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 · Debt Financing · Jul 2021

Everstream operates a business-only fiber network offering dedicated internet access, dark fiber, Ethernet and data center solutions. The company has grown to more than 25,000 route miles of fiber and over 3,600 on-net buildings, with speeds up to 100 Gbps. Everstream serves metro and rural areas across the Midwest and Mid-Atlantic, providing direct connections to data centers, cloud providers and supporting 5G and next‑gen technologies. It plans to expand into seven new markets, densify existing markets, and connect thousands of macro towers across its 10-state footprint through June 2022. Financially, Everstream secured an additional $140 million in debt financing to fund this growth; that tranche was oversubscribed by $40 million. The company reported the financing brings the total invested by this group of bankers to $567 million. Everstream Solutions is a Cleveland-based network service provider that delivers fiber-based Ethernet, Internet and data center solutions to business customers throughout Northeast Ohio. The company operates over 2,500 miles of fiber across 24 counties and offers comprehensive data center connectivity at 10 Gigabit speed. In October 2015 Everstream agreed to receive a $50M investment from Boston-based M/C Partners and investors advised by the Private Equity Group of J.P. Morgan Asset Management; the transaction was scheduled to close on October 15, 2015. Proceeds are earmarked for expansion, customer acquisition and retiring existing debt. As part of the deal Everstream will acquire a majority of the fiber assets owned by OneCommunity and will be structured as a standalone organization, while OneCommunity will retain a minority interest and receive funds to support its mission-related work. Brett Lindsey, currently chief operating officer of OneCommunity and president of Everstream, will serve as Everstream's chief executive officer going forward.

Participated · Series B · Nov 2020

Trust & Will offers an online, attorney-approved estate-planning platform that helps users create wills, trusts, healthcare directives and other state-specific documents through a guided experience. The company serves more than one million individuals and families, supports 17,000+ financial advisors, 150+ enterprise partners, and reports $100+ billion in self-reported estate assets. Founded in 2017 and based in San Diego, Trust & Will emphasizes simple, secure integration with financial institutions. The business has expanded its credit union work from a single partnership in 2018 to more than 200 credit unions today and is forming a Credit Union Service Organization (CUSO) to deepen that integration. It has joined the National Association of Credit Union Service Organizations (NACUSO) as a Platinum Partner to accelerate industry partnerships and insights. The company announced a $4.5M investment from Curql as part of its Series C, which will support broader credit-union-focused distribution and enterprise integrations. Trust & Will provides a SaaS platform for accessible, attorney-approved estate planning, enabling users to create wills, trusts, and related documents tailored to state requirements. The company emphasizes integrations with financial advisors, attorneys, real estate professionals, member organizations, NPOs, and businesses to support multi-generational planning. It reports over one million Americans have started legacy planning on the platform. Trust & Will is investing in AI and data infrastructure to deliver personalized recommendations, analyze existing plans, and provide real-time updates. The platform maintains bank-level encryption and compliance with SOC 2 and HIPAA standards, is a certified B Corporation, and serves as the official estate planning provider for AARP members and other financial institutions. Founded in 2017 and headquartered in San Diego, the company aims to expand partnerships and embed estate planning into major life milestones like home or car purchases. Trust & Will provides an online platform for creating customizable estate plans and settling estates, with legal documents tailored to state and county guidelines. The company offers transactional purchases plus an annual membership for ongoing updates, and in October launched Trust & Will Probate to streamline probate and estate settlement. It partners with banks, credit unions, fintechs, insurtechs and nonprofits to educate members and offer discounts. Trust & Will reported that revenue more than doubled year‑over‑year and that its business has doubled annually since 2020, though specific revenue figures were not disclosed. The company crossed over 478,000 cumulative members at the end of January and is on track to exceed 500,000 this quarter. Leadership says the new capital will be used to scale operations, further integrate with financial institutions, and provide runway to achieve profitability with strong cash reserves. Trust & Will offers three primary products: a trust-based estate plan, a will-based estate plan, and "Guardian," a simpler setup for parents. Customers pay an upfront setup fee by product and a smaller recurring annual subscription. Since launching in mid-2018 the company says 160,000 users have signed up, and the team has grown to 24 employees. The company originally operated only in Nevada due to state digital-will laws but has expanded attorney support to multiple states and completed the first electronic will in Florida. Trust & Will has built partnerships with institutions including Fifth Third Bank, AARP, and Acorns. The startup has raised more than $23 million to date and has positioned itself to grow as more states put digital-will and estate-planning laws in place. Trust & Will offers a digital estate-planning platform that lets customers draft wills and trust-based plans, including tools to avoid probate and manage beneficiary instructions. The company sells tiered subscription plans priced roughly $399–$499 (plus annual fees) for trust-based plans, $69–$129 for beneficiary/asset-distribution plans, and $39–$49 for parents with minor children. Since launching in April, Trust & Will has enrolled 60,000 members representing $15.1 billion in total assets, $2.7 billion in reported life insurance policies, $137 million in charitable commitments, and with 88% of members holding real estate assets. The startup has formed partnerships to enable electronic closings (it closed its first electronic will in January with Notarize). With a team of 11 people, the company plans to use new capital to expand sales and marketing, advance product development, and grow partnerships. The product is positioned to capture demand as younger cohorts begin estate planning and to compete with legacy solutions like Quicken’s WillMaker and other startups.

