Series A–Growth · 2 people tracked
Investment thesis
Fractal Software's investment thesis centers on the imminent transformation of vertical SaaS through AI agents operating independently via command line interfaces rather than traditional user interfaces. The firm believes that over the next 6-12 months, enterprise software will shift from human-operated systems to AI-primary platforms, with humans becoming supervisors rather than operators. Success requires vertical SaaS companies to optimize both state space (data and business logic) and action space (execution capabilities), creating tight feedback loops between AI performance and customer value. Companies that rapidly adapt to this paradigm—particularly through verifiable, easy-to-audit workflows where correction improves future accuracy—will capture outsized value and become essential infrastructure, while those that delay will face obsolescence as background platforms for competitors' AI systems.
Source: firm website, verified Aug 6, 2026.
Team · 2 people
from public directories
What they invest in
from 14 of 16 portfolio companiesSaaS ×14AI & Machine Learning ×9Enterprise Software ×3Healthtech ×3Logistics & Supply Chain ×3Digital Health ×2Fintech ×2HR Tech ×2
HQs:United States×10
Investments · 16 tracked
founders shown can be your intro pathBy year:2024 · 32022 · 14 dated
Agriful builds software for produce businesses to reduce manual data entry, manage accounting, and track end-to-end traceability while improving operational efficiency and profit margins.
AgTechFoodTechSaaSSan Francisco, US
Patrick Crowley(Founder and CEO)Deep Saran Singh Randhawa(Executive Officer, Director, Promoter)Deep Randhawa(Founder and CTO)
Aidora is a leave management platform that combines automation and AI (including an AI leave administrator, "Anna," available by phone and chat) to handle parental, medical, caregiver, and military caregiver leaves while coordinating federal, state, and company entitlements, pay estimation, and payroll exports.
AI & Machine LearningHR TechSaaS
New York, US
Aaron Hammond(Executive Officer, Director, Promoter)Peter Russell(Executive Officer, Director, Promoter)Omri Bloch(Director)
Banquet Health provides software for hospital foodservice teams to manage clinical nutrition operations.
Enterprise SoftwareHealthtechSaaSNew York, US
NiviinCharlton Field(Executive Officer, Director, Promoter)inNiveditha Jayasekar(Executive Officer, Director, Promoter)
Co-investorsAlleyCorpTMVAlley Robotics Ventures
Belfry is an all-in-one software platform for security guard firms, covering scheduling, field operations tracking with GPS, timekeeping, billing, invoicing, and payroll with tax filing.
Enterprise SoftwareHR TechSaaSNew York, US
Alex Tulenko(Executive Officer, Director, Promoter)Jordan Wallach(Executive Officer, Director, Promoter)Omri Bloch(Director)
BoardCaroline Broder(Director)in
Co-investorsAglae VenturesBase10 Partners
BoltWise turns messy part descriptions and RFQs into searchable attributes, mapping customer and supplier part numbers to a distributor's own and automating PO generation and quoting.
Advanced ManufacturingAI & Machine LearningEnterprise SoftwareLogistics & Supply ChainSaaSDenver, US
COLE WEILER(Executive Officer, Director, Promoter)JIE MIN WONG(Executive Officer, Director)in
BoardCHRIS ERICKSON(Director)in
Co-investorsRange VCSarah SmithService Provider Capital
New York, US
Benjamin Marans(Executive Officer, Director, Promoter)Christopher Holt(Executive Officer, Director, Promoter)
Co-investorsZero Infinity Partners
Cubby is an AI-native software platform for self-storage operators, providing online checkout and e-commerce tools, ML-powered revenue and pricing management, and integrations with vendors for access control, insurance, and marketing.
AI & Machine LearningPropTechSaaS
Co-investorsThird PrimeGoldman Sachs
DashFuel is a petroleum distribution management platform that handles loads from creation to delivery, including quoting, tank monitoring, dispatching, an in-cab driver app, freight billing, and back-office integrations.
AI & Machine LearningLogistics & Supply ChainSaaS
Develo builds an end-to-end pediatric practice software platform that goes beyond a traditional EMR, covering scheduling, charting, billing, and family engagement for independent pediatric practices.
Digital HealthHealthtechSaaS
ExaCare builds AI-powered software to coordinate operations and information across post-acute care settings, including skilled nursing, home health, and transitions between hospitals.
AI & Machine LearningDigital HealthHealthtechSaaSNew York, US
Laird Russell(Co-Founder & CEO)inBenjamin Willox(Executive Officer, Director, Promoter)Braedan Russell(Executive Officer, Director, Promoter)Ben Willox(Co-Founder & CTO)
BoardAngus Davis(Director)
Co-investors1984 Ventures Management, Llc
Floret is an AI-powered software platform for consumer packaged goods (CPG) brands' sales and finance teams, used to plan promotions, manage trade spend, dispute invalid chargebacks and deductions, and apply payments.
AI & Machine LearningFintechSaaS
Glazier is an AI-native, all-in-one operations platform for glass and glazing businesses, covering quoting, scheduling, field operations, purchasing, and billing with real-time QuickBooks sync.
AI & Machine LearningConstruction TechSaaSSan Francisco, US
Amanda Georgescu(Executive Officer, Director, Promoter)David Chandler Mahaney(Executive Officer, Director, Promoter)
BoardZac Kerr(Director)
GovWell provides an AI-powered software platform for municipal and county governments to manage processes such as permitting, licensing, planning and zoning, and code enforcement, and to offer online public services and payments.
AI & Machine LearningGovTechSaaS
Portfolio news
latest coverage across their companies
Cubby · wedc.org · Aug 19, 2026
Frequently asked questions
- How many investments has Fractal Software made?
- Fractal Software has 16 tracked investments.
- What stage does Fractal Software invest at?
- Fractal Software invests at the Series A, Series B, Series C, Growth stages.
- What sectors does Fractal Software focus on?
- Fractal Software focuses on AI & Machine Learning, Enterprise Software, SaaS.
- Who does Fractal Software co-invest with?
- Fractal Software most often shares deals with 1984 Ventures Management, Llc, AlleyCorp, Sarah Smith, among 8 tracked co-investors.
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