/Investor DB

Portag3 Ventures — Full Portfolio

13 tracked investments · listed companies and verified rows first

Personal Capitalpersonalcapital.comin𝕏Jul 2017SEC filingmedium confidence

Personal Capital provides wealth management and investment advisory services, offering personalized portfolio strategy, retirement planning, and tax-optimized investment management for individual investors.

FintechSan Carlos, US

William H Harris(Executive Officer, Director)Paul Bergholm(Founder)Mike Armsby(Executive Officer)Jay Shah(Executive Officer, Director)Bill Harris(Founder)Louie Gasparini(Founder)

Board seatPaul Desmarais III· per SEC Form D · $50M raise · filed Aug 2017

Co-investorsCorrelation VenturesCrosslink CapitalIVP (Institutional Venture Partners)New York Life VenturesPropel Venture PartnersVenrock+2 more

Acheelacheel.comin𝕏

Acheel is a French insurtech offering online insurance products for individuals and professionals, including home, auto, health, pet, non-occupant landlord, borrower, school, legal protection, and professional liability coverage.

FintechInsurTechSaaS

Ralph Ruimy(Founder)inFrancky Défosséin

Co-investorsSerena

Atomicatomic.financialin

Atomic builds financial infrastructure and open finance solutions used by financial institutions.

Data & InfrastructureDeveloper ToolsFintechSaaSSalt Lake City, US

Jordan Wright(Co-founder)inScott Weinert(Co-founder)inAndrea Martone(Co-founder)inLindsay Davis(Head of Markets (as of 2021-2022))in

BoardJosh McFarland(Greylock Partner (investor contact / board involvement implied))in

Co-investorsAquiline Technology GrowthATX Venture PartnersCore Venture CapitalGreylock PartnersMercato PartnersPortage Ventures+5 more

Dropgetdrop.comin

Fresco builds an AI cooking companion and a connected-cooking platform (KitchenOS) that appliance and app brands embed to deliver guided cooking experiences across devices.

AI & Machine LearningConsumerFoodTechIoT

Co-investorsInnolinks VenturesVTF CapitalAream & Co.Decathlon Capital PartnersFf Venture CapitalHOF Capital+3 more

Dropdrop.money

Toronto-based mobile rewards company whose free app pays users cash-back points on purchases with partner merchants.

Co-investorsCoinFundFf Venture CapitalAream & Co.HOF CapitalNew Enterprise Associates (NEA)Sierra Ventures+1 more

Fondeadorafondeadora.comin𝕏Series A

Fondeadora is a financial platform in Mexico offering banking accounts and services for individuals, freelancers, and small businesses.

FintechMexico City, MX

Norman Müller(Founder)inRene Serrano(Founder)inNorman Muller Vergara(Executive Officer, Director)Rene Omar Serrano Ocampo(Executive Officer, Director)

BoardDarian Shirazi(Director)in

Co-investorsFoundation CapitalHi VenturesIGNIAPortage VenturesVentureSouqY Combinator+8 more

Hellas Directhellasdirect.grin𝕏Jan 2018

Hellas Direct is an online insurer offering car and home insurance in Greece, with fast claims handling, flexible coverage and payment options, and a network of partner repair shops.

FintechInsurTechMaroúsi, GR

Alexis Pantazis(Founder)inEmilios Markou(Founder)in

Co-investorsETF PartnersPerscitus LLPPortage VenturesEBRDEndeavor CatalystEuropean Investment Bank+1 more

Kin Insurancekin.comin𝕏Aug 2017

Kin is a home insurance provider that offers both self-service and agent-assisted policy purchase and management for homeowners.

ConsumerFintechInsurTechChicago, US

Sean Harper(Founder)inLucas Ward(Founder)inSebastian Villarreal(Founder)inBret Bret HarperinJason Heidkampin

BoardEric Carlborg(Director)in

Co-investors500 GlobalACTIVATE CAPITAL PARTNERSAlpha EdisonAugust CapitalAvanta VenturesBetter Tomorrow Ventures+26 more

Limelight Healthlimelighthealth.comAug 2017 · $7MAcquired

Insurtech provider of cloud quoting, rating and underwriting software for group employee benefits carriers; acquired by FINEOS in 2020.

San Francisco, US

Michael Lujan(Executive Officer, Director)Jason Andrew(Executive Officer, Director)Garrett Viggers(Director)

BoardManish Agarwal(Director)inEric Emmons(Director)inFred Toney(Director)

Co-investorsAtlantic Vantage PointAXA Venture PartnersMassMutual Ventures

Sanlosanlo.ioinMay 2021

Sanlo provides monetization and payment infrastructure for game developers and publishers, including a D2C web shop builder, web checkout, and native Unity checkout to accept payments across web shops, web games, and alternative app stores.

E-commerceFintechGamingSaaS

Olya Caliujnaia(Founder)William Liu(Founder)

Co-investorsGFR FundIndex VenturesChemistryFin CapitalGokul RajaramLondon Venture Partners+2 more

Socotrasocotra.comin𝕏Jan 2020 · $15.2M

Socotra is a cloud-native insurance core platform that provides configuration-only deployments, open APIs, and real-time data access for insurers across personal, commercial, and life insurance lines.

AI & Machine LearningCloud ComputingInsurTechSaaSPalo Alto, US

Dan Woods(Founder)inEkine Akuiyibo(Chief Operating Officer)inSonny Patel(Chief Product and Technology Officer)in

BoardBenny Peretz(Director)

Co-investors8VCActivant CapitalMS&AD VenturesPortage VenturesTuesday CapitalUlu Ventures+2 more

Streetcontxtstreetcontxt.comin𝕏Apr 2017Acquired

Street Contxt provides email intelligence and communication tools for capital markets participants, helping brokers, banks, and buy-side firms manage research distribution, identity, and client interests.

Enterprise SoftwareFintechSaaSSales Tech

Co-investorsCommunitas Capital PartnersGarage Capital8VCJoe LonsdalePalm Drive CapitalPoint72 Ventures+1 more

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Quovo

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.