Upvest’s Post

Bonds: Big, boring, and… ready for a glow-up? We’re thrilled to announce our investment in OpenYield, a company reimagining the $140T fixed income market with technology that’s as innovative as it is overdue. Think equity-market speed meets bond-market opportunity—finally bringing transparency, efficiency, and accessibility to a space long stuck in the past. From institutional traders to retail investors, OpenYield is leveling the playing field for everyone and Canapi Ventures couldn't be more excited to back Jonathan Birnbaum, Hilton Lipschitz, and the team as they transform the future of bond trading. We look forward to partnering with the good folks at Clocktower Ventures, Flow Traders, Fin Capital and TD Bank to usher in a new type of fixed income. For more on why we invested, check out the below: https://lnkd.in/eva2qJp3 #wealth #fixedincome #bonds #venturecapital Jeffrey Reitman

💥 It’s Monday, and the week is filled with opportunities waiting to be seized! Remember, you lose the chances you don’t take. If you’re hesitating on that big step for your business, let today be the day you move forward. At FundWave, we're here to help business owners make their boldest moves happen! Ready to make it happen? Let’s connect. #MotivationMonday #BusinessGrowth #TakeTheLeap #FundWaveLoans #AppaCapitalSolutions #MondayMotivation #MakeItHappen

How quick commerce, often abbreviated as Q-comm, is revolutionizing the investment landscape by creating new opportunities across a range of categories. This innovative model, characterized by rapid delivery and on-demand services, is not only transforming consumer expectations but also opening up avenues for investment in sectors like logistics, technology, and retail. As Q-comm continues to evolve, it presents investors with fresh prospects to capitalize on emerging trends and technologies that support faster, more efficient delivery systems. #weincapital #zitsoo

The words Private Equity have been distorted with the passage of time. The truth is PE done well is not only a value creation platform but also a force for good. We back good businesses, good teams, and together we build. More from Traub Capital Partners Co-Managing Partner, Brian Crosby, in this short video.

An insightful nugget from the folks at Traub Capital Partners which aligns with our experience partnering with PE firms at Transcend. A strong leadership team is necessary for any portco to thrive and that typically requires identifying strong partners to help grow skills around building processes and business structures, leadership competencies and strategic agility. 

Great insight from our friends at Traub Capital Partners about the formula for PE success. At Transcend, we agree that having a solid leadership team in place to drive business performance and focusing on building a stronger, more viable and vibrant business are two keys to the success of any PE investment. The reality is most potential Portcos are in the infancy > teenager stages of their business cycle and need help developing the key capability and capacity structures, leadership competencies, and strategic mindsets and behaviors to get them to the next level of performance. This is true whether PE firms place someone in the CEO and CFO seats or not. PE firms who enlist strong partners to help upskill their Portcos - business building - will reach desired outcomes faster while reinforcing a thriving, performance-driven ecosystem. #transformation #portco #PrivateEquity #PE #BusinessPerformance #BusinessConsulting #OrganizationalDevelopment

It is a fantastic tool for a rapidly fast and simple onboarding process for investors. 🚀 We are proud to be a part of this journey and welcome people who have experience with slow and bureaucratic investor onboarding processes to try and enjoy it. #investros #onboarding #software #startup

Kanwaljit Singh, founder & managing partner, Fireside Ventures spoke to Deepsekhar Choudhury at moneycontrol.com about how quick commerce or q-comm is opening up new categories for investment. Here are the key takeaways from that conversation. https://lnkd.in/gepx3W6e

I love this frame from Traub Capital Partners, and this input from Jaci Reed. The coaching paradigm Transcend offers is perfectly designed to move orgs from infancy to maturity by upskilling leaders with the practicalities of growth mindset. Great stuff! https://lnkd.in/deCKhMDd

Why are we building Lemonn? Platforms so far have done a great job of popularizing equity investing. However, given the number of first-time investors entering the market, the next big problem is how to unblock decision-making. I purchased a stock. What do I do next? When do I book profits? Do I exit? Do I double down? What data should I look at to make these calls? What are analysts saying about the stock? These are some of the questions we're looking to solve for. At Lemonn we want to simplify decision making. Spoke at YourStory Media's #TechSparks2024 about what we're trying to do here. Thanks Shivani Muthanna for your thoughtful questions. #lemonn #investing #finance