

Nyca PartnersFull Portfolio

128 tracked investments · listed companies and verified rows first

Affirmaffirm.comin𝕏NASDAQ: AFRM

Affirm provides a point-of-sale financing platform that allows consumers to make purchases and pay over time, available online and in-store through its Affirm Card and browser extension integrations.

ConsumerE-commerceFintechRetail TechSan Francisco, US

Max Levchin(Founder & CEO)in

Co-investorsAndreessen HorowitzBattery VenturesCaffeinated CapitalClocktower VenturesCraft VenturesFelicis Ventures+13 more

Blendblend.comin𝕏NYSE: BLND

Blend offers a Consumer Banking Suite, a digital platform for banks and financial institutions to originate and process consumer lending and deposit products.

Enterprise SoftwareFintechPropTechSaaSSan Francisco, US

Nima Ghamsari(Co-founder & Head of Blend)inErin Collard(Co-Founder)inEugene Marinelli(Co-Founder)inRosco Hill(Co-Founder)inJason Ream(Head of Finance and Administration (CFO))in

BoardTimothy J. Mayopoulos(Board Member)

Co-investors8VCBallistic VenturesCanapi VenturesCoatue ManagementConversion CapitalEmergence Capital+13 more

Bouncebounceai.comin✓ verified

Bounce is an AI-powered platform for debt recovery that serves banks, fintechs, and credit unions by automating omni-channel collection workflows.

AI & Machine LearningFintechSaaS

Dan Dovrat(Founder)in

Co-investorsClocktower VenturesNycaAccelB CapitalQualcommQualcomm Ventures

CENTRLoncentrl.comin✓ verified

CENTRL provides AI-powered due diligence and response software for firms in the investment management and banking industries.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Sanjeev Dheer(Founder & CEO)inTate Haymond(Chief Revenue Officer)inChris Marino(Chief Operating Officer and Chief Financial Officer)inRupali Chopra(General Counsel)

Co-investorsSusquehanna Growth EquityBroadridgeCue BallNyca

Highfihighfi.com✓ verified

HighFi is a generative AI platform that helps lenders manage their debt capital markets and lending operations on a single system, replacing manual Excel-based workflows.

AI & Machine LearningData & InfrastructureFintechSaaSToronto, CA

Tanay Delima(Co-Founder & CEO)inJeremy Solomon(Co-Founder & Operations)Ouliana Gavrilkina(Co-Founder & Operations)

Co-investorsAbstract VenturesNyca

Savibysavi.comin𝕏✓ verified

Savi helps borrowers navigate federal student loan repayment and forgiveness programs through simplified technology and expert guidance.

AI & Machine LearningEdTechFintechHR TechWashington, D.C., US

Aaron Smith(Co-Founder)inTobin Van Ostern(Co-Founder)in

Co-investorsAlleyCorp9Yards CapitalMagnify VenturesNycaTemerity Capital PartnersAcrew Capital+2 more

Symperasympera.aiinMar 2025 · $10M✓ verified

Sympera provides AI agents that monitor business activity and convert it into prioritized actions for relationship managers at banks.

AI & Machine LearningEnterprise SoftwareFintechSales Tech

Co-investorsViola VenturesNyca

Abraabra.comin𝕏

Abra provides a digital asset platform for private and institutional clients, offering services across decentralized finance, asset management, and credit with a focus on security and regulatory compliance.

Crypto & Web3FintechSaaS

Bill Barhydt(Founder & CEO)in

Co-investorsAccelerator VenturesAngel Collective Opportunity FundArbor VenturesBlockchain CapitalDigital Currency GroupFuture Perfect Ventures+10 more

Acorns Growacorns.comin𝕏

Acorns provides automated investment services that allow users to invest in diversified portfolios of exchange-traded funds (ETFs) composed of stocks and bonds, with options including Bitcoin-linked ETFs.

FintechIrvine, US

Jeff Cruttenden(Executive Officer, Director)inWalter Cruttenden(Executive Officer, Director)inMark Dru(Executive Officer)in

BoardJim Caccavo(Director)Jay Fishman(Director)Mike Sekits(Director)

Co-investorsA-Rod CorpAnsa CapitalBlack Jays VenturesComcast VenturesConnetic VenturesDeclaration Partners+13 more

Additionadditionwealth.comin𝕏

Addition Wealth is a financial health platform for employees that provides personalized guidance and resources to help manage personal finances, reduce financial stress, and make informed financial decisions.

AI & Machine LearningFintechWellness & FitnessNew York, US

Ana Mahony(CEO & Founder)in

Co-investorsAnthemis VentureCore Venture CapitalCorrelation VenturesFinancial Venture StudioNycaRestive Ventures+1 more

Alteryaalterya.ioin𝕏

Alterya is an AI-powered fraud prevention platform (part of Chainalysis) that connects fraud signals across crypto, digital wallets, and traditional bank accounts to detect and block authorized push-payment (APP) scams before funds leave a customer's account.

Crypto & Web3CybersecurityFintech

Shahaf Gonen(Founder)in

Co-investorsNFXNyca

Aprilgetapril.comin

April provides embeddable tax filing and advisory tools that platforms serving small businesses and gig workers can offer as add-ons or bundle into premium tiers.

AI & Machine LearningFintechFuture of WorkSaaSNew York City, US

Daniel Marcous(Founder)inBen(Founder)Raj(President & COO)

Co-investorsAtento CapitalNycaQED InvestorsTranspose Platform ManagementTreasury

Ascenduseascend.comin

Ascend is a financial operations platform purpose-built for insurance agencies, wholesalers, MGAs, and carriers, combining AI-powered accounting automation, payments, and premium financing.

AI & Machine LearningInsurTechSaaS

Praveen Chekuri(Founder)in

Co-investorsBoxGroupDistributed VenturesFinancial Venture StudioMGV.VCNFPNyca+3 more

Assetaasseta.aiin𝕏

Asseta provides an intelligent suite combining team and technology services for family offices and registered investment advisors (RIAs) to support investment deal-making and portfolio management.

Enterprise SoftwareFintechSaaS

Dean Palmiter(Founder)inDaniel Kennedy(Founder)in

Co-investorsNyca

Astraastrafi.comin

Astra provides an instant payments API that enables faster fund transfers for trading platforms and financial applications.

