/Investor DB

TTV Capital — Full Portfolio

112 tracked investments · listed companies and verified rows first

Nerd Walletnerdwallet.comin𝕏NASDAQ: NRDSNov 2020SEC filingmedium confidence

NerdWallet provides educational content and resources about investing, including articles, product reviews, and guidance on investment accounts and portfolio construction.

ConsumerFintechSan Francisco, US

Tim Chen(Founder)inJun Hyung Lee(Chief Financial Officer)Sam Mischner(Chief Revenue Officer)inDavid Covell(Chief Product Officer)inEkumene Lysonge(Chief Legal Officer)inNicholas Tatum(Chief Accounting Officer)in

Board seatLynne Laube· per SEC Form D · $54.3M raise · filed Dec 2020

Co-investorsBAM VenturesCore Venture CapitaliGlobe PartnersInnovius CapitalIVP (Institutional Venture Partners)Medici Capital Partners+2 more

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

René Lacerte(Founder)inBora Chung(Executive Officer)inThomas J. Clayton(Executive Officer)inJohn R. Rettig(Executive Officer)inRajesh A. Aji(Executive Officer)Tom Mawhinney(Director)

Co-investorsAugust CapitalBling CapitalBYU Cougar CapitalCommerce Venturescoreteq venturesCross Creek Advisors+11 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(Founder)inLynne Laube(Founder)inKirk Somers(Executive Officer)inDavid Evans(Executive Officer)inAmit Gupta(Chief Executive Officer and Director)in

BoardJohn Klinck(Director)in

Co-investorsBaroda VenturesCanaan PartnersKinetic Ventures, L.L.C.Next Coast VenturesSavano Capital PartnersDiscovery Capital+2 more

Green Dotgreendot.comin𝕏NYSE: GDOTOct 2014

Green Dot offers GO2bank, a debit card and checking/savings account product that provides no monthly fees with direct deposit, overdraft protection, high-yield savings, and credit building through a secured credit card for consumers.

ConsumerFintechProvo, US

Steven W Streit(Executive Officer, Director)George Gresham(Executive Officer, Director)inJess Unruh(Executive Officer)inTeresa Watkins(Executive Officer)inAmy Pugh(Executive Officer)inChris Ruppel(Executive Officer)in

Co-investorsMillennium Technology Value PartnersSequoia CapitalTenaya CapitalTCV

Lightspeedlightspeedhq.comin𝕏NYSE: LSPD

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 TechSaaSMontreal, GB

Dax Dasilva(Founder)inSarah Bettencourt(Executive Officer)inAsha Bakshani(Executive Officer)inJean Paul Chauvet(Mr. Chauvet is the President of the Issuer.)Lory Ajamian(Executive Officer)inDaniel Micak(Executive Officer)in

Co-investorsAccelConexus Venture CapitalEntrée CapitalInovia CapitalRachel Zoe VenturesCanaan Partners+4 more

DefenseStormdefensestorm.comin𝕏✓ verified

DefenseStorm provides a cloud-based compliance and cyber risk management platform specifically designed for financial services institutions.

AI & Machine LearningCybersecurityEnterprise SoftwareFintechAtlanta, US

Edgardo Nazario(Chief Technology Officer & Co-Founder)inHarold Brewer(Board Advisor & Co-Founder)Jeff Lunsford(Chairman of the Board & Co-Founder)in

Co-investorsGeorgianBTECH CONSORTIUMCurql Collective, LLCFINTOP CapitalNext Level Ventures

More on OLarryolarry.comin𝕏✓ verified

OLarry is an AI-powered tax advisory firm that serves high-net-worth individuals and businesses by automating tax preparation workflows and enabling CPAs to provide personalized tax planning advice.

