Treasury — Full Portfolio

April provides embeddable tax filing and advisory tools that platforms serving small businesses and gig workers can offer as add-ons or bundle into premium tiers.

AI & Machine LearningFintechFuture of WorkSaaSNew York City, US

DMDaniel Marcous(Founder)inBen(Founder)Raj(President & COO)Ben Borodach(Founder)

Co-investorsATAtento CapitalNYNycaNYNyca PartnersQEQED InvestorsTRTranspose Platform Management

Ballerine provides AI-powered merchant policy fit analysis that evaluates whether merchants' business activities align with acceptable use policies (AUP).

AI & Machine LearningEnterprise SoftwareFintechSaaSTel Aviv-Yafo, IL

NINoam Izhaki(Founder)inNGNitzan Gelbard(Founder)inAPAlon Peretz(Founder)in

Co-investorsDADallas Venture CapitalMOMoneta VCY Y CombinatorMAMarc BhargavaTETeam8

Betterment provides automated investment management and portfolio advisory services for individual investors, including retirement accounts and taxable accounts.

FintechNew York, US

JSJonathan Stein(Executive Officer, Director)inEBEli Broverman(Founder)inJMJohn MilehaminJon Stein(Founder)

BoardPCPeter Christodoulo(Director)inRyan O'Sullivan(Director)

Co-investorsANAnthemis VentureBEBessemer Venture PartnersFJFJ LabsFRFrancisco PartnersFUFuture Perfect VenturesGLGlobespan Capital Partners+15 more

Blee provides a collaborative platform that brings legal and marketing teams together to streamline content review and approval workflows.

AI & Machine LearningEnterprise SoftwareFintechLegalTechMarketing TechNew York City, US

GSGuy Shahar(Founder)in

Co-investorsCACardumen CapitalHAHannah Grey VenturesPEPenny Jar Capital VentureY Y CombinatorFIFin Capital

Bolttech is a technology-enabled insurance ecosystem that partners with leading insurers and distribution partners to serve millions of customers globally.

FintechInsurTechSaaS

Rob Schimek(Founder)

Co-investorsACActivant CapitalLELeapFrog InvestmentsMUMundi VenturesRARaptor GroupBABaillie GiffordBLBlueRun Ventures+1 more

Brankas operates an open finance platform that connects financial institutions with technology companies and consumers in developing markets.

Data & InfrastructureDeveloper ToolsEnterprise SoftwareFintechSaaS

KSKenneth Shaw(Founder)in

Co-investorsINInsignia Ventures PartnersINIntegra PartnersAFAFG PartnersBEBEENEXTVIVisa Ventures

Capitalize provides data and AI-powered search tools for commercial real estate professionals to find lenders, loan comparables, and borrower leads nationwide.

Data & InfrastructureEnterprise SoftwareFintech

LMLuke Morris(Founder)inGSGaurav Sharma(Founder)in

Co-investorsLELerer HippeauRRRRE Ventures

Charm Security builds AI agents for scam, fraud, and cybercrime prevention that combine fraud and security expertise with behavioral psychology, working alongside fraud, financial crime, and customer-facing teams to guide real-time prevention, investigation, and resolution.

AI & Machine LearningCybersecurityFintech

RZRoy Zur(Founder)inABAvichai Ben‏(Founder)in

Co-investorsTETeam8

Copper is a mobile app that pays users with points redeemable for gift cards and cash (e.g.

Consumer

Stefan Berglund(Co-founder)inEBEddie Behringer(CEO / Co-founder)in

Co-investorsALAlumni VenturesCLClocktower VenturesFIFinancial Venture StudioLALaunchpad CapitalMAMaven VenturesOPOperator Stack+5 more

Exec was an on-demand personal assistant and errand service founded by Justin Kan that later focused on home cleaning.

ConsumerMarketplacesSan Francisco, US

JKJustin Kan(Founder)inAGAmir Ghazvinian(Founder)inDKDaniel Kan(Founder)inOHOisin Hanrahan(Co-Founder and CEO)inUmang Dua(Co-Founder and COO)in

Co-investorsHIHighland Capital PartnersY Y CombinatorALAlsop Louie PartnersCACaffeinated CapitalCRCRV (Charles River Ventures)CRCrystal Towers Capital+8 more

Groundswell is a CSR (corporate social responsibility) platform that provides employees with tax-advantaged personal giving accounts, volunteer program management, and employee assistance funds integrated into a single workplace experience.

Enterprise SoftwareHR TechImpact & Social GoodSaaSRedondo Beach, US

JWJake Wood(Founder)inAdam Miller(Executive Officer, Director)

BoardHHHeather Hartnett(Director)inJMJoe Marchese(Executive Officer, Director)in

Co-investorsCOCore Venture CapitalFEFelicis VenturesGVGV (Google Ventures)MOMoonshots CapitalCOCore Innovation CapitalHUHuman Ventures

Intelas provides a data management platform for real estate portfolios that centralizes and standardizes property-level financial and operational data from multiple sources.

AI & Machine LearningData & InfrastructureEnterprise SoftwarePropTechSaaS

DPDimitrios Pilitsis(Founder, CEO)in

Co-investorsBABackwards CapitalINInnovating Capital

Kept provides off-boarding and benefits administration solutions for companies transitioning employees, replacing standard COBRA administration processes with supportive experiences.

Enterprise SoftwareFuture of WorkHR TechSaaS

TRTopher ReynosoinHSHaak SaxberginArvind Shrihariin

Co-investorsRERecall CapitalWOWonder VenturesWEWedbush Ventures

New Range builds NuraOS, an AI-native platform that unifies compliance operations, reporting, and data for capital markets firms such as broker-dealers and clearing firms.

AI & Machine LearningFintechSaaSIrvine, US

Breanna P(Founder)

Co-investorsFIFikaTOTorch CapitalWEWedbush Ventures

Renegade provides an ownership-based model with community and operational systems to support independent insurance agents in growing, operating, and exiting their agencies.

FintechInsurTechMarketplacesNew York, US

Co-investorsBLblue 9 capitalMEMetaPropMEMetaProp VenturesNFNFXEXEx NihiloLELeft Lane Capital

Rosaly offers a financial wellbeing platform that lets employees access earned wage advances and automates the handling of salary advances for HR teams.

FintechHR TechSaaS

ASArbia SMITI(Founder)in

Co-investorsAUAUDEO VENTURESAUAuxxoCLClocktower VenturesFIFin CapitalFJFJ LabsHAHaymaker Ventures+2 more

Check Point provides unified security solutions for AI, infrastructure, data, and users across on-premises, cloud, and remote environments using hybrid mesh network architecture and zero trust principles.

Cybersecurity

Co-investorsG2G20 VenturesTATal VenturesTOTorch CapitalUPUpWestATat.inc/

Hissa provides portfolio management and secondary market infrastructure for investors managing private equity positions in Indian companies, consolidating holdings tracking and liquidity opportunities in a single platform.

B2B MarketplacesEnterprise SoftwareFintechHR TechSaaSIndia, IN

SMSatish Mugulavalli(Founder)in

Co-investorsAXAxilor VenturesYOYourNest Venture Capital

Tumelo builds proxy-voting technology for stewardship teams at financial institutions, including ProxySphere, a pass-through voting infrastructure for pooled funds serving institutional and retail investors, and ProxyBeacon, an AI platform for shareholder-voting research.

AI & Machine LearningFintechSaaS

GSGeorgia Stewart(CEO)in

Co-investorsNUNucleus Adventure CapitalUNUna Terra

Vantager is an AI-powered platform for limited partners that centralizes and indexes data from GPs and fund managers into a single repository, allowing users to access funds, underlying assets, and KPIs across their portfolio.

AI & Machine LearningEnterprise SoftwareFintechLegalTechSaaSNew York, US

MLMason Lender(CEO)inNNNicolas Neven(CTO)in

Co-investorsENEntrepreneur FirstBOBoxOne VenturesDADash Fund

Verto provides borderless payment and financial management services for startups and enterprises, enabling multi-currency transactions, local account setup, and embedded finance across global markets.

Enterprise SoftwareFintechSaaSLondon, GB

AOAnthony Oduwole(Founder)inOOOla Oyetayo(Founder)inAnthony Oduu(Founder)

Co-investorsP1P1 VenturesQUQuona CapitalUNUnicorn Growth VenturesUTUtopian VenturesVEVentures PlatformY Y Combinator+9 more