Participated · Debt Financing · Nov 2025

Founded in 2020 and led by CEO Nathan Ough, VoltaGrid is a Houston-based advanced energy management and generation company providing behind-the-meter generation, portable power, CNG fuel supply, infrastructure, and energy management services. Its customers include data centers, AI infrastructure, utilities, and industrial clients across North America and beyond. The company reports an order book of roughly 7.5 GW through 2030. VoltaGrid plans to expand deployment and strengthen supply-chain and manufacturing capabilities following its announced acquisition of Propell Energy Technology Ltd., which adds about 1,000 employees and experience in reciprocating engines and turbine technologies. The recent $1.0 billion strategic equity investment is intended to accelerate those deployments and reduce execution risk on its projects.

Participated · Debt Financing · Jun 2024

Slide Insurance Holdings, Inc. is a homeowners-focused insurtech that aggregates extensive data sets and applies artificial intelligence and machine-learning models to streamline policy underwriting and pricing. Through its platform, modern consumers can configure bespoke coverage that aligns with their specific needs and budgets, effectively modernizing the traditionally rigid homeowners-insurance market. The company positions itself as a full-stack carrier, managing everything from policy creation to risk analysis in-house. Capital from its recent raise will be used to accelerate product development, scale data-driven operations, and deepen its AI capabilities. Slide currently employs about 15 people, including a dedicated team of top-tier data scientists. By leveraging its technology and fresh capital, Slide aims to expand rapidly and capture market share in the U.S. homeowners-insurance segment. No revenue or user metrics were disclosed in the article.

Led · Debt Financing · Sep 2023

Unlock Technologies provides a home equity agreement (HEA) that lets homeowners access equity by receiving a lump sum in exchange for a share of their home's future value. Its HEA product requires no monthly payments, no interest rates, and no need to refinance. The company is led by CEO Jim Riccitelli and is currently available in 14 states. Unlock announced a strategic partnership with D2 Asset Management that includes a $30M Series B equity investment and a $250M capital commitment to support growth. The company plans to use the funds to expand its product offerings, enhance its technology platform, and grow nationwide. The financing positions Unlock to scale its HEA product and broaden its market footprint. Unlock Technologies, founded in 2020 and led by CEO Jim Riccitelli, is a New York City–based financial technology company. The firm provides products and services aimed at helping consumers solve financial challenges and improve their financial health. Its flagship product is the home equity agreement (HEA), a financing option that lets homeowners access the equity in their homes without a loan. The company secured a $100M revolving credit facility to support its operations. Texas Capital Bank provided the financing resources. Unlock plans to use the funds to purchase HEA contracts to serve the growing needs of its HEA investments.

Led · Equity · Aug 2022

Founded in 2015 by Everett K. Sands and based in Brea, California, Lendistry uses proprietary technology to provide financing and administer grants for small businesses. The firm partners with state and federal authorities to reach entrepreneurs who face traditional barriers to growth capital. Lendistry has distributed over $10.5 billion to date across its programs. Its current plans include expanding an Airport Concessions Program that provides growth capital to independent eateries, convenience stores, and other small enterprises operating in airport terminals. The company obtained a $100 million credit facility from East West Bank in July 2026 to fund that expansion. As of the announcement, East West Bank was the sole provider of the facility.