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Pivot Investment Partners

Venture capital

New York · Late Stage · 6 people tracked

Also known as PIVOT INVESTMENT PARTNERS, LLC

Find your way into Pivot Investment Partners

2,443 people in our graph share verified history with the Pivot Investment Partners team — schools, employers, funds. One of them is your warm intro.

Tobi Cokerunlockedknows Akbar Poonawala · together at Kauffman Fellows (overlapped)
knows the team · via Harvard University
×2knows the team · via Kauffman Fellows
knows the team · via University of California, Berkeley
×2knows the team · via Deutsche Bank
×3knows the team · via Bankers Trust Company
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Investment thesis

Pivot Investment Partners focuses on the FinTech sector, viewing disruption in financial services as an opportunity for both new competitors and enablers of mainstream financial institutions. The firm emphasizes a discerning, domain-expertise-driven approach, contrasting itself with momentum-based investors and trend followers. Its operating experience informs decisions by evaluating scalability potential, sustainability across business cycles, customer buying behaviors, and company leadership. Areas of focus include financial plumbing and infrastructure, B2B payments, capital markets technology, and digital wealth and advisor technology.

Source: firm website, verified Sep 1, 2026.

Stage
Late Stage
HQ
New York, US
Founded
2014
Private fund assets
$205.9M
VC funds
2
Tracked investments
6

Team · 6 people

from the firm's website & curated

Founder mafia

2 people who came through Pivot Investment Partners went on to found or lead other companies.

What they invest in

from 4 of 6 portfolio companies

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

HQs:United States×5Canada×1

Investments · 6 tracked

founders shown can be your intro path

By year:2025 · 12019 · 12017 · 12015 · 14 dated

EARNESTearnestresearch.comin𝕏✓ verifiedAcquired

Earnest Analytics works with data partners to turn raw data into analytics and insights for business and investment professionals.

AI & Machine LearningData & InfrastructureFintechMarketing TechSaaSNew York City, US

Kevin Carson(Founder & CEO)in

Co-investorsBonfire VenturesFf Venture CapitalPeak PartnersOsage Venture Partners

Dv01dv01.coin𝕏Jan 2019

dv01 is a data-first company that aggregates loan-level data and builds analytical tools for the structured finance and structured products market.

Data & InfrastructureFintechSaaSNew York, US

Perry Rahbar(Executive Officer, Director)inIlan Stern(Director)Brian McGrath(Director)

Board seatDinkar Jetley· per SEC Form D

Co-investorsClocktower VenturesIlluminate FinancialRecharge Thematic Ventures Management Llc

Institutional Capital NetworkDec 2017SEC filingmedium confidence

New York, US

Daniel Vene(Executive Officer, Director)Nicholas Veronis(Executive Officer, Director)Lawrence Calcano(Executive Officer, Director)

BoardJohn Robertshaw(Director)Philip Pool(Director)Brian Levine(Director)

Board seatDinkar Jetley· per SEC Form D · $12.6M raise · filed Dec 2017

Co-investorsT. Rowe PriceUBS

XOR Data ExchangeAug 2015SEC filingmedium confidence

Austin, US

Michael Cook(Executive Officer, Director, Promoter)

BoardAlex Acree(Director)Stuart Larkins(Director)Norman Willox(Director)

Board seatLarry Klane· per SEC Form D · $7.2M raise · filed Sep 2015

Co-investorsChicago VenturesKGC Capital

OneVestonevest.comin𝕏Jan 2025 · $20M

OneVest provides an AI-native operating system platform for wealth management that integrates fragmented legacy systems, enabling financial firms to operate with greater speed, control, and scale.

AI & Machine LearningEnterprise SoftwareFintechToronto, CA

Jakob Pizzera(Founder)inAmar Ahluwalia(Chief Executive Officer)in

Co-investorsAAF Management Ltd.Harvest Venture PartnersLuge CapitalNAventuresOMERS VenturesPanache Ventures+5 more

Snapsheetsnapsheetclaims.comin𝕏

Snapsheet builds claims-management technology for property and casualty insurance carriers, offering photo-based estimating, appraisals, digital payments, and a complete claims processing system.

FintechInsurTechSaaS

Brad Weisberg(Founder)inCJ Przybylin

Co-investors500 GlobalActivant CapitalCommerce VenturesF-Prime CapitalIA Capital GroupLightbank+5 more

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.

Portfolio news

latest coverage across their companies

Frequently asked questions

What stage does Pivot Investment Partners invest at?
Pivot Investment Partners invests at the Late Stage stage.
What sectors does Pivot Investment Partners focus on?
Pivot Investment Partners focuses on Fintech.
Where is Pivot Investment Partners located?
Pivot Investment Partners is headquartered in New York, US.

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