Thirdstream Partners — Full Portfolio

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.

ANAnthony Noto(Founder)inChristopher Lapointe(Chief Financial Officer)APArun Pinto(Chief Risk Officer)JRJeremy Rishel(Chief Technology Officer)Dan Macklin(Founder)Ian Brady(Founder)

Co-investorsALAlpha Square GroupBABaseline VenturesBLBling CapitalBLBlue LionBLBlue Lion GlobalCACanvas Ventures+39 more

Alaia Capital offers "m+ funds," defined-outcome investment funds that give investors ETF exposure (such as SPY and semiconductor ETFs) with capped upside and downside buffer or loss protection.

Fintech

Co-investorsCECentana Growth PartnersCECentana Partners

Modern infrastructure for personal loans and consumer finance

FintechWilmington, US

DSDavid Sullivan(Executive Officer, Director)inRyan Katz(Director)

Co-investorsMEMetaPropMEMetaProp VenturesNENextGen Venture PartnersAFAfore CapitalALAlpine MeridianELElysian Park Ventures+4 more

Bright Funds provides corporate giving software for companies to manage employee donations, grants, and volunteering programs.

HR TechImpact & Social GoodSaaS

Rutul Davè(Founder)Ty Walrod(Founder)

Co-investorsBLBloomberg BetaMIMission and Market1111.2 Capital

Climate Vault offers organizations three pathways to climate action: purchasing and vaulting allowances from regulated compliance carbon markets (such as RGGI and CARB), funding methane and super pollutant mitigation projects, and catalyzing durable carbon removal projects.

CleantechClimate TechImpact & Social Good

Climate Vault Solutions develops and finances carbon dioxide removal projects by evaluating and funding innovative technologies to remove CO2 from the atmosphere.

CleantechClimate TechImpact & Social GoodSeattle, US

Donald R. Wilson, Jr.(Co-founder)Jonathan Cohen(Executive Officer, Director)inKyle Kornack(CEO)inMichael Greenstone(Co-founder)

BoardJeffrey Ubben(Director)Don Wilson(Director)

Co-investorsVAValor Equity Partners

ML-powered climate forecasting platform for enterprise supply chains.

Co-investorsACACADEMY INVESTORNANational Grid PartnersNENeotribe VenturesENEndeavor8

ClimateAi offers ClimateLens, an AI and machine-learning platform that applies patented models to weather and climate data at 1km resolution to produce short- and long-term forecasts and actionable insights.

AgTechAI & Machine LearningClimate TechSan Francisco, US

HGHimanshu Gupta(Founder)in

Co-investorsACACADEMY INVESTORAIAIN VenturesBLBlackhorn VenturesCLClimacticDYDYDX CapitalNENeotribe Ventures+3 more

D.A.T.A. develops technology to detect deception in financial documents and text-based data for investment professionals and institutional investors.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Jason(Co-Founder & CEO)Nandan J. Shah(Co-Founder, CFO & COO)

Co-investorsMSMS&AD Ventures

Erudifi provides education financing solutions for students in emerging markets.

EdTechFintechSingapore, SG

SLSusli Lie(Founder)inNTNaga Tan(Founder)in

Co-investors50500 GlobalACAC VenturesINIntudo VenturesMOMonk's Hill VenturesQUQualgroTATaurus Ventures+7 more

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

DSDoug Scott(CEO & Co-founder)inJLJay Lipman(Founder)inJMJohny Mair(Founder)inJLJordan Lipman(Director)

BoardJohn Morris(Director)

Co-investors50500 GlobalBEBetter Tomorrow VenturesBLBlackhorn VenturesFAFarvatn VentureFIFifty YearsKAKapor Capital+8 more

Seattle, US

Gil Shulman(Executive Officer)

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

MCMike Cagney(Co-Founder, Executive Chairman)inJOJune Ou(Co-Founder, Advisor, Board Member)inJin Woo Park(Executive Officer, Director)

Co-investorsAAAAF Management Ltd.ALAlpha Square GroupB3B3 CapitalBEBezos ExpeditionsBLBlockchange VenturesBLBlue Lion+29 more

Figure Certificate Company issues unsecured certificates backed by debt securities, serving investors seeking fixed-income products in the financial services sector.

Crypto & Web3FintechMarketplacesSan Francisco, US

MCMike Cagney(Co-founder and CEO)in

Co-investorsDCDCM VenturesGAGateCap VenturesDCDCMJUJump CryptoPAPantera Capital

FiturX provides data tracking and monitoring solutions for environmental performance in data centers and methane emissions in oil and gas operations.

Climate TechCrypto & Web3Data & InfrastructureEnergyFintech

Co-investorsCOCommunitas Capital PartnersTRTRIREC

ForUsAll offers an automated, low-cost 401(k) retirement plan platform for employers, including turnkey plan setup and recordkeeping that upgrades existing plans.

