Participated · Series A · Dec 2025

IMTC is an enterprise fintech company headquartered in New York that offers an end-to-end, cloud-based portfolio and order-management system for fixed-income investors. The platform delivers dynamic portfolio construction, advanced analytics, and automated workflows, enabling buy-side firms to customize accounts and rebalance bond portfolios in a fraction of the traditional time—more than a 95 % reduction according to the company. IMTC focuses heavily on the rapidly expanding separately managed account (SMA) market, where taxable fixed-income SMAs alone saw roughly $16 billion in net flows in Q4 2024. Its technology connects seamlessly with leading asset managers, and clients such as Lord Abbett view the firm as a strategic partner. With fresh capital, IMTC plans to accelerate product development, scale operations, and expand its team to meet growing demand. Although no revenue figures were disclosed, continued backing from prior investors underscores confidence in the company’s growth trajectory.

Led · Seed · Jan 2024

Attune, formerly Lendsmart, is a NYC-based provider of an Engagement Banking Platform for financial institutions. Founded in 2020 by CEO AK Patel, the company offers digital tools to enhance customer onboarding, lending, marketing engagement, insurance, upsell/cross-sell, and customer support. Its product suite includes Digital Lending (real-time underwriting), Digital Onboarding (accounts and credit cards), Upsell & Cross Sell recommendations, Digital Insurance (automated underwriting and personalized recommendations), Digital Connect for real-time marketing engagement, and Digital Support to empower service teams. The platform integrates with banks' existing systems to improve operational efficiency, increase conversions, and open new revenue channels. Attune plans to use new funding to accelerate growth and expand its sales, marketing, and technology teams. The article does not disclose revenue or user metrics.

Participated · Series D · May 2023

OpenFin builds a web-based OS and application interface aimed at financial services to unify desktop apps and workflows. Its platform offers a single search interface—what the CEO described as “Spotlight Search on steroids”—to search across apps, reduce the industry’s so-called “toggle tax,” and drive richer workflows. The company says its software is used by more than 3,800 banks and wealth and asset management firms across 60+ countries. OpenFin recently closed a $35M Series D, bringing total capital raised to $82M. It competes with enterprise browser-like offerings such as Island and counts major banks and trading firms among its customers and investors. The company has expanded its footprint with a deal with the London Stock Exchange and into the U.S. government sector via a strategic partnership and investment from In-Q-Tel. OpenFin offers a desktop operating platform that sits above native operating systems (Windows, macOS) to let users view, use, and integrate multiple apps on one screen. The platform automatically synchronizes updates across apps and allows customers to build and integrate custom apps, reducing time lost to app switching and duplicate data entry. OpenFin targets knowledge-worker productivity and aims to displace traditional web browsers such as Chrome and Edge, competing with emerging browser startups like Island. The company emphasizes security and user experience as differentiators. Historically focused on finance customers including Goldman Sachs and JPMorgan, OpenFin is expanding into the government sector through a partnership with In-Q-Tel. Its recent funding includes a $10 million investment from ING Ventures and an additional undisclosed investment from In-Q-Tel. OpenFin is a NYC-based provider of a web-based operating system for financial firms. Led by CEO Mazy Dar, its OS is used at more than 1,500 banks and buy-side firms across nearly 200,000 desktops in 60+ countries. The company also maintains offices in London. It raised an additional $5m as part of its Series C, bringing that round to $22m and total funding to date to $45m. Investors in the Series C include HSBC, Bain Capital Ventures, Barclays, CME Ventures, DRW Venture Capital, J.P. Morgan, NYCA Partners, Pivot Investment Partners and Wells Fargo. OpenFin said it will use the financing to expand its product offering into Asian markets and to fund new product initiatives. OpenFin provides an operating system for the financial services industry that enables easier app deployment, faster security assurances, and interoperability across desktop applications. Its platform prevents apps from accessing local file systems to simplify security reviews for banks and institutions. OpenFin launched OpenFin Cloud Services to let firms create private local app stores without coding. The company reports more than 1,500 major financial firms as customers, nearly 40 leading vendors, 15 of the world’s 20 largest banks, and over 1,000 apps built on the OS. Deployments exceed 200,000 desktops, and since its February 2017 Series B its deployments and headcount have more than doubled while its European presence has tripled. OpenFin plans to use new capital for hiring and to expand its footprint across more desktops globally, aiming to become the core operating infrastructure for financial application developers. OpenFin provides a common operating layer for financial desktop applications using a modern, open technology stack and Google’s Chromium engine to deliver a secure, sandboxed environment across Windows, Mac and Linux. The platform enables rapid development and ‘instant’ deployment of desktop apps, shrinking deployment and update cycles from 6–18 months to immediate rollout. OpenFin’s technology is licensed across over 100,000 desktops and is used by applications from 35 of the world’s largest banks and trading platforms. Customers use the platform to redesign and unify front‑end experiences for traders and other end users, and to deploy applications both in‑house and to buy‑ and sell‑side clients. Strategic partners are integrating with the platform—Euclid Opportunities said it is bringing NEX Optimisation services onto OpenFin—indicating enterprise fintech adoption. Financially, OpenFin announced a $15 million Series B and has raised $22 million in total venture funding to date.

