Let's Partner.
Focus
We are conviction investors - we only invest in a limited number of positions so you get our unwavering attention.
Sector Expertise
We have dedicated our careers to Financial Services and Workforce Development and mobilize our extensive networks to support you.
Experience Across Stages
Our team brings broad experience across the company lifecycle. Whether supporting your Series B readiness, or building the roadmap to IPO, we can help you to realize your long-term vision.
Channel Partnerships
Members of the Rebalance team have partnered with CFOs and CHROs within our target sectors for decades. We bring those trusted advisor relationships and market intelligence for your benefit.
Value-Add Services
We specialize in three key areas of functional value-add services for our founders.
Corporate Finance
Financial Readiness, Mergers & Aquisitions, Debt, and Equity Capital Markets.
Human Capital
Executive Search Process Design, Interview Panels, Organizational Design, Performance & Rewards Evaluation, and Leadership Assessment.
Impact
Consumer Reach Analysis, Impact Narrative and Measurement, Partnership Development and Structuring, and Impact Business Model Development.
We invest in visionaries that are redesigning financial security and career readiness for Americans in the lower 60% of income distribution.
We invest in Series A and B FinTech and WorkforceTech companies. Typically, our portfolio companies either distribute to low and middle income Americans by partnering with a trusted intermediary such as an employer or financial institution, or provide a B2B marketplace serving SMEs or independents contractors. We usually invest in companies with between $2M and $20M in run-rate revenue.
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