Participated · Series C · Aug 2026

Launched in 2020 and headquartered in Calgary, Helcim builds an end-to-end payments and software platform that includes point-of-sale, invoicing, online checkout, a smart terminal, and embedded payments tools for small and mid-sized businesses. The company reports more than 22,000 active merchants across North America, crossed CA$150 million in ARR, employs about 200 people, and is on track to process nearly CA$10 billion in annual payment volume. Helcim built its infrastructure in-house rather than reselling another processor, enabling volume-based interchange-plus pricing. In January 2026 it released an AI-powered Payment Extension to let merchants self-integrate Helcim's payments into existing software, and adoption has scaled quickly. The company intends to use its recent funding to further develop its payments platform, expand into additional financial services for merchants, and deepen partnerships with regional banks and credit unions.

Led · Series A · Jun 2026

Upside pairs dedicated Care Guides (licensed social workers and housing specialists) with an AI-supported housing orchestration platform and a proprietary affordable housing inventory database to identify, engage, and stabilize members. The company operates in 10 states and serves Medicaid, Medicare Advantage, D-SNP, commercial, and employer-sponsored populations. Upside reports 90%+ enrollment among referred members, more than half of members stabilized within 90 days, and up to 4x ROI within 12 months, alongside industry-leading member satisfaction. In the past 18 months it has secured partnerships with more than 17 national, state and regional health plans and is supporting four of the largest national payers. Upside plans to expand nationally, deepen its AI workflows for acuity stratification, housing matching, and case management, and scale Care Guide capacity and partner operations. Founded in 2020 and headquartered in Fort Lauderdale, FL, the company is positioning to grow across Medicaid, Medicare Advantage, and employer markets simultaneously.

Led · Equity · Mar 2026

Confido offers an API-based platform that lets law firms and legal technology providers accept card and ACH payments, route funds between trust and operating accounts, perform intra-firm transfers, and issue real-time digital disbursements while automatically maintaining compliance with bar and IOLTA rules. Designed around the legal sector’s strict trust accounting requirements, the system replaces manual reconciliation and paper-based processes with automated, compliant money movement. The product is delivered through a single GraphQL API and one underwriting process that LegalTech vendors can embed directly into their own software. Confido currently powers payments and financial workflows for numerous LegalTech platforms and supports more than 1,500 law firms across the United States and Canada. The global legal industry moves more than $1 trillion annually, and Confido aims to consolidate its fragmented financial workflows under one compliant platform. With the new funding, the company plans to bolster its payments and disbursement infrastructure and roll out additional embedded financial products for its partners and law-firm customers.

Participated · Equity · Mar 2026

Wisdom Bioscience, founded in 2024 with a laboratory in Daresbury, is building a platform that detects oral cancer through a simple, non-invasive test based on circulating cell-free DNA. By integrating advanced genomic technologies directly into dental workflows, the company aims to make early oral cancer screening a routine part of dental visits. Recent company milestones include assembling a Scientific Advisory Board comprised of leading figures in oncology screening and molecular diagnostics to guide product development and commercialization strategy. Proceeds from its latest funding are earmarked for continued clinical validation studies and preparing a commercial launch later in 2024. Investors such as Stephen Quake and Jay Flatley back the company, underscoring strong industry confidence. Collectively, Wisdom has secured $28 million in funding since inception, positioning it to accelerate regulatory, clinical, and go-to-market efforts.

Participated · Equity · Feb 2026

Founded in 2017, Circit offers an API-driven platform that supplies auditors with independent, real-time audit evidence by linking them to banks, funds service providers, law firms and corporates. The software digitises audit confirmations, provides permissioned access to bank-verified transaction data and delivers an AI-enabled, end-to-end workflow that feeds evidence straight into the audit file. More than 400 audit firms—including all Top 20 global networks—now use Circit, and its verification network spans over 30,000 banks and other evidence providers. In the past year alone, the platform confirmed assets and liabilities for 150,000 corporate entities and independently verified more than 100 million transactions. Circit is regulated as an Account Information Service Provider in Ireland, the UK, the EU and Australia. With growing demand for AI-driven, continuous audit data, the company plans to deepen bank API connectivity, embed additional AI-powered workflows and double its team while pushing into the U.S. market. The newly raised $22 million growth equity round will fund these product and go-to-market initiatives.