Participated · Equity · Aug 2026

Astraeus provides an AI-native infrastructure platform for wealth management firms that centralizes client, account, product, compliance and operational data and codifies business rules and governance. At the center of the platform is a semantic layer and ontology that models relationships among clients, advisors, accounts, products, fees, policies and regulatory requirements, and the system records changes to create an audit trail for explainability. The platform is model-agnostic, allowing firms to use different AI models without tying their data and governance to a single provider. Astraeus targets RIAs, broker-dealers, private banks, multifamily offices, wealth technology platforms, private equity firms and consulting organizations for use cases including client intelligence, advisor workflows, compliance, investment research, portfolio operations and AI-agent orchestration. The company was founded by Phill Rosen and Jon Stevenson, who previously worked together at MoneyLion, and is based in New York. Astraeus has raised more than $10 million to date from investors including Fintech Collective, F-Prime, Walkabout Ventures and Plug and Play Ventures, and launched its platform after that fundraising.

Participated · Series B · May 2026

bunch offers a single-source-of-truth infrastructure for European private markets, enabling fund managers and institutional investors to manage the full fund lifecycle, including digital investor onboarding, capital calls, fund administration, fund accounting and tax reporting. The company emphasizes automation and AI-native capabilities to replace fragmented, outdated processes. Led by CEO Enrico Ohnemüller and founded in 2021, bunch operates across Europe with additional offices in London, Amsterdam and Luxembourg. It currently supports over 150 fund managers and more than 12,000 LPs across major European jurisdictions. With the $35M Series B, bunch plans to accelerate commercial growth across Europe and expand into new geographies, asset classes and operational workflows while further developing its automation and AI features.

Participated · Series A · Apr 2026

Performativ delivers a cloud-native SaaS operating system that consolidates portfolio management, analytics, client reporting, compliance, multi-custodian data aggregation and trading into a single platform supporting front, middle and back office workflows. Founded in 2020 and led by CEO Albert Geisler Fox, the company has established traction across Europe with small and mid-sized wealth and asset managers and is scaling into the enterprise segment to serve private banks and larger financial institutions. It positions itself to help clients navigate regulatory complexity and evolving client expectations through scalable technology. The recent $14M Series A will fund accelerated European expansion and a deeper push into larger institutional customers. The company’s investor base now includes strategic and financial backers such as Deutsche Börse Group, Rabo Investments, McKinsey and Company, Jacob Dahl, FinTech Collective and EIFO.

Led · Series A · Oct 2025

Finster AI develops AI-native infrastructure designed for the next generation of investment banking workflows, focusing on trusted data, secure environments, and deep workflow integration. The company positions its platform to be purpose-built for how financial institutions work, aiming to support end-to-end banking workflows. Following the Series B strategic investments from UBS Investment Bank and FactSet, Finster AI plans to expand the scale and depth of its offering. The announcement frames the investments as endorsements of the company's vision for AI-native workflow infrastructure. No revenue, user, founding year, location, or valuation metrics were provided in the announcement.

Participated · Equity · Sep 2025

Extend offers a modern spend and expense management platform that integrates directly with businesses’ existing credit-card programs, allowing them to create virtual cards for vendor and employee payments. The company partners with more than a dozen banks in the U.S. and Canada and is actively integrating with several top-10 banks as well as smaller issuers. Its API-driven software is expanding beyond virtual cards to include approval workflows, receipt capture, and automated expense reconciliation, and it is preparing to launch a paid SaaS offering. Thousands of companies rely on Extend, and the platform already powers billions of dollars in transactions across the $1.6 trillion U.S. corporate card market. Management is focused on capital efficiency and a clear path to profitability, underscored by the recent hiring of former PayPal executive Francois Horikawa as CFO. Investor interest has been driven by the product’s deep bank integrations, growing issuer pipeline, and the company’s disciplined approach to growth.