Vestigo Ventures — Full Portfolio

Bevaya develops AI agents for the insurance industry that integrate into existing business processes to automate and enhance operations.

AI & Machine LearningEnterprise SoftwareInsurTechNew York, US

Chaz Perera(Co-Founder and CEO)John Cottongim(Co-Founder and CTO)

Co-investorsHarbert Growth PartnersMissionOG

Knowbl provides enterprise AI solutions built on large language models, combining modular technology with flexible engagement models to help large organizations deploy AI in production.

AI & Machine LearningEnterprise SoftwareSaaSNorthville, US

Matthew Taylor(Founder)inJason Wolcott(Executive Officer, Director)Clifford Moore(Director)

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)

Board seatIan W. Sheridan· per SEC Form D · $500K raise · filed Dec 2020

Co-investorsBankTech VenturesTTV Capital

Boston, US

Adam Demos(Executive Officer, Director)Jack Klinck(Director)Dan Hurwitz(Executive Officer, Director)

Board seatMark Casady· per SEC Form D · $4.4M raise · filed Jun 2020

Co-investorsClocktower Ventures

Acorn Finance operates a lending-network platform that connects contractors and their customers with multiple third-party lenders, letting homeowners compare and secure home improvement financing while contractors get paid upfront.

B2B MarketplacesFintechPropTech

Giri Addanki(Founder & CEO)Chuck(CTO)

Co-investors2048 VenturesMassMutual VenturesMetaPropMetaProp VenturesModerne Ventures

ContextOne is a governed execution layer for enterprise AI agents and workflows, connecting agents to business context, tools, data, and policies while enforcing permissions, audit trails, and human oversight.

AI & Machine LearningEnterprise SoftwareSaaS

Co-investorsNadia Partners

Alloy provides an AI-powered identity and fraud prevention platform that automates customer onboarding, detects fraud, and ensures regulatory compliance for financial institutions and fintech companies.

AI & Machine LearningCybersecurityFintechBrooklyn, US

Tommy Nicholas(Co-Founder and Chief Executive Officer)inLaura Spiekerman(Co-Founder and President)inCharles Hearn(Co-Founder and Chief Technology Officer)in

Co-investorsBessemer Venture PartnersClocktower VenturesLaunchCapitalRaptor GroupTechstarsTribeca Early Stage Partners+1 more

Calculum is an AI-powered supply chain analytics platform that benchmarks, negotiates, and optimizes B2B payment terms with suppliers and customers to improve working capital, margins, and risk.

AI & Machine LearningFintechLogistics & Supply ChainSaaSMiami, US

Oliver Belin(Executive Officer, Director, Promoter)inEugene Buckley(Executive Officer, Director)

BoardGreg Carson(Director)Ian Sheridan(Director)Michael Nugent(Director)

Clarasight is an AI platform that connects a company's existing travel, expense, card, HR, and business systems into a unified data model to give travel and expense leaders spend visibility, forecasting, approvals, and policy-enforcement workflows.

AI & Machine LearningEnterprise SoftwareSaaS

Adam(Co-founder)Phil(Co-founder)Adam Braun(Founder)in

Co-investorsPulse FundRackhouse Venture Management LpXYZ Venture CapitalAlleyCorpClocktower VenturesRed Sea Ventures+1 more

Clerkie is a full-service automation platform powered by machine learning that helps lenders manage, optimize, and recover loan portfolios through AI-driven repayment strategies and multi-currency payment solutions.

AI & Machine LearningFintech

Co-investorsLeft Lane CapitalTruStage VenturesCiti VenturesFlourish Ventures

Cushion builds AI and machine-learning infrastructure that extracts and structures consumer financial data from email inboxes, including buy now pay later loans, utilities, subscriptions, and credit card statements.

AI & Machine LearningConsumerFintechBrooklyn, US

Paul KesserwaniinJonathan Hallman(Executive Officer, Director)

Co-investorsGreen Cow Venture Capital500 GlobalAfore CapitalBetter Tomorrow VenturesFlourish Ventures

Domify AI offers an AI platform for regulatory oversight, trained on regulation and a firm's own policies and procedures to run oversight workflows across compliance and risk management functions.

AI & Machine LearningFintechSaaS

Michael Wood(CEO)Anshuman Mehta(CPO)Mohindersingh Chopra(VP of Engineering)

Co-investorsDVx Ventures

DVx is a company creation platform (venture studio) that builds companies from concept to scale, run by former CEOs, presidents, and operators.

Sector Agnostic

FinQore is an AI-powered financial data platform that harmonizes financial, customer, and product data into a continuously reconciled and segmented "revenue cube," and layers AI agents trained on a company's business logic to deliver metrics, retention insights, and investor-grade reporting.

AI & Machine LearningFintechSaaS

Co-investorsConversion Venture