10
Total investments
2
Early stage
0
Mid stage
0
Late stage
13y
Years active
Portfolio
7 investments · sorted by recency
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Strategic Advisor // Investor
Nov 2020
Ark Data, Inc aims to make the process of distributing and consuming data as seamless as possible by leveraging the latest in technology. Ark Data was acquired by BlackRock in July, 2021.
Strategic Advisor // Investor
Jul 2020
Waya is a cross-border, cross-network remittance and payment solution for Africa 🌍
The WAYA mobile aims to provide a digital banking platform to enable quick and easy transfer and payment of money across Africa.
Our payment solution connects banks and mobile money operators across Africa. Enabling money to move from across country and channel in secure and cost-effective way.
Board Member // Strategic Advisor // Investor
Jun 2019
Kyriba is a global leader in liquidity performance that empowers CFOs, Treasurers and IT leaders to connect, protect, forecast and optimize their liquidity. As a secure and scalable SaaS solution, Kyriba brings intelligence and financial automation that enables companies and banks of all sizes to improve their financial performance and increase operational efficiency. Kyriba’s real-time data and AI-empowered tools empower its close to 3,000 customers worldwide to quantify exposures, project cash and liquidity, and take action to protect balance sheets, income statements and cash flows. Kyriba manages more than 35 billion bank transactions and $15 trillion in payments annually and gives customers complete visibility and actionability, so they can optimize and fully harness liquidity across the enterprise and outperform their business strategy. For more information, visit www.kyriba.com.
Board Chair // Strategic Advisor // Investor
Mar 2019
$500+B AUA | 450+ Clients | 1,800+ Investment Funds or Accounts | 990+ Employees | 8 Offices
Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund administration, accounting, middle office, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for:
• REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, interval and tender offer funds, collective investment trusts, business development companies, variable insurance trusts, series and stand-alone trusts
• PRIVATE FUNDS: Hedge funds, private equity funds and general partnerships, real estate funds, venture capital funds, fund of funds, and credit funds.
• PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools
Our suite of fund services includes fund/legal administration, fund accounting, transfer agency and shareholder services, fund compliance and CCO resources, distribution, portfolio accounting, investor servicing, treasury services, audit and tax management, middle office service solutions, and EDGARization and printing services.
Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs while serving as a trusted business partner.
The Ultimus approach to administration services is distinctive and is built on a foundation of commitment to, excellence, innovation, and partnership. We understand that no two clients are alike and tailor our services—from administration services to product design and launch to conversion—to meet each client’s unique needs.
For more information, visit www.ultimusfundsolutions.com.
Shareholder and Strategic Advisor
May 2018
Finomial is a fast-growing fintech reg-tech company, with major global fund administrators including US Bancorp as its anchor customers. Finomial has more than $770 billion in assets on the platform, with more than 600 funds using its platform for investor services.
Finomial is the investor services platform with Compliance DNA.
Finomial completely automates investor on-boarding, ensures comprehensive due diligence, automates global regulatory reporting in a rapidly changing regulatory compliance environment, and enhances investor servicing.
With investor compliance woven into every investor interaction – from on-boarding to on-going reporting – financial services firms can be confident that they have a best-in-class compliance technology that reduces risk while delivering a next-generation investor experience.
Board Member
Jan 2013
SS&C Eze, a business unit of SS&C, is a global leading provider of investment management software solutions designed to optimize operational and investment alpha throughout the entire investment process. SS&C Eze provides the platform for growth for the entire investment management community, maximizing efficiencies across order management, trade execution & analytics, portfolio analytics & modeling, compliance & regulatory reporting, commission management, and portfolio & investor accounting.
SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20,000 financial services and healthcare companies, with over 27,000 employees and operations in 104 cities across 40 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.
Experience · 13 entries
All (13)
Investments (10)
Founder (1)
Board (1)
2025
Board Chair // Strategic Advisor // Investor
Aug 2025
FundApps is a cloud-native RegTech SaaS platform that automates compliance monitoring and reporting for the world’s leading financial institutions.
Trusted by some of the world’s largest hedge funds, asset managers, pension funds, and investment banks, FundApps monitors over $30 trillion in assets under management across 100+ jurisdictions, representing 19% of global assets under management.
Whether its shareholding disclosure, sensitive industries, position limits, or regulatory reporting, we help clients stay ahead of regulatory change, reduce operational risk, and safeguard their reputation.
As a certified B Corp, we’re committed to doing business the right way - with integrity, transparency, and a strong ethical foundation.
Good people. Good business. Good ethics. We are FundApps.
Board Chair // Strategic Advisor // Investor
Aug 2025
At Multifonds, we offer a single, global, SaaS-ready platform that empowers leading fund administrators, asset managers, insurers, and pension funds to drive ultimate efficiency and reduce risk.
Our platform currently supports over 40,000 funds—encompassing both traditional and alternative investments—across 35 jurisdictions, managing more than $10 trillion in assets. We are trusted by 9 of the top 15 global fund administrators, including institutions such as Citi, HSBC, BNP Paribas, Standard Chartered, DBS, and Alter Domus.
Multifonds integrates key functions such as asset servicing, position keeping, valuation, and accounting for all structures of pooled vehicles and funds across multiple jurisdictions.
We provide:
• Investment Accounting: Transform investment and fund accounting activities with a single, global platform featuring highly automated workflows. This enhances scalability, efficiency, and flexibility while reducing operational risks.
• Investor Servicing & Transfer Agency: A modern digital solution equipped with a sophisticated investor servicing portal. It supports global operating models throughout the full investment lifecycle, offering functionalities such as investor due diligence, cash management, fee distribution, and retrocessions.
• Navigator: Delivers instant and precise Net Asset Value (NAV) calculations for shadow accounting, oversight, and contingency purposes. An innovative alternative to maintain a full shadow set of book of records.
2022
Board Chair // Strategic Advisor // Investor
2022
EPFR offers financial institutions around the world an unparalleled understanding of how money is moving and why, through fund flows and asset allocation data.
Tracking over 151,000 traditional and alternative fund shares classes domiciled globally with more than $55 trillion in total assets, we deliver a complete picture of institutional and retail investor flows and fund manager allocations driving global markets.
Our market moving data services include equity and fixed income fund flows on a daily, weekly and monthly basis and monthly fund allocations by country, sector and industry.
2020
Strategic Advisor // Investor
Nov 2020
Ark Data, Inc aims to make the process of distributing and consuming data as seamless as possible by leveraging the latest in technology. Ark Data was acquired by BlackRock in July, 2021.
Strategic Advisor // Investor
Jul 2020
Waya is a cross-border, cross-network remittance and payment solution for Africa 🌍
The WAYA mobile aims to provide a digital banking platform to enable quick and easy transfer and payment of money across Africa.
Our payment solution connects banks and mobile money operators across Africa. Enabling money to move from across country and channel in secure and cost-effective way.
Show all 13 entries ↓
Investment activity
2013–2025 · 10 investments
Recent (last 2 years)Earlier
