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.

Participated · Series A · Jul 2026

Feathery provides an AI operating system that collects and structures client information, synchronizes major systems of record, and normalizes data across surfaces, paired with an AI decisioning system that analyzes business data, surfaces insights, and feeds learnings back into workflows. Its platform powers a range of mission-critical workflows for insurance carriers, brokers, RIAs and broker-dealers, including client onboarding, submission intake, FNOL workflows, proposal generation, account opening and maintenance, and bordereaux ingestion. Feathery serves more than 300 firms and processes tens of millions of monthly submissions, and counts clients such as Sequoia Financial, Allworth Financial, Mission Wealth, Tokio Marine, Hiscox, Banner Life, Baldwin Group, Hilb Group, and Hylant. The company emphasizes integration with existing systems rather than forcing replacements. Following its $30M funding round, Feathery plans to invest in products that tap its data network and to expand engineering and go-to-market teams. The company is headquartered in San Francisco.

Participated · Series A · Jun 2026

Caplight combines proprietary private company and investor data with a marketplace that connects investors and broker-dealers for secondary market liquidity. Its dataset includes 100,000 company and investor profiles, $4 trillion in funding round data, $300+ billion in proprietary secondary data, and more than $5 billion in daily live transaction flow. Customers collectively manage over $52 trillion in assets and access Caplight via its platform, API, and MCP server. The company says it will use the Series A proceeds to expand across private market data and agentic workflows for research and transactions. Caplight was founded in 2021 and is based in San Francisco. Securities transactions are offered through Caplight Markets LLC, member FINRA/SIPC.

Participated · Series A · Jun 2026

Karta offers U.S.-issued Visa credit cards to clients living outside the United States who maintain assets in American banks or brokerages, enabling approval without a Social Security number or ITIN. Approved customers can receive a virtual card immediately and a physical card later, with credit lines of up to $200,000. Most customer interactions—alerts, disputes, and concierge requests—are handled through a 24/7 WhatsApp chat. The card carries premium Visa perks including no foreign exchange fees, reward points, and access to select invite-only events. Karta was founded by Freddy Juez and Orlando Espinoza and is based in Miami. The company partners with roughly 85 private banks and wealth managers, including Itaú, Raymond James, and XP International US.

Participated · Series A · Jun 2026

OpenYield develops a bond trading platform intended to modernize fixed-income markets by bringing them into more electronic, accessible venues. The company plans to integrate its platform with LeveL Markets’ alternative-trading system to provide stock investors access to fixed-income inventory. Jonathan Birnbaum is the founder and chief executive officer. Financially, the company recently raised $6 million in a round led by LeveL Markets. The article did not report revenue, users, or other operating metrics.