Led · Debt Financing · Jul 2026

Founded in 2015 by Everett K. Sands and based in Brea, California, Lendistry uses proprietary technology to provide financing and administer grants for small businesses. The firm partners with state and federal authorities to reach entrepreneurs who face traditional barriers to growth capital. Lendistry has distributed over $10.5 billion to date across its programs. Its current plans include expanding an Airport Concessions Program that provides growth capital to independent eateries, convenience stores, and other small enterprises operating in airport terminals. The company obtained a $100 million credit facility from East West Bank in July 2026 to fund that expansion. As of the announcement, East West Bank was the sole provider of the facility.

Led · Debt Financing · Sep 2024

Drip Capital is a global digital trade finance and B2B e-commerce company focused on simplifying cross-border transactions for small and mid-sized enterprises (SMBs). Its flagship Buyer Finance program pays suppliers directly and gives importers collateral-free credit lines of up to US$5 million, repayable in up to 120 days. By doing so, the company targets the US$2 trillion trade-finance gap that disproportionately restricts SMBs. Drip operates through a fully digital platform and says it is already financing the supply chains behind millions of North American purchases. The firm is now concentrating on accelerating its footprint in the United States and Canada. To support this push, it recently secured a substantial credit facility from TD Bank and continues to work with other global lending partners such as Barclays, the International Finance Corporation, and East West Bank.

Led · Equity · Jun 2022

Kami Vision provides an edge-focused computer vision platform (Kami Core) that brings device-agnostic, enterprise-grade AI analytics to remote, security and IoT cameras. The company offers industry-specific out-of-the-box AI applications and recently introduced KamiCare, a fall-detection and management solution reporting higher than 99.9% accuracy. At ISC West the company unveiled Video Verification, the Kami Cloud VMS, and Person, Vehicle and Animal detection capabilities to expand its VMS and eldercare offerings. Kami Vision's software is reported to power 12 million cameras and the article cites millions of customers and active users across more than 100 countries, including Fortune 100 companies. The company has nearly doubled headcount over the past 12 months to 125 employees from 10 countries and is headquartered in San Jose, California.

Participated · Debt Financing · Sep 2021

SageSure operates a proprietary online quoting and binding platform and uses sophisticated risk modeling and scoring technology to underwrite coastal residential and commercial property insurance. The firm offers more than 50 competitively priced insurance products across 14 coastal states on behalf of carrier partners. SageSure serves nearly 400,000 policyholders and has more than $1 billion of inforce premium. The company says the recent capital will be deployed to support growth and create additional underwriting capacity for its carrier partners and producers in a challenging catastrophe market. Leadership describes the business as capital-efficient and intends to use the investment to expand distribution and strengthen its technology and underwriting capabilities. SageSure was launched in 2009. SageSure is a managing general underwriter based in Jersey City, NJ, specializing in coastal residential and commercial property insurance on behalf of carrier partners. Led by CEO Terrence McLean and launched in 2009, the company offers more than 50 insurance products across 14 coastal states via an online quoting and binding platform. SageSure uses risk modeling and scoring technology to support its underwriting. The company serves nearly 400,000 policyholders and has more than $1 billion of inforce premium. The firm secured a $50M expanded revolving credit facility to support a captive reinsurance vehicle and increase underwriting capacity. The facility will also support quota-share capacity with Anchor Re on behalf of SageSure's carrier partners and was provided by Wintrust Financial Corporation. SageSure is a technology-driven managing general underwriter that specializes in coastal residential property markets and is led by CEO Terry McLean. The company offers more than 50 competitively priced insurance products across 14 coastal states on behalf of carrier partners and distributes through a network of insurance producers and brokers. Since its founding in 2005, SageSure has grown its written premium to over $800 million this year, having more than tripled premium since 2017. It serves more than 400,000 policyholders. The company raised a $125M syndicated bank facility led by Citizens with joint lead arrangers ING Group, BMO Harris and East West Bank. The financing will enable SageSure to continue growth across its existing 14-state footprint.

Participated · Series B · Apr 2019

Citcon provides a software-based payments platform that enables merchants to accept mobile wallets and alternative payment methods through a single API, supporting over 100 wallets worldwide. Its technology integrates with POS and e‑commerce systems such as Toshiba, Oracle, Cegid, Shopify and SAP and is deployed at more than 30,000 merchant locations, including L’Oréal, Tumi, Texas Instruments, Macy’s and Panda Express. The company reports an annualized payment volume of about $1 billion and has posted roughly 300% year‑over‑year growth in both payment volume and revenue. Citcon was founded in 2015 by CEO Chuck Huang, who previously led systems architecture work at Visa, and today has about 100 employees with offices in the U.S., Canada, Europe and Asia. It has formed partnerships with PayPal/Venmo and Klarna to broaden wallet and BNPL capabilities. The company plans to use new capital to grow headcount and pursue rapid overseas expansion with a focus on Latin America and the Asia‑Pacific region. Citcon is a cross-border mobile payment and commerce solution provider that introduced China’s largest QR-based mobile wallets—Alipay, WeChat Pay, and UnionPay—to North America. Its core product is a QR-based payment platform that connects global merchants with Chinese consumers across retail, hospitality and eCommerce, integrating payments with marketing and eCommerce features. The company is based in Santa Clara, California and was founded in 2015 by CEO Chuck Huang. Citcon recently raised US$5M as a strategic investment that contributed to a US$15M Series B to date. It plans to use the funds to broaden its suite of product applications and expand teams across technology, product, marketing and sales. The company has grown to become a market leader in QR-based cross-border mobile wallet solutions, serving merchants seeking access to billions of Chinese consumers.