Participated · Series D · Jul 2026

CAIS offers a technology platform that manages the full lifecycle of alternative investments for independent wealth advisors, including product evaluation, execution and post-trade administration. The company has integrated AI into its advisor workflow, including an AI research assistant called CAISey that leverages Anthropic’s Claude model. CAIS serves more than 2,500 wealth management firms representing over 65,000 financial advisors who collectively oversee approximately $8.5 trillion in client assets. Operational momentum includes a three-year organic revenue compound annual growth rate of 37%, and in the first half of 2026 transaction volume rose 53% year over year while total platform assets increased 55%. Since 2025 the company added over 425 registered investment advisers and independent broker-dealers representing more than $1.8 trillion in assets. CAIS has been actively expanding integrations with custodians and partners and invested heavily in product development, releasing more than 150 technology enhancements in the first half of 2026. The firm also runs advisor education initiatives such as CAIS Live and the CAIS IQ digital platform, which has generated over 400,000 digital engagements.

Led · Debt Financing · Jul 2026

Wayflyer, launched in 2020, is a data-driven financing platform that provides working capital to consumer brands and small businesses using advanced analytics to underwrite and originate receivables. Since launch, the company has deployed over $6 billion in working capital to thousands of brands worldwide. Wayflyer leverages structures such as forward-flow asset purchases and credit facilities to scale capital deployment while managing its balance sheet efficiency. The company recently secured a three-year forward-flow agreement with funds managed by Fortress to enable up to $1.5 billion of asset purchases and added a $250 million credit facility with ATLAS SP Partners earlier in the year. Wayflyer says the new capital capacity positions it to deploy up to $4.5 billion over the next 24 months and to continue investing in product development.

Led · Equity · Nov 2025

Ripple offers blockchain-based enterprise solutions spanning global payments, custody, liquidity, and treasury management. It operates a multi-asset prime brokerage platform called Ripple Prime that provides financing and other services to institutional clients in traditional and digital markets. Founded in 2012 and based in San Francisco, Ripple positions itself as a one-stop shop for moving, storing, exchanging, and managing value. The company has secured a $200M debt facility from funds managed by Neuberger Specialty Finance to support growth of Ripple Prime and extend client financing. The financing is intended to increase Ripple's capacity and enhance its ability to serve new and existing institutional relationships. The deal reflects Ripple's focus on expanding institutional-facing products and access to capital.

Led · Convertible Note · May 2025

Dataminr develops real-time, AI-powered intelligence products designed to help governments and corporations navigate physical, digital, and cyber threats. Its technology includes a ReGenAI capability and a focus on Agentic AI to derive actionable intelligence from public data. The company plans to use new capital to advance its corporate enterprise business line, support international expansion, and build new applications across additional verticals. Dataminr has made recent senior hires—naming Brian Gumbel President and COO and Matthew Harrell Chief Partner Officer—to scale sales, customer success, and its partner ecosystem. In March 2025 Dataminr announced $85 million in convertible and credit funding from NightDragon and HSBC, and it has since closed a separate $100 million convertible financing from funds managed by affiliates of Fortress Investment Group. Company statements emphasize growing demand from governments and corporations for accurate, real-time information and the opportunity to commercialize Agentic AI capabilities. Dataminr operates an AI-driven platform that crawls text, images, video, audio and sensor data to generate real-time event briefs and alerts for corporate and government customers. The company serves over 800 customers, including two-thirds of the Fortune 50 and 1,500 newsrooms, and is approaching $200 million in annual recurring revenue. Dataminr holds a five-year, $282 million contract with the U.S. Department of Defense. Management said the firm “doubled down” on AI after a November 2023 round of layoffs that cut about 20% of staff. The new capital is intended to accelerate growth, expand international go-to-market efforts in Europe, the Middle East and Asia, and fund additional products in new verticals. Dataminr was founded in 2009 by Ted Bailey, Sam Hendel and Jeff Kinsey and is based in New York. Dataminr operates a real-time information discovery platform that detects digital patterns of emerging events and critical information from public data signals. Its products include Dataminr Pulse for corporate customers, First Alert for first responders, and Dataminr for News, used in more than 650 newsrooms by over 30,000 journalists. The company’s AI Platform performs trillions of daily computations across billions of public data inputs from over 100,000 unique public data sources. Dataminr plans to use the financing to accelerate growth of its corporate enterprise business line and to invest in internationalization, expanding private and public sector sales across Europe and the Asia-Pacific region. It also intends to continue expanding public data sources (global and regional social media, blogs, web forums, audio and radio, the deep and dark web, cyber signals, and public IoT sensors) and to broaden its AI capabilities into multi-modal event detection, multi-modal fusion AI, and dynamic human-AI feedback loops with domain experts. The company is led by Founder and CEO Ted Bailey and has 650 employees across seven global offices. Dataminr uses proprietary algorithms to instantly analyze all public tweets and other publicly available data to surface breaking news, real-world events, off-the-radar content, and emerging trends. The company delivers relevant signals and contextual analytics to clients through high-value applications and customizable APIs. Dataminr serves customers in finance, the public sector, news, security, and crisis management. CEO Ted Bailey said the new capital will enable Dataminr to meet global demand, expand into new markets, and integrate valuable new datasets into its algorithmic engine. The company plans to enhance its Twitter-based signals and broaden its product offerings using the added resources. Dataminr positions itself as a front line of real-time information discovery across geographies and fields of human activity. Dataminr operates a real-time analytics engine that turns raw social media streams into actionable signals for enterprise customers. Through a strategic relationship with Twitter, it accesses Tweets in real time and uses proprietary multivariable algorithms developed by a team of PhDs and data scientists to cross-correlate public Tweets with other data sets. One core market vertical is financial services, where Dataminr’s web-based desktop application delivers early, market-moving information into buy-side and sell-side workflows. The company’s software provides contextual analytics and integrates directly into enterprise systems. Dataminr says it will deploy the new funding to accelerate growth in current markets and to expand into new verticals. The company is based in New York.

