Overview
Investment advisory and management services for individual investors.
Founded
1922
Deals ยท 12mo
2
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Accrual | Feb 2026Participated | $75 MOther Equity | |
Aboon | Oct 2025Participated | $18 MSeed | |
Waterlily | Jan 2025Participated | $7 MSeed | |
Goalsetter | Mar 2024Led | $10 MSeries A | |
Accrual | Feb 2026Participated | $75 MOther Equity | |
Aboon | Oct 2025Participated | $18 MSeed | |
Waterlily | Jan 2025Participated | $7 MSeed | |
Goalsetter | Mar 2024Led | $10 MSeries A |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 0 | 2 |
| Series A | 1 | 0 |
| Other Equity | 0 | 1 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Mar '24 | 1 |
| Apr '24 | 0 |
| May '24 | 0 |
| Jun '24 | 0 |
| Jul '24 | 0 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 0 |
| Dec '24 | 0 |
| Jan '25 | 1 |
| Feb '25 | 0 |
| Mar '25 | 0 |
| Apr '25 | 0 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 0 |
| Oct '25 | 1 |
| Nov '25 | 0 |
| Dec '25 | 0 |
| Jan '26 | 0 |
| Feb '26 | 1 |
| Mar '26 | 0 |
| Apr '26 | 0 |
| May '26 | 0 |
| Jun '26 | 0 |
| Jul '26 | 0 |
| Aug '26 | 0 |
| Sep '26 | 0 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| Fintech | 3 |
| AI & Machine Learning | 2 |
| Education & Workforce | 1 |
| Enterprise Software | 1 |
| Data, Analytics & IT | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 0 |
| $5M-$10M | 2 |
| $10M-$25M | 1 |
| $25M-$50M | 0 |
| $50M-$100M | 1 |
| $100M-$250M | 0 |
| $250M-$500M | 0 |
| $500M-$1B | 0 |
| $1B+ | 0 |
Deals By Geography
Top 1 of 1 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 4 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Altai Ventures | 1 |
| Astia Angels | 1 |
| Bain Capital Ventures | 1 |
| Brewer Lane Ventures | 1 |
| EJF Capital | 1 |
| Fiserv | 1 |
| General Catalyst | 1 |
| Genworth | 1 |
| InTouchCU | 1 |
| MassMutual | 1 |
| Nationwide | 1 |
| Outpost Ventures | 1 |
| Partnership Fund for New York City | 1 |
| PruVen Capital | 1 |
| Reseda Group | 1 |
| Runyon | 1 |
| Seae Ventures | 1 |
| Webster Bank | 1 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 1 | 25% |
| Participating | 3 | 75% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 0 | 0% |
| Co-led | 1 | 100% |
Team
Director of Operations
Principal, Head of U.S. and Canada Business Units
Principal and CIO
CEO & Managing Director
Financial Advisor
Chief Financial Officer
Director of Software Development, Digital Branch Experience
Wealth Manager
Director, Learning Enablement & Innovation