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Great Businesses Start With Great People

We look for standout partners to collaborate on innovative businesses that drive growth.

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AgentSmyth

AgentSmyth transforms financial analysis by combining advanced AI agents—powered by large language models—with petabyte-scale alternative datasets. These agents interpret complex, structured and unstructured financial data, transforming it into clear, actionable insights. Visit AgentSmyth to learn more.

Finray

Finray transforms how financial services manage data—delivering faster reporting with less IT burden. Its prebuilt platform connects siloed data to give finance teams timely, accurate, audit-ready information—with full lineage. By improving data quality, cutting costs, and speeding decision-making, Finray helps CFOs drive better outcomes. Built on validated metadata, it ensures purpose-built, outcome-driven performance. Visit Finray to learn more.

Satschel

Powered by blockchain, biometrics, and AI, Satschel is transforming financial services by eliminating friction, stopping fraud, and restoring trust. Its two platforms—Simplici, an advanced identity-verification system, and Liquidity.io, an SEC-regulated digital ATS for illiquid assets—work together to deliver secure onboarding and seamless asset digitization. Visit Satschel to learn more.

 

Bite Stream

Bite Stream is a comprehensive Software-as-a-Service platform that digitalizes the alternative asset management industry. The London-based fintech company provides end-to-end investor solutions designed to streamline fundraising, enhance investor experience, and accelerate distribution for alternative asset managers globally.

Stavtar

Stavtar is a leading fintech company streamlining spend and expense management for alternative investment managers. Its flagship platform, StavPay, automates vendor, contract, invoice, allocation, and approval workflows—bringing control and efficiency to the Office of the CFO. StavPay seamlessly integrates with general ledgers, banks, wire platforms, fund administrators, and soft dollar providers, creating a centralized, end-to-end solution. Visit Stavtar to learn more.

The Farmer Companies

The Farmer Companies is a strategic CPG-focused private equity firm that licenses, invests in, and acquires high-potential brands with the ability to scale across new market verticals. Visit The Farmer Companies to learn more.

Ampliwork

Ampliwork delivers AI-powered digital workers (AI agents) designed to enhance workplace productivity across sectors. By automating complex, repetitive tasks, the platform enables organizations to boost performance, increase revenue, reduce costs, and streamline operations across compliance, customer service, sales, and more. Visit Ampliwork to learn more.

StrawFish

Strawfish is the new solution to plastic pollution, currently offering biodegradable straws with expansion plans for all single-use plastic products. StrawFish enables businesses to eliminate plastic without compromise by turning marine waste—mainly discarded oyster shells—into single-use items that look, feel, and perform like plastic but biodegrade in landfills in 12–18 months. FDA-tested, allergen-free, and affordable, StrawFish serves food-service, hospitality, cruise, and restaurant sectors across the U.S. Visit StrawFish to learn more.

Amgine

Amgine is the leading AI automation platform for managed business travel, redefining how trips are booked and managed. Designed for travel management companies, it delivers faster, smarter workflows and consistently better travel experiences—seamless and efficient for both agents and travelers. Visit Amgine to learn more.

King Ridge Capital Advisors

King Ridge Capital Advisors (KRCA) is a multi-strategy (insurance-linked securities) ILS platform that uses advanced analytics and technology to reshape how risk is transferred and investors access insurance-linked assets. KRCA offers a diverse suite of ILS solutions that leverage deep underwriting expertise and property and casualty (re)insurance knowledge, delivering low-correlation opportunities relative to broader markets. Visit King Ridge Capital Advisors to learn more.

&Partners

&Partners is a modern wealth management firm built by experienced industry executives to empower financial advisors to better serve their clients. The firm offers advisors access to a collaborative network of peers, direct support from an on-call CIO team, and a powerful, tech-enabled platform—all designed to help capitalize on new opportunities and respond to clients’ evolving needs with agility and confidence. Visit &Partners to learn more.

MyOmnia

MyOmnia delivers evidence-based mental health solutions for first responders, boosting resilience, preventing burnout, and supporting long-term well-being. Backed by clinical research and expert guidance, our personalized programs improve outcomes for individuals and organizations. Visit MyOmnia to learn more.

Limbik

Limbik uses cognitive AI to protect organizations from information threats and weaponized narratives through predictive analytics. Its PFI (Potential for Impact) platform proactively spots threats and guides response strategies for democratic governments, Fortune 500 companies, and NGOs. Founded in 2016 in Virginia, Limbik has raised $3.85M to fight mis/disinformation and reputational risks. Visit Limbik to learn more.

Spindrift

Spindrift is revolutionizing sparkling water with America’s first made from real squeezed fruit—not artificial flavors. Founded in 2010 by Bill Creelman, it combines triple-filtered sparkling water with real fruit juice and no added sweeteners or artificial ingredients. With $69M+ in funding and $300M+ in sales, Spindrift is now available nationwide. Visit Spindrift to learn more.

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Partnership. Vision. Collaboration.

We look for exceptional partners to collaborate on innovative businesses that drive growth.

Our investment philosophy is centered on creative approaches to solving for the needs of investors with majority positions in brokerage, investment banking, and wealth management companies.

Equal parts smarts, agility, and hard work have enabled us to build a portfolio of complementary businesses that, together, drive innovation across the industry.