DealBridge’s Post

🚀 Exciting News! Holt Xchange Virtual Deal Day are almost here on October 11th at 12:00 PM EST! 🌟 Get ready for a dynamic two-hour event packed with tailor-made ventures and advisor meetings. It's time for our advisors to connect with some of our top portfolio companies, including WealthBlock Sentro Kapitalwise Inc. Asset Direct Talem AI Mall IQ, Inc. Deaglo ConfirmU FlightClaim Acceleron Bank, in formation CityFALCON 4PAY Inc. LexAlign PBC Naoris Protocol Nuvlio REITIUM. We highly curated every session so that our Holt Advisors and Portfolio Companies optimize their “Xchanges”. This ensures each Holt Advisor meets with the right teams for them, while being grouped with the most relevant fellow Holt Advisors, so that advice and learnings can be best shared, and the potential for deals between all parties can be maximized, all in a fun and engaging way. The process works, as we’ve orchestrated over 150 deals (ie. investor, advisors, or customer deals) between our Holt Advisors, our Fund I and its associated portfolio companies. Looking forward to having a diverse group of advisors in attendance! David Fontaine Drew Lindsay Joaquim Miro Mario Ianniciello Melissa Belec Thomas Tanguay-Sabourin Olivier Fischer Anne No Massimo Iamello Anne-Marie Dupras, CPA, avocate, MBA, ASC Bob W. Dinaro Ly Mahi Sall Ivanna Biloshytska Mitch Richardson Ritesh Andley Moses Francis Vivek Chandra B.Tech, MBA Eduardo Viniegra Beltrán Jacob Lanyadoo Michael Perrin Neal Oswald Hua (Sandra) YAO Thomas Tanguay-Sabourin #Fintech #VentureCapital #Investment

I recently had the opportunity to discuss OpenInvest at Boston Fintech Week with Lucia Maffei from the Boston Business Journal. I shared the founder journey, our acquisition by J.P. Morgan, and what's coming next for both OpenInvest and values-based investing. If you weren't able to attend, you can learn more about OpenInvest and what we're up to at openinvest.com

Congratulations to The Broker Club for their great event yesterday, gathering a full house of industry thought leaders and innovators. Big thank you to Steve Grob for hosting the Buy and Build panel with valuable insights from Will Winzor-Saile (Redburn Atlantic), Mike Powell (Rapid Addition), Jon Butler (velox) and Paul Whenham (ION Markets) on the role of vendors in enabling innovation at capital market firms. If you missed the event, look out for our summary of the panel next week. #brokers #capitalmarkets #financialservices #fintech #innovation #broking #buyvsbuild

i80 Group’s 20th Ed. of THE ROAD AHEAD: Carta’s latest report on private markets showed a notable peak in vc activity, with funds calling more capital than any time since mid-22. This represents a promising shift for founders.

Thrilled to have been involved in this amazing event (and also make a small cameo in the video)! In this ever-evolving fintech landscape, it is more critical than ever that compliance teams all over the world remain up to speed. This illuminating panel highlighted the different challenges/opportunities to accomplish this. #fintech #crossborderpayments #FX #compliance #VC

Our rockstar team doing what we do best- preparing #clients and #partners for #media success and getting shoutouts along the way! Expect the Capital One and Discover Financial Services merger to be a HUGE talking point at Fintech Meetup in less than 2 weeks. Leave it to the #financialservices and #fintech industries to give us huge news right before this conference... at least this shakeup is much less of a bummer than the news of the #svb collapse we had last year! #mergersandacquisitions #creditcards #finance #financialnews #fintechnews #capitalone #discover

📣 The value of storytelling for founders 💱 What it takes to be a massive fintech company ✍️ And the due diligence expected to be done before partnering with a fund Our partner Galia Beer-Gabel discussed these topics and much more in a recent in-depth interview with Grace Gong of SVPPro. Watch the full interview in the link in the comments 👇

Get to know Helix by Q2 at Money20/20 and learn how we help brands and #fintechs create more profitable customer relationships. 🤝 Join us for food and drinks, inspiring conversation and some fun as we connect and discover what Helix can do for your business. Learn more below ⬇ #Money2020

We love seeing people in person!! Next up our CEO Nathan Baumeister and CSO Aaron Coleman are headed to the BankTech Ventures Annual Investor Summit in Atlanta, May 6-9. Let us know if you'll be at the Summit or in the area, they would love to connect. #IRL #BankTechVentures #Fintech #BankTech #ZSuiteTech

M&A is hard and many fintechs are now looking to banks as an exit. This episode, Jason Henrichs talks to Jason Zaler of Oliver Wyman and Robert Antoniades of Information Venture Partners on the current state of M&A and what's next. https://bit.ly/4cOoMfc