Fundraising Fox

TTV CapitalFull Portfolio

95 tracked investments · listed companies and verified rows first

Bill.com Holdings, Inc.bill.comin𝕏NYSE: BILLJun 2021

BILL is a unified financial operations platform that automates accounts payable, receivables, and spend management for businesses.

AI & Machine LearningEnterprise SoftwareFintechSaaSSan Jose, US

Rene A. Lacerte(Executive Officer, Director)inRené Lacerte(Founder)inBora Chung(Executive Officer)Thomas J. Clayton(Executive Officer)John R. Rettig(Executive Officer)Rajesh A. Aji(Executive Officer)

Co-investorsAugust CapitalBYU Cougar CapitalCommerce Venturescoreteq venturesCross Creek AdvisorsDCM Ventures+6 more

Cardlyticscardlytics.comin𝕏NASDAQ: CDLXMay 2017

Cardlytics operates a commerce media platform that uses card-linked purchase data to deliver targeted offers and closed-loop measurement for marketers and advertisers, and personalized rewards programs for banks and publishers.

AdTechFintechMarketing TechAtlanta, US

Scott Grimes(Executive Officer, Director)inLynne Laube(Executive Officer, Director)Kirk Somers(Executive Officer)David Evans(Executive Officer)

BoardJohn Klinck(Director)inMark Johnson(Director)in

Co-investorsBaroda VenturesCanaan PartnersKinetic Ventures, L.L.C.Next Coast VenturesSavano Capital PartnersHyperplane Venture Capital+1 more

Green Dotgreendot.comin𝕏NYSE: GDOTOct 2014

Provider of prepaid financial services, and owns and operates the Green Dot Network, the largest cash reloading network in the United States.

Provo, US

George Gresham(Executive Officer, Director)Jess Unruh(Executive Officer)Teresa Watkins(Executive Officer)Amy Pugh(Executive Officer)Chris Ruppel(Executive Officer)Konstantinos Sgoutas(Executive Officer)

Co-investorsMillennium Technology Value PartnersTenaya Capital

Turbineturbine.coinApr 2025 · $22M✓ verified

Turbine provides financing that lets venture capital firms and their limited partners borrow against fund positions and carried interest instead of selling them, giving GPs and LPs access to liquidity while retaining ownership.

Fintech

Co-investorsAlpha EdisonB Capital GroupB4 CapitalEvolution VenturesTemerity Capital PartnersB Capital+5 more

Andoando.soin𝕏Sep 2021SEC filingmedium confidence

Ando is a messaging platform rebuilt to enable AI agents to work as team members alongside humans, providing agents with full context, explicit permissions, and filtered conversation surfacing.

AI & Machine LearningFuture of WorkSaaSSan Diego, US

Ivan ZhouinJohn Paul McNeill(Executive Officer, Director)Thomas Hemmings(Executive Officer)

BoardSofia DolfeinSanti Subotovsky

Board seatGardiner W. Garrard· per SEC Form D · $11.4K raise · filed Nov 2021

Co-investorsAccelIndex VenturesSlow Ventures

Charlie Financialcharlie.comOct 2023

Charlie is a financial services company offering banking services designed for people aged 62 and over, with features like fraud protection, no monthly fees, and human customer support.

FintechLos Angeles, US

Kevin Nazemi(Executive Officer, Director)Ibrahim El Tatawy(Executive Officer, Director)Ivan Nausieda(Executive Officer, Director)

BoardGardiner Garrard(Director)in

Board seatGardiner W. Garrard· per SEC Form D

Co-investorsExpaFPVWestern Technology InvestmentBetter Tomorrow Ventures

Controlscancontrolscan.comin𝕏Jun 2016acquired by VikingCloud (Sysnet Global Solutions)

Cybersecurity and PCI compliance provider, now operating under the VikingCloud brand at controlscan.com.

AI & Machine LearningCybersecuritySaaSAlpharetta, US

Joan Herbig(Executive Officer, Director)John Fasano(Executive Officer)

BoardSean Banks(Director)inTom Roberts(Director)Mark Johnson(Director)inMark Godschalk(Director)

Board seatSean M. Banks· per SEC Form D

Co-investorsEscalate Capital PartnersThompson Street Capital Partners

Fanbankfanbank.comNov 2020SEC filingmedium confidence

Santa Monica, US

Mitchell Jacobs(Executive Officer, Director)

BoardBrian Garrett(Director)in

Board seatGardiner W. Garrard· per SEC Form D · $3.3M raise · filed Dec 2020

Co-investorsCrosscut VenturesIrishAngels

Foro HoldingsJun 2025SEC filingmedium confidence

Charlotte, US

Rohit Mathur(Executive Officer, Director)Richard Thompson(Executive Officer, Director)David Reed Godsman(Executive Officer, Director)Hugh McColl III(Director)

