16
Total investments
4
Early stage
5
Mid stage
4
Late stage
10y
Years active
Portfolio
16 investments · sorted by recency
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Early stage
Mid stage
Late stage
Board Member
Apr 2026
equipifi is a fintech company that enables banks and credit unions to offer flexible payments and Buy Now, Pay Later as a native capability within their digital banking platforms. By embedding installment lending directly into the institutions consumers already trust, equipifi helps financial institutions deepen the banking relationship, grow their lending portfolio, and compete effectively in a payments landscape defined by evolving consumer expectations.
Board Member
Sep 2025
F2 is the compounding intelligence platform for private markets. Purpose-built for private credit and commercial banking, F2 powers how investment teams screen, diligence, underwrite, and monitor deals — turning every transaction into a proprietary advantage that makes the firm smarter over time.
At the core is Institutional Knowledge: F2 ingests your firms IC memos, models, CIMs, and CRM data into a living, queryable library of past judgment. Teams pull precedents in minutes, surface how the firm previously evaluated a sector or sponsor, and underwrite with the pattern recognition of their most experienced MD — and every new deal flows back in automatically, so the library compounds.
Unlike general-purpose AI, F2 is Excel-native, running a real Excel engine under the hood with live formulas, dependency tracking, and Audit Mode that traces every number back to its source. F2 ranks #1 on SpreadsheetBench, the industry standard for spreadsheet AI. SOC 2 Type 1 & Type 2 certified and GDPR compliant, with zero data retention and no model training on customer data.
Today, more than 15,000 deals are underwritten on F2 annually across firms managing over $400B in client assets.
Headquartered in New York City, F2 is backed by leading investors including NFX, Left Lane Capital, and Y Combinator.
Board Member
Dec 2024
Venn is streamlining Canadian business banking. Built by Canadians for Canadians, Venn offers a full-service banking platform designed to empower businesses with fast, easy, and affordable solutions. In just under five minutes, you can open an account and start managing your finances - all without ever stepping foot in a branch.
Unlike traditional banks, Venn is designed to work the way modern businesses do. We provide everything you need in one smart, all-in-one business account. With transparent pricing, seamless global money transfers, and powerful integrations, Venn allows you to focus on running your business, not managing your banking.
Board Member
Mar 2024
At Revv, we leverage AI and machine learning to empower automotive repair shops with revolutionary SaaS solutions that enhance safety, profitability, accuracy, and efficiency. Our award-winning flagship products, Revv ADAS Plus and Revv ADAS Mechanical, deliver seamless ADAS calibration identification, intelligent diagnostics, and end-to-end workflow integration, enabling shops to thrive in the rapidly evolving vehicle landscape. Partner with us to stay ahead in the industry’s shift toward advanced vehicle technology.
Board Member
Jan 2023
Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but cant afford it.
Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers.
Clerkie uses conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals.
Our mission is to democratize financial health and provide all individuals with an actionable path to financial security.
Email us at talent@clerkie.io if youd like to be considered for current or future opportunities to join our team.
Board Member
Aug 2022
Arc is the capital management platform for ambitious companies and private investors. Arc serves the innovation economy with intelligent cash management and capital markets solutions, in partnership with leading financial institutions and a proprietary network of private credit funds.
Founded in 2021, Arc has headquarters in San Francisco and New York City. It has raised over $180 million of equity and debt capital from investors including Left Lane Capital, NFX, Atalaya, Bain Capital Ventures, Clocktower Technology Ventures, Torch Capital, and Y Combinator, among others. To learn more, visit www.joinarc.com.
Arc is a financial technology company, not a bank. For important information about Arc, see our general disclosures: https://www.joinarc.com/general-disclosures
Board Member
May 2022
EXO Freight is applying technology to the often-overlooked open deck transportation industry. Our goal is to bring the open deck shipper into the digital age.
Board Member
Jun 2021
Moove is a global mobility company building the operating layer for autonomous mobility.
Headquartered in the UAE and founded in 2020 by Ladi Delano and Jide Odunsi, Moove finances, owns and operates productive mobility assets for leading mobility platforms across manned and autonomous transportation.
Moove operates across 13 countries and 29 cities, with approximately 42,000 vehicles and more than 3,300 employees worldwide. The company recently closed a $250million Series C round scaled rapidly to an ARR of $420m within 5 years of launch.
