We believe in the inevitable and irreversible digitization of financial services and markets. Through foresight, technology, and investment pedigree we have been able to source and extract value out of opportunities created by this transition.

Our History


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2021
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Our Principles


Performance

Performance

Performance is how we are measured, recognized and rewarded. We have the drive and talent to set ambitious goals.

Empowerment

Empowerment

We are a diverse workplace, attracting savvy professionals and empowering them to excel.

Leadership

Leadership

Everything you expect from a leader. Integrity, fairness, and hard work.

Foresight

Foresight

We are a forward-thinking manager, at the forefront of investment opportunities, with ideas and innovation grounded in experience.

Determination

Determination

We are uncompromising and relentless in our mission to optimize risk and return.

Communication

Communication

We communicate openly, actively and transparently with colleagues and clients.

Our Team


Hadi F. Habal

Hadi F. Habal

Co-Founder, CEO
Jose N. Penabad

Jose N. Penabad

Co-Founder, CIO

Rachael Butz

Fund Accountant
Jack Coogan

Jack Coogan

VP of Business Development
Dan Harms

Dan Harms

Software Engineer
Gretta Heaney

Gretta Heaney

Chief Compliance Officer

Olga Hernandez

Business Consultant
Chelsea Locklear

Chelsea Locklear

Business Analyst
Logan Owen

Logan Owen

Head of Engineering

Christina Pacheco

Client Services & Sales Intern

Tom Rawlings

Senior Advisor
Greg Schwieder

Greg Schwieder

Chief Financial Officer

Ken Webb

Treasury Operations Manager

Daniel Zachmann

Investment Director

Our Advisors


Carla F. Avila

  • Experience: Baron Capital, 10 years, former Head of Financial Institutions and Client Service. Executive Director at UBS, VP at JP Morgan, Banamex, and Ludwig Von Mises Institute
  • Education: MBA, MIT Sloan; BBA, Universidad Iberoamericana (Mexico)

Chaomei Chen

  • Experience: Lending Club, Former Chief Risk Officer. Multi-bank experience: Chief Risk Officer, Chief Credit Officer and EVP at JPMorgan Chase/Wamu, Providian, FleetBoston, PNC
  • Education: M.S.E. Mathematical Science, Johns Hopkins; B.S. Mathematics, Southwestern JiaoTong University (China)

Rami Habal

  • Experience: Chief Product Officer, Abnormal Security. Former Product and Engineering Executive at Amazon. Former VP, Director of Product at Reverb (acquired) and Proofpoint (PFPT, from founding to IPO). Positions at Mohr Davidow Ventures, Cisco, and Hughes Network Systems
  • Education: MBA, MIT Sloan; MPA Harvard; M.S. Computer Science, Johns Hopkins; B.S. Electrical Engineering, UVA

Richard Rimer

  • Experience: Fund manager and an active direct investor in technology businesses. Former partner at Index Ventures, built MediService (Europe’s largest specialty pharmacy), and worked for McKinsey & Co.
  • Education: M.A. in International Policy Studies, and an A.B. in Economics and History, both from Stanford University