14
Total investments
1
Early stage
3
Mid stage
3
Late stage
22y
Years active
Portfolio
9 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Apr 2025
A Fast Company “Most Innovative Companies 2025” honoree, K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes tax data seamlessly–connecting investors, accounting firms, tax software, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control and accessibility. K1x is battle-tested by the best, and trusted by more than 40,000 organizations including 44 of 100 largest institutional investors in the US, 20 of the top 25 accounting firms, 11 of the top 100 private foundations, 45 of the top 100 university endowments, and 7 of the top 40 health systems.
Board Member
Nov 2020
GoHenry is the money app giving 6-18-year olds a head start in life as they learn to earn, save, spend and invest - all with parental oversight. Having pioneered a new category in financial education when it launched in 2012, over 2.2 million kids have now learnt money skills with GoHenry.
With the ultimate goal to make every kid smart with money, GoHenry believes the best way to learn is to get hands-on experience with money. Its parent and child apps help kids to Learn (via in-app, bite-sized money lessons, Money Missions); Earn (via regular chores, one-off tasks and giftlinks); Spend (responsibly via its prepaid debit card and real-time notifications); Save (via savings goals and interest on savings); Give (via regular micro-donations to the NSPCC); and Invest (via GoHenry’s Junior ISA).
As a mission-led business, GoHenry is leading the push for financial education to be made compulsory in all schools across the UK from primary age. Follow GoHenry’s journey on LinkedIn, Instagram, and TikTok (@gohenry).
Board Member
Sep 2010
Zelis is modernizing the business of healthcare by building something remarkable: a connected platform that bridges gaps in the financial system and aligns interests across healthcare insurers, providers, and consumers. Our platform is transforming the financial experience for more than 700 payers, including the top-5 national health plans, BCBS insurers, regional health plans, TPAs and self-insured employers, and millions of providers and members. We see across the financial experience to identify, optimize, and solve problems holistically with technology built by healthcare experts — driving real, measurable results for our clients.
SCAM ALERT: Zelis has been informed that scammers are using our name to scam individuals who believe they are applying for a career opportunity with Zelis. These scammers can be very convincing, going so far as to steal the profile pictures from our actual recruiters from their LinkedIn profiles and using email addresses that contain the word 'Zelis' such as '@zeliscareers' or '@zeliscareerdesk'. These scammers will typically ask you to send money at some point (for equipment, training, uniform) or for your personal information such as social security number or date of birth. A LEGITIMATE ZELIS RECRUITER OR HIRING MANAGER WILL NEVER ASK YOU TO SEND US MONEY. Also, you will never receive a job offer from us if we have not verbally interviewed you. For more information on recruiting scams or to report a recruiting scam, visit the website of the Federal Trade Commission at https://www.consumer.ftc.gov/articles/0243-job-scams
Board Member
Apr 2008
A fresh approach to business finance. With absolutely no upfront fees. Champions of small business across the US, Canada and UK (as Boost Capital).
Board Member
Mar 2006
We are part of StoneX Group Inc. (NASDAQ: SNEX) and our businesses include global CFD and FX brands FOREX.com and City Index; and our futures group, which provides access to the worlds major commodity and derivatives trading on over 30 global exchanges.
Board Member and Investor
2006
Billtrust makes it easier for B2B companies to get paid. We’ve been the leading innovator in AR automation for nearly two decades and continue accelerating. Our customers span 40+ industries and we lead with double digit market share in many of the industries we serve.
We provide automated order-to-cash solutions that meet diverse buyer requirements and speed cash application through tailored invoice delivery, secure multi-channel payment enablement and intelligent matching and payment posting.
Our unparalleled expertise in AR informs everything that we do. No one is better positioned to understand and solve for the needs of every individual AR department.
We innovate by pushing automation into new areas like our supplier-driven payments network, automated invoice delivery into AP portals and our automated credit application process.
We drive results by helping our customers increase electronic adoption of invoices and payments and widening technology bottlenecks.
Amazing customer experiences are possible with our connected solutions. We give our customers the power to conduct business unencumbered by manual interactions.
For more information, visit Billtrust at billtrust.com.
Billtrust is headquartered in Lawrenceville, NJ. To find out more about our careers, visit billtrust.com/careers.
