13
Total investments
3
Early stage
8
Mid stage
1
Late stage
16y
Years active
Portfolio
12 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Aug 2022
Data science and machine learning platform company dedicated to unlocking the innovation and insight of data without compromising privacy.
Board Member
Jan 2022
IMMO is Europe’s first technology-led residential real estate platform, designed to create quality portfolios of existing single-family rental (SFR) housing at speed and scale.
We’ve built a unique end-to-end solution, providing institutional partners with sourcing, acquisition, portfolio management, lettings and property management, enabling them to drive performance and maximise returns.
Founded in 2017, we have assembled an experienced team of 130+ which includes successful entrepreneurs and industry leaders with expertise from McKinsey, Goldman Sachs, Blackstone, Uber, HSBC, Amazon, Procter & Gamble, BlackRock, Morgan Stanley, Google and many more.
We have an established presence in the UK, Germany, Spain and India and have been awarded “Tech Pioneer” by the World Economic Forum.
Board Member
Oct 2021
EasySend helps you evolve forms into easy digital experiences with no code. By going digital, you’ll streamline customer data intake and automate your enterprise workflow.
Board Member
Dec 2020
Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our platform simplifies the complexity of delivering personalized portfolios at scale, with tools to help you automate operational workflows, uncover client values, deliver engaging reporting, and create more impactful client interactions.
Board Member
Oct 2019
Panorays is a leading provider of innovative third-party security risk management solutions, helping organizations worldwide manage their vendor risk effectively and efficiently. Through its AI-powered platform, Panorays transforms the TPRM process, providing a comprehensive and secure solution for both vendors and evaluators. The company's commitment to innovation and excellence makes it the trusted choice for TPRM needs across various industries.
Board Member
May 2019
Ocrolus is an AI-powered data and analytics platform that enables financial institutions to make faster, more accurate decisions. We automate underwriting workflows across small business, mortgage, and consumer lending, delivering a best-in-class solution for analyzing financial documents. Our platform classifies documents, extracts key data, detects fraud, and delivers comprehensive cash flow and income analysis—all with exceptional precision and reliability. With Ocrolus, lenders can streamline the borrower experience, scale operations efficiently, and manage risk with greater confidence.
Board Member
Aug 2018
Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network
Board Member
Jan 2018
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as Betterment, Earnin, SoFi, and Wealthfront, along with some of the largest retail banks in the US, rely on Quovo’s account connectivity technology to deliver their services. As of January 2019, we’re now a part of Plaid.
As a combined company, Plaid’s leadership in bank account connectivity will now be complemented by our leading investment, insurance, and loan account coverage. Together, we offer API-delivered products that enable businesses to build seamless, personalized digital experiences and more effectively transact with their customers.
Board Observer
Jan 2018
NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully. NextCapital partners with financial institutions to deliver personalized planning and managed accounts to investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. The firm’s open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles.
An innovative and inclusive workplace
At NextCapital, our vision is to be the most investor-centric company, where everyone can find and follow their optimal path to a secure retirement. To do that, we want to be a workplace that represents everyone, too. We want you to collaborate, connect, and bring your whole self to work. If you’re passionate about building solutions that can help everyone, then you’ll find a home at NextCapital.
Learn more about NextCapital at www.themuse.com/companies/nextcapital
Board Member
Sep 2015
Sure is the leading insurtech behind the world’s most recognized brands and carriers. Its enterprise SaaS infrastructure and embedded insurance programs drive the insurance industry forward to reach its full potential in an online era. Sure customers leverage its cohesive system of APIs to streamline the end-to-end insurance lifecycle resulting in better customer experiences supported by efficient digital operations.
Founded in 2015, the company is headquartered in Dallas, TX with offices around the globe.
Board Member
Jan 2015
Exoprise empowers IT teams with solutions that enable effective adoption and management of mission-critical, cloud-based applications such as Microsoft 365 and services with its CloudReady application performance monitoring solution. CloudReady provides real-time service health insight from behind the firewall to the cloud and back. This synthetic monitoring technology also leverages network path diagnostics and crowdsourced data analytics to pinpoint problems to help teams ensure the best possible cloud service performance. Exoprise helps customers get to the cloud faster and ensure success once they are there.
