MORE THAN A FUND—

A true partnership

Our portfolio reflects our commitment to innovation and transformation. We partner with founders who want to make everyone’s lives better — who dream bigger, dare to disrupt, and are determined to redefine the future by unlocking new possibilities.

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FOUNDERS
Alexandra Mysoor
Hugh Tamassia
DATE INVESTED
2023
FOUNDED
2022
FIRST ROUND
Seed
"Navigating estate settlement is complex and emotionally taxing. Alix simplifies this journey, providing comprehensive, expert-led services that handle the details, allowing families to focus on healing."

Alix is transforming the estate settlement process through its AI-powered platform. After experiencing firsthand the challenges of settling a loved one's affairs, Alexandra was inspired to create a solution that alleviates the administrative burden during times of grief. Alix offers a range of services, including locating insurance accounts, notifying government agencies, managing loans and accounts, and transferring property titles. By integrating technology with compassionate support, Alix ensures that every action aligns with the wishes of the deceased, providing peace of mind to families during difficult times.

ENTERPRISE
FOUNDERS
Nate Den Herder
DATE INVESTED
2020
FOUNDED
2019
FIRST ROUND
Series A
“Mortgage servicing rights are an asset that no servicer wants to lose, and certainly not before their projected timeline.”

Den Herder founded Ardley in 2019. He is responsible for introducing technology that allows servicers to transition from reactive portfolio management to proactive portfolio optimization.


Ardley's technology platform was used to structure over 6 million deals in 2023. The company's platform helps servicers with retention strategies and finding new deals. Ardley's subscription price is meant to be kept as low as possible, and the company gets paid on closed loans.

ENTERPRISE
FOUNDERS
Isaiah Granet
DATE INVESTED
2024
FOUNDED
2023
FIRST ROUND
Seed
"In today's fast-paced business environment, efficient communication is paramount. Bland AI ensures your enterprise never misses a beat, handling calls with precision and a human touch."

Founded in 2023, Bland AI is revolutionizing enterprise communication by automating phone calls through hyper-realistic AI agents. Their platform enables businesses to create, test, and deploy AI phone agents that handle customer support, sales, and internal operations with human-like interactions. In 2024, Bland AI's technology facilitated millions of calls, enhancing customer engagement and operational efficiency. With a commitment to affordability, Bland AI offers services at $0.09 per connected call minute, ensuring cost-effective solutions for enterprises of all sizes.

FINTECH
FOUNDERS
Steve Chen
DATE INVESTED
2022
FOUNDED
2020
FIRST ROUND
Series A
"Financial confidence is an asset no one should go without, and we’re here to help you get it, step by step."

Boldin was founded with a mission to simplify retirement planning and financial wellness. Their platform goes beyond standard financial tools, offering personalized strategies that support individuals from savings to spending to estate planning. In 2023, Boldin’s platform served over a million users, providing actionable insights and customized plans that promote financial growth and peace of mind. Boldin keeps pricing accessible, and their financial planning tools provide as much or as little support as users need.

INSURTECH
FOUNDERS
Ian Jeffrey
Arach Tchoupani
Sebastien Malherbe
Jean-Nicholas Hould
DATE INVESTED
2019
FOUNDED
2017
FIRST ROUND
Seed
FOUNDERS
Landon Fielding
DATE INVESTED
2022
FOUNDED
2019
FIRST ROUND
Series A
"Navigating employee benefits shouldn't be a maze. At Brite, we illuminate the path, ensuring clarity and confidence in every benefits decision."

Founded in 2019 by Ben Hale, Landon Fielding, Colton Shields, and Jake Parkinson, Brite is dedicated to simplifying the complexities of employee benefits. Their innovative platform empowers HR teams, brokers, and carriers to create personalized, digital benefits guides and decision support tools, enhancing employee understanding and engagement. By 2024, Brite's solutions have reached over 2 million employees, streamlining benefits education and communication across various industries. Committed to affordability and efficiency, Brite offers scalable solutions that adapt to organizations of all sizes, ensuring a seamless benefits experience for all stakeholders.

ENTERPRISE
FOUNDERS
Peter Piatetsky
Julian Vasilkoski
DATE INVESTED
2023
FOUNDED
2019
FIRST ROUND
Seed
"In the fight against financial crime, accurate and timely data is paramount. At Castellum.AI, we empower organizations to stay ahead, ensuring compliance with confidence."

Founded in 2019 by CEO Peter Piatetsky and CTO Julian Vasilkoski, Castellum.AI is dedicated to democratizing financial crime compliance. Their platform offers comprehensive screening solutions covering sanctions, politically exposed persons (PEPs), adverse media, and beneficial ownership, all updated every five minutes. In 2023, Castellum.AI's technology enabled compliance teams to reduce false positives by 80%, streamlining workflows and enhancing accuracy. Committed to accessibility, they provide a permanent free tier and scalable enterprise solutions, ensuring organizations of all sizes can effectively manage compliance challenges.

