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BUILDING THE CONNECTIVE TISSUE OF THE FRONTIER TECH ECOSYSTEM.

OVERLAP HOLDINGS IS A VENTURE FIRM WITH A UNIQUE BUSINESS MODEL.

We INVEST in world-class, world-positive frontier tech startups.

We CONNECT frontier tech startups to their ideal financing partners across both debt and equity.

Our approach enables the flow of additional capital and resources into the ecosystem and accelerates the pace of positive technological change.

We’re more than just a venture investor—we’re building the connective tissue of the frontier tech ecosystem.

The frontier tech funding market is highly inefficient.

• Companies are capital-intensive and face numerous Valleys of Death as they scale
• VCs find themselves inundated with noise
• Founders don’t have enough supportive infrastructure

This is a shame for society—and an opportunity for investors.

We’re here to help.

We seek to deliver capital to, and reduce the pain points of, startups focused on creating new frontier technologies.

By making it easier for these companies to survive and prosper, our work drives significant value in terms of both profit and societal impact.

OUR SOLE FOCUS IS FRONTIER TECH.

• A sector with massive potential to change the world for the better
• We see an underserved, compelling contrarian investment opportunity
• We provide capital, connections, and wisdom to companies making truly innovative discoveries in sectors such as Climate, Life Science, Materials Science, Space, and Robotics

Climate tech

MEET THE TEAM

Our founder’s deep experience: Wall Street to Silicon Valley.

• 18+ YEARS TENURED SENIOR PARTNER at Apollo Global Management

• SIGNIFICANT EXPERIENCE in financial structuring and investment management

• SAT ON THE BOARDS OF DIRECTORS of numerous large public and private companies

• PLAYED KEY ROLES in the establishment of Apollo’s Impact Investing platform and the firm’s initial climate strategy

• INVESTED IN, ADVISED, BUILT, AND PROVIDED OVERSIGHT to organizations ranging from early-stage frontier tech startups to large, publicly traded companies

• DEEP RELATIONSHIPS across a wide array of fields, including finance, industry, government, foundations, and NGOs

• ACTIVE INVESTOR in frontier tech alongside numerous top-tier, widely known VCs and specialty niche VCs with strong areas of core competency

Justin Stevens is Registered Representative of BA Securities, LLC. Member FINRA SIPC. Please review important Additional Disclaimers.

Justin Stevens

Founder + CEO

Our team brings decades of expertise and connections in the worlds of finance, entrepreneurship, media, and frontier tech.

Gauri Jaswal

Is an Associate at Overlap Holdings, where she is responsible for building out key tools to manage relationships and empower the firm’s Investing and Connecting businesses. She has extensive experience in frontier tech venture capital, having been the first hire at Conscience VC, where she helped build out operations, sourcing, and the firm’s investment process. Prior to that, she worked at dlab, an SOSV accelerator, and Outlier Ventures, a VC firm dedicated to investing in the emerging web3 ecosystem. She holds a degree in Economics from Yale University. Outside of work, Gauri is a digital nomad and enjoys traveling the world and exploring new places. Next stop: Croatia.

Rob Morelli

Is the Chief Operating Officer of Overlap Holdings. He began his career at UBS Investment Bank, where he rose to become Head of Syndicate and Structuring for the firm’s Residential Mortgage and Asset-Backed Structured Products business. In 2009, Rob left UBS to co-found his first business, the financial advisory firm Sirona Advisors, which focused on the valuation and trading of highly structured, illiquid residential mortgage-backed securities. After Sirona, Rob co-founded his first technology company, Villij—which was a precursor to HomeKeepr, a marketplace for home service pros powered by millions of individual referrals from local real estate agents. HomeKeepr was acquired in 2021. Rob holds a Bachelor of Science degree from Cornell University. He is the proud father of two amazing daughters, which means that 100% of his spare time is spent driving to and from practices and rehearsals—and he wouldn't change a thing.

Irene Edwards

Is the Chief Communications Officer / Head of Investor Relations at Overlap Holdings. She spent 20 years in legacy media as a magazine editor at Condé Nast, Time Inc., and American Express Publishing, and helped launch various media startups in San Francisco, before pivoting to lead comms initiatives at international orgs with a world-positive mission. Most recently, Irene served as Head of Communications at MAD, a global nonprofit at the intersection of food systems and hospitality founded by Chef René Redzepi of Restaurant Noma. She is a graduate of Northwestern University’s Medill School of Journalism. Irene recently moved with her family from Copenhagen, Denmark, to the eastern end of Long Island. Thanks to her time living in one of the great bicycle capitals of Europe, she still prefers to get around on two wheels.

OUR INVESTING BUSINESS

We invest alongside top institutional VCs in outstanding early-stage frontier tech companies (Seed, A, and B rounds).

We bring value-added connections, knowledge, and capital to the companies and VCs we work with.

We serve as a knowledgeable and trusted thought partner throughout the fundraising process and beyond.

Founders love working with us

Overlap-Holdings-Founders-Diedrik-Vermeulen-Portrait

“Overlap’s introductions across the worlds of debt and equity capital have been instrumental in helping us make critical decisions about how we scale. Their strategic guidance in fundraising, growth, and comms continue to add long-term value.”

Diedrik Vermeulen

Co-Founder and CEO

SiPhox Health (Y Combinator alum; latest round led by Khosla Ventures and Intel Capital)

Overlap-Holdings-Founders-Joe-Rodden-portrait

“The strategy that Overlap is building out is as founder-focused as it gets. We love having them as an investor and are excited about the knowledge and resources they’re bringing to the ecosystem.”

Joe Rodden

Co-Founder and CEO

Lydian Labs (latest round led by Union Square Ventures)

Overlap-Holdings-Founders-Osahon-Ojeag-portrait

“Justin Stevens brings a level of sophistication you can’t find in a traditional VC. Each connection has yielded magnitudes of value: a situation in which the whole has exceeded the sum of the parts.”

Osahon Ojeaga

Co-Founder and CEO

Aja Labs (IndieBio alum; latest round led by Impact America Fund)

Overlap-Holdings-Founders-Rebecca-Hu-portrait

“Overlap has been one of Glacier’s consistent thought partners in fundraising strategy, helping us navigate various challenges and make key connections. They are truly dedicated to shaping companies’ success.”

Rebecca Hu

Co-Founder and CEO

Glacier (latest round led by NEA)

These endorsements were provided by personnel of companies introduced, connected with, or otherwise serviced by Overlap or members of the Overlap team (“Overlap Partners”), and were not given or provided for in exchange for cash or non-cash compensation. However, certain Overlap Partners may have an incentive to provide positive feedback as a result of their ongoing business relationship between Overlap and the Overlap Partners.

OUR CONNECTING BUSINESS

Through our affiliated Broker-Dealer business, we connect world-class frontier tech companies that have bespoke capital needs to their relevant financing sources. For more details, please click here.

Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Overlap and BA Securities, LLC are separate, unaffiliated entities. Please review important Additional Disclaimers with respect to investments or offerings facilitated by BA Securities, LLC.  

NEWS + RESOURCES

Through the sharing of ideas we’re excited about, we seek to build common understanding and community among the disparate worlds of traditional investing and venture capital, corporate finance, and frontier tech. READ MORE