May 12, 2020
Moses & Singer represented its long term client ABN AMRO Ventures in a $10.5 million Series A-1 financing for Open Invest. Other investors included existing investors QED and System IQ, as well as new investor Resolute Investment Managers. Open Invest is a tech-enabled SMA (separately managed accounts) asset manager, with technology enabling customization, direct indexing, and ESG investing at scale. Allan Grauberd and Manti D. Bean handled the transaction for M&S.
A press release describing the transaction is here.