David Goldberg

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

MFVC, Inc. (Mobius Venture Capital) is a venture capital firm founded in 1996 by Brad A. Feld and Gary Edward Rieschel. The firm is headquartered in Boulder, Colorado.

Crucible Acquisition Corp. III is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The firm intends to focus its search on target businesses in the software technology industry. The company was founded on February 26, 2021 and is headquartered in Louisville, CO.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

Sympoz, Inc. provides online educational services. The company was founded by John M. Levisay, Josh H. Scott, Todd J. Tobin, and Bret S. Hanna on April 21, 2010 and is headquartered in Denver, CO.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago.

Occipital, Inc. develops hardware and software that enables spatial computing capabilities for mobile devices. Its products include structure sensor, structure core, canvas, PX-80, bridge, 360 panorama, and skanect. The company was founded by Vikas Reddy and Jeffrey Powers in 2008 and is headquartered in Boulder, CO.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.

Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Techstars Holdings Management LLC engages in the provision of investment services. The company is headquartered in Boulder, CO.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Oblong Industries, Inc. develops next generation of computing interfaces. The firm offers installation, developer training, and support services. Its technology platform brings data sets, workspaces, and communications channels to life across multiple screens. The company was founded by John Steven Underkoffler, Kevin T. Parent, and Kwindla Hultman Kramer in 2006 and is headquartered in Los Angeles, CA.

Sphero, Inc. develops and provides robots and software for games. The firm offers Sphero, a robotic ball that can be controlled from smart phone or tablet and Ollie, a bluetooth-enabled robot game. The company was founded by Ian Bernstein and Adam Wilson in February 2010 and is headquartered in Boulder, CO.

Foundry Group LLC is a venture capital firm, founded in 2007 by Bradley Feld. The firm headquartered in Boulder, Colorado.

BET Investments, Inc. is a real estate company that owns, manages, develops, and leases apartments and shopping centers. The private company is based in Huntingdon Valley, PA. The company's portfolio includes over 5 million square feet of commercial space and 4,000 apartments. BET Investments has established itself as a leading mixed-use developer in the suburbs with the opening of the Promenade at Upper and the completion of the Promenade at Granite Run. It was founded by Bruce E. Toll.

Diamond Age 3D, Inc. provides database management and technology services. The company is based in Pleasanton, CA. The CEO of the company is Jack Oslan.

Chapman & Cutler LLP provides legal services. Its services include, asset securitization, banking and financial services, bankruptcy, restructuring and workouts, chapman practice innovations, commercial litigation and alternative dispute resolution and corporate counseling. The company was founded in 1913 and is headquartered in Chicago, IL.

Zeel Networks, Inc. operates as a mobile massage on demand company. It provides online information services for booking appointments with alternative healthcare practitioners. It allows users to book chair massage sessions via its iphone or android applications, website, and mobile site. The company was founded by Alison Harmelin and Samer Hamadeh in 2010 and is headquartered in New York, NY.

Horizon Global Co. LLC manufactures and distributes custom engineered towing, tailoring, and cargo products. The company is headquartered in East Lansing, MI.

Part of First Brands Group LLC, Cequent Towing Products of Canada Ltd. provides air transportation services. The company is based in Burlington, Canada.

Horizon Global Americas, Inc. designs, manufactures, and markets accessories for light trucks, sport utility vehicles, recreation vehicles, passenger cars, and trailer. Its products include towing and hitch systems, trailer components and accessories, and electrical, brake, cargo carrying and rack systems. The company is headquartered in Plymouth, MI.

Part of Taft Stettinius & Hollister LLP, Jaffe, Raitt, Heuer & Weiss PC is a Detroit-based, full-service business law firm. The American company, founded in 1968, positions companies, entrepreneurs, and individuals nationwide for success today and into the future. Jaffe, Raitt, Heuer & Weiss was acquired by Taft Stettinius & Hollister LLP on January 03, 2023.

Prevu, Inc. engages in the real estate business. The company was founded by Thomas Kutzman and Chase Marsh in 2015 and is headquartered in New York, NY.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

Part of First Trust Capital Solutions LP, First Trust Capital Management LP offers a range of alternative investments including private equity, venture capital, hedge funds, real estate, and private credit. The company is based in Chicago, IL. The company provides these solutions in various structures to financial advisors, family offices, and institutions. The company was founded in 2012. Michael Dillon Peck has been the CEO of the company since 2021.

First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI.

Voyager Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded in 1997 by Christopher Knight and Lyle Poncher. Voyager Management builds and manages Alternative Investment portfolios on behalf of wealth managers, family offices, foundations, corporations, institutions and high net worth individuals.

Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans.

City Center Investment Corp. was founded in 2011 and is based in Allentown, PA. The private company specializes in developing customizable office spaces that cater to the specific needs of their clients. The company offers a range of options for company size, lease term length, and price point. In addition, City Center Investment provides added perks to all of their tenants.

Coral Capital Solutions LLC provides financing solutions to small and middle market companies in a wide variety of industries throughout the U.S. and Canada. It operates as a commercial finance company that provides working capital to small and midsize businesses mainly through financing their purchase orders and accounts receivable. The firm also offers asset based loans against receivables, POs and inventory. The company is headquartered in New York, NY.