Participated · Series D · Nov 2019

DadeSystems offers an enterprise SaaS platform (DadePay) that automates the invoice-to-cash process and reconciles payments and remittances to open invoices using patented technologies and machine learning. Its DadePay suite captures all incoming payment types — cash, checks, ACH, EFT, and credit cards — and includes an ePayment customer portal and a Mobile AR application. The platform integrates with customers’ ERP systems and serves multiple industries, including B2B and C2B. Company leadership says the new investment will support expansion of the DadeSystems product suite and continued technology investment to improve efficiencies for businesses. Wells Fargo Strategic Capital described the investment as support during an important stage of DadeSystems’ lifecycle. The company is based in Miami, Florida. DadeSystems offers DadePay, a SaaS suite that aggregates, analyzes and reconciles remittances for any payment type and channel, and includes an ePayment customer portal and Mobile AR application. The platform uses patented technologies and AI/machine learning to automatically match payments to open invoices and update customers' ERP systems, enabling higher invoice matching and straight-through-processing rates. DadeSystems serves B2B and C2B payments across multiple industries, including distribution, food and beverage, manufacturing, financial services, transportation, wholesale, property management, healthcare, retail, travel and agriculture. The company has expanded reach through partnerships with Fiserv, Deluxe, Fifth Third Bank and Transactis. Proceeds from the recent raise will be used to invest in product and technology and to grow the team, supporting further adoption of DadePay. The company highlights recognition from research firms Celent and Aite. DadeSystems provides an integrated receivables platform centered on its DadePay SaaS suite, which includes AR Automation, an ePayment customer portal, and a Mobile AR application. DadePay AR Automation automatically captures incoming payments (cash, checks, ACH, EFT and credit cards), uses patented technologies and machine learning to match payments to open invoices, and updates companies' ERP systems. The platform electronically transmits checks to the bank for immediate deposit and the mobile app lets field staff capture check images and remittances for immediate processing. DadeSystems serves clients across banking, distribution, food and beverage, manufacturing, transportation, wholesale, property management, health care, retail, travel and agriculture. Led by president and CEO Bill Zayas, the company intends to use new funding to expand product engineering and support efforts. The product suite is offered as a single enterprise solution. DadeSystems offers a SaaS enterprise platform for accounts receivable automation, led by CEO Bill Zayas. Its core products include DadePay AR Automation, which captures incoming payments (cash, checks, ACH, EFT, credit cards), matches them to open invoices using patented technologies, and updates customers' ERP systems. The company also provides an ePayment customer portal and a mobile application that support ACH and credit-card payments, send payment notifications, and allow capture and electronic transmission of check images and remittances. DadeSystems serves multiple industries including distribution, food and beverage, manufacturing, financial services, transportation, wholesale, property management, healthcare, retail, travel and agriculture. The company secured $2M in funding to accelerate engineering and product enhancements. It plans to use the proceeds to expand the sales team, digital marketing, and client services.

Participated · Equity · Dec 2018

YayPay provides a software-as-a-service platform focused on collecting outstanding invoices for large companies and accounting teams. The product analyzes previous invoices to predict when customers will pay based on client and invoice characteristics, surfacing accounts that need attention. Teams can collaborate on collections, create automated workflows and gentle email reminders, and receive notifications to prompt follow-ups. YayPay integrates with CRM and ERP systems and enables customers to pay invoices directly via ACH and credit card. The company serves 480 clients managing more than $7 billion in accounts receivables and reported a 500% user-base increase over the past 12 months. YayPay previously participated in TechCrunch’s Startup Battlefield. YayPay offers an accounts-receivable management service that helps mid-sized companies track invoices, send reminders and collaborate across finance teams. The platform integrates with existing ERP solutions and centralizes historical invoice data. The company recently introduced cash-flow forecasting that analyzes past invoices to predict payment dates and expected bank balances. YayPay aims to reduce the time companies spend chasing unpaid invoices by surfacing neglected clients and showing who is handling collections. Operationally, the service has processed more than 150,000 invoices representing over $100 million in receivables. YayPay offers a software-as-a-service platform that automates accounts receivable workflows and collections. The company launched version two of its platform and has shifted focus to large companies with dedicated accounts receivable teams. YayPay integrates with existing ERP systems and centralizes notes, records, and communications so teams can email and call clients directly from the platform. It provides historical customer payment behavior and analytics to assess customer payment reliability, monitor overdue invoices, and help forecast cash flow. The service is positioned to accelerate collections and improve cash visibility for finance teams. YayPay has raised $1 million from various business angels and is currently raising an additional round.