7
Total investments
3
Early stage
2
Mid stage
0
Late stage
7y
Years active
Portfolio
7 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
VC Investor & Board Observer
Feb 2025
Enabling wealth managers, advisers & investment platforms to complete their proposition with investment backed loans from £25k without the need to move custody.
Lombard loans have historically only available to clients with more than £1m and, even then, for advisors, non-bank wealth managers & investment platforms, they have to move the assets to a private banks custody - Firenze is changing all that.
Firenze provides a seamlessly integrated loan platform that takes care of the technology for application, underwriting & monitoring, handles the consumer credit compliance & provides the capital to allow you to offer loans to your clients from as little as £25k.
Helping investors meet their liquidity needs, grow their wealth or have more flexible tax planning.
Helping wealth managers & investment platforms attract & retain AUM and better meet their clients needs.
VC Investor & Board Observer
Dec 2022
Without open account trade finance & SCF, the world simply doesn’t work.
Goods would disappear from shelves, businesses would falter, and millions of livelihoods would hang in the balance. In 2023, the global market for trade finance was $10.5 trillion. By 2032, it’ll be $13.6 trillion. Between 80-90% of global trade relies on it.
At Finverity, were pushing open account trade finance & SCF and the people behind it to the top of the global agenda.
Our solutions include:
FinverityOS: ‘One System’ for banks & NBFIs to digitise, manage & scale open account trade finance & SCF operations.
Finverity Capital: bringing corporates & funders together to structure, execute & operate SCF facilities. Powered by FinverityOS.
We understand the work, the challenges, and the uphill battle for acknowledgment, and we’re delivering the technology, the expertise and the capital to make it work for more businesses, banks and NBFIs.
VC Investor & Board Observer
Nov 2022
Unlocking home ownership in the UK.
Buying a home shouldn’t be so hard. Today, millions of us are locked out because we can’t get a mortgage for a home we could afford to rent.
At Keyzy, we’re here to change that. Our innovative rent-to-own product can make home ownership in the UK a reality again.
Sign up today!
https://www.keyzy.com/application
VC Investor & Board Observer
Dec 2020
ClearGlass Analytics is an independent data analytics company, created to help Institutional Asset Owners and their Advisors to assess the Value for Money delivered by Asset Managers.
Since its establishment in the United Kingdom in 2019, ClearGlass has supported over 850 institutional asset owners in the UK and Europe with AuM in excess of €1.5 trillion, and worked with over 530 asset managers to obtain and verify completed CTI templates on behalf of their clients.
ClearGlass also generates market analytics across 46 different investment strategies showing asset owners whether they are obtaining value for money on mandates placed with asset managers, and showing asset managers whether they are delivering competitive outcomes and value for money for clients.
VC Investor & Board Member
Sep 2020
eXate is a distributed software platform for enforcing data privacy, data protection, and dynamic attribute-based access controls on data in motion and data at rest. With fine-grained access controls, and the ability to apply the Principles of Least Privilege, eXate can automatically enforce data policies and control the flow of sensitive data within a firm and across geographic borders.
With more than 2/3rd of the worlds population being covered under data protection regulation, the demand for data privacy by consumers is at an all-time high. 87% of consumers have indicated that they will not do business with a company who does not protect their personal data. As a result, 94% of companies now share privacy metrics with their Boards, and it is getting exponentially harder for organisations to stay on top of current data privacy demands.
VC Investor & Board Observer
Sep 2019
PrimaryBid is a leading fintech firm. We build advanced retail capital-raising solutions for regulated financial institutions, enabling smart investor inclusion in public offerings globally.
Our technology platform facilitates efficient investor access in IPOs, follow-ons, block sales, and fixed income offerings, and transforms retail investor participation into a systematic and data-driven component of capital formation.
Our technology has delivered over 300 offers including Soho House, CARMAT, Beazley and Compass.
PrimaryBid SA. is the retail partner of Euronext and is authorised and supervised by the Autorité de contrôle prudentiel et de résolution (ACPR), supervised by the Autorité des marchés financiers (AMF).
PrimaryBid Securities Inc. is a Member of FINRA / SIPC.
Investing in securities involves risk. EU offers are not for distribution to US Persons, or persons physically located in the US.
To find out more about PrimaryBid visit our website.
Experience · 10 entries
All (10)
Investments (7)
Board (7)
2025
VC Investor & Board Observer
Feb 2025
Enabling wealth managers, advisers & investment platforms to complete their proposition with investment backed loans from £25k without the need to move custody.
Lombard loans have historically only available to clients with more than £1m and, even then, for advisors, non-bank wealth managers & investment platforms, they have to move the assets to a private banks custody - Firenze is changing all that.
Firenze provides a seamlessly integrated loan platform that takes care of the technology for application, underwriting & monitoring, handles the consumer credit compliance & provides the capital to allow you to offer loans to your clients from as little as £25k.
Helping investors meet their liquidity needs, grow their wealth or have more flexible tax planning.
Helping wealth managers & investment platforms attract & retain AUM and better meet their clients needs.
2022
VC Investor & Board Observer
Dec 2022
Without open account trade finance & SCF, the world simply doesn’t work.
Goods would disappear from shelves, businesses would falter, and millions of livelihoods would hang in the balance. In 2023, the global market for trade finance was $10.5 trillion. By 2032, it’ll be $13.6 trillion. Between 80-90% of global trade relies on it.
At Finverity, were pushing open account trade finance & SCF and the people behind it to the top of the global agenda.
Our solutions include:
FinverityOS: ‘One System’ for banks & NBFIs to digitise, manage & scale open account trade finance & SCF operations.
Finverity Capital: bringing corporates & funders together to structure, execute & operate SCF facilities. Powered by FinverityOS.
We understand the work, the challenges, and the uphill battle for acknowledgment, and we’re delivering the technology, the expertise and the capital to make it work for more businesses, banks and NBFIs.
VC Investor & Board Observer
Nov 2022
Unlocking home ownership in the UK.
Buying a home shouldn’t be so hard. Today, millions of us are locked out because we can’t get a mortgage for a home we could afford to rent.
At Keyzy, we’re here to change that. Our innovative rent-to-own product can make home ownership in the UK a reality again.
Sign up today!
https://www.keyzy.com/application
2021
2020
VC Investor & Board Observer
Dec 2020
ClearGlass Analytics is an independent data analytics company, created to help Institutional Asset Owners and their Advisors to assess the Value for Money delivered by Asset Managers.
Since its establishment in the United Kingdom in 2019, ClearGlass has supported over 850 institutional asset owners in the UK and Europe with AuM in excess of €1.5 trillion, and worked with over 530 asset managers to obtain and verify completed CTI templates on behalf of their clients.
ClearGlass also generates market analytics across 46 different investment strategies showing asset owners whether they are obtaining value for money on mandates placed with asset managers, and showing asset managers whether they are delivering competitive outcomes and value for money for clients.
Show all 10 entries ↓
Investment activity
2019–2025 · 7 investments
Recent (last 2 years)Earlier
