Portfolio Company Opportunities

We support ambitious teams transforming financial services. Take part in building something amazing.
Showing 16 companies
We build data-centric end-to-end Digital Documentation s powered by AI. Our award-winning platform Arteria turns your documents into data that powers your data systems and automates and accelerates documentation processes to reduce the time it takes to generate and collaborate on documentation processes and get you to revenue and value faster.
BigID
BigID
11 jobs
BigID’s data intelligence platform helps organizations proactively discover, manage, protect, and get more value from their regulated, sensitive, personal, and critical data across their data landscape. BigID’s data intelligence platform enables organizations to know their enterprise data and take action for privacy, protection, and perspective. Customers deploy BigID to proactively discover, manage, protect, and get more value from their regulated, sensitive, and personal data across their data landscape.
Coconut Software makes it effortless for customers to connect with their financial institution. Our enterprise appointment scheduling and lobby management solutions are used by leading banks and credit unions across North America, including RBC Royal Bank, Arvest Bank, Vancity and Rogue Credit Union. The result? A seamless customer experience that’s improved NPS scores, reduced wait times and increased conversion rates for the organizations who use it.
Fast and accurate results drive their efforts at Empyrean. Their system was designed and developed by Finance and Risk practitioners with years of experience in the industry, built with ease of use and speed of calculations as primary considerations for its model. It is the fastest growing solution in the market today. For these reasons and more, banks of all sizes turn to us for finance and financial risk management products that help them increase efficiency, reduce operational costs, and more easily manage financial performance. Their customers love working with Empyrean solutions. And more importantly, they are happy to tell you why.
Flybits
Flybits
1 jobs
Flybits is the leading customer experience platform for the financial services sector, delivering personalization at scale. With the most advanced capabilities in the market, its enterprise-level solution brings relevant content, products, offers, and information to a bank’s digital channels based on what each individual customer needs in the moments that matter. With Flybits, banks are able to design, launch, and measure data-driven consumer experiences that deliver the right information to the right customer at the right time, while preserving their privacy.
Helcim
Helcim
18 jobs
Helcim provides Canadian & American businesses an opportunity to accept credit card payments at affordable & transparent rates. A wide range of online, ecommerce, cloud-based, mobile & retail payment platforms allows Helcim to offer a total payments solution. The lack of cancellation fees, no monthly minimums & the removal of long-term contracts have made Helcim the preferred choice for credit card processing in 2021. It's the fair & transparent pricing structures that help Helcim build long-term relationships with each of our merchants, clients & partners.
Influitive
Influitive
10 jobs
The world’s most engaging customer communities are powered by Influitive. Our easy-to-use platform combines industry-leading customer advocacy tools, expert services, and training with intelligent automation, gamification, and personalization features that drive extreme engagement and customer growth at scale—while minimizing administrative effort and time to value. Customer advocates create and share enriching content that sparks peer-to-peer interactions, leading to authentic, positive customer experiences and greater levels of advocacy. Influitive works with customer-driven digital businesses, including nine of the top ten largest global software companies. Leading brands such as Cisco, Adobe, ADP, and IBM trust Influitive to help foster collaboration, build trust, and deepen relationships with customers for top-line growth and bottom-line profits.
Jirav
Jirav
11 jobs
Jirav is an all-in-one financial planning and analysis (FP&A) solution that delivers smarter financials and faster insights, helping you understand where your business has been and more accurately predict where you’re going. The system connects financial and operational data to easily explore historicals, and accurately forecast bookings, revenues, workforce, expenses, and cash flows. At Jirav, we’re creating a people-focused culture where the innovative and passionate feel at home. We’re here to build something different—something we believe is the future of financial technology. We chose the name “Jirav” for a reason. Like the giraffe and its astounding height, our solution gives finance leaders the best view possible—both historically and future-looking—so they can drive their businesses forward with confidence and speed.
LendingFront is an end-to-end technology platform for business lending and consumer lending. Our technology is transforming the way financial institutions approach lending from origination through servicing. Using our software, lenders streamline the front-end process using a digitally-enabled application and borrower portal. In addition, configurable and automated underwriting rules (combined with SMB-specific credit criteria) facilitate efficient decision-making that makes the lending process efficient and profitable. Lenders of all types--including banks, credit unions, CDFIs, payment processors, and alternative lenders--trust LendingFront to power their lending programs.
Lydia.ai
Lydia.ai
2 jobs
Lydia AI, formerly Knowtions Research, is a health AI insurtech startup on a mission to insure the next billion people by making insurance personalized, easier to buy and more inclusive. Insurers work with Lydia AI to leverage new sources of data to make risk predictions which are used to personalize individual experiences, accelerate underwriting practices and develop new inclusive digital products with innovative Pay How You Live Benefits. Established in 2015, Lydia AI is backed by Alibaba Entrepreneurs Fund, Information Venture Partners and 500 Global with offices in Toronto and Taiwan.
Nue.io
Nue.io
9 jobs
Finally, an easy-to-manage, omni-channel RevOps platform designed to meet the needs of the modern business. With Nue, RevOps teams can accelerate sales with innovative pricing models and streamlined sales processes from quote to order to renewal – all the while delivering accurate analytics to Finance.