1
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0
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0
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0
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3y
Years active
Portfolio
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Investor
Jun 2023
Beta Fund partners with exceptional technical founders at the inception stage—often before a company or clear idea exists. Unlike traditional investors who wait for traction, we invest at the moment of exploration, when the boldest ideas are still forming.
Our focus spans agentic AI, AI-native systems, and AI-powered vertical SaaS—the foundational layers of the next software epoch. Emerging from Beta University’s network of 900+ founders and 300+ industry mentors, Beta Fund provides not just capital, but the community, technical depth, and early belief that compound into enduring advantage.
Experience · 3 entries
All (3)
Investments (1)
Founder (1)
2024
Investment Banking Intern
Jan 2024
Joseph Stone Capital, LLC is a full-service boutique investment banking firm committed to providing clients with outstanding personal attention in a wide range of financial services for over 20 years. This approach distinguishes us in the industry and accounts for our outstanding record of long-term stability and growth.
Our investment banking department focuses on emerging growth companies. Among our many areas of expertise are raising capital and advising on mergers and acquisitions. Our financial expertise enables us to structure transactions that satisfy the needs of both our corporate clients and our investors.
We recognize that each individual client has a separate and unique set of investment goals. It’s critical that our goals and objectives are totally aligned with those of the clients. We invest a substantial amount of time in understanding the objectives of our clients and assessing our ability to meet those objectives prior to our engagement. We are dedicated to providing value for our clients by devising the most appropriate strategies based on careful analysis of their risk tolerance and investment objectives.
When we take on a corporate client, we forge a long-term, hands-on partnership to guide them through the complex stages of successful growth. Our commitment is to serving our corporate client’s interest with unwavering dedication. We stress teamwork and creativity in everything we do and pride ourselves on developing innovative strategies to meet the dynamic financial concerns of the ever-changing marketplace.
Joseph Stone Capital, LLC is a privately held, full-service broker-dealer headquartered in New York. As a member of the Securities and Exchange Commission, Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), we carry a strong dedication to fulfilling the brokerage and investment needs of all our clients.
Our firm was designed to understand and move with the highly volatile markets of today. With a wide array of investment services, we strive to exceed all of our clients financial needs and specific investment objectives. Our core values recognize the importance of working hard for our clients in order to accomplish their financial goals. As we continue to grow our global network, our investment experts and registered representatives provide expert knowledge, industry experience and independent research. At Joseph Stone Capital, LLC we believe that our clients’ success runs parallel to our own.
Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
From brokerage opportunities to investment advice, our expert team of professionals provides a personal approach and the long-lasting financial experience to plan and protect both your money and your future. Explore our wide array of investment opportunities and let us help you reach your financial goals today.
2023
Investor
Jun 2023
Beta Fund partners with exceptional technical founders at the inception stage—often before a company or clear idea exists. Unlike traditional investors who wait for traction, we invest at the moment of exploration, when the boldest ideas are still forming.
Our focus spans agentic AI, AI-native systems, and AI-powered vertical SaaS—the foundational layers of the next software epoch. Emerging from Beta University’s network of 900+ founders and 300+ industry mentors, Beta Fund provides not just capital, but the community, technical depth, and early belief that compound into enduring advantage.
2017
H
HUAYI Translation Company
Co-Founder
Mar 2017
