Fundraising Fox
Cohen Circle
Venture capitalNew York · Pre-Seed–Late Stage · 12 people tracked
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Investment thesis
Cohen Circle invests across the capital structure to back exceptional management teams building innovative companies in fintech, technology, and impact. Its core strategy provides transformative capital to late-stage growth companies to bring them to public markets via special purpose acquisition companies (SPACs), with a focus on fintech and technology. An affiliated impact platform offers growth equity funding and sector-specific strategic support to accelerate businesses driving innovation across health and financial services. The firm leverages its founders' and operators' extensive experience, network, and expertise to capitalize and transform companies from pre-seed through exit.
Source: firm website, verified Aug 3, 2026.
Team · 12 people
from the firm's website & public directories
What they invest in
from 30 of 34 portfolio companiesFintech ×24SaaS ×15AI & Machine Learning ×13Enterprise Software ×11Data & Infrastructure ×5B2B Marketplaces ×2Consumer ×2HR Tech ×2
HQs:United States×22United Kingdom×2Ukraine×1
Who they back
founder profiles across 22 portfolio companiesFounding team size:solo founder×122 founders×53 founders×44+ founders×1
Where their founders studiedfrom 29 founders with education data
The London School of Economics and Political Science (LSE) ×3The Wharton School ×3University of Pennsylvania ×3Baruch College ×2Massachusetts Institute of Technology ×2University of Southern California ×2
What their founders studiedfrom 24 founders with field-of-study data
Business & Management ×9Computer Science ×8Economics ×6Engineering ×4Finance & Accounting ×4
Where their founders worked beforefrom 28 founders with career history
Google ×4Apple ×2IBM ×2McKinsey & Company ×2Moovit ×2TIDAL ×2
Accelerator rootsportfolio companies that came through a program
7 hold an MBA (of 28 with degree data)
Investments · 34 tracked
founders shown can be your intro pathBy year:2026 · 22025 · 22024 · 12023 · 22022 · 22018 · 12017 · 12016 · 112 dated
Arcus F.I. is a regulated electronic payment institution licensed and supervised by Mexico's banking and securities authority.
FintechNew York City, US
Edrizio De La Cruz(Founder/CEO)inJuan Maldonado(Founder)inIñigo Rumayor(Founder)in
Co-investorsAlumni VenturesAvalancha VenturesFundersClubIGNIAKapor CapitalNew Ground Ventures+15 more
Arta Finance offers accredited investors and qualified purchasers access to private market investments across asset classes including private credit, private equity, real estate, and venture capital, selected through its fund selection process.
AI & Machine LearningFintechSaaS
Caesar Sengupta(Co-founder & CEO)inFelix Lin(Co-founder, President and CFO; appointed Group CEO)inChirag Yagnik(Chief Investment Officer and Co-founder)inAmanda Ong(Singapore CEO)in
Co-investorsPeak XV PartnersRibbit CapitalCoatue ManagementMantis CapitalMonk's Hill Ventures
BillGO operates BillGO Exchange, a payments platform that converts paper checks into digital payments and aggregates them into a single self-service portal for reconciliation.
FintechSaaSFort Collins, US
Daniel W. Holt(Executive Officer, Director)Kenneth Wayne Allen(Director)Scott M. Miller(Executive Officer, Director)Stephen R. Biddle(Director)
BoardPeter J. Kight(Director)inLarry Mazza(Director)
Co-investorsBankTech VenturesCaruso VenturesCommerce VenturesStructural Capital
CardConnect develops payment processing solutions with proprietary PCI-validated security for merchants and sales partners since 2006.
Enterprise SoftwareFintechRetail TechSaaS
Co-investorsFTV Capital
ClickSWITCH, part of Q2, automates the process of switching direct deposits and recurring payments during digital account opening and onboarding for financial institutions.
Enterprise SoftwareFintechSaaS
Co-investorsPoint72 VenturesCommerce Ventures
Crstl provides an API and application platform that integrates EDI (Electronic Data Interchange) standards into warehouse management systems, helping logistics and fulfillment software vendors eliminate compliance complexity and chargebacks.
AI & Machine LearningB2B MarketplacesEnterprise SoftwareLogistics & Supply ChainRetail TechSaaS
Dipti Desai(Founder)in
Co-investorsAlumni VenturesMastryMensch Capital PartnersMosaic General Partnership, LLCShopify
Curve Pay is a digital wallet that combines multiple bank cards into one, letting users switch which card paid for a purchase after the fact, avoid foreign exchange fees, and earn cashback on top of existing card rewards.
ConsumerFintech
Shachar Bialick(Founder & CEO)in
Co-investorsCathay InnovationFuel Venture CapitalHanaco Venture CapitalLifeX VenturesMouro CapitalOutward VC+11 more
Duetti offers independent music creators fast deals to buy music rights (masters, publishing, and royalties), along with catalog management, distribution, and marketing services to grow their careers.