FOUNDERS
Peter Teresi
Rob Blanchette
DATE INVESTED
2021
FOUNDED
2019
FIRST ROUND
Series A
"In today's dynamic business environment, ensuring continuous and compliant insurance coverage is essential. Certificial's Smart COI Network™ provides real-time solutions to keep your business protected and efficient."

Founded in 2019 by CEO Peter Teresi and Co-Founder Rob Blanchette, Certificial is transforming the insurance verification landscape with its innovative Smart COI Network™. This platform utilizes real-time data to automate the issuance and management of Certificates of Insurance (COIs), ensuring businesses maintain continuous and compliant coverage. By 2024, Certificial's technology has been adopted by over 100,000 companies, streamlining compliance processes and reducing administrative burdens across various industries. Committed to accessibility, Certificial offers scalable solutions tailored to organizations of all sizes, promoting efficiency and transparency in insurance verification.

FOUNDERS
Nico Simko
DATE INVESTED
2022
FOUNDED
2019
FIRST ROUND
Series A
"Financial freedom shouldn't be tied to payday. At Clair, we empower employees to access their earnings when they need them, fostering financial confidence and well-being."

Founded in 2019 by CEO Nico Simko, Clair is a mission-driven fintech company dedicated to redefining payday by providing fee-free, on-demand access to earned wages. Through seamless integration with HR and workforce management platforms, Clair enables employees to access a portion of their earnings as soon as they finish their shifts, eliminating the wait for traditional pay cycles. In 2023, Clair's platform served over 50,000 workers, enhancing financial wellness and reducing reliance on predatory lending options. Committed to accessibility, Clair offers its services at no cost to both employers and employees, ensuring financial empowerment for America's workforce.

INSURTECH
FOUNDERS
Ralph Betesh
DATE INVESTED
2022
FOUNDED
2022
FIRST ROUND
Seed
"In today's dynamic business landscape, securing the right insurance shouldn't be a hurdle. At Coverdash, we streamline the process, providing tailored coverage swiftly and efficiently."

Founded in 2022 by CEO Ralph Betesh, Coverdash is a digital business insurance agency committed to simplifying insurance for businesses of all sizes. Their platform offers a comprehensive range of commercial insurance products, including general liability, business owner's policies, workers' compensation, cyber, professional, and management liability insurance. By leveraging embedded technology, Coverdash enables partners to seamlessly offer insurance to their customers with minimal integration effort. In 2023, the company secured over 100 embedded distribution partnerships, enhancing accessibility to insurance solutions nationwide. With a focus on affordability and efficiency, Coverdash provides businesses with the coverage they need to thrive in a competitive environment.

INSURTECH
FOUNDERS
Julien Nakache
DATE INVESTED
2024
FOUNDED
2024
FIRST ROUND
Seed
FOUNDERS
Steve Yaskin
Andrei Zudin
DATE INVESTED
2021
FOUNDED
2014
FIRST ROUND
Series B+
"Seamless data exchange is the backbone of better healthcare. Health Gorilla connects providers with the information they need to deliver informed, high-quality patient care."

Health Gorilla has been transforming healthcare interoperability since 2014 under the leadership of CEO Steve Yaskin and CTO Andrei Zudin. Their robust health information network securely aggregates patient data, allowing providers, payers, and digital health companies to access essential health information in real time. Recognized as both a Qualified Health Information Network (QHIN) and a Qualified Health Information Organization (QHIO), Health Gorilla is at the forefront of national and local data connectivity. Their commitment to security and compliance helps healthcare organizations make data-driven decisions, ultimately improving patient outcomes and operational efficiency.

INSURTECH
FOUNDERS
Aaron Schiff
DATE INVESTED
2023
FOUNDED
2022
FIRST ROUND
Seed
INSURTECH
FOUNDERS
Erik Mitisek
DATE INVESTED
2020
FOUNDED
2017
FIRST ROUND
Seed
"In the complex world of commercial insurance, data connectivity is key. Highwing empowers brokers and carriers with an open platform, streamlining workflows and enhancing decision-making."

Established in 2017 by Erik Mitisek, Highwing is revolutionizing the commercial insurance industry through its open data platform. By facilitating seamless connections between brokers and carriers, Highwing enables efficient data access and utilization throughout the customer lifecycle. Their platform enhances sales growth, accelerates workflows, and improves visibility, all without increasing headcount. In 2020, Highwing secured a $4 million seed round led by BRP Group and BrokerTech Ventures, underscoring their commitment to innovation in insurance technology. With a focus on transparency and efficiency, Highwing is dedicated to modernizing the insurance process for all stakeholders.

ENTERPRISE
FOUNDERS
Jeff Stade
Will Sanderson
DATE INVESTED
2023
FOUNDED
2021
FIRST ROUND
Seed
"Efficient transit benefits are essential for modern organizations. Jawnt simplifies the process, providing comprehensive solutions that employees appreciate and administrators trust."

