2080 Ventures · Investor guides
183 Debt VC firms
Compare 183 Debt VC firms, including Anzu Partners, Atomico, Battery Ventures. Explore focus areas, stages and published contacts with 2080 Ventures.
183matching directory firms
65published contacts
42headquarters specified
Most frequent stage tags in this selection: Debt (183), Seed (107), Early Stage (74). These counts describe this directory, not total market activity.
Compare Debt VC firms
Use this comparison to check fit before contacting a firm. Country tags describe reported locations or country-list membership; they do not establish where a firm is willing to invest.
| Firm | Location | Focus | Stage | Website |
|---|---|---|---|---|
 Anzu Partners | United States | Fintech, Hardware, Industrial, Life Sciences | Debt, Early Stage, Growth, IPO | anzupartners.com |
 Atomico | London, England, United Kingdom | AI & ML, Agriculture, Automation, Big Data & Analytics | Debt, Early Stage, Late Stage, Pre-Seed | atomico.com |
 Battery Ventures | Boston, Massachusetts, United States | AI & ML, Cloud, Consumer, Cybersecurity | Debt, Early Stage, Late Stage, Pre-Seed | battery.com |
 Beringea | Farmington Hills, Michigan, United States | Climate & Sustainability, Consumer, Enterprise, Healthcare | Debt, Early Stage, Growth, Late Stage | beringea.com |
 Cultivation Capital | St Louis, Missouri, United States | Agriculture, Big Data & Analytics, Cybersecurity, Deep Tech & Hard Science | Convertible Note, Debt, Early Stage, Growth | cultivationcapital.com |
 Earlybird Venture Capital | Berlin, Berlin, Germany | AI & ML, Biotech, Climate & Sustainability, Consumer | Convertible Note, Debt, Early Stage, Late Stage | earlybird.com |
 First Round Capital | Philadelphia, Pennsylvania, United States | AI & ML, Advertising, Big Data & Analytics, Biotech | Debt, Early Stage, Late Stage, Pre-Seed | firstround.com |
 General Catalyst | San Francisco, California, United States | AI & ML, Agriculture, Big Data & Analytics, Climate & Sustainability | Convertible Note, Debt, Early Stage, Late Stage | generalcatalyst.com |
 Global Ventures | United Arab Emirates | Agriculture, Crypto & Blockchain, Cybersecurity, E-Commerce | Convertible Note, Debt, Early Stage, Growth | global.vc |
 Greycroft | New York, New York, United States | AI & ML, Automation, Big Data & Analytics, Cloud | Convertible Note, Debt, Early Stage, Late Stage | greycroft.com |
 Inovia Capital | Montréal, Quebec, Canada | AI & ML, AR & VR, Big Data & Analytics, Crypto & Blockchain | Debt, Early Stage, Late Stage, Pre-Seed | inovia.vc |
 Insight Partners | New York, New York, United States | AI & ML, API, Advertising, Agriculture | Convertible Note, Debt, Early Stage, Growth | insightpartners.com |
 Kapor Capital | United States | Agriculture, Biotech, Climate & Sustainability, Education | Convertible Note, Debt, Early Stage, Late Stage | kaporcapital.com |
 Lerer Hippeau | New York, New York, United States | Big Data & Analytics, Crypto & Blockchain, Cybersecurity, E-Commerce | Convertible Note, Debt, Early Stage, Late Stage | lererhippeau.com |
 Lux Capital | New York, New York, United States | AI & ML, AR & VR, Aerospace & Space, Big Data & Analytics | Debt, Early Stage, Late Stage, Pre-Seed | luxcapital.com |
 Mayfield Fund | Menlo Park, California, United States | Biotech, Climate & Sustainability, Cloud, Consumer | Convertible Note, Debt, Early Stage, Late Stage | mayfield.com |
 Moneta Ventures | Folsom, California, United States | AI & ML, Automation, Biotech, Cloud | Convertible Note, Debt, Early Stage, Seed | moneta.vc |
 New Enterprise Associates | Menlo Park, California, United States | AI & ML, Consumer, Education, Enterprise | Convertible Note, Debt, Early Stage, Growth | nea.com |