FintechSaaS

Sam M.(Founder)in

Co-investorsChartline Capital PartnersFPVGreat Oaks Venture CapitalJetstreamNycaSlow Ventures

Astradaastrada.coin

Astrada provides an API that connects platforms directly to card networks, letting employees enroll existing personal or corporate cards through an embedded widget so structured transaction data flows to the platform at authorization or clearing.

AI & Machine LearningData & InfrastructureFintechSaaS

Salman Syed(Founder & CEO)

Co-investorsVisa VenturesCommerce VenturesNycaQED InvestorsBain Capital Ventures

Avenaven.com

Aven is a San Francisco fintech offering a home-equity-backed Visa credit card and related asset-backed consumer credit products.

Sadi Khan(Founder)inMurtada Shah(Founder)inCollin Wikman(Founder)inAlmaz Nanjappa(Founder)Jeremy Solomon(Founder)

Co-investorsCoatue ManagementElectric CapitalFounders FundGeneral CatalystGeneral PartnershipHakluyt Capital+12 more

AvidXchangeavidxchange.comin𝕏

AvidXchange provides AI-powered accounts payable software that automates invoice capture, approvals, and payments for mid-market businesses.

AI & Machine LearningEnterprise SoftwareFintechSaaSCharlotte, US

Michael Praeger(CEO & Co-Founder)inDan Drees(President)inKaren Bertaux(Executive Officer)Ross Agre(Executive Officer)inStephen Shane Turley(Executive Officer)Jaysen C. Plueger(Executive Officer)

Co-investorsBoathouse CapitalHaymaker VenturesNycaQED InvestorsSapphire VenturesSixth Street

Axoniaxoni.comin𝕏Acquired

Axoni provides a distributed ledger platform for post-trade processing and settlement in financial markets, serving institutional clients in capital markets operations.

Crypto & Web3Data & InfrastructureEnterprise SoftwareFintechSaaSNew York City, US

Greg Schvey(Founder/CEO)Jeffrey Schvey(Founder/CTO)inGreg (CEO)(Chief Executive Officer)Jeff (CTO)(Chief Technology Officer)

Co-investorsAndreessen HorowitzCoatue ManagementCommunitas Capital PartnersDCVC (Data Collective)Digital Currency GroupY Combinator+2 more

Bequestbequest.financein𝕏Jul 2023 · $2.8M

Fido Estates (Bequest) is software for estate and probate administration that automates client intake, autofills court forms and precedent letters, and generates fiduciary accounting reports, including California court-formatted ones.

FintechLegalTechSaaS

Co-investorsFinancial Venture StudioRestive VenturesMark Cuban Companies

Bequestbequest.comin𝕏

Fido Estates provides estate administration software that handles client intake, autofills court forms and precedent letters, and generates fiduciary accounting reports for probate and power of attorney matters.

FintechLegalTechSaaS

Co-investorsClocktower VenturesMark Cuban Companies

Bloomablooma.ai

Blooma provides intelligent automation software for commercial real estate (CRE) lending, automating data extraction, borrower profiling, loan scoring, and portfolio monitoring for national and regional banks, community banks, and debt funds.

AI & Machine LearningEnterprise SoftwareFintechSan Diego, US

Shayne Skaff(CEO)inTal Almog

Co-investorsCanapi VenturesAbstract VenturesBankTech VenturesCastile VenturesFloodgateNyca+1 more

BlueQubitbluequbit.ioinDec 2024 · $10M

BlueQubit provides a cloud platform and SDK for running large-scale quantum circuit simulations on managed GPU-based simulators, along with quantum machine learning algorithms.

Cloud ComputingDeep TechQuantum ComputingLos Angeles, US

Hayk Tepanyan(Director)inHrant Gharibyan(Executive Officer, Director)in

Co-investorsChaac VenturesCreative Destruction Lab (CDL)Financial Venture StudioFormula VCGranatus VenturesNyca+4 more

Brigithellobrigit.comin𝕏Acquired

Brigit is a mobile financial health app that helps low-income Americans avoid overdrafts, access emergency cash, build credit, and budget for savings.

Fintech

Zuben Mathews(Co-founder)inHamel Kothari(Co-founder)in

Co-investorsAbstract VenturesCanaan PartnersCore Venture CapitalDCM VenturesDN CapitalDreamers VC+11 more

Builtgetbuilt.comin𝕏

Built provides a cloud-based platform that connects capital, data, and workflows for real estate finance, enabling lenders, owners, developers, and contractors to fund, manage, and build projects with visibility and control across the entire lifecycle from origination to asset management.

AI & Machine LearningConstruction TechEnterprise SoftwareFintechPropTechSaaSNashville, US

Chase Gilbert(CEO)in

Co-investorsCanapi VenturesCRV (Charles River Ventures)Fifth WallHDS CapitalIndex VenturesNyca+8 more

Canopygetcanopy.comin

Canopy provides cloud-based, all-in-one practice management software for accounting firms, combining client management, CRM, document management, workflow, time and billing, engagements, and proposals with AI features.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Co-investorsHigh AlphaNew Enterprise Associates (NEA)NewView CapitalNycaAnkona CapitalArrington Capital+5 more

Canopycanopylawncare.comin

Canopy Lawn Care provides science-based residential lawn care services using natural ingredients like coffee grounds, amino acids, probiotics, and sea kelp to promote soil health and reduce reliance on synthetic fertilizers and pesticides.

AgTechCleantechConsumer

Co-investorsElevate Innovation PartnersACME CapitalArrington CapitalBorderless CapitalFenbushi CapitalHatteras Venture Partners+2 more

Canopycanopy.cloud

Canopy provides a wealth management platform that consolidates, reconciles, and analyzes assets across all major classes and custodians for family offices and wealth managers.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechSaaSSingapore, SG

Co-investorsIntegra PartnersACME CapitalTenaya CapitalVillage GlobalWest Capital

Capejoincape.ai

Cape is an AI platform that maps a team's collective relationship graph across colleagues, investors, partners, and customers to surface warm intro paths, automate warm outreach, and manage event marketing before, during, and after conferences and dinners.

