13
Total investments
6
Early stage
6
Mid stage
0
Late stage
16y
Years active
Portfolio
12 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
Nov 2019
Redefining post-trade processing from trade-matching through to settlement with interoperable, DLT based, digital market infrastructures that are fully connected, friction-free, flexible and transparent.
Investor
Jun 2019
d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks. The d1g1t platform was created to transform the patchwork of legacy systems with a single, integrated platform that provides advanced analytics and risk management tools across the entire wealth advisory life cycle through a seamless workflow that is highly intuitive and easy-to-use by the entire firm. Much more than a reporting platform, d1g1t equips client-facing financial advisors, back-office teams, and senior management with operational efficiencies, portfolio management, and powerful intelligence they need in real-time. The company is led by an experienced financial technology team who have developed leading enterprise risk and portfolio management systems for many of the worlds top investment banks, institutional and wealth managers, hedge funds, and regulators around the world.
Investor
May 2019
enmacc is Europes largest market venue for OTC trading of energy and environmental commodities. Our platform digitalises the end-to-end professional energy trading process. Using enmacc allows participants to gain speed, efficiency and security when trading in energy markets.
More than 500 member companies, with over 2000 active traders, are already taking advantage of enmacc and are utilising our continuously growing network of energy suppliers, industrial companies, energy trading houses and municipal utilities for trading in power & gas.
All of our clients can benefit from increased market access, additional liquidity and other business development opportunities. enmacc customers can use three different trading screens: entender, enmarket and engreen. entender is the largest, independent RFQ platform for standard and non-standard energy products in Europe. enmarket is an independent price screen and open marketplace for bilateral ‘one-click’ trading of standard power & gas products.
engreen is our state-of-the-art trading screen for Guarantees of Origin (GoOs) and allows for process safety and easy access of real- time prices in a complex and partially non-transparent market.
We do everything we can to make the daily work of energy traders and portfolio managers easier by enabling them to focus on the things that really matter.
More at www.enmacc.com
Investor
Jan 2019
Tookitaki is the most intelligent financial crime prevention platform, distinguished by its innovative Federated AI Approach. This pioneering method leverages collective intelligence based AI technologies for detection and prevention of money laundering and fraud, setting new standards in the industry.
Tookitakis groundbreaking approach has gained recognition from industry leaders, such as the Financial Action Task Force (FATF) and has been honoured with numerous awards, including the World Economic Forum Technology Pioneer, HPE Singapore Fast Forward Innovation Award. It also recently got featured in Forbes Asia 100 to Watch. Serving some of the worlds most prominent banks and fintech companies, Tookitaki is redefining financial crime detection and prevention.
Investor
Nov 2018
Comply with confidence. SteelEye is the first and only truly integrated trade and communications surveillance solution. We empower you with the data-driven tools and complete insights you need to focus on what matters, all from a single platform.
Investor
Sep 2018
Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services.
In supercharging developers to rapidly deliver high-performance, resilient and secure applications, Genesis replaces the buy vs. build challenge with a buy-to-build solution.
The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications.
Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability, powering mission-critical applications at the world’s leading financial institutions.
Strategically backed by Bank of America, BNY Mellon and Citi, Genesis Global has offices in Miami, New York, Charlotte, London, São Paulo, Dublin and Bengaluru.
Investor
Sep 2017
dv01, a FitchSolutions Company, is a leading capital markets fintech firm driving technological innovation and loan-level transparency in structured finance. As the world’s first end-to-end data management, reporting, and analytics platform for loan-level lending data, dv01 is bringing unparalleled transparency and intelligence to every loan for every stakeholder.
With over 120 million loans, 900 securitizations, and $5 trillion in original balance across consumer unsecured, mortgage, small business, student loan, point of sale, small business, solar, and auto loans, dv01 is building the most comprehensive loan data library across lending markets and empowering the capital markets with world-class tools to make safer data-driven decisions.
Investor
Sep 2017
RegTek.Solutions is now a part of Bloomberg L.P. Follow Bloomberg L.P. for news about our company.
RegTek.Solutions’ mission is to be at the heart of the market’s transformation to sustainable compliance.
Targeting Quality, Completeness, Accuracy and Transparency, RegTek.Solutions mutualizes the cost and shoulders the burden of tracking and implementing critical regulatory reporting solutions.
Working with all market stakeholders, RegTek.Solutions combines independent, market-validated actionable regulatory intelligence, with proven technologies, to offer pragmatic, modular solutions to financial institutions and intermediaries facing regulatory reporting challenges.
We call it Sustainable Compliance.
Contact us for more info: sales@regtek.solutions
Investor
Jun 2017
Revelate is the #1 data marketplace platform for data discovery, sharing, cross-listing, and monetization.
R
Investor
Mar 2017
Co-founders Charlie Henderson and Lucas Wurfbain first devised the idea for Relata whilst getting frustrated with the ineffective relationships in capital markets and investment management. They saw first hand how the market shifted from small tight-knit networks to larger but weaker ones, and became increasingly frustrated with the results of the shift. While on the hunt for a technology that generated high-performance insights that matched a companys financial insights, they soon realised that no such thing existed.
So the duo set to work on creating the solution. Since then, we’ve built the AI-powered Relata platform with real-time data capture at its core. Our insight-first approach provides intelligence that frees sales teams from gut-based decisions. That way, you don’t target the wrong people, take the wrong next action, and miss vital growth opportunities.
