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Social Leverage

Scottsdale, Arizona · Invests in US; North America · Website

SeedPre-SeedSeries AB2B SaaSAI & Machine LearningDeveloper ToolsData & AnalyticsFintechFintech & PaymentsEnterprise SoftwareDeveloper Tools & Infrastructure

Thesis

Social leverage is the new financial leverage. Community, trust, and relationships drive superior deal sourcing and returns. We identify industry trends ahead of the curve through consistent public thought leadership and community engagement.

Likely not a fit for

No pure hardware plays, biotech/life sciences outside focus, unproven teams, or consumer without defensible economics

How they invest

Lead or follow
Usually leads
Typical decision
~2 weeks
Warm intro
Not required
Involvement
Takes a board seat
Fund status
Actively deploying
Assets under mgmt
$450M
Decision process
Partnership vote

Partners & team

5 contacts on file

HL

Howard Lindzon

General PartnerFounder, Managing Partner · Primary contact

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h•••@so•••.com

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TP

Tom Peterson

General PartnerFounder, Managing Partner

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t•••@so•••.com

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GB

Gary Benitt

General PartnerManaging Partner

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MO

Matt Ober

General PartnerManaging Partner

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ER

Evan Rapoport

Venture PartnerVenture Partner

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Portfolio

AlpacaFintech Payments

Alpaca is a developer-first API brokerage platform offering stock, options, and crypto trading. It provides end-to-end brokerage infrastructure through modern APIs, enabling developers and businesses to offer investing services to their end-customers.

RobinhoodFintech Payments

Robinhood is a financial services company that offers commission-free trading in stocks, options, and cryptocurrencies, aiming to democratize finance for all.

KustomerEnterprise Software

Kustomer is an AI-powered customer service CRM platform that enables organizations to manage customer interactions and data in a unified system.

eToroFintech Payments

eToro is a leading social trading platform that allows users to invest in a variety of assets including stocks, cryptocurrencies, and ETFs, while also enabling features like CopyTrader to replicate the trades of successful investors.

KoyfinEnterprise Software

Koyfin is a modern investment platform that provides comprehensive financial data analysis, allowing users to research markets, analyze portfolios, and create client-ready reports. It aims to simplify the investment process for financial advisors and individual investors alike.

GotradeFintech Payments

Gotrade allows users to invest in US stocks starting from just $1, making investing accessible and straightforward for everyone.

Archive IntelEnterprise Software

Archive Intel is an AI-powered client communication archiving, record keeping, and compliance software platform designed for simplicity and precision across regulated industries.

BeehiivMedia Entertainment

Beehiiv is a newsletter platform designed to help users create, manage, and grow their newsletters with various features including web building, ad networking, and analytics.

NewcaseLegal Regtech

Newcase.ai is an AI-powered litigation intelligence platform that transforms complex case materials into searchable, connected insights, enabling litigation teams to analyze depositions and records faster and more accurately.

TabflowsHealthcare Digital

Tabflows is an AI-powered assistant designed to streamline workflows for independent care practices, enabling healthcare providers to complete tasks quickly and efficiently.

LEAEnterprise Software

LEA is the wealth management industry's AI-powered document intelligence and workflow automation specialist, helping firms streamline onboarding and improve operational efficiency.

SyntheticFiFintech Payments

SyntheticFi offers securities-backed lending solutions for financial advisors, providing institutional-grade liquidity options to meet clients' borrowing needs while keeping their investment portfolios intact.

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Research briefRead more
Social Leverage Research Investment Thesis Social Leverage invests in exceptional entrepreneurs building at the intersection of financial services and vertical AI, with a focus on capital-efficient software companies that leverage internet scale. The firm leverages its reputation for identifying industry trends ahead of the curve and maintains a strong community-driven approach to deal sourcing an

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