AI & Machine LearningMarketing TechSales Tech

Co-investorsNycaAndreessen HorowitzPoint72 Ventures

Centripetalcentripetal.aiinJun 2014

Centripetal operationalizes global threat intelligence from thousands of feeds combined with human analysis to detect and block malicious network traffic in real time at the network edge.

AI & Machine LearningCybersecurityEnterprise SoftwareHerndon, US

Steven A. Rogers(Executive Officer, Director)inPaul Barkworth(Executive Officer)in

BoardWilliam P. Crowell(Director)inJoseph Addiego(Director)inSophia Corona(Director)Cristobal Conde(Director)

Co-investorsNycaAlsop Louie Partners

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 VenturesFin CapitalNycaCofounders Capital

Chainalysischainalysis.comin𝕏

Chainalysis provides investigative services and training programs for cryptocurrency compliance and risk mitigation.

AI & Machine LearningCrypto & Web3CybersecurityData & InfrastructureFintechNew York, US

Jonathan Levin(Co-founder and Chief Executive Officer)inMichael Gronager(Co-founder; former Chief Executive Officer and board-level leader)inJan Møller(Co-founder and scientific/engineering leader)inRakib Azad(Executive Officer)in

BoardPhilippe Botteri(Director)inSarah Tavel(Director)in

Co-investorsAccelAdditionAlbionVCArchetypeBlackstoneBNY Mellon+25 more

Circuit Securitycircuitsecurity.comin𝕏

Circuit builds infrastructure for institutional digital asset management that prevents permanent loss and enables recovery of assets in failure scenarios.

Crypto & Web3CybersecurityEnterprise SoftwareFintech

Harry(CEO and Founder)

Co-investorsNycaSBXi

Clearmaticsclearmatics.com𝕏

Clearmatics designs protocols and blockchain-based platforms for peer-to-peer exchange and settlement of tokenised value in decentralised markets, serving trading communities.

Crypto & Web3Data & InfrastructureDeep TechEnterprise SoftwareFintechLondon, GB

Robert Sams(Founder)in

Co-investorsNycaRoute 66 Ventures

Cobaltcobaltid.com

Cobalt maps networks of beneficial owners and entity relationships to identify fraud rings, shell structures, and coordinated schemes that evade detection.

AI & Machine LearningEnterprise SoftwareFintech

Co-investors2048 VenturesNycaFounders FundSequoia CapitalStorm Ventures

Coverdashcoverdash.comin𝕏Feb 2024 · $13.5M

CoverDash provides embedded insurance technology that allows businesses to source coverage at transaction points.

InsurTechSaaS

Co-investorsBling CapitalCameron VenturesDeep AcreExpansion Venture CapitalFundamental VenturesIA Seed Ventures+3 more

Coverforcecoverforce.comin

CoverForce provides modular, white-label software and an API for the commercial insurance value chain, letting agents submit, quote, compare, and bind policies across multiple carriers through a single integration.

AI & Machine LearningInsurTechSaaSNew York City, US

Cyrus Karai(Founder)in

Co-investorsNycaQED Investors

Cowbell Cyber Insurtechcowbell.insurein𝕏

Cowbell provides digital risk management and cyber insurance solutions for businesses, helping them understand, prevent, and recover from cyber threats.

AI & Machine LearningCybersecurityFintechInsurTechPleasanton, US

Jack Kudale(Founder, CEO & Chairman)inTrent Cooksley(Co-founder & Chief Operating Officer)Rajeev Gupta(Co-founder & Chief Product Officer)

Co-investorsAvanta VenturesBrewer Lane VenturesGlobal Insurance AcceleratorManchesterStory Group, LLCNycaProsperity7 Ventures+2 more

Crossmintcrossmint.ioin𝕏

Crossmint operates a stablecoin orchestration platform that coordinates cryptocurrency payments pegged to the US dollar across multiple blockchains through a unified API.

Crypto & Web3Developer ToolsEnterprise SoftwareFintechSaaS

Rodri Fernández Touza(Founder)in

Co-investorsFactionFinancial Venture StudioNycaPathlight VenturesRestive Ventures6th Man Ventures+2 more

Duettiduetti.coinMar 2025 · $200M

Duetti offers independent music creators fast deals to buy music rights (masters, publishing, and royalties), along with catalog management, distribution, and marketing services to grow their careers.

Creator EconomyFintechMarketplacesMedia & EntertainmentNew York City, US

Christopher Nolte(Founder)inLior Tibon(Founder)in

Co-investorsCohen CircleFlexpoint FordNycaViola VenturesDeciensMucker Capital+2 more

Embrokerembroker.comin𝕏

Embroker is a digital-first business insurance provider that lets companies compare, purchase, and manage commercial insurance policies online, combining an insurance platform with expert broker support.

AI & Machine LearningFintechInsurTechSaaS

Matt Miller(Founder)inYotam Shacham(Founder)inBen Jennings(CEO)in

Co-investorsFTV Capital500 GlobalBee PartnersCanaan PartnersChaos VenturesClocktower Ventures+8 more

ethicethic.comin

Ethic offers direct indexing and tax-smart portfolio management, providing customizable passive portfolios engineered for tax efficiency, factor exposures, and values alignment.

FintechImpact & Social GoodPropTechSaaSNew York, US

Doug Scott(CEO & Co-founder)inJay Lipman(Founder)inJohny Mair(Founder)inJohn Mair(Director)inJordan Lipman(Director)

BoardJohn Morris(Director)

Co-investors500 GlobalBetter Tomorrow VenturesBlackhorn VenturesFarvatn VentureFifty YearsKima Ventures+6 more

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-investorsFin CapitalFinancial Venture StudioInfinity VenturesNazcaNycaRestive Ventures+2 more

Fidel APIfidelapi.comin𝕏Apr 2022 · $65M

Fidel API provides a suite of financial infrastructure APIs that enable developers to build real-time, card-connected payment experiences for users and merchants.

