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Venture

Investing in businesses at the core of financial services innovation

 

 

We invest in growth-oriented financial services and technology businesses with $1 million or more of annual recurring revenue

We take minority positions, and look to invest $3 to $30 million of equity, either funded at once or over time. We are comfortable contributing the first institutional capital and leading financing rounds or participating in later rounds as a lead or co-lead investor

Typical Investment Profile

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Recurring revenue

$1m+ annually

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Equity investment

$3m - $30m

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Ownership positions

Minority


Venture portfolio


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Let us help shape the future of financial services 

Arrange a meeting with our team today