Fundraising Fox

FINTOP CapitalFull Portfolio

91 tracked investments · listed companies and verified rows first

Squaresquareup.com𝕏NYSE: XYZApr 2021SEC filingmedium confidence

Square is a financial services platform that provides point-of-sale systems, payment processing, payroll management, and cash flow tools for small and medium-sized businesses.

FintechRetail TechSaaSSan Francisco, US

Jack Dorsey(Co-founder)Brian Grassadonia(Executive Officer)Sivan Whiteley(Executive Officer)

BoardMary Meeker(Director)Roelof Botha(Director)in

Board seatJim McKelvey· per SEC Form D · $10.7M raise · filed May 2021

Co-investorsA*Bling CapitalCota CapitalCrunchFundHinge CapitalKleiner Perkins+13 more

Securitizesecuritize.ioNYSE: SECZ

Securitize provides tokenization solutions for real-world assets, serving asset managers, Web3 firms, DAOs, advisors, and investors.

Crypto & Web3FintechSan Francisco, US

Carlos Domingo(Founder & CEO)in

Co-investors4Founders CapitalBlockchain CapitalBorderless VentureBridgeTower CapitalCoinbase VenturesEterna Capital+13 more

Qohashqohash.comin𝕏✓ verified

Qohash provides a data security platform that discovers, classifies, and remediates sensitive unstructured data in place using a "zero copy" architecture that enforces security where the data lives rather than moving it.

CybersecurityData & InfrastructureEnterprise SoftwareQuébec City, CA

Co-investorsFonds de solidarité FTQDigital Currency GroupPanache Ventures

AllWorkallworknow.comin𝕏Dec 2022

AllWork is a workforce management platform for companies managing contingent, flexible, and hourly teams — including W-2, 1099, part-time, contract, and freelance workers — covering onboarding, scheduling, time and attendance, payroll, reporting, and compliance.

Future of WorkHR TechSaaSEdison, US

Glenn Laumeister(Executive Officer, Director, Promoter)Matthew Wenzler(Executive Officer, Director)Howard Meitiner(Director)

Board seatChris HaleyRick Holton· per SEC Form D

Co-investorsFernbrook Capital ManagementThe Fund

ArvegenixMay 2022SEC filingmedium confidence

AgTechCreve Coeur, US

Gerald Steiner(Executive Officer, Director)Dennis Plummer(Executive Officer, Director, Promoter)Michael J. Roth(Executive Officer, Promoter)

Board seatRick Holton· per SEC Form D · $26M raise · filed May 2022

Co-investorsFulcrum Global Capital

DealCloudMay 2017SEC filingmedium confidence

Hoboken, US

Robert J. Cummings(Executive Officer, Director)David B. Harrison, Jr.(Executive Officer)

BoardRick Kushel(Executive Officer)inW. Edwin McMahan, Jr.(Director)Marc D. Oken(Director)

Board seatRick HoltonJoe Maxwell· per SEC Form D · $4.5M raise · filed Jun 2017

Denim Software, Inc.Mar 2023SEC filinghigh confidence

Clayton, US

William H. Gentry(Director)Douglas Wilber(Executive Officer, Director)

BoardRick Holton, Jr.(Director)

Board seatRick HoltonJared Winegrad· per SEC Form D · $2.2M raise · filed Mar 2023

Fairwordsfairwords.cominFeb 2022SEC filingmedium confidence

Boulder, US

Anish Parikh(President and Chief Executive Officer)Evan Caron(Treasurer, Chief Financial Officer, and Secretary)in

Board seatRick KushelJared Winegrad· per SEC Form D · $6M raise · filed Feb 2022

Quavoquavo.comin𝕏Apr 2023

Quavo provides AI-powered dispute automation and chargeback management software, its QFD product, for financial institutions including banks, card issuers, processors, and fintechs.

AI & Machine LearningFintechSaaSWilmington, US

Daniel Penne(Founder)inJoseph W. McLean(Founder)inJoseph McLean(Executive Officer)inRichard Jefferson(Executive Officer, Director)in

BoardTrevor Clarke(Director)

Board seatJohn PhilpottJared Winegrad· per SEC Form D

Co-investorsSpectrum Equity

Salunasaluna.agJun 2026SEC filingmedium confidence

Saluna develops industrial hemp seeds bred to keep THC below 0.3%, positioning the crop as an alternative to existing row crops for oil and feed markets.

