portfolio-tracking
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Zerion and the ten-cent theory of crypto
A wallet company discovered that the cheapest route can be the wrong route. Its larger wager is that making crypto understandable is a business of its own.
The Coin That Moved. The Cost That Vanished.
A coin can cross five wallets in an afternoon. Its purchase price rarely travels with it. CoinTracker made that missing number a business - first for investors, then for the institutions that serve them.
ZenLedger Bet on Crypto's Boring Part - and Found the Durable Business
Coins soar, exchanges vanish, and the tax bill still arrives. ZenLedger built a business around the stubborn work left behind: finding cost basis, reconciling transactions and turning crypto chaos into forms an accountant can actually use.
Nansen
Nansen is a blockchain analytics and crypto intelligence platform that enriches raw on-chain data with hundreds of millions of labeled wallet addresses, letting investors, traders, and institutions follow 'smart money' across dozens of chains. Founded in 2019 and headquartered in Singapore, the company has expanded from analytics dashboards into an agentic AI product that pairs conversational research with in-app trade execution on chains such as Solana and Base.
CollX
CollX is a Philadelphia-area startup whose mobile app lets collectors snap a photo of a sports or trading card and instantly identify it and see its current market value. Built around AI visual search trained on a database of more than 17 million cards, CollX has grown from a quick valuation tool into a full collection-management platform and peer-to-peer marketplace where over 3 million users scan, organize, price, buy, sell, and trade cards. The company monetizes through Pro and Gold subscriptions, marketplace commissions, and referral revenue from hobby partners like PSA, Whatnot, and Fanatics.
Mike Sroka
Mike Sroka is the CEO and co-founder of Dealpath, the leading deal management platform for institutional real estate investors. Founded in 2014 alongside Andy Lee and Kenter Wu, Dealpath has grown to support over $10 trillion in real estate transactions, raised $75M in total funding including a Morgan Stanley-led $43M Series C, and counts Blackstone, Nuveen, UBS, and MetLife among its clients. Sroka's background spans real estate finance at Hudson Advisors and growth roles at venture-backed software companies including Zynga and Fanhood, giving him a rare dual fluency in capital markets and product development. He serves on Blackstone's PropTech Advisory Board and is a vocal advocate for AI-powered deal workflow automation in commercial real estate.