An experienced team focused on generating results.

OUR MISSION
Powering the Next Generation of Consumer Brands
This mission reflects our commitment to helping consumer brands grow and thrive, not just by providing financing but by giving them the tools, insights, and eventually the technology to succeed in retail. It acknowledges our current strengths and aligns with our vision of becoming the clear market leader and a true fintech innovator
CORE VALUES
Make a Difference

We are driven by a commitment to make a meaningful impact. We believe in leveling the playing field, ensuring that everyone has equal opportunities and access to financial resources. By fostering innovation and inclusivity, we strive to create positive change in the financial landscape.

Honest & Authentic

Integrity is at the core of everything we do. We value honesty and authenticity in our interactions with clients, partners, and each other. Transparency is not just a policy; it's a fundamental aspect of our culture. We build trust through openness and straightforward communication, earning the confidence of those we serve.

Curious & Open

In a rapidly evolving fintech landscape, curiosity is our compass. We embrace a culture of continuous learning, staying ahead of industry trends and technological advancements. We encourage an open mindset, welcoming diverse perspectives and fresh ideas. By fostering curiosity and openness, we drive innovation and stay agile in a dynamic environment.

Competent & Accountable

Excellence is not optional; it's our standard. We are committed to competence in every aspect of our work. Each team member takes ownership and is accountable for their contributions. Through a dedication to continuous improvement, we ensure that our clients and stakeholders receive the highest level of service. Competence, paired with accountability, is the foundation of our success.

Meet the team
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Andy Cox

Chief Executive Officer

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Erin Wall

President

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Jeff Klinefelter

Co-Founder

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Mark Brose

Chief Technology Officer

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Jackie Bae

Director of Client Success

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Dace Graham

VP of Business Development

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Carly Uhlig

Analyst

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Jack Richie

Associate

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Why We're Different
Our deep experience working with emerging consumer brands combined with a technology platform that delivers insights through a proprietary retail dataset, we help our clients anticipate challenges and achieve their full potential in the retail landscape.
Accelerate Retail Expansion

Unlock your brand's full potential with our commitment-based financing, deep industry knowledge, and data-driven retail insights. Let us help propel your growth journey towards long-term success in a competitive retail landscape.

Omnichannel Retail Experts

Our team has dedicated their entire careers to advising, building, and supporting successful consumer brands. From retail strategy to consumer research, we have the skills and know-how to help our clients succeed.