AgTechFoodTechSt. Louis, US

Matt Plummer(Executive Officer)inMatt Helms(Executive Officer, Director)

BoardRick Holton, Jr.(Director)Mike DeCamp(Director)Brian Salmo(Director)James McCarter(Director)

Board seatRick Holton· per SEC Form D · $4.5M raise · filed Jun 2026

Co-investorsMissouri Technology Corporation

Thread BancorpDec 2025SEC filingmedium confidence

Brentwood, US

Kirk Wycoff(Director)Clif Howard(Executive Officer)Sarah Biller(Director)Chris Black(Executive Officer, Director)Gene Dibble(Director)Bud Watts(Director)

Board seatJoe MaxwellJohn Philpott· per SEC Form D · filed Dec 2025

Trail SoftwareAug 2016SEC filingmedium confidence

Nashville, US

JEREMY L. BOLLS(Executive Officer, Director)

BoardJERRY COVER(Director)

Board seatJoe MaxwellJohn Philpott· per SEC Form D · filed Aug 2016

Wealth AccessJun 2015SEC filingmedium confidence

Nashville, US

David Benskin(Chief Executive Officer)Brian Semitekol(Chief Financial Officer)Ken Colson(Chief Information Officer)Chris McGanity(Chief Operations Officer)

BoardDeWitt C. Thompson, V(Director)Lucius Burch, IV(Director)

Board seatChris HaleyRick Holton· per SEC Form D · $1.5M raise · filed Sep 2015

Accruegetaccrue.comin

Accrue provides digital lending, account opening, and treasury onboarding solutions built on the Salesforce platform for financial institutions.

Enterprise SoftwareFintechSaaS

Co-investorsPatriot Financial PartnersKraynos CapitalMaven 11Tiger Global Management

Ai Leanai-lean.comin

AI-Lean provides an end-to-end compliance management platform for lien processing and delinquency-to-auction workflows, primarily serving property/facility operators who need to manage tenant debt collection and asset recovery at scale.

Enterprise SoftwarePropTechSaaSNeedham, US

Luke Shardlow(Executive Officer, Director)Khaled Barazi(Executive Officer)inMike Segal(Head of Sales)inAlistair James Schneider(Executive Officer)

BoardIan Levine(Director)Joe Maxwell(Director)

Co-investorsBantam GroupBeacon AngelsLaunchpad Venture Group

Amaryllisamaryllispay.comin𝕏

Amaryllis provides a modular, cloud-based SaaS payment platform that enables financial institutions, enterprises, and software companies to embed, manage, and monetize payment processing across their operations.

Enterprise SoftwareFintechSaaS

Ori Hay(CEO & Co-Founder)inAdi Ekshtain(Co-Founder & CTO)

Co-investorsJAM FINTOP

Ampersandtrustampersand.comin

Ampersand provides deposit administration services and operates as a national authority in the deposit management sector, serving depositors and financial institutions.

Enterprise SoftwareFintechSaaS

Co-investorsPatriot Financial PartnersJAM FINTOPAlphaMundi GroupBeyond Capital VenturesFlagship PioneeringRwanda Green Fund+1 more

Baselinebaselinepro.comin𝕏

Baseline is sports facility management software that handles configurable memberships, billing, renewals, predictive churn scoring, revenue forecasting, family accounts, team registration, and payment-gated smart-lock access.

AI & Machine LearningEnterprise SoftwareFintechSaaSSports Tech

Co-investorsService Provider CapitalBaselineExit North VenturesN49P

Bipsyncbipsync.comin𝕏

Bipsync provides a research management platform for the investment management industry, letting firms capture, centralize, structure, and analyze their investment research in one system.

Enterprise SoftwareFintechSaaSNew York, US

Daniel Donado(Executive Officer, Director)Dan Zambonini(Executive Officer, Director)

BoardPedram Saif(Director)

Co-investorsEdison Partners

Bridge FTbridgeft.comin𝕏

BridgeFT provides a WealthTech API that enables asset managers, insurance carriers, and investment product distributors to modernize their distribution platforms and access financial data through a unified data source.