Creator EconomyFintechMarketplacesMedia & EntertainmentNew York City, US
Christopher Nolte(Founder)inLior Tibon(Founder)in
Co-investorsFlexpoint FordNycaNyca PartnersRaineViola VenturesDeciens+3 more
Fold is a Bitcoin-focused fintech platform that allows users to buy Bitcoin, earn satoshis through cashback on purchases and gift card transactions, and manage funds via a debit card and mobile app.
Crypto & Web3FintechPhoenix, US
Co-investorsBessemer Venture PartnersCoinFundCraft VenturesSlow VenturesTen31Visary Capital
Greenwood is a financial technology platform offering banking, debit card, savings, and investment services designed specifically for Black entrepreneurs and community members.
FintechImpact & Social Good
Ryan Glover(Founder)in
Co-investorsOpen Opportunity FundOssian CapitalTruist VenturesBank of AmericaCercano ManagementCiti Ventures+5 more
H2O.ai provides machine learning and artificial intelligence software for data science teams and organizations seeking to democratize access to advanced analytics and predictive modeling capabilities.
AI & Machine LearningClimate TechData & InfrastructureEnterprise SoftwareImpact & Social Good
Co-investorsCelesta CapitalGFT VenturesLG Technology VenturesNew York Life VenturesVeligera CapitalCrane Venture Partners
Instnt offers identity fraud loss insurance that transfers identity-fraud liability from a company's balance sheet to global insurers, using AI to underwrite residual fraud-loss risk at account approval.
AI & Machine LearningFintechInsurTechNew York, US
Sunil Madhu(Founder and CEO)inJustin Kamerman(Chief Product Officer)inAmy Penn(Senior Vice President of Sales)inLaura Pinto(SVP, People)inLukas Osborne, PhD(Head of Data Science & Machine Learning)in
Co-investorsColle Capital PartnersFantail VenturesMS&AD VenturesThird PrimeValuestream Ventures
Intermex provides money transfer and wire transfer services, letting users send money internationally to recipients in various destination countries.
FintechMiami, US
Joyn is a software product that connects engineering and work tools to give customer-facing teams visibility into product progress.
AI & Machine LearningHR TechBrooklyn, US
Seraina Macia(Founder & CEO)
Co-investorsProject Voice Capital PartnersTechstarsAvanta VenturesAxia8 VenturesBixin VenturesConsenSys+8 more
LendAPI provides a platform for building and launching fintech products, handling compliance, onboarding, fraud detection, and credit risk management.
AI & Machine LearningFintechSaaSOrange, US
Timothy Li(Founder)in
Co-investorsTechstarsPlug and Play VenturesGreat North VenturesInterlock CapitalAlleyCorp
Maxwell provides software solutions for mortgage lenders, including point-of-sale, loan fulfillment, and due diligence tools designed for small to midsize community lenders.
Enterprise SoftwareFintechPropTechSaaSDenver, US
Evan Einhorn(President & Founder)John Paasonen(Co-founder & CEO)inRutul Dave(Co-Founder / CTO)in
Co-investorsAssurant VenturesCurql Collective, LLCMatchstick VenturesNext Level VenturesPrudenceTechstars+5 more
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Nova Credit aggregates global credit bureau data, bank transaction data, and payroll information to help lenders assess borrowers and provide fairer access to credit for underserved populations including international newcomers, gig workers, and others traditionally excluded from the financial system.
Data & InfrastructureEnterprise SoftwareFintechNew York City, US
Misha Esipov(Founder/CEO)inLoek Janssen(Cofounder)in
Co-investorsKleiner PerkinsGeneral CatalystA-Rod CorpAvid VenturesBallistic VenturesBetter Tomorrow Ventures+23 more
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Ocrolus provides cash flow analytics and document processing tools for lenders and financial institutions to make funding decisions for small businesses.
AI & Machine LearningData & InfrastructureFintechSaaSNew York, US
Sam Bobley(Executive Officer)in
BoardNick Adams(Director)inDavid Arcara(Director)in
Co-investorsARC Angel FundBoro CapitalBullpen CapitalDifferential VenturesElevate Innovation PartnersFin Capital+9 more
Payoneer operates a financial platform enabling cross-border commerce and payments for businesses of any size, allowing users to manage multiple currencies and access global markets.
B2B MarketplacesFintechSaaSNew York, US
Co-investors83NorthAspira CapitalNycaNyca PartnersSusquehanna Growth EquityTCV+3 more
Working capital management platform offering payables, receivables and inventory solutions with supply chain financing, operating as SAP Taulia.
San Francisco, US
Bertram Meyer(Director)inPhilip Stehlik(Director)Betram Meyer(Executive Officer, Director, Promoter)Marcus Ament(Executive Officer, Promoter)Cedric Bru(Chief Executive Officer and President)Rene Ho(Chief Financial Officer)
Co-investorsActivant CapitalBlue Lion GlobalDag VenturesHarmonic Growth PartnersPropel Venture PartnersProsperity7 Ventures+6 more
Proximitty builds AI agents to automate commercial lending workflows for banks, including document ingestion, financial analysis, covenant monitoring, and loan servicing for C&I, CRE, and SBA loans.
