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.
2020
Ampliforce
Ampliforce offers AI-driven solutions to enhance workplace productivity. We deliver digital workers to boost performance, drive revenue, cut costs, and streamline risk mitigation and compliance.
2019
Amgine
Amgine is the leading AI Automation platform for managed business travel.It is designed to enhance TMC and traveler connections for delightful and ultra-efficient experiences.
2018
Marstone
Marstone, a leader in digital wealth solutions, bridges the gap between financial institutions and clients. Their enterprise-ready platform, powered by Marstone™, efficiently reaches, acquires, and retains clients seeking straightforward financial information and engagement.
2023
Previdence
Previdence, a cutting-edge platform, leverages technology and analytics to provide comprehensive mental health support, including personalized insights, interventions, and risk assessment solutions for early detection and prevention.
2024
Stavtar
Stavtar offers the investment industry SaaS solutions for Business Spend Management to enhance operational efficiency. Their flagship product, StavPay, centralizes vendor, contract, and invoice management with customizable expense and approval processes to create a true super-ledger.
2014
Edgewood Capital Advisors, LLC
Founded in 2002, Edgewood specializes in providing flexible financing solutions to real estate entrepreneurs and opportunistic investments to accredited and institutional investors. The firm’s seasoned leadership team brings extensive expertise to complex deals and has completed several billion dollars in commercial real estate transactions benefiting both entrepreneurs and investors.