Led · Debt Financing · Jan 2026

Nada is a financial technology company focused on giving homeowners flexible, non-debt access to their home equity. Its flagship product, the Home Equity Agreement (HEA), allows owners to convert a portion of their equity into cash in exchange for a share of the home’s future appreciation, eliminating the need for monthly payments or interest. The company currently operates in 14 states and plans to expand into additional markets nationwide. Nada supplements the HEA with an integrated homeowner finance platform designed to support equity management across every stage of homeownership. With U.S. households holding more than $35 trillion in tappable equity, the firm positions itself as a scalable alternative to traditional home-equity loans and cash-out refinancing. Nada is backed by investors including LiveOak Ventures, Interlock Partners, and Nomura Strategic Ventures, providing additional strategic support for its growth. The recent institutional partnership with Medalist Partners further bolsters its capital base, enabling accelerated origination of HEAs.

Led · Debt Financing · Jul 2024

Car Capital Technologies provides financing solutions and origination services to independent and franchise automotive dealerships, supporting dealer growth and portfolio expansion. The company offers debt facilities and plans to enhance its underwriting through AI-compatible models while improving its technology platform. Recent financings will be used to expand its dealer network and scale origination capabilities. Car Capital closed a senior/subordinate warehouse financing facility composed of Class A and Class B secured debt to support ongoing originations. Management is expanding with three senior hires: Jeff Adams joining the board, Kevin Godart as Head of Capital Markets and Assistant Treasurer, and Deanna Hamideh as Controller. These hires are intended to strengthen remarketing, capital markets execution, and financial reporting as the company grows. Car Capital operates DEALSSM, a proprietary web-based Dealer Electronic Auto Loan System that lets franchise and independent dealers make immediate auto loan decisions and modify deal terms in real time. The platform allows dealers to adjust terms based on the economics of each car and consumer, enabling back-end profit based on performance rather than minimum portfolio size requirements. The company is led by co-founder and CEO Justin Tisler and Chairman Brian Reed and serves both franchise and independent dealer partners. Car Capital closed a $20 million credit line with Medalist Partners, giving it access to capital to expand its business and fund deals. The debt facility is intended to support growth and transaction activity across its dealer network.

Led · Debt Financing · Mar 2022

Edly operates a student loan platform that matches investors with students using income-based repayment (IBR) loans, a regulated private-sector lending model. The platform underwrites borrowers using historical outcome data from sources such as the Department of Education, BLS, private databases, and Edly’s proprietary data rather than traditional credit scores or co-signers. Edly plans to use recent financing to fund IBR loans to students across the U.S. The company has funded more than 4,000 students since its 2019 launch and is available to provide financing to students at over 1,800 U.S. colleges and universities. Led by CEO Chris Ricciardi, Edly’s student IBR loans are unsecured personal loans originated by FinWise Bank, a Utah‑chartered commercial bank and FDIC member. The platform emphasizes social-impact investing in education and tailors repayment to borrowers’ starting salaries and career progress. edly operates an income share agreement (ISA) marketplace connecting accredited ISA investors with ISA issuers including colleges, skills academies and vocational schools. The platform offers liquidity to schools through its capital market of accredited ISA investors and lists programs that include millions of dollars of ISAs from issuers such as Holberton School, V School and Bottega. Pending listings on the marketplace include Sabio, Advanced Welding School and American Diesel Training Centers. The company is led by CEO and co-founder Chris Ricciardi and is based in New York City. edly closed a seed financing round of undisclosed amount led by Mistral Venture Partners. It intends to use the funds to expand market development and continue innovating in education finance.

Led · Equity · Oct 2020

Finexio provides an Accounts Payable Payments-as-a-Service platform embedded within Procure-to-Pay suites that automates and digitizes payments and supplier management. Its AI-driven platform optimizes payment timing and cash flow, enables payment monetization, and offers fraud prevention, analytics, and reporting. The infrastructure supports payment methods including ACH, virtual credit cards, and checks and is presented as a fully managed solution for AP. Finexio positions AP as a strategic revenue generator rather than a cost center. The company is backed by investors including JP Morgan and Mendon Venture Partners. It plans to use financing to support growth and working capital needs. Finexio provides end-to-end AP payment capabilities embedded within Accounts Payable and Procure-to-Pay (AP2P) software platforms. The company is led by Founder and CEO Ernest Rolfson. Finexio raised $35M in a Series B at a $100M pre-money valuation. The financing was intended to fund expansion of operations and broaden the company’s business reach. The company operates from Orlando, Florida and focuses on enabling AP payments-as-a-service for software platforms. Finexio is an Orlando, Fla.-based Accounts Payable (AP) Payments-as-a-Service infrastructure company powering many of the world’s largest accounts payable and procurement software platforms. The company provides white-label payment solutions and is deploying at scale across leading global procurement and AP platforms in sectors including hospitality, healthcare, higher education, manufacturing, and construction. Finexio reports a user base of 150,000 customers, $200 billion in annual B2B AP spend, and over 3 million suppliers. Its founder and CEO is Ernest Rolfson. In May 2022 Finexio closed a $10M funding round backed by Patriot Financial Partners and new investor Mendon Venture Partners. Banc of California invested in August to deepen its portfolio of product offerings, and the two companies intend to roll out an AP B2B payments and working capital offering by the second quarter of 2022. Finexio offers AP payments as a service, integrating end-to-end AP payment capabilities within AP and procurement software platforms. Led by CEO Ernest Rolfson and based in Orlando, Fla., the company focuses on enabling electronic payments and improving accounts payable workflows. It serves a customer base of 400 customers representing $4 billion in annual AP spend, and its integrated AP and procurement installed base spans over 150,000 bank accounts generating over $25 billion in accounts payable spend, much of which is still processed via paper check. Finexio plans to use new funding to expand development efforts and product capabilities. In partnership with Medalist, the company is launching an integrated Supply Chain Finance (SCF) solution designed to meet the needs of middle-market companies and improve cash flow for SMBs. Finexio provides an API used by accounts payable platforms, ERP systems, and corporations to identify suppliers that can be paid electronically and route payments without requiring bank account information. Its patent-pending technology enables customers to pay suppliers securely and quickly, eliminating paper-based checks. The company was launched in early 2017 by CEO Ernest Rolfson and is based in Orlando, Fla. Finexio completed a $4M Series A financing, bringing total funding since launch to $5M. The company will use the funds to continue to expand its sales and marketing efforts. In conjunction with the financing, payments executive Henry Dreifus will join Finexio’s Board of Directors and Steve MacDonald will join as an observer.