Morgan Stanley Tactical Value
VC Fund
New York, United States
Morgan Stanley Tactical Value is a VC fund in New York focused on FinTech and Financial Services. Morgan Stanley Tactical Value makes opportunistic private, long-term, and likely illiquid investments across all asset classes and across the capital structure. They are focused on providing nimble, opportunistic capital that can invest across asset classes, industries, and locations in shifting market circumstances.
- Total investments:
- 17
- Last investment:
- Lead investor:
- 65%
Last updated:
For AI agents: llms.txt
Industries Morgan Stanley Tactical Value invests in
FinTechFinancial ServicesInformation TechnologySoftwareAnalytics
Stages Morgan Stanley Tactical Value invests in
Series BSeries EPrivate EquityVenture - Series UnknownSeries A
Countries Morgan Stanley Tactical Value invests in
United StatesMexicoSouth Korea
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Investment Focus
Industry
- FinTech 3 (18%)
- Financial Services 3 (18%)
- Information Technology 3 (18%)
- Software 2 (12%)
- Analytics 2 (12%)
Stage
- Series B 2 (12%)
- Series E 2 (12%)
- Private Equity 2 (12%)
- Venture - Series Unknown 2 (12%)
- Series A 1 (6%)
Country
- United States 9 (53%)
- Mexico 1 (6%)
- South Korea 1 (6%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
James Gorman
CEO
|
CEO | Total investments: 0 | Find email |
Investments
| Company | Description | Round | Links |
|---|---|---|---|
Human Interest
|
Human Interest is a 401(k) provider that makes it easy for small and medium-sized businesses to help their employees save for retirement.The company built an end-to-end technology to solve administrative and compliance problems for small and medium-sized businesses. It also offers easy and affordable employee retirement plans and helped thousandsof businesses across America to offer retirement accounts to their employees.In 2015, the San Francisco, California-headquartered company was formed by Paul Sawaya and Roger Lee. | $100M / Venture - Series Unknown / Oct 31, 2025 | |
Clip
|
Clip is the leading commerce and digital payment platform that is empowering businesses in Mexico to interact and transact with its consumers more effectively through innovative technologies, best-in-class customer service, and the ability to accept all payment methods digitally. | $100M / Series D / Jun 18, 2024 | |
|
Clip
|
Clip is the leading commerce and digital payment platform that is empowering businesses in Mexico to interact and transact with its consumers more effectively through innovative technologies, best-in-class customer service, and the ability to accept all payment methods digitally. | $100M / Venture - Series Unknown / Jun 18, 2024 | |
Buyers Edge Platform
|
Buyers Edge Platform is your data driven foodservice supply chain, contracting and purchasing partner. It is a purchasing network of tech-enabled GPOs, Saas companies and supply chain consultants that create unparalleled efficiency and new value in the foodservice channel. | $425M / Private Equity / Apr 08, 2024 | |
Korea Credit Data
|
Korea Credit Data provides essential services for merchants in Korea including business management, customer analysis, POS and payment services as well as marketplace platform. KCD and its six subsidiaries currently serve more than two million businesses in Korea. KCD aims to resolve issues a business owner faces from the beginning to end of hisbusiness life. To this end, KCD expands its business areas to include payment(Korea Payment Networks), POS(IMU), and credit bureau(Korea Credit Service) which obtained a CB license for the first time in 17 years.KCD made strong strategic partnerships with industry leading companies and built a high entry barrier; the company raised $220M+ from Temasek(Pavilion Capital), Morgan Stanley(Tactical Value), Kakao(No.1 mobile platform in Korea), KB Kookmin Bank(No.1 retail bank in Korea), Hanwha Life Insurance, Shinhan Card(No.1 credit card company in Korea), Dunamu(No.1 cryptocurrency exchange in Korea 'Upbit'), GS Holdings(No.1 CVS in Korea 'GS25'), Fiserv(the largest non-bank merchant acquirer) and more. | $74.3M / Series E / Aug 24, 2023 | |
INRIX
|