AI & Machine LearningEnterprise SoftwareFintechSaaSMarin, US

Eric Rachmel(Co-founder and CEO)BeckyCorey

Co-investorsMarin Sonoma Impact VenturesWalkabout Ventures LlcMSIV

Turbine Financeturbine.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

Mike Hurst(Founder & CEO)in

Co-investorsAlpha EdisonB Capital GroupB4 CapitalEvolution VenturesStartXTemerity Capital Partners+6 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)JP McNeill(Founder)Sara Du(Founder)

BoardSofia Dolfein

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

Co-investorsAccelIndex VenturesEmergence Capital PartnersKindred VenturesLoftyInc CapitalSlow 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)inIbrahim El Tatawy(Executive Officer, Director)Ivan Nausieda(Executive Officer, Director)

Board seatGardiner Garrard· per SEC Form D

Co-investorsExpaFPVWestern Technology InvestmentBetter Tomorrow Ventures

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

VikingCloud provides cybersecurity and compliance solutions designed to protect businesses and their locations.

AI & Machine LearningCloud ComputingCybersecurityEnterprise SoftwareSaaSAlpharetta, US

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

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 Garrard· per SEC Form D · $3.3M raise · filed Dec 2020

Co-investorsCrosscut VenturesIrishAngels

Greenlightgreenlight.comin𝕏Apr 2021 · $260M

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

Johnson Cook(Co-founder & President)inTim Sheehan(Co-founder & CEO)in

BoardAlex Baker(Director)Chris Olsen(Director)inNeil Underwood(Director)in

Board seatGardiner Garrard· per SEC Form D

Co-investorsAlly VenturesAndreessen HorowitzBond Capital ManagementCanapi VenturesCurql Collective, LLCDrive Capital+21 more

Quantizrquantizr.cominMay 2026 · $5M

Quantizr is an AI-powered platform that automates document parsing, deal analysis, and settlement management for music industry professionals managing tours and deals.

AI & Machine LearningCreator EconomyMedia & EntertainmentSaaSUtah, US

Joshua Litwack(Executive Officer, Director)inTim Nielsen(Executive Officer, Director)in

BoardGardiner W Garrard III(Director)in

Board seatGardiner Garrard· per SEC Form D

Co-investorsBlack Mountain Investment Group

SmartPathjoinsmartpath.comin𝕏Seed · Jan 2019

SmartPath provides workplace financial wellness programs built around one-on-one financial coaching, serving employers and their employees.

EdTechFintechHR TechWellness & FitnessAtlanta, US

Alok Deshpande(President)inMark Miles(Director)Jon PokrzykStuart Lawder(COO)Ryan McPherson(Director of Financial Wellness)

Board seatGardiner Garrard· per SEC Form D

Co-investorsPJCService Provider CapitalY CombinatorMeritech Capital Partners

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.com𝕏

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)in

Co-investorsMatchstick VenturesPlug and Play 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 LP Portal is a software platform that provides institutional investors with self-service access to their capital accounts, statements, and investment documents within a branded portal.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Autopilotjoinautopilot.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

Brian Schardt(Founder)Christopher Josephs(Founder)

Co-investorsEvolution VenturesLitquidity VenturesNomad Venture Partners, LlcPath VenturesToba Capital1982 Ventures

Badgetrybadge.comin𝕏

Badge provides wallet infrastructure that platforms can embed to enable their users to issue and manage digital passes, loyalty cards, and rewards in mobile wallets.

Cloud ComputingEnterprise SoftwareFintechMarketing TechSaaSSan Francisco, US

Eric Senn(Founder)in

Co-investorsAlumni VenturesDaphniInfinity VenturesPlug and Play VenturesQED InvestorsStripe+1 more

Banyangetbanyan.cominAcquired

Banyan organizes item-level receipt data from transactions and makes it accessible for commerce and consumer applications.

Data & InfrastructureEnterprise SoftwareFintechRetail TechSaaS

Co-investorsDorm RoomElizabeth Street VenturesFin CapitalGaingelsKube VCM13+5 more

BILTbilt.comin𝕏

Bilt is a rewards program that lets renters and homeowners earn points on rent and mortgage payments, either through partner properties' resident portals or its BillPay product for any home.

