Led · Debt Financing · Jul 2026

Owlet develops U.S. FDA-cleared and internationally medically certified wearable pediatric monitors paired with an integrated video platform and mobile app to provide parents with real-time health insights. Its products bring hospital-grade monitoring technology into the home and combine hardware and software for infant health and sleep tracking. Since 2012, more than 2.5 million parents have used Owlet’s monitoring products. Financially, the company recently refinanced its debt with a new $25 million revolving credit facility that improved borrowing costs and left it with approximately $33.8 million in total liquidity as of June 26, 2026. The company says the improved capital structure and lower interest rates will allow it to enhance liquidity and invest in its strategic priorities while maintaining disciplined capital allocation. The facility matures in three years and includes the potential to expand commitments to $35 million subject to lender approval.

Participated · Equity · Apr 2026

Versana provides a centralized platform that digitally captures agents' loan data on a real-time basis from golden-source ledgers to deliver loan-level transparency and lender portfolio visibility. The company serves the broadly syndicated loan (BSL) and private credit markets and positions itself as a standard source of credible deal information across the asset class. In 2025 it introduced a Versana Reconciliation Module and a cashless roll solution linking amended facilities to original facilities. Versana reports active facility coverage exceeding $4.1 trillion in notional value. With over $125 million raised across multiple funding rounds, the company is pursuing international expansion, product innovation and data analytics enhancements to modernize the $9 trillion loan market.

Participated · Series C · Jan 2026

Rogo builds an enterprise-grade, agentic AI platform purpose-built for finance. The system acts as a thought partner for decision-makers, delivering deal stress-testing, investment framework generation, and client meeting preparation workflows. More than 25,000 professionals at institutions such as Rothschild, Jefferies, and Lazard actively use the software. Led by CEO Gabe Stengel and co-founder John Willett, the company positions its technology as an end-to-end solution embedded in critical financial workflows. The newly secured capital will support scaling the platform, widening deployments across global firms, and opening a London office to spearhead European expansion. Including the Series C, Rogo has now raised over $165 million, highlighting strong investor confidence in its growth trajectory.

Led · Debt Financing · Dec 2025

Founded in 2015, EquipmentShare blends a nationwide equipment rental business with a cloud-enabled technology stack aimed at improving productivity on construction sites. Its proprietary T3 platform offers telematics, fleet management, connected jobsite sensors, and a digital marketplace for equipment rentals. The company has rapidly grown into one of the largest equipment rental providers in the United States and continues to broaden its national footprint. EquipmentShare focuses on delivering data-driven insights and digitally integrated asset management to boost efficiency and collaboration in the construction industry. Management is prioritizing expanded technology investments and the scaling of its rental operations. A recently secured $2.75 billion credit facility strengthens its capital structure, extends debt maturities to 2030, and provides ample liquidity to fund these growth initiatives.

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.