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Socially Financed
Socially Financed is an SEC-registered investment adviser with its headquarters in Chatham, NJ. It provides investment advice to clients. The firm is based in...
Socially Financed
Socially Financed is an SEC-registered investment adviser with its headquarters in Chatham, NJ. It provides investment advice to clients. The firm is based in New Jersey.
General information
Firm type
Venture Capital
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chatham
Corporate office
Chatham, NJ, United States
Principals
Albert Cheng
Founder
Stephen Sikes
Founder
Aaron Larue
Founder
Sector focus
Frequently asked questions
Who makes investment decisions at Socially Financed?
The founding partners — Albert Cheng, Stephen Sikes, and Aaron Larue — lead investment decisions, drawing on their operating backgrounds at SoFi, Public.com, Zillow, and Duolingo. They also incorporate feedback from the broader membership network of fintech operators and founders. The specific investment committee structure is not publicly detailed.
Is Socially Financed affiliated with SoFi?
No. The firm explicitly states on its website that 'Socially Financed has no affiliation with Public Holdings Inc, Open to the Public Investing Inc, Social Finance, Inc (SoFi) or any subsidiary or related entity.' The founders are former SoFi employees, and the name reflects that shared professional history, but there is no corporate, financial, or legal tie.
How does the firm source its deals?
Deal flow originates primarily from the firm's membership network of fintech operators, alumni of SoFi and other technology companies, and co-investors. The firm operates a Slack community and syndicate that surface early-stage opportunities, with founding partners and members providing referrals and due diligence input.
What structure does Socially Financed use to invest?
The firm offers two investment paths: a venture fund and a syndicate. Both are open only to accredited investors. The syndicate allows members to participate in individual deals, while the fund pools capital for a portfolio of early-stage fintech and technology startups.
Which investment stages does Socially Financed target?
The firm focuses on early stage, including seed and startup phases. The portfolio and network materials point to pre-seed through Series A commitments, often alongside institutional venture funds such as QED Investors, Founders Fund, and Gradient Ventures.
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