 Norwest | Palo Alto, California, United States | AI & ML, Biotech, Consumer, DTC | Convertible Note, Debt, Early Stage, Growth | nvp.com |
 One Way Ventures | Boston, Massachusetts, United States | AI & ML, Automotive, Big Data & Analytics, Climate & Sustainability | Convertible Note, Debt, Early Stage, Late Stage | onewayvc.com |
 OneVentures | Sydney, New South Wales, Australia | Enterprise, Fintech, Healthcare, Life Sciences | Debt, Early Stage, Late Stage, Seed | one-ventures.com.au |
 Renewal Funds | Canada | Climate & Sustainability, Consumer, Food & Beverage | Debt, Early Stage, Late Stage, Private Equity | renewalfunds.com |
 Shorooq Partners | Abu Dhabi, Abu Dhabi, United Arab Emirates | AI & ML, Big Data & Analytics, Fintech, Future of Work | Convertible Note, Debt, Early Stage, Late Stage | shorooq.com |
 Spark Capital | San Francisco, California, United States | AI & ML, AR & VR, Consumer, Creator Economy | Debt, Early Stage, Late Stage, Pre-Seed | sparkcapital.com |
 Balderton Capital | London, England, United Kingdom | AI & ML, Biotech, Climate & Sustainability, Consumer | Debt, Early Stage, Late Stage, Pre-Seed | balderton.com |
 BIP Ventures | United States | Enterprise, Fintech, SaaS | Debt, Early Stage, Late Stage, Private Equity | bipventures.vc |
 Blackhorn Ventures | United States | Climate & Sustainability, Energy | Convertible Note, Debt, Early Stage, Late Stage | blackhornvc.com |
 Blu Venture Investors | United States | AI & ML, Big Data & Analytics, Construction, Cybersecurity | Debt, Early Stage, Pre-Seed, Seed | bluventureinvestors.com |
 BMW i Ventures | United States | AI & ML, Climate & Sustainability, Fintech, Hardware | Debt, Early Stage, Late Stage, Seed | bmwiventures.com |
 Boulder Ventures | United States | Not listed | Debt, Early Stage, Late Stage, Seed | boulderventures.com |
 Brightspark Ventures | Canada | Consumer, Hardware, Internet & Mobile, SaaS | Debt, Early Stage, Late Stage, Pre-Seed | brightspark.com |
 Cisco Investments | San Jose, California, United States | Cloud, Cybersecurity, Developer Tools, Enterprise | Debt, Early Stage, Late Stage, Seed | ciscoinvestments.com |
 colaborativo | Mexico City, Distrito Federal, Mexico | Agriculture, Biotech, Climate & Sustainability, Deep Tech & Hard Science | Debt, Early Stage, Pre-Seed, Seed | colaborativo.vc |
 EQT | Stockholm, Stockholms Lan, Sweden | Not listed | Debt, Early Stage, Late Stage, Post-Ipo | eqtgroup.com |
 Extension Fund | Spain | Fintech | Convertible Note, Debt, Early Stage, Seed | extensionfund.com |
 Fifth Wall | United States | Climate & Sustainability, Fintech, Marketplace, SaaS | Debt, Early Stage, Late Stage, Pre-Seed | fifthwall.com |
 Flagship Pioneering | United States | Biotech, Enterprise, Fintech, SaaS | Debt, Early Stage, Late Stage, Post-Ipo | flagshippioneering.com |
 Founders First Capital Partners | United States | Not listed | Debt, Early Stage | foundersfirstcapitalpartners.com |
 Golden Section | United States | Not listed | Debt, Early Stage, Seed | goldensection.com |
 Inveready | San Sebastian, Pais Vasco, Spain | Not listed | Debt, Early Stage, Private Equity, Secondary Market | inveready.com |
 Kinnevik | Sweden | Enterprise, Fintech | Convertible Note, Debt, Early Stage, Late Stage | kinnevik.com |
 Link Ventures | United States | AI & ML, Deep Tech & Hard Science, Enterprise, SaaS | Convertible Note, Debt, Early Stage, Late Stage | linkventures.com |
 NewSchools Venture Fund | United States | Enterprise | Debt, Early Stage, Grant, Late Stage | newschools.org |
 Novo Holdings | Hellerup, Hovedstaden, Denmark | Biotech, Chemicals, Diagnostics, Fintech | Debt, Early Stage, Late Stage, Post-Ipo | novoholdings.dk |