Data & InfrastructureEnterprise SoftwareFintechSaaS

Co-investorsFirst Trust Capital PartnersSixThirty Ventures

Capacitycapacity.comin𝕏

Capacity builds an AI-powered platform for contact centers and support teams that automates customer support interactions through AI agents and agent assist tools.

AI & Machine LearningEnterprise SoftwareSaaSSt. Louis, US

David Karandish(Founder)inChris Sims(Co-founder)

Co-investorsCapital InnovatorsCapital Midwest FundConnecticut InnovationsFoothill VenturesMissionOGOceans Ventures+1 more

CapOutcapout.aiin

CapOut is an AI-powered workflow tool that parses Xactimate insurance scope PDFs into structured, editable data, showing job-level profit margins, generating supplier and labor material orders, and exporting estimates directly into Xactimate accounts.

AI & Machine LearningConstruction TechInsurTech

Cardo AIcardoai.comin𝕏Nov 2024

Cardo AI provides a unified platform for managing credit strategies and asset-based finance operations, replacing spreadsheet-based workflows with integrated data, workflows, and decision-making tools.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Co-investorsBlackstoneJAM FINTOP

Cerebro Capitalcerebrocapital.comin𝕏

Cerebro Capital provides a technology-enabled platform for commercial lending that connects businesses with lenders to simplify and accelerate the business loan process.

B2B MarketplacesEnterprise SoftwareFintechSaaSBaltimore, US

Matthew Bjonerud(Founder & CEO)inKevin Dieter(Executive Officer)

BoardJames McGuire(Director)Douglas Becker(Director)Steve Reale(Director)in

Co-investorsInner Loop CapitalMaryland TEDCOTCP Venture CapitalTEDCOUlu VenturesJAM FINTOP

Cobaltcobalt.pein𝕏

Cobalt provides portfolio monitoring and data analytics software for private capital fund managers across venture, buyout, growth equity, infrastructure, and other investment strategies.

Data & InfrastructureFintechSaaSBoston, US

Jason Weinstein(Chief Executive Officer)Emily Monaghan(Chief Technology Officer / Chief Product Officer)

Co-investorsTechstarsValia VenturesSequoia Capital

Compliancecompliance.aiin𝕏

Compliance.ai provides regulatory change management software that tracks enforcement actions, proposed and final rules, and extracts compliance obligations from regulatory documents.

AI & Machine LearningFintechSaaS

Kayvan Alikhani(Founder)in

Co-investorsStreamlined VenturesBlackRockGV (Google Ventures)HPS Investment Partners, LLC

d1g1td1g1t.comin𝕏May 2023

d1g1t provides wealth management and portfolio management software for financial advisors, RIAs, and multi-family offices.

Enterprise SoftwareFintechSaaSToronto

Dan Rosen(Co-founder & CEO)inPhilippe Rouanet(Co-founder & COO)inBenoit Fleury(Co-founder)inJason Marks(Director)inDarie Urbanky(Director)Andrew L. Newcomb(Director)

Co-investorsExtreme Venture PartnersExtreme Venture Partners LLPMissionOGNAventuresGibraltar VenturesIlluminate Financial

Deal Enginedealengine.techin

Deal Engine provides a white-labeled, AI-powered data platform that helps private equity firms and investment banks identify and progress deals in real-time by codifying coverage strategies and delivering actionable market intelligence across integrated systems.

AI & Machine LearningEnterprise SoftwareFintechSaaSLondon, GB

Phil Westcott(CEO)

Co-investorsF-Prime CapitalThayer Ventures

DecuSoftdecusoft.comin𝕏

Decusoft is a SaaS company that provides compensation management and total employee experience solutions for enterprises.

Enterprise SoftwareHR TechSaaSRamsey, US

Robert Laurenzo(Executive Officer, Director)

Co-investorsRiverside Acceleration Capital

DefenseStormdefensestorm.comin𝕏

DefenseStorm provides a cloud-based compliance and cyber risk management platform specifically designed for financial services institutions.

