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Rebalance Capital is a New York-based venture capital firm founded in 2020. The firm focuses on investing in innovative companies within the FinTech and WorkforceTech sectors, specifically targeting the financial needs of low and middle-income households. This demographic represents a $4 trillion underserved market, encompassing approximately 80 million households in the U.S. Rebalance Capital operates with a high conviction investment strategy, emphasizing B2B2C and B2B business models.
As of now, Rebalance Capital manages a portfolio of 10 companies and has established itself as a key player in the venture capital space. The firm is committed to supporting underrepresented founders, allocating over 80% of its capital to entrepreneurs from diverse backgrounds. This commitment is reflected in the firm's team composition, with over 60% of the extended team coming from underrepresented groups.
Rebalance Capital has also launched initiatives such as the University Venture Fellows program, which has successfully transitioned all fellows into roles in venture capital or impact investing. This program highlights the firm's dedication to fostering talent and promoting diversity within the investment community.
Rebalance Capital primarily invests in Series A and B companies, concentrating on the FinTech and WorkforceTech sectors. The firm seeks businesses that are reshaping the future of work and wealth, particularly those that enhance the financial well-being of low and middle-income households. Their investment strategy emphasizes B2B2C and B2B business models, positioning Rebalance Capital as a trusted partner for senior enterprise leaders in regulated and complex markets.
The firm looks for founders who are not only innovative but also committed to addressing the financial challenges faced by underserved communities. Rebalance Capital's high conviction investment approach ensures that they provide significant value to their portfolio companies, helping them navigate complex environments and achieve their goals. The firm’s focus on diversity, equity, and inclusion is a core aspect of its investment thesis, as it aims to create impactful solutions that benefit a broad range of households.
Rebalance Capital's portfolio consists of 10 companies, each contributing to the firm's mission of enhancing financial well-being for low and middle-income households. Notable portfolio companies include:
This diverse portfolio reflects Rebalance Capital's commitment to investing in companies that address significant financial challenges and promote economic empowerment.
Josh Tanenbaum - Founder & Managing Partner; he has extensive experience in the FinTech sector and is a frequent speaker at industry conferences such as FinovateFall.
Barr Even - Co-Founder & Managing Partner; he brings a wealth of knowledge in venture capital and has been instrumental in shaping the firm's investment strategy.
Bobby Torres - Investment Associate; he focuses on sourcing and evaluating potential investments, contributing to the firm's high conviction approach.
Rob Rush - Investment Associate; he supports portfolio management and assists in operational strategies for portfolio companies.
Adam Fern - Venture Partner; he provides strategic insights and guidance to portfolio companies, leveraging his extensive network.
Bill Thompson - Board of Advisors Member; he offers expertise in financial services and regulatory environments.
Ilan Kaufthal - Board of Advisors Member; he has a background in investment banking and corporate finance.
Jay Rosenzweig - Venture Partner; he specializes in talent acquisition and organizational development.
Jimmy Cannon - Venture Partner; he focuses on business development and scaling operations for portfolio companies.
Justin Foa - Venture Partner; he brings experience in technology and product development.
Michael Kennedy - Board of Advisors Member; he has a background in entrepreneurship and venture capital.
Mona Aboelnaga Kanaan - Board of Advisors Member; she specializes in impact investing and social entrepreneurship.
Monika Machon - Board of Advisors Member; she has expertise in financial technology and market strategy.
Raphael Davis - Venture Partner; he focuses on investment strategy and portfolio management.
Ron Cordes - Board of Advisors Member; he has a background in philanthropy and impact investing.
Ron Gonen - Venture Partner; he specializes in sustainability and environmental impact.
Sari Miller - Board of Advisors Member; she brings expertise in regulatory compliance and risk management.
Yael Kaufmann - Venture Partner; he focuses on market analysis and investment opportunities.
To pitch Rebalance Capital, founders should visit their website at rebalancecap.com. The firm prefers pitches that include a comprehensive overview of the business model, market opportunity, and how the startup addresses the financial needs of low and middle-income households.
It is advisable to include information about the founding team, traction metrics, and any unique insights into the target market. Rebalance Capital values clarity and conciseness in pitch decks, so founders should aim to present their ideas in a straightforward manner.
Response times may vary, but founders can expect to hear back within a few weeks. Warm introductions are preferred, as they can facilitate a more favorable review process.
Rebalance Capital operates a University Venture Fellows program, which is designed to provide students with hands-on experience in venture capital and impact investing. This program has achieved a remarkable 100% transition rate, with all fellows moving into relevant roles in the industry.
Eligibility for the program typically includes students pursuing degrees in business, finance, or related fields, with a strong interest in venture capital and social impact. Interested candidates can apply through the Rebalance Capital website for consideration.
In recent months, Rebalance Capital has continued to expand its portfolio, focusing on companies that align with its mission of enhancing financial well-being for low and middle-income households. The firm has successfully transitioned all fellows from its University Venture Fellows program into roles in venture capital or impact investing, showcasing its commitment to developing talent in the industry.
Additionally, Rebalance Capital has been active in publishing content through its 'Perspectives' platform, sharing insights and updates related to its investments and the sectors it operates in. This initiative aims to foster a deeper understanding of the challenges and opportunities within the FinTech and WorkforceTech spaces.
What are Rebalance Capital's investment criteria?
Rebalance Capital invests in Series A and B companies primarily within the FinTech and WorkforceTech sectors. The firm focuses on businesses that enhance the financial well-being of low and middle-income households, particularly those that operate on B2B2C or B2B models.
How can I pitch to Rebalance Capital?
Founders can pitch to Rebalance Capital through their website at rebalancecap.com. It is recommended to include a clear overview of the business model, market opportunity, and how the company addresses the needs of underserved communities.
What makes Rebalance Capital different from other VC firms?
Rebalance Capital distinguishes itself by its strong commitment to diversity, equity, and inclusion, allocating over 80% of its capital to underrepresented founders. The firm also emphasizes high conviction investments and provides significant operational support to its portfolio companies.
What is the geographic scope of Rebalance Capital's investments?
The firm invests globally, focusing on companies that operate in regulated and complex markets. This allows them to partner with senior enterprise leaders and drive innovation in various sectors.
What kind of post-investment involvement does Rebalance Capital have?
Rebalance Capital actively supports its portfolio companies by leveraging its network and expertise to help them navigate complex environments. The firm aims to ensure that portfolio companies have the resources and guidance needed to succeed.
What is the fund size and check size range for Rebalance Capital?
While specific fund size details are not publicly disclosed, Rebalance Capital typically invests in Series A and B rounds, indicating a check size range that aligns with these stages.
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