Conner Mulvee

Koxa Co-Founder: Bank Inside Your ERP

📍 New York, New York, United States🔄 Updated October 2026💼 4 investments📅 12 years investing🗓 Last invested Aug 2019
Operator-angel🌍 United States
4
Total investments
0
Early stage
1
Mid stage
0
Late stage
12y
Years active

Portfolio

1 investments · sorted by recency
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Board Member
Aug 2019
Crucial allies at critical junctures. changeforce is a Management Consulting firm of executive-level experts who jump in to help you get through critical junctures. We use, and build, emerging technology to accelerate and scale the work we do for our clients.
Experience · 7 entries
All (7)
Investments (4)
Founder (1)
Board (4)
2020
Co-Founder and CEO
Jul 2020
Open banking for business users is primitive. Koxa’s software fixes that, providing a massively improved Treasury Open Banking experience. Koxa is an API platform that connects accounting software — like NetSuite, Workday, Sage Intacct, Microsoft Dynamics GP as well as vertical specific solutions — to corporate bank accounts. Effectively, Koxa (on behalf of its bank partners) extends the functionality of a bank’s online treasury portal directly into the user’s accounting software. This creates a more streamlined user experience and strengthens the partnership between the bank and the bank’s corporate customer. It also drives significant efficiency, accuracy, compliance, and user satisfaction benefits. Historically there hasn’t been an easy way for CFOs, Treasurers, and Controllers to make this seemingly simple connection. Koxa fixes that. Koxa partners with banks to connect the bank’s corporate customers with our software and the world-class Treasury Open Banking experience they want, with the security, identity and access management, permissioning and approvals these customers require.
2019
Board Member
Aug 2019
Crucial allies at critical junctures. changeforce is a Management Consulting firm of executive-level experts who jump in to help you get through critical junctures. We use, and build, emerging technology to accelerate and scale the work we do for our clients.
2018
Partner
Jan 2018
SARORAS provides private equity capital to growing middle market companies in the technology and business services sectors.
2016
Board Member
Sep 2016
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $8.8 trillion in assets globally. Learn more at cwan.com.
2015
Board Member
Mar 2015
AIM Software is the fastest growing and award-winning provider of Enterprise Data Management (EDM) business applications to the buy-side. More than 100 of the world’s leading asset management, private & wealth management, asset servicing, fund administration and global custody firms depend on AIM Software for their core data management requirements, including reference data management, portfolio pricing and analytics, corporate actions data and legal entity data management. We are a team of more than 120 financial data management experts. With offices in Vienna, New York, London, Luxembourg, and Zurich, we are a global organization and support our clients wherever they do business. Our best-in-class business applications combine pre-built packages of business workflows with the modern GAIN data management platform. Our productized approach to financial data management ensures that custom developments are kept to a minimum, resulting in faster projects, quick ROI and increased business agility. In 2015, AIM Software received a majority investment from Welsh, Carson, Anderson & Stowe (WCAS), a private equity firm that focuses on investing in high growth businesses. WCAS identified AIM Software’s business applications as an industry “game-changer”. For further information, visit www.aimsoftware.com, or follow us on LinkedIn and on Twitter: @AIMSoftware. - WE ARE HIRING! - Visit our Careers Page to learn more: https://www.aimsoftware.com/career/open-positions/
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Investment activity
2014–2019 · 4 investments
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