Fundraising FoxSocial Leverage — 2025 Investments
5 investments dated 2025 · listed companies and verified rows first · show all
AI-powered communications archiving and marketing-review compliance platform for wealth management and financial services firms.
AI & Machine LearningEnterprise SoftwareFintechSaaSAlpharetta, US
Larry Shumbres(Founder and CEO)inShea Werner(Executive Officer)inMatt Ober(Executive Officer)in
Board seatMatt Ober· per SEC Form D
Co-investorsGaruda VenturesGray Line Partners
Fiscal.ai is a financial data platform and research terminal combining institutional-grade fundamentals with an AI copilot.
Braden Dennis(Founder)in
Co-investorsPortag3 VenturesPortage VenturesTinySeedVanEck
LEA Technologies builds enterprise AI workflows for registered investment advisors (RIAs) and wealth management firms, aiming to save staff time and generate client insights within the tools firms already use.
AI & Machine LearningEnterprise SoftwareFintechNew York City, US
Blake W. Augsburger(Manager)inMax Klein(Founder & CEO)in
Co-investorsEntrepreneurs Roundtable Accelerator (ERA)
Seeds is an investing platform for financial advisory firms to build, manage, and execute investment strategies, including unified managed accounts (UMAs), direct indexing, rebalancing, and tax-loss harvesting.
Enterprise SoftwareFintechSaaSNew York, US
Michael Conway(Founder & Chairman)inZachary Conway(Founder & CEO)in
Co-investorsBlank VenturesHongShan Capital Group
SlashExperts operates a B2B platform that connects prospective buyers with a vendor's existing satisfied customers for peer reference conversations, aiming to provide authentic validation during the sales process.
AI & Machine LearningMarketing TechSaaSSales TechSan Francisco, US
Braydan Young(Founder)inJeff Schnepple(Founder)in
BoardMatt Ober(Director)in
Co-investorsTouring CapitalVeridical Ventures
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.