B2B MarketplacesConsumerFintechPropTechNew York, US

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

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

Co-investorsAcrew CapitalCamber CreekDERIVE VENTURESElizabeth Street VenturesFifth WallFin Capital+12 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)inTony Gallippi(Founder)

Co-investorsAltai VenturesAquiline Technology GrowthDelta-v CapitalDigital Currency GroupG SquaredGaingels+10 more

Bookkeepbookkeep.comin𝕏May 2021

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

Ruth Ku(Executive Officer)in

Co-investorsBig Red VenturesFin CapitalHaymaker 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)inRohit Mathur(Founder)in

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(Founder)inTodd Rovak(Founder)in

Co-investorsBessemer Venture PartnersCommerce VenturesLongevity Venture PartnersMarram VenturesNextView VenturesMontage Ventures+1 more

Carputtycarputty.comin𝕏Series A · Dec 2022 · $12M

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)in

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

Co-investorsAlumni VenturesFontinalis PartnersGrand VenturesKickstartKinetic Ventures, L.L.C.Porsche Ventures+2 more

Carry1stcarry1st.comin𝕏Jan 2023

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

B2B MarketplacesFintechGaming

Lucy Hoffman(Founder)inCordel Robbin-Coker(Founder)Tinotenda Mundangepfupfu(Founder)

Co-investorsBitkraft Esports VenturesSony Ventures CorporationAlumni VenturesAndreessen HorowitzAvenir Growth CapitalCapria Ventures+19 more

Cashboardcashboard.coinSeed

Cashboard provides a data governance and integration platform that serves as a centralized source of truth for financial data, metrics, and permissions.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechSaaSNew York City, US

Julian Rowlands(Founder)inAshwin Balamohan(CTO)

Co-investorsFINTOP CapitalGaingelsY Combinator500 GlobalBek VenturesDigital Space Ventures+1 more

Charliecharliehr.comin𝕏Series A · Oct 2023 · $16M

Charlie (CharlieHR) is HR software that automates HR tasks for small companies and startups, with one-to-one HR support services (Charlie Advice and Charlie Plus) to help them manage people and build engaged teams.

Future of WorkHR TechSaaSLondon, GB

Ben Gateley(Founder)inRob O'Donovan(Founder)inTom Carrington Smith(Founder)inVicky Magill(CFO)inTimi Olotu(CRO)in

Co-investors500 GlobalLAUNCHub VenturesAccelerated Digital VenturesBetter Tomorrow Ventures

Circuitcircuit.aiin

Circuit provides a platform that transforms complex technical knowledge into structured, governed workflows for industrial and manufacturing teams.

Advanced ManufacturingAI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaS

Tyson Tuttle(Founder)inAndrew Peters(Founder)Jackie Padgett(Founder)Matt Weiss(Founder)Oivind Loe(Founder)

Co-investors7BC Venture CapitalCapital FactoryCarnrite VenturesGaingelsInterlock PartnersLontra Ventures+6 more

ClarityPayclaritypay.cominJul 2025

ClarityPay provides point-of-sale credit and financing solutions that enable merchants to offer flexible payment options to customers.

Enterprise SoftwareFintechSaaS

Co-investorsVesey VenturesOUTPOST VENTURES

Coverbasecoverbase.cominMay 2026 · $20M

Coverbase offers a platform for third-party risk management (TPRM), procurement, and security, using AI-guided automation for supplier intake, due diligence, and continuous monitoring.

AI & Machine LearningCybersecurityEnterprise SoftwareSaaSSan Francisco, US

Clarence Chio(Founder)inZi Chong Kao(Founder)Kao ZC(Founder)inWalker Forehand(Director)in

Co-investorsCanapi VenturesFikaPear VCFika 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 CapitalFlourish VenturesMucker CapitalSocium Ventures

Entertainment Partnersep.comin𝕏Feb 2017 · $10.6M

Entertainment Partners provides payroll and production management services for the film and entertainment industry; this page describes the company's corporate social responsibility efforts supporting community and nonprofit organizations.