 Nu Banx | Not listed | Not listed | Debt, Early Stage, Initial Coin Offering, Private Equity | Website |
 Octopus Ventures | London, England, United Kingdom | Climate & Sustainability, Consumer, Creator Economy, Deep Tech & Hard Science | Debt, Early Stage, Late Stage, Pre-Seed | octopusventures.com |
 Oriental Fortune Capital | China | Not listed | Debt, Early Stage, Late Stage, Post-Ipo | ofcapital.com |
 Pontifax | Herzliya, Tel Aviv, Israel | Not listed | Debt, Early Stage, Late Stage, Post-Ipo | pontifax.com |
 Prosus | Amsterdam, Noord-Holland, The Netherlands | Fintech | Convertible Note, Debt, Early Stage, Late Stage | prosus.com |
 Redstone.VC | Berlin, Berlin, Germany | Not listed | Debt, Early Stage, Non Equity Assistance, Seed | redstone.vc |
 Round2 Capital Partners | Vienna, Wien, Austria | Fintech, SaaS | Debt, Early Stage, Late Stage, Seed | round2cap.com |
 RTP Global | Not listed | AI & ML, Cloud, Consumer, Education | Debt, Early Stage, Late Stage, Pre-Seed | rtp.vc |
 S2G Investments | United States | Not listed | Convertible Note, Debt, Early Stage, Late Stage | s2ginvestments.com |
 SBVA | Seoul, Seoul-t'ukpyolsi, South Korea | Not listed | Debt, Early Stage, Late Stage, Private Equity | sbvacorp.com |
 Sherpa Healthcare Partners | China | Not listed | Debt, Early Stage, Late Stage, Seed | sherpahp.com |
 Sixth Street | San Francisco, California, United States | Consumer, Enterprise, Fintech, SaaS | Convertible Note, Debt, Early Stage, Initial Coin Offering | sixthstreet.com |
 Uncork Capital | San Francisco, California, United States | AI & ML, Cloud, Consumer, Developer Tools | Debt, Early Stage, Late Stage, Pre-Seed | uncorkcapital.com |
 Upfront Ventures | United States | AI & ML, Advertising, Big Data & Analytics, Biotech | Debt, Early Stage, Late Stage, Pre-Seed | upfront.com |
 Vistara Growth | Canada | Not listed | Debt, Late Stage, Post-Ipo, Private Equity | vistaragrowth.com |
 Wamda Capital | United Arab Emirates | Not listed | Convertible Note, Debt, Early Stage, Grant | wamdacapital.com |
 Bain Capital | United States | Automotive, Biotech, Construction, E-Commerce | Debt, Early Stage, Late Stage, Post-Ipo | baincapital.com |
 European Investment Fund | Luxembourg, Luxembourg, Luxembourg | Not listed | Debt, Early Stage, Late Stage, Private Equity | eif.org |
 Fonds de solidarité FTQ | Montréal, Quebec, Canada | Not listed | Debt, Early Stage, Late Stage, Non Equity Assistance | fondsftq.com |
 ICF Capital | Barcelona, Catalonia, Spain | Not listed | Debt, Early Stage, Private Equity, Seed | icf.cat |
 Kaiser Permanente Ventures | United States | Not listed | Debt, Early Stage, Late Stage, Private Equity | kpventures.com |
 PMV | Brussels, Brussels Hoofdstedelijk Gewest, Belgium | Not listed | Convertible Note, Debt, Early Stage, Late Stage | pmv.eu |
 Tilia Impact Ventures | Prague, Hlavni mesto Praha, Czech Republic | Not listed | Debt, Early Stage, Seed | tiliaimpactventures.cz |
 Venture Capital Studio | Cape Town, NA - South Africa, South Africa | Not listed | Debt, Early Stage, Late Stage, Post-Ipo | venturecapitalstudio.io |
 3i Group | United Kingdom | Not listed | Debt | 3i.com |
 Access Ventures | United States | AI & ML, Aerospace & Space, Automation, Consumer | Debt, Series A | accessventures.org |
 Active Partners | United Kingdom | Not listed | Debt | active.partners |
 Advantage Capital | United States | Not listed | Debt | advantagecap.com |
 Aliment Capital | United States | Marketplace | Debt, Seed | alimentcap.com |
 AltaIR Capital | United States | Cybersecurity, DTC, Fintech, Future of Work | Debt | altair.vc |
 aMoon Fund | Israel | Not listed | Debt | amoon.fund |
