Investor insights
Funding rounds participated in
$25M sweet spot round size
Most of their 1 investments are in rounds between $25M and $25M
Basic info
Industry
financial services
Sectors
Financial Services
Consulting
Date founded
2001
Investments made
U
Undisclosed raised $25M on November 15, 2022
Investors: Streamlined Ventures, Qualcomm Ventures, HCP Ltd, First Rays Venture Partners, BluePointe Ventures and CBIZ CMF, LLC