Enterprise SoftwareFintechImpact & Social GoodMedia & EntertainmentSaaSLos Angeles, US

Mark Goldstein(President & CEO)

Co-investorsTricor Pacific Capital

Everywareeveryware.comin𝕏Oct 2019

Everyware provides payment and messaging solutions enabling businesses to collect payments through multiple methods including contactless, QR codes, and text/email, while facilitating two-way customer communication.

E-commerceEnterprise SoftwareFintechSaaS

Austin TalleyinScott Orlinskyin

Co-investorsNaples Technology VenturesSilicon Road Ventures

Exactualsexactuals.comin𝕏Series A · Feb 2017 · $10M

Exactuals provides payment management software for organizations that need to process high-volume payments, streamlining administrative workflows and enabling transparent payment distribution at scale.

Enterprise SoftwareFintechSaaS

Co-investorsStartXTemerity 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)inAbby Hogan(SVP of Legal Affairs)inMark Jones(VP of Engineering)Patrick Cadic(COO)in

Co-investorsFin CapitalFinancial Venture StudioInfinity VenturesNazcaNevcaut VenturesNyca+4 more

Featurespacefeaturespace.comin

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

AI & Machine LearningCybersecurityFintech

Bill Fitzgerald(Founder)Dave Excell(Founder)

Co-investorsBright Pixel CapitalCambridge Capital GroupGray VenturesHighland EuropeInsight PartnersMissionOG

Financeitfinanceit.ioin𝕏

Financeit provides enterprise APIs and solutions that allow businesses to embed financing and quotation capabilities into their workflows, along with lead management, installer assignment, and marketing support services.

Enterprise SoftwareFintechSaaS

Flossyflossy.cominAug 2022 · $14.7M

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 VenturesEverywhere VenturesGreen Meadow Ventures+14 more

Greenlight Gurugreenlight.guruin𝕏Apr 2021 · $260M

Greenlight Guru provides quality management, product development, and clinical evidence software built specifically for medical device companies.

HealthtechMedical DevicesSaaS

Jon Speer(Co-founder)inDavid DeRam(Co-founder)inEd Holmes(CEO)in

Co-investorsElevate VenturesJMI EquityAndreessen HorowitzBond Capital ManagementCanapi VenturesGoodwater Capital+4 more

Greenwoodgogreenwood.com𝕏Mar 2021

Greenwood is a financial technology platform offering banking, debit card, savings, and investment services designed specifically for Black entrepreneurs and community members.

FintechImpact & Social Good

Ryan Glover(Founder)inKiller Mike(Founder)

Co-investorsCohen CircleOpen Opportunity FundOssian CapitalTruist VenturesBank of AmericaBlockchain Capital+6 more

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 VenturesGaingelsNava VenturesNevcaut Ventures+6 more

Hamilton AIhamilton.aiSeed · Mar 2026 · $8M

Hamilton AI provides an autonomous platform for private aviation operators that ingests data from interactions across email, calls, meetings, and product use to surface business-relevant insights and automation tailored to the aviation business model.

AI & Machine LearningEnterprise SoftwareSaaSTravel & Hospitality

Wouter Witvoet(Founder)in

Co-investorsBling CapitalCorrelation VenturesCambrian VenturesFJ LabsHF0WEEKEND

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)inJeff Bolton(Co-founder, CTO)in

Co-investorsAlumni VenturesBasecamp FundBattery VenturesCastor VenturesDigital Currency GroupFJ Labs+2 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)inJoe Robinson(Founder)inJo Ann Barefoot(Founder)Matt Van Buskirk(Founder)Ryan Gerard(Founder)

Co-investorsBattery VenturesDesigner FundHomebrewFlourish Ventures

ibblegetibble.comin𝕏Mar 2022

ibble is a platform for creators to build free or paid communities where fans can join conversations around podcasts, music, art, and other content using text, video, audio, and photo replies.