AI & Machine LearningEnterprise SoftwareFintechSan Francisco, US
Wye Yew Ho(Co-Founder & CEO)inZi Zhang(Co-Founder & CTO)in
Co-investorsSterling RoadY CombinatorCRV (Charles River Ventures)Sandwith Ventures, LLCSeraph GroupSingularity Ventures+4 more
Perella Weinberg is a global independent investment banking firm providing strategic and financial advisory services on M&A, restructuring, and capital transactions.
Enterprise SoftwareFintech
Peter A. Weinberg
Q2 is a financial technology platform providing digital banking solutions to financial institutions, alternative lenders, and fintechs through an open ecosystem for integration and distribution.
AI & Machine LearningEnterprise SoftwareFintechSaaSAustin, US
Hank Seale(Founder)in
Co-investorsCota CapitalGV (Google Ventures)Mistral Venture PartnersTTV Capital
Railsr provides embedded finance infrastructure that lets businesses integrate banking, cards, and payment services into their own products.
Data & InfrastructureFintechSaaS
Co-investorsFuturecraft VenturesMiddlegame VenturesMoneta VCSalica InvestmentsVentura CapitalAnthos Capital+2 more
Reload provides AI agents organized into functional teams that help early-stage startups (10-20 people) handle core business operations including growth, sales, engineering support, customer success, and operations without scaling headcount.
AI & Machine LearningFuture of WorkSaaS
Newton Asare(Founder)in
Co-investorsZeal Capital Partners
Sunlight provides AI agents that process B2B payments by card through suppliers' existing billing portals, enabling AP platforms and card issuers to capture card-based payments without requiring supplier enrollment or integration.
FintechNew York City, US
Guy Ziv(Founder)inLeo Chanea(Founder)inGil Peretz(Founder)in
Co-investorsCathexis VenturesCota CapitalGreat North VenturesPioneerWayfinder VenturesY Combinator+7 more
Sure provides a digital insurance platform that enables carriers, brands, marketplaces, and software companies to offer insurance products to consumers.
AI & Machine LearningInsurTechSaaSAustin, US
Wayne Slavin(CEO)in
BoardDaniel Petrozzo(Director)Adam J. Plotkin(Director)inJarod Kolman(Director)inTodd Kimmel(Director)in
Co-investorsAAF Management Ltd.Assurant VenturesDeclaration PartnersFf Venture CapitalMenlo VenturesKinnevik+3 more
Wildfire operates a loyalty platform that connects financial and technology companies to a network of over 50,000 merchant programs, enabling them to offer cashback, coupons, and rewards to their customers while capturing shopping insights and generating commerce media revenue.
AI & Machine LearningData & InfrastructureFintechMarketing TechMarketplacesSan Diego, US
Jordan Glazier(Founder)in
Co-investorsB Capital GroupB4 CapitalBAM VenturesBonfire VenturesEvolution VenturesMoonshots Capital+4 more
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Zalos builds computer agents that automate repetitive finance operations tasks like payroll, reconciliation, and form processing within existing enterprise ERP and accounting systems, without requiring system replacement.
AI & Machine LearningEnterprise SoftwareFintechSaaSLondon, GB
William Fairbairn(Founder, CEO)inHung Hoang(Founder, CTO)in
Co-investors14Peaks CapitalActivant CapitalSterling RoadY Combinator20VCAndreessen Horowitz+3 more
Zeal is an embedded payroll and workforce payments platform for staffing companies, labor marketplaces, and workforce management tools.
FintechHR TechSaaSSan Francisco, US
Pranab Krishnan(Founder)inKirti Shenoy(Founder)in
Co-investorsCommerce VenturesSpark CapitalBoxGroupLorimer VenturesY CombinatorAgrolimen Ventures+14 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
DMG BancsharesJoyn Insurance ServicesPaya
Exits · 3
1 IPOs · 2 acquisitions · showing 1KyivstarNASDAQ: KYIV
Portfolio news
latest coverage across their companiesKyivstar · finance.yahoo.com · Apr 29, 2026
Zalos · thesaasnews.com · Mar 25, 2026
Reload · thesaasnews.com · Feb 24, 2026
Frequently asked questions
- How many investments has Cohen Circle made?
- Cohen Circle has 34 tracked investments, 3 of which have exited, including 5 dated in the last 24 months.
- What stage does Cohen Circle invest at?
- Cohen Circle invests at the Pre-Seed, Seed, Series A, Series B, Series C, Growth, Late Stage stages.
- What sectors does Cohen Circle focus on?
- Cohen Circle focuses on Fintech, Healthtech, Impact & Social Good.
- Where is Cohen Circle located?
- Cohen Circle is headquartered in New York, US.
- Who does Cohen Circle co-invest with?
- Cohen Circle most often shares deals with Y Combinator, Nyca, Nyca Partners, among 125 tracked co-investors.
Media · Podcasts & interviews
featuring the teamEpisode 208: Betsy Cohen of Cohen Circle: Creating Impact through FinTech and Beyond - A Life of ...
Aoifinn Devitt · Betsy Cohen
Daniel Cohen, Cohen Circle on fintech, technology and impact
SuperReturnTV · Daniel Cohen
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