Fundraising Fox
Pivot Investment Partners
Venture capitalNew York · Growth · 5 people tracked
Also known as PIVOT INVESTMENT PARTNERS, LLC
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Investment thesis
Pivot Investment Partners invests in transformative financial technology companies at the early growth equity stage. The firm believes disruption of the financial services status quo is creating opportunities for fintech innovators as both competitors and partners to mainstream institutions. Drawing on the partners' experience leading global financial services businesses, the firm applies a practitioner's lens to investing, emphasizing scalability, sustainability across business cycles, customer buying behavior, and company leadership. Its focus areas include financial plumbing and infrastructure, B2B payments, capital markets technology, digital wealth and advisor technology, actionable data and analytics, and insurance technology. The firm aims to source privileged deal flow and make a meaningful post-investment impact.
Source: firm website, verified Oct 27, 2026.
Team · 5 people
from the firm's website & curated
Principal whose background includes Noon Energy, XL Batteries, Sofinnova Partners, and Molecular Foundry.
A principal at Pivot Investment Partners with extensive experience running and investing in financial services businesses.
A principal at Pivot Investment Partners with a background as a senior operating executive in global financial services.
A principal at Pivot Investment Partners with deep domain expertise in retail and wholesale banking.
Founder mafia
2 people who came through Pivot Investment Partners went on to found or lead other companies.
What they invest in
from 10 of 34 portfolio companiesFintech ×10SaaS ×6AI & Machine Learning ×5Enterprise Software ×5Data & Infrastructure ×3Consumer ×1Crypto & Web3 ×1Hardware ×1
HQs:United States×8Canada×1United Kingdom×1
Investments · 34 tracked
founders shown can be your intro pathBy year:2025 · 22021 · 12019 · 12017 · 12015 · 12014 · 17 dated
Earnest Analytics provides investment firms with consumer spending data, earnings forecasting, and market intelligence to support equity research and portfolio management.
AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechMarketing TechSaaSNew York, US
Kevin Carson(Founder & CEO)in
BoardJohn Elton(Director)inJason Douglas McDougall(Director)
Co-investorsBonfire VenturesFf Venture CapitalGreycroftOsage Venture PartnersPeak Partners
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 FinancialOCA VenturesRecharge Thematic Ventures Management LlcRibbit Capital
Breeze provides end-to-end payment infrastructure that owns the payment rails, holds legal entities, and assumes transaction risk on behalf of its customers.
AI & Machine LearningCrypto & Web3FintechSaaS
Co-investorsMantis Capital
Capsa builds an AI platform for private capital firms that indexes a firm's documents, communications, and decisions into a single knowledge layer to support due diligence and investment analysis.
AI & Machine LearningEnterprise SoftwareFintech
Danyal ÖzdüzencilerinCallum Downiein
Co-investorsAdelineAntlerCornerstone VCOutward VCTrueSight VenturesTX Ventures
Consumer Edge provides global consumer transaction and spending data, offering cleansed and enriched insights across 40K merchants and brands and 1,800 tickers.
Data & InfrastructureEnterprise SoftwareFintech
iCapital operates a platform that provides wealth managers and financial advisors access to structured investments, annuities, and defined outcome ETF solutions through integrated marketplaces, educational resources, and portfolio management tools.
Enterprise SoftwareFintechSaaS
Lawrence Calcanoin
Co-investorsActivant CapitalCota CapitalGoldman SachsHamilton LanePing AnSurgoCap Partners+1 more
Market Realist is a financial news and analysis publication that covers personal finance, market trends, and topics like cryptocurrency and retirement planning for individual investors.
ConsumerFintechHardwareMedia & EntertainmentNew York, US
Seymour Segnit(CEO)Michael Rodov(Executive Officer, Director)in
BoardJustin Brownhill(Director)in
Co-investorsMontage CapitalSenaHill PartnersRichmond Global Ventures
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.Fin CapitalFJ LabsHarvest Venture PartnersLuge CapitalNAventures+5 more
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+7 more
Reston, US
Mark L. Rockefeller(Executive Officer, Director)inMichael Konson(Executive Officer, Director)Benjamin Shiflet(Executive Officer, Director)in
Co-investorsAlly VenturesFenway Summer VenturesHarvard Business Angels of ChicagoMotley Fool VenturesTFX Capital
Traydstream offers an AI-powered platform that combines trade execution, financing, and risk management for banks, financial institutions, and corporates.
AI & Machine LearningFintechSaaSLondon, GB
Gary Bhattacharjee(Founder)in
Co-investorsEndeavour Ventures Ltd.AFG PartnersAYANA Capital LLC
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Institutional Capital NetworkXOR Data ExchangeAdvid ExchangeAnthemisBentoBold PenguinCapeCardCollege AveCowbellDocytDroitEthocaFenway Summer VenturesGustoH2OLendioTrovTrovatauntaptVeemVolanteXOR
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
iCapital · angelinvestorsnetwork.com · Aug 5, 2026
Capsa AI · tech.eu · Jun 10, 2026
Traydstream · traydstream.com · Aug 21, 2025
Frequently asked questions
- How many investments has Pivot Investment Partners made?
- Pivot Investment Partners has 34 tracked investments, 1 of which have exited, including 2 dated in the last 24 months.
- What stage does Pivot Investment Partners invest at?
- Pivot Investment Partners invests at the Growth 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.
- Does Pivot Investment Partners lead rounds?
- Pivot Investment Partners has led 3 of the 6 rounds where its role is on record.
- Who does Pivot Investment Partners co-invest with?
- Pivot Investment Partners most often shares deals with Activant Capital, FJ Labs, Lightbank, among 34 tracked co-investors.
Images
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