/Investor DB

Pivot Investment Partners — Full Portfolio

7 tracked investments · listed companies and verified rows first

Earnest Analyticsearnestanalytics.com𝕏Aug 2014✓ verifiedAcquired

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

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 FinancialOCA VenturesRecharge Thematic Ventures Management LlcRibbit 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.Fin CapitalFJ LabsHarvest Venture PartnersLuge CapitalNAventures+5 more

Snapsheetsnapsheetclaims.comin𝕏Mar 2021

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

Traydstreamtraydstream.comin𝕏Aug 2025

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 Exchange

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.