Participated · Series C · Aug 2025

GeoWealth provides an asset management platform and financial technology solution built specifically for the needs of modern registered investment advisors (RIAs). Its platform enables advisors to access a diversified lineup of model portfolios and to offload mid‑ and back‑office responsibilities such as performance reporting, billing, and portfolio accounting. The company plans to enhance its integrated technology platform and deepen both custom and public‑private model capabilities, while investing in product development and client service. GeoWealth's recent financing included a $42.5M minority investment as a Series C extension from Goldman Sachs, with existing minority investors including Apollo, BlackRock, J.P. Morgan Asset Management, and Kayne Anderson Capital Advisors (sub‑advised by Composition Capital); The Globe Resources Group remains the majority owner. Founded in 2010 and led by CEO Colin Falls, the company is based in Chicago, IL.

Led · Series B · Nov 2024

Arbolus provides an expert insights platform used by major consulting firms, hedge funds and private equity investors to source attributable B2B expertise. Its multi-product offering includes traditional expert calls, Canopy (an asynchronous video Q&A tool), Arbolus Insights (a proprietary B2B customer database) and survey capabilities for hard-to-reach audiences. The company says growth has been driven by product innovation and rising customer demand, with Canopy cited as a key adoption driver. Since its last round Arbolus has more than doubled revenue and grown its team to 180 employees. The business intends to continue developing product functionality and expanding commercial operations, particularly in the U.S. market. Arbolus is headquartered in London and also operates offices in New York, Barcelona and Delhi. Arbolus is a digital knowledge-sharing platform that enables companies to source the right industry professionals and gather information via multiple methods to produce unique data points. Founded in 2018 by Sam Glasswell and Will Leeming, the company is headquartered in London and maintains offices in New York, Barcelona and Delhi. It has expanded operations into the US, Spain and India and doubled its team to around 100 employees. The business reported that revenue tripled in the last year and that customer demand has increased. Arbolus intends to use the new funding to expand capacity to meet customer demand and to develop further products. The company positions its product offering around improving decision-making through access to expert knowledge and differentiated data. Arbolus builds an enterprise knowledge platform that captures recordings of expert interviews, transcribes them, and shares searchable knowledge across companies' internal networks using natural language processing and an AI backbone. Companies subscribe to the platform and pay software fees; Arbolus also collects transaction fees when firms pay independent experts on its marketplace. The three-year-old startup reports 7x year-over-year growth and works with more than 80 customers, including KPMG and UiPath. It has offices in Barcelona and New York and recently appointed Pau Beltran as CTO. Founders Sam Glasswell and Will Leeming previously scaled an expert agency and started Arbolus to prevent knowledge loss by better capturing and distributing external expertise. The product is positioned to make expert insights digestible, searchable, and usable across departments for months and years after interviews take place.

Participated · Series B · Jan 2022

Curbio provides a pay-at-closing home improvement solution for real estate agents, brokerages and their listing clients, completing pre-listing projects of any size from start to finish with zero payment until closing. The company uses proprietary technology to power its service and partners exclusively with agents to help homes sell faster and for top dollar. Curbio is used by thousands of realtors and brokerages nationwide. The company raised a $65M Series B earlier in the year and closed a $25M credit facility with Cambridge Trust, bringing total 2022 funding to $90M. Curbio has raised $118M since its founding in late 2017. It intends to use the funds to expand into additional markets, further develop its proprietary technology, and support growth expected to exceed $100 million in 2023. Curbio provides a pay-at-closing home improvement solution for real estate agents, brokerages and home sellers, handling sourcing, project management and communication. The company acts as the licensed, insured general contractor on all projects. Led by CEO Rick Rudman, Curbio develops proprietary technology and a job platform for contractors to manage projects and workflows. In January 2022 Curbio raised $65M in a Series B to support growth. The company intends to use the funds to expand into additional markets and further develop its proprietary technology, including the growth of its job platform for contractors. Curbio is based in Potomac, Maryland. Curbio provides home improvement services specifically designed to help real estate agents prepare client homes for market with payment due only at closing. The company uses proprietary technology, including a platform and app, to monitor project schedules, visual updates and communications to keep projects running smoothly. It operates an invitation-only job platform that vets and invites top contractors. Curbio intends to use recent funding to expand its market footprint, develop its technology further, and grow its contractor platform. The company is a graduate of the NAR REACH growth program, which leverages the National Association of Realtors' membership to refine and scale solutions for REALTORS®. The article states the company is based in Potomac, MD. Curbio is a Potomac, Md.-based real estate technology company that specializes in pre-sale home renovation to help Realtors and their clients prepare homes for sale, reduce days on market and increase seller proceeds. The platform provides real-time project communication and updates via comments, pictures and video. It complements these features with a design-build process that includes complete project management, pre-selection of materials and renovation choices. Founded in late 2017 by Matt Siegal and Rick Rudman, Curbio currently serves the District of Columbia and surrounding suburbs of Maryland and Virginia, Greater Baltimore, Atlanta, Dallas, Houston, Phoenix, Orlando and the Greater Philadelphia and South Jersey metropolitan region. The company plans to use the Series A capital to build out its proprietary technology and expand to new cities. Curbio plans to complete over 1,000 renovation projects in 2020 while doubling city expansion in 2020 and 2021 and has raised $13.6M in total funding.