AI & Machine LearningCybersecurityEnterprise SoftwareFintechAtlanta, US

Edgardo Nazario(Chief Technology Officer & Co-Founder)Harold Brewer(Board Advisor & Co-Founder)Jeff Lunsford(Chairman of the Board & Co-Founder)

Co-investorsGeorgianTTV CapitalBTECH CONSORTIUMCurql Collective, LLCNext Level Ventures

Digital Onboardingdigitalonboarding.comin

Digital Onboarding provides a customer engagement platform for financial institutions that automates multi-channel communications (email, SMS, in-branch, digital banking) to increase product adoption and account holder retention.

FintechMarketing TechSaaSBoston, US

John Wallace(Executive Officer)Edward Brown(Executive Officer, Director)Jonathan Crossman(Executive Officer)Laurie McLachlan(Executive Officer)

Co-investorsVolition Capital

Diligentiqdiligentiq.comin

ToltIQ provides AI-powered due diligence solutions for private equity, credit, and real estate investment firms to enhance their deal analysis and decision-making processes.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Ed Brandman(Founder and CEO)

EnFienfi.aiin

EnFi builds AI agents for commercial lending that automate the deal screening and underwriting workflow, including document collection, financial spreading, credit box matching, term sheet creation, credit analysis, and credit memo generation.

AI & Machine LearningFintechSaaSBoston, US

Scott Weller(Founder)inJoshua

Co-investorsBoston Seed CapitalCommerce VenturesUnusual VenturesPatriot Financial Partners

Filamentfilament.comJun 2025 · $4.8M

An industrial IoT company enabling secure communications and private exchanges between devices through distributed network technology.

Co-investorsBackstage CapitalGen CapitalPantera CapitalVTF CapitalZenStone Venture CapitalWillow Growth Partners+1 more

Filamentfilament.zoneJun 2025 · $4.8M

Platform helping Web3 communities design and manage rewards programs using on-chain and off-chain data.

Co-investorsAdvanced BlockchainWittington Ventures

Filamentfilament.iminJun 2025 · $4.8M

Filament is a Slack-style messaging platform built for private networks and communities rather than companies, offering channels, DMs, threads, member vouching, professional profiles, and per-channel AI agents.

AI & Machine LearningSaaSSocial

Co-investorsBetaworksWittington Ventures

Finmktfinmkt.ioin𝕏

FinMkt provides an API-driven cloud platform for embedded lending and payments, enabling banks, credit unions, and enterprise partners to offer consumer lending and point-of-sale financing solutions.

Cloud ComputingFintechSaaSNew York, US

Luan Cox(Founder, Chief Executive Officer)inSri Goteti(Founder, Chief Technology Officer)inAlice (Luan) Cox(Executive Officer)Alice (Luan) Tera Cox(Executive Officer)Nathan Barber(Executive Officer)Srikanth Goteti(Executive Officer)

Co-investorsManchesterStory Group, LLCPerot JainBrokerTechVectr Ventures

FISPANfispan.comin𝕏

FISPAN provides embedded banking software that connects banks to their business clients' ERP and accounting systems, enabling accounts payable, cash management, vendor payments, and automated reconciliation without leaving the system of record.

Enterprise SoftwareFintechSaaS

Lisa Shields(Founder & CEO)in

Co-investorsCanapi VenturesPanache Ventures

Freight Sciencefreightscience.comin

Freight Science provides real-time analytics and decision-support tools for freight carriers to optimize operations, manage commitments, and improve network efficiency.

AI & Machine LearningData & InfrastructureEnterprise SoftwareLogistics & Supply ChainSaaS

Fresh KDSfresh.technologyin

Fresh KDS is a kitchen display system that organizes and sorts incoming orders by prep and pickup times, shows ingredient totals across active orders, and lets kitchen staff reprioritize urgent orders.

FoodTechRetail TechSaaS

GAN Integrityganintegrity.comin

GAN Integrity provides a compliance management platform that helps ethics and risk teams manage compliance, third-party due diligence, whistleblowing, and incident management across their organizations.

Enterprise SoftwareSaaSNew York, US

Helen Rosen(Chief Executive Officer)Casper Gulberg(CTO)

Co-investorsChicago VenturesEastward Capital PartnersEdison PartnersMissionOG

Gappifygappify.comin𝕏

Gappify automates accrual estimation and journal entry generation for accounting teams, integrating with ERP and P2P systems to produce SOX-compliant audit trails and reduce month-end close time.

