Participated · Equity · May 2026

Getquin was founded in Berlin and offers a digital platform that consolidates retail investors’ portfolios across different brokers, asset classes and geographies to enable tracking, analysis and understanding of their overall financial position. The company is positioning itself to evolve from a portfolio tracking tool into a comprehensive digital wealth management solution with hybrid financial planning and advisory services. Following its €12m fundraise, Getquin plans to strengthen capabilities in artificial intelligence, data and portfolio analysis to deliver more personalised and transparent advice. It has entered a strategic partnership with State Street Investment Management to integrate ETFs and develop new investment solutions within its advisory offering, and a media partnership with GMPVC to support a nationwide rollout in Germany. Getquin intends to expand engineering, product development and asset management teams to support product development and service expansion. The company emphasizes delivering institutional-level intelligence and personalization to retail investors.

Led · Equity · Jan 2026

Founded in 2016, Groww began as a direct-to-consumer mutual fund distributor and has evolved into a full-stack wealth management platform offering stockbroking, digital lending, and allied financial services. It now holds the position of India’s largest stockbroker with 13 million active traders as of February, outpacing rivals Zerodha and Angel One. The company recently deepened its advisory capabilities by acquiring PayU-backed fintech Fisdom for roughly $150 million. Financially, Groww’s FY25 revenue rose 31 % year-over-year to Rs 4,056 crore while net profit more than tripled to Rs 1,819 crore, a sharp turnaround from the prior year’s one-time tax-driven net loss. Its valuation has more than doubled since 2021, reflecting strong investor confidence. In May, Groww confidentially filed draft papers with SEBI for an IPO targeting $700 million–$1 billion, underscoring its near-term expansion ambitions. Existing backers include Peak XV Partners, Tiger Global, Ribbit Capital, Iconiq Capital, and Singapore’s sovereign wealth fund GIC.

Participated · Series A · Dec 2025

Micruity is a New York–based infrastructure company focused on making "retirement paychecks" possible for millions of savers by connecting the disparate players in the workplace savings ecosystem. Its platform offers scalable support for lifetime income products, annuity-enabled target-date funds, and Secure 2.0 features, while standardizing connectivity among recordkeepers, asset managers, and insurers. The system also handles participant-level income administration and portability, enabling employees to maintain consistent retirement income even when they change jobs. Micruity partners with leading financial institutions to embed these capabilities directly into existing retirement plans. The company intends to use newly raised capital to expand operations and accelerate product development. No revenue, customer, or other operating metrics were disclosed in the article.

Led · Series D · Apr 2025

Ethic provides a platform for advisors and institutions to build personalized, values-aligned portfolios. The platform balances clients’ financial goals, tax needs, and personal values and combines direct indexing, SMAs, UMAs, model portfolios, and active tax management. Ethic also offers advisor-facing tools to help deliver portfolios that reflect what matters most to clients. Led by CEO and co-founder Doug Scott, the company focuses on serving advisor and institutional partners. It intends to use new funding to further enhance its investment capabilities and technology to continue supporting those partners. Ethic is a tech-driven asset management platform that powers personalization for financial intermediaries through scalable technology. It enables the creation of custom direct-indexing portfolios that reflect clients’ values, financial goals, and tax preferences. The company also offers transparent impact reporting and educational materials to help advisors lead sustainability conversations. Ethic’s platform is available to advisors custodying with Fidelity, Charles Schwab / TD Ameritrade, U.S. Bank, Northern Trust, Morgan Stanley, and Pershing. Led by CEO Doug Scott, the company plans to use recent funding to expand into new markets and products and to continue investing in its platform experience. Ethic recently raised capital in a Series C, strengthening its financial position for growth. Ethic enables advisors to personalize a given benchmark to align with a client’s investment, values, and tax-management preferences while seeking to minimize tracking error. Its core offering centers on sustainable direct indexing and includes transparent impact reporting and educational tools about sustainability issues. The platform is available to advisors custodying with Fidelity, Charles Schwab/TD Ameritrade, or Pershing. Ethic has seen rapid growth—assets on its platform increased more than 10x since its prior round and it manages over $760 million in assets. The company plans to use new capital to support continued rapid growth and further investment in its technology platform. Ethic is an SEC-registered investment adviser based in New York City and was founded in 2015. Ethic is a tech-driven asset manager that powers the creation of personalized sustainable investment solutions for wealth advisors and institutional investors. Founded in 2015 and based in New York City, the company is led by CEO Doug Scott and is an SEC Registered Investment Adviser. Its core product is a platform that enables registered investment advisors and wealth managers to build customized sustainable portfolios. Ethic closed a $13M Series A round and previously raised $6.8M in October 2018. The company intends to use the new capital to drive growth in the RIA and wealth management channels and to expand its engineering, client service and business development teams. Ethic provides an end-to-end technology solution that enables wealth advisors and institutional investors to create custom, optimized, tax-efficient sustainable equity portfolios. The platform automates the creation of portfolios designed to outperform on sustainability metrics. Ethic is an SEC-registered investment adviser and was founded in late 2015 by Johny Mair, Doug Scott and Jay Lipman. The team’s experience spans global investment firms including Goldman Sachs, JPMorgan, Morgan Stanley and Deutsche Bank. In October 2018 the company secured $6.8M in venture capital funding from strategic backers. The product is positioned to serve both advisors and institutional clients seeking programmatic sustainable investing solutions.