Board Member
Dec 2005
With $8.5B in digital ad revenue and $40B in global TV ad revenue flowing through the systems, Operative plays a crucial role in helping the world’s top media companies and publishers manage and advance their advertising businesses and increase revenue by helping them transition from ratings-based to outcome-based selling with modern order management system. The platforms are built on modern cloud native SaaS based technologies for Convergence. The multiple channel advertisement requirements are managed from a single place.
Our 300+ clients span 25+ countries and include FOX, NBCU, Sinclair, Discovery, Disney, TVNZ, HBO, BellMedia and SKY.
Experience · 16 entries
All (16)
Investments (14)
Board (14)
2025
Board Member
Apr 2025
A Fast Company “Most Innovative Companies 2025” honoree, K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes tax data seamlessly–connecting investors, accounting firms, tax software, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control and accessibility. K1x is battle-tested by the best, and trusted by more than 40,000 organizations including 44 of 100 largest institutional investors in the US, 20 of the top 25 accounting firms, 11 of the top 100 private foundations, 45 of the top 100 university endowments, and 7 of the top 40 health systems.
2020
Board Member
Nov 2020
GoHenry is the money app giving 6-18-year olds a head start in life as they learn to earn, save, spend and invest - all with parental oversight. Having pioneered a new category in financial education when it launched in 2012, over 2.2 million kids have now learnt money skills with GoHenry.
With the ultimate goal to make every kid smart with money, GoHenry believes the best way to learn is to get hands-on experience with money. Its parent and child apps help kids to Learn (via in-app, bite-sized money lessons, Money Missions); Earn (via regular chores, one-off tasks and giftlinks); Spend (responsibly via its prepaid debit card and real-time notifications); Save (via savings goals and interest on savings); Give (via regular micro-donations to the NSPCC); and Invest (via GoHenry’s Junior ISA).
As a mission-led business, GoHenry is leading the push for financial education to be made compulsory in all schools across the UK from primary age. Follow GoHenry’s journey on LinkedIn, Instagram, and TikTok (@gohenry).
2014
Board Member
Jan 2014
ComplySci, a COMPLY company, believes advanced compliance technology empowers compliance professionals to transform their business. Built for institutional investors, including some of the world’s largest financial institutions, private equity firms and hedge funds, ComplySci’s scalable and sophisticated platform helps our clients stay ahead of risk and unlock the strategic potential of their compliance data. Our regulatory technology solutions help compliance organizations identify, monitor, manage and report on risk and conflicts of interest, including personal trading, gifts and entertainment, political contributions, outside business affiliations and other Code of Ethics violations.
ComplySci is part of the COMPLY portfolio of firms, which includes ComplySci, RIA in a Box, NRS and illumis. Learn more at complysci.com.
2010
Board Member
Sep 2010
Zelis is modernizing the business of healthcare by building something remarkable: a connected platform that bridges gaps in the financial system and aligns interests across healthcare insurers, providers, and consumers. Our platform is transforming the financial experience for more than 700 payers, including the top-5 national health plans, BCBS insurers, regional health plans, TPAs and self-insured employers, and millions of providers and members. We see across the financial experience to identify, optimize, and solve problems holistically with technology built by healthcare experts — driving real, measurable results for our clients.
SCAM ALERT: Zelis has been informed that scammers are using our name to scam individuals who believe they are applying for a career opportunity with Zelis. These scammers can be very convincing, going so far as to steal the profile pictures from our actual recruiters from their LinkedIn profiles and using email addresses that contain the word 'Zelis' such as '@zeliscareers' or '@zeliscareerdesk'. These scammers will typically ask you to send money at some point (for equipment, training, uniform) or for your personal information such as social security number or date of birth. A LEGITIMATE ZELIS RECRUITER OR HIRING MANAGER WILL NEVER ASK YOU TO SEND US MONEY. Also, you will never receive a job offer from us if we have not verbally interviewed you. For more information on recruiting scams or to report a recruiting scam, visit the website of the Federal Trade Commission at https://www.consumer.ftc.gov/articles/0243-job-scams
2008
Board Member
Dec 2008
Unique Liquidity is the market's most precious resource. PriceOn™ from TraderTools Inc. enables clients to create their own Unique Liquidity electronic streams. TraderTools distributes users’ Unique Liquidity to hundreds of market participants eager to access Unique Liquidity. Clients can license PriceOn™ as part of the full TraderTools liquidity management suite, or as a separate module integrated to other FX trading technologies.
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Investment activity
2004–2025 · 14 investments
Recent (last 2 years)Earlier
