| Aug 25, 2025 | Traydstream | $10.9M Other Equity | Dinkar Jetley | — |
| Aug 6, 2025 | Docyt | $12.0M Pre-Series B | Pivot Investment Partners | — |
| Sep 29, 2023 | Traydstream | $21.0M Series B | e& capital, Pivot Investment Partners | — |
| May 23, 2023 | OpenFin | $35.0M Series D | Bank of America | CME Ventures, CTC Venture Capital, ING Ventures, Dinkar Jetley, SC Ventures, Tribeca Early Stage Partners |
| Feb 1, 2023 | Droit Financial Technology | $23.0M Series B | Dinkar Jetley, Mike Dargan | 11k Ventures, AYANA Capital LLC, Future Ventures, Quassar Capital, SeaX Ventures, Goldman Sachs |
| May 1, 2022 | Trovata Inc. | $27.0M Series B | — | AYANA Capital LLC, MTech Capital, Capital One Ventures, J.P. Morgan, NAB Ventures, Wells Fargo Strategic Capital |
| Nov 7, 2021 | H2O | $100.0M Series E | Andrew McMullan | Celesta Capital, Crane Venture Partners, Goldman Sachs, Dinkar Jetley |
| Jul 27, 2021 | iCapital Network, Inc. | $440.0M Series D | Temasek | Todd Myers, BNY Mellon, Goldman Sachs, Golub Capital, Morgan Stanley, Gregg Lemkau, Noah Holdings, Ping An Voyager Partners, UBS, Wells Fargo, Laurence A. Tosi |
| Jul 1, 2021 | Cape Analytics | $44.0M Series C | Akbar Poonawala | Accel, Cervin Ventures, Insight Partners, David Dubick, Brewer Lane Ventures, Formation 8, Hudson Structured Capital Management, State Auto Labs Fund, State Farm Ventures, The Cincinnati Insurance Company, The Hartford |
| Mar 25, 2021 | Snapsheet | $30.0M Series E | Donald Lacey, Akbar Poonawala | Commerce Ventures, Intact Ventures, Liberty Mutual, Nationwide, Tola Capital |
| Jan 20, 2021 | dv01 | $6.0M Series B | AGNC Ventures, Pivot Investment Partners | — |
| Dec 1, 2020 | Trovata Inc. | $20.0M Series A | Basil Darwish | AYANA Capital LLC, MTech Capital, Capital One Ventures, FINTOP Capital, J.P. Morgan |
| Dec 19, 2019 | OpenFin | $5.0M Series C Extension | — | Bain Capital Ventures, Barclays, CME Ventures, DRW Venture Capital, Niall Cameron, J.P. Morgan, Nyca Partners, Wells Fargo |
| Sep 10, 2019 | Earnest Research | $15.0M Series B | Dinkar Jetley | Bonfire Ventures, John Elton, Osage Venture Partners |
| May 1, 2019 | OpenFin | $17.0M Series C | Basil Darwish | AYANA Capital LLC, Matt Harris, Brett Tejpaul, DRW Venture Capital, Euclid Opportunities, J.P. Morgan, Nyca Partners |
| Jan 1, 2019 | dv01 | $15.0M Series B | Dinkar Jetley | AYANA Capital LLC, Mike O'Dell, OCA Ventures, Upheaval, Peter Barris, Illuminate Financial, Jefferies Financial Group, Quantum Strategic Partners, Jamie Gregory |
| Sep 13, 2017 | dv01 | $5.5M Series A | Jim Dugan | CreditEase, Illuminate Financial, Leucadia National Corporation, Nikolay Kostov |
| Oct 1, 2016 | Droit Financial Technology | $16.0M Series A | Joanne Hannaford, Dinkar Jetley, Wells Fargo | 11k Ventures, AYANA Capital LLC, Future Ventures, Quassar Capital, SeaX Ventures, Don Wilson |
| Jun 30, 2016 | dv01 | $7.5M Seed | — | Brian McGrath, Dinkar Jetley, Quantum Strategic Partners |
| Jan 1, 2016 | StreetShares Platform | $5.0M Series A | Raj Date | Fenway Summer, Endeavor Equity Holdings |
| Apr 22, 2015 | OpenFin | $3.0M Other Equity | Bain Capital Ventures, John C. Morris, Dinkar Jetley | Cris Conde, Thomas Glocer |
| Mar 24, 2015 | Lendio | $20.5M Other Equity | Daniel Kittredge | Christopher Gottschalk, Highway 12 Ventures, North Hill Ventures, Runa Capital, Tribeca Venture Partners |
| Feb 1, 2015 | Bento for Business | $3.0M Seed | Nadeem Shaikh | Entrée Capital Ventures, General Catalyst, Khosla Ventures, Mouro Capital, MS&AD Ventures, PS Investments, Emil Michael, Sahin Boydas, Shlomo Kramer, Blumberg Capital, LionBird |
| Oct 22, 2014 | iCapital Network, Inc. | $9.3M Series B | — | Capstone Partners, Credit Suisse, Eaton Partners, Evercore Partners, Gen II Fund Services, Monument Group, Dinkar Jetley, PJT Partners |
