Broadhaven focuses on early-stage opportunities within financial services and invests where technology and finance intersect. We seek to leverage our advisory expertise, substantial operating experience and our deep industry relationships to create value for our investors through long-term partnerships with exceptional companies and management teams.

Our ability to assist portfolio companies in successfully navigating complex sector dynamics, developing partnerships with large institutions, evaluating acquisition-related growth opportunities, raising additional capital and selecting the optimal exit event differentiates us from other early-stage financial services investment firms.

We look to partner with entrepreneurs where our financial investment and strategic assistance can materially accelerate the growth of their company. We invest up to $1 million in Seed and Series A rounds and reserve the ability to allocate to follow-on rounds as necessary. We also evaluate growth equity and buyout opportunities on a case-by-case basis.