Participated · Series F · Jun 2026

Digital Asset builds and operates the Canton Network, a public, permissionless Layer 1 blockchain that provides protocol-level privacy and confidentiality guarantees and runs applications written in its open-source smart contract language, Daml. Canton is designed to enable tokenized asset workflows across multiple parties while keeping transaction data confidential, and it has attracted marquee institutional participants including Visa, Goldman Sachs, and DTCC. The network has processed or issued more than $6 trillion in tokenized assets according to prior reporting, and Visa became a Canton Super Validator and added Canton to a stablecoin settlement pilot. The Canton ecosystem has also seen activity such as a $540 million raise by Canton Strategic Holdings (formerly Tharimmune) to build a Canton Coin treasury and a project called Zenith completing atomic swaps between Canton and an EVM-compatible environment. On the financing front, Digital Asset raised $135 million in June 2025 and $50 million in December 2025, and is now pursuing a roughly $300 million round led by a16z crypto. The company is backed by trading firms and banks including DRW Holdings and Citadel Securities.

Participated · Series B · Feb 2026

Uptiq develops Qore, an AI orchestration platform that bundles document intelligence, financial reasoning skills, multi-agent workflows, and secure integrations into a single, compliance-ready system for regulated financial institutions. Its pre-packaged applications power commercial lending, covenant monitoring, advisor onboarding, compliance documentation, underwriting, and other banking and wealth-management workflows. More than 140 financial institutions—including Focus Financial Partners, Alpha Modus, Orion, Broadridge, Nano Banc, and TransPecos Banks—use Uptiq, and the platform has processed over $1 billion in transactions. Reported customer outcomes include underwriting decisions up to 41 % faster, 29 % lower operational costs, and double the volume of loan applications processed without adding staff. With its new capital, the company will expand Qore into a self-serve platform so internal bank teams and external developers can prototype and deploy financial AI solutions in days. Longer-term, Uptiq intends to foster an ecosystem of SMB and consumer-facing applications built on Qore that come with built-in compliance and risk controls. The company is headquartered in Dallas and led by founder and CEO Snehal Fulzele.

Participated · Equity · Nov 2025

Tharimmune Inc. develops clinical-stage biotechnology assets while simultaneously executing a new digital-asset treasury strategy. The company plans to purchase Canton Coin, the utility token of the Canton Network, and run a Super Validator node on that blockchain to earn additional tokens. To lead this initiative, Tharimmune appointed Mark Wendland as chief executive officer and Mark Toomey as president, while its existing team continues to advance the firm’s biotech pipeline. Canton Network, which connects major financial institutions such as Goldman Sachs, DTCC, and BNP Paribas, recorded more than 500,000 daily transactions as of 30 September 2025, underscoring the scale of the ecosystem Tharimmune is entering. The $540 million capital raise gives the company significant resources for both token acquisition and general working capital. Shares in the financing were priced at $3.075 each. The securities were sold to accredited institutional investors under Section 4(a)(2) of the Securities Act and were not registered with the SEC.

Participated · Equity · Nov 2022

FLX Networks operates a technology platform that centralizes engagement for asset and wealth management firms and financial advisors. Its community provides thought leadership, investment ideas, business resources, and industry connectivity in one destination, aiming to deliver productivity, savings, and growth. The company reports it has achieved over $1 billion in investment product sales, saved member asset managers more than $10 million in discretionary costs, and surpassed 1,000 in overall industry membership. Led by founder and CEO Brian Moran, FLX will celebrate its third anniversary in December. The company intends to use new capital to scale its technology platform and expand its team. Planned allocations include technology builds and hiring additional personnel to continue momentum. FLX Distribution operates a member-structured marketplace that connects asset management firms with independent distribution professionals, providing access, education and data to support financial services distribution. The company was launched in 2019 by CEO Brian Moran and is based in Basking Ridge, New Jersey. Its core product is a professional network technology platform designed to enable comprehensive asset management distribution solutions. FLX plans to use new capital for technology development, product launches and general corporate purposes. The company has begun formalizing governance and expertise with two initial board members and an addition to its advisory board. No operating metrics were disclosed in the article.

Participated · Series D · May 2022

TIFIN is an AI and innovation platform focused on creating and operating companies that apply data science, AI, and technology to address frictions in wealth and asset management. Founded by Dr. Vinay Nair, TIFIN's portfolio has included 55ip (sold to JP Morgan) and currently includes Magnifi, TIFIN Wealth, TIFIN Give, TIFIN AG, TIFIN AMP, Helix, TIFIN @Work, and Sage. The company builds products intended to deliver individualized advice and more relevant investment products at scale and to accelerate adoption of AI in wealth. TIFIN has been backed by institutional investors including JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, Motive Partners, and Broadridge. The company is partnering with strategic players to access talent and distribution and to test and scale AI-driven solutions quickly. Recent collaboration with SEI aims to support talent development, rapid solution delivery, and market engagement to drive growth. Tifin operates an AI-powered fintech platform with two divisions: a consumer investment marketplace called Magnifi and a B2B arm serving wealth advisors and enterprise financial services. The company runs a suite of seven products, some developed in-house and some acquired, and recently acquired Qualis to bring private-market investments to retail investors. Tifin has expanded internationally, growing non-U.S. revenue 2.5x since its last fundraise, and its products reach three to four million individuals through a network of roughly 3,000 financial advisors. The firm has doubled headcount from 150 to 300 employees since last October. Management says it is shifting focus toward profitability, targeting B2B profitability within the next 12 months while continuing consumer growth and customer acquisition. Planned uses of new capital include investing in Magnifi’s search engine, expanding internationally, and building out data capabilities for asset managers to improve distribution. Tifin applies AI and data- and investment-driven intelligence to deliver personalization for wealth management and digital distribution for investment managers. It operates two divisions: Magnifi, a search-powered marketplace for investments, and Financial Answers, a consumer platform built on financial media. The company was founded in late 2018 by Vinay Nair and is based in Boulder, CO and New York City. Tifin raised $47M in a Series C at a $447M valuation. The round was led by Hamilton Lane with participation from J.P. Morgan Asset Management, Morningstar and Broadridge. Tifin intends to use the funds to expand operations, pursue additional acquisitions and work with strategic partners to accelerate fintech innovation, including exploring adding alternatives to its WealthTech capabilities with Hamilton Lane. Its executive committee includes Jack Swift, Anil Arora, Sharon French and Dr. Nair. THE TIFIN GROUP operates a fintech platform of ten active operating companies that builds next‑gen products combining investment intelligence, data science, and technology. Its products aim to bridge retail investors, financial advisors, and asset managers by delivering personalized investor experiences. TIFIN’s innovation is organized around four pillars: proven science, investment management, software, and algo technology. The company was founded in Q3 2018 as a fintech studio and evolved into an operating business in Q4 2020. The new capital will support platform expansion, additional acquisitions, and work with strategic partners to accelerate fintech innovation initiatives.