 Aozora Corporate Investment | Tokyo, Tokyo, Japan | Not listed | Debt | aozora-ci.co.jp |
 ArcTern Ventures | Canada | AI & ML, Biotech, Climate & Sustainability, Energy | Debt, Seed, Series A | arcternventures.com |
 Artha Group | India | Not listed | Debt | artha.ventures |
 Ascent Capital Partners | United States | Not listed | Debt | myascent.net |
 Asset Management Ventures (AMV) | United States | Fintech | Debt, Seed | assetman.com |
 AURELIUS Equity Opportunities | Germany | Not listed | Debt | aureliusinvest.com |
 AVP | France | Not listed | Debt | avpcap.com |
 Baird Capital | United States | Fintech, Marketplace, SaaS | Debt, Seed | bairdcapital.com |
 Balance Point Capital Partners | United States | Not listed | Debt | balancepointcapital.com |
 BioStar Capital | United States | Not listed | Debt | biostar.capital |
 BluePeak Private Capital | Tunisia | Not listed | Debt | bluepeakpc.com |
 Bowery Capital | United States | AI & ML, Advertising, Big Data & Analytics, Construction | Debt, Pre-Seed, Seed | bowerycap.com |
 Callais Capital | United States | Not listed | Debt | callaiscapital.com |
 Capital Group | United States | Not listed | Debt | capitalgroup.com |
 Capricorn Investment Group | United States | Not listed | Debt | capricornllc.com |
 CAPZA | France | Not listed | Debt | capza.co |
 Catalio Capital Management | United States | AI & ML, Biotech, Consumer, Healthcare | Debt, Early Stage, Late Stage, Pre-Seed | cataliocapital.com |
 CDP Venture Capital | Rome, Lazio, Italy | Enterprise, Fintech | Convertible Note, Debt, Early Stage, Late Stage | cdpventurecapital.it |
 CIC Private Debt | France | Not listed | Debt | cic-privatedebt.eu |
 Clean Energy Venture Group | United States | Not listed | Debt | cevg.com |
 Columbia Lake Partners | United Kingdom | Not listed | Debt | clpgrowth.com |
 Cove Fund | United States | Fintech, SaaS | Debt, Seed | covefund.com |
 DBL Partners | United States | Not listed | Debt | dbl.vc |
 DvH Ventures | Germany | Not listed | Debt | dvhventures.de |
 eco.business Fund | Luxembourg | Not listed | Debt | ecobusiness.fund |
 Essex Woodlands Healthcare Partners | United States | Not listed | Debt | ewhealthcare.com |
 ff Venture Capital | United States | AI & ML, Big Data & Analytics, Cloud, Consumer | Debt, Pre-Seed, Seed, Series A | ffvc.com |
 Fin Capital | United States | Enterprise, Fintech, SaaS | Debt, Pre-Seed, Seed | fin.capital |
 First Drop Ventures | United States | AI & ML, Agriculture, DTC, Fintech | Debt, Pre-Seed, Seed | firstdrop.co |
 Flashpoint | United Kingdom | Enterprise, SaaS | Debt, Series A | flashpointvc.com |
 Force Over Mass Capital | United Kingdom | AI & ML, Big Data & Analytics, Cloud, Consumer | Debt, Pre-Seed, Seed, Series A | fomcap.com |
 Founders Fund | United States | AI & ML, Big Data & Analytics, Consumer, Developer Tools | Debt, Early Stage, Late Stage, Pre-Seed | foundersfund.com |
 FreshTracks Capital | United States | Enterprise, Marketplace, SaaS | Debt, Pre-Seed, Seed | freshtrackscap.com |
 FW Capital | United Kingdom | Not listed | Debt | fwcapital.co.uk |
 Game Seer Venture Partners | Germany | Gaming | Debt, Pre-Seed | game-seer.com |
 Gayo Capital | Singapore | Not listed | Debt | gayo.capital |
 Genesis Alternative Ventures | Singapore | Not listed | Debt | genesisventures.co |
 growX ventures | India | AI & ML, Climate & Sustainability, Cybersecurity, Deep Tech & Hard Science | Debt, Pre-Seed, Seed | growxventures.com |
 HealthX Ventures | United States | Not listed | Debt, Late Stage | healthxventures.com |
 Hearst Ventures | United States | Not listed | Debt | hearst.com |
 Heritage Group | United States | Not listed | Debt | heritagegroupusa.com |
