🦊/Investors

Rebalance Capital Ventures β€” Full Portfolio

14 tracked investments Β· listed companies and verified rows first

Evereeeveree.comin𝕏Apr 2026SEC filinghigh confidence

Everee operates the Flex Platform, a payroll system that runs on flexible schedules (daily, weekly, or on demand) and pays both W-2 and 1099 workers with multi-state tax compliance across all 50 states.

FintechHR TechSaaSHolladay, US

Brett Barlow(Executive Officer, Director)inScott Welch(Executive Officer)inGreg Woodward(Executive Officer, Director)inMichael Ron Ross(Executive Officer, Director, Promoter)Tyler Ploeger(Executive Officer)Steven Dickert(Director)

Board seatJoshua-Marc TanenbaumΒ· per SEC Form D Β· $7.5M raise Β· filed Apr 2026

Co-investorsOrigin VenturesService Provider CapitalRainfall VenturesSignal Peak Ventures

CNotemycnote.comin

CNote is a cash management and fixed-income investing platform that channels deposits and investments into mission-driven financial institutions such as CDFIs, MDIs, and low-income designated banks and credit unions.

FintechImpact & Social Good

Catherine Berman(Founder & CEO)in

Co-investorsAmerican Family Insurance Institute for Corporate and Social ImpactAstiaBand of AngelsBankTech VenturesCommerce VenturesForefront Venture+10 more

HoneyBeemeethoneybee.com

HoneyBee provides a financial wellness program for employees that includes access to 0% interest funds for debt and expense management, financial education webinars, and confidential money coaching sessions.

FintechHR TechWellness & Fitness

Co-investorsAfore CapitalFf Venture CapitalResolute VenturesFinancial Venture Studio

IMPACT CAPITAL MANAGERSimpactcapitalmanagers.comin𝕏

Impact Capital Managers is a membership association for investment funds focused on impact investing, connecting over 150 funds managing more than $70 billion in capital deployed across thousands of companies globally.

Enterprise SoftwareImpact & Social Good

Co-investorsArborview CapitalTFX Capital

Jettyjetty.comin𝕏Series B Β· Jul 2021 Β· $51M

Jetty provides financial services and solutions designed for renters and property managers to make rental payments more flexible and accessible.

FintechPropTech

Michael Rudoy(Founder)in

Co-investorsEvolution VC PartnersMetaPropMetaProp VenturesOssian CapitalRed Swan VenturesSand Hill Angels+7 more

Micruitymicruity.comin𝕏

Micruity operates a platform connecting insurers, asset managers, record keepers, and plan sponsors to enable lifetime income products within retirement benefit plans.

FintechInsurTechSaaSToronto

Robert Foregger(Director)Trevor Gary(Co-Founder, CEO)inEd Dengler(CISO)Leanne Arsenault(Head of Operations)inAmanda Pardy(Head of Product)Ketan Gangatirkar(Head of Engineering)in

Co-investorsAltari VenturesGlobal Insurance AcceleratorGreat North VenturesAllianz LifeCollab CapitalJ.P. Morgan Asset Management+2 more

Rhinosayrhino.comin𝕏

Rhino provides a digital platform that replaces security deposits for renters with a more affordable alternative, while offering property managers and owners a modernized process for tenant screening and asset protection in the rental housing market.

FintechInsurTechPropTechNew York, US

Paraag Sarva(CEO and Co-Founder)inAnkur Jain(Co-Founder & Chairman)inBenjamin Lantos(Co-Founder & former COO (now senior advisor))inBryan Woods(Co-Founder & CTO)in

Co-investorsBeni Venture CapitalFf Venture CapitalKairos HQOssian CapitalPICUS CAPITALReshape+4 more

Summermeetsummer.comin𝕏

Summer helps students and borrowers navigate, manage, and reduce student debt by matching them to federal and state loan-assistance programs, offering repayment planning, and providing college-savings tools.

FintechFuture of WorkGovTechHR TechImpact & Social GoodWellness & FitnessNew York, US

Will Sealy(Founder & CEO)inDan Macklin(President)Ritu Tandon(Chief Operating Officer)Michael Scully(Chief Product Officer)Rich Williams(Chief Customer Officer)Jan Singelmann(Chief of Staff)

Co-investorsNextView VenturesQED InvestorsSemperVirens Venture CapitalStory Ventures

Upright Educationuprighted.comin𝕏Seed Β· May 2021 Β· $1M

Upright provides upskilling programs and career services for adult learners seeking to advance in the job market.

EdTechFuture of WorkBurlington, US

Benjamin Boas(Executive Officer, Director)

Co-investorsVermont Center for Emerging Technologies (VCET)Avalanche VCLearn Capital

Vexivexi.mxin𝕏Series A Β· Jan 2023 Β· $8M

Vexi is a Mexican credit card issuer offering a consumer credit card (including a Vexi American Express card) with cashback, interest-free installment purchases, and card controls through its app.

ConsumerFintechMexico City, MX

Salvador Michel(Founder)inGabriela Estrada(Founder)in

Co-investorsAccial CapitalCapria VenturesCats.vcFinnovista VCMagma PartnersRedwood Ventures+2 more

YellowBirdgoyellowbird.cominSeed Β· Apr 2023 Β· $6.3M

YellowBird provides a platform-based professional services network delivering safety trainings, audits, and risk management talent to manufacturers, construction firms, and enterprises nationwide.

AI & Machine LearningB2B MarketplacesEnterprise SoftwareHR TechMedia & EntertainmentSaaS

Michael Zalle(Founder)in

Co-investorsCameron VenturesIron PrairieCOPLEX VENTURESRevelry Venture Partners

Other

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

CircleEdcHoneyBee Financial Wellness

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