Led · Series A · Jun 2026

Caplight combines proprietary private company and investor data with a marketplace that connects investors and broker-dealers for secondary market liquidity. Its dataset includes 100,000 company and investor profiles, $4 trillion in funding round data, $300+ billion in proprietary secondary data, and more than $5 billion in daily live transaction flow. Customers collectively manage over $52 trillion in assets and access Caplight via its platform, API, and MCP server. The company says it will use the Series A proceeds to expand across private market data and agentic workflows for research and transactions. Caplight was founded in 2021 and is based in San Francisco. Securities transactions are offered through Caplight Markets LLC, member FINRA/SIPC.

Led · Series C · Oct 2024

Finix began as a payments infrastructure business and officially became a payment processor in 2023. The company builds payments tools for businesses that have both in‑store and online footprints, including integrations with multiple physical payments devices and a cost‑plus pricing model that surfaces markups. CEO Richie Serna says Finix doubled down on the processor strategy as transformational for the business and that the company supports merchants across the US and Canada. Serna told TechCrunch Finix quadrupled its revenue in the last year; he declined to share current merchant counts but noted Finix supported more than 12,000 merchants in 2022 and said it closed more deals in 2024 than in the company’s prior history. Finix has about 130 employees today and plans to grow the team and expand into more countries. The company has raised capital to fuel this expansion and further compete with larger processors such as Stripe. Finix builds payments infrastructure as a SaaS product that enables software companies to process their own payments via developer-friendly APIs. The company recently transitioned from being solely an API provider to directly facilitating payments and entering in-person payments, allowing it to serve smaller customers below its prior ~$50 million transaction-volume sweet spot. Finix says this strategy shift and product expansion reduced onboarding time for customers and drove growth over the past six months. The startup reported that Q2 2022 was its best quarter ever for new deals closed. Finix has raised multiple financings to date and did not disclose a valuation for its latest round, saying the capital raised this summer occurred at an increased valuation. The company positions itself as an open ecosystem alternative to competitors like Stripe. Finix supplies the plumbing that lets startups and merchants run payments in-house rather than using plug-and-play providers. The company charges customers a software fee plus a sliding fee tied to processed payments and targets businesses with high transaction volumes. Finix recently launched Flex, an underwriting model intended to reduce switching costs between payment providers. Management declined to disclose revenue, valuation, profitability, or customer count, but said transaction volume grew roughly 4.5x from Q2 2019 to Q2 2020. The firm has grown its customer base month-over-month and plans to use new funding to expand headcount. As of the article, Finix had a team of 85 employees and intends to double that by mid-2021. Finix is a software-as-a-service startup that sells payments technology to other businesses and self-describes as a payment infrastructure company. It provides APIs and tooling that let software companies embed payments into their platforms, charging a regular software fee plus a sliding fee tied to payment volume rather than a fixed per-transaction percentage. Finix positions itself to help vertical SaaS companies bring payments in-house to capture more revenue and simplify complex relationships across processors, banks, and networks. The company plans to use new funding to scale the organization, beef up product and engineering, expand international payments support, and double headcount by year-end (it had about 60 staff previously). Finix declined to disclose a valuation or growth metrics in this round, but said it provided a TAM figure and noted the number of countries in which it operates. Including an October 2017 seed and a $17.5M Series A in July 2019, Finix has now raised more than $55M to date. Finix is a payments infrastructure platform that gives businesses a way to own, manage and monetize their entire payments experience without the expense of building an in-house system. The platform offers APIs and dashboards, a fixed pricing model so customers don’t forfeit basis points, and tools to configure the payments stack and manage provider ecosystems through a single platform of record. Finix is SOC I and SOC II, PCI‑Level 1 and GDPR compliant and is used by customers such as Clubessential and Lightspeed POS Inc. Founded in 2015 and based in San Francisco, the company plans to use the new funding to accelerate product development and sales worldwide. The Series A brings total capital raised to more than $20m to date. In conjunction with the funding, Matt Harris of Bain Capital Ventures joined Finix's board of directors.