Participated · Equity · Sep 2021

CreatorIQ provides a modern, scalable influencer marketing software called the Creator Intelligence Cloud that uses data science and intellectual property to enable global teams to collaborate on a single system of record. The platform streamlines influencer workflows and emphasizes data, commerce, and measurement capabilities. CreatorIQ counts global brands such as AB InBev, Disney, Sephora, and Unilever among its customers. The company plans to use new funding to invest specifically in data, commerce, and measurement technologies with a focus on e-commerce and improved measurement. CEO Igor Vaks framed the raise as a response to accelerating growth in the creator economy and a means to better solve customer outcomes. Forrester named CreatorIQ a Leader and awarded perfect scores across its Data & Measurement criteria; the company was also listed on the Inc. 5000 and recognized as a top workplace in LA and NY. CreatorIQ provides an enterprise-grade influencer marketing platform called the Creator Intelligence Cloud that enables data‑science enabled creator discovery, end‑to‑end workflow, brand safety, and measurement. The platform is used by enterprise customers including Disney, Salesforce, Sephora, Unilever, CVS, H&M, Mattel and global PR & media agencies. Over the past twelve months the company has accelerated to become the world’s largest and most advanced influencer marketing SaaS platform, marking a fourth straight year of over 100% growth. CreatorIQ says customers choose its technology to bring influencer marketing technology and data ownership in‑house for cross‑team collaboration, security and compliance, and data transparency. The company is investing its recent financing to improve user experience, data science, paid media and advanced measurement, global expansion, and strategic alliances and partnerships. CreatorIQ is headquartered in Los Angeles with offices in New York, Chicago, and London and has been recognized by Forrester and G2 for leadership and data & measurement capabilities. CreatorIQ offers an Enterprise Creator Cloud that enables AI-powered creator discovery, end-to-end workflow management, brand safety, and measurement for influencer marketing. The platform includes proprietary data products for fraud detection, global creator payment and paid-media solutions, and security standards tailored to Fortune 500 needs. CreatorIQ tracks 99% of creators globally, and clients run tens of thousands of campaigns for more than 2,000 brands. The company is developing a proprietary algorithm to assess audience authenticity and a deduplication methodology to find true reach and address follower fraud. CreatorIQ is headquartered in Los Angeles and maintains offices in New York, Chicago, and London. The newly raised capital is intended to accelerate growth of its Enterprise Creator Cloud. CreatorIQ (formerly SocialEdge) provides an end-to-end SaaS workflow for influencer-marketing campaigns, including talent discovery, relationship management via a proprietary database, campaign tracking, compliance monitoring, and performance reporting. The platform overlays clients' first-party data with CreatorIQ’s demographic and psychographic data, including IBM Watson, to produce standardized measurement and analytics at scale. CreatorIQ supports discovery across Facebook, Instagram, Twitter and YouTube and automates tracking of key campaign metrics across owned and partner channels. The company counts customers such as Disney’s Maker Studios, Fullscreen, Horizon Media, ipsy, Studio71, Tastemade, The Marketing Arm and VaynerMedia. Leadership highlights in the article include CEO and founder Igor Vaks and early investor Gary Vaynerchuk, who praised the platform’s ability to standardize measurement. The company plans to expand its research, analytics and business development efforts to enhance its software product.