Board Member
Oct 2010
NPower is a national nonprofit organization that seeks to create pathways to economic prosperity by launching digital careers for military veterans and young adults from underserved communities. We seek to empower under-represented talent to pursue tech futures by teaching the digital and professional skills demanded by the marketplace, and engaging businesses, volunteers and nonprofits in the long term success of our students. NPower currently operates in New York, Texas, California, Maryland, New Jersey, Michigan, and Missouri.
NPower has a proven track record of training the digital skills demanded by the marketplace, and engaging businesses, volunteers and nonprofits in the long-term success of our students. Our results speak for themselves:
* 80% of NPower students get jobs or continue their education after the program.
* 70% of our alumni retain their employment within one year of graduation
* Salaries of graduates employed upon starting the program are 52% higher, on average
The NPower signature training model includes:
Tech Fundamentals – A 23-week program consisting of 16 weeks of virtual instruction and professional skill-building followed by a seven-week paid internship. Coursework focuses on basic tech competencies needed for entry-level IT employment.
Advanced Certifications – They offer multiple paths for advanced IT coursework including Cybersecurity and Cloud computing designed to prepare NPower alumni for more advanced IT employment.
NPower is committed to the success of its students. NPower provides a range of social service support (housing referrals, clothing donations, travel assistance, etc.) to students during their tenure in the program. And their commitment to graduates is focused on job persistence and long-term career growth. Their actively engaged alumni network continues to turn to NPower for ongoing career coaching, and mentoring, as well as access to advanced certifications.
Experience · 20 entries
All (20)
Investments (13)
Founder (2)
Board (13)
2025
CEO & Founder
Aug 2025
Valence is a wealth management firm built for the complexity of high-net-worth financial lives.
For individuals and families navigating tax planning, trusts and estates, private investments, liquidity events, philanthropy, and intergenerational wealth transfer, the traditional model falls short. Advice is fragmented. Relationships are disconnected. And clients are left coordinating much of it themselves.
Valence was built to change that.
Our proprietary AI-native operating model delivers continuous understanding, coordination, and execution across every dimension of a clients financial life. Not by making the existing model more efficient, but by replacing it. We view AI not as a productivity tool, but as an architectural shift. One that enables a fundamentally different client experience: more holistic, more proactive, and built around the clients personal and lived experience.
Founded by leaders from Goldman Sachs, Morgan Stanley, Fidelity, Stone Ridge, Kensho, and Oak HC/FT, and backed by FinTech Collective, Millennium Technology Value Partners, Treasury, Gilgamesh Ventures, and Armyn Capital, Valence is building the operating model that will define how wealth management is practiced for the next generation.
valence.financial
2022
Board Member
Aug 2022
Data science and machine learning platform company dedicated to unlocking the innovation and insight of data without compromising privacy.
Board Member
Jan 2022
IMMO is Europe’s first technology-led residential real estate platform, designed to create quality portfolios of existing single-family rental (SFR) housing at speed and scale.
We’ve built a unique end-to-end solution, providing institutional partners with sourcing, acquisition, portfolio management, lettings and property management, enabling them to drive performance and maximise returns.
Founded in 2017, we have assembled an experienced team of 130+ which includes successful entrepreneurs and industry leaders with expertise from McKinsey, Goldman Sachs, Blackstone, Uber, HSBC, Amazon, Procter & Gamble, BlackRock, Morgan Stanley, Google and many more.
We have an established presence in the UK, Germany, Spain and India and have been awarded “Tech Pioneer” by the World Economic Forum.
2021
Board Member
Oct 2021
EasySend helps you evolve forms into easy digital experiences with no code. By going digital, you’ll streamline customer data intake and automate your enterprise workflow.
2020
Board Member
Dec 2020
Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our platform simplifies the complexity of delivering personalized portfolios at scale, with tools to help you automate operational workflows, uncover client values, deliver engaging reporting, and create more impactful client interactions.
Show all 20 entries ↓
Investment activity
2010–2022 · 13 investments
Recent (last 2 years)Earlier
