Bedrock Platform’s Post

As highlighted in the recent article by RIABiz.com's Brooke Southall: it's been nothing short of a "hot week" at Farther! We are thrilled to announce the successful closure of our oversubscribed Series B funding round, and there's so much more in store for our firm. #gofarther #wealthmanagement #financialadvisor #wealthtech #teamfarther

The score is in and what a first quarter we had with Bloqhouse Technologies. Amazing to see the momentum on all three products we offer; Fund Management, Marketplace Lending and Cap Table Management. A small recap: •⁠ ⁠We’ve signed 10 new clients ranging from private equity to sport tech investments and from real estate investments to private debt •⁠ ⁠We’ve added €300mln in capital under administration from our clients, showcasing the trust they have in our software and expertise •⁠ ⁠Last but not least; we welcomed 4 new team members to strengthen the team and fuel our growth goals On to the next one! 🫡 #fundmanagement #lending #captable

I am thrilled to share that I’ve recently embarked on a new journey as Director of US Sales DOOR Ventures Inc.! I've been following Door's growth in the US for quite some time and understand the pain point they are solving for in the Wealth and Asset Management industry. Door is addressing a clear industry need that both manager research and asset management teams share: the need to efficiently organize, gather, sort, exchange and analyze DDQs/RFPs in a timely manner. I'm excited to start working with the team and our clients to continue to transform the industry. If you are curious about DOOR Ventures Inc. or have any questions, feel free to reach out. #DoorVentures #Duediligence #assetmanagement

Yo -- we're back with another drop from the lab: Referral Radar 📡 Here's the setup: - Founders + teams love sales referrals - Investors want to help with sales - But today, the process is a pita We're fixing that by giving investors a Radar 📡 > Monitor the live sales pipelines across your portfolio > Identify your firm's connections to prospects > Coordinate and track intros & referrals The result: fast-tracked sales for portcos and measurable value add for VCs. Win-win!   Shout out to Nina Willdorf /Canvas Ventures, Melissa van Kluyve /M13 🚀, Sarah Blanchard (formerly Buckley-Green) /Craft Ventures, Joshua Goodfield /VC Platform Global Community, Stephanie Rich / Bread and Butter Ventures, McKayla Nevins / Cervin, and Charlotte Japp /ffVC for your help in shaping this product 🙏

Following InvestOps Asia, FINBOURNE's Head of Australia and APAC Sales Engineering, Mike McGarry shares his view on the event. Mike sums up some of the key takeaways from the two days, including insights on how technology is transforming end-to-end operational capabilities, to drive process efficiencies and generate business value. Click here to watch the full Q&A: https://lnkd.in/e5vKz7JK #FINBOURNE #InvestOps #BuySide

"Elevate the pulse 💓 of your financial operations with our seamless #TechHarmony (connecting & converting 'Any to Any'), empowering you to effortlessly navigate the dynamic world of finance. Partner with us for a future where innovation intertwines with rock-solid reliability, transforming each transaction into a decisive step towards success. Unleash the full potential of your business with Axletree Solutions – where FinTech dreams materialize! 💻✨ #FinTechInnovation #ISO20022 #AxleBridge #ClientSuccess #PeaceOfMind"

🎉Congratulations from Checkmate Equity-CAP TABLE MANAGEMENT 💼Company: Nada Inc.💰#Funding: Undisclosed⚡Round: #Seed 👥Investors: LiveOak Ventures and 7BC Venture Capital were among the backers. Nada is an award-winning fintech and investment platform on a mission to unlock the wealth trapped within the $30 trillion home equity market for homeowners and investors. As the first company qualified by the SEC to issue city-specific shares of home equity, it’s Cityfunds product provides investors with direct access to the home equity market. 🎉Checkmate Equity is a trusted Carta partner with experience managing over 2,000 #captables. Our expertise ensures compliance, accuracy, and timely updates for your cap table. With a dedicated Equity Administrator, we streamline the process, ensuring rapid updates. 🚀Tore C. Steen, Mauricio Delgado, John R Green, let me know if you need assistance with the updates to your Cap Table📊Krishna Srinivasan

BuyCloud is helping first time investors crack into the market and begin building their property portfolio. 🏡💼 Click the link in our bio to see how we do it! #propertyportfolio #propertyinvestment #buildingwealth #techstartup #buycloud #propertyaustralia

Last week we had our Float sales onsite where we got to meet some of our new teammates for the first time face-to-face and enjoyed getting to know one another over some drinks at WVRST and any spot that could fit last minute almost 25 of us during TIFF week 🍺 Had some great discussions and collaboration with Amrita Gurney on our ongoing Marketing Initiatives and our Brand campaign (have you seen our National Ads?) and Andrew Dale to chat about what the future of financial products at Float could hold 🔮 🤫 Often in startups, you are so heads down working on making something out of nothing you forget to look up and take some time for appreciation of what we have accomplished and not accomplished yet as a team 👏 Proud of what we have accomplished, the challenges we have failed, and the ones we have yet to discover. As we approach 100 employees, being the first, I try to remind my peers its Day 0 and we need to remind ourselves (and myself!) of the traits that made us successful off the ground and remain true to them ✅ #fintech #canadiantech #sales

Where's the line between persistence and insanity when starting a company or product? With Duco, the first two years were slow. "Please send all your data into our SaaS service" was a touch pitch, with zero customers, in 2013. I remember one meeting we had where we went through 3 or 4 segments (small hedge funds etc) in a meeting and looked for a compelling event for why (why NOW?) they had to buy. After two hours, we figured there was no compelling event. We were selling vitamins. FUCK. Then a big problem happened with broker fees. We pivoted over and sold to brokers. Yadda yadda yadda, fast forward seven more years, success. In that moment, total intellectual honesty told us we had no business. We hustled and sold some non-ideal clients (small startups etc) in addition to the brokers who had the issues at the time - momentum matters. It gives the market and investors confidence, and one can always pivot later. But the line between conviction and insanity is blurry. And product market fit isn't obvious. Do you know when you notice that you have product market fit? In hindsight, a year later, when you analyse what just happened. Good luck to all early stage founders, it takes all of the head, the heart and the gut to make it work. And sometimes it doesn't. But hey, who's got time to think about that 😀