WestCap

Fantastic interview with Alex Mans ??, Founder and CEO at FLYR, about the state of the airline industry and how FLYR is leading the modernization of travel by helping travel providers create the experiences customers want, while operating with speed and efficiency. Check out the full conversation on Cheddar: https://lnkd.in/g376p-NV

Looking forward to seeing some of you at InsureTech Connect in Vegas next week. I'm excited to dig into the innovation surrounding the underwriting, claims processing, and reinsurance parts of the insurance value chain. Please reach out if you’re around! #ITCVegas

Next week, we're hosting an SF #TechWeek happy hour at our office in the FiDi! We’ll be pouring drinks and hosting a panel on how creativity ?? drives startup growth, featuring: - Allen Mask, Partner at WestCap and Managing Partner at CōLab - Brian Wakabayashi, Managing Director and Head of Brand Strategy at CōLab - Gabrielle Tenaglia, Fractional CMO at Lettuce Financial - Katie Mentus, VP User Experience and Design at Addepar - Matt Herrmann, Founder and Chief Strategy Officer at JAM Branding If you’re in the City on Thursday, October 10th, RSVP here: https://lu.ma/5s3k3vrh

This week, WestCap hosted go-to-market (GTM) leaders from across our portfolio for our annual GTM Summit in NYC to exchange best practices around aligning to the customer journey. Key themes included defining and testing your ideal customer profiles (ICPs), honing in on the sales-to-implementation process, and creating a framework for in-depth win, loss, and churn analysis. Thanks to everyone who joined us for the engaging discussion – and a special thank you to our guest speaker Charanya “CK” Kannan for sharing insights on strengthening the GTM and product relationship!

Designed and built with feedback from our clients, Addepar Trading provides you with the flexible tools and centralized workflow you need to execute trades and rebalance at scale. Senior Director and Head of Trading Philip Senseny goes into more detail in our latest blog post: https://bit.ly/3N3plqA

Congratulations to our portfolio company Addepar on their latest launches, Addepar Trading and Dashboards, which aim to streamline the portfolio management experience for both advisors and clients. Our in-house creative studio CōLab had the opportunity to support Addepar with the development of videos like the one below. Proud to have partnered with their team on this!

We proudly welcome Shep Maher to our Strategic Operators team at WestCap! Shep brings 25+ years of sales and go-to-market experience and leadership. He’ll play a critical role for our portfolio companies, helping them work through any and all go-to-market challenges. The entire WestCap community will feel the impact of his genuine, human-first approach to his work.?

Treasury4 is proud to be building upon our relationship with J.P. Morgan to deliver deeper data insights and rapid time-to-value solutions for mutual clients as a partner in the J.P. Morgan Payments Partner Network. Through this relationship, Treasury4 will deliver API-based connectivity for balance, transaction, and investment data. Mutual clients can automate the secure ingress of J.P. Morgan bank account balances and transactions, as well as?Morgan Money?investment holdings and transactions, into Cash4, the powerful global cash management, reporting, and forecasting solution from Treasury4. Delivering the most advanced categorization in the industry, Cash4 empowers treasury teams to manage global cash with confidence. Read more here: https://lnkd.in/ehREPhJb Payments Partnership Network: https://lnkd.in/e6F5Kev2 Morgan Money: https://lnkd.in/eDjTdUfU Treasury4: https://lnkd.in/eG5ACjQV #treasury #treasurymanagement #cashmanagement #payments #treasury4 #financeandaccounting #CFO #banking #futureofbanking #openbanking #paymentstrategy #fintech

WestCap hosted a "Back to School" event with our friends at FinTech Collective at our NY HQ and brought together 200+ incredible minds from the fintech world for an evening of networking, idea-sharing, and connection-building. Here’s to the start of a new season full of innovation and collaboration!

Exciting moments from the year so far are highlighted in our latest WestCap Newsletter: https://lnkd.in/dP-kGgVp Our time has been focused on new investments and working with our existing portfolio companies where WestCap's operating capabilities are in high demand. Our team and portfolio companies are working on disciplined growth, expansion into new markets, M&A and taking market share. We remain committed to sourcing the best founders and teams, applying our world-class operating expertise, and building the next generation of technology companies. Looking forward to finishing the year strong!