Growth Equity
Cohen Circle
Cohen Circle takes minority stakes in growing companies, usually without full control, from United States. It states a focus on financial services and software & internet.
Portfolio
Disclosed holdings
Companies Cohen Circle lists on its own website. No investment years are published. 1 has a recorded transaction against it in the deal archive.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Arcus | — | — | — |
| Arta | — | — | — |
| BillGO | — | — | — |
| CardConnect | — | — | $750m 2017 |
| ClickSwitch | — | — | — |
| Crstl | — | — | — |
| Curve | — | — | — |
| Duetti | — | — | — |
| Fold | — | — | — |
| Greenwood | — | — | — |
| H2O.ai | — | — | — |
| Instnt | — | — | — |
| Intermex | — | — | — |
| Kyivstar Group | — | — | — |
| LendAPI | — | — | — |
| Maxwell | — | — | — |
| Nova Credit | — | — | — |
| Ocrolus | — | — | — |
| Paya | — | — | — |
Compiled from Cohen Circle’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Valuation context
Transaction values in Financial Services
What companies have actually sold for in financial services, across 726 recorded transactions.
The full financial services picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other growth equity investors active in financial services.