Our firm stands behind startups that not only uplift the traditional modes of operation in banking, insurance, or wealth management, but also those that introduce innovative solutions in fintech, such as AI-enhanced insurance underwriting, robo-advising for investment management, or next-generation data analytics for credit assessment. We rally around ventures that empower consumers, disrupting and democratizing finance. If you're an entrepreneur with an innovative approach that could revolutionize the financial services industry, we invite you to connect with us.
Our focus lies in investing in Seed and early Series A rounds, with our initial investment of a minimum of $1M up to $2M in rounds of $2M+. Our ideal entry point is when version one of the product has been built and the first customer has been acquired. We invest and support companies across North America.
We take the lead or co-lead position in our initial investments, offering straightforward and founder-friendly term sheets. Our aim is to position our portfolio companies for successful future growth, avoiding complex and burdensome conditions or requirements. We believe in a collaborative approach, where we don't tell you what to do, but rather provide suggestions based on our expertise and experience, offering insights into howwe would approach various situations.
Drawing upon our years of entrepreneurial and financial expertise, we make it a point to actively engage with our founders in areas where they most need support. This assistance encompasses a whole variety of activities such as utilizing our expansive network for critical introductions, crafting a comprehensive financial model, identifying and interviewing potential candidates, fine-tuning a go-to-market strategy or lending a hand in creating compelling advertising copy. Moreover, we keep all our founders up to date with the latest trends through our Insight Series of presentations.