Participated · Equity · Sep 2025

WorkFusion provides pre-built AI Agents that handle labor-intensive, document-heavy processes across anti-money laundering, sanctions screening, Know Your Customer, transaction monitoring and related financial crime compliance workflows. After a 2022 restructuring to focus exclusively on agentic AI, the company leverages more than a decade of work in automation and intelligent document processing. Its technology is currently deployed by 10 of the world’s top 20 banks, where it automates over one million alert hits and eliminates the need for roughly 5,000 full-time-equivalent hours each day. Management reports that customers collectively save about 40,000 hours of manual work daily, scaling compliance team capacity by three- to five-fold. WorkFusion positions its offering as faster, cheaper and more consistent than hiring or outsourcing, mitigating the mounting backlog and cost pressures faced by compliance teams. The company is targeting the $155 billion financial crime compliance operations market and expects accelerating adoption as 85% of financial institutions plan to deploy AI agents in 2025, according to an April 2025 Georgian/NewtonX survey. The recent financing provides capital to expand product capabilities and support global growth.

Participated · Series H · May 2025

Stash is a financial platform dedicated to empowering people to invest and build better lives through simple, automated solutions. Its product suite includes subscription plans starting at $3/month, StashWorks employer financial-wellness benefits, the Stock-Back® Debit Card, and Auto-Stash automated saving. In 2025 Stash launched Money Coach AI to deliver personalized, real-time financial guidance and has recorded 2.2 million user interactions to date. One in four customers who interact with Money Coach AI take a positive action within ten minutes, and customers who Auto-Stash have nine times more in their accounts after one year compared to those who do not. The company reports 1.3 million paying subscribers, $4.3 billion in assets under management, and says it has reached profitability under returning co-CEOs Brandon Krieg and Ed Robinson. Stash intends to use new capital to accelerate product innovation, grow subscribers, and deepen its AI capabilities. Stash provides a mobile investing app that allows people to invest in fractional shares of companies and ETFs with any dollar amount. Led by CEO Liza Landsman, the company targets everyday investors by enabling small-dollar participation in markets. In the past year Stash surpassed $100M in annual revenue and counts 2M active subscribers. The company has recently strengthened its leadership team, adding Amy Butte, former CFO of the NYSE, as an independent audit chair and announcing Chien-Liang Chou as CTO in August. Stash says it will use new funding to accelerate growth and expand its business reach. These developments position the company to scale operations and broaden its user base. Stash offers a personal finance app and subscription plans that provide access to investment accounts, no-hidden-fee banking with the Stock-Back® Card (a debit card that rewards customers with pieces of stock), budgeting and saving tools, and personalized guidance. The company emphasizes easy, affordable investing and is continuously adding new products and features to the platform. In the coming weeks Stash planned to launch Smart Portfolios, a fully managed long-term diversified portfolio option to reduce day-trading risk. Stash reported having upwards of five million customers and $2.5 billion in assets under management in 2020. The company intends to use the new funding to grow the team, expand its product offering, and broaden its business reach. Stash provides a mobile-first route for consumers to manage investing, retirement, custodial accounts and routine banking via smartphone. It offers low-barrier investing with deposits as small as $1 (average investment $28), and flat monthly subscription tiers of $1, $3 and $9, along with a Stock-Back loyalty rewards program. As of this month the company reported 4.5 million users and $1 billion in assets under management; the average user is 29 years old with income under $50,000 per year. In its most recent quarter Stash reported an over 100% increase in weekly customer deposits across banking and investing. The company plans to use new funding to expand its customer base, increase marketing and add more services. Stash positions itself as a fintech challenger to traditional banks and brokerages by simplifying investing with smartphone-first, automated services and financial education. Stash is a fintech startup and mobile app focused on introducing new people to investing through guided investing and automated savings. The company is launching Green Dot Bank-powered mobile banking accounts that include a debit card, no overdraft or monthly maintenance fees, free ATM access, direct deposit and personal financial guidance. Alongside banking, Stash launched “Stock-Back,” a rewards program that gives users points redeemable as shares in the companies where they spend or in Stash-approved ETFs; Stock-Back was tested with partners including Netflix, T-Mobile and Chipotle. The Stock-Back rewards can vary by brand and go as high as 5% at launch for select merchants such as Spotify and Netflix. Stash reports an average user age of 29 and average user income under $50,000 per year. The company said it raised a $65 million Series E to grow the business around these launches, and a source indicated the current valuation is materially higher than the $350 million post-money valuation reported for its Series D by PitchBook.

