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Recent Transactions



  • Invested in series-A round of growth stage FinTech company that provides document management and value-add data services for the private markets segment of the asset management industry

  • Active Board member and hands-on management advisor. Guided the company through build and launch of two new product lines. Helped the company solve professional staffing challenges by building a highly effective and cost advantaged 15 person research team in Eastern-Europe

  • Exited investment at 2.9X after two years through sale of business to a PE backed strategic buyer. 

  • Have been permanently retained as strategic advisor for FinDox and its new parent company. 

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