Participated · Series D · Dec 2019

EdCast is an AI-powered Knowledge Cloud that provides unified discovery, personalized learning, and knowledge management for enterprise customers. Its offerings include a Learning Experience Platform (LXP), a Content Marketplace, and MyGuide in-app guides, intelligence and automation for business software. The platform integrates with Google Search, Microsoft Office, Microsoft Teams, Salesforce, Slack, ServiceNow, VMware and others to deliver learning in the flow of work. EdCast’s award-winning platform is used by Global 2000 companies and large government organizations, including Hewlett Packard Enterprise, Dell EMC, ANZ Bank, Schneider Electric, Jefferson Health, Mars Inc., NASSCOM, and the World Economic Forum. It serves two million paid users and aims to expand its Knowledge Cloud, Content Marketplace, and MyGuide products. The company also plans to continue hiring across sales, marketing, and product engineering to support its customer growth. EdCast’s core product is the Knowledge Cloud platform, which provides AI-powered contextual content and personalized learning in the flow of work across business applications such as Microsoft Office365, ServiceNow, Salesforce and Slack. The company offers a Learning Experience Platform (LXP) and MyGuide in-app guides, intelligence and automation for business software. EdCast operates a ContentExchange marketplace that includes partners like edX.org, Regis Group, Harvard ManageMentor, Mandel Communications and Intuition. The company announced an integration with Box and said it will announce additional integrations in Q1 2019. EdCast reported it has surpassed two million paid users across hundreds of enterprise and public-sector customers, including HPE, Dell EMC, Schneider Electric, ANZ Bank, Jefferson Health and others. The announcement framed the product as supporting a broader enterprise shift to cloud and AI-powered upskilling solutions amid rising corporate demand for training. EdCast builds the EdCast Knowledge Media & Intelligence Network, delivering curated, contextual bite-size insights (SmartBites) and live access to influencers and subject-matter experts. Its platform powers social, mobile and cloud-based informal learning for enterprises, institutions, governments and nonprofits. The company positions itself to enable lifelong learning for individuals, teams and organizations and is targeting workplace millennials while expanding into telecom, banking, media and retail. EdCast counts large enterprise customers and partnerships, including HP (powering HP LIFE), GE, Salesforce and EMC; HP LIFE reaches a knowledge community of over 500,000 users worldwide. The company is a Stanford StartX company advised by visionaries such as Mitch Kapor and Professor Jeffrey Sachs. Financially, EdCast has completed a $16 million Series B following a prior $6 million Series A in late 2014. EdCast builds a Knowledge Cloud and personal learning network that powers online learning portals built on OpenEdX for institutions, enterprises, governments and non-profits. The platform is designed to enable collaboration among educators, students and employers and to scale to millions of learners. The company is pursuing a "multiversity" vision to interconnect hundreds of campuses through public and private hosted clouds to deliver the best curriculum globally. EdCast has announced partnerships including a project with the United Nations’ Sustainable Development Solutions Network linking over 200 institutions and engagement with the Open Education Consortium's 300+ member institutions. Financially, EdCast has just completed a $6 million Series A financing led by SoftBank Capital. The team is led by founder and CEO Karl Mehta, formerly founder & CEO of PlaySpan (acquired by Visa), and the company is based in Mountain View, California.