B2B MarketplacesDeveloper ToolsFintechMarketing TechSaaS

Dev Subratain

Co-investors500 GlobalRBCxBain Capital VenturesCiti VenturesCommerce VenturesQED Investors+1 more

Fido Estatesfidoestate.comin𝕏

Fido Estates is a fiduciary and estate administration software platform that supports the probate and estate administration process end-to-end, including client intake forms, autofilled court forms and precedent letters, and California fiduciary accounting with court-formatted reporting.

FintechLegalTechSaaS

Co-investorsNyca

Fin3fin3.techin

Fin3 appears to be a fintech company, though the page does not explicitly state what products or services the company offers.

Fintech

Albert Szmigielski(CEO, CTO & Co-founder)inAdam Yarnold(Founder & Head of Strategy)in

Co-investorsMotivate Venture CapitalNyca

Findigsfindigs.comJun 2026 · $32M

Findigs is an AI-based resident screening platform that runs the full rental applicant screening workflow, from application intake to analytics, for property leasing teams.

AI & Machine LearningPropTechSaaSNew York, US

Stephen Carroll(Founder)inKeith Gilvar(Founder)in

BoardMarc Weiser(Director)

Co-investorsActivant CapitalColle Capital PartnersExpaFlucas VenturesFrontier Venture CapitalNyca+6 more

Foragejoinforage.comin𝕏Jun 2026 · $40M

Forage builds payment infrastructure that connects merchants, shoppers, and the U.S. government to enable acceptance of SNAP EBT and EBT Cash payments.

FintechGovTechRetail TechSaaSSan Francisco, US

Victor E. Fimbres(Co-Founder & CTO)in

Co-investorsActivant CapitalEqual Opportunity Venturesf7 VenturesMouro CapitalMucker CapitalNecessary Ventures+9 more

Fundboxfundbox.comin𝕏

Fundbox provides fast, flexible capital access to small businesses through technology-driven lending solutions.

Fintech

Prashant Fuloria(Chief Executive Officer)inRina Jariwala(Chief Operations Officer)inAnchit Singh(Chief Business Officer)inRenuka Nayani(Chief Financial Officer)inTodd Hamblet(Chief Legal Officer)inOfer Karp(Chief Technology Officer)in

Co-investorsAllianz XAmplo VenturesArbor VenturesBlumberg CapitalCathay InnovationEntrée Capital+9 more

G2 Risk Solutionsg2risksolutions.comin

G2 Risk Solutions provides enterprise-level bankruptcy management technology that delivers notifications of bankruptcy filings and disposition changes, along with automated workflow tools to help financial institutions recover funds and reduce operational costs.

CybersecurityEnterprise SoftwareFintechInsurTechLegalTechSaaS

Rochelle Blease(President)in

Co-investorsNycaStellex Capital Management

Geminigemini.comin𝕏

Gemini provides access to cryptocurrency trading and digital asset management services, bridging the traditional financial system with the emerging cryptoeconomy for individuals and institutions.

Crypto & Web3Fintech

Cameron Winklevoss(President)inTyler Winklevoss(Chief Executive Officer)in

Co-investorsAugmentum FintechCleo CapitalDraper AssociatesDraper DragonEdge Case Capital PartnersNyca+6 more

Gierdgierd.comin𝕏Jan 2025

Gierd provides a unified platform for brands to manage marketplace commerce operations across multiple channels, offering data consolidation, pricing intelligence, fraud prevention, and real-time reconciliation.

B2B MarketplacesData & InfrastructureE-commerceEnterprise SoftwareRetail TechSaaSPost Falls, US

Jordan Sielaff(Co-founder, CEO)inMaxwell Bardon(Director)Woody Dixon(COO)inRobert Evans(CTO)in

BoardJon Pederson(Co-founder, CPO)

Co-investorsNyca

GoCardlessgocardless.comin𝕏

GoCardless provides bank payment collection and open banking data access services.

FintechLondon, GB

Hiroki Takeuchi(Founder/CEO)inTom Blomfield(Co-founder)in

Co-investorsAccelBalderton CapitalBalnord Sp. z o.o.Change VenturesNotion CapitalNyca+6 more

GoodWorldgoodworldnow.comin𝕏

Goodworld provides software for organizations and businesses to run fundraising, volunteering, and sustainability campaigns, including campaign pages, online events, and a CRM managed from one dashboard.

Enterprise SoftwareImpact & Social GoodSaaSWashington, Dc, US

DALE PFEIFER(Executive Officer, Director)in

Co-investorsAstiaBuilders + BackersNycaCamp One VenturesFenway Summer Ventures

Gr4Vygr4vy.comin𝕏

Gr4vy provides a cloud-based payment orchestration platform that enables merchants and payment platforms to manage their payment strategies without coding.

Enterprise SoftwareFintechSaaS

John Lunn(CEO & Founder)inAli Minaei(Co-founder & CTO)inCristiano BettainOlga Tish(CFO)inZubin Vandrevalain

Co-investorsActivant CapitalFirestartrFourth RealmMarch Capital PartnersNyca

Grand Chartergrandcharter.comin

Grand Charter provides an infrastructure platform connecting consumers, legal providers, and capital partners for litigation and alternative asset management.

Enterprise SoftwareFintechLegalTech

Co-investorsNyca

Grit Financialgritfinancial.org

Grit uses technology to deliver banking and financial services to working Americans, offering features like cashback rewards, high interest rates, and early access to funds.

Enterprise SoftwareFintechHR Tech

Almaz Nanjappa(Founder and CEO)inShirish Lal(Chief Strategy Officer)inMarie-Noel Nsana(Chief Compliance Officer)Jon Kayne(Chief Financial Officer)in

Co-investorsNyca

Herehere.ioin𝕏

HERE builds an enterprise browser designed to address both security and workforce productivity, developed through collaboration with large financial institutions.

AI & Machine LearningCybersecurityEnterprise SoftwareFuture of WorkGovTechSaaS

Co-investorsNycaTribeca Early Stage Partners

IMTCimtc.comin𝕏May 2022

IMTC builds an AI-powered platform for fixed income investment management that addresses workflow inefficiencies in bond trading and portfolio management.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Co-investorsBoro CapitalNycaTribeca Early Stage PartnersLoeb.nycSeraph Group

Informedinformed.iqinMar 2021

Informed provides AI-powered employment and income verification solutions for lenders, using document intelligence and historical lending data to automate applicant verification, reduce fraud, and accelerate loan approvals.

