Rebalance Capital Ventures β Full Portfolio
14 tracked investments Β· listed companies and verified rows first
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
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
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 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
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
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
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
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 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
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
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 βSEC filingβ are inferred from directors named on the company's SEC Form D β public regulatory data, not a portfolio list published by the firm.




















































