Active Portfolio

“Technology solutions that enable jurisdictions to capture critical regulatory data to verify compliance in real-time.”

“Buy-here-pay-here automobile dealer providing affordable financing for any budget.”

“Provides cloud-based software for hedge funds, mutual funds, and brokers to trade electronically.”

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“The only company that offers Income Share Agreements to the general working population for just about any use.”

“One-touch mobile payments and loyalty programs, rich analytics, process savings and ROI driven campaigns.”

“Nationally chartered commercial bank headquartered in Orlando, Florida.”

“Principal based fixed income market maker specializing in high yield and investment grade corporate, municipal, and emerging market bonds, institutional preferred securities, and non-agency mortgage backed securities.”

“Loan origination and investing platform that enables brands to lend to its customers and any accredited investor.”

“Technology company that teams with local retailers for alcohol delivery”

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“Knowledge management solutions providing solutions for jurisdictions, government entities and private industries.”

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“Helps hardworking, underserved Latino families achieve a brighter future by empowering them with life-changing, smart financial solutions.”

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“Unprecedented consumer access to a curated marketplace of wines from over 7,000 small wineries in the U.S.”

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“Independent financial advisory firm offering holistic and objective corporate financial advice.”

Exits

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“Smart software that improves the financial aid process and experience for students, staff, and schools.”

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“Online payment service provider focused on platform businesses such as crowdfunding sites, marketplaces and small business software”

“Smart software that improves the financial aid process and experience for students, staff, and schools.”

“Private wealth management advisor serving high net-worth individuals and institutional clients”