AI & Machine LearningEnterprise SoftwareFintechSan Francisco, US

Jotham Ty(Executive Officer, Director)Charlene Garland(Executive Officer, Director)

Co-investorsFounders.aiManila Angel Investors NetworkRally Ventures Management, LlcStage 2 Capital

Getpayrecsgetpayrecs.comin

PayRecs is a payment platform for banks and their customers that handles domestic and international money transfers through an app and web platform.

FintechSaaS

Goodshufflegoodshuffle.comin

Washington, US

John Andrew Garcia(Executive Officer, Director)Erik Thomas Dreyer(Executive Officer, Director)Brittani Roberts(Director)

Co-investorsK Street Capital

Gridlinegridline.coin𝕏

Gridline builds infrastructure for the private markets and alternative investments lifecycle, offering custom fund structuring, data management, and AI-driven compliance and diligence tools.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Peter Bilali(Head of Product Strategy)inLogan(Founder & CEO)Chris Crawford(Chief Operating Officer)Richard(Head of Engineering)Wallis(Head of Legal, Risk & Compliance)Diane(Head of Growth / Revenue)

Co-investorsArdent VentureBLH Venture Partners, LLCKnoll VenturesTech Square Ventures

Hazeltreehazeltree.comin𝕏

Hazeltree provides cloud-based treasury and liquidity management solutions designed for investment management firms and private markets investors.

Cloud ComputingEnterprise SoftwareFintechSaaSNew York, US

Jake Lewit(Executive Officer)inTushar Amin(Executive Officer, Director)in

BoardJennifer Theiss(Director)Andrew Smith(Director)Remy Trafelet(Director)Doug Haynes(Director)

Health Herehealthhere.comin𝕏

Health Here provides software for medical specialists to streamline patient intake and care delivery workflows, with support for episodic payment models.

Digital HealthEnterprise SoftwareHealthtechSaaS

Ryan Wells(Founder & CEO)in

Infinantinfinant.comin𝕏

Infinant offers a cloud-native platform that enables banks to launch new financial products and services—including deposit accounts, payments, and cards—without replacing their core systems.

Cloud ComputingEnterprise SoftwareFintechSaaSCharlotte, US

RIAZ SYED(Executive Officer)ELAINE DUFF(Director)

BoardJOHN PHILPOTT(Director)JAMES DREIBELBIS(Director)ROB LEE(Director)

Co-investorsBankTech VenturesJAM FINTOP Banktech

InsurePayinsurepay.comin𝕏

InsurePay is a payment platform for the insurance industry that enables carriers, agents, and MGAs to collect, send, and reconcile payments.

Enterprise SoftwareFintechInsurTechSaaSBuffalo, US

Patrick Davis(Chief Executive Officer)Rob Mikulec(Chief Revenue Officer)Michael Carus(COO & CFO)Mike Senechal(Executive Vice President of Payments)

Co-investorsAquiline Technology Growth

Intainftintainft.com
Intappintapp.comin𝕏

Intapp provides a software platform serving investment banking and advisory firms to manage relationships, mitigate risk, and improve operational efficiency.

AI & Machine LearningEnterprise SoftwareFintechLegalTechSaaSPalo Alto, US

Co-investorsGolub Growth

InterPaymentsinterpayments.comin

InterPayments provides surcharging solutions for merchants that integrate with existing payment infrastructure, allowing businesses to recover credit card processing fees while maintaining their current technology stack.

Enterprise SoftwareFintechSaaS

Nagendra Jayanty(Chief Executive Officer and Co-Chief Compliance Officer)

Co-investorsThirdstream Partners

Kindful by Bloomerangkindful.comin𝕏

Kindful publishes content and resources for nonprofit organizations, covering topics such as donor engagement, grant research, and fundraising relationships.

Impact & Social GoodSaaS

LeanLawleanlaw.coin𝕏Mar 2023 · $4M

LeanLaw is a legal billing and revenue management platform designed for law firms to track time, billing, payments, and collections across hourly, flat-fee, and contingency matter types.

Enterprise SoftwareFintechLegalTechSaaS

Gary

Ledgibleledgible.ioin𝕏

Ledgible is a digital asset tax information and accounting platform serving professionals, enterprises, and institutions.