ConsumerCreator EconomySocialAustin, US

Raymond Kaminski(Executive Officer, Director)inIrving Lee(Executive Officer, Director)Eric Albee(Executive Officer, Director)

Co-investorsUnknown VenturesDrive Capital

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.

FintechPortland, US

Co-investorsAlumni VenturesIngeborg InvestmentsPlug and Play VenturesPortland Seed FundRadicle ImpactRethink Impact+1 more

Instantinstant.oneinApr 2018 · $11.4M

Instant is an AI-powered email and SMS marketing platform designed for eCommerce brands to automate retention marketing campaigns and increase customer lifetime value through personalized messaging.

AI & Machine LearningE-commerceMarketing Tech

Liam Millward(Founder)in

Co-investorsFelicis VenturesHubSpot VenturesHummingbird VenturesReinventure GroupTen13Kinetic Ventures, L.L.C.

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)in

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

Jiajia.xyzin𝕏Mar 2022

Jia provides financing and capital access to small businesses in emerging markets, helping local enterprises grow and strengthen their communities economically.

Fintech

Zach(Co-founder)inCheng(Co-founder)in

Co-investorsA100X VenturesCoinbase VenturesFlori VenturesSaison CapitalHashed EmergentMagellan+1 more

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 PartnersNAventuresSavano Capital Partners

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

Vince Passione(Founder)inAnoop Thyagarajan(Co-founder, Platform Engineering, Information and Data Security, and Infrastructure)in

BoardJosh Stein(Director)inCarter Griffin(Director)inDanny Schultz(Director)in

Co-investorsNorth Atlantic CapitalGotham VenturesStifel Financial CorpThreshold VenturesUpdata PartnersZelkova Ventures

Lumionlumion.aiin𝕏

Lumion provides AI teammates that handle administrative tasks, student communications, and enrollment workflows for educational institutions.

AI & Machine LearningEdTechEnterprise SoftwareSaaS

Co-investorsCreativeCoTusk Venture Partners

MakersHubmakershub.cominMay 2022

MakersHub is an accounts payable and invoice automation platform that uses document data extraction to capture invoice details and sync bills, vendor credits, and attachments with accounting systems like QuickBooks Online, Xero, and Sage Intacct.

AI & Machine LearningConstruction TechEnterprise SoftwareFintechSaaSWilmington, US

Phong Ngo(Founder)inCharley Howe(Founder)Charles Howe(Founder)in

Co-investorsCanapi VenturesQED Investors

Mattermostmattermost.comin𝕏Jun 2019

Mattermost offers a self-hosted and cloud open-source collaboration platform with messaging, file sharing, integrations, audio and screen sharing, workflow automation, and project management.

Cloud ComputingCybersecurityDeveloper ToolsEnterprise SoftwareFuture of WorkSaaSSan Francisco, US

Ian Tien(CEO)inCorey Hulen(CTO)inIan Tao(Product Manager)Dan MaasCheryl Maxwell(Recruiter)AMY Nicol(Exec Assistant to CEO)

Co-investorsBattery VenturesFlexcap VenturesRedpoint VenturesY CombinatorHNVRS28 Capital+1 more

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)inRutul Dave(Co-Founder / CTO)in

Co-investorsAssurant VenturesCohen CircleCurql Collective, LLCMatchstick VenturesNext Level VenturesPrudence+5 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

Mia Sharemiashare.comFeb 2024 · $6.5M

Payments platform for trade and technical schools to boost enrollments and tuition collection.