A few years later and we’ve grown the Relata team to over 20 ambitious individuals, opened offices in London, and massively advanced our state-of-the-art platform. But our core mission remains the same – to bring science to the art of relationship building, creating the best experiences for both customers and teams.
Board Observer / Investor
Feb 2015
Headquartered in London, CloudMargin created the world’s first cloud-based collateral management workflow tool, which has earned nearly 20 industry awards and honours since 2015 for innovation and best-in-class technology. The firm’s Software-as-a-Service (SaaS) model is helping many of the leading sell-side and buy-side financial institutions globally – including brokerage firms, banks, asset management firms, pension funds and insurance companies – as well as outsourcers and other technology firms meet time-critical regulatory deadlines and reduce costs associated with collateral requirements that are growing dramatically. CloudMargin bypasses many of the shortfalls of legacy, on-premise software, enabling clients to experience rapid implementation and access to robust and secure collateral management workflow software. With more than 20 integration partnerships, CloudMargin was the first collateral management solution provider to be a member of the SWIFT network, facilitating straight-through processing through settlement.
Keep in touch with us!
https://www.twitter.com/CloudMargin
Former Board Observer / Investor
Feb 2015
Headquartered in London, CloudMargin created the world’s first cloud-based collateral management workflow tool, which has earned nearly 20 industry awards and honours since 2015 for innovation and best-in-class technology. The firm’s Software-as-a-Service (SaaS) model is helping many of the leading sell-side and buy-side financial institutions globally – including brokerage firms, banks, asset management firms, pension funds and insurance companies – as well as outsourcers and other technology firms meet time-critical regulatory deadlines and reduce costs associated with collateral requirements that are growing dramatically. CloudMargin bypasses many of the shortfalls of legacy, on-premise software, enabling clients to experience rapid implementation and access to robust and secure collateral management workflow software. With more than 20 integration partnerships, CloudMargin was the first collateral management solution provider to be a member of the SWIFT network, facilitating straight-through processing through settlement.
Keep in touch with us!
https://www.twitter.com/CloudMargin
Experience · 19 entries
All (19)
Investments (13)
Founder (2)
Board (2)
2023
CEO / Co-Founder
Sep 2023
The financial planner’s AI assistant - Save time. Serve more clients.
What PlannerPal can do for you:
Capture every word:
Record face-to-face meetings with the PlannerPal app, or record Microsoft Teams or Zoom meetings and generate accurate industry specific transcriptions
Effortless meeting summaries:
Say goodbye to the hassle of replaying recordings. PlannerPal automatically turns your client meetings into concise, actionable summaries
Smart document drafting
AI generated draft file notes, follow-up emails and more complex documents - saving you time and allowing you to respond faster to clients
Search your past conversations:
AI generated draft file notes, follow-up emails, fact finds and more complex documents - saving you time and allowing you to respond faster to clients
How PlannerPal provides immediate impact:
✓ Accelerate Client Responses
✓ Minimize Administrative Tasks
✓ Focus on Growth & Service Quality
✓ Improve Client Data Accuracy
✓ Strengthen Team Collaboration
Try PlannerPal For Free: www.plannerpal.co.uk
2022
CEO / Co-Founder
Sep 2022
Later life financial guidance platform, starting with property.
Our mission is to make it easier for older adults to discover, finance, and move into their next home.
At Hazel, we firmly believe that where you live can have a significant impact on your overall wellbeing and financial security.
We recognize that moving homes can be a complex and stressful process, especially for older adults.
Thats why weve designed Hazel to assist customers in navigating through the complexity and making the right personal choice for them.
2019
Investor
Nov 2019
Redefining post-trade processing from trade-matching through to settlement with interoperable, DLT based, digital market infrastructures that are fully connected, friction-free, flexible and transparent.
Investor
Jun 2019
d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks. The d1g1t platform was created to transform the patchwork of legacy systems with a single, integrated platform that provides advanced analytics and risk management tools across the entire wealth advisory life cycle through a seamless workflow that is highly intuitive and easy-to-use by the entire firm. Much more than a reporting platform, d1g1t equips client-facing financial advisors, back-office teams, and senior management with operational efficiencies, portfolio management, and powerful intelligence they need in real-time. The company is led by an experienced financial technology team who have developed leading enterprise risk and portfolio management systems for many of the worlds top investment banks, institutional and wealth managers, hedge funds, and regulators around the world.
Investor
May 2019
enmacc is Europes largest market venue for OTC trading of energy and environmental commodities. Our platform digitalises the end-to-end professional energy trading process. Using enmacc allows participants to gain speed, efficiency and security when trading in energy markets.
More than 500 member companies, with over 2000 active traders, are already taking advantage of enmacc and are utilising our continuously growing network of energy suppliers, industrial companies, energy trading houses and municipal utilities for trading in power & gas.
All of our clients can benefit from increased market access, additional liquidity and other business development opportunities. enmacc customers can use three different trading screens: entender, enmarket and engreen. entender is the largest, independent RFQ platform for standard and non-standard energy products in Europe. enmarket is an independent price screen and open marketplace for bilateral ‘one-click’ trading of standard power & gas products.
engreen is our state-of-the-art trading screen for Guarantees of Origin (GoOs) and allows for process safety and easy access of real- time prices in a complex and partially non-transparent market.
We do everything we can to make the daily work of energy traders and portfolio managers easier by enabling them to focus on the things that really matter.
More at www.enmacc.com
Show all 19 entries ↓
Investment activity
2010–2019 · 13 investments
Recent (last 2 years)Earlier