AI & Machine LearningEnterprise SoftwareFintechTiburon, US

Justin Wickett(Executive Officer, Director)inJatin Agrawal(Founder)inJames Ramsey(Director)

BoardMagdalena Yesil(Director)Steve Krausz(Director)inJeremy Solomon(Director)

Co-investorsAspect VenturesNycaOwl CapitalThe Perkins FundUS Venture Partners

Intriniointrinio.com

Intrinio provides normalized, standardized financial market datasets—including options, equities, fundamentals, and historical stock data—delivered via API for developers building AI-driven financial products.

AI & Machine LearningData & InfrastructureFintech

Rachel Carpenter(Cofounder)in

Co-investorsAtlanta SeedNycaTech Square VenturesGilgamesh VenturesWavemaker Partners

Inveniaminveniam.ioin𝕏

Inveniam provides digital data infrastructure for private markets, enabling systematic trading of private market assets through standardized data platforms.

Crypto & Web3Data & InfrastructureFintech

Dr. Shuja Ali(Senior Managing Director, Inveniam Capital Partners)Rick Bunker(Chief Technology and Product Officer)in

Co-investorsFourth Revolution Capital (4RC)K20 FundNycaApex GroupGlobal Blockchain Ventures

Jikojiko.ioin𝕏

Jiko provides banking infrastructure for corporate cash management backed by U.S.

Data & InfrastructureEnterprise SoftwareFintech

Stephane Lintner(Founder & CEO)in

Co-investors500 GlobalCore Venture CapitalDigital Currency GroupNycaRadicle ImpactStory Ventures+6 more

Ladderladderlife.comin𝕏

Ladder offers life insurance online with real-time underwriting that can provide coverage on the spot.

FintechInsurTechPalo Alto, US

Jamie Hale(CEO)inAl Yau(Chief Financial Officer)inTasha Cupp(General Counsel)Jeff Merkel(Chief Revenue Officer)inLaura Hale(Chief Product Officer)inShibani Sanan(Chief Technology Officer)in

Co-investorsBrewer Lane VenturesCanaan PartnersGeodesic CapitalInspired CapitalLightspeed Venture PartnersNyca+6 more

Laikalaika.com

LatAm e-commerce platform for pet products and services.

Co-investorsJam FundBain CapitalBain Capital VenturesCanapi VenturesCentana Growth PartnersFin Capital+3 more

Looptryloop.aiin

Vinod Pachipulusu(Founder)

Co-investorsAfore CapitalNycaRecall Capital

Looploop.comin𝕏Feb 2026 · $14M

Loop builds AI-powered software for transportation spend and payment management in the supply chain, using an LLM and an "atomic task" system to structure supply chain data and automate back office financial processes.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechLogistics & Supply ChainSan Francisco, US

Matt McKinney(Co-Founder & CEO)inShaosu Liu(Co-Founder & CTO)in

Co-investors8VCIndex VenturesFlexportFounders FundSusa VenturesValor Equity Partners+8 more

Metrikametrika.co

Metrika operates an enterprise platform for real-time digital asset and blockchain risk monitoring, scoring and compliance reporting.

Cambridge, US

Nikolaos Adrikogiannopoulos(Executive Officer, Director)Ruben Gruber(Director)

BoardSwaroop Kolluri(Director)in

Co-investorsCoinbase VenturesNeotribe VenturesNycaSamsung NextSCB 10X

Miradormiradortech.com

Mirador provides digital lending platform software for financial institutions, credit unions, and banks to streamline online loan applications.

Cloud ComputingEnterprise SoftwareFintechSaaS

Co-investorsNycaARCH Venture PartnersFidelity InvestmentsInvusOrbiMedPoint72+2 more

Mirador Financialmiradorfin.comin𝕏Nov 2015

Mirador offers a cloud-based small business lending platform that automates the loan application process, from data collection and verification to loan package preparation.

FintechImpact & Social GoodSaaSPortland, US

Trevor Dryer(Executive Officer, Director)inWilliam Beaver(Executive Officer, Director)in

BoardBruce Weinstein(Director)

Co-investorsCollaborative FundCore Innovation CapitalCrosslink CapitalJump Capital

NALAnala.comin𝕏

NALA operates two payment platforms: one enables consumers to send money across borders to emerging markets, while the other provides stablecoin-based payment infrastructure for businesses in those regions.

FintechNew York City, US

Benjamin Fernandes(Founder)in

Co-investorsAcrew CapitalAmplo VenturesBessemer Venture PartnersDigital Currency GroupLiquidity CapitalNorrsken22+8 more

National Digitalnationaldigital.comin

National Digital Trust Company (in organization) is a federally chartered trust bank, conditionally approved by the OCC, offering digital asset services including custody, directed trading, directed lending, and digital asset issuance.

Crypto & Web3Enterprise SoftwareFintech

Co-investorsNyca

Nectojoinnecto.comDec 2023 · $8MDefunct

Necto provides fast internet service from a local neighborhood provider, offering residential broadband connectivity with an emphasis on quick installation and reliable service.

Cloud ComputingConsumerNew York City, US

Adam Montgomery(Founder)inBenjamin Huang(Founder)in

Co-investorsY Combinator

NeoSpaceneospace.ai

NeoSpace builds NeoData, an enterprise AI data platform that ingests structured and unstructured data from warehouses, lakes, and APIs to train Large Data Models and serve real-time predictions.

AI & Machine LearningData & InfrastructureEnterprise Software

Co-investorsNycaItaú

New Yorkmitalumniangelsny.comSep 2026

MIT Alumni Angels is a founder network and investment organization that operates regional chapters in Boston and New York, connecting MIT graduates as angel investors and entrepreneurs.

FintechNew York, US

Wan Li Zhu(Founder & Managing Director)in

Co-investorsFairhaven Capital Partners186 VenturesAlumni VenturesBain Capital Tech OpportunitiesBelvedere Strategic CapitalBessemer Venture Partners+9 more

Nova Creditnovacredit.comin𝕏

Nova Credit aggregates global credit bureau data, bank transaction data, and payroll information to help lenders assess borrowers and provide fairer access to credit for underserved populations including international newcomers, gig workers, and others traditionally excluded from the financial system.

