About Cosaic

Dan has spent his career building and taking to market enterprise software solutions in the information security, sales enablement, and financial technology markets. With a huge passion for data visualization, he founded Cosaic to bring data viz and modern design to capital markets technology.

In 1994, Terry wrote the first online trading system which later became Ameritrade. He then went on to found Automated Financial Systems, a provider of financial software to banks and brokerages. Terry has held senior management positions at SunGard and Brokat AG.

A twenty-year veteran of product management and UX design, Eugene most recently managed the business strategy for Bloomberg’s foundational applications product suite and led the initiative to revolutionize the charting and technical analysis application.

With over two decades of experience in the financial marketplace, Julie has held leadership roles at Townsend Analytics and CME Group, where she was dedicated to evolving capital market technologies. In 2017, she won a Markets Media Women in Finance award, and in 2020 she won the Waters Technology Award: Vendor Professional of the Year, Data & Operations. Julie is a key evangelist for the Cosaic product suite.

Patrick Beitel is a founding partner and Managing Director of Digital+ Partners. He leads the Firms Financial Services Tech investments including investments in Financial Services, Insurance, and Capital Markets. Prior to founding Digital+ Partners, Patrick spent more than 18 years at McKinsey & Company and held several leadership roles, including Head of the Corporate Finance practice in Germany and Austria and Co-Head of the Global Financial Markets Infrastructure Practice.

Josh Elwell has substantial experience spanning high-growth technology startups, investment management, and corporate finance. Josh is currently a Managing Partner at ValueStream, where he invests in and advises early-stage financial technology companies.

Howard has more than 20 years experience in the financial community acting in both an entrepreneurial and investing capacity. With a unique vision for starting, managing, and successfully advising innovative companies, Lindzon is the public face of the Social Leverage entities. In 2008, Lindzon co-founded StockTwits.

Mark Whitcroft is a Founding Partner at Illuminate Financial Management, a London-based venture capital firm exclusively focused on capital markets financial technology investment globally. Prior to Illuminate, Mark spent eleven years in various capital market roles at HSBC and Deutsche Bank based in London, Hong Kong, Singapore and New York. He has been investing in FinTech companies since 2010 and has worked at a number of FinTech startup accelerators.

Illuminate Financial Management LLP is a venture capital firm that crosses the chasm between capital markets fintech and the financial institutions it should serve. The firm was founded in 2014 recognizing the growing importance of Fintech, but questioning how much it was contributing to building more sustainable financial institutions. IFM has created partnerships with core strategic investors and a growing number of Capital Markets firms to gain real insight into what the market needs. We leverage this to find, validate and fund early-stage companies and harnessing our extensive experience across banking, entrepreneurship, and consultancy to help these companies achieve their full potential.

Social Leverage is a partnership that invests in exceptional entrepreneurs in the technology space. It partners with promising companies, bringing its own entrepreneurial expertise, relationships, and marketing experience to the fore.

Digital+ Partners focuses exclusively on growth equity investments in B2B technology companies. They support companies with best-in-class technologies to grow into global digital leaders.

Tribeca Angels was formed in September 2014 as a FinTech-focused angel club. Tribeca Angels has brought together a network of entrepreneurs and business leaders with deep domain expertise in institutional finance and technology. With over 40 proactive accredited investors, the group has the collective experience and perspective that touches virtually every facet of the institutional finance landscape.

ValueStream is a venture capital investor and startup accelerator based in New York City with a strong focus on financial technology companies that serve the professional and institutional Financial Services community.