7
Total investments
1
Early stage
2
Mid stage
3
Late stage
7y
Years active
Portfolio
7 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jan 2024
ZILO is focused on transforming global transfer agency to create sustainable value for firms and the customers they serve. To achieve this, we started with a clean technology slate, a design-driven approach, and a commitment to put people first. ZILOs technology enables firms to replace legacy end-of-life systems, many of which were developed 30+ years ago, and slash costs, risk, and user friction along the way.
Our founders, leadership, engineering, and product teams are highly experienced with successful track histories of pioneering innovation-driven businesses, products, and services. Our collective goal is to be the market leading solution in global asset and wealth management.
Board Member
Jan 2022
About LoanStreet Inc.
LoanStreet is the first fully-integrated, online platform that streamlines the process of sharing, managing, and analyzing loans for credit unions, banks, and direct lenders. LoanStreet was founded in 2013 with the mission to create a more efficient, transparent, and robust way to connect lenders and investors as well as administer their loans. Today, hundreds of financial institutions rely on LoanStreet’s turnkey, automated platform to gain access to a nationwide network of lenders and investors, track the performance of their loan portfolio, and more profitably grow and diversify their balance sheet. LoanStreet was co-founded by Ian Lampl, formerly the U.S. Treasury Department’s Deputy Chief Counsel for TARP, to make it easier for financial institutions of all sizes to scale their ability to share and manage their loan book. For more information or to join the LoanStreet network, please visit www.loan-street.com or email: info@loan-street.com.
Board Member
Dec 2021
Step into a new world of renting.
We’re TheGuarantors. And we provide unrivaled insurance products for both residents and operators—every lease, every time.
We believe renters deserve better access to the home of their dreams and operators deserve greater protection and growth opportunities. That’s why we’re leveraging our expertise in real estate to help operators qualify renters faster while mitigating the risks of rental income loss. All while providing the dedicated support and security that’s earned us a 99% owner and operator retention rate.
With $2B+ in rent guaranteed and deposits covered, we’re available in 3M+ units nationwide. And we’ve been named as one of Inc. 5000’s fastest-growing companies, Forbes’ Best Startup Employers, and Deloitte’s 2022 Technology Fast 500.
https://www.theguarantors.com
Board Member
Jul 2020
Alpaca is a US-headquartered, self-clearing broker-dealer and a global leader in brokerage infrastructure APIs providing access to stocks, ETFs, options, fixed income, and crypto. Alpaca delivers embeddable finance solutions for tokenization, fully paid securities lending, high-yield cash, 24/5 trading, Shariah-compliant investing, and more.
Today, Alpaca powers over 9 million brokerage accounts across hundreds of fintechs and institutions in 40+ countries, with over $320M in funding from top investors including Drive Capital, Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Derayah Financial, Horizons Ventures, Unbound, SBI Group, Elefund, and Y Combinator.
Board Member
Mar 2020
Boosted.ai is how investment managers work smarter. Generative AI built specifically for capital markets provides analytics across millions of data points, through a macroeconomic, macroeconomic and portfolio construction lens, giving asset managers the actionable insights they need.
Twitter @BoostedAI
Board Member
Feb 2020
The idea of Grayhawk came from a series of simple insights about what really matters to families and the gap we knew we had to fill.
In 2015 when we started speaking with successful people about managing wealth, we heard incredible stories: about families, their challenges and their dreams. We heard about the desire to look across generations to secure future success; we heard about the burden of complexity and the risk of missing out on opportunity. And we heard about trust – the desire to work in an open way, knowing that every decision was being made for their benefit.
As an outcome, we formed Grayhawk to work with families with multi-generational wealth on their financial and human capital, understanding that they need more than an investment plan, they need a strategy to build well-being that lasts. We are guided by this mission to build trust with families that want to look to the future, and to benefit from the real value of wealth.
Grayhawk serves successful Canadian families with custom investment management, family office and unique affinity services from its offices in Calgary, Montreal and Toronto.
Experience · 10 entries
All (10)
Investments (7)
Founder (2)
Board (7)
2024
Board Member
Jan 2024
ZILO is focused on transforming global transfer agency to create sustainable value for firms and the customers they serve. To achieve this, we started with a clean technology slate, a design-driven approach, and a commitment to put people first. ZILOs technology enables firms to replace legacy end-of-life systems, many of which were developed 30+ years ago, and slash costs, risk, and user friction along the way.
Our founders, leadership, engineering, and product teams are highly experienced with successful track histories of pioneering innovation-driven businesses, products, and services. Our collective goal is to be the market leading solution in global asset and wealth management.
2022
Board Member
Jan 2022
About LoanStreet Inc.
LoanStreet is the first fully-integrated, online platform that streamlines the process of sharing, managing, and analyzing loans for credit unions, banks, and direct lenders. LoanStreet was founded in 2013 with the mission to create a more efficient, transparent, and robust way to connect lenders and investors as well as administer their loans. Today, hundreds of financial institutions rely on LoanStreet’s turnkey, automated platform to gain access to a nationwide network of lenders and investors, track the performance of their loan portfolio, and more profitably grow and diversify their balance sheet. LoanStreet was co-founded by Ian Lampl, formerly the U.S. Treasury Department’s Deputy Chief Counsel for TARP, to make it easier for financial institutions of all sizes to scale their ability to share and manage their loan book. For more information or to join the LoanStreet network, please visit www.loan-street.com or email: info@loan-street.com.
2021
Board Member
Dec 2021
Step into a new world of renting.
We’re TheGuarantors. And we provide unrivaled insurance products for both residents and operators—every lease, every time.
We believe renters deserve better access to the home of their dreams and operators deserve greater protection and growth opportunities. That’s why we’re leveraging our expertise in real estate to help operators qualify renters faster while mitigating the risks of rental income loss. All while providing the dedicated support and security that’s earned us a 99% owner and operator retention rate.
With $2B+ in rent guaranteed and deposits covered, we’re available in 3M+ units nationwide. And we’ve been named as one of Inc. 5000’s fastest-growing companies, Forbes’ Best Startup Employers, and Deloitte’s 2022 Technology Fast 500.
https://www.theguarantors.com
2020
Board Member
Jul 2020
Alpaca is a US-headquartered, self-clearing broker-dealer and a global leader in brokerage infrastructure APIs providing access to stocks, ETFs, options, fixed income, and crypto. Alpaca delivers embeddable finance solutions for tokenization, fully paid securities lending, high-yield cash, 24/5 trading, Shariah-compliant investing, and more.
Today, Alpaca powers over 9 million brokerage accounts across hundreds of fintechs and institutions in 40+ countries, with over $320M in funding from top investors including Drive Capital, Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Derayah Financial, Horizons Ventures, Unbound, SBI Group, Elefund, and Y Combinator.
Board Member
Mar 2020
Boosted.ai is how investment managers work smarter. Generative AI built specifically for capital markets provides analytics across millions of data points, through a macroeconomic, macroeconomic and portfolio construction lens, giving asset managers the actionable insights they need.
Twitter @BoostedAI
Show all 10 entries ↓
Investment activity
2019–2024 · 7 investments
Recent (last 2 years)Earlier