Data & InfrastructureEnterprise SoftwareFintechNew York City, US

Misha Esipov(Founder/CEO)inLoek Janssen(Cofounder)in

Co-investorsKleiner PerkinsGeneral CatalystA-Rod CorpAvid VenturesBallistic VenturesBetter Tomorrow Ventures+12 more

Onbeonbe.comin𝕏

Onbe provides payment solutions and financial services for businesses, with expertise spanning payments processing, compliance, and fintech infrastructure.

Enterprise SoftwareFintechSaaSChicago, US

Melissa HentschelinBryan HaynesinEd WoodsoninJennifer AtkinsoninKevin BrowninKevin Ryan

Co-investorsMissionOGNycaSilversmith Capital Partners

OvationCXMovationcxm.comin𝕏

OvationCXM provides a customer experience management (CXM) platform that acts as an orchestration layer on top of banks' existing core, CRM, and other systems to coordinate onboarding and servicing journeys across internal teams and third-party partners.

AI & Machine LearningFintechSaaS

Chip Alfred Kahn IV(Founder)inTim Attinger(Founder)inGuiseppi Marzelli(Founder)in

Co-investorsCommerce VenturesDoon CapitalJobsOhio VenturesJumpstart VenturesMoonshots CapitalNyca+1 more

Payoneerpayoneer.comin𝕏

Payoneer operates a financial platform enabling cross-border commerce and payments for businesses of any size, allowing users to manage multiple currencies and access global markets.

B2B MarketplacesFintechSaaSNew York, US

Co-investors83NorthAspira CapitalCohen CircleNycaSusquehanna Growth EquityTCV+2 more

PayRangepayrange.comin𝕏

PayRange operates an IoT platform that enables mobile payments for unattended retail machines like vending machines and air/water dispensers.

ConsumerFintechIoTRetail TechPortland, US

Paresh Patel(Founder & CEO)in

Co-investorsForefront VentureMatrixNyca

Peachjoinpeach.coin𝕏Sep 2021 · $20M

Peach provides a centralized platform for financial aid offices to manage student communications using AI-powered draft responses and ticketing.

AI & Machine LearningEdTechFintechSaaSJersey City, US

Co-investorsDorm RoomTechstarsCaffeinated CapitalCanapi VenturesSciFi VC

Peachpeachfinance.cominSep 2021 · $20M

Peach provides an API-first lending backend platform that powers lending products across installment, revolving, and BNPL models.

Enterprise SoftwareFintechSaaS

Eddie Oistacher(Founder)Russell BradeninElena Sawchukin

BoardMax Levchinin

Co-investorsSoFiNycaApis PartnersCaffeinated CapitalCanapi VenturesSciFi VC

Perpetuaperpetua.ioin𝕏

Perpetua provides AI-powered advertising optimization tools for online sellers on Amazon Marketplaces, enabling predictable growth through automated ad management and targeting.

AdTechAI & Machine LearningE-commerceRetail TechSaaSPortsmouth, US

Co-investorsConversion CapitalNycaPaulson & Co.

Personeticspersonetics.comin𝕏

Personetics provides AI-driven analytics and personalization technology for banks and financial institutions, generating predictive insights and financial guidance delivered to bank customers.

AI & Machine LearningFintechSaaS

Co-investorsLightspeed Venture PartnersMiddlegame VenturesMouro CapitalNycaViola VenturesWarburg Pincus+1 more

point.mepoint.mein𝕏Sep 2024 · $15M

point.me operates an award flights search platform that lets travelers compare loyalty programs and book premium flights using points and miles in real time.

ConsumerFintechSaaSTravel & Hospitality

Adam Morvitz(Founder)in

Co-investorsFlucas VenturesKube VCNycaSamsung NextCiti VenturesRiverPark Ventures+1 more

Pollypolly.ioin

Polly is a software platform serving the mortgage capital markets sector.

Enterprise SoftwareFintechSaaS

Adam Carmel(Founder)in

Co-investors8VCMenlo VenturesNyca

PortOneportone.io

PortOne offers partner settlement automation for marketplace platforms and online businesses, handling calculation, payment, and tax invoice processing.

Data & InfrastructureEnterprise SoftwareFintechSaaSSeoul, KR

정영주(대표 (CEO))

Co-investorsKT investment Inc.NycaHashed

Poyntpoynt.comin𝕏

GoDaddy Poynt manufactures smart payment terminals for merchants to accept physical and contactless payments at point-of-sale.

E-commerceFintechHardwareRetail TechSaaS

Co-investorsNycaOak HC/FTWebb Investment NetworkMatrix

Propeljoinpropel.comin

Propel operates a mobile app and platform serving EBT and SNAP beneficiaries with tools to check balances, apply for jobs, protect against fraud, and understand benefit changes.

FintechGovTechSocial

Co-investorsFinancial Venture StudioInspired CapitalKleiner PerkinsNew York Life VenturesNycaRestive Ventures

Qapitaqapita.comin𝕏Oct 2021 · $15M

Qapita provides a platform for managing cap tables and investor relations, serving companies that need to track equity ownership and shareholder information.

B2B MarketplacesEnterprise SoftwareFintechSaaS

RaviLakshmanVamsee

Co-investorsCrane Venture PartnersEndiya PartnersEast VenturesMassMutual Ventures

Qapitaqapitacorp.comin𝕏

Qapita provides cap table and equity management software for investors and company stakeholders.

B2B MarketplacesFintechSaaS

RaviLakshmanVamsee

Co-investorsK3 VenturesNycaQuest Ventures

Railzrailz.aiin𝕏

FIS Accounting Data as a Service (formerly Railz) is a financial data API that enables financial institutions, fintechs, and developers to access, normalize, and analyze real-time financial data from accounting, banking, and e-commerce systems.

Data & InfrastructureFintechSaaS

Co-investorsNycaRosecliff VenturesRuna Capital

Renofirenofi.comin𝕏

RenoFi is a fintech platform that enables credit unions to offer home equity loans and HELOCs based on after-renovation property values to homeowners financing renovation and construction projects.