Participated · Series B · Sep 2022

Denim is a Jersey City, NJ–based technology factoring partner for freight brokers led by CEO Bharath Krishnamoorthy. The company delivers tech-powered factoring solutions that accelerate the movement of money and data across the supply chain and provide fast access to working capital when brokers need it. Its offerings let freight brokerages manage financing options and monetize working capital. Denim raised a $63M warehouse facility to support the cash flow and operational needs of freight brokers. The company intends to use the funds to continue supporting brokers’ cash flow and operational requirements. Denim is a fintech platform for freight brokers that provides financial products, operations tools and automated workflows to streamline broker operations. The company handles broker invoicing, collections and payments and offers access to debt financing; the platform integrates with accounting software like QuickBooks and displays metrics on a dashboard. Denim uses algorithms that review 20 data points per shipment to automate invoice purchase decisions and reduce manual risk evaluation. The company declined to disclose current revenue or customer count but says it has connected more than 7,000 freight brokers, shippers and carriers since launching three years ago. Denim recently raised $126 million in a Series B consisting of $26 million in equity and $100 million in debt to scale the business and provide customers with working capital; it has raised $165 million to date. The company employs 100 full-time staff and plans to reach 120 by year-end; co-founders are Bharath Krishnamoorthy and Shawn Vo.

Participated · Seed · Jun 2022

Colorcast offers a social sports talk app that enables anyone to commentate on live sports before, during, and after games with no special equipment. The platform supplies casters and listeners with real-time stats, scores, betting odds, and other game information. Interaction occurs via text chat and the “Hot Seat,” which brings listeners onto the microphone to ask questions or share takes. The company is led by co-founder and CEO Evan Kirkham and is based in Austin, TX. Colorcast raised seed funding and plans to use the proceeds to expand operations and broaden its business reach. No operating metrics were disclosed in the article. Colorcast is an Austin, Texas–based social sports talk app led by CEO Evan Kirkham. The platform enables anyone to commentate on live sports with no equipment, synchronizing audio streams and providing shared visual context. It surfaces real-time game information such as stats, scores, and betting odds, and supports interaction via text chat and a "Hot Seat" feature that brings listeners onto the microphone. Colorcast features high-profile NFL athletes and celebrities on the platform, including Ryan Shazier, Ike Taylor, James Washington, Taylor Rapp, Keith Smith, and Vic Mensa. The company plans to use its recent funding to expand into additional sports markets, grow its talent acquisition team, and continue diversifying its offering. No operating metrics were disclosed in the article.