BoardDavid Vorhoff(Director)

Board seatLizzie Hartley· per SEC Form D · $10M raise · filed Jul 2025

FtransAug 2016SEC filinghigh confidence

Atlanta, US

Rodney Schansman(Executive Officer, Director)Gardiner Garrard(Director)inDan Drechsel(Director)John Chandy(Executive Officer)Sean Banks(Director)inBrian Hirsch(Director)

Board seatGardiner W. GarrardSean M. Banks· per SEC Form D · $300K raise · filed Aug 2016

Greenlight Financial TechnologyApr 2021SEC filingmedium confidence

Atlanta, US

Johnson Cook(Executive Officer, Director)Timothy Sheehan(Executive Officer, Director)in

BoardAlex Baker(Director)Gardiner Garrard(Director)inChris Olsen(Director)inNeil Underwood(Director)

Board seatGardiner W. Garrard· per SEC Form D · $260M raise · filed May 2021

Co-investorsG SquaredAndreessen HorowitzDrive Capital

INSTANT FINANCIAL, INC.Apr 2018SEC filingmedium confidence

Vancouver

RYAN VOLBERG(Director)JANET BANNISTER(Director)STEVE BARHA(Executive Officer, Director)KEVIN FALK(Director)CAMPBELL B. LANIER(Director)

Board seatGardiner W. Garrard· per SEC Form D · $7.4M raise · filed May 2018

Co-investorsKinetic Ventures, L.L.C.

MobileofferDec 2020SEC filingmedium confidence

Calabasas, US

Kurt Brendlinger(Executive Officer, Director)

BoardMichael Kong(Director)Jason Turner(Director)

Board seatGardiner W. Garrard· per SEC Form D · $3M raise · filed Feb 2021

Scratch FinancialMay 2018SEC filingmedium confidence

Los Angeles, US

Caleb Morse(Executive Officer, Director, Promoter)John Keatley(Executive Officer, Director, Promoter)

Board seatGardiner W. Garrard· per SEC Form D · $6.6M raise · filed Jun 2018

SmartPathjoinsmartpath.comin𝕏Jan 2019

SmartPath provides comprehensive financial education solutions including daily classes, one-on-one coaching, and digital tools to individuals through partnerships with financial institutions, fintech companies, and employers.

EdTechFintechHR TechAtlanta, US

Alok Deshpande(Founder/President)inMark Miles(Director)

BoardGardiner Garrard(Director)inDavid Maritirano(Director)Karim Shariff(Director)

Board seatGardiner W. Garrard· per SEC Form D

Co-investorsPJCY CombinatorTTV

VeradyMay 2022SEC filingmedium confidence

Atlanta, US

JAMES KELL CANTY(Executive Officer)

Board seatGardiner W. Garrard· per SEC Form D · $20M raise · filed Jun 2022

Acousticacoustic.comin𝕏

Acoustic is a marketing technology company that provides a customer engagement platform for lifecycle marketers to understand consumer intent and drive engagement through real-time behavioral data and AI-powered analytics.

Enterprise SoftwareMarketing TechSaaS

Co-investorsFrancisco PartnersSapphire Ventures

Apruveapruve.comin𝕏

TreviPay provides a managed B2B payments and trade credit platform that lets enterprise sellers offer net terms and Pay by Invoice, with AI-enhanced underwriting, invoicing, and accounts receivable automation across channels and ERPs.

Enterprise SoftwareFintechSaaSMinneapolis, US

MICHAEL T. NOBLE(Executive Officer)

Co-investorsMatchstick Ventures

Artistgrowthartistgrowth.comin

Artist Growth offers an MCP (Model Context Protocol) integration that lets teams connect their preferred AI LLM to query the data in their account through chat prompts.

AI & Machine LearningData & InfrastructureSaaS

Askthemisaskthemis.comin𝕏

Themis is a compliance collaboration and governance, risk, and compliance (GRC) software platform that lets companies review compliance controls, share documents with partners and regulators, and manage due diligence in real time.

Enterprise SoftwareFintechSaaS

Assetclassassetclass.com

Asset Class offers an AI platform (Athena) for private capital firms (private equity and venture capital) that unifies fund management, investor relations, capital calls and distributions, compliance screening, reporting and an LP portal.

AI & Machine LearningFintechSaaS

Badgetrybadge.comin𝕏

Badge is a platform for creating and managing mobile wallet passes, with a no-code interface for marketers and APIs and a modular SDK for developers to connect to CRM, CDP, POS, and mobile apps.

