Exponent Investment Management Announces New Venture Fund

The team at Exponent Investment Management provides a variety of services, including investment portfolio management and financial planning. Its advisors take the time to truly understand each client’s unique situation and goals, then build an investment portfolio that is best suited to them. The firm’s team members are available to meet with clients by phone or in person. They work to minimize taxes and save as much money as possible for their clients’ retirement.

The company also has a fiduciary duty to its clients, which is something that not all financial firms have. This means that its team will always put the client’s best interests first, rather than taking advantage of them for their own gain. This approach to wealth management is what sets the firm apart from its competitors.

How Exponent Investment Management Helps You Achieve Financial Growth

The new fund will invest in early-stage startups that focus on enterprise software, fintech and payments, infrastructure and applied AI, as well as vertical SaaS, across the US, Canada, and Europe. Its investors include Carnegie Mellon University, Cook Children’s Health Care System, LGT Capital Partners, and Next Legacy Partners. The company’s founders, Charley Ma and Mahdi Raza, previously worked together at Plaid and Robinhood. They both have extensive backgrounds in M&A and venture capital. Debevoise LLP advised Exponent on the fund. The London office led the transaction, with assistance from associates John Rife and Alex Howard. The New York office provided U.S. tax advice and UK tax advice was provided by partners Geoffrey Kittredge and Richard Ward, and senior associate Ceinwen Rees.

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