Participated · Series B · Feb 2026

Uptiq develops Qore, an AI orchestration platform that bundles document intelligence, financial reasoning skills, multi-agent workflows, and secure integrations into a single, compliance-ready system for regulated financial institutions. Its pre-packaged applications power commercial lending, covenant monitoring, advisor onboarding, compliance documentation, underwriting, and other banking and wealth-management workflows. More than 140 financial institutions—including Focus Financial Partners, Alpha Modus, Orion, Broadridge, Nano Banc, and TransPecos Banks—use Uptiq, and the platform has processed over $1 billion in transactions. Reported customer outcomes include underwriting decisions up to 41 % faster, 29 % lower operational costs, and double the volume of loan applications processed without adding staff. With its new capital, the company will expand Qore into a self-serve platform so internal bank teams and external developers can prototype and deploy financial AI solutions in days. Longer-term, Uptiq intends to foster an ecosystem of SMB and consumer-facing applications built on Qore that come with built-in compliance and risk controls. The company is headquartered in Dallas and led by founder and CEO Snehal Fulzele.

Participated · Series A · Nov 2025

Pie Systems develops PIE VAT, a software platform that digitizes duty-free tax refunds while using the resulting data and network to link travelers with retail and hospitality businesses. The company positions itself as a broader "travel platform" that can redefine the shopping experience for inbound tourists and open new marketing channels for merchants. Originating in Japan, Pie Systems sees vast headroom in the inbound travel market, which it notes is second only to the automotive sector in size. By streamlining VAT refunds and aggregating transaction data, the firm aims to drive higher tourist spending and deliver actionable insights to partners. Pie Systems recently secured a USD 15.5 million Series A round, the only publicly disclosed financial metric to date. The fresh capital is intended to accelerate growth and expand the platform’s global footprint. To support this expansion, the company is actively hiring and seeking additional corporate partners.

Participated · Series A · Apr 2025

Blue Onion is a subledger that uses AI-powered reconciliation algorithms to deliver fully reconciled, transaction-level financial data that is accurate, auditable, and ready for automation. The platform integrates with order systems, payment processors, and bank accounts to match orders, payments, and cash receipts, enabling finance teams to close their books daily. Its customers include retail and ecommerce brands such as Supergoop!, BarkBox, and a.k.a brands. Founded in 2020 and led by CEO Lyndsey Bunting, Blue Onion plans to launch new AI-driven features to expand integrations, support more financial accounts, enhance customization, and refine automation for precise bookings. The company is also investing in strategic partnerships, events, and customer education to build a stronger community around its product. Financially, Blue Onion announced a $10M Series A and has raised $17.6M in total to date.

Participated · Series B · Nov 2024

Notabene runs what it describes as the largest open network for regulated on-chain transactions, combining Travel Rule compliance with pre-transaction verification and authorization capabilities. Its B2B product, Notabene Flow, extends the network into stablecoin payment use cases such as pull payments, recurring payments, and automated invoicing. The network spans more than 2,300 connected institutions across 100+ jurisdictions, serves 280+ customers including tier-1 banks, custodians, fintechs, and exchanges, and has facilitated over $2 trillion in annualized transaction volume. Notabene is partnering with Ripple to integrate RLUSD and accelerate enterprise adoption of compliant stablecoin payments. The company plans to use strategic partnerships and Ripple's enterprise ecosystem to scale Notabene Flow and onboard additional institutions. Notabene was founded in 2020 and is headquartered in New York.

Participated · Equity · Oct 2022

CrowdStreet is an Austin, TX–based online real estate investing platform that gives investors direct access to a diverse range of commercial real estate opportunities. Led by CEO Tore Steen, the platform enables individual investors to invest in single-property deals, professionally managed funds, and separately managed accounts. Since inception the company has raised over $3.6 billion from individual investors for more than 670 commercial real estate projects across the U.S. In 2021 CrowdStreet's investor community funded $1.2 billion, the company's first billion-dollar year. As of August 2022, 138 investments had been fully realized, producing an average 17.5% IRR and a 1.50x average equity multiple. The company plans to use new funding to improve the technology that powers its platform and to expand into the wealth management channel so financial advisors can help clients add commercial real estate to portfolios. CrowdStreet operates an online marketplace that gives accredited investors access to institutional-quality direct equity investments in commercial real estate. The platform enables sponsors to raise capital through online fundraising and to manage investors both on the Marketplace and via a SaaS solution. Led by CEO Tore Steen and based in Portland, Oregon, the company also leveraged its own platform to facilitate fundraising and investing. CrowdStreet said it intends to use the $12M Series C proceeds to expand operations. The company was on track to raise over $500 million in real estate investment capital through its Marketplace in 2019, more than in its first five years combined. Since inception it has returned more than $80 million in cumulative distributions to thousands of investors across almost every state. CrowdStreet operates an online marketplace and software platform that helps real estate developers and operators raise capital, acquire investors and manage offerings, while enabling high-net-worth individuals to invest in commercial real estate. The company plans to use the new funding to continue building out its fundraising and investment management platform and to accelerate its next stage of growth. Led by CEO Tore Steen, CrowdStreet combines marketplace listings with tools for managing portfolios and investor relationships. The platform reports 100,000+ investors and more than $320 million in capital raised across 220+ offerings. The company is based in Portland, Ore., and positions itself as both a marketplace and software provider for commercial real estate fundraising. CrowdStreet operates an online commercial real estate marketplace and a SaaS-based investor lifecycle management solution. The marketplace enables investors to co-invest alongside commercial real estate developers, operators and capital providers with minimums starting as low as $10,000. Sponsors can publish opportunities on the public marketplace or use Sponsor Direct, a white-label version of the software to publish deals on their own sites. Investors receive access to a secure, sponsor-branded investment website where they can review performance, correspond with sponsors, and download documents. The company will use the $3.5M Series A to further innovate its products and core technology, develop key partnerships and scale its investment platform. Leadership includes co-founder and CEO Tore Steen and co-founder and VP of Business Development Darren Powderly; Jeff Hinck of Rally Ventures will join the board as part of the financing. CrowdStreet operates an online marketplace that connects accredited investors with institutional-quality commercial real estate investment opportunities. Through the platform, investors can find pre-screened commercial real estate opportunities, manage offers, track investment performance and build portfolios by product type, geographic region and targeted return. The company was founded in 2013 and is led by CEO Tore Steen from Portland, Ore. CrowdStreet closed an $800K seed funding round and plans to use the funds to grow its investor membership base, attract new real estate sponsors and continue enhancing its platform. The firm has added Ian Formigle as vice president of Investments and Steve Drew as vice president of Product and Marketing. Board additions tied to the round include Dino Vendetti of Seven Peaks Ventures and Simon Yoo of Green Visor Capital.