Pantheon Group—its parent—manages approximately $82 billion in discretionary AUM (as of June 30, 2025), with 140+ investment professionals across 12 global offices.
Pantheon closed its Secondary Opportunities Fund II (PSOF II) at $1.1 billion, nearly doubling its predecessor fund, final close on GP‑led secondaries.
Pantheon raised $2.2 billion for its Third Opportunistic Credit Secondaries Program, expanding its private credit secondaries platform.
Uses iCapital fintech platform to distribute evergreen private credit secondaries strategies to wealth managers across multiple regions.
AI‑native accounting software and fintech platform offering automated bookkeeping, invoicing, bill pay, financial dashboards and reporting.
Acquired budgeting & forecasting platform Basis Finance to accelerate FP&A roadmap.
Launched Autonomous General Ledger® (AGL), promoting full automation of accounting workflows.
Built around Autonomous General Ledger® with ML‑powered agents automating bookkeeping, invoicing, bill pay, reconciliations using vector‑graph model.
Frec Advisers LLC is an SEC‑registered RIA based in San Francisco (171 2nd St, 3rd Floor), offering automated self‑service wealth management and direct indexing via its parent Frec Markets Inc.
Launched Portfolio Allocation feature allowing users to choose when/how to rebalance, boosting control and tax efficiency.
Launched mobile app and portfolio line of credit; AUM grew from $100 M (Aug 2024) to $170 M.
Built direct indexing platform with daily optimization for tax‑loss harvesting, factor‑tilted long/short strategies, portfolio line of credit, and mobile app.
Tech-enabled wholesale insurance brokerage transforming commercial risk transactions in the US Excess & Surplus (E&S) market.
Closed $10M Series A funding round led by Crosslink Capital with Intact Ventures, Lightspeed Venture Partners, Foxe Capital, Nationwide Ventures.
Plans to expand into Real Estate, Energy, Environmental verticals in near term; additional verticals targeted for 2025.
Recently launched portfolio‑level analytics enabling analysis of national property portfolios and large loss schedules.
Boutique investment firm specializing in acquiring private investment fund interests via secondary market, handling $1M–$100M+ transactions across diverse strategies globally.
Significant secondary market activity—closed acquisitions of hundreds of fund interests totaling over $2B NAV suggests active transaction flow and repeated…
Largest independent long‑term care insurance brokerage in California, specializing exclusively in long‑term care policies with nationwide reach.
CalPERS long‑term care insurance group policy settlement offering refund or policy continuation with moratorium on rate increases; CLTC offers support…
California 2024 Cost of Care Survey shows rising long‑term care costs in CA—highlighting growing consumer need for LTC insurance.
Agents use phone + screen‑sharing technology to assist clients remotely, reducing inconvenience and sales pressure.
Eventual Finance, Inc., operating as Eventual Treasury, provides an AI‑driven platform that automates insurance accounting workflows—direct bill, agency bill, contingent revenue reconciliation, intelligent document retrieval and 360°…
Strategic partnership announced with Leavitt Group (large insurance brokerage) to deploy AI‑driven automation in back‑office workflows.
Raised a Pre‑Seed funding round led by BrokerTech Ventures, announced 2025‑04‑01.
Platform uses proprietary deep‑learning for automating document ingestion and workflows, with over 1,000 native integrations to AMS, CRM, ERP systems.
Insurance brokerage firm offering commercial property & casualty, risk management, special project consulting, contractor development & bonding programs; part of Hub International since May 2, 2024.
Acquired by Hub International on 2024‑05‑02, integrating into Hub Central & Northern California; Ingrid Merriwether became President of Hub Aligned Risk…
Parent company Hub International secured a $1.6 billion investment in 2025‑05‑12, raising its valuation to $29 billion, accelerating roll‑up acquisitions…
Offers contract‑based financing (launched 2019) to mitigate financial barriers for diverse contractors; aligned risk management includes underwriting tailored programs…
Registered as Javelin Venture Partners IV, L.P., formed September 15 2016; principal mailing address is One Rincon Ctr, 101 Spear St Ste 255, San Francisco, CA 94105
Announced its fifth fund, Javelin Venture Partners V, raising $125 million targeting ~20–25 tech startups (AI, SaaS, fintech, prop‑tech etc.)
Most recent investment activity: invested in Decile Group, deal dated July 11 2025
Tech stack includes Stata (analytics), Thanx (marketing), GrubHub (ordering), PagerDuty (monitoring), AMP, A‑Frame (JS graphics), TensorFlow (ML), Scala (programming)
Employees have backgrounds from ConsenSys, Coinbase, NASDAQ, Google; headquartered in San Francisco, US; website alongside.xyz; contact channels include institutional@alongside.xyz, contact@alongside.xyz, press@alongside.xyz.
Seed funding of $11 million led by a16z, with prominent investors (Coinbase Ventures, Franklin Templeton, Village Global).
AMKT not available to US residents, hinting at regulatory/compliance expansion opportunities.
Uses on‑chain ERC‑20 index token (AMKT) fully backed by assets; composable via DeFi protocols; reserves validated by Chainlink proof‑of‑reserve; custody handled by…
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