Board Member
May 2021
Unlocking the full potential of ambitious businesses worldwide with $5k-$20m of purpose-built working capital.
Todays fast-growing businesses need a capital provider that keeps pace with their ambitions. Traditional financing options are slow, cumbersome, and often out of reach. Thats why we built Wayflyer. Our unique technology can assess your growth potential to deliver tailored financing options in minutes, not months.
Since launching in April 2020, weve deployed over $6 billion to 6,000+ businesses globally, backed by leading investors like QED, Left Lane Capital and DST Global.
Were a fast-growing, venture-backed startup with big ambitions. From our offices in Dublin, London, Berlin, New York, Charlotte and Sydney, were serving consumer brands, retail outlets, software companies, service providers and beyond.
Board Member
Jan 2021
Founded in 2015, Neat Capital is streamlining home lending with an online application and real-time loan approval. The result is financing that is as reliable as an all-cash offer.
Neat Capital is a licensed mortgage lender headquartered in Boulder, CO with offices in Westport, CT & San Jose, CA.
Neat Capital is currently lending in CA, CO, CT, DC, NM, TX, and WA.
NMLS #1467706
NMLS Consumer Access - http://www.nmlsconsumeraccess.org/
Equal Housing Lender
Board Member
May 2020
M1 is a fast-growing fintech company and personal finance platform made for the modern era. Hundreds of thousands of investors take control of their long-term wealth with M1 and have already trusted us with over $10 billion of assets. As the Finance Super App™, we empower financial well-being with all the tools to invest, borrow, spend and save: high-yield savings, automated investing tools, paperwork-free margin loans, low-cost personal loans, high cash-back credit card rewards that can be automatically re-invested
From 2020 to 2021, the company grew from 82 employees to 236 employees and in 2021 became a fintech unicorn with a valuation of $1.45 billion.
M1 has over 60,000 5-star customer reviews on the App Store and Google Play and has been recognized as a top app for investors including Investopedia’s 2023 Best for Sophisticated Investors and Best for Low Costs, Insider’s Best Investment App for Portfolio Customization, and one of Bankrate’s Best Robo-Advisors 2023. The company was also named one of CB Insights’ Top Fintech Companies of 2021, a 2021 Top Workplace by the Chicago Tribune, and one of Built In’s 2022 and 2023 Best Places to Work in Chicago.
Mission: M1 empowers personal financial well-being. From our automation tools to our competitive rates to the content we produce, we’re focused on helping clients manage money and grow wealth the way they want to. That’s why our tagline is Build and Manage Your Wealth.
Learn more at www.m1.com.
Interested in joining our team? Learn more at https://m1.com/about/careers/.
--
Disclosures: https://m1.com/social-terms/
Member FINRA/SIPC.
Board Observer
Jun 2018
Parachute Health is modernizing healthcare through digital connectivity.
The Parachute Platform empowers healthcare providers with delightfully simple ePrescribing for medical equipment (DME), supplies, and services and powers suppliers with digital transformation tools - to streamline workflows, increase clinician satisfaction and improve patient outcomes.
ePrescribing DME on the Parachute Platform generates clean, complete orders, with no re-work required. This means fewer hassles for providers and insurers, all to enhance patient care.
To learn more and sign up for an ePrescribing account, please visit https://www.parachutehealth.com/eprescribe-ordering
DME Suppliers can join the Parachute Network at https://www.parachutehealth.com/supplier-sign-up
Board Observer
Apr 2018
OwnBackup believes that no company operating in the cloud should ever lose data.
With comprehensive backup, visual compare, and fast recovery capabilities, we have helped hundreds of organizations through data loss and corruption crises. Our solution also provides enterprises with the performance and reporting required to meet compliance regulations in a number of industries. We provide secure, automated, daily backups of SaaS and PaaS data, including Salesforce.
The company was co-founded by technology veterans with deep experience in data-recovery, data-protection and information-security. OwnBackup’s solutions provide built-in protection against data loss and corruption caused by human error, malicious intent, integration error and rogue applications.
All of this has helped make OwnBackup the top-ranked backup and restore ISV on the Salesforce.com AppExchange, a venue the solution has been listed on since 2012, and to gain recognition as a Gartner “Cool Vendor” in Business Continuity and IT Disaster Recovery.