FintechHR TechSaaSSan Francisco, US

Shinichiro Inoue(Executive Officer, Director)DRDavid Ramirez, CFA(Founder)inCBCynthia Bloch(Founder)inBarry A. Carr(Executive Officer)Justin David Ramirez(Director)David Boudreau(Director)

Co-investorsCOCoinbase VenturesFIFirst Trust Capital PartnersFOFoundation CapitalRIRibbit Capital

FutureProof is a Managing General Agent offering AI-based property insurance for condos, homeowners, and commercial properties, focusing on Excess & Surplus lines in areas exposed to hurricane wind, wildfire, severe convective storms, and flood.

AI & Machine LearningClimate TechInsurTech

Co-investorsBLBlackhorn VenturesCACarnrite VenturesCLCLAI VenturesDADangerous VenturesKEKeiki CapitalMSMS&AD Ventures+5 more

Generate Capital is a sustainable infrastructure investment and operating platform that provides capital and expertise for developers, businesses, and communities to invest in and operate sustainable assets across power, mobility, waste, green digital, water, agriculture, and industrial decarbonization sectors.

CleantechClimate TechEnergyImpact & Social GoodSan Francisco, US

SJScott Jacobs(Executive Officer, Director)Jigar Shah(Executive Officer, Director)Matan Friedman(Executive Officer, Director)Marcus Frampton(Director)Jeff Colin(Director)Josh Green(Director)

Co-investorsACACTIVATE CAPITAL PARTNERSBLBlue Haven InitiativeBRBroadscaleCECeniarthACACTivate CapitalCACalifornia State Teachers' Retirement System

HANetf is a provider of Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs), distributing its funds through regulated investment platforms and brokers rather than directly to individual investors.

Climate TechFintech

Hector McNeil(Founder)Nik Bienkowski(Founder)

Co-investorsPOPoint72 VenturesPOPortage Ventures

iconik is a U.S.-based proxy voting service that uses proprietary research and technology to execute shareholder votes aligned with each asset manager's investment policy, offering reporting, customizable workflows, and independent vote analysis.

Enterprise SoftwareFintechSaaS

Infima provides mortgage-backed securities analytics using deep learning to forecast borrower behavior, prepayment rates, and market trends.

AI & Machine LearningData & InfrastructureFintechSaaS

SJStephen J Meekins(CEO)

InterPayments provides surcharging solutions for merchants that integrate with existing payment infrastructure, allowing businesses to recover credit card processing fees while maintaining their current technology stack.

Enterprise SoftwareFintechSaaS

NJNagendra Jayanty(Chief Executive Officer and Co-Chief Compliance Officer)in

Co-investorsFIFINTOP Capital

Jiko provides T-bill-backed accounts that automatically invest corporate cash in U.S.

Data & InfrastructureEnterprise SoftwareFintechSaaSSan Francisco, US

SLStephane Lintner(Founder)in

Co-investors50500 GlobalANAnthem Venture Management, LlcCOCore Venture CapitalDIDigital Currency GroupEMEmbark VenturesNYNyca+11 more

Max (Maxmyinterest) offers a cash management platform that automatically allocates funds across FDIC-insured bank accounts to earn higher yields while maintaining same-day liquidity.

FintechSaaSNew York City, US

Gary Zimmerman(Founder & CEO)in

Maxwell provides software solutions for mortgage lenders, including point-of-sale, loan fulfillment, and due diligence tools designed for small to midsize community lenders.

Enterprise SoftwareFintechPropTechSaaSDenver, US

EEEvan Einhorn(President & Founder)JPJohn Paasonen(Co-founder & CEO)inRDRutul Dave(Co-Founder / CTO)in

Co-investorsASAssurant VenturesCOCohen CircleCUCurql Collective, LLCMAMatchstick VenturesNENext Level VenturesPRPrudence+5 more

Vinit Srivastava(Founder)in

Co-investorsINIntel Capital

Motif Investing is a registered broker-dealer offering thematic stock portfolios ("motifs") and IPO access to individual investors.

FintechImpact & Social Good

Co-investorsFOFoundation CapitalGOGoldman SachsNONorwest Venture Partners

Mynd offers full-service property management for single-family rental investors, handling tenant placement, leasing, maintenance, and communications, with a tech-based investor portal for real-time portfolio visibility.

Enterprise SoftwareFintechPropTechSaaSOakland, US

CWColin Wiel(Founder)inDBDoug Brien(Founder)in

BoardRBRichard Boyle(Director)in

Co-investorsASAssurant VenturesCACanaan PartnersJAJackson Square VenturesLILightspeed Venture PartnersQEQED InvestorsR1R136 Ventures+2 more

Nav.it is a financial wellness app and employee benefits platform that provides personalized financial coaching, spending tracking, and educational modules to help individuals and teams build better money habits and financial health.

