| AcousticaBio | Biotechnology | $2,000–$10,000 | |
| Compound fka Alternativ | Financial Technology | $2,000–$10,000 | |
| Amazon Corporate Bond | E-Commerce · Corporate bond | $10,001–$100,000 | |
| VARAI fka Answerable | Crowdsource platform | $2,000–$10,000 | |
| Artes Capital Fund I LLC | Mortgage Pool · CA LLC | $10,001–$100,000 | |
| Barclays PLC | Financial · Corporate Bond | $10,001–$100,000 disposed 2025-12-31 | |
| Cogito | Artificial Intelligence | $2,000–$10,000 disposed 2025-12-31 | |
| Electric Era | EV technology | $2,000–$10,000 | |
| Everlaw | Document Management | over $1,000,000 | |
| Grid Matrix | Technology | $10,001–$100,000 | |
| Grubb RE Fund VII LLC | Real Estate · LLC | $10,001–$100,000 | |
| Grubb Southeast RE Fund VI LLC | Real Estate · LLC | $10,001–$100,000 | |
| Honeycomb fka iFundWomen | Business Funding | $2,000–$10,000 | |
| Keystone Private Income Fund | Alternative Credit · Income Fund | $100,001–$1,000,000 | |
| Niftify | NFT Trading Exchange | $2,000–$10,000 disposed 2025-12-31 | |
| Pasadena Angels Fund II | Investing · Investment Pool | $10,001–$100,000 | |
| Pasadena Angels Fund III | Investing · Investment Pool | $10,001–$100,000 | |
| Pender Real Estate Credit Fund | Real Estate · Mortgage Pool | $100,001–$1,000,000 | |
| Private Mortgage FD, Inc. | Mortgage Pool · CA LLC | $10,001–$100,000 | |
| Scholarshare | 529 Savings · 529 Savings | $100,001–$1,000,000 | |
| Scholarshare | 529 Savings · 529 Savings | $10,001–$100,000 disposed 2025-12-31 | |
| Single Pass, Inc. | Medical Devices | $2,000–$10,000 | |
| Stormfield RE Income Fund LP | Mortgage Pool · Mortgage Pool | $100,001–$1,000,000 | |
| Switch | Technology | $2,000–$10,000 | |
| Wells Fargo & Co Stip 30 | Financial · Corporate Bond | $10,001–$100,000 | |