Enterprise SoftwareMarketing TechSaaS

Co-investorsDaphniInfinity Ventures

Banyanbanyan.comin

Banyan operates a privacy-first data collaboration platform that lets merchants, banks, fintechs, and their commerce partners enrich card transactions with item-level (SKU) receipt data through a single secure connection.

Data & InfrastructureFintechRetail Tech

Co-investorsElizabeth Street VenturesMotivate Venture Capital

Bilt Rewardsbiltrewards.comin𝕏

Bilt operates a rewards program that allows renters and homeowners to earn points on rent and mortgage payments, which can be redeemed for travel, everyday purchases, or neighborhood benefits at partner merchants.

B2B MarketplacesConsumerFintechNew York, US

Ankur Jain(Founder & CEO)inDavid Wyler(Founder)inAlexander Lockwood Klokus(Executive Officer, Director)

BoardKenneth Chenault(Director)Harley Miller(Director)inAlex Fiance(Director)

Co-investorsAcrew CapitalCamber CreekDERIVE VENTURESElizabeth Street VenturesFifth WallFin Capital+8 more

BitPaybitpay.comin𝕏

BitPay provides enterprise-grade tools for cryptocurrency acceptance and spending, enabling businesses and individuals to send, receive, and store digital currencies.

ConsumerCrypto & Web3Fintech

Stephen Pair(Founder)in

Co-investorsAltai VenturesDigital Currency GroupG SquaredIndex VenturesK2 GlobalMenlo Ventures+3 more

Bookkeepbookkeep.comin𝕏

Bookkeep is a financial operations platform that unifies accounting data and automates revenue accounting, sales tax, and payout reconciliation for ecommerce merchants and accountants.

E-commerceFintechSaaSBrooklyn, US

Co-investorsHaymaker VenturesLerer Hippeau

Bridgemarketplacebridgemarketplace.comin

Bridge is a financing marketplace that connects businesses with capital providers, offering direct lending and matched capital for hotel acquisitions, renovations, refinances, and new construction, as well as inventory financing for consumer brands in retail.

B2B MarketplacesFintechPropTechNew York City, US

Harte Thompson(Founder)Rohit Mathur(Founder)

Co-investorsB3 Capital

Carefull Corporationgetcarefull.comin𝕏

Carefull provides a financial safety platform designed for families managing the financial complexities of aging, helping prevent fraud, scams, and financial mismanagement while enabling coordinated decision-making across family members and trusted financial institutions.

Digital HealthEnterprise SoftwareFintechWellness & Fitness

Max Goldman(Co-CEO / Founder)Todd Rovak(Co-CEO / Founder)

Co-investorsBessemer Venture PartnersCommerce VenturesLongevity Venture PartnersNextView VenturesMontage VenturesSpringbank

Carputtycarputty.comin𝕏Dec 2022

Carputty offers digital auto financing for U.S. car buyers, providing fixed-rate single-vehicle loans through a lending partner along with tools to track and predict vehicle value over time.

FintechMobility & TransportationSaaSAtlanta, US

J. Patrick Bayliss(President and CEO)

BoardMichael Tannenbaum(Resigned as a Director 7/16/2021)

Co-investorsFontinalis PartnersGrand VenturesKickstartKinetic Ventures, L.L.C.Porsche Ventures

Carry1stcarry1st.comin𝕏

Carry1st provides payment processing, game distribution, and marketing services for publishers entering African and Middle Eastern markets.

B2B MarketplacesFintechGaming

Lucy Hoffman(Founder)in

Co-investorsBitkraft Esports VenturesSony Ventures CorporationAndreessen HorowitzAvenir Growth CapitalCapria VenturesCRE Venture Capital+9 more

Circuitcircuit.aiin

Circuit is an AI platform that converts a company's technical documentation into specialized agents to assist with quoting, configuration, field service, and troubleshooting.

Advanced ManufacturingAI & Machine LearningEnterprise Software

Co-investors7BC Venture CapitalCapital FactoryCarnrite VenturesInterlock PartnersTensility Venture Partners

ClarityPayclaritypay.comin

ClarityPay is a lending technology platform that partners with retailers, service providers, and other merchants to offer their customers pay-over-time financing plans with transparent terms.

FintechSaaS

Co-investorsVesey Ventures

CurbWastecurbwaste.com

CurbWaste offers a cloud-based platform that consolidates operational and management software needs for waste haulers, covering client servicing, scheduling, and business operations.

Circular EconomyLogistics & Supply ChainSaaS

Michael Marmo(Founder)in

Co-investorsB Capital GroupB4 CapitalMucker CapitalFlourish VenturesSocium Ventures

DefenseStormdefensestorm.comin𝕏

DefenseStorm provides an AI-governed cyber risk management platform for U.S. banks and credit unions, combining managed detection and response, continuous risk intelligence, and governance/evidence tools in a single data engine called GRID Active.