Participated · Equity · Jun 2023

Fz Sports operates a platform of three complementary businesses: Fanatiz, a sports streaming service focused on Hispanic audiences; 1190 Sports, which manages and markets sports rights; and Nunchee, a technology provider for creating and operating streaming services. The company provides proprietary streaming and digital rights management for leagues including the Brasileirão, Liga Argentina, and recently Liga1 Peru, and is part of a consortium managing Chilean national teams' broadcasting and sponsorship rights for 2023–2026. Fz Sports reports paying subscribers in more than 100 countries and, via 1190 Sports, distribution agreements that reach over 500 million households. The team is about 80 people, with six based in Miami, and the company says annual revenues have grown 60x since 777 Partners led its Series A in 2019. The $74 million growth round, composed of both debt and equity, will fund global development and distribution of Brazilian and Argentinian football and support its recent purchase of a 30% stake in the Peruvian league, which Fz Sports will now manage. The company is also developing a centralized Brazilian league project with Serengeti Asset Management and Life Capital Partners and pursuing additional partnerships across the Americas.

Led · Debt Financing · May 2021

Secfi provides an integrated suite of tools and advisory services to help private company employees make decisions about exercising and managing equity compensation from offer to IPO. The platform offers custom exit payout forecasting, tax modeling across scenarios, and access to Equity Strategists who assist clients through the process. Secfi partners with capital providers to offer non-recourse financing that covers option exercise costs and taxes, and clients make no payments until an IPO or other liquidity event. The company reports working with employees from 80% of U.S.-based unicorn technology companies and has over $10 billion worth of startup stock options registered on its platform. Secfi says it has helped employees from major 2020 exits including Airbnb, DoorDash, Palantir and Snowflake. Management notes a recent 5x surge in late-stage employees seeking financing and is expanding capacity to meet that demand. Secfi provides an integrated suite of personalized educational, advisory, and financing tools that help private-company employees compare strategies for exercising options, including tax modeling, equity intelligence dashboards, exit forecasting, and exercise reporting. It offers exercise financing that covers exercise costs and taxes and requires no payments until an IPO or liquidity event, enabling shareholders to access liquidity while retaining upside. The company pairs clients with in-house advisors to navigate complex financial decisions and has served employees from companies such as Uber, Pinterest, Giphy, and Tradeshift. Secfi’s technology and financing products aim to demystify equity compensation and help employees preserve and diversify wealth. Founded in 2017, Secfi has grown to over 30 employees and operates offices in San Francisco, London, and Amsterdam. The company previously raised $7 million in venture capital from lead investors Rucker Park Capital, Social Leverage, and Serengeti Asset Management, and has added strategic investors including Mark Pincus, Jake Gibson, and Brian Norgard. Secfi operates a technology-driven platform that provides financing to shareholders of late-stage private companies without requiring them to sell their shares. Customers use Secfi to obtain capital to exercise stock options, secure liquidity for major life events, and gain clarity on the value of their holdings while awaiting a liquidity event such as an IPO. The company also aims to work with employers to offer financing solutions for their employees and shareholders. Since launching its platform in January 2018, Secfi has deployed $150M worth of option exercises and shareholder financing. Led by founder and CEO Wouter Witvoet, Secfi plans to use the new capital to further expand its product offering. The company is based in San Francisco, California. SecFi builds financing products for employees and shareholders of growth and late-stage private companies to enable option exercise and liquidity without forcing a sale. The company provides loans that carry a compounding interest rate and require the borrower to share a portion of equity at a liquidity event. A distinctive feature of SecFi's offering is that borrowers have no legal obligation to repay if the underlying private company fails. SecFi intends to use its recent seed funding to accelerate growth and further evolve its products. The company is led by founder Wouter Witvoet and is based in San Francisco, CA. The articles do not disclose operating metrics such as revenue or user counts.

Led · Series J · Nov 2014

Lighting Science Group designs, manufactures, and markets advanced LED lamps and lighting fixtures for consumer, professional, and retail applications. The company emphasizes intelligent products that work "in sync with nature" and aims to commercialize next-generation light-based technologies. Lighting Science recently received a $13.0 million preferred stock investment from Serengeti Asset Management to finance growth and support product and technology development. This investment augments $45.5 million previously invested in the same round by other investors. The company is publicly traded on the OTCQB under ticker LSCG and is headquartered in Melbourne, Florida, with an Asian office in Hong Kong. CEO Edward Bednarcik said the capital infusion will help the company capture share in the fast-growing LED lighting market and execute on aggressive growth plans.