10
Total investments
1
Early stage
3
Mid stage
2
Late stage
13y
Years active
Portfolio
8 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Feb 2025
Bankjoy is a Y Combinator-backed FinTech startup. We are changing the way Credit Unions and Community Banks do business, enabling them to become tech-driven and digital-first. Bankjoy delivers modern banking technology, including mobile banking, online banking, e-statements, online account opening, loan origination, and conversational AI to credit unions and community banks. We are among the fastest growing digital banking providers in the market. Our mission is to revolutionize American banking infrastructure by leading digital transformation at credit unions and community banks.
Board Member
Aug 2024
Clips journey began with a simple mission: to make depositing cash easier.
The Clip Network is the first and largest business deposit network in the United States, which includes 8,500+ ClipDrops, ClipATMs, and over-the-counter services in thousands of mall and large retail locations.
Clip offers a self-service, secure platform for convenient business deposits, digital transaction tracking and reporting, and fast change delivery services.
Email us at sales@clipmoney.com for more information on how your business can save time and money by joining the Clip Network.
Board Member
Feb 2024
In today’s business climate, a majority of a company’s operating knowledge is in people’s heads, paper, or cloud/network drives, and the speed at which they are moving prohibits them from documenting this critical intellectual property. As a result, this leaves a company exposed to disruption in the servicing of their clients and the operating of their business. Our goal is simple: To help companies take control of their Operational IP. To drive quality and consistency, so companies and their customers can thrive.
The Confidence platform captures and preserves institutional knowledge into playbooks to enable team members to execute on daily operations, gathering performance data to determine where to optimize and opportunistically automate. Learn more here: https://www.confidence.com/
Board Member and Observer
Oct 2020
HSP Group helps companies manage their international operations and expand globally. We provide HQ-based finance, tax, legal and HR personnel with a simplified, turnkey approach to ensure efficient operations, full compliance with local regulations, and needed consistency across each geography.
Board Member
2018
Medxoom unifies the healthcare benefits and payments experience. We drive proven savings for both plan sponsors and members.
Medxoom unifies member identity, pricing, communication and payments into one, easy to use app. We increase engagement and help members to make better healthcare choices and drive cost savings.
Medxoom’s configurable platform integrates all the components of a member’s health benefits experience, delivering a secure, personalized member experience.
Board Member
2017
Passage powers ticketing and payments for events and attractions. The all-in-one mobile box office technology allows owners and managers to take control of all their ticket, merchandise, and concession sales both online and at-the-door, all while reaching more fans and making more money.
Since 2014, Passage, founded and headquartered in Downtown Detroit, has completed millions of dollars in ticket and product sales for thousands of events around the world. For more information about Passage, please visit gopassage.com.
Passage: Your Event. Your Fans. Your Mobile Box Office.
Board Member
2017
Autobooks is simple banking that works for small businesses.
Autobooks works with financial institutions to deliver what small businesses need: cash flow management, payment services, and financial reporting integrated directly into current banking channels.
Autobooks provides a simple, yet automated approach to small business banking. Our solution makes accounting and payments easy to understand, which helps small business in their day-to-day, giving them more time to do what they do best. Autobooks creates opportunities for established business owners, as well as emerging micro, lifestyle and gig economy entrepreneurs.
Board Member
2013
Micronotes.ai delivers cloud-based digital engagement solutions to financial institutions that want to start conversations, develop relationships, and build trust with new and existing customers and members.
Founded by tech entrepreneurs from MIT, the companys fast, automated, cloud-based solutions apply machine learning to customer data to improve engagement and dialogue to effectively sell more financial services through digital service channels and beyond. Privately held, Micronotes is based in Boston.
Grow Loan Portfolio
We help you use data to identify credit-worthy customers with higher-cost debt at competitor institutions by consistently asking customers targeted, personalized questions that uncover valid financial needs. Then, automatically push validated leads to the right people on your team to improve loan business.
Grow Deposit Accounts
Eliminate the guesswork from your financial institutions deposit growth strategy with Micronotes. Instead, data can be used to access current deposit activity and identify opportunities for new deposits. Our technology eliminates combing through data to find revenue opportunities and allows immediate customer engagement without draining employee resources.
You can deliver thousands of personalized mobile and online banking offers to promote specific services.
Boost Retention
Drive engagement through frequent check-ins with your customers using data-driven automation. Be the first to discover customers financial needs, desires, and pain points. We give you a competitive edge by enabling a high-tech, high-touch feel with Net Promoter Score (NPS®) and other experience-monitoring capabilities.
NPS measures your brands customer experience and provides the best metric to anchor your customer experience management program.
Experience · 14 entries
All (14)
Investments (10)
Board (10)
2025
Board Member
Feb 2025
Bankjoy is a Y Combinator-backed FinTech startup. We are changing the way Credit Unions and Community Banks do business, enabling them to become tech-driven and digital-first. Bankjoy delivers modern banking technology, including mobile banking, online banking, e-statements, online account opening, loan origination, and conversational AI to credit unions and community banks. We are among the fastest growing digital banking providers in the market. Our mission is to revolutionize American banking infrastructure by leading digital transformation at credit unions and community banks.
2024
Board Member
Sep 2024
Baker Hill is in the business of evolving loan origination by combining expertise in technology with expertise in banking. Built on decades of walking alongside banks and credit unions as they provide vital resources to their communities, Baker Hill NextGen® is a configurable, single platform SaaS solution for commercial, small business, and consumer loan origination that proactively manages risk throughout the lending process from request to renewal.
Baker Hill is lending evolved. For more information, visit www.bakerhill.com.
Board Member
Aug 2024
Clips journey began with a simple mission: to make depositing cash easier.
The Clip Network is the first and largest business deposit network in the United States, which includes 8,500+ ClipDrops, ClipATMs, and over-the-counter services in thousands of mall and large retail locations.
Clip offers a self-service, secure platform for convenient business deposits, digital transaction tracking and reporting, and fast change delivery services.
Email us at sales@clipmoney.com for more information on how your business can save time and money by joining the Clip Network.
Board Member
Feb 2024
In today’s business climate, a majority of a company’s operating knowledge is in people’s heads, paper, or cloud/network drives, and the speed at which they are moving prohibits them from documenting this critical intellectual property. As a result, this leaves a company exposed to disruption in the servicing of their clients and the operating of their business. Our goal is simple: To help companies take control of their Operational IP. To drive quality and consistency, so companies and their customers can thrive.
The Confidence platform captures and preserves institutional knowledge into playbooks to enable team members to execute on daily operations, gathering performance data to determine where to optimize and opportunistically automate. Learn more here: https://www.confidence.com/
Board Member
Jan 2024
At CheckAlt, we know checks—after all, it’s in our name. But we’re more than just checks. From traditional lockbox to our advanced electronic lockbox (Catch!), and from ACH to credit and debit card payments, we simplify B2B and C2B payments every day. As a leader in payment management, our integrated suite of receivables solutions seamlessly handles both paper and digital payments. Hundreds of financial institutions, fintechs, and businesses trust us to increase payment velocity, boost operational efficiency, and deliver secure, digital-first solutions. With innovation at the heart of what we do and a commitment to top-tier service, we help businesses streamline their payments—efficiently and securely. For more information, visit www.checkalt.com.
Show all 14 entries ↓
Investment activity
2013–2025 · 10 investments
Recent (last 2 years)Earlier