Co-investorsInnovating Capital

Micronotesmicronotes.aiinAug 2023 · $7.5M

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)inJoseph Heller(Executive Officer)

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

Co-investorsBankTech VenturesHarbor Light Capital PartnersVestigo VenturesExperian 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)inJohn Porter(Director)Thomas J. Meredith(Director)

Co-investorsCarnrite VenturesDrive CapitalTech Square VenturesCapital FactoryLontra VenturesNext Coast Ventures

Monitmonitapp.ioinSeed · Apr 2021 · $5M

Monit provides a data-driven platform that gives banks and their bankers actionable guidance to serve small and medium business (SMB) clients more effectively.

Data & InfrastructureEnterprise SoftwareFintechSaaS

Co-investorsBankTech VenturesFINTOP CapitalRunway Venture PartnersCento Ventures

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-investorsFJ LabsLerer HippeauMetaPropMetaProp VenturesPrudenceRethink Impact+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(Founder)inRyan Caldwell(Founder)in

Co-investorsBattery VenturesCapitalGCommerce VenturesCota CapitalCross Creek AdvisorsDG Daiwa Ventures+9 more

Neuro Idneuro-id.com

Bellevue, US

Joseph Valacich(Executive Officer, Director)Roger Girard(Executive Officer, Director, Promoter)inRod 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)inCharlotte Ng(Chief Product Officer)inShanthan Subramaniam(Chief Technology Officer)inCharles Hedden(Fractional Chief Financial Officer)in

Co-investorsThirdstream Partners

Onwardonwardb.comin𝕏Seed · Mar 2021 · $3M

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

Outmarket AIoutmarket.aiinMay 2026 · $17M

Outmarket is an AI platform for commercial insurance agencies that automates document-heavy workflows such as comparing carrier quotes, reviewing policies, and generating proposals and forms.

AI & Machine LearningInsurTechSaaS

Vishal Sankhla(Founder)inAnshu Jain(Founder)inAlpesh Patel(Chief Revenue Officer)in

Co-investorsFikaPermanent Capital VenturesSignalFireDash FundFika Ventures

Payablipayabli.comin𝕏Seed · Mar 2023 · $8M

Payabli offers an embedded payments platform with APIs and components that let software and SaaS companies add pay-in, pay-out, and payment operations capabilities to their products.

Developer ToolsEnterprise SoftwareFintechSaaS

Joseph Elias Phillips(Founder)inJo Phillips(Founder)Will Corbera(Founder)William Corbera(Founder)

Co-investorsBling CapitalFikaFundamental VenturesIA Seed VenturesQED InvestorsFika Ventures

Payrailzpayrailz.comDec 2017 · $6M

Cloud-native digital payments capabilities.

Glastonbury, US

Francis P. Duggan(Executive Officer, Director)Richard Pelikan(Executive Officer, Director, Promoter)Paul Franko(Executive Officer, Director, Promoter)in

BoardNeil L. Underwood(Director)James S. Mahan(Director)James Dreibelbis(Director)

Co-investorsCurql Collective, LLCNext Level VenturesWebster Bank

Plinkplink.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)in

Co-investorsBullpen CapitalCrosscut VenturesClocktower VenturesIrishAngelsReciprocal VenturesSimplex Ventures+1 more

PTO Exchangeptoexchange.cominSeed · Mar 2022 · $5M

PTO Exchange is a patented, IRS-compliant platform that allows employees to convert the value of unused paid time off into retirement savings, emergency funds, student loan repayments, health savings, charitable donations, and other financial benefits at no cost to employers.

FintechHR TechSaaSUnited States, US

Co-investorsAllied Venture PartnersFin CapitalForefront VentureGaingelsSpringTime VenturesWestRiver Group

Q2q2.comin𝕏

Q2 is a financial technology platform providing digital banking solutions to financial institutions, alternative lenders, and fintechs through an open ecosystem for integration and distribution.

