Invested

Investing in Founders
solving enterprise-grade problems in

Our Approach

We look for founders leveraging unique data to solve substantial enterprise challenges

We focus on enterprise technology and data selling into Financial Services, but also seek opportunities in other industry verticals where Financial Services can play a critical role as a customer or partner. We provide support around product and sales strategy and connect teams to Banks, Broker Dealers, Asset Managers, Hedge Funds, Insurance Companies, and other Financial Institutions. We typically invest between $250K to $2M into Seed and Series A stage companies that have unique data assets and some degree of revenue or traction.
Portfolio

17 cutting edge companies where data makes a difference

Team

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

Partner
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

Partner
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

Partner
News

What people are saying about our companies