Crypto & Web3Enterprise SoftwareFintechSaaS

Co-investorsCommerce VenturesTech Square VenturesThomson Reuters VenturesTTV Capital

LegacyShieldlegacyshield.comin𝕏

LegacyShield is a digital platform for insurance advisors and financial professionals to communicate with clients, store and share policies and documents, and monitor client activity.

FintechInsurTechSaaSPonte Vedra Beach, US

Michael Babikian(Executive Officer)Daniel Pierson(Executive Officer)

Legaticslegatics.com

Co-investorsGresham House Ventures

Lumiolumiosolutions.ioin

Lumio is a cloud-based risk and business intelligence platform that automates data collection, validates accuracy, and centralizes risk and performance insights for community financial institutions.

Data & InfrastructureFintechSaaS

Monarchmonarchpsg.ioin

Monarch is an independent service provider specializing in implementation, optimization, and ongoing support for Intapp DealCloud, a relationship and deal management platform used by private capital firms.

Enterprise SoftwareFintechSaaS

Monitmonitapp.ioin

Monit provides a data-driven platform that gives banks and their bankers actionable guidance to serve small and medium business (SMB) clients more effectively.

Data & InfrastructureEnterprise SoftwareFintechSaaS

Co-investorsBankTech VenturesRunway Venture PartnersCento VenturesTTV Capital

Moody'smoodys.comin𝕏Feb 2022

Moody's is a credit rating agency and financial intelligence provider that offers risk analysis, credit market insights, compliance tools, and advisory services to institutional investors and financial organizations.

Data & InfrastructureEnterprise SoftwareFintechNew York, US

Robert Fauber(Executive Officer, Director)Mark Kaye(Executive Officer)John J. Goggins(Executive Officer)Raymond W. McDaniel, Jr.(Director)

BoardLeslie F. Seidman(Director)Vincent A. Forlenza(Director)

Co-investorsEpisode1Human Capital

Otelierotelier.ioin

Otelier is a cloud-based data platform for the hospitality industry, offering software for back-office accounting automation, business intelligence, and budgeting and forecasting.

Data & InfrastructureSaaSTravel & Hospitality

Parlay Financeparlay.financein

Parlay provides financial products and services to broaden capital access for small businesses, particularly immigrant-owned, veteran-owned, and women-owned enterprises nationwide.

AI & Machine LearningFintechSaaSAlexandria, US

Alexandra McLeod(CEO)inJames Cho(CTO)inJay Long(COO)in

Co-investorsLighthouse Network Ventures LlcTechstarsJAM FINTOPService Provider Capital

Participateparticipateloan.comin𝕏

Participate operates a platform that automates loan sales—including participations, syndications, whole loan sales, and loan assignments—with document exchange, electronic agreements, and real-time transaction and balance tracking.

B2B MarketplacesFintechSaaSLittle Rock, US

Co-investorsVenture Center Arkansas

Plinqitplinqit.com

Co-investorsMichigan RiseSixThirty Ventures

Plootoplooto.coinDec 2022 · $20M

Plooto provides a payment platform for accounting firms and their SMB clients to manage accounts payable, accounts receivable, and international payments with automated workflows and integration with accounting software.

Enterprise SoftwareFintechSaaS

Co-investorsCentana Growth PartnersGolden VenturesLuge CapitalScaleUP Ventures

Plootoplooto.cominDec 2022 · $20M

Plooto is a payments platform for accounting firms and their SMB clients that handles accounts payable, accounts receivable, and international payments with automated approval workflows and two-way sync to existing accounting software.

Enterprise SoftwareFintechSaaS

Co-investorsVenture OntarioCentana Growth PartnersLuge Capital

Posh AIposh.aiin

Posh AI provides an agentic AI platform for financial institutions, offering AI agents that handle customer and employee interactions across voice, website, app, text, and email.

AI & Machine LearningFintechSaaS

Co-investorsCurql Collective, LLCHuman CapitalNext Level VenturesTruStage Ventures

Pulsorapulsora.cominOct 2025

Pulsora provides an ESG management platform that helps companies track, measure, and report on environmental, social, and governance performance.

