Our Portfolio

Visionary founders. One thesis.

Filter portfolio companies

Showing 25 companies
CompanyThemeStatusAbout

Portfolio company list

  • Affirm portfolio logoAffirm,,Buy-now-pay-later platform that lets shoppers split purchases into transparent installment payments at checkout, with no late or hidden fees, embedded across thousands of merchants.
  • Aven portfolio logoAven,Issues a credit card backed by home equity, giving homeowners credit-card convenience at mortgage-like rates secured against their home.
  • Axioma portfolio logoAxiomaProvides risk modeling, portfolio construction, and performance analytics software used by asset managers, hedge funds, and asset owners across global markets.
  • Blend portfolio logoBlend,Cloud banking platform powering digital mortgage, consumer lending, and deposit account origination for hundreds of banks, credit unions, and non-bank lenders.
  • Bounce portfolio logoBouncePayments and treasury platform that helps businesses move money, manage cash, and access financing through a single modern interface.
  • Cowbell portfolio logoCowbellAdaptive cyber insurance carrier for small and mid-sized businesses, using continuous risk assessment to price and underwrite policies tailored to each insured.
  • Duetti portfolio logoDuettiMusic finance company that buys catalog rights from independent artists and amplifies the earnings of those tracks through marketing and distribution.
  • Fin3 portfolio logoFin3Modern infrastructure for issuing, transferring, and servicing private securities digitally, replacing the spreadsheets and PDFs of traditional cap-table and transfer-agent work.
  • Fundbox portfolio logoFundbox,Embedded working capital and B2B payments platform giving small businesses fast access to credit lines and term loans through deep integrations with accounting and commerce software.
  • Grit Financial portfolio logoGrit FinancialPersonal finance platform built for working Americans, combining banking, savings, and credit-building tools with coaching geared to building long-term financial stability.
  • Koi portfolio logoKoiConsumer app that helps users save, invest, and grow their money with simple automation and personalized guidance.
  • Ladder portfolio logoLadderDirect-to-consumer life insurance company offering instant, fully digital term life policies that can be adjusted up or down as customers' needs change.
  • RenoFi portfolio logoRenoFiRenovation financing platform offering home renovation loans based on after-renovation home value, partnered with credit unions and lenders nationwide.
  • Robinland portfolio logoRobinlandTokenized real estate investing platform that lets investors buy fractional, on-chain shares of income-producing commercial real estate.
  • Roofstock portfolio logoRoofstock,Online marketplace for buying, selling, and managing single-family rental properties, with data, financing, and property management built in.
  • RQD Clearing portfolio logoRQD ClearingTech-first clearing, custody, and execution provider for broker-dealers, RIAs, and digital brokerages, built on a modern, API-driven platform.
  • Scorenomics portfolio logoScorenomicsAlternative credit scoring company building inclusive credit models using non-traditional data to expand access for thin-file and underserved consumers.
  • Scratch portfolio logoScratchModern loan servicing and repayment platform that gives borrowers a clear, friendly experience while helping lenders reduce delinquencies (acquired by Truist).
  • Sheltr portfolio logoSheltrProactive home maintenance and care service that combines in-home inspections and tech to prevent costly repairs (now part of Hippo).
  • Skyline AI portfolio logoSkyline AI,AI-driven commercial real estate investment management platform that uses data to identify and underwrite multifamily and other CRE assets (acquired by JLL).
  • SMStealth modeBuilds the world's fastest equity risk models, letting investment teams create fully custom factor models and thematic factors in seconds, run backtests, and automate factor selection across hundreds of factors without engineering.
  • Tenet portfolio logoTenetEV financing platform offering loans tailored to electric vehicles, factoring in fuel savings and incentives to make EV ownership more affordable.
  • Tint portfolio logoTintEmbedded insurance platform that lets any software company offer warranties, protection plans, and insurance products to their customers in a few API calls.
  • Trellis portfolio logoTrellis,Omnichannel home and auto insurance distribution platform that uses bank and consumer data to recommend and bind better-fitting policies.
  • TrueML portfolio logoTrueMLMachine learning–powered customer experience platform for collections and recovery, replacing traditional call centers with digital, self-serve repayment journeys.