Naftali Marcus

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.

OpTier, Inc. provides software as a service application performance management solution. Its patented active context tracking technology captures and tags every business transaction across the entire IT infrastructure, much like FedEx closely tracks packages from origin to destination. The firm's integrated data source that allows businesses to generate instant business value without the need for a data warehouse. The company was founded by Yori Lavi, Amri Alon, Dov Gal, Israel Mazin, Ori Mazin and Motti Tal in 2002 and is headquartered in New York, NY.

Sungevity, Inc. provides technology-driven solutions. Its asset-light business model focuses on value-added in-house services for software platform development, project management, and customer experience. The company was founded by Andrew Birch Lu, Daniel Ian Kennedy, and Alexander Guettel in 2007 and is headquartered in Oakland, CA.

Myriad Women's Health, Inc. provides pre-pregnancy genetic testing services. It operates as a medical technology company that gives people access to vital information about their bodies, including DNA analysis for family preparation, and inherited cancers. The firm offers genetic counseling over the phone and gives client direct access to a professional genetics expert who can interpret their report. The company was founded by Ramji Srinivasan, Eric A. Evans, Rishi Kacker and Balaji S. Srinivasan on October 24, 2007 and is headquartered in South San Francisco, CA.

Bizware, Inc. provides an online tool for buyers and sellers to meet, match, and connect. The company was founded by Russell Rothstein and Erik Michael Heuser and is headquartered in Mount Prospect, IL.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

HM Treasury is a British government economic and finance ministry. The company is headquartered in London, the United Kingdom.

Bridgescale LLC (Bridgescale Partners) is a venture capital firm founded in 2005 by Robert Chaplinsky and Matthew Cowan. The firm is headquartered in Menlo Park, California.

Seeking Alpha Ltd. provides stock market opinion and analysis information. The company offers daily summary of market and stock related stories, conference call transcripts, new IPO filings and housing market roundup. It also provides articles from contributors for stock research. The company was founded by David A. Jackson in 2004 and is headquartered in Raanana, Israel.

Revation Systems, Inc. develops secure unified communication applications. The firm's customers include banks and credit unions, government agencies, large hospital systems, independent healthcare providers, and online retailers. The company was founded by Perry Price and Mark Pietras in 2003 and is headquartered in Bloomington, MN.

CB Information Services, Inc. operates technology insights platform. It offers custom content solutions including reports and white papers, webinars, blog posts, infographics, and podcasts. The company was founded by Anand Sanwal and Jonathan Sherry in 2009 and is headquartered in New York, NY.

Bizzabo, Inc. operates as a networking platform that integrates social media to build interactive event communities for event organizers and attendees. It offers registration, ticketing, agenda management, event marketing tools, networking, event app and contact management products. The company was founded by Ezra Hoch, Boaz Katz, Liran Mayost, Danny Albocher, Eran Ben-Shushan and Alon Alroy in 2011 and is headquartered in New York, NY.

PanAfrican Investment Co. LLC provides software solutions. It offers applications that leverage data and analytics to find patterns and predict outcomes in order to optimize performance. The firm also provides data integrity and professional services to enable improved use of customers organization's data assets. The company was founded in 2005 and is headquartered in New York, NY.

Part of CTO Realty Growth, Inc., Bluebird Capital Circle LLC is a company that provides real estate services. The company is based in Daytona Beach, FL. The company was founded by John J. DeLoche.

Pilot Growth Management LLC (Pilot Growth) is a private equity firm founded in 2009 by Rob Walker, Neil Callahan and William Lee. The firm is headquartered in San Francisco, California.

Allbound, Inc. offers a cloud-based channel sales and marketing platform that allows organizations to give real-time access to sales enablement, marketing tools, and resources in a mobile-friendly place. It offers Allbound, a cloud-based partner sales acceleration solution that simplifies and accelerates a business?s ability to recruit, onboard, train, measure, and grow indirect sales partners. The firms software enables collaboration among channel vendors and their partners to improve the performance of their indirect sales channels by automating the delivery of marketing content, sales tools, and training at each stage of the pipeline. The company was founded by Scott Salkin and Kyle Burnett in 2014 and is headquartered in Phoenix, AZ.

Velocidi LLC provides marketing intelligence SaaS platform. It offers data unification, visual analytics, and insight collaboration. The company was founded by David Dunne, Jon Rygh, and Dina Khoury and is headquartered in New York, NY.

Boost Payment Solutions, Inc. engages in electronic payments to eliminate the pain points associated with commercial card acceptance. It offers payment services such as boost intercept, buyer-initiated payments, supplier initiated virtual cards, and optimized interchange rates to healthcare, telecommunications, supply chain, insurance, transportation, real estate, manufacturing, utilities, media and advertising, retail, government, and corporate industries. The company was founded by Dean Leavitt in 2009 and is headquartered in New York, NY.

GroupSense, Inc. provides cyber security services. It alerts clients to attacks, fraud and breaches. The company was founded by Kurtis Minder in 2014 and is headquartered in Arlington, VA.

Solar Spectrum LLC engages in the provision of technology-driven solar energy solutions to residential and commercial customers. Its asset-light business model focuses on value-added in-house services for software platform development, project management and customer experience. The company is headquartered in Oakland, CA.

Axiad IDS, Inc. provides passwordless orchestration for enterprise and public sector organizations to secure people, machines, and interactions. The company is based in Santa Clara, CA. The company's flagship product, Axaid Cloud, is a comprehensive, secure, and integrated authentication platform that allows customers to move to a passwordless future without the friction and risk of fragmented solutions. Axaid offers unified credential management for all employees' authentication needs, including certificates, mobile MFA, TPM, hardware tokens, smart cards, and biometrics. The company was founded in 2010 by Yves Audebert and Bassam Al-Khalidi, and they have been the CEOs since 2010.

Seeking Alpha, Inc. is an investing community. It provides daily summaries of market and stock related stories, conference call transcripts, new initial public offer filings, and housing market information through blogs, money managers, and newsletters. The company was founded by David Jackson in 2004 and is headquartered in New York, NY.

Cypher Learning, Inc. is a company that provides learning platforms to organizations worldwide. The company is based in Plano, TX, and has offices worldwide. The company has three products: Matrix LMS for businesses, NEO LMS for schools and universities, and INDIE LMS for entrepreneurs. The products are used by over 20,000 organizations, support 40+ languages, and have won several awards. Cypher Learning is currently the only company that offers platforms in all major e-learning sectors: academic, corporate, and entrepreneurship. The company's mission and vision are to make online education better through their learning platforms, which empower schools, businesses, and entrepreneurs worldwide to reimagine online education and deliver the best learning experiences. Cypher Learning was founded in 2015 by Graham Glass, who has been the CEO since then.

Invictus Growth Management LLC (Invictus Growth) is a private equity firm founded in 2019 by John J. DeLoche and William B. Nettles. The firm is headquartered in San Mateo, California.

Binary Defense Systems, Inc. provides advanced cybersecurity solutions to protect businesses from cyber threats. The company is based in Stow, OH. The company's services include Managed Detection and Response, Security Information and Event Management, and Counterintelligence. The CEOs are Robert Meindl and Bob Meindl. Binary Defense Systems was founded in 2014 by Dave Kennedy, David Kennedy, Mike Valentine, and Mike Valentine.

Invictus Axiad LP is a special purpose vehicle formed to invest in Axiad IDS, Inc.