5
Total investments
1
Early stage
3
Mid stage
0
Late stage
8y
Years active
Portfolio
4 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Angel Investor and Advisory Board Member
Oct 2019
Elucidate is a financial crime risk management company enabling financial institutions to benchmark and price financial crime risk through the Elucidate FinCrime Index (EFI), an automated platform developed in partnership with leading global correspondent banks.
Elucidate is an approved benchmark administrator, authorised by the Federal Financial Supervisory Authority (BaFin) and registered with the European Security and Markets Authority (ESMA).
CEO and Investor
Sep 2019
"With Cloudvisor's DigitalAssociate solution, we can now deliver private banking level wealth management services at scale so we can profitably target everyday investors."
DigitalAssociate is an algorithmically-driven next generation practice management solution providing human quality digital advisory and service capabilities. Unlike current practice management solutions which provide information to advisors to do their job, DigitalAssociate's algorithms DO the work for advisors replacing associates and assistants. With DigitalAssociate, firms are able to deliver 30-50% higher after-tax returns for all investors, achieve 4X higher advisor productivity, and lower operating costs by 60% or more. It is the only solution in market today that helps advisors target mass-affluent investors with personal, high quality advice at the scale and convenience of robo-advisors.
Angle Investor and Advisory Board Member
Sep 2019
Pactum Securities GmbH was founded in September 2016 as Acatus GmbH with the aim of building a digital pan-European Debt Capital Markets (DCM) platform. Pactum Securities converts loans, trade receivables and other financial assets into fungible securities eligible for safe custody and clearing, assisting with structuring the transaction as well as obtaining credit ratings, STS and ESG certification when required. For banks and other originators, Pactum Securities offers a fast and cost-efficient refinancing service via access to the capital markets. For institutional investors such as family offices or pension funds, Pactum Securities offers attractive investment opportunities packaged as industry standard debt products.
Pactum Securities is based in Frankfurt and is supported by Pactum AG (https://pactum.ch) and its high-profile team. The company is an extraordinary member of the Association of German Banks.
Angel Investor and Advisory Board Member
Sep 2019
Pactum Securities GmbH was founded in September 2016 as Acatus GmbH with the aim of building a digital pan-European Debt Capital Markets (DCM) platform. Pactum Securities converts loans, trade receivables and other financial assets into fungible securities eligible for safe custody and clearing, assisting with structuring the transaction as well as obtaining credit ratings, STS and ESG certification when required. For banks and other originators, Pactum Securities offers a fast and cost-efficient refinancing service via access to the capital markets. For institutional investors such as family offices or pension funds, Pactum Securities offers attractive investment opportunities packaged as industry standard debt products.
Pactum Securities is based in Frankfurt and is supported by Pactum AG (https://pactum.ch) and its high-profile team. The company is an extraordinary member of the Association of German Banks.
Experience · 13 entries
All (13)
Investments (5)
Founder (4)
2021
Founder and Chief Executive Officer
Oct 2021
Providing frictionless access to same-day growth capital for entrepreneurs. CAKE Capital operates a global & data-driven, trading platform that empowers entrepreneurs with unbiased funding based on existing and forecasted revenue.
2019
P
Progressive Construction Solutions
CEO and Owner
Oct 2019
Angel Investor and Advisory Board Member
Oct 2019
Elucidate is a financial crime risk management company enabling financial institutions to benchmark and price financial crime risk through the Elucidate FinCrime Index (EFI), an automated platform developed in partnership with leading global correspondent banks.
Elucidate is an approved benchmark administrator, authorised by the Federal Financial Supervisory Authority (BaFin) and registered with the European Security and Markets Authority (ESMA).
P
Progressive Construction Solutions
Chief Executive Officer, CFO and Owner
Sep 2019
CEO and Investor
Sep 2019
"With Cloudvisor's DigitalAssociate solution, we can now deliver private banking level wealth management services at scale so we can profitably target everyday investors."
DigitalAssociate is an algorithmically-driven next generation practice management solution providing human quality digital advisory and service capabilities. Unlike current practice management solutions which provide information to advisors to do their job, DigitalAssociate's algorithms DO the work for advisors replacing associates and assistants. With DigitalAssociate, firms are able to deliver 30-50% higher after-tax returns for all investors, achieve 4X higher advisor productivity, and lower operating costs by 60% or more. It is the only solution in market today that helps advisors target mass-affluent investors with personal, high quality advice at the scale and convenience of robo-advisors.
Show all 13 entries ↓
Investment activity
2018–2019 · 5 investments
Recent (last 2 years)Earlier
