Discover if this is a suitable investor for your startup. If they are we'll make a warm introduction for free. Otherwise, we'll connect you with matching investors.
Cohen Circle is a venture capital firm founded in 2015 by Betsy Cohen and Daniel Cohen. The firm operates from its offices in New York and Philadelphia, focusing on late-stage investments primarily in the fintech sector. Since its inception, Cohen Circle has raised over $5 billion in capital, establishing itself as a significant player in the investment landscape.
With a portfolio that includes more than 20 companies, Cohen Circle emphasizes driving innovation in financial services through strategic investments and partnerships. The firm has achieved notable milestones, including successful exits for several portfolio companies, which highlight its effectiveness in identifying and nurturing high-potential startups.
Cohen Circle invests across the capital structure, primarily targeting sectors such as fintech, insurtech, proptech, and technology. The firm employs a multi-strategy investment approach that includes private-to-public investing, venture investing, and impact investing through its affiliated platform, Radiate Capital. This strategy allows them to support companies at various stages of growth, from early to late-stage.
Investment stages include Series A, Series B, and growth equity, with check sizes typically aligning with the needs of late-stage companies. Cohen Circle seeks to partner with founders who demonstrate strong leadership and a clear vision for their businesses, particularly in the fintech space. The firm also values companies that can leverage technology to create impactful solutions in financial services.
Cohen Circle's portfolio features a diverse range of companies, particularly in the fintech sector. Notable portfolio companies include:
These companies exemplify Cohen Circle's focus on innovative solutions within the financial services industry, showcasing the firm's commitment to supporting transformative growth in fintech.
Betsy Cohen: Co-Founder of Cohen Circle, Betsy has extensive experience in the financial services sector, having previously held leadership roles in various investment firms.
Daniel Cohen: Co-Founder of Cohen Circle, Daniel brings a wealth of knowledge in venture capital and private equity, with a focus on fintech investments.
Amanda Abrams: Chief Executive Officer, Amanda has a strong background in managing investment portfolios and driving strategic initiatives within the firm.
Mehar Jagota: General Counsel & Chief Operating Officer, Mehar oversees legal and operational aspects, ensuring compliance and efficiency in the firm's operations.
Max Smeal: Chief Financial Officer, Max manages the financial strategy and reporting for Cohen Circle, contributing to the firm's overall financial health.
Jeffrey Blomstrom: Managing Director, Jeffrey leads investment strategies and portfolio management, focusing on high-growth fintech companies.
Corinne Bortniker: Principal, Corinne plays a key role in sourcing and evaluating investment opportunities within the fintech sector.
Nathan Pontician: Vice President, Nathan supports deal execution and portfolio management, leveraging his expertise in financial analysis.
Emmanuelle Cohen: European Representative, Emmanuelle focuses on expanding the firm's reach in European markets.
Eli Elman: Entrepreneur in Residence, Eli provides insights and mentorship to portfolio companies based on his entrepreneurial experience.
Jeremy Kuiper: Advisor, Jeremy offers strategic advice and guidance to the firm, drawing on his extensive industry experience.
To pitch to Cohen Circle, founders should send their proposals via email to info@cohencircle.com. It is recommended to include a comprehensive pitch deck that outlines the business model, market opportunity, and financial projections.
Founders should expect a response within a few weeks, and warm introductions are preferred but not mandatory. Clear and concise communication will enhance the chances of a favorable review.
In March 2023, Cohen Circle announced a new investment in a fintech startup focused on enhancing digital payment solutions. This investment aligns with their strategy of supporting innovative companies in the financial services sector.
In January 2023, the firm celebrated the successful exit of ClickSwitch, which was acquired by Q2 Holdings, further solidifying its reputation in the fintech investment space.
In November 2022, Cohen Circle participated in a funding round for Greenwood, a digital banking platform aimed at underserved communities, demonstrating its commitment to impact investing.
What are Cohen Circle's investment criteria?
Cohen Circle primarily invests in late-stage fintech companies, focusing on sectors such as insurtech, proptech, and technology. The firm looks for companies that demonstrate strong growth potential and innovative solutions in financial services.
How can I apply or pitch to Cohen Circle?
Founders can pitch to Cohen Circle by sending an email to info@cohencircle.com. It is advisable to include a detailed business plan and financial projections in the pitch deck.
What makes Cohen Circle different from other venture capital firms?
Cohen Circle distinguishes itself through its multi-strategy investment approach, which includes private-to-public investing and impact investing. This allows the firm to support companies at various stages of growth and provide tailored resources.
What is the geographic scope of Cohen Circle's investments?
The firm primarily focuses on investments within North America, targeting companies that are well-positioned to capitalize on market opportunities in the fintech sector.
What kind of post-investment involvement does Cohen Circle have?
Cohen Circle actively supports its portfolio companies through strategic guidance, access to capital, and expertise in navigating the complexities of the financial services landscape.
What is the typical fund size and check size for investments?
Cohen Circle has raised over $5 billion in capital, with check sizes varying based on the stage and needs of the company, typically aligning with late-stage funding requirements.
All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, trademarks, and brands does not imply endorsement.