FintechPropTechPhiladelphia, US

Justin Goldman(Co-Founder & CEO)inRobert Shedd(Executive Officer, Director)inLee Miller(Executive Officer, Director)in

BoardSamanttabhiram Das(Director)Brendan Dickinson(Director)in

Co-investorsCanaan PartnersComcast VenturesCurql Collective, LLCNext Level VenturesNycaTruStage Ventures+1 more

Revolutrevolut.comin

London-based digital banking app offering multi-currency accounts, cards, trading and business accounts to 65m+ customers.

London, GB

Nikolay Storonsky(Co-founder & CEO)inVlad Yatsenko(Co-founder)inNik Storonsky(Co-founder)in

Co-investorsAglae VenturesAlkeon InnovationAlpha Wave GlobalAMK Investment OfficeAndreessen HorowitzAspire11+36 more

Roofstockroofstock.comin

Roofstock is a digital platform that enables individual and institutional investors to acquire and manage single-family rental homes using proprietary data analytics and local market expertise across the U.S. residential market.

FintechMarketplacesPropTech

Gary Beasley(Founder & CEO)in

Co-investors1Sharpe Ventures7GC & CoAcurio VenturesAkkadian VenturesBallistic VenturesCanvas Ventures+17 more

RQD Clearingrqdclearing.comin𝕏

RQD Clearing provides securities clearing and processing services, offering a venue for securities settlement along with risk management systems.

Fintech

Brian Donnellyin

Co-investorsNycaBain Capital

Sardinesardine.aiin𝕏Aug 2025 · $70M

Sardine provides a fraud investigation platform that contextualizes risk across customers, devices, transactions, and businesses within an organization's ecosystem.

AI & Machine LearningCybersecurityFintechSan Francisco, US

Soups Ranjan(Founder & CEO)inAdi G(Founder)Zahid Shaikh(Founder)in

Co-investors11.2 CapitalActivant CapitalAndreessen HorowitzCannage CapitalCoinbase VenturesCross Creek Advisors+14 more

SentiLinksentilink.comin𝕏

SentiLink provides fraud detection and identity verification products and data solutions for financial institutions and businesses.

AI & Machine LearningCybersecurityData & InfrastructureFintechSan Francisco, US

Max(Co-founder)Maxwell Blumenfeld(Executive Officer, Director)inNaftali Harris(Executive Officer, Director)in

Co-investorsAndreessen HorowitzCraft VenturesFelicis VenturesFifth Down CapitalNew York Life VenturesNyca+2 more

SlideRulesliderule.ioin𝕏

Sliderule is a no-code platform that allows non-technical users to build decision logic workflows using drag-and-drop rules, data connectors, and analytics.

AI & Machine LearningCybersecurityEnterprise SoftwareFintechSaaS

Mitchel Scottin

Co-investorsNyca

Smartrrsmartrr.comin𝕏Jan 2023

Smartrr is a Shopify-native subscription platform that lets e-commerce brands sell subscriptions, run loyalty and referral rewards, and manage a branded customer account portal to drive repeat purchases and recurring revenue.

E-commerceRetail TechSaaSNew York, US

Gabriella Tegen(Executive Officer, Director)inHarrison Lieberfarb(Director)in

Co-investorsAdapt VenturesCanvas VenturesExpaNyca

Tandemstandems.aiin

Tandems provides AI-powered conversation optimization and digital financial services solutions.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Co-investorsNyca

Tenettenet.com𝕏

Tenet provides financing solutions specifically designed for electric vehicles, offering the same rates for both new and used EVs with no hidden fees and fast loan approvals in 1-2 days.

FintechMobility & TransportationNew York City, US

Andreas Wallendahl(Founder)in

Co-investorsAmbush CapitalBreyer CapitalGiant Ventures Global LlpHAWKTAILNyca

The Points Guythepointsguy.com𝕏Sep 2024 · $15M

The Points Guy (TPG) is a travel media publisher covering airline and hotel loyalty programs, credit card rewards, and travel news, guides, and reviews.

Media & EntertainmentTravel & HospitalityNew York City, US

Brian Kelly(Founder)in

Co-investorsRed VenturesCiti VenturesRiverPark VenturesSamsung NextThayer Ventures

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(CEO & Co-founder)inEva Pittas(President, COO, & Co-founder)inAustin Ogilvie(Co-founder & Executive Chairperson)in

Co-investorsCanapi VenturesCentana Growth PartnersFin CapitalNycaThird Prime

Thought Machinethoughtmachine.netin𝕏

Thought Machine builds cloud-native core banking technology designed to run in public, private, and hybrid cloud environments for banks migrating off legacy core systems.

Cloud ComputingEnterprise SoftwareFintechSaaSLondon, GB

Paul Taylor(Founder & CEO)in

Co-investorsLloyds Banking GroupAir Street CapitalBackedCambridge Angels groupIQ CapitalKarma Ventures+6 more

Tilttilt.comin𝕏Acquired

Tilt provides alternative credit products and underwriting technology to people with limited access to traditional credit, using non-traditional financial signals to assess creditworthiness and enable borrowing.

FintechSan Francisco, US

James Beshara(Founder/CEO)inKhaled Hussein(Founder/CTO)in

Co-investorsAndreessen HorowitzIcon VenturesLaunchpad CapitalNimble PartnersY CombinatorBalderton Capital+2 more

Tilttilt.bikein𝕏

Tilt operates a bike-sharing network with stations in Indian gated communities, allowing residents to unlock and ride bicycles on demand.

B2B MarketplacesConsumerHardwareMobility & TransportationBengaluru, IN

Deepak VS(Founder)inDaksh Shah(Founder)in

Co-investorsY CombinatorBalderton CapitalLerer Hippeau

Tilt (f.k.a. Delphia)tilt.ioin𝕏

Tilt enables users to construct investment strategies based on web content and custom prompts, handling the technical implementation while advisors use the platform to tailor client portfolios according to tax and preference constraints.

AI & Machine LearningFintechToronto, CA

Andrew Peek(Founder/CEO)inCliff van der Linden(Founder/CEO)in

Co-investorsY CombinatorBalderton CapitalLerer HippeauMulticoin Capital

Tinttint.aiin𝕏

Tint operates as both an MGA and a technology provider, offering an AI-native operating system for embedded insurance that handles underwriting, rating, policy management, and claims.

