/Investor DB

Pivot Investment Partners — Full Portfolio

35 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

Archeraarchera.aiinOct 2026

Archera provides a management platform and insurance/financing products that help organizations purchase public cloud resources with reduced financial risk and optimized costs through automated cost transparency and discount optimization.

Cloud ComputingEnterprise SoftwareFintechSaaS

Aran Khanna(Founder)inNikhil Khanna(Founder)in

Co-investorsAmplify PartnersPioneer Square LabsRidge VenturesHighsage Ventures

Beamobeamo.coin𝕏

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 AIcapsa.aiin

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 Edgeconsumeredge.com

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

iCapitalicapital.comin𝕏

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 Realistmarketrealist.comin𝕏

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

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

StreetSharesstreetshares.comin

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

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 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.