FintechHR TechSaaSWellness & Fitness

Co-investorsBRBright Ventures

Novellus operates a technology platform for securities lending that lets institutional participants transact directly on a principal-to-principal basis, covering the full lifecycle including settlement and collateralization.

BiotechEnterprise SoftwareFintechSaaSCambridge, US

Matthew Angel(Manager)Christopher Rohde(Manager)

Co-investorsCLClocktower VenturesFJFJ Labs

Nuva Labs provides a platform for tokenizing, managing, and distributing digital assets on the Provenance Blockchain and other networks, covering the full lifecycle of a tokenized asset.

Crypto & Web3Enterprise SoftwareFintech

Co-investorsULUlu Ventures

NUVA is a DeFi platform where users deposit USDC to mint yield-bearing nvAsset tokens (such as nvPRIME) that earn APY and reward points, with the tokens usable across other DeFi protocols and withdrawable to USDC on demand.

Cloud ComputingCrypto & Web3Fintech

AMAnthony Moroin

Co-investorsANAnimoca Brands

NYDIG combines bitcoin mining operations with financial infrastructure services, leveraging low-cost energy from its parent company Stone Ridge's natural gas assets.

Crypto & Web3EnergyFintechInsurTechNew York, US

RSRoss Stevens(Founder)Tejas Shah(CEO)Robert Gutmann(Founder)

Co-investorsBEBessemer Venture PartnersCACamp One VenturesF-F-Prime CapitalPAPatriot Financial PartnersSTStone Ridge Asset Management

OneAM offers an invoice/receivables financing ("early pay") platform that connects SMBs and founders selling receivables with institutional investors so they can access cash on outstanding invoices instead of waiting 30 to 90 days.

B2B MarketplacesFintechSaaS

KMKsusha McCormick(Chief Executive Officer)inCNCharlotte Ng(Chief Product Officer)inShanthan Subramaniam(Chief Technology Officer)inCHCharles Hedden(Fractional Chief Financial Officer)in

Co-investorsTTTTV Capital

A platform serving home buyers, sellers, renters, investors, and landlords, along with real estate professionals such as agents, teams, brokerages, MLS, title, mortgage, inspection, and home services providers.

HR TechMarketplacesPropTechSaaS

CSChris Suarez(Founder)inBen Kinney(Founder)

Co-investorsCUCurql Collective, LLCTRTruStage VenturesVIVIEWPOINT VENTURES3L3L CapitalGEGeekdomGOGoldman Sachs

Pontera provides a platform that lets financial advisors monitor and rebalance clients' employer-sponsored retirement accounts—such as 401(k)s, 403(b)s, 457s, and TSPs—without requiring a rollover or access to login credentials.

Enterprise SoftwareFintechSaaSNew York City, US

DWDavid Weisz(Founder)inYZYoav Zurel(Founder)in

Co-investorsBLBlumberg CapitalCOCollaborative FundHAHanaco Venture CapitalHYHyperwise VenturesICICONIQLILightspeed Venture Partners+2 more

Ponterra develops and operates reforestation-based carbon projects in partnership with local smallholder farmers, restoring degraded agricultural land while supporting biodiversity and communities.

CleantechClimate TechImpact & Social Good

Quadrata provides a portable digital identity passport for Web3, issued as a soulbound token that lets users access decentralized applications while verifying compliance attributes such as KYC, AML screening, business verification, and accredited investor status.

Crypto & Web3CybersecurityData & InfrastructureFintechMarina Del Rey, US

FCFabrice Cheng(CEO, CTO & Co-Founder)inElizaveta Fridman(President)LFLisa Fridman(President & Co-Founder)inJBJeffrey Blockinger(General Counsel)in

Co-investorsAUAugust CapitalGRGreatPoint VenturesMUMulticoin Capital

Qurrent provides fully-managed digital (AI) workforces that automate back-office finance and operations tasks such as invoice-to-cash, dispute resolution, contract and billing audits, procure-to-pay, and revenue operations.

AI & Machine LearningEnterprise SoftwareFintechFuture of WorkSan Francisco, US

CWColin Wiel(Co-founder)inAugust Rosedale(Co-founder)inBOBradford Oberwager(Director)

BoardNeeraj Gupta(Director)Melissa Taunton(Director)

Co-investorsCECervinSTStreamlined VenturesCECERVIN VENTURES

Ripple builds blockchain-based financial infrastructure to enable cross-border value transfer and payment solutions for enterprises, governments, and financial institutions.

