Search Results for: portfolio management

Bracket Capital Raises Third Flagship Fund Focused on Growth and Special Situations Investments in Technology-Enabled Businesses
Fintech Investment Services News

Bracket Capital Raises Third Flagship Fund Focused on Growth and Special Situations Investments

Business Wire
Bracket Capital (“Bracket”), a global multi-asset investment manager focused on growth and later-stage, technology-enabled companies, announced the successful close of its third flagship funds, Bracket Capital Fund III, LP, Bracket Capital Fund III-A, LP and related vehicles (collectively “Fund III” or the “Fund”), totaling $150 million. Bracket also raised an......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
Core Spaces Partners With Blue Owl’s GP Strategic Capital Platform to Accelerate Growth
Investment Services News

Core Spaces Partners With Blue Owl’s GP Strategic Capital Platform to Accelerate Growth

Business Wire
Pioneering Real Estate Company Will Leverage Capital to Drive Continued Innovation and Expansion Across Student Housing and Build-to-Rent Sectors Core Spaces, a vertically integrated residential real estate developer, owner and operator, announced a significant financial partnership with Blue Owl’s GP Strategic Capital platform, a leading capital provider to institutional alternative......
Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists
Fintech News

Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists

Business Wire
Seven impressive fintechs set to showcase their innovations in front of the largest independent gathering of financial advisors and professionals in the world Future Proof Festival, the largest wealth festival in the world and the most anticipated event in finance, announced an elite group of finalists for the second annual......
New Capco Insurance Survey Confirms US Policyholders’ Desire For Personalized Offerings
InsurTech News

New Capco Insurance Survey Confirms US Policyholders’ Desire For Personalized Offerings

Business Wire
Nine out of 10 policyholders will share additional personal data with their insurer to secure more tailored products and services, cheaper premiums or other benefits Survey highlights focus on value for money, affordability of premiums, and trust in brands when buying insurance Capco, the global technology and management consultancy, published......
Distributed Ventures Closes $100 Million Fund and Plans To Accelerate Growth with Key Leadership Hire
Fintech News

Distributed Ventures Closes $100 Million Fund and Plans To Accelerate Growth with Key Leadership Hire

Business Wire
Venture Capital Firm Closes Largest Fund To-Date and Taps Community Expert, Mandy Yoh as Chief of Staff Early-stage venture capital firm, Distributed Ventures, announced the close of the company’s first fund under the Distributed Ventures banner. The fund closed $100M in total commitments, the company’s largest to-date, from an exceptional range of......
With Close of Fourth PDP Wellbore Securitization, Raisa Energy’s Total PDP Wellbore Securitizations Now Exceed $1 Billion
Investment Services News

With Close of Fourth PDP Wellbore Securitization, Raisa Energy’s Total PDP Wellbore Securitizations Now Exceed $1 Billion

Business Wire
Raisa’s fourth securitization achieved the highest investment grade rating assigned to a PDP oil & gas securitization by Fitch Ratings. Raisa has accomplished the first dropdown into its Master Trust Securitization Program. Raisa’s total wellbore securitizations approximately represent 13,000 wellbores, operated by 100 operators, located in 60 counties in 10......
CoinFund Reinforces Commitment to Web3 Technology with the Close of $158M Seed IV Fund
Investment Services News

CoinFund Reinforces Commitment to Web3 Technology with the Close of $158 Million Seed IV Fund

Business Wire
CoinFund, a leading cryptonative investment firm and registered investment adviser, announces the close of $158 million (M) CoinFund Seed IV Fund LP (“Seed IV” or “The Fund”), backed by a combination of sophisticated institutional investors, family offices, and high net worth individuals. CoinFund Seed IV LP exceeded its initial target......
IT ServicePoint Invests in PremiseLink Technologies
Investment Services News

IT ServicePoint Invests in PremiseLink Technologies

Business Wire
IT ServicePoint Investment Supports the Continued Success and Performance of PremiseLink PremiseLink Technologies LLC (“PremiseLink” or the “Company”), a leading provider of technology deployment and support services, announced that it has been acquired by an affiliate of IT ServicePoint (“ITSP”), an existing portfolio company of Mill Point Capital LLC (“Mill......
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