Exceptional founders, extraordinary companies
Explore Our Portfolio
Portfolio
As data and the cloud transform entire industries, we bring 30+ years of experience and access to a global network to help our companies grow. We focus on Fintech, Infrastructure Software, Application Software/Saas and Commerce. Our aim is to find and invest in the best companies, regardless of stage and our investments range from $1 million of seed capital through $100 million of growth equity.
Criterionstar watch is the leader in conversational commerce, reinventing business to consumer communication. Its platform helps everyone from entrepreneurs to enterprises strengthen relationships with their consumers, and drives 60 billions in e-commerce revenue for over 20,000 leading brands.
Clockwise
Clockwise optimizes teams’ calendars to create more time in everyone’s day. It helps over 15,000 organizations achieve ambitious goals by creating time for important work and preventing employee burnout.
Magical
With no integrations and a simple keystroke, Magical lets anyone automate soul-crushing tasks by moving data between tabs.
Reprise
Reprise is the only complete demo creation platform that go-to-market teams turn to when they need to create live and guided demo experiences.
FourKites
FourKites is the world's fastest-growing predictive supply chain platform, delivering real-time visibility and execution for Fortune 500 companies and third-party logistics firms across 70 countries.
ShipBob
ShipBob empowers businesses to offer 2-day shipping and manage inventory, orders, and shipments.
Airbase
Airbase is the first all-in-one spend management platform built for today’s growing companies.A global purchasing process everyone loves. All workflows for all non-payroll spend — anywhere in the world. Multi-subsidiary. Multi-currency.
Clari
Clari’s Revenue Platform connects all revenue-critical employees, processes, and systems to drive a breakthrough in revenue precision.
Bloomreach
Bloomreach personalizes the e-commerce experience, combining a customer data platform (CDP), an email service provider, AI, marketing automation, and web personalization in one powerful platform used by over 850 retailers and brands.
Mirakl
Power your growth with an online marketplace.Mirakl is the marketplace platform chosen by leading enterprises, across industries, to scale eCommerce at the speed they demand.
Attentive
Attentive is the leader in conversational commerce, reinventing business to consumer communication. Its SMS-first software platform helps everyone from entrepreneurs to enterprises strengthen relationships with their consumers, and drives billions in e-commerce revenue for over 5,000 leading brands.
Corvus
Commercial insurance reimagined.Making insurance smarter, policyholders safer, and brokers more successful.
IEX
We’re passionate about building technology that moves industries forward. Our story began when we built a stock exchange designed to deliver high-performance results for all investors.
Flywire (Nasdaq: FLYW)
Flywire Corporation (Nasdaq: FLYW) is a global payments-enablement and software company trusted by organizations around the world to deliver on their customers’ most important moments.
Billtrust
Billtrust's integrated AR solutions enable companies to create their own financial success stories by making B2B payment interactions easy and straightforward.
SmartRent
SmartRent provides smart technology solutions that deliver the ultimate smart building experience for real estate owners, managers and residents.
Decodable
Decodable is a real-time data engineering service for developers and data engineers to easily and quickly build and deploy real-time data pipelines.Build real-time data apps & services. Fast.
Verana Health
Verana Health is assembling the largest clinical databases in medicine to empower physicians and accelerate research for patients.Our team partners with medical associations to assemble and activate these databases in Verana’s regulatory-grade data platform.
Iodine Software
Iodine Software is a healthcare AI company that has pioneered a new machine learning approach -- Cognitive EmulationTM -- to help healthcare finance leaders build resilient organizations.
Cooperate with disruptive founders to deliver their ideas to market.
Focus on disruptive opportunities
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INSIGHTS
Back and Better Than Ever: Highlights From Our 7th Annual Fintech Demo Day
NYC in fall was the perfect backdrop for our annual Fintech Demo Day, which we hosted at Jazz @ Lincoln Center with our friends at Nyca Partners and QED Investors in mid-October. After several years of virtual events, we decided to lean in this year and leverage this incredible venue with our largest-ever audience and roster of presenting companies. With 500+ attendees, representing leading financial institutions and VCs, 29 presenting companies, and over 250 one-on-one meetings, it was an extremely productive and busy day for all involved.
INSIGHTS
Embedded Finance: What It Takes to Prosper in the New Value Chain
As this market expands, success will hinge on rethinking the risk and brand calculus, embracing different integration models, and understanding where to play.
INSIGHTS
What’s next for Shopify?
A week and a half ago, Shopify released its Q2 Earning’s report and shares sank 14% on the day after the company announced it plans to lay off 10% of its global workforce (~1,000 employees). CEO Tobi Lutke acknowledged that he and his executive team had overestimated the long-standing success that e-commerce would have in a post-pandemic world, and that the mix of online spend versus in-store would “permanently leap ahead by 5 or even 10 years.” Unsurprisingly, consumer behavior is returning to the new-normal — which is a healthy mix of in-store shopping and e-commerce that is attributing to the 9.1% increase to CPI over the last 12 months (brutal).