 Hudson Structured Capital Management | United States | Not listed | Debt | hscm.com |
 Hyde Park Venture Partners | United States | Enterprise, Fintech, Marketplace, SaaS | Debt, Pre-Seed, Seed, Series A | hydeparkvp.com |
 IDB Invest | United States | Not listed | Debt | idbinvest.org |
 Ideosource VC | Indonesia | Not listed | Debt | ideosource.com |
 IFC Venture Capital Group | United States | Enterprise, Fintech, SaaS | Debt, Seed | ifc.org |
 Illumina Ventures | United States | Not listed | Debt, Early Stage, Late Stage, Seed | illuminaventures.com |
 InMotion Ventures | United Kingdom | Enterprise, Fintech | Debt, Seed | inmotionventures.com |
 Invest Nebraska | United States | Agriculture, Fintech, Health & Wellness, Marketplace | Debt, Pre-Seed, Seed | investnebraska.com |
 K5 Global | United States | Not listed | Debt, Early Stage, Late Stage, Seed | k5global.com |
 Kairos Ventures | United States | Enterprise | Debt, Seed | kairosventures.com |
 Koch Disruptive Technologies | United States | Not listed | Debt | kochdisruptivetechnologies.com |
 Kreos Capital | United Kingdom | Fintech, SaaS | Debt, Seed | kreoscapital.com |
 Lateral Frontiers | United States | Enterprise, Fintech, Marketplace | Debt, Seed | lateralfrontiers.com |
 Left Lane Capital | United States | Consumer, Crypto & Blockchain, E-Commerce, Education | Debt, Pre-Seed, Seed | leftlanecap.com |
 Life.SREDA | Singapore | Not listed | Debt | sreda.vc |
 Longitude Capital | United States | Not listed | Debt | longitudecapital.com |
 Madison Capital Funding | United States | Not listed | Debt | mcfllc.com |
 Magma Partners | United States | Consumer, Cybersecurity, DTC, Education | Debt, Pre-Seed, Seed, Series A | magmapartners.com |
 MBG Baden Wuerttemberg | Germany | Not listed | Debt | mbg.de |
 Mercia Asset Management | United Kingdom | Not listed | Debt | mercia.co.uk |
 Meridian Street Capital | United States | AI & ML, Deep Tech & Hard Science, Diagnostics, Health & Wellness | Debt, Pre-Seed | meridianstreetcapital.com |
 Method Capital | United States | Not listed | Debt | method.capital |
 Mouro Capital | United Kingdom | Fintech | Debt, Seed | mourocapital.com |
 MVM Life Science Partners | United Kingdom | Not listed | Debt | mvm.com |
 Next Coast Ventures | United States | Consumer, DTC, Enterprise, Fintech | Debt, Pre-Seed, Seed | nextcoastventures.com |
 NEXT Frontier Capital | United States | Enterprise, Fintech, SaaS | Debt, Late Stage, Seed | nextfrontiercapital.com |
 nfinitiv funding | Luxembourg | Not listed | Debt | nfinitiv.com |
 Novel Capital | United States | Not listed | Debt | novelcapital.com |
 Oak HC/FT | United States | Fintech | Debt, Early Stage, Late Stage, Seed | oakhcft.com |
 Oberland Capital | United States | Not listed | Debt | oberlandcapital.com |
 Omnes Capital | France | Not listed | Debt | omnescapital.com |
 Open Prairie | United States | Not listed | Debt | openprairie.com |
 OpenView | United States | SaaS | Debt, Growth | openviewpartners.com |
 Patron Capital Partners | United Kingdom | Not listed | Debt | patroncapital.com |
 Pershing Ventures | United States | Not listed | Debt | pershingventures.com |
 Plaza Ventures | Canada | Not listed | Debt | plaza.ventures |
 Plexus Capital | United States | Not listed | Debt | plexuscap.com |
 Riverside Acceleration Capital | United States | Enterprise, Fintech | Debt, Seed | riverside.ac |
 Rosecliff Ventures | United States | AI & ML, Cloud, Cybersecurity, Deep Tech & Hard Science | Debt, Pre-Seed, Seed | rosecliff.com |
 Sageview Capital | United States | Not listed | Debt | sageviewcapital.com |
 Salveo Capital | United States | Not listed | Debt | salveocapital.com |
 Saturn Five | United States | Not listed | Debt | saturnfive.com |