Participated · Series D · Apr 2021

PosiGen installs and finances solar and energy-efficiency upgrades for homeowners in underserved communities, operating as a certified Public Benefits Corporation. The company has installed nearly 30,000 solar systems and generated over 645,000,000 kWh from solar panels since founding. PosiGen reports it has saved homeowners more than $65.9 million through its solar and energy-efficiency programs. With additional capital from Brookfield, PosiGen plans to scale its business and extend its savings-guarantee model to more households without regard to FICO score or income thresholds. The new funding is positioned as working capital to expand deployment and support continued growth of its Solar for All efforts. PosiGen offers residential solar and energy efficiency through a unique solar leasing model that removes barriers for low- and moderate-income homeowners by operating without restrictive income requirements or credit score minimums. The company pairs solar installations with energy efficiency upgrades and has completed more than 25,000 solar energy systems and 20,000 energy efficiency upgrades for nearly 22,000 families as of March 2023. PosiGen customers have produced nearly 570,000 MWh of electricity and saved an estimated $66 million on their utility bills to date. The company operates in multiple states and Washington D.C., and the PosiGen family includes more than 600 direct employees. With recent financing, PosiGen plans to deploy thousands more systems and upgrades in underserved communities to reduce energy burdens and scale decarbonization. A $12 million bridge loan is intended to boost cash flow immediately, help unlock federal Investment Tax Credit adders, and position the company to attract additional private capital. PosiGen delivers residential solar and energy-efficiency solutions aimed at low- and moderate-income homeowners through lease products and a partner program. The company says it has served more than 25,000 customers across California, Connecticut, Louisiana, Mississippi, New Jersey, New York, Pennsylvania, Maryland, Massachusetts, and Washington, D.C. PosiGen employs more than 600 direct employees and supports over 150 contract workers. Its Partner Program has helped 2,000+ homeowners go solar since launching in 2021. Headquartered in Louisiana and founded in 2011, PosiGen frames its work under a "Solar for All" mission to close the clean energy affordability gap. The company plans to deploy recent financing to expand into additional states and prioritize Energy Communities and Low-Income Communities identified under the Inflation Reduction Act. The new capital commitment is intended to support continued asset growth and broader access to clean energy for households with high energy burdens. PosiGen provides solar PV installations and energy-efficiency upgrades targeted at low-to-moderate-income (LMI) households, often packaged as solar-plus-efficiency offerings. The company says it has served over 19,000 customers to date, about 50% of whom are in communities of color. PosiGen has worked with partners such as the Connecticut Green Bank to offer no‑upfront‑cost solar leases with no credit requirements; a recent case study found higher delinquencies but a reasonable return on investment from that program. The company also deploys rapid‑response solar power stations for disaster relief, installing 12 stations after Hurricane Ida using 30‑panel (11,400 W) systems with batteries providing 27,000 watt‑hours. PosiGen plans to use new financing to grow the business and close the affordability gap for solar, storage, and energy‑efficiency upgrades for LMI customers. Headquartered in New Orleans, Louisiana, the company combines product deployment and financing solutions aimed at increasing access to clean energy among underserved communities. PosiGen provides rooftop solar and energy efficiency solutions to low-to-moderate income (LMI) households. Its core product is low-cost rooftop solar panel leases combined with energy efficiency upgrades, aimed at delivering lower utility bills and environmental benefits. The company has served over 17,000 customers to date, approximately 50% in communities of color, and reports more than 270 direct employees plus over 120 contractor-supported staff across Louisiana, Connecticut, New Jersey, New York and Florida. Customers can see dramatic savings well in excess of 20% of their annual energy spend. PosiGen intends to use proceeds from its Series D to expand into select markets nationwide to scale its model. Marathon Capital is advising on raising tax equity to support the company's accelerated growth plan.