Select companies advised across fintech, healthtech, dev & analytics, CPG, and design & fashion — from early stage through acquisition.

Fintech
3 companies
Dx

Derivix

derivix.com

What they do
Options pricing, risk visualization, and analytics software for institutional traders.

Investors
Goldman Sachs; Susquehanna Growth Equity; J.P. Morgan; SAC Capital

Amount Raised
$12.7M

Acquirer

Alpha Theory

alphatheory.com

What they do
Portfolio construction and position-sizing software for hedge funds and investment managers.

Investors
Private Investors

Amount Raised
Not Disclosed

Acquirer

Cb

Checkbook

checkbook.io

What they do
API-driven digital payments platform for sending disbursements at scale across ACH, RTP, FedNow, digital checks, and digital wallets.

Investors
MassMutual Ventures; JPMorgan Chase; Cross River Digital Ventures; IA Capital Group; Tim Draper; Rocketship.vc

Amount Raised
$13M

Acquirer

Healthtech
3 companies
PF

Practice Fusion

practicefusion.com

What they do
Cloud-based EMR and healthcare practice management platform.

Investors
KPCB; ARTIS Ventures; Deerfield; OrbiMed; Felicis; Morgenthaler; Glynn Capital

Amount Raised
$155M

Acquirer

Wb

Wellbeats

wellbeats.com

What they do
Virtual fitness and wellness content platform.

Investors
LF Capital; Private Investors

Amount Raised
$5M

Acquirer

Bm

BayMedica

baymedica.com

What they do
Biosynthetic cannabinoid production company.

Investors
Individual Investors

Amount Raised
Not Disclosed

Acquirer

Dev + Analytics
3 companies
FH

FeedHenry

feedhenry.com

What they do
Enterprise mobile application development platform.

Investors
Kernel Capital; Intel Capital; VMware; Enterprise Ireland; ACT Venture Capital

Amount Raised
$9M

Acquirer

Vi

Visual IQ

visualiq.com

What they do
Cross-channel marketing intelligence and attribution software.

Investors
Fog City Capital; Volition Capital

Amount Raised
$15M

Acquirer

SL

Spatial Logic

spatiallogic.com

What they do
Spatial analytics and location intelligence company.

Investors
Not Publicly Disclosed

Amount Raised
Not Disclosed

Acquirer

CPG
3 companies
Ps

Peeled Snacks

peeledsnacks.com

What they do
Organic dried fruit and snack company.

Investors
Avondale Ventures; Seurat Group; TSIC; Westbourne Capital; Hammerstone Capital

Amount Raised
$4.5M

Acquirer

Cw

Copra Water

coprawater.com

What they do
Premium coconut water and coconut ingredient supplier.

Investors
New Ground Ventures

Amount Raised
Not Disclosed

Acquirer

Om
Organic Mixology

What they do
Organic spirits and beverage producer.

Investors
Individual Investors

Amount Raised
Not Disclosed

Acquirer

Design + Fashion
3 companies
Dc

Decorist

decorist.com

What they do
Online interior design platform connecting consumers with designers.

Investors
Founders Fund; Homebrew; Lowercase Capital; Harrison Metal

Amount Raised
~$4M

Bb

Bag Borrow or Steal

bagborroworsteal.com

What they do
Luxury handbag rental and resale marketplace.

Investors
Madrona Venture Group; Steelpoint Capital Partners; SV Angel

Amount Raised
$20M

Acquirer

Ef

Erin Fetherston

erinfetherston.com

What they do
Fashion label known for feminine and whimsical contemporary fashion.

Investors
Private Investors

Amount Raised
Not Disclosed

Acquirer



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