 Second Alpha Partners | United States | Not listed | Debt | secondalpha.com |
 Signia Venture Partners | United States | Big Data & Analytics, Enterprise, Fintech, Marketplace | Debt, Pre-Seed, Seed | signiaventurepartners.com |
 Social Ventures Australia | Australia | Not listed | Debt | socialventures.com.au |
 StartGreen Capital | Netherlands | AI & ML, Climate & Sustainability, Cybersecurity, E-Commerce | Debt, Pre-Seed, Seed | startgreen.nl |
 Stony Lonesome Group | United States | Not listed | Debt | stonylonesomegroupllc.com |
 Summit Action | United States | Audio Technology, Biotech, Developer Tools, Fintech | Debt, Pre-Seed, Seed | summitaction.com |
 Sutter Hill Ventures | United States | AI & ML, Big Data & Analytics, Consumer, Enterprise | Debt, Pre-Seed, Seed | shv.com |
 SV Health Investors | United States | Biotech | Debt, Pre-Seed | svhealthinvestors.com |
 SVB Capital | United States | Enterprise, Fintech, Marketplace | Debt, Pre-Seed, Seed | svb.com |
 TCP Venture Capital | United States | Not listed | Debt | tcp.vc |
 TEDCO | United States | Not listed | Debt | tedcomd.com |
 Third Sphere | United States | AI & ML, Agriculture, Climate & Sustainability, Construction | Debt, Early Stage, Pre-Seed, Seed | thirdsphere.com |
 Thomvest Ventures | United States | Fintech, SaaS | Debt, Late Stage, Seed | thomvest.com |
 Uncorrelated Ventures | United Kingdom | Enterprise, SaaS | Debt, Seed | uncorrelated.com |
 UpHonest Capital | United States | AI & ML, Big Data & Analytics, Cloud, Consumer | Debt, Pre-Seed, Seed, Series A | uphonestcapital.com |
 Vanterra Capital | United States | Not listed | Debt | vanterra.com |
 Vector Capital | United States | Not listed | Debt | vectorcapital.com |
 Vx Capital Partners | United States | Not listed | Debt | vxcapital.com |
 Western Technology Investment | United States | AI & ML, Advertising, Biotech, Climate & Sustainability | Debt, Pre-Seed, Seed | westerntech.com |
 WISC Partners | United States | Agriculture, Healthcare, Industrial, Internet & Mobile | Debt | wiscpartners.com |
 WndrCo | United States | Not listed | Debt, Late Stage, Seed | wndrco.com |
 Working Capital | United States | Not listed | Debt | workingcapitalfund.com |
 WP Global Partners | United States | Not listed | Debt | wpglobalpartners.com |
 XRC Ventures | United States | AR & VR, Consumer, DTC, E-Commerce | Debt, Pre-Seed, Seed | xrcventures.com |
 Outpost Ventures | United States | AI & ML, Big Data & Analytics, Cybersecurity, Deep Tech & Hard Science | Debt, Pre-Seed, Seed | outpostventures.vc |
Build an outreach list that fits your company
Confirm how the firm defines Debt and what traction, round size, and ownership it expects. Labels vary, so discuss the specific funding requirement rather than relying only on a stage tag.
- Check the mandate. Confirm sector, stage, geography, check size, and whether the firm leads or follows rounds.
- Find the relevant partner. Read current team profiles and recent investments before asking for an introduction.
- Make the fit specific. Explain your product, customer evidence, round size, and why this firm is a match.
- Use the correct submission route. A general office contact may not accept investment pitches. Look for a current pitch form or a partner’s published instructions.
Keep exploring
UNUnited Kingdom↗
16 Debt VC firms in United Kingdom
UNUnited States↗
113 Debt VC firms in United States
AUAustralia↗
30 VC firms in Australia
BEBelgium↗
17 VC firms in Belgium
BRBrazil↗
31 VC firms in Brazil
CACanada↗
77 VC firms in Canada
How these guides are compiled. Directory labels may include source-list classifications. Confirm current activity and investment preferences directly with the firm.