Founded in 2021 by Jeff Stade and Will Sanderson, Jawnt is transforming commuter benefits by unifying various transit options into a single, user-friendly platform. Their technology seamlessly integrates with existing HR and payroll systems, offering employees access to buses, subways, bikes, and scooters, all managed through Jawnt's interface. By partnering directly with transit agencies, Jawnt streamlines the distribution of transit passes, resulting in up to 80% reduction in administrative time for organizations. In 2024, Jawnt introduced Jawnt Maps, a commuter mapping tool designed to enhance the commuting experience for employees. Committed to sustainability and efficiency, Jawnt's solutions help organizations reduce carbon emissions and improve employee satisfaction.

ENTERPRISE
FOUNDERS
Ariel Elizarov
Anish Patel
DATE INVESTED
2019
FOUNDED
2017
FIRST ROUND
Seed
"In an era where data is abundant yet often unstructured, Lazarus AI empowers organizations to transform complexity into clarity, driving informed decisions and operational excellence."

Established in 2017 by CEO Ariel Elizarov and CTO Anish Patel, Lazarus AI specializes in developing advanced artificial intelligence and computer vision solutions tailored for regulated industries. Their suite of products, including the RikAI language model and the Advanced Tactical Learning System (ATLS), enables organizations to extract actionable insights from diverse data formats such as text, images, and audio. By 2024, Lazarus AI's technology has been adopted across sectors like insurance, healthcare, and government, enhancing data processing efficiency and decision-making capabilities. Committed to innovation and security, Lazarus AI offers scalable solutions that integrate seamlessly into existing workflows, ensuring organizations can harness the full potential of their data assets.

FOUNDERS
Jose Bethancourt
Marco del Carmen
Mit Shah
DATE INVESTED
2019
FOUNDED
2021
FIRST ROUND
Seed
"In the evolving financial landscape, seamless debt management is crucial. Method Financial empowers businesses to integrate comprehensive liability solutions, enhancing user engagement and financial health."

Method is taking consumer finance into the next decade by providing credentialless connectivity to consumer credit and liability accounts. Method’s technology enables leading banks, credit unions, and fintechs to access real-time data on consumer liabilities including credit cards, auto loans, personal loans, student loans, and mortgages. By facilitating direct payments and balance transfers to these liabilities, Method simplifies the debt repayment process and helps companies like SoFi and Aven offer personalized financial solutions to their users. As of 2024, MethodFinancial has enabled 24 million account connections for nearly 3 million Americans and processed $225 million in payments.

INSURTECH
FOUNDERS
Sina Chehrazi
DATE INVESTED
2020
FOUNDED
2019
FIRST ROUND
Seed
"Navigating employee benefits shouldn't be a maze. At Nayya, we illuminate the path, ensuring clarity and confidence in every benefits decision."

Nayya is transforming the employee benefits landscape through its AI-driven platform. By integrating data science and machine learning, Nayya personalizes benefits selection and utilization, empowering employees to make informed decisions tailored to their unique needs. Nayya's platform has been adopted by numerous organizations, enhancing employee engagement and optimizing benefits spend. With a focus on user-centric design and data-driven insights, Nayya continues to lead the way in modernizing the benefits experience for employers and employees alike.

FINTECH
FOUNDERS
Brian Hamilton
Bill Harris
DATE INVESTED
2021
FOUNDED
2019
FIRST ROUND
Series B
INSURTECH
FOUNDERS
Antonio Moraes
James Wong
DATE INVESTED
2022
FOUNDED
2018
FIRST ROUND
Series A
"Vision care should be accessible and straightforward for everyone. At XP Health, we leverage technology to deliver personalized, affordable eye care solutions that fit seamlessly into modern lifestyles."

XP Health is transforming vision care through its digital-first platform. By integrating artificial intelligence and customer-centric design, XP Health offers comprehensive eye care services, including online prescription renewals, personalized eyewear recommendations, and access to over 99,000 in-person providers. Serving over 250,000 members across more than 3,000 businesses, XP Health is committed to reducing costs and enhancing the vision care experience for employees and their families.

FOUNDERS
Michael Zalle
DATE INVESTED
2023
FOUNDED
2019
FIRST ROUND
Series A
"Ensuring workplace safety is paramount. At YellowBird, we connect businesses with top-tier EHS professionals, fostering environments where safety and compliance are seamlessly integrated."

YellowBird is revolutionizing Environmental, Health, and Safety (EHS) and Risk Management services through its innovative platform. By leveraging technology, YellowBird matches businesses with vetted EHS professionals for both short-term and long-term projects, addressing needs such as safety training, risk assessments, and policy development. Serving industries including construction, manufacturing, energy, and logistics, YellowBird's platform streamlines the process of finding qualified experts, ensuring that companies maintain compliance and prioritize safety. With a commitment to efficiency and quality, YellowBird is dedicated to making workplaces safer and more compliant across the nation.

EXPERT PARTNERS &

PROVEN BUILDERS

Our investment team is led by experienced professionals and founders committed to empowering founders through deep expertise to provide the support needed to turn bold ideas into lasting success.

OUR TEAM