AI & Machine LearningCybersecurityFintech

Co-investorsBTECH CONSORTIUMCurql Collective, LLCFINTOP CapitalNext Level VenturesGeorgian

Everywareeveryware.comin𝕏

Everyware provides payment solutions that let businesses accept payments online, in person, and via text, using APIs or a payments and text-messaging portal.

FintechSaaS

Co-investorsNaples Technology VenturesSilicon Road Ventures

Exactualsexactuals.comin𝕏

Exactuals provides a payments platform that automates high-volume payment workflows for organizations, enabling faster processing of manual administrative work at scale.

Enterprise SoftwareFintechSaaS

Co-investorsTemerity Capital Partners

Fairplayfairplay.aiin𝕏

FairPlay applies AI to consumer loan underwriting to help lenders assess hard-to-score borrowers and improve financial inclusion.

AI & Machine LearningFintechSaaS

Kareem Saleh(Founder & CEO)inJohn Merrill(Co-Founder & CTO)inAdrian Lai(VP of Marketing & Growth)Abby Hogan(SVP of Legal Affairs)Mark Jones(VP of Engineering)Patrick Cadic(COO)

Co-investorsFinancial Venture StudioInfinity VenturesNazcaNycaNyca PartnersRestive Ventures

Featurespacefeaturespace.com

Featurespace provides an AI-powered fraud detection platform deployed across financial institutions, payment processors, and insurance companies globally.

AI & Machine LearningCybersecurityFintech

Co-investorsBright Pixel CapitalHighland EuropeMissionOG

Financeitfinanceit.ioin𝕏

Financeit provides a point-of-sale financing platform that lets merchants offer their customers installment payment plans for purchases and projects up to $100,000.

FintechSaaS

Flossyflossy.comin

Flossy builds AI agents that handle conversations, scheduling, and performance coaching for dental practice front offices.

AI & Machine LearningHealthtechSaaS

Miles Beckett(Founder)inSteve Seigel(Founder)in

BoardStevein

Co-investorsAct One VenturesB Capital GroupB4 CapitalClocktower VenturesGreen Meadow VenturesPLG Ventures+7 more

Greenlightgreenlight.comin𝕏

Greenlight offers a debit card and mobile app for children that enables parents to set spending limits, automate chores and allowance management, and monitor transactions in real-time.

ConsumerFintechAtlanta, US

Co-investorsAndreessen HorowitzCanapi VenturesCurql Collective, LLCEthos VCEvolution VC PartnersFin Capital+8 more

Greenlightgreenlightcard.comin𝕏

Greenlight offers debit cards for kids with parental controls, including spending limits, real-time notifications, chore and allowance automation, investing, and savings features.

ConsumerFintech

Johnson Cook(Founder)in

Co-investorsDrive CapitalEvolution VC PartnersSWS Venture CapitalAndreessen Horowitz

Greenwoodbankgreenwood.com𝕏

Greenwood is a mobile financial platform offering digital checking, high-interest savings, a Mastercard debit card, and commission-free stock and ETF investing, with banking services provided by Coastal Community Bank.

FintechImpact & Social Good

Co-investorsCohen CircleOpen Opportunity FundTruist Ventures

Grifingrifin.comin

Grifin offers a consumer investing app powered by its Adaptive Investing technology, which automatically builds a personalized stock portfolio based on a user's everyday shopping and spending habits.

ConsumerFintech

Aaron Froug(Founder)inBo Starr(Founder)in

Co-investorsDraper AssociatesEvolution VC PartnersFlucas VenturesNava VenturesTampaBay.VenturesTappan Hill Ventures+5 more

Hamiltonhamilton.ai

Hamilton AI is an AI platform for private aviation operators and brokers that aggregates charter requests across channels (email, WhatsApp, marketplaces), scores and prioritizes leads, generates optimized quotes, and matches empty legs to broker requests.

AI & Machine LearningSaaSTravel & Hospitality

Higlobehiglobe.comin𝕏

Higlobe facilitates cross-border payments and international transfers for businesses and individuals, offering guaranteed low-cost transactions without transaction fees.

FintechSan Jose, US

Teymour Farman-Farmaian(Co-founder, CEO)Jeff Bolton(Co-founder, CTO)in

Co-investorsAlumni VenturesBasecamp FundBattery VenturesCastor Ventures (an Alumni Ventures Fund)Digital Currency GroupRaptor Group+1 more

Hummingbird Financial crime fightinghummingbird.coin

Hummingbird provides financial institutions with AI-powered compliance tools for anti-money-laundering investigations, helping analysts organize case information and connect data sources across their tech stack.

