A Representative Selection of Past and Present Engagements.
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Emerging/Early-Stage Companies
Established/Mid-Sized Companies
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FundApps
| Established/Mid-Sized Companies
- FundApps is a leading provider of cloud based solutions that automate compliance monitoring and reporting for global financial institutions.
- Board Chairman // Strategic Advisor // Investor
- Link to FundApps website
Multifonds
| Established/Mid-Sized Companies
- Multifonds is a leading provider of global investment accounting and transfer agency software used to administer more than ~$10tn of assets globally.
- Board Chairman // Strategic Advisor // Investor
- Link to Multifonds website
Calypso
| Established/Mid-Sized Companies
- Past Engagement -- Calypso was acquired by Thoma Bravo in July of 2021, combined with AxiomSL to form Adenza and subsequently sold to Nasdaq.
- Leading provider of front to back capital markets software with over 20 offices and approaching 1,000 employees around the globe at the time of the sale to Thoma Bravo.
- Former Board Member // Former Strategic Advisor // Former Investor // Former Interim-CEO/Chairman
- Link To Calypso Website
Ultimus
| Established/Mid-Sized Companies
- Past Engagement -- Ultimus was recapitalized by Stone Point and GTCR in 2025
- Leading independent provider of fund administration services and solutions for investment advisors with over $600b in assets under administration at the time of recapitalization in 2025
- Former Board Chairman // Former Strategic Advisor // Investor
- Link To Ultimus Website
Kyriba
| Established/Mid-Sized Companies
- Past Engagement -- Kyriba was recapitalized by Bridgepoint and General Atlantic in 2024
- Number one provider of cloud-based treasury solutions with over 2,000 clients around the globe
- From 2019-2021 -- Board Member // Strategic Advisor // Investor. In July 2021, stepped down from board but remained involved as an Investor and as an Advisor to Kyriba's PE sponsor until successful recapitalization in 2024.
- Link To Kyriba Website
EZE Software Group
| Established/Mid-Sized Companies
- Past engagement — Eze Software Group was acquired by SS&C in 2018
- Global leader in front to back software solutions for investment managers
- Former Board Member // Former Investor // Former CEO
- As CEO for nearly a decade, oversaw global expansion and rapid growth from $30m in ARR to nearly $250m in ARR and 1,000 employees around the globe. As CEO, named to the "40 Under 40" list and named one of Glassdoor's Top 50 rated mid company CEO's.
- Link To SS&C-Eze Website
Eze Castle Integration
| Established/Mid-Sized Companies
- Past engagement — Eze Castle Integration was acquired by H.I.G. Capital in 2018
- Premier provider of managed services and technology solutions to the investment management industry
- Former Strategic Advisor // Former shareholder
- Link to ECI Website
Ark Data, Inc.
| Emerging/Early-Stage Companies
- Past Engagement -- Ark Data was acquired by BlackRock in July of 2021
- Ark Data's cloud-based platform enables data providers and consumers to work together on what’s important – finding value.
- Former Investor // Former Strategic Advisor
- Link to Ark Data Website
Waya
| Emerging/Early-Stage Companies
- Past Engagement
- Innovative provider of money transfer and payment solutions across Africa
- Former Investor and Strategic Advisor
- Link to Waya website
Sernova
| Emerging/Early-Stage Companies
- Innovative provider of cloud based post-trade services with a focus on derivatives clearing
- Strategic Advisor // Shareholder
- Link to Sernova Website
Adroit Trading Technologies
| Emerging/Early-Stage Companies
- Innovative provider of multi-asset OEMS with deep expertise in OTC requirements
- Strategic Advisor // Shareholder
- Link to Adroit Website
Finomial
| Emerging/Early-Stage Companies
- Past engagement - Finomial was acquired by SEI in 2021
- Finomial is a leading provider of cloud-based client lifecycle management software
- Former Strategic Advisor // Former Shareholder
- Link to Finomial Website
Flyntlok
| Emerging/Early-Stage Companies
- Leading provider of cloud-based ERP for manufacturers and dealers
- Investor (and former Strategic Advisor)
- Link to Flyntlok Website
Code:Red
| Emerging/Early-Stage Companies
Forge Global
| Investment Only
- Former Investor (prior investment - exited)
- The global hub for private market innovators
- Invested in Forge while it was privately held (subsequently, Forge went public and was then acquired by Charles Schwab)
Mews
| Investment Only
- Investor only (current)
- Mews is a privately held, global provider in the property management system (PMS) space, offering an innovative, cloud-based operating platform for the hospitality industry
- Link to Mews Website
Aareal
| Investment Only
- Investor only (current).
- Aareal Bank was taken private in 2021-22. (the Aareon software subsidiary was subsequently spun out and sold to TPG in 2024)
- Aareal Bank is a leading financial institution specializing in international property financing and digital solutions for the real estate and energy sectors
- Link to Aareal Bank website
Oxygen eSports
| Investment Only
- Former Investor
- New England's largest eSports franchise.
- Headquartered in Foxborough, Massachusetts, the team operates multiple prominent franchises and maintains high-profile partnerships with Kraft Sports & Entertainment.
- Link to Oxygen website
