Participated · Series A · Feb 2026

EnFi builds agent-based AI technology that automates the full commercial lending lifecycle, from initial deal screening through portfolio monitoring. The company’s agents act as virtual co-workers for banks, private credit funds, credit unions, and fintech lenders, and can be deployed in 60–90 days, expanding the capacity of credit professionals while strengthening risk oversight and accelerating credit decisions. Management positions the offering as “agentic human infrastructure,” augmenting rather than replacing human judgment. To date, EnFi has secured $22.5 million in venture funding, including its newly announced Series A round. The fresh capital will be used to scale the core technology, hire additional staff, and accelerate go-to-market initiatives. CEO and co-founder Joshua Summers emphasizes that demand for credit is outpacing the available human talent pool, making EnFi’s capacity-expanding solution increasingly attractive to lenders.

Led · Equity · Aug 2025

Grasshopper is a client-first digital bank that provides tailored banking solutions for small businesses, startups, venture capital and private equity firms, fintechs (BaaS), and commercial clients. Its product set includes secure depository accounts, flexible lending (including SBA, commercial real estate, and yacht lending), commercial APIs, and white-labeled consumer banking. Following a merger with Auto Club Trust, FSB, Grasshopper is expanding consumer offerings through an affinity partnership with The Auto Club Group while continuing to deepen business banking capabilities. The company plans to scale its technology and broaden its product suite to serve a wider and more diverse customer base. Grasshopper reported strong growth: total assets grew 53% to $1.33 billion, total deposits rose 81% to $2.37 billion, and total loans reached $961.8 million at June 30, 2025 (up 49% versus December 31, 2024). The bank is headquartered in New York and positions itself as a full-service, industry-focused digital bank. Grasshopper Bank is a digitally native commercial bank focused on serving the innovation economy and steadily growing, profitable companies, including regionally focused businesses and ecosystem service providers. The bank emphasizes streamlined, digitally driven services—account opening can be completed online in under ten minutes—and uses technology to underwrite loans with new criteria so it can serve companies that need smaller financings (under $5 million). Grasshopper aims to act as a partner to entrepreneurs, provide referrals for financing options it does not offer, and improve access for women- and minority-owned businesses. Judith Erwin, the CEO, draws on prior experience helping found Square 1 Bank and leadership roles at Comerica, Imperial Bank, and Plaza Bank of Commerce. Grasshopper opened to beta testers on May 13, 2019 and planned a broad rollout in early 2020. The bank built an expert, independent board and secured regulatory approval as the first OCC-chartered bank in the Northeast in more than ten years (the ninth charter since the 2008 crisis).

Led · Series B · Jan 2023

Core10 offers banking and lending products alongside software development and integration services targeted at community financial institutions. Its Accrue platform provides digital account opening, digital lending, and core/fintech connectivity to accelerate community banks' digital transformation. Accrue is an OEM Salesforce Partner and an alumnus of the 2022 ICBA ThinkTECH Accelerator, delivering a configurable, scalable solution built specifically for community banks and credit unions. Core10 also supplies API integration expertise with subscription and project-based solutions to reduce backlogs and staffing costs. The company has a North American 'Hereshore' model with teams across the U.S. and Canada to maintain competitive costs and security. Core10 closed a $6.5M Series B to scale Accrue and strengthen its banking technology and integration services, bringing total funding to $12.5M. Core10 is based in Huntington, West Virginia, and Nashville, Tennessee, and builds fintech infrastructure solutions that connect financial data and applications across institutions and platforms. Led by CEO Jeff Martin, the company develops software for banks, credit unions and fintech firms. It closed a $3.5M Series A to fund growth initiatives. Core10 plans to use the proceeds to expand sales efforts nationwide and recruit software development talent in Nashville, southeastern Ohio, eastern Kentucky and West Virginia. The company aims to create 250 additional technology jobs by the end of 2020, signaling an emphasis on scaling engineering capacity to deliver its fintech integrations.

Participated · Series B · Oct 2022

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.

Led · Equity · Feb 2022

PatientFi is an Irvine-based buy-now-pay-later provider that helps patients pay for elective and aesthetic medical procedures in installments. It splits upfront costs into manageable payments so patients can access cosmetic and other out-of-pocket treatments. With a recent $25M financing led by Questa Capital, PatientFi plans to ramp up sales and marketing, build commercial partnerships, and push out new products. One announced product is PRIVI, a subscription and practice loyalty platform that lets patients pay for customized aesthetic treatment plans monthly while earning rewards. The articles cite a large addressable market—about 15 million U.S. patients have undergone aesthetic treatments and roughly 80 million consumers are considering procedures—underscoring demand for PatientFi’s service. PatientFi provides a point-of-sale platform used by healthcare providers to offer patients financing alternatives to pay over time for out-of-pocket medical expenses. The company serves a nationwide network of practices across plastic surgery, dermatology, dentistry, fertility, audiology, and ophthalmology. Its platform is designed to fit healthcare workflows and to deliver fair, transparent financial products that avoid compounding interest and hidden penalties. PatientFi reports rapid commercial traction and strong credit performance in a competitive market. The company reached profitability last year and is focused on accelerating commercial growth with strategic equity partners. PatientFi plans to scale into additional healthcare specialties and expand strategic partnerships with banks and credit unions.