Participated · Equity · Jun 2026

Founded in 2023, SyntheticFi combines technology, educational resources, and implementation support to help registered investment advisors evaluate and implement portfolio-backed financing and liabilities planning strategies. Its platform enables advisors to offer institutional strategies—such as box spreads and synthetic variable prepaid forwards—that aim to provide lower borrowing costs, potential tax benefits, and greater flexibility compared with traditional lending. The company serves a range of firms from emerging RIAs to large wealth management organizations and is used for purposes including home purchases, refinancing debt, and managing concentrated stock positions. SyntheticFi reports it supports over 3,000 advisors across more than 300 independent advisory firms and has surpassed $2 billion in regulatory assets under management. The company plans to expand its platform and broaden its suite of borrowing products going forward.

Participated · Series D · Jan 2026

Alpaca operates a brokerage infrastructure API that powers fintechs, banks, broker-dealers, wealth managers, algorithmic trading firms, active traders, and crypto-native financial platforms. The company supports over 10 million brokerage accounts across hundreds of fintechs and institutions in more than 40 countries. Alpaca has expanded its regulated footprint through acquisitions, including an IFSCA-regulated broker-dealer and payment service provider in GIFT City and UK/European entities with passporting across the EEA, and has launched global equities access beginning with European equities. It has onboarded major global crypto exchanges and tokenization platforms, reported doubling revenue year-over-year for three consecutive years, and surpassed $1.5 billion in assets under custody for underlying stocks backing tokenized equities. Alpaca plans to use the new financing to accelerate its agent-first brokerage and API-first prime brokerage infrastructure to support tokenized markets and AI-native financial services.

Participated · Series A · Oct 2025

Founded in April 2024, Archive Intel offers a SOC 2 Type II–certified platform that captures and supervises communications across iMessage, Android, WhatsApp, social media, web, email, chat, and other channels, enabling regulated firms to meet SEC and FINRA requirements without altering existing workflows. Its AI Marketing Review tool automatically flags high-risk language, suggests compliant edits, and streamlines approvals under SEC Marketing Rules. The company currently serves more than 500 firms and 7,000 users, underscoring early market adoption within wealth management and broader financial services. Planned product expansions include trade-monitoring modules, attestation workflows, and AI agents for proactive compliance. Recent funding will also grow the AI engineering and customer-success teams to support product development and client onboarding. Headquartered in Alpharetta, Georgia, Archive Intel positions itself at the intersection of fintech, reg-tech, and workflow automation.

Participated · Series A · May 2025

Seeds provides an end-to-end investment management system for registered investment advisors (RIAs) that helps assess client goals and preferences, generate tailored proposals, implement portfolios, and engage clients. Founded by financial advisors and launched in 2020, the company focuses on connecting portfolios to financial plans and delivering personalized investing at scale. Seeds emphasizes preserving a human-centered client experience while streamlining advisors’ operational workflows. The company plans to accelerate product advancements, support strategic growth through high-impact hires, and introduce a refreshed brand. Financially, Seeds announced a $10 million Series A and has raised more than $15 million to date. Proceeds are intended to drive product innovation, team expansion across product, development, sales, marketing, and customer success, and to amplify go-to-market efforts. Seeds Investor builds an end-to-end wealthtech platform that helps financial advisors uncover clients' values via a proprietary digital assessment and connect them to personalized portfolio solutions. Its software is designed to help advisors know, invest, and engage on what matters most to clients and deepen emotional connections. The company was founded in 2019 by financial advisors Zach and Michael Conway and has onboarded select advisor firms including One Seven, KWB Wealth, and Cunningham Wealth Management. Seeds has added talent from Russell Investments, BlackRock, J.P. Morgan, UBS Wealth Management, Charles Schwab and Farther Finance. The platform was voted "Best in Show" at Carson Group’s Excell Conference and was shortlisted by the RIA Intel Awards for Most Innovative Technology of the Year. Seeds recently closed a $2.7M seed round to bolster its team and expand its platform to a broader cross-section of advisors and clients.

Led · Seed · Apr 2025

SlashExperts is a San Francisco, CA-based provider of a platform built for B2B marketing and sales teams. Its core product is a peer-conversation platform that helps B2B companies accelerate revenue by connecting prospective buyers with real customers. The platform enables marketing and sales teams to build trust, shorten sales cycles, and influence pipeline while integrating into CRM systems. It provides attribution-ready data and buyer insights at every stage of the funnel to help convert website visitors and increase win rates. The company intends to use the $2M Seed to enhance platform features and ensure connections between buyers and users. Led by CEO Braydan Young, SlashExperts remains focused on adding new intent signals for B2B enterprises.