AI & Machine LearningEnterprise SoftwareFintechSaaSAustin, US

Hank Seale(Founder)in

Co-investorsCohen CircleCota CapitalGV (Google Ventures)Battery VenturesMistral 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)in

BoardLee Fixel(Director)in

Co-investorsConsenSys MeshNat TurnerOverlineService Provider CapitalZag CapitalAddition+2 more

SamCartsamcart.comin𝕏Seed · Feb 2021 · $10M

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)inJUSTIN SMITH(Executive Officer)in

BoardKUNAL ARORA(Director)SEAN BANKS(Director)inHAROON MOKHTARZADA(Director)in

Co-investorseGateway CapitalFin CapitalArdent VentureEldridge

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

Caleb(Founder/President)John Keatley(Founder)inCaleb Morse(Founder)

Co-investorsArgonautic VenturesCompanion FundDigitalis VenturesFJ LabsNorwest Venture PartnersStruck Capital+1 more

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)inDori Yona Nimrod Ram(Founder)

Co-investorsAnthemis VentureInfinity VenturesLegalTechCartaIVCVera Equity

SmartAssetsmartasset.comin𝕏Late Stage · Jun 2021 · $110M

SmartAsset is an online provider of consumer-focused financial information, educational content, and personal finance calculators and tools.

ConsumerFintechMarketplacesMedia & EntertainmentSaaSNew York City, US

Michael Carvin(CEO)inPhilip Camilleri(CTO)Sheree Ryan(Director of Recruiting)Sam Gelwan(Recruiter)Jamie Stevenson(Senior Technical Recruiter)Melissa Kraus(Senior Recruiter)

Co-investorsContour Venture PartnersEvolution VC PartnersFitz Gate VenturesFJ LabsGray VenturesIA Capital Group+15 more

Speedchainspeedchain.cominSep 2025 · $110M

Speedchain provides technology and financial solutions focused on the construction industry.

AI & Machine LearningConstruction TechEnterprise SoftwareFintechSaaS

Daniel Cage(CEO)

Spinwheelspinwheel.ioin𝕏Jul 2026

Spinwheel provides an API platform delivering real-time consumer credit data and embedded payments for lenders, personal finance managers, and debt management platforms.

AI & Machine LearningData & InfrastructureFintechFremont, US

Tushar Vaish(Executive Officer, Director)inTomas Campos(Executive Officer, Director)inSean AndersoninTomás Campos(Founder)in

Co-investorsCore Venture CapitalF-Prime CapitalFikaFoundation CapitalQED InvestorsBattery Ventures+11 more

Springbotspringbot.cominSeries A · Jul 2013 · $4M

Atlanta, US

Brooks Robinson(Executive Officer, Director)inAllen Nance(Director)

BoardMark Johnson(Director)inDavid Gould(Director)inWayne Hunter(Director)Brian Gallagher(Director)

Co-investorsAlerion VenturesGray VenturesNorth Atlantic Capital

Streamstream.claimsinSeed

Stream provides AI-powered claims management software for property and casualty insurers, using machine learning to detect inconsistencies and optimize claim outcomes across the entire claim lifecycle.

AI & Machine LearningFintechInsurTechSaaSSan Francisco, US

Eilam Levitov(Founder)inIbrahim Al-Dlaigan(Founder)Jun Ho Hong(Founder)Lan Ritzye Paje(Founder)Paul Klein IV(Founder)Peter Brifett(Founder)

Co-investorsIA Seed VenturesNevcaut VenturesY Combinator01 AdvisorsAcrew CapitalAfore Capital+19 more

Streetbeatstreetbeat.cominSeed · Feb 2022 · $10M

Streetbeat designs, builds, and operates configurable AI infrastructure and agents for banks, wealth and asset managers, insurers, and real estate investment firms, built around each institution's workflows, data, systems, and regulatory environment.

AI & Machine LearningEnterprise SoftwareFintechSaaSPalo Alto, US

Damian Scavo(Co-founder & CEO)inMaciej Donajski(CTO & Co-Founder)inDamián Scavo(Founder)inDamián Ariel Scavo(CEO, CIO & Co-Founder)

Co-investors3Lines Venture CapitalAAF Management Ltd.Evolution VenturesMonte Carlo CapitalP101 VenturesSeraph Group+1 more

Sunboundsunboundhomes.comin

Sunbound provides a revenue operations platform for senior living communities that automates billing, payment collection, and insurance claims processing.