AI & Machine LearningDeveloper ToolsFintechInsurTechSan Francisco, US

Matheus Riolfi(Founder)inJérôme Selles(Founder)in

Co-investorsDeciensNycaQED InvestorsRaptor GroupWebb Investment NetworkY Combinator

Tracetracehq.comin𝕏

Trace offered a headcount planning solution for finance and HR teams, alongside finance tools such as expense management, AP automation, procurement, and corporate cards; the company has since joined Paylocity, integrating its product into Paylocity's HR and finance platform.

FintechHR TechSaaS

Martin DestagnolMatthew Gonzalez

Co-investors500 GlobalNycaChainlink labsCoinbase VenturesCoinFundGoodwater Capital+9 more

Transcendtranscend.ioin𝕏Oct 2020

Transcend provides a real-time data governance and decision layer that encodes business policy, regulatory context, and customer permissions into systems processing customer data, answering "Can I use this data?" at runtime.

AI & Machine LearningCybersecurityData & InfrastructureSan Francisco, US

Ben Brook(CEO)in

Co-investors01 AdvisorsAccelIndex VenturesHighlandXScript CapitalSouth Park Commons+1 more

Transcendtranscendstreet.comin𝕏Oct 2020

Transcend provides collateral management software that connects eligibility, inventory, trading, cash, and counterparty data across a firm's existing systems to support optimization and decision-making.

Enterprise SoftwareFintechSaaSPiscataway, US

Bala Kumar(Co-Founder & Chief Architect, Managing Director)inBimal Kadikar(Founder & CEO)inManish Sharma(Co-Founder & Chief Technology Officer)in

Co-investorsNycaAccelHighlandXIndex VenturesScript CapitalSouth Park Commons+1 more

Treasury Primetreasuryprime.comin𝕏

Treasury Prime provides embedded banking technology through APIs that enable fintechs to embed banking services in their applications.

Enterprise SoftwareFintechSaaSSan Francisco, US

Chris Dean(Founder/CEO)inJim Brusstar(Founder)in

Co-investorsArdent VentureAZURO CAPITAL VENTURESDeciensFINTOP CapitalGMO VenturePartnersNyca+3 more

Trellistrellisconnect.comin

Trellis is an insurtech company that simplifies home and auto insurance shopping through machine learning, real-time bidding, and conversational AI.

AI & Machine LearningFintechInsurTechSaaS

Daniel Demetri(Founder)in

Co-investorsNycaAmex VenturesGeneral CatalystQEDEarl Grey CapitalIGNIA

TrueMLtrueml.coin

TrueML builds technology to modernize how consumers are engaged around debt collection and financial services, aiming for better consumer experiences and outcomes.

AI & Machine LearningFintechSaaS

Ohad SametinNadav Sametin

Co-investorsArbor VenturesNycaRaptor GroupTenOneTen VenturesTop Corner Capital

Truvtruv.comin𝕏

Truv operates a consumer-permissioned data platform that gives financial institutions direct access to income, employment, asset, tax, transaction, and insurance data through a unified API.

Data & InfrastructureFintechSaaSNew York City, US

Kirill Klokov(Co-Founder & CEO)inIlya Chatsviorkin(Co-Founder & CTO)in

Co-investorsAbstract VenturesChapter OneElefundFunction VenturesKleiner PerkinsNimble Partners+3 more

Utilautila.ioin𝕏

Utila provides infrastructure for managing stablecoins and digital assets, serving fintechs, payment service providers, banks, and enterprises.

Crypto & Web3Data & InfrastructureFintechNew York City, US

Bentzi Rabi(Founder & CEO)inEdwin Handschuh(Founder)Sam Eiderman(Founder)in

Co-investorsDigital Currency GroupHaymaker VenturesInspired CapitalLaunchpad CapitalNFXNIV+5 more

Very Good Securityverygoodsecurity.comin

VGS is a payment tokenization and credential management platform that secures sensitive payment data for Fortune 500 companies, merchants, fintechs, and banks.

CybersecurityData & InfrastructureEnterprise SoftwareFintech

Marshall Jones(CTO & Co-Founder)in

Co-investors408 VenturesAndreessen HorowitzBrighter CapitalDniproGMO VenturePartnersGraph Ventures+6 more

Westhillwesthillglobal.comMay 2023 · $13.5M

Westhill operates a fully-digital managed repair platform that simplifies the home insurance claims process for homeowners, contractors, and carriers.

B2B MarketplacesInsurTechPropTechSaaSMarietta, US

Ronald Biagini(Executive Officer)George Jones(Executive Officer, Director)Larry Parker(Co-founder)in

BoardJonathan Kalman(Director)inJames Tootell(Director)inWilliam Breslin(Director)

Co-investorsEos Venture Partners LimitedLuge CapitalNycaService Provider Capital

Yofiyofi.bioin

Yofi is a French independent brand producing plant-based beverage alternatives designed for health-conscious consumers seeking sustainable options that avoid animal exploitation.

ConsumerDirect to ConsumerFoodTechFrance, FR

Benjamin Blum-Boukozba(Founder)

Co-investorsBig Idea VenturesBBQ CapitalData TechKickstartPoint72 VenturesSignal Peak Ventures

Zero Hashzerohash.comin𝕏

Zero Hash provides API-based infrastructure for banks, brokerages, and fintechs to embed crypto trading, stablecoin payments, and tokenized financial assets into their platforms.

Crypto & Web3Data & InfrastructureFintechChicago, US

Edward Woodford(Chief Executive Officer)inBrian Liston(Executive Officer, Director)inAdam Berg(Chief Financial Officer)inStephen Gardner(Chief Legal Officer and Secretary)inAdam Leaman(Chief Commercial Officer)in

BoardTom Sosnoff(Director)

Co-investorsNycaPoint72 VenturesStruck CapitalBain CapitalJump CryptoSocially Financed+1 more

Other

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

ArrayBoomtown NetworkKoiLeapyearSavi Solutions PBCScorenomics

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.