Climate TechData & InfrastructureEnterprise SoftwareImpact & Social GoodSaaSSan Mateo, US

Murat Sönmez(Co-Founder & CEO)inInderjeet Singh(Co-Founder & CTO)in

Co-investorseLab VenturesAccenture VenturesAramco VenturesBuilders VCGalvanize Climate SolutionsJetBlue Ventures+2 more

Quadientquadient.comin𝕏

Quadient is a B2B software and services company that provides communication, finance, and mail and delivery solutions to simplify business operations.

Cloud ComputingEnterprise SoftwareFintechSaaS

Geoffrey Godet(Chief Executive Officer)

Co-investorsBpifranceWalnut Venture Associates

Returnalyzereturnalyze.comin

Returnalyze is an AI platform that identifies and prevents retail product returns before they occur, helping retailers reduce return rates and recover incremental revenue through machine learning-driven insights and recommendations.

AI & Machine LearningRetail TechBoston, US

Timothy Jones(Executive Officer, Director)

BoardScott Savitz(Director)Michael Majors(Director)

Co-investorsBoston Seed CapitalData Point CapitalFlybridge Capital PartnersOsage Venture Partners

Siftsift.comin𝕏

Sift provides an AI-powered platform for fraud prevention and risk decisioning that helps digital businesses detect and manage online fraud.

AI & Machine LearningCybersecurityEnterprise SoftwareFintechSaaSSan Francisco, US

Jason Tan(Founder/CEO)in

Co-investorsInsight PartnersStripesSpark CapitalFlucas VenturesForefront VentureFounders Circle Capital+5 more

SMArtX Advisory Solutionssmartxadvisory.comin

A managed account platform that helps businesses optimize operations, deliver personalized client experiences, and accelerate growth.

Enterprise SoftwareFintechSaaS

Jonathan Pincus(Chief Executive Officer)

Co-investorsManchesterStory Group, LLCIA Capital Group

Snappy Krakensnappykraken.comin𝕏

Snappy Kraken is an AI-powered marketing platform built for financial advisors and firms, offering automated campaigns, content generation, marketing insights, and FINRA/SEC compliance workflows.

FintechMarketing TechSaaSOrmond Beach, US

Robert Sofia(Executive Officer, Director)Alicia Howard(Executive Officer)Scott Hollingsworth(Executive Officer)Mark Christian Scharosch(Director)Rick Kushel(Director)Thad Langford(Director)

Co-investorsFlyover Capital

Sola Insurancesolainsurance.comin𝕏

Sola Insurance builds modern insurance products using AI and in-house technology, serving customers who want insurance to be a product they value rather than a necessary burden.

AI & Machine LearningFintechInsurTech

Co-investorsGlobal Insurance AcceleratorJAM FINTOPOverline

StructureFlowstructureflow.coin𝕏

StructureFlow is a software platform that helps legal, accounting, and finance teams model, visualize, and analyze complex ownership and organizational structures.

AI & Machine LearningEnterprise SoftwareFuture of WorkLegalTechSaaS

Tim Follet(Founder & CEO)Neal Chatrath(President)Fiona McClune(Chief Growth Officer)Gerry HcHugh(Chief Operating Officer)Paul Brandon(Chief Information Security Officer)inEd Boal(GC & Chief Domain Officer)

Co-investorsVenrex

SubBasesubbase.ioin

SubBase is construction procurement software for managing material and equipment workflows, including invoicing, pricing, spend control, and inventory.

Construction TechSaaSFt. Lauderdale, US

Eric Helitzer(Executive Officer, Director)Eric Helitzer, LEED AP(Founder)inPatrick Kibler(Director)

BoardTianxiang Zhuo(Director)

Co-investorsFikaFika Ventures

Talostalos.comin𝕏

Talos provides white-label cryptocurrency trading infrastructure and technology for retail investment platforms and digital asset brokerages.

Crypto & Web3Data & InfrastructureFintechSaaS

Anton Katz(Founder & CEO)in

Co-investors10SQ Capital (TenSquared)a16z cryptoAndreessen HorowitzCastle Island VenturesCoinbase VenturesElefund+12 more

Tax Statustaxstatus.comin

TaxStatus provides businesses and individuals access to official IRS records and documents with faster retrieval compared to traditional processes.

