3i Member Spotlight

From the Financial Crisis to a Real Estate Empire with Greg Friedman, Founder & CEO of Peachtree Group

Greg Friedman is the Founder and CEO of Peachtree Group, a real-estate investment firm focused on acquisitions, development, and lending across commercial real estate with a strong hospitality footprint. Since launching Peachtree in 2007, Greg has overseen more than $11 billion in real-estate investments and built one of the country’s most active private-credit and loan-acquisition platforms. He has been a 3i Member since 2024.  Listen to the episode to hear: * How Greg launched Peachtree on the eve of the 2008 financial crisis and turned it into an advantage * The firm’s philosophy of identifying “mispriced risk” and moving faster than banks * Peachtree’s expansion into film financing, tax-credit strategies, and other adjacent ventures Learn more about 3i Members [https://3imembers.com/] at 3imembers.com and follow us on LinkedIn [https://www.linkedin.com/company/3imembers] for updates.

The Pioneer of Fintech: How Mitch Caplan Built the First Branchless Bank and Transformed E‑Trade into a Digital Powerhouse

Mitch Caplan brings over 30 years of experience leading innovation across the financial‑services industry. He co-founded Telebanc, the first branchless bank in the U.S., and scaled it from $50 M to $5 B in assets before striking a $1.8 B sale to E‑Trade that was negotiated and announced in just nine days. The deal formally closed the following January. He then served as CEO of E‑Trade, cutting $1 B in costs, and building one of the first fully integrated online financial platforms.  Caplan later served as CEO of Jefferson National, where he launched a tech‑enabled, low‑cost tax‑deferred investment platform that was ultimately acquired by Nationwide. Today, he is President of Tarsadia, a $2 B+ investment firm where he oversees strategy and investments across fintech, healthcare, technology, and real estate. Most recently, he was named interim CEO of Yieldstreet, where he also serves as Chairman of the Board. Mitch has been a 3i Member since 2023.  In this episode:  • How Mitch built the first branchless bank, and why it worked when regulators said it wouldn't  • The story behind the $1.8 B E‑Trade deal, and how it was negotiated and announced in just nine days  • Why most fintechs fail, and what Mitch looks for in companies built to last  Learn more about 3i Members at 3imembers.com and follow us on LinkedIn for updates.

Building Businesses at Facebook (now Meta) with Benji Shomair, Former VP of Commerce Business at Meta

Benji Shomair is an entrepreneurial operator and investor who spent over a decade at Facebook (now Meta), where he built and scaled multiple billion-dollar global businesses across ads, messaging, and commerce. Most recently, he served as VP of Commerce Business at Meta, leading the commerce experiences team and shaping how billions of users engage with shopping on Facebook and Instagram. Benji has had a front-row seat to the evolution of digital platforms— scaling Facebook’s ads business globally, turning messaging into a powerful sales engine, and helping brands adapt to a content-driven commerce world. Benji has been a 3i Member since 2024. In this episode, hear about: • How “following the customer” helped inform the development of new products and business at Facebook (now Meta)  • How messaging became the go-to sales channel for SMBs globally • Why content is the new storefront—and what brands must do to stay relevant

The Art of the Name: The Man Behind Swiffer, BlackBerry & Lucid—and 100+ Iconic Brands, with David Placek, President & Founder of Lexicon Branding

What do BlackBerry, Swiffer, Impossible Burger, Sonos, and Febreze have in common? They were all named by one man—David Placek, founder of Lexicon Branding, the agency behind more than 100 iconic brand names. Fast Company calls Lexicon “the most envied branding agency in the world.” A 3i Member since 2024, David has spent decades naming companies—from Silicon Valley startups to global giants like Apple and Coca-Cola—craft the language that defines their brands. He also lectures on creativity at Stanford GSB and UC Berkeley Haas, advises startups, and runs River Lane Vineyard in Sonoma. In this episode, David sits down with Mark Gerson to reveal the surprising stories behind some of the world’s most recognizable names—and why the best ideas often come from unexpected places. He explains: • How Lexicon’s three-team system helps spark creativity through controlled chaos • The strategy behind names like Impossible, PowerBook, and Dasani • Why the sound of a name matters just as much as its meaning • How risk, discomfort, and even polarization signal a name that has real power • What entrepreneurs often get wrong when naming their company or product

Proptech, AI, and Building to Exit in 11 Months with Ankur Bansal, President of HomeLight Inc.

A 3i Member since 2024, Ankur Bansal is the President of HomeLight Inc. He brings over a decade of experience as a founder, operator, and investor in the technology space. Ankur began his career in private equity before launching SnapSaves, a receipt-scanning cashback app that was acquired by Groupon in just 11 months. He later served as a founding executive at SnapTravel (now Super.com [http://super.com/]), where he helped scale the business from inception to over $175 million in revenue in just two years. In this episode, Ankur talks about:  • Lessons from building and exiting SnapSaves in under 12 months  • Opportunities and emerging trends in proptech—and where the space is heading  • How AI is already reshaping mortgage operations and real estate workflows  • Why product-market fit is a spectrum—and how entrepreneurs should think about raising capital