Board Observer
Dec 2017
Simply (formerly JoyTunes) makes the pursuit of creative hobbies simple and fun for everyone.
Our top-grossing apps Simply Piano, Simply Guitar, Simply Sing, and Simply Draw are enjoyed by millions and put us on the fast track to building the world’s largest global consumer subscription business for creative hobbies.
Also, we’re hiring! www.hellosimply.com
Board Observer
Jul 2017
FloQast is the AI Accounting Transformation Platform built by accountants, for accountants.
Accounting is entering its AI era. FloQast is building the platform that defines it.
We understand the different nuances in how accounting is managed from company to company -- business growth leads to increased complexity, yet teams are faced to respond without additional resources. Its why our Agents are designed to automate specific accounting workflows without compromising security or auditability. Our ISO 42001 certification can attest the accountant retains the final judgement call and has full visibility into all agent interactions.
More than 3,500 global teams, including Lululemon, Chipotle, and Shopify, rely on FloQast to reduce manual work, strengthen compliance, and move from preparation to strategic review with confidence.
We are not replacing accountants. We are equipping them with AI built for the way accounting actually works.
Through our free FloQast Certified Accountant program, we are also investing in the next generation of AI enabled accounting professionals.
Show all 16 investments ↓
Experience · 20 entries
All (20)
Investments (16)
Board (16)
2026
Board Member
Apr 2026
equipifi is a fintech company that enables banks and credit unions to offer flexible payments and Buy Now, Pay Later as a native capability within their digital banking platforms. By embedding installment lending directly into the institutions consumers already trust, equipifi helps financial institutions deepen the banking relationship, grow their lending portfolio, and compete effectively in a payments landscape defined by evolving consumer expectations.
2025
Board Member
Sep 2025
F2 is the compounding intelligence platform for private markets. Purpose-built for private credit and commercial banking, F2 powers how investment teams screen, diligence, underwrite, and monitor deals — turning every transaction into a proprietary advantage that makes the firm smarter over time.
At the core is Institutional Knowledge: F2 ingests your firms IC memos, models, CIMs, and CRM data into a living, queryable library of past judgment. Teams pull precedents in minutes, surface how the firm previously evaluated a sector or sponsor, and underwrite with the pattern recognition of their most experienced MD — and every new deal flows back in automatically, so the library compounds.
Unlike general-purpose AI, F2 is Excel-native, running a real Excel engine under the hood with live formulas, dependency tracking, and Audit Mode that traces every number back to its source. F2 ranks #1 on SpreadsheetBench, the industry standard for spreadsheet AI. SOC 2 Type 1 & Type 2 certified and GDPR compliant, with zero data retention and no model training on customer data.
Today, more than 15,000 deals are underwritten on F2 annually across firms managing over $400B in client assets.
Headquartered in New York City, F2 is backed by leading investors including NFX, Left Lane Capital, and Y Combinator.
2024
Board Member
Dec 2024
Venn is streamlining Canadian business banking. Built by Canadians for Canadians, Venn offers a full-service banking platform designed to empower businesses with fast, easy, and affordable solutions. In just under five minutes, you can open an account and start managing your finances - all without ever stepping foot in a branch.
Unlike traditional banks, Venn is designed to work the way modern businesses do. We provide everything you need in one smart, all-in-one business account. With transparent pricing, seamless global money transfers, and powerful integrations, Venn allows you to focus on running your business, not managing your banking.
Board Member
Mar 2024
At Revv, we leverage AI and machine learning to empower automotive repair shops with revolutionary SaaS solutions that enhance safety, profitability, accuracy, and efficiency. Our award-winning flagship products, Revv ADAS Plus and Revv ADAS Mechanical, deliver seamless ADAS calibration identification, intelligent diagnostics, and end-to-end workflow integration, enabling shops to thrive in the rapidly evolving vehicle landscape. Partner with us to stay ahead in the industry’s shift toward advanced vehicle technology.
2023
Board Member
Jan 2023
Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but cant afford it.
Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers.
Clerkie uses conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals.
Our mission is to democratize financial health and provide all individuals with an actionable path to financial security.
Email us at talent@clerkie.io if youd like to be considered for current or future opportunities to join our team.
Show all 20 entries ↓
Investment activity
2016–2026 · 16 investments
Recent (last 2 years)Earlier