Enterprise SoftwareFintechHealthtechSaaS

Co-investorsBling CapitalFikaMu VenturesUpper90Cambrian Ventures

Taxbit Privatetaxbit.comin𝕏Seed · Jan 2020 · $5M

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

Crypto & Web3Enterprise SoftwareFintechSalt Lake City, US

Austin Woodward(Founder)inJustin Woodward(Founder)inLindsey Argalas(CEO)inBrandon Woodward(Founder)

Co-investors1/1 CapitalAlbum VCAngel Collective Opportunity FundCollab+CurrencyCollaborative FundDream Variation Ventures+15 more

Themisthemis.comin𝕏Apr 2022 · $9M

Themis provides digital transformation solutions for governance and compliance, serving organizations that currently rely on manual control processes.

Enterprise SoftwareFintechGovTechLegalTech

Neepa Patel(Founder)in

Co-investorsFelicis VenturesAdjuvant CapitalWalkabout Ventures Llc

Themisthemis.exchangeApr 2022 · $9M

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 PartnersLD CapitalNFXAdjuvant CapitalFelicis VenturesGlobal Health Investment Fund+2 more

Tighttight.comin

Tight provides white-labeled accounting software and infrastructure that vertical SaaS platforms, fintechs, and other service providers embed into their products to serve small businesses.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Trustlytrustly.netin𝕏

Trustly provides a payment solution that lets customers pay online directly from their bank accounts with minimal friction.

Data & InfrastructureE-commerceEnterprise SoftwareFintechSaaSStockholm, SE

Johan Tjärnberg(CEO)

Wastewaste.solutionsin

Waste.Solutions provides independent waste audits and reduction planning for organizations across hospitality, healthcare, manufacturing, and property management sectors.

Circular EconomyCleantechEnterprise SoftwareImpact & Social GoodIoTCanada, CA

Jason Wilcox(Co-Founder & CEO)in

Co-investorsTorQuest PartnersFlourish VenturesMucker Capital

Welcome Techwelcome.techSeries B · Apr 2021 · $35M

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)inRaúl Lomeli(Chairman, Co-Founder and Chief Community Officer)in

Co-investorsBlack Tech Nation VenturesCrosscut VenturesDila CapitalGreen Meadow VenturesNext Legacy PartnersOpen Opportunity Fund+7 more

Westbound Equity Partnerswestboundequity.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-investorsEden Road CapitalFoundryNext Play VenturesMubadala CapitalNext Legacy PartnersSixth Street

Wildfire Systemswildfire-corp.cominSeries A · Aug 2021 · $15M

Wildfire operates a loyalty platform that connects financial and technology companies to a network of over 50,000 merchant programs, enabling them to offer cashback, coupons, and rewards to their customers while capturing shopping insights and generating commerce media revenue.

AI & Machine LearningData & InfrastructureFintechMarketing TechMarketplacesSan Diego, US

Jordan Glazier(Founder)in

Co-investorsB Capital GroupB4 CapitalBAM VenturesBonfire VenturesCohen CircleEvolution Ventures+7 more

Worth AIworthai.comin𝕏Seed · May 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)inJACQUES FU(Executive Officer, Director)inJacques Fu(Founder)Sal Rehmetullah(Founder)Suneera Madhani(Founder)

Co-investorsDeepWork CapitalFlorida FundersFlorida Opportunity FundFulcrum Equity PartnersGray VenturesIngeborg Investments+2 more

Other

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

Foro HoldingsFtransGRO SolutionsINSTANT FINANCIAL, INC.MobileofferScratch FinancialVeradyEnsemble TechnologiesKOHO FinancialNeovestPTO

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.