AI & Machine LearningCybersecurityFintechSaaS

Matthew Van Buskirk(Founder)inJesse Reiss(Founder)Joe Robinson(Founder)

Co-investorsBattery VenturesDesigner FundHomebrew

Iconiconsavingsplan.comin

Icon provides a portable retirement plan (PRP) that enables small and midsize businesses to offer retirement savings benefits to employees without sponsorship or compliance burden.

Fintech

Co-investorsIngeborg InvestmentsPortland Seed FundRethink ImpactBBG Ventures

Instantinstant.coin𝕏

Instant offers an all-in-one pay platform providing earned wage access, digital tip payouts, and a virtual pay card, letting employees access their wages and tips before payday without fees.

FintechHR TechSaaS

Tal Clark(CEO)

Co-investorsKinetic Ventures, L.L.C.Tech Square VenturesTechFarms Capital

Joinautopilotjoinautopilot.com𝕏

Autopilot is an investing app that lets users pick a curated portfolio (such as trackers following notable investors or fund managers) and connect their brokerage account, after which trades are executed automatically.

ConsumerFintechSaaS

Co-investorsEvolution VenturesNomad Venture Partners, LlcPath VenturesToba Capital

Joinlumionjoinlumion.comin𝕏

Lumion is a platform for career and vocational schools that manages the full student lifecycle on a single record, including lead capture, applications, enrollment, tuition payment plans, financial aid, collections, and student retention.

EdTechFintechSaaSSandy, US

Joshua Haghani(Founder)

KOHOkoho.cain𝕏

KOHO offers a mobile personal finance app for Canadian consumers, providing a spending account with cash back, interest-earning savings, credit building, cash advances, and additional services like eSIM and travel insurance.

ConsumerFintech

Co-investorsDrive CapitalFerst Capital PartnersNAventures

Ledgibleledgible.ioin𝕏

Ledgible is a digital asset tax information and accounting platform serving professionals, enterprises, and institutions.

Crypto & Web3Enterprise SoftwareFintechSaaS

Co-investorsCommerce VenturesFINTOP CapitalTech Square VenturesThomson Reuters Ventures

Lendkeylendkey.comin𝕏

LendKey operates an online lending platform that connects borrowers with credit unions and community banks for private student loans, auto loans, and personal loans.

B2B MarketplacesFintechMarketplacesSaaSNew York, US

Vincent Passione(Executive Officer, Director)Vince Passione(CEO & Founder)inAnoop Thyagarajan(Co-founder, Platform Engineering, Information and Data Security, and Infrastructure)in

BoardJosh Stein(Director)Carter Griffin(Director)inDanny Schultz(Director)

Co-investorsNorth Atlantic CapitalGotham VenturesStifel Financial CorpThreshold VenturesUpdata PartnersZelkova Ventures

Lightspeedlightspeedhq.comin𝕏

Lightspeed provides a point-of-sale and payments platform that lets retail and hospitality businesses sell in person, online, and on social channels from one connected system.

FintechRetail TechSaaS

Co-investorsAccelConexus Venture CapitalEntrée CapitalInovia CapitalRachel Zoe VenturesEndeit Capital

MakersHubmakershub.aiinMay 2022

MakersHub builds an accounts payable (AP) platform that automates procurement, vendor management, and payments while providing financial visibility and cost-structure insights.

AI & Machine LearningConstruction TechEnterprise SoftwareFintechSaaSWilmington, US

Phong Ngo(Co-founder)inCharley Howe(Co-founder)inCharles Howe(Founder)

Co-investorsQED Investors

MakersHubmakershub.comin

MakersHub is an AI-first accounts payable automation platform that captures, codes, matches, and routes vendor bills at the line-item level, with two-way sync to ERPs like QuickBooks, NetSuite, Sage Intacct, and Xero.

AI & Machine LearningFintechSaaS

Phong Ngo(Co-founder)Charley Howe(Co-founder)

Co-investorsCanapi VenturesQED Investors

Mattermostmattermost.comin𝕏Jun 2019

Mattermost is a secure team collaboration platform designed to complement Microsoft Teams and Microsoft 365, providing on-premises or private cloud deployment with advanced customization, data control, and integration capabilities for mission-critical and highly regulated environments.

Cloud ComputingCybersecurityDeveloper ToolsEnterprise SoftwareFuture of WorkSan Francisco, US

Ian Tien(Founder/CEO)in

BoardAli Rowghani(Director)Tomasz Tunguz(Director)inShvetank Jain(Director)

Co-investorsBattery VenturesRedpoint VenturesY Combinator

Maxwell Financialhimaxwell.comin

Maxwell provides software solutions for mortgage lenders, including point-of-sale, loan fulfillment, and due diligence tools designed for small to midsize community lenders.