INRIX pioneered the intelligent mobility category by transforming big data from connected devices and vehicles into mobility insights. This revolutionary approach enabled INRIX to become one of the leading providers of data and analytics on how people move around the world. INRIX provides cities and road authorities with a leading on-demandanalytics platform for making data-driven decisions and managing mobility to keep the world moving smarter, safer, and more efficiently. Financial services use INRIX for global insights into consumer trends, supply chain health, forecasting revenue, manufacturing activity, and macro trends. By empowering cities, businesses, and people with valuable insights, INRIX is helping to improve mobility from the first mile to the last. With partners and solutions spanning across the entire mobility ecosystem, INRIX is uniquely positioned at the intersection of technology and transportation – whether it is keeping drivers safe, improving traffic signal timing, optimizing the last mile, understanding complex supply chains, or helping a business expand their retail footprint. Founded in 2005, the company is headquartered in Kirkland, Washington, United States. | $70M / Debt Financing / Aug 08, 2023 | |
|
INRIX
|
INRIX pioneered the intelligent mobility category by transforming big data from connected devices and vehicles into mobility insights. This revolutionary approach enabled INRIX to become one of the leading providers of data and analytics on how people move around the world. INRIX provides cities and road authorities with a leading on-demandanalytics platform for making data-driven decisions and managing mobility to keep the world moving smarter, safer, and more efficiently. Financial services use INRIX for global insights into consumer trends, supply chain health, forecasting revenue, manufacturing activity, and macro trends. By empowering cities, businesses, and people with valuable insights, INRIX is helping to improve mobility from the first mile to the last. With partners and solutions spanning across the entire mobility ecosystem, INRIX is uniquely positioned at the intersection of technology and transportation – whether it is keeping drivers safe, improving traffic signal timing, optimizing the last mile, understanding complex supply chains, or helping a business expand their retail footprint. Founded in 2005, the company is headquartered in Kirkland, Washington, United States. | $70M / Debt Financing / Aug 08, 2023 | |
Kyntra Bio
|
FibroGen is a research-based biotechnology company using its expertise in connective tissue growth factor (CTGF) and hypoxia-inducible factor (HIF) biology to discover, develop, and commercialize novel therapeutics for serious unmet medical needs. The company applies its pioneering expertise in hypoxia-inducible factor (HIF), connective tissuegrowth factor (CTGF) biology, and clinical development to advance innovative medicines for the treatment of anemia, fibrotic disease, and cancer.FibroGen's product Roxadustat is an oral small-molecule inhibitor of HIF prolyl hydroxylase activity in worldwide Phase 3 clinical development for the treatment of anemia in chronic kidney disease (CKD), with a New Drug Application currently under review in China by the State Drug Administration or SDA (formerly the China Food and Drug Administration). | Post-IPO Debt / May 01, 2023 | |
Avelo Airlines
|
Avelo Airlines offers customers time and money-saving convenience, low everyday fares, and a smooth and caring experience through its Soul of Service culture. Avelo Airlines operates a fleet of Boeing Next-Generation 737 aircraft and currently serves 27 popular destinations across the U.S., including its three bases at Los Angeles' HollywoodBurbank Airport (BUR), Southern Connecticut's Tweed-New Haven Airport (HVN), and Orlando International Airport (MCO). | $42M / Series B / Jan 06, 2022 | |
Securitize
|
Securitize is modernizing capital markets by enabling digital securities, making it easier for eligible investors to own, manage, and trade digital securities within designated capital markets for equity, funds, fixed income, and real estate. Securitize is the only SEC Registered Transfer Agent integrated with multiple regulated US-basedmarketplaces with a working protocol and live issuers. The company also offers KYC/AML and capital management services. Securitize, Inc. is not a registered broker-dealer and does not make any endorsement of offerings. | $48M / Series B / Jun 21, 2021 | |
| See all 17 investments → | |||
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FAQ
What does Morgan Stanley Tactical Value invest in?
Morgan Stanley Tactical Value invests primarily in FinTech, Financial Services and Information Technology startups, most often at Series B and Series E stage. Most of the 17 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Morgan Stanley Tactical Value?
Public channels for Morgan Stanley Tactical Value include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Who are the partners at Morgan Stanley Tactical Value?
The team at Morgan Stanley Tactical Value includes James Gorman (CEO). The Team section lists each member with their title, investment count and links.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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