Crypto & Web3Enterprise SoftwareFintechSan Francisco, US

Ryan Fugger(Founder)Christian Larsen(Executive Officer, Director, Promoter)DSDavid Schwartz(Founder)inBradley Garlinghouse(Executive Officer)Arthur Britto(Founder)Brad Garlinghous(Founder)

Co-investors50500 GlobalABAbstract VenturesAUAurum Venture PartnersAVAvant Global LLCCACamp One VenturesCACastle Island Ventures+22 more

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

GBGary Beasley(Founder)inGergor Watson(Founder)Gregor Watson(Founder)Rich Ford(Founder)

Co-investors1S1Sharpe Ventures7G7GC & CoACAcurio VenturesAKAkkadian VenturesBABain Capital VenturesBABallistic Ventures+28 more

San Francisco, US

Yibo Ling(Founder)Michael Manapat(Founder)

Co-investorsBABasis Set VenturesSASarah SmithTWTwine VenturesCOConvictionEMEmergence Capital PartnersGRGradient Ventures+1 more

Asia Pacific corporate event coverage for institutional investors

Seattle, US

Junichi HongoinErik Reed Abbott(Executive Officer, Director)

Xpansiv powers trading platforms for environmental commodities, including CBL, a spot marketplace for renewable energy credits, carbon offsets, and related instruments.

B2B MarketplacesClimate TechData & InfrastructureEnergyFintechSaaS

John Melby(Chief Executive Officer)

Co-investorsGEGestio CapitalPEPerennial PartnersSKSkyview VenturesTRTRIRECARAramco Ventures

Sust Global operates a geospatial AI platform that collects, harmonizes, and processes multimodal datasets to model physical climate risks across assets and portfolios.

AI & Machine LearningClimate TechFintechSan Francisco, US

GEGopal Erinjippurath(Founder)in

Co-investorsAMAmrock VenturesVAVala CapitalSASalica Investments

Give is a technology-first Donor-Advised Fund platform that helps wealth advisors, broker-dealers, and asset managers offer charitable giving solutions to clients.

AI & Machine LearningEnterprise SoftwareFintechSaaSBoulder, US

DVDr. Vinay Nair(Founder & CEO)Brian Carlin(Director)Rajini Kodialam(Director)

Co-investorsMOMotive PartnersFRFranklin TempletonHAHamilton LaneJPJP Morgan ChaseFIFINTOP CapitalBRBroadridge+2 more

Truthifi is a wealth monitoring platform that connects to users' financial accounts across 18,000+ institutions to continuously check portfolios for risk, fees, concentration, and allocation drift, and to supply accurate, contextualized financial data to AI assistants.

AI & Machine LearningFintechSaaSWellness & Fitness

SBScott Blandford(CEO & Founder)inNKNathan Knight(Head of Engineering)MYMike Young(Head of Product)inKate Blandford(Head of Design)in

Unison offers home equity sharing products that let homeowners access the equity in their homes without selling or taking on debt, while giving institutional investors exposure to owner-occupied residential real estate.

FintechPropTech

TSThomas Sponholtzin

Co-investorsCOCommerce VenturesF-F-Prime CapitalCICiti Ventures

WaveBL provides a blockchain-based platform for the instant, encrypted transfer of electronic bills of lading and trade documents in global shipping and commerce.

AI & Machine LearningClimate TechData & InfrastructureEnterprise SoftwareFintechLogistics & Supply ChainKefar Sava, IL

Co-investorsCOContour Venture PartnersNFNFXREReefknot InvestmentsTETechstarsTHtheDOCKUPUpmost Capital Limited

Digital platform using proprietary blockchain technology for instant, encrypted, authenticated transfer of trade documents.

Co-investorsCOContour Venture PartnersNENewRoad Capital Partners, LLCREReefknot InvestmentsTETechstars

Way2B1 is a collaboration and decision-management platform that centralizes documents, approval workflows, asset tracking, and audit trails for organizations serving high-net-worth families.

Enterprise SoftwareFintechSaaSSan Francisco, US

Wayne Osborne(CEO & Co-Founder)CKCasey Ketterling(Co-Founder & Client Projects)inPaul Wayne Osborne(Executive Officer, Director)MSMichael Sewell(Chief Technology Officer & Chief Operating Officer)in

BoardGregory Price(Director)

Zoe Financial operates an advisor matching service that connects consumers with vetted, independent fiduciary financial advisors based on goals such as retirement, tax, and estate planning.

FintechMarketplacesSaaSNew York, US

AGAndres Garcia(Executive Officer, Director)in

BoardCHChad Harris(Director)in

Co-investorsMAMana VenturesNONomad Venture Partners, LlcOPOpen Opportunity FundSASageview CapitalSTStonewater VenturesADAddition+1 more

Japanese fintech operating the THEO robo-advisor and related discretionary investment, fund and iDeCo services.

Co-investorsGLGlobis Capital PartnersGMGMO VenturePartnersSHShizuoka CapitalUTUTECZ Z Venture Capital