Shrey Dalal

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.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Raine Ventures LLC (Raine Ventures) is a venture capital firm, a subsidiary of The Raine Group LLC founded in 2010 by Brandon Gardner, Deborah Mei, Joseph Ravitch, John Salter, and Jeff Sine. The firm is headquartered in New York.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

Intel Capital Corp (Intel Capital) is a venture capital subsidiary of Intel Corp founded in 1991 by Les Vadasz, and Avram Miller. The firm is headquartered in Wilmington, Delaware.

Deloitte Touche Tohmatsu India Pvt Ltd. provides accounting and financial advisory services. The company is headquartered in Mumbai, Inida.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Michigan Venture Capital Association operates as a non-profit trade organization designed to bring together venture capital industry participants in the state of Michigan. The company was founded by 2002 by Terry Cross and David P. Weaver in 2002 and is headquartered in Ann Arbor, MI.

Part of Deloitte LLP (New York), Deloitte Consulting Outsourcing LLC provides accounting services. The company is based in New York, NY.

Huron River Venture Partners LLC (Huron River Venture) is a venture capital firm founded in 2010 by Ryan Waddington and Tim Streit. The firm is headquartered in Ann Arbor, Michigan.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Acumen Fund, Inc (Acumen Fund) is a venture capital firm founded in 2001 by Jacqueline Novogratz. The firm is headquartered in New York.

Peridot Acquisition Corp. III operates as 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 or entities. The company was founded on March 12, 2021 and is headquartered in Houston, TX.

Paradigm Opportunities LLC is an investment firm that evaluates public and private companies in the healthcare sector. The private company is based in Stamford, CT. The firm seeks investment opportunities in undervalued companies with an attractive risk/reward skew. The company employ a top-down approach to identifying investment themes and a bottom-up approach to security selection. The firm's investment culture is grounded in integrity, partnership, and the highest ethical standards.

Norwest Venture Partners is a venture capital division of Norwest Partners founded in 1961. The firm is headquartered in Palo Alto, California with additional offices in Mumbai and Herzliya.

Ascolta Ventures LLC (Ascolta Ventures) is a venture capital firm founded in 2011 by Mike Abbott and Daniel Bergeson. The firm is headquartered in San Francisco, California.

Michigan Capital Advisors LLC (Michigan Capital Advisors) is a private equity firm founded in 2016 by Charles G. McClure. The firm is headquartered in Birmingham, Michigan.

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).

Infomoney Corp. engages in the development and operation of a platform for car dealership. It offers artificial intelligence engine, conquestIQ, scanIQ, and engageIQ. The company was founded by Vikrant Pathak and Rohit Sharma and is headquartered in Brunswick, NJ.

Founded in 2004, FactSet CallStreet LLC is a financial research firm located in New York City. The firm was acquired by FactSet Research Systems, Inc. in May 2004. FactSet CallStreet provides transcripts of management conference calls to the investment community. In particular, they provide the fully-corrected text of quarterly conference calls held by public companies. Raw transcripts are available 1 to 2 hours after the completion of the call and are then replaced with corrected transcripts. CallStreet Reports are corrected transcripts with added formatting and are distributed online or via email.

Part of Technology Partners LLC (North Carolina), CAK Tech, Inc. is a healthcare technology company that aims to improve patient retention and reduce patient leakage, providing health systems and practices with improved revenue and reduced liability while enabling higher quality care for patients. The company is based in Brooklyn, NY, and is backed by Antler and BNM Ventures. The company delivers the digital radiology experience of the future for patients and providers through its telemedicine platform and deep relationships with the nation's top radiology groups. The company was founded by Adam Kirell, Craig Calderone, and Adam Kirell has been the CEO since incorporation. CAK Tech was acquired by Technology Partners LLC (North Carolina) on May 24, 2023.

Delfina SpA provides commercial real estate management services. The private company is based in Milan, Italy.

Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates.

Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021.