AI & Machine LearningFintechGovTechSaaSFrisco, US

Charles T. Almond IV(Executive Officer, Director)John Philpott(Director)Asif Ramji(Director)

TIFINtifin.comin𝕏

Give is a technology-first Donor-Advised Fund platform that helps wealth advisors, broker-dealers, and asset managers offer charitable giving solutions to clients.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Dr. Vinay Nair(Founder & CEO)

Co-investorsFranklin TempletonHamilton LaneJP Morgan ChaseMotive PartnersThirdstream PartnersBroadridge

ToltIQtoltiq.comFeb 2025 · $12M

ToltIQ provides generative AI software for due diligence workflows in private equity, credit, and real estate investment firms.

AI & Machine LearningEnterprise SoftwareFintechSaaSNew York, US

Ed Brandman(Founder and CEO)Matthew Brandman(Executive Officer)Rosemary Raymond-Sidel(Executive Officer, Director)Nicholas Elliot(Executive Officer)Joan Lacagnina(Executive Officer)

BoardRick Kushel(Director)

Co-investorsJAM FINTOP

Treasury Primetreasuryprime.comin𝕏

Treasury Prime provides embedded banking technology through APIs that enable fintechs to embed banking services in their applications.

Enterprise SoftwareFintechSaaSSan Francisco, US

Chris Dean(Founder/CEO)inJim Brusstar(Founder)in

Co-investorsArdent VentureAZURO CAPITAL VENTURESDeciensGMO VenturePartnersNycaNyca Partners+3 more

Tricetrice.coin

Trice provides real-time payment processing through an embedded API that enables businesses to receive funds instantly without chargeback or reversal concerns.

Developer ToolsFintechSaaS

Doug Yeager(CEO)in

Co-investorsLightspeed Venture PartnersDiagramBioStar VenturesHealthQuest Capital

Trovatatrovata.ioin𝕏

Trovata provides a treasury and cash management platform that centralizes and normalizes bank data to give companies real-time cash visibility, forecasting, reporting, payments, and AI-driven insights across multiple banks.

AI & Machine LearningData & InfrastructureFintechSan Diego, US

BRETT TURNER(Executive Officer, Director, Promoter)inJUSTIN BRIMFIELD(Director)ANDY OBERST(Director)TIM MURPHY(Director)JOHN PHILPOTT(Director)

Co-investorsFin CapitalState StreetWells Fargo Strategic Capital

Trustpoint AItrustpoint.aiin

TrustPointAI provides software and AI solutions for construction finance lending.

AI & Machine LearningConstruction TechEnterprise SoftwareFintech

Co-investorsNavitas CapitalRWT HorizonsUNION Labs Ventures

Tuhktuhk.comin

Tuhk is a fraud-fighting platform that connects banks, merchants, and payment providers to identify hidden risks, stop abuse, and improve transaction approval rates.

CybersecurityFintech

Co-investorsCapital One VenturesLloyds Banking Group

Vouchrtechvouchrtech.comin𝕏

Vouchr offers tools designed to help businesses increase incremental revenue, drive more transactions, and acquire new users.

SaaS

VRGLvrglwealth.comin𝕏

VRGL develops a technology platform for wealth management firms to manage client acquisition, engagement, and retention.

Enterprise SoftwareFintechSaaSNew York, US

Kyle Zasky(CEO)inJosh Zimmerman(CTO)inRyan Howard(Executive Officer)inJoshua Smith(Executive Officer, Director)Whitney Weaver(Executive Officer)

BoardRick Kushel(Director)

Co-investorsFin CapitalFlyover CapitalMissionOG

Xelixxelix.comin

Xelix provides vendor master data management software that monitors supplier files daily to detect missing data, duplicates, inactive records, and fraud risks for accounts payable and procurement teams.

AI & Machine LearningEnterprise SoftwareFintechSaaSLondon, GB

Co-investorsInsight Partners

ZSuite Techzsuitetech.comin

ZSuite Tech provides ZEscrow, a platform that lets banks and financial institutions manage commercial escrow accounts and subaccounts at scale, handling complex interest calculations, tracking, and compliance.

FintechPropTechSaaSBurlington, US

Nathan Baumeister(Executive Officer, Director)Vilangadu G. Narayanan(Director)William W. Neville(Director)Tom Shen(Director)Jay Tuli(Director)

Co-investorsBankTech VenturesS3 VenturesJAM FINTOP

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.