Led · Series B · Jan 2024

Leal is a SaaS retail-tech company that enables B2C brands, e-commerce sites and financial institutions to build customer databases and offer cashback, rewards and targeted campaign management. The platform integrates with 160 point-of-sale systems and provides campaign tools and customer-behavior tracking, including for cash-paying customers. Leal works with more than 1,000 brands across 15 industries in eight countries; its client list includes Subway, Verifone and Chevron. The company reports more than 6 million users (up from 1.5 million in 2020), with 3.5 million active users joining in the last 12 months. Founded in 2016 by Camilo Martinez and Florence Frech and based in Bogotá, Leal nearly lost 85% of its merchants during the pandemic and rebuilt its business from 2021 onward. With the new funding it plans to reach $10 million in annual recurring revenue and to invest in Mexico penetration, omnichannel communications, smarter data collection, automation of benefits and AI-driven personalization including generative-AI chatbots and strengthened WhatsApp and Facebook Messenger channels. Leal is a Bogota, Colombia-based fintech operating across Latin America that provides cashback and rewards products enabling consumers to earn money back on everyday purchases. Led by CEO Camilo Martinez and COO Florence Frech, Leal launched in 2021 functionality that lets grocery shoppers scan paper receipts to earn Leal Coins redeemable for goods and services including gas, cell phone top-ups and Rappi deliveries. The company positions its digital wallet as an ecosystem that offers additional services beyond cashback, including a broader payment ecosystem and merchant network. Leal plans to expand its rewards program, digital wallet, payment ecosystem, user base, merchant network and Leal Coins throughout Mexico, Colombia and Central America in 2022. It intends to use new funding to launch a co-branded credit card, scale operations in Mexico and invest in technology development over the next year. Leal is a loyalty startup based in Bogota that aggregates reward programs into a single app used by more than 1 million registered users and over 450 affiliated brands. The platform integrates with point-of-sale payment terminals to capture transactional data and convert it into analytics for merchants. Businesses can use Leal's analytics to identify customers, visit frequency, average purchase tickets and brand perception. The system also enables brands to send customized, automated messages via SMS or email. Leal intends to use the new funding to accelerate expansion into Central America, starting with El Salvador and Panama. Co-founded by Florence Frech and Camilo Martinez, the company has raised more than US$5m to date.

Led · Seed · Mar 2022

Onuu, based in Austin, Texas, targets roughly 166 million Americans of modest means who lack access to basic financial products. The company offers personalized life insurance, savings and credit card products alongside a digital guide and individualized financial literacy experiences at an affordable monthly price. Onuu plans to use AI- and machine-learning-driven approaches to deliver contextual, highly customized financial services within users' financial lives. The founding team—Felix W. Ortiz III and Ryan Wuerch—brings extensive fintech experience, and the company says the founders have over 100 years of combined financial technology experience. Onuu is majority Hispanic-owned, employs a 20-person team, and reports that 60% of staff are minorities or women. The company recently closed a $6 million Seed A round to accelerate product development and launch.

Participated · Series A · Aug 2021

Yaydoo provides three core products — VendorPlace, P-Card and PorCobrar — to manage cash flow, optimize access to liquidity, and connect businesses to an ecosystem of digital tools. The platform automates procurement, accounts payable and accounts receivable in a simpler, more affordable format aimed particularly at small businesses. Yaydoo operates a SaaS subscription model and plans a freemium offering to build a pool of potential customers it can convert as they scale. The company is investing in product development and exploring working-capital services that use invoice and payment-flow data to surface funding gaps. Yaydoo has grown to over 800 customers (from 200 in Q1 2020) and expanded headcount to about 100 from 30. In the past 12 months over 70,000 companies transacted on the Yaydoo network and total payment volume grew to hundreds of millions of dollars.