Participated · Equity · Mar 2025

GridPoint is a Reston, VA-based energy management technology company whose platform decarbonizes commercial buildings and supports grid modernization. Its technology leverages data analytics, machine learning and intelligent automation to deliver visibility into complex building operations, reduce energy costs, optimize decarbonization, and increase resiliency. The platform is deployed in more than 20,000 commercial buildings across multiple industries, serving commercial enterprises and electric utilities. GridPoint raised capital to accelerate growth and pursue international expansion into Japan and South Korea. The company’s stated focus is on expanding deployments and driving sustainability and grid modernization outcomes for customers. GridPoint provides a data-driven energy optimization platform that captures energy and facility data to identify inefficiencies and automate controls to save money and reduce carbon emissions. Its subscription model removes upfront financial barriers, enabling quicker technology adoption and cost savings from day one. The platform connects buildings with energy grids and distributed energy resources, enabling participation in demand response programs and monetization of assets like batteries and EV chargers. GridPoint's platform is deployed in over 18,000 commercial sites and has generated cumulative energy savings of more than $873 million while eliminating 11.9 billion pounds of CO2e. The company achieved nearly a 200% increase in grid capacity under management in 2021 versus 2020, driven by rising energy costs, grid reliability issues, and extreme weather. GridPoint is expanding financing partnerships to meet growing demand for its platform and accelerate commercial building decarbonization. GridPoint provides a data-driven platform that connects energy grids with the built environment and behind-the-meter distributed energy resources to optimize energy use and sustainability goals. Its technology leverages data analytics, intelligent automation and machine learning to deliver visibility into building operations, reduce energy costs, maximize decarbonization, and increase resiliency. The platform enables integration of grid-interactive assets such as EV chargers, generators and storage. GridPoint’s software and services are deployed in more than 15,000 commercial buildings across multiple industries. The company plans to use recent capital to continue developing its technology platform and to accelerate deployment of its solutions. Funds will also support investments in sales, marketing, delivery and customer success to drive growth and grid modernization impact. Gridpoint provides design, build and installation services for energy tracking and management systems aimed at companies and government agencies seeking to cut costs and reduce consumption. The company has developed a specialty in sourcing solar and other clean‑tech equipment from domestic suppliers to qualify for federal and state subsidies, rebates and grants. Gridpoint has pursued growth through acquisitions in the smart‑grid space and won a $28 million contract with the United States Postal Service to install energy management systems in selected post office locations. In October 2010 the company appointed John B. Spiritos as CEO. The recent SEC filing shows Gridpoint raised another $23.6 million, intended to fund its energy system work, though specific deployment plans were not detailed in the filing. No revenue or user metrics were disclosed in the article.