Investing in Founders
solving large problems for

Our Approach

We look for founders solving big problems for the Financial Services industry

Financial Services is a $1.2 Trillion Dollar Industry facing a lot of challenges. We connect founders with innovative technology to Banks, Broker Dealers, Asset Managers, Insurance Companies, and other Financial Institutions looking for solutions. We typically invest between $250K to $1M into Seed and Series A stage companies that have creative solutions and some degree of early revenue or traction.

15 cutting edge companies where data makes the difference


A mix of Tech, Entreprneurship, and Finance

Josh has substantial experience both in growing technology startups and in the investment management industry. Josh co-founded BuyWithMe, a rapid-growth ecommerce company, which grew from 2 to 200 employees in less than 3 years, raised $37M of venture capital, and was acquired by Gilt Groupe.

Josh Elwell

Greg has always been passionate about the intersection of finance and technology. He started his career at SI Capital Management, where he co-managed a series of investment funds trading index futures and options. He later joined an enterprise FinTech startup, Middle Office Solutions, where he focused on product management and sales before the company was acquired by Bloomberg. Greg then established a track record in enterprise sales, specializing in data and analytics for the financial industry, leading to the founding of ValueStream.

Greg Neufeld

Karl has significant experience advising and launching innovative financial services companies and projects across the US, Europe, the Middle East, and East Asia, most recently as a senior member of Oliver Wyman’s Financial Services and Private Equity groups.

Karl Antle


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