Led · Debt Financing · Jun 2026

DataBank operates large data center campuses and is expanding its roughly 300-acre Red Oak campus south of Dallas. At full buildout the Red Oak site is planned to include eight two-story data centers, each offering about 200,000 square feet of data center space; the fourth building will add approximately 60 megawatts of IT capacity. The company serves hyperscale, cloud and enterprise customers and is pursuing growth through both development and acquisitions. DataBank has secured significant project financing for Red Oak, including $2 billion in April and an additional $650 million announced in this financing round, bringing total loan commitments for the campus to $2.65 billion. The firm also added an $800 million revolver to support capital expenditures and corporate needs, strengthening its capital structure for continued expansion. Dallas remains a leading data center market, supporting demand for DataBank’s capacity growth.

Participated · Debt Financing · May 2026

DC BLOX develops, owns, and operates integrated digital infrastructure assets including hyperscale-ready data centers, cable landing stations, and a dark fiber network across the Southeast. The company currently operates data centers in Birmingham and Huntsville, Alabama; Chattanooga, Tennessee; and Greenville and Myrtle Beach, South Carolina, and is developing additional projects in Conyers and Douglasville, Georgia; North Augusta, South Carolina; Palm Coast, Florida; and Montgomery, Alabama. Its cable landing stations in Myrtle Beach and Palm Coast provide international connectivity into the Southeast while its dark fiber network across South Carolina and Georgia serves as a connectivity backbone for hyperscale customers. DC BLOX has prioritized building and leasing hyperscale campuses in the region and describes its platform as vertically integrated to support development and operations. The company noted multiple investment-grade rated, preleased hyperscale projects in its portfolio, underscoring commercial momentum as it scales across the Southeast.

Led · Debt Financing · Apr 2026

CareCloud offers AI-driven healthcare technology and revenue cycle management solutions for healthcare providers. The company intends to use the strengthened balance sheet from the new credit facility to expand its AI-enabled product offerings and drive organic growth across its core revenue cycle management platform. Management also plans to pursue strategic initiatives to increase scale and operating leverage. The April 13, 2026 credit facility is non-dilutive institutional debt that aims to lower the company’s overall cost of capital and enhance financial flexibility. CareCloud will redeem its outstanding 8.75% Series B Cumulative Redeemable Perpetual Preferred Stock on May 15, 2026, which is expected to eliminate about $3.2 million in annual preferred dividend obligations. Leadership characterized the transaction as a transformative step that simplifies the capital structure and positions the company for future growth.

Participated · Debt Financing · Dec 2025

Founded in 2015, EquipmentShare blends a nationwide equipment rental business with a cloud-enabled technology stack aimed at improving productivity on construction sites. Its proprietary T3 platform offers telematics, fleet management, connected jobsite sensors, and a digital marketplace for equipment rentals. The company has rapidly grown into one of the largest equipment rental providers in the United States and continues to broaden its national footprint. EquipmentShare focuses on delivering data-driven insights and digitally integrated asset management to boost efficiency and collaboration in the construction industry. Management is prioritizing expanded technology investments and the scaling of its rental operations. A recently secured $2.75 billion credit facility strengthens its capital structure, extends debt maturities to 2030, and provides ample liquidity to fund these growth initiatives.

Participated · Series A · Dec 2021

Goalsetter provides a goal-based savings and smart-spending platform for families that combines educational media and tools to build wealth. Its financial wellness content is mapped to JumpStart.org and Council for Economic Education national standards and uses pop culture, memes, GIFs and game-based tools to engage young consumers. Features include “Learn to Earn,” which rewards kids for correct quiz answers, and “Learn Before You Burn,” which lets parents automatically freeze teens' and tweens' debit cards if they miss weekly quizzes. The company offers its app as a white-labeled youth-banking solution through partnerships with banks and credit unions including Fiserv, Trustage, CUNA Strategic Services, MSU Federal Credit Union, InTouch CU, Solutions Bank and Liberty Bank. Goalsetter recently raised $9.6M in a Series A extension and plans to use the funds to continue signing new B2B alliances and to implement existing programs ahead of a Series B raise. The company is led by founder and CEO Tanya Van Court. Goalsetter operates a financial-education app for children that combines allowance and gift management, a Goalsetter debit card, age‑tailored financial‑literacy quizzes to 'unlock' funds, and a newly introduced Goalsetter Invest feature for buying and selling stocks. The product is gamified to engage kids while teaching savings, spending, and investing behaviors. Founder Tanya Van Court built the company drawing on personal financial lessons and prior experience at Nickelodeon, Discovery Education and ESPN. Goalsetter initially grew via B2C channels focused on parents and word of mouth. Following its Series A, the company is shifting into B2B, offering white‑labeled versions of its platform to banks and financial institutions through a partnership with Fiserv. It is also pursuing partnerships with large employers to offer the platform as an employee benefit. Goalsetter provides an app and debit card that teach children financial literacy through quizzes, allowance management, goal cards and parental controls. The platform lets parents pay kids for correct quiz answers, enable family and friends to give goal cards instead of gift cards, and control or lock the kid debit card. Founder Tanya Van Court, who previously worked at Nickelodeon and ESPN, launched Goalsetter in 2019 out of the Entrepreneurs Roundtable Accelerator. The company reports families save an average of $120 per month on the platform and said two families saved over $10,000 in the last year. Goalsetter is also launching a campaign for Black History Month aimed at closing the wealth gap among Black children and kids of color through financial education. To date the company has raised a total of $6.0M. Goalsetter provides parents and children a goal-driven savings platform with two main branches: a kids’ savings account (allowance, auto-save, debit card round-ups and GoalCards) and a financial-literacy learning center. Children set goals (college, bikes, gaming consoles), earn allowance through the app, and receive GoalCards from relatives to fund those goals. The company’s quiz game “It’s LIT” is mapped to K–12 financial literacy standards and uses pop-culture content to engage kids; Goalsetter plans to launch that curriculum to school districts with lesson plans and quizzes. Goalsetter monetizes by charging $1 per GoalCard sent, donates 5% of the transaction fee to children’s charities, and offers a voluntary donation function. The app skews younger than competitors and has been featured on Shark Tank; the founder declined an offer from Mr. Wonderful. Goalsetter has more than 20,000 users and graduated from the Entrepreneurs’ Roundtable Accelerator in 2017. The company has raised a total of $2.1 million to date.