Led · Series D · Jan 2026

Founded in 2013, Preply operates an online marketplace that matches language learners with a network of more than 100,000 self-employed tutors. The platform has recently integrated artificial-intelligence features, such as automated lesson summaries, personalized homework, and improved student–tutor matching, to enhance consistency while keeping tutors at the core of its offering. The company reports twelve consecutive months of positive EBITDA, reflecting improving unit economics as it scales. Preply employs roughly 750 people across offices in Barcelona, London, New York, and Kyiv, with about 150 team members continuing to work from the Ukrainian capital despite the war. Management is actively hiring additional AI talent to deepen product capabilities and sees the long-term future of learning as “human-guided and amplified by AI.” Fueled by its latest financing, the company is now valued at $1.2 billion and is beginning to explore, albeit without a set timeline, the possibility of an eventual public listing.

Participated · Series D · Nov 2025

Peek is a San Francisco–based technology company offering a comprehensive operating system for the experiences industry, spanning museums, theme parks, cultural attractions, tours, and activities. Its cloud platform supports ticketing, memberships, donations, RFID-enabled access control, and other guest-management tools designed to boost merchant revenues, save staff time, and improve visitor journeys. To date the company has processed more than $7 billion in bookings through its software. Peek’s customer roster includes marquee institutions such as MoMA, the Whitney Museum, Seattle Aquarium, Bryant Park, Looping Group, and the Museum of Ice Cream. In 2025 the company expanded its capabilities and market reach to over 150 million consumers by acquiring ACME Ticketing, which specializes in cultural-institution ticketing and membership infrastructure, and Connect&GO, which provides RFID attraction-management technology for complex venues. These additions deepened Peek’s domain expertise in both back-office and on-site visitor operations. The newly raised capital will fund further product development and operational scale.

Led · Series G · May 2025

Addepar builds a unified technology and data platform used by investment professionals to aggregate portfolio, market and client data and deliver insights for wealth and investment management. Its platform integrates with more than 100 software, data and services partners and is used by hundreds of thousands of users worldwide. Clients use Addepar to manage and advise on more than $7 trillion in client assets (up from $5 trillion a year ago), adding more than $25 billion in new assets on average each week and serving over 1,200 client firms across more than 50 countries. The company invests over $100 million annually in research and development and says it is on track to achieve profitability in 2025. Addepar plans to accelerate investments in innovation and client capabilities to help firms differentiate in a competitive market and to expand its platform to help clients navigate market volatility. Addepar is a wealth-management platform specializing in data aggregation, analytics and reporting for investment portfolios. Its platform aggregates portfolio, market and client data in one place, giving asset owners and advisors a financial picture at every level to manage investments and make more informed decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions and manages data for over $2.7 trillion of assets on its platform. Founded by Joe Lonsdale in 2009 and based in Mountain View, California, the company offers tools for reporting and portfolio analysis across complex holdings. In June 2021 Addepar raised $150M in a Series F at a $2B pre-money valuation from D1 Capital Partners. It intends to use the funds to accelerate growth, expand the business and workforce into new geographies, and continue development of its platform. Addepar builds a data-aggregation, analysis, and reporting platform for wealth managers, advisors, and investors. The company has introduced offerings including Marketplace — an application through Acervus Securities that lets advisors buy and sell alternative funds, private company securities, and invest in cash deposit programs — and the Addepar Investor Sentiment Index derived from aggregated and anonymized U.S. equity transactions. Addepar serves over 500 family offices, RIAs, and banks, works with thousands of advisors, and handles millions of daily transactions. The platform reports over $2 trillion in client assets and has been adding an average of $10 billion per week, reflecting sustained client, revenue, and asset growth. In the past year the company has invested heavily in innovation and product delivery to help advisors navigate volatile markets and a virtual workforce. Addepar says the new funding will support expansion of its platform and bring its solutions to a wider audience; total funding to date is approximately $325 million. Addepar offers a cloud-based wealth-management platform that aggregates portfolio, market and client data in one place and provides analytics and reporting for complex investment portfolios. The platform is used by hundreds of financial advisors, family offices and large financial institutions that manage data for over $1.7 trillion of assets on Addepar’s platform. Led by CEO Eric Poirier, the company focuses on data aggregation, analytics and reporting to give asset owners and advisors a clear financial picture at every level. Addepar has offices in Mountain View, New York City and Salt Lake City. The company intends to continue investing in research and development, pursue market expansion and build out its platform going forward. The business proposition centers on enabling more informed and timely investment decisions for clients managing complex portfolios. Addepar provides a financial operating system that consolidates holdings across all asset types and currencies, enabling customizable reporting and visualization for advisors and asset owners. The platform serves hundreds of single- and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations, which together manage over $650 billion on the platform. Addepar offers an API and numerous integrations, including Salesforce Financial Services Cloud, FolioDynamix, iCapital Network, Citco Fund Services, RedBlack Software, Blaze Portfolio, Quovo, Morningstar and BaySys Technologies. Founded in 2009 and led by CEO Eric Poirier, the company is based in Mountain View and also has offices in New York, Salt Lake City and Chicago. The company intends to use the funds to continue investing in R&D and to expand its product, platform and tech-enabled services.

Led · Equity · May 2025

iAltA Holdings launched with $20M in initial funding led by WestCap to modernize private markets infrastructure. The company introduced its first platform, iAltA Private Markets, designed to help general partners execute transactions and cash movements, engage investors, streamline fund operations, and enable data-driven decisions. iAltA acquired Verivend, a transaction-ready investor portal with payments technology, and Betterfront, a fundraising platform with track record analytics, to form the foundation of its platform. The founding team—Laurence A. Tosi (board member), Scott Ganeles (CEO) and Bill Sherman (President)—brings decades of experience building market-standard private markets businesses, including Ipreo and iLEVEL. iAltA plans to establish multiple subsidiaries by acquiring technology companies, retooling and integrating products, and accelerating innovation through strategic partnerships. WestCap is both the lead investor and an active partner, serving as incubator, product-design and development partner, and client to the platform.

Participated · Series B · Jan 2025

Highnote builds a unified embedded payments platform that combines card issuing, program management, ledger, wallet, and now acquiring capabilities. Its API-based platform allows customers to issue virtual and physical cards and accept card payments online via plug-in checkout or custom integrations, with direct integration to major payment networks. The platform uses a single core general ledger to provide reconciled pay-in and pay-out functionality for enterprise customers, B2B platforms, SMBs, marketplaces, and financial institutions. Highnote’s acquiring launch expands its product from issuing to full merchant acquiring in the U.S., with certification by major U.S. card brands. The company closed a $90 million Series B led by Adams Street Partners and has raised more than $145 million in total. Built by the team who developed Braintree, Highnote emphasizes transparency, better economics, and reduced friction for embedded finance use cases. Highnote is headquartered in San Francisco, California. Highnote builds a card-issuing platform that lets companies provision virtual, physical, and tokenized payment cards and embed finance through APIs. The company was founded by PayPal/Braintree alums John Macllwaine and Kin Kee and emerged from stealth while announcing $54 million in funding. Highnote enables businesses of any size to offer branded payment cards, let customers open bank accounts, and monitor and manage card usage and spend across their networks. It positions itself against incumbents like Marqeta by promising faster provisioning, greater product flexibility, and more control and data for brands. Over time the company expects to expand point-of-sale services that could include buy-now-pay-later and other credit features. Investors cited the founding team’s payments experience and the market opportunity in embedded finance when backing the company.