Enterprise SoftwareFintechPropTechSaaSDenver, US

Evan Einhorn(President & Founder)John Paasonen(Co-founder & CEO)Rutul Dave(Co-Founder / CTO)

Co-investorsCohen CircleCurql Collective, LLCMatchstick VenturesNext Level VenturesPrudenceTechstars+2 more

Medxoommedxoom.comin𝕏acquired by Zelis

FintechHealthtechSaaS

Co-investorsCreativeCoLas Olas Venture CapitalPixel Perfect Ventures

Miamia.incin𝕏Feb 2024 · $6.5M

Mia builds AI tools to modernize automotive dealership sales and operations and improve the consumer buying experience.

AI & Machine LearningRetail TechSaaS

Janna Salokangas(Founder)in

Co-investorsEniac VenturesFour Acres CapitalNorwest Venture PartnersPermanent Capital VenturesVine VenturesAnalog Ventures

Micronotesmicronotes.aiin

Micronotes provides AI-driven marketing and prescreen campaign tools for banks and credit unions to generate loans by targeting current members with offers such as auto and home-equity loans.

AI & Machine LearningFintechMarketing TechCambridge, US

Devon Kinkead(Executive Officer, Director)Joseph Heller(Executive Officer)

BoardDonald Layden, Jr.(Director)Kathryn Hinderhofer(Director)Mark Johnson(Director)inNelson Repenning(Director)

Co-investorsBankTech VenturesVestigo Ventures

Moleculamolecula.comin

Molecula builds Circuit, an AI system that converts a company's technical documentation into guided support for quoting, field service, and troubleshooting.

Advanced ManufacturingAI & Machine LearningEnterprise SoftwareAustin, US

Higinio O. Maycotte(Executive Officer, Director)John Porter(Director)Thomas J. Meredith(Director)

Co-investorsCarnrite VenturesDrive CapitalTech Square VenturesCapital Factory

Monitmonitapp.ioin

Monit offers a platform that analyzes accounting and transaction data to generate insights for banks, helping them improve relationships with their small and medium-sized business (SMB) clients.

Data & InfrastructureFintechSaaS

Co-investorsBankTech VenturesFINTOP CapitalRunway Venture PartnersCento Ventures

More on OLarryolarry.comin𝕏

OLarry provides year-round tax advisory and filing services for high-net-worth and ultra-high-net-worth individuals, entrepreneurs, and investment fund professionals, covering areas such as equity compensation, carried interest, estate transfer, and multi-state real estate structures.

FintechSaaS

Co-investorsMSIV

Mortymorty.comin𝕏

Morty is a full-stack mortgage platform that enables loan officers and brokerages to originate, manage, and scale mortgage businesses with technology, lender integration, and compliance infrastructure.

AI & Machine LearningFintechPropTechSaaSNew York City, US

Nora Apsel(Co-Founder & CEO)inAdam Rothblatt(Co-Founder & COO/CTO)in

Co-investorsMetaPropMetaProp VenturesPrudenceRethink ImpactTechstarsCorigin Ventures+5 more

MX technologiesmx.comin

MX provides financial data connectivity, intelligence, and API tools that enable banks and fintechs to deliver personalized financial guidance and insights to their customers.

Data & InfrastructureFintechSaaSLehi, US

Brandon Dewitt(Co-Founder)inRyan Caldwell(Founder and CEO)in

Co-investorsBattery VenturesCapitalGCommerce VenturesCota CapitalCross Creek AdvisorsDG Daiwa Ventures+6 more

Neovestneovest.com
Neuro Idneuro-id.com

Bellevue, US

Joseph Valacich(Executive Officer, Director)Roger Girard(Executive Officer, Director, Promoter)Rod Dunmyre(Executive Officer)Gerard Hranek(Executive Officer)Jeff Jenkins(Executive Officer, Director)

Co-investorsCanapi VenturesFin Capital

ONEAMoneam.usin

OneAM offers an invoice/receivables financing ("early pay") platform that connects SMBs and founders selling receivables with institutional investors so they can access cash on outstanding invoices instead of waiting 30 to 90 days.

B2B MarketplacesFintechSaaS

Ksusha McCormick(Chief Executive Officer)Charlotte Ng(Chief Product Officer)Shanthan Subramaniam(Chief Technology Officer)Charles Hedden(Fractional Chief Financial Officer)

Co-investorsThirdstream Partners

Onwardonwardb.comin𝕏

Onward builds AI-powered applications aimed at enhancing employee performance and automating workflows for its business customers.

AI & Machine LearningEnterprise SoftwareFuture of WorkHR TechSaaS

Girish ReddyinPrabhu PalanisamyinNikolas Huebecker(Founder)in

Co-investorsAtlassian VenturesGingerbread CapitalMatchstick VenturesCiti VenturesCorrelation VenturesLerer Hippeau

Outmarketoutmarket.aiinMay 2026 · $17M

Outmarket provides an AI platform for insurance agencies that automates document-heavy workflows such as coverage gap analysis, renewals, and policy checking.

