fund-formation

(4)
Company
Opto Investments
Fintech · Saas · Enterprise

Opto Investments

Opto is building the operating system behind bespoke private-market programs - turning fund formation, diligence, subscriptions, capital calls and reporting into one continuous workflow for wealth managers.

private-markets · wealthtechRead →
Company
Sydecar
Fintech · Saas · Vc

Sydecar

Sydecar is a deal execution platform that automates the back office for venture investors. It lets fund managers, syndicate leads, and emerging VCs spin up Special Purpose Vehicles (SPVs) and funds with banking, compliance, contracts, tax, and reporting handled in one place - turning what used to take weeks of legal and administrative work into a next-business-day process. Founded in 2021 and based in San Francisco, the company has supported thousands of investment vehicles and administers more than $1 billion in assets.

spv · special-purpose-vehicleRead →
Legend
Ashley Caldwell
Executive · Investor · Operator

Ashley Caldwell

Ashley Caldwell is Partner and General Counsel at Sapphire Ventures, the Menlo Park venture capital firm with more than $11B in AUM across its Ventures, Partners, and Sport platforms. She runs legal across all three strategies — deal execution, governance, regulatory, exits — for a firm that backs growth-stage technology companies globally. A former Kirkland & Ellis private equity associate and Bluevine in-house counsel, she joined Sapphire in 2019, was elevated to General Counsel in 2021, and now wears the Partner title too.

general-counsel · sapphire-venturesRead →
Legend
John Delfino
Investor · Executive · Advisor

John Delfino

John Delfino is Partner and General Counsel at TCV (Technology Crossover Ventures), the Menlo Park-based growth equity firm behind transformative investments in Netflix, Spotify, Airbnb, Facebook, and over 350 technology companies. Joining TCV in 2014 after nearly a decade at elite law firm Simpson Thacher & Bartlett, Delfino sits at the intersection of law and venture capital - structuring deals, executing investments and exits, and managing the full legal and operational footprint of one of tech's most storied growth investors. With a J.D./M.B.A. from Santa Clara University and undergraduate roots at the College of the Holy Cross (including a year abroad at Oxford), he brings a rare dual lens of legal rigor and business strategy to a firm that has backed category-defining companies since 1995.

venture-capital · general-counselRead →