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Sutter Hill Ventures has financed technology-based start-ups and assisted entrepreneurs in building market-leading companies since 1962. Through our decades of experience, we have developed strong industry networks, considerable operating and venture capital experience, and an understanding of the challenges that early-stage and high-growth companies face.

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Investment management is Dodge & Cox’s only business. We are focused on providing U.S., global, and international equity; fixed income; and balanced account management. Strategies: Equity — The philosophy guiding the management of our equity portfolios is built on traditional principles: we maintain a long-term focus, conduct our own research, and employ a rigorous price discipline. Our approach is research-intensive; decisions are based on individual company analysis by our team of investment professionals. Fixed Income — Dodge & Cox’s philosophy is to construct and manage a high average quality portfolio of securities that are selected through bottom-up, fundamental analysis. We believe that by combining fundamental research with a long-term investment horizon it is possible to uncover and act upon inefficiencies in the valuation of market sectors and individual securities. Balanced — Our objective in managing balanced accounts is to provide regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Our strategy is to invest in a diversified portfolio of stocks and fixed income securities. Offerings: Dodge & Cox Funds — Dodge & Cox offers U.S. based investors a simple, low-cost way to own a portfolio of stocks and/or fixed income securities. Private Client Accounts — The private client group serves high net worth individual investors, family offices, and non-profit organizations across the United States through separately managed accounts. Institutional Separate Accounts — A client's investment objectives, asset allocation, and portfolio holdings are reviewed with an experienced portfolio manager and client service associate. To view our U.S. Terms and Conditions of Use, visit: dodgeandcox.com/individual-investor/us/en/terms-and-conditions-of-use.html Non U.S. Investors: Please visit dodgeandcox.com and select the country you live in.

Farallon Capital Management, L.L.C.® is a global institutional asset management firm founded in 1986. We are headquartered in San Francisco and operate globally with offices in London, Singapore, Hong Kong, Tokyo and São Paulo. We invest across asset classes, seeking to achieve superior risk-adjusted returns through a process of bottom-up fundamental analysis that emphasizes capital preservation. While our investment philosophy remains consistent, its execution is flexible, allowing capital to shift among strategies, asset classes, and geographies based on prevailing opportunities.

Democratizing finance for all. Robinhood was founded on a simple idea—that our financial markets should be accessible to all. In an industry where barriers have prevailed for too long, this hasn’t always been easy. We’re leveling the playing field by making trading more intuitive, more affordable, and more inclusive to ensure that everyone, regardless of wealth or industry knowledge, feels empowered to participate in the financial system. Stocks & Retirement by Robinhood Financial (Member SIPC). Investing involves risks. Crypto trading by Robinhood Crypto Spending by Robinhood Money Social media guidelines & legal info: http://rbnhd.co/social_media_disclosures

At Vista Equity Partners, we believe the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, an inclusive community and a broader path to prosperity. As one of the most active investors in the enterprise software market, we believe in the advancement of technology to create opportunity. By applying our market expertise across private equity, permanent capital, credit and public equity investment strategies, we’ve created a robust investment platform representing more than $101 billion in assets under management as of September 30, 2023. With offices in Austin, Chicago, New York, Oakland, San Francisco and Hong Kong, the Vista platform creates opportunity and delivers sustainable value for our companies, investors and the communities in which we live and work. ESG and DE&I principles are deeply embedded in our firm’s culture and business operations, guiding our investment decisions and portfolio management as we remain committed to practicing responsible corporate citizenry. For further information, visit vistaequitypartners.com.

Managment Consulting | Technology Consulting | Education | Technology | BPO

Sequoia helps daring founders build legendary companies from idea to IPO and beyond. We aim to be the first true believers in tomorrow’s most valuable and enduring businesses. We partner with a few outliers each year and go all-in, providing them with the hands-on help required at every stage of the company building journey. Our expertise comes from 50 years of working with legendary founders like Steve Jobs, Larry Page, Jan Koum, Adi Tatarko, Brian Chesky, Jensen Huang, Anne Wojcicki, Eric Yuan, Patrick Collison, Julia Hartz, and Sebastian Siemiatkowski. In aggregate, Sequoia-backed companies account for more than 25% of NASDAQ's total value. Since our inception, the vast majority of the money we invest has been on behalf of nonprofits and schools like the Ford Foundation, Mayo Clinic and MIT, which means most of the returns we generate benefit these great causes.

Fremont Group is a San Francisco-based private investment firm with assets under management across a broad array of asset classes. We are distinguished by our focus on superior performance, our operating orientation, and our commitment to true partnership. We have the financial resources, the expertise, and the breadth of experience to identify opportunities where others might not and to move quickly to capitalize on those that fit our criteria. At Fremont, our fundamental business strategy is grounded in a dedication to true partnership. When we offer an investment opportunity to other individuals and institutions, it is an invitation to invest alongside us, to become our financial partner. We commit substantial amounts of our own capital to the investment, truly aligning our interests with those of our co-investors. Similarly, we strive to be a true partner to our portfolio companies, one that provides not only capital, but business expertise and access to networks and resources that improve the probability of the company’s long-term success. An organization is, fundamentally, a reflection of its people: their talent and experience, their ingenuity, their integrity. At Fremont, our people set us apart. They are among the best investment professionals in the business – and among the best business people in the investment world. They are a team with impressive depth and breadth, a group of disciplined investors with business acumen, intelligence, and a hands-on operating style that enables them to collaborate well with portfolio companies and investment partners to create value and fuel growth.

Founded in 1984, Hellman & Friedman (H&F) is one of the oldest and most experienced private equity investment firms operating today. We are well respected for our distinctive investment philosophy and focused approach targeting large-scale equity investments in companies in select sectors. H&F has offices in San Francisco, New York and London. For more information, visit www.hf.com.