Led · Equity · Jul 2026

PEX provides a payments and financial automation platform that combines prepaid, charge, disburse and virtual cards with customizable spend controls, AI-powered receipt capture, and automated workflows. The platform is designed to give owners and finance leaders visibility and automation to reduce manual work and enforce policy. PEX offers solutions across payments, spend management, credit and financial automation. The company is led by CEO and Founder Toffer Grant and is headquartered in New York City. With the recent $160M debt and equity financing, PEX intends to accelerate program growth, expand product innovation, and invest in sales, partnerships and strategic initiatives.

Led · Series A · Aug 2017

eazyScripts is a Chicago-based telemedicine e-prescribing company that provides software to submit electronic prescriptions and check prescription fill data. Its e-prescribing solution was built for telemedicine providers with an intuitive user experience that requires no training and is adaptable to a provider’s preferences. The platform runs on desktops, laptops, tablets and smartphones. Led by CEO Reed Liggin, the company plans to use its newly raised capital to expand product development and grow its sales footprint. eazyScripts secured $2M in Series A funding from Bluff Point Associates. As part of the transaction, Bluff Point Managing Director Kevin Fahey will join the eazyScripts Technology Board of Directors.

Led · Equity · Feb 2017

Netgain is a St. Cloud, Minnesota-based provider of cloud management services tailored for compliance-focused, mid-market clients. Its offerings include specialty application hosting, desktop-as-a-service (DaaS), and complete end-point management, enabling customers to meet stringent regulatory requirements while outsourcing IT infrastructure. The company employs roughly 120 people across offices in Minnesota, Illinois, and California. Netgain positions itself as a partner for healthcare, financial services, and other regulated sectors that demand secure and reliable cloud environments. The firm’s growth strategy involves deepening penetration in compliance-related vertical markets and scaling its support, sales, and marketing operations. The recent capital infusion will fund these operational expansions. Although specific revenue or user figures were not disclosed, the size of the financing suggests a growth-stage trajectory focused on accelerating market share. Overall, Netgain aims to solidify its niche in regulated cloud services and broaden its national footprint.

Participated · Equity · Nov 2016

untapt is a New York–based FinTech technology talent marketplace that uses artificial intelligence to match technologists to new roles. Its platform supports two core products: an external digital hiring marketplace and an internal mobility product called untaptX. untaptX enables large firms to bring the hiring platform in-house to facilitate internal career advancement, provide better insights into employee pools, and reduce attrition. The company targets roughly 15 million technology professionals across the FinTech, Technology and Healthcare sectors. With the recent $2M investment round, untapt plans to enhance product lines, enter new markets, and add a west coast sales team to begin coverage of large software firms. The founders emphasize the company's AI matching engine as central to changing how tech recruitment and internal mobility operate. Untapt Inc is a New York City-based recruitment platform focused on financial services technology. Led by co-founder and CEO Ed Donner, Untapt provides an automated recruiting platform that connects financial services companies with top tech talent. The company uses a proprietary algorithm to match qualified engineers with large and small banks, financial institutions, hedge funds and startups. Matches are based on factors such as experience, skills and education overlaid with industry-specific analytics. In April 2015 Untapt closed a $3M Series A financing. Christopher Tsai and Kyle Zasky joined Untapt’s board of directors in conjunction with the funding.

Participated · Equity · Feb 2016

AQ Metrics offers a cloud-based integrated risk management, regulatory compliance and surveillance platform that handles data preparation through to regulatory reporting for financial services. Its platform enables EU and non-EU investment firms to track investor activity, orders, executions and holdings from pre- to post-trade, receive risk alerts and notifications of compliance breaches, and access a team of industry specialists. The company serves clients across Denmark, Sweden, Norway, the UK, Germany and Ireland. Founded in 2012 and based in Dublin, AQ Metrics closed its first external funding round of $3.25m. Backers included Frontline Ventures, Bluff Point Associates and Enterprise Ireland, and the firm plans to use the funds to hire 30 roles in Ireland within 12 months and establish a New York office within six months.