AI & Machine LearningInsurTechSaaS

Vishal Sankhla(Founder)in

Co-investorsFikaPermanent Capital VenturesSignalFireDash FundFika VenturesTTV

Payablipayabli.comin𝕏

Payabli provides embedded payments infrastructure for software companies, covering payment acceptance (Pay In), disbursements (Pay Out), and payment operations (Pay Ops).

Developer ToolsFintechSaaS

Joseph Elias Phillips(Founder)in

Co-investorsBling CapitalFikaFundamental VenturesIA Seed VenturesQED InvestorsFika Ventures

Payrailzpayrailz.com

Glastonbury, US

Richard Pelikan(Executive Officer, Director, Promoter)Neil L. Underwood(Director)James S. Mahan(Director)Francis P. Duggan(Executive Officer, Director)James Dreibelbis(Director)Mark Johnson(Director)

Co-investorsNext Level Ventures

Plink Santa Monica, CAplink.aiin

Plink provides technology solutions with consumer- and portal-facing products, though the investor relations page gives limited detail on its specific offerings.

AI & Machine LearningFintechRetail TechSaaSLos Angeles, US

Mitch Jacobs(CEO & Founder)

Co-investorsBullpen CapitalCrossCutClocktower VenturesReciprocal VenturesTemerity Capital PartnersIrishAngels

PTO Exchangeptoexchange.comin

PTO Exchange is a benefits platform that lets employees convert the value of unused paid time off into rewards such as retirement contributions, student loan payments, savings, and charitable donations.

FintechHR TechSaaS

Co-investorsAllied Venture PartnersFin CapitalForefront VentureWestRiver Group

Q2q2.comin𝕏

Q2 provides digital banking software for financial institutions, offering platforms for consumer, small-business, and commercial banking along with AI-driven tools for fraud detection, onboarding, and account holder experiences.

AI & Machine LearningFintechSaaSAustin, US

Co-investorsCohen CircleCota CapitalMistral Venture Partners

Relay Paymentsrelaypayments.comin𝕏

Relay Payments operates a digital payment network for the transportation and logistics industry, providing fast and secure electronic payments for parties involved in freight and delivery transactions.

FintechLogistics & Supply ChainMobility & TransportationAtlanta, US

Spencer Barkoff(Executive Officer, Director)inRyan Droege(Executive Officer, Director)

BoardLee Fixel(Director)in

Co-investorsService Provider CapitalZag CapitalAddition

SamCartsamcart.comin𝕏

SamCart offers an e-commerce platform focused on optimizing checkout and product sales pages for online sellers and direct-to-consumer businesses.

Creator EconomyDirect to ConsumerE-commerceMarketing TechSaaSFulton, US

Brian Moran(Founder)inScott Moran(Founder)inBrian(Co-founder)Scott(Co-founder)KUNAL ARORA(Director)JUSTIN SMITH(Executive Officer)

Co-investorseGateway CapitalFin CapitalArdent Venture

Scratchpayscratchpay.comin

Scratch Pay offers point-of-payment patient financing that lets clients of veterinary practices apply for loans and receive instant decisions, with practices paid up front via ACH.

ConsumerFintechHealthtechLos Angeles, US

John(Founder/CEO)Caleb(Founder/President)John Keatley(Founder)

Co-investorsArgonautic VenturesCompanion FundDigitalis VenturesNorwest Venture PartnersStruck CapitalSWS Venture Capital

SimpleClosuresimpleclosure.comin𝕏May 2025 · $15M

SimpleClosure provides a tech-enabled service that helps companies shut down and dissolve, handling filings, communications, and compliance steps through a guided process and dashboard.

FintechLegalTechSaaS

Dori Yona(Founder)in

Co-investorsAnthemis VentureInfinity VenturesLegalTechCartaVera Equity

SmartAssetsmartasset.comin𝕏

Fisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients.

ConsumerFintechMarketplacesSaaSNew York City, US

Michael Carvin(Founder/CEO)in

Co-investorsContour Venture PartnersEvolution VC PartnersFitz Gate VenturesGray VenturesIA Capital GroupJavelin Venture Partners+6 more

Speedchainspeedchain.comin

Speedchain offers a commercial credit card and spend-management platform for construction companies, using an AI receipt agent to capture receipts, code purchases to job codes in real time, and enforce spend controls.

AI & Machine LearningConstruction TechFintech

Springbotspringbot.comin

Atlanta, US

Brooks Robinson(Executive Officer, Director)Allen Nance(Director)Brian Gallagher(Director)

BoardMark Johnson(Director)inDavid Gould(Director)Wayne Hunter(Director)

Co-investorsAlerion Ventures

Streetbeatstreetbeat.comin

Streetbeat is an SEC-registered AI platform for finance, offering tools for wealth management, retail investing, and compliance including an AI copilot for financial advisors and a white-label investing platform for banks and fintechs.

AI & Machine LearningFintechSaaSPalo Alto, US

Damian Scavo(Co-founder & CEO)Maciej Donajski(Co-founder & CTO)

Co-investorsAAF Management Ltd.Evolution Ventures3Lines Venture Capital

Sunboundsunboundhomes.comin

Sunbound provides a revenue operations platform for assisted living (AL) and skilled nursing facility (SNF) operators, covering financial screening at admissions, digital private-pay payment collection, and claims management.

FintechHealthtechSaaS

Co-investorsBling CapitalFikaMu VenturesUpper90

Taxbit Privatetaxbit.comin𝕏

Taxbit provides digital asset solutions related to tax and accounting for enterprise customers.

Crypto & Web3Enterprise SoftwareFintechSalt Lake City, US

Austin Woodward(Founder)Justin Woodward(Cofounder)inLindsey Argalas(CEO)

Co-investors1/1 CapitalAlbum VCAngel Collective Opportunity FundCollab+CurrencyCollaborative FundHaun Ventures+10 more

Themisthemis.exchange

Themis offers lending backed by non-fungible tokens, allowing holders to deposit an NFT as collateral and borrow against it.

Neepa Patel(Founder)in

Co-investorsGhaf Capital PartnersNFX

Tighttight.comin

Tight provides AI-native embedded accounting through APIs that SaaS and fintech platforms integrate to offer end-to-end accounting to their small business customers, including invoicing, payments, expense tracking, financial statements, bookkeeping, and income taxes.

AI & Machine LearningFintechSaaS

Trustlytrustly.netin𝕏

Trustly provides account-to-account (A2A) "Pay by Bank" payment solutions that let businesses accept instant bank transfers, payouts and refunds while verifying customers and reducing fraud.

Data & InfrastructureEnterprise SoftwareFintech

Turbineturbine.aiin𝕏Apr 2025 · $22M

Turbine develops computational simulations of cells to accelerate drug discovery and development in oncology, using in silico predictions validated through wet lab experiments.

AI & Machine LearningBiotechDeep Tech

Szabolcs Nagy(Founder)in

Co-investorsAccelAlpha EdisonAtlanticBeiersdorf Innovation FundCrane Venture PartnersInteractive Venture Partners Llc+4 more

Welcome Techwelcome.tech

Welcome Tech provides services and support to help immigrants establish themselves in a new country and navigate life in America.

ConsumerFintechHealthtechSaaSSocial

Amir Hemmat(Co-Founder and Chief Executive Officer)inRaul Lomeli(Chairman, Co-Founder and Chief Community Officer)Raúl Lomeli(Founder)in

Co-investorsBlack Tech Nation VenturesCrosscut VenturesDila CapitalGreen Meadow VenturesNext Legacy PartnersOpen Opportunity Fund+1 more

Westbound Equitywestboundequity.comin𝕏Sep 2025 · $7.5M

Westbound Equity is an investment firm with a team spanning technology, social impact, investing, culture, and talent development, supported by an Investment Advisory Committee of investors and operators who advise the firm and its portfolio founders.

Impact & Social GoodSector Agnostic

Co-investorsFoundryMubadala CapitalNext Legacy PartnersSixth StreetWestbound Equity Partners

Wildfire Systemswildfire-corp.comin

Wildfire Systems operates a white-label loyalty, rewards, and commerce platform that lets financial institutions and technology companies offer cashback, coupons, and card-linked benefits through browser extensions, shopping portals, or APIs.

AI & Machine LearningFintechMarketing Tech

Co-investorsB Capital GroupB4 CapitalBAM VenturesBonfire VenturesCohen CircleEvolution Ventures+4 more

Worth AIworthai.comin𝕏May 2026 · $30M

Worth offers a platform that consolidates business onboarding and underwriting into a single workflow, automating KYB, KYC, fraud verification, and financial checks using AI and a database of over 350M SMBs.

AI & Machine LearningFintechSaaSOrlando, US

SALMAN REHMETULLAH(Executive Officer, Director)SUNEERA MADHANI(Executive Officer, Director)JACQUES FU(Executive Officer, Director)

BoardJAMES DOUGLASS(Director)ROBERT WECHSLER(Director)ASIF RAMJI(Director)

Co-investorsFlorida FundersFulcrum Equity PartnersGray VenturesIngeborg InvestmentsAmex 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.