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Naples Technology Ventures

Venture capital

Naples · Seed–Series A · 6 people tracked

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Investment thesis

Naples Technology Ventures focuses on early-stage B2B SaaS platforms addressing critical operational challenges in highly regulated, legacy-system-dependent industries. The firm identifies companies with disruptive potential in large addressable markets characterized by fragmented workflows, regulatory complexity, and digital transformation opportunities. A dedicated healthcare fund emphasizes AI-driven solutions modernizing healthcare operations across payers, providers, and intermediary services. The firm prioritizes founders with deep domain expertise, strong execution track records, and demonstrated ability to build valued products and scale efficiently.

Source: firm website, verified Jul 21, 2026.

Stage
Seed–Series A
HQ
Naples, US
Instruments
Equity
Tracked investments
37

Team · 6 people

from the firm's website
Brij Sharma· Co-Founder & Managing Partnerin

Co-founder and Managing Partner with over 25 years of experience as an entrepreneur and investor across the U.S., India, and GCC Region. Founded Tela Sourcing, an outsourcing company serving the U.S. healthcare insurance market that was sold to TriZetto; co-founded Express Clinics in India with Davita Inc.; and founded MDIndia, a major health insurance third-party administrator managing over 40 million lives. Active investor in healthcare technology, outsourcing, and mobile commerce ventures, and advisor to a healthcare-focused private equity fund since 2010.

Bob Carlin· Operating Partnerin

Operating Partner and Investment Committee member responsible for financial and operational functions. Veteran business and private-equity executive with a track record of scaling companies and orchestrating exits. Previously served as CEO of HealthASPex Services and President/CFO of Tela Sourcing, and as CEO of Peak Risk Adjustment Services at a healthcare PE firm. Later founded My Home Companion, a home healthcare company acquired by Capital City Nurses. Holds BS in Accounting and maintains CPA credentials.

Bill Carlin· Financial Controllerin

Financial Controller with over 25 years as a CPA and financial executive. Provides fractional CFO-level support across accounting, audit, tax, and treasury functions. Offers guidance on financial controls, cash flow management, and financial statement preparation to portfolio companies conducting M&A and growth initiatives.

Chris Huber· Advisor / Independent Member of Investment Committeein

Advisor and independent Investment Committee member with over 25 years of leadership experience spanning consulting, private equity, and business innovation. Started career at Accenture leading technology implementations and revenue strategy, including large-scale merger integration. Served as Business Performance Officer at DST Systems (now SS&C) directing corporate development, and as COO of Cobalt Ventures where he helped build a medical imaging platform. Founded Dunes Capital to advise companies on growth strategy and M&A. Holds BSBA in Finance and Economics.

Kiley Raffetto· Executive Assistant / Operations Managerin

Executive Assistant and Operations Manager supporting leadership, office operations, and strategic initiatives. Previously managed daily operations of a private business in New Jersey handling administrative oversight, client relations, and business development. Brings nearly a decade of experience as a Correctional Officer in California, developing strong communication and problem-solving skills.

Luke Curran· Senior Analystin

Senior Analyst focused on market research, deal sourcing, startup evaluation, and portfolio development. Built career in capital markets raising and managing capital for sophisticated investors. At Webull Financial founded and led client outreach programs, raising over $1 billion in AUM from 600+ high net worth clients while managing a team. Previously worked as registered representative at Phoenix Financial Services raising capital for public and private securities. Graduate of University of Tampa with FINRA Series 7 and Series 63 licenses.

What they invest in

from 6 of 37 portfolio companies

Fintech ×4AI & Machine Learning ×3Enterprise Software ×2HR Tech ×2Marketing Tech ×2SaaS ×2Data & Infrastructure ×1Sales Tech ×1

HQs:United States×2

Investments · 37 tracked

founders shown can be your intro path
Aciumacium.ioin𝕏
Acquiredpendella.com
Agrisource Data
AllDigital Specialtyalldigitalspecialty.com
Balderton eFrontCloudefrontcloud.com
Beambeam.live
Boulo Solutionsboulosolutions.com
Business Optixbusinessoptix.comin
Community Capitalcommunityct.com
Everywareeveryware.comin𝕏
Ferryuseferry.com
FinGoalfingoal.comin

FinGoal analyzes transaction data to create persona tags for users, which can be integrated into CRM and marketing automation tools to deliver personalized offers. The platform works with financial institutions, fintechs, and data aggregators.

Data & InfrastructureFintechMarketing TechLafayette, US

David Nohe(CEO)

Finlifinli.comin

Finli provides financial management tools and digital banking solutions for small businesses and financial institutions. The company focuses on offering accessible money management software to help entrepreneurs manage their business finances.

FintechSaaSSales TechSan Marino, US

Lori Shao(CEO)

Fixtfixt.coin𝕏
Gainfrontgainfront.comin𝕏
GloveBoxgloveboxapp.com
GoWell Benefitsgowellbenefits.com
Inclusivelyinclusively.com

Inclusively operates an AI interface that translates employee pain points into relevant Employee Assistance Program (EAP) resources, addressing the problem of underutilization when employees don't know they need these services. The solution serves HR and employee benefit providers by helping them demonstrate impact and improve benefit usage.

AI & Machine LearningEnterprise SoftwareHR Tech

International Screening Solutions
Irisheyiris.aiin
Itopiaitopia.com
Kasistokasisto.com

Kasisto develops agentic AI software for banking and financial institutions, enabling predictive customer engagement, personalized experiences, and proactive outreach while maintaining regulatory compliance. The platform combines behavioral intelligence and multi-agent coordination to help banks reduce costs, increase revenue, and improve customer satisfaction.

AI & Machine LearningEnterprise SoftwareFintech

LendingStandardlendingstandard.com
Lucylucy.aiin
Management Research Servicesmanagementresearchservices.comin
Medsienmedsien.comin𝕏
Pay Theorypaytheory.comin𝕏
Privvaprivva.comin𝕏
Rellevaterellevate.com

Rellevate provides digital banking and disbursement services, including on-demand pay solutions and government payment programs for employers, government agencies, nonprofits, and insurance companies. The platform enables real-time wage access, benefits distribution, and financial wellness tools through digital wallets, prepaid cards, and traditional transfers.

FintechHR TechSaaS

SoftLedgersoftledger.comin𝕏
Streannstreann.comin𝕏
Tinysponsortinysponsor.com
Tomahawk Roboticstomahawkrobotics.com
Vertalovertalo.comin
XUPxuppay.com
Zenapsezenapse.com

Zenapse is an AI-powered marketing platform that uses emotional intelligence to identify anonymous visitors, track conversion friction, and deliver personalized messaging in real time. The platform serves e-commerce and digital brands seeking to improve conversion rates through dynamic personalization based on consumer psychographics.

AI & Machine LearningMarketing Tech

Frequently asked questions

What stage does Naples Technology Ventures invest at?
Naples Technology Ventures invests at the Seed, Series A stages.
What sectors does Naples Technology Ventures focus on?
Naples Technology Ventures focuses on AI & Machine Learning, Cybersecurity, Digital Health, Enterprise Software, Fintech, InsurTech, SaaS, Sector Agnostic.
Where is Naples Technology Ventures located?
Naples Technology Ventures is headquartered in Naples, US.

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