Work & Portfolio — Finance for Entrepreneurs

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

Fintech
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
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
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
Wb
Wellbeats
wellbeats.com
What they do
Virtual fitness and wellness content platform.
Investors
LF Capital; Private Investors
Amount Raised
$5M
Bm
BayMedica
baymedica.com
What they do
Biosynthetic cannabinoid production company.
Investors
Individual Investors
Amount Raised
Not Disclosed
Acquirer
Dev + Analytics
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
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
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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