Led · Series B · Mar 2025

PetScreening provides a no-cost pet policy management and assistance-animal compliance platform for rental housing owners and managers, including a centralized pet profile and FIDO Score® to standardize risk assessment. The platform evaluates community restrictions (breed, weight, age), processes reasonable accommodation requests per HUD guidelines, and integrates with major property-management systems. Since launching in 2017, the company has expanded to serve more than 7 million rental units across multifamily, single-family, student, affordable, manufactured and military base sectors. PetScreening says it has helped owners capture nearly $300 million in pet-related revenue and has supported over 1.3 million reasonable accommodation requests through its platform. The company has more than 135 employees, occupies 32,000 square feet of office space in Mooresville, N.C., and plans significant headcount expansion. PetScreening has also launched consumer services (FidoAlert/TabbyAlert) and acquired veterinarian-driven content site BetterPet.com to broaden its product offering. PetScreening is a Mooresville, N.C.-based provider of a screening platform that lets property managers outsource pet risk assessment and assistance-animal validation processes. The platform allows housing providers to manage residents’ pets and assistance animals for free while generating opportunities for pet-related revenue and standardizes risk assessment via a digital Pet Profile and FIDO Score. It centralizes pet screening in a single database, weighing factors such as breed, weight and age, and streamlines assistance-animal accommodation request reviews while following HUD guidelines. Non-pet residents can fill a free profile to demonstrate awareness of community rules, and the platform evaluates reasonable accommodation requests for service and support animals. The company is led by founder and CEO John Bradford. PetScreening closed a $3M Series A and intends to use the funds to expand operations, including growing headcount by 25%. The company also plans to enhance current services, develop educational training and marketing content, and add new platform functionality. PetScreening.com is an end-to-end pet screening solution for the apartment and rental housing industry, led by founder John R. Bradford, III. The platform provides liability protection for apartment owners and property managers, validates reasonable accommodation requests for assistance animals, and offers a proprietary FIDO Score™ to assess housing-related pet risk. It also helps ensure residents are held accountable for unauthorized pets and includes integrations with Yardi Voyager and RealPage’s OneSite. Over the last year the company has screened more than 50,000 household pets and reviewed more than 10,000 reasonable accommodation requests. The company is based in Charlotte, NC. Following its seed raise, PetScreening.com plans to use the funds to boost sales and marketing and pursue additional software integrations.

Led · Equity · Nov 2024

Kaizen is a regulatory and data company that combines regulatory expertise with advanced technology to develop automated solutions for trade and transaction reporting assurance, research and surveillance, shareholding disclosure and its Single Rulebook digital platform. Its ReportShield platform enables clients to fully test the accuracy and quality of regulatory reports at the trade level, identify 100% of errors at scale, and efficiently remediate with global regulatory coverage including MiFID, EMIR, SFTR, CFTC and SEC. Led by CEO and founder Dario Crispini, Kaizen was founded in 2013 and is based in London, UK. The company intends to use the funds to accelerate product development, invest in go-to-market initiatives, expand in North America, and enhance its compliance technology. Kaizen has also invested in London Reporting House and Cumulus9.

Led · Equity · Aug 2023

ClassWallet’s patented digital wallet technology enables state agencies and school districts to disburse public funds quickly and compliantly while automating the purchasing and reimbursement lifecycle. The platform is used across 32 states and helps clients realize the full potential of over $2.7 billion in public funds. ClassWallet operates an integrated marketplace of retailers and service providers, including Amazon, Best Buy, Home Depot, Michaels, Office Depot, Scholastic, Staples and Varsity Tutors. Founded in 2014 and headquartered in Hollywood, Florida, the company says it reduces the time and cost of existing solutions while ensuring compliance and mitigating potential fraud. ClassWallet has been recognized on the Inc. 5000 and Deloitte Technology Fast 500 lists for its rapid growth. The recent $95 million institutional growth capital investment is intended to support continued expansion and efforts to reshape how state and local government agencies do business. ClassWallet is a Hollywood, Fla.-based fintech led by founder and CEO Jamie Rosenberg that provides school districts with a spend management platform that reconciles and pays for transactions in a cashless, paperless and automated manner. Its software streamlines manual tasks such as collecting receipts, reconciling invoices and statements, making vendor and reimbursement payments, and performing data entry required to meet annual audit requirements. The company is used in over 2,000 schools across 15 states. ClassWallet raised $2.3M in the reported round and has raised over $7M to date. It intends to use the new funds to expand product offerings and add to its business development and support staff. ClassWallet provides an end-to-end digital solution to disburse, track and manage school system funds, combining funds disbursement, e-commerce, a reloadable debit card and tracking in an integrated platform. The company is used in over 850 schools and is working with large districts including Los Angeles Unified and Polk County; it is also gaining traction with university athletic departments and states for education savings account management. ClassWallet says it reduces transaction costs that historically reached about 40% to less than 5% and shortens the fund-spend-track lifecycle from weeks to same day. The company planned a platform release in January 2017 that includes a solution to allow schools to accept cash payments from parents without bringing cash into school buildings or classrooms, and several districts are already working to implement that solution. In partnership with Brentwood Associates, ClassWallet will accelerate its product roadmap and invest in sales and marketing to expand distribution. ClassWallet operates a platform that enables school systems and related organizations to disburse and track funds. The platform is used by groups and districts including Harrington Park School District, Albuquerque Public Schools Education Foundation, Reading is Fundamental and Broward Education Foundation. More than 40 retailers, including Amazon, Office Depot, Best Buy, School Specialty and Scholastic, accept ClassWallet as a form of payment. The company plans to release a new version of its platform this summer that will add a reloadable debit card and an API for vendor integration. ClassWallet has raised a total of $2.53M and intends to use new proceeds to accelerate sales and advance its product roadmap. The company is led by founder and CEO Jamie Rosenberg and is based in Miami.

Led · Equity · Aug 2023

Intellum provides an enterprise learning management system used by brands across technology, retail, manufacturing, healthcare, and financial services to improve business outcomes through education. The platform combines formalized curricula with informal and just-in-time learning via community, knowledge base, chat, on-demand video, live events, and certifications. It delivers highly personalized experiences based on an individual’s persona, preferences, and content interactions to drive engagement. Led by Co-Founder and CEO Chip Ramsey, the company is prioritizing a new class of product focused on scaled content and engagement. Intellum plans to accelerate product development, go-to-market efforts, and key hiring initiatives to support that strategy. The company recently received a $25M minority growth investment that will support these initiatives.

Led · Equity · Oct 2022

Shibumi offers a strategic portfolio management SaaS platform that aligns strategy-to-execution, optimizes decision-making, monitors dependencies, and provides real-time visibility into projects and benefits. The platform enables adaptive scenario analysis and resource allocation to help organizations deliver enterprise-scale transformation. Shibumi serves corporations including 70+ of the Fortune 1000 and advisory firms such as PWC, EY, IBM, Accenture and LEK. Led by CEO Bob Nahmias, the company focuses on meeting the needs of CIOs, CFOs, EPMOs and operations executives in complex organizations. The company intends to use the new funding to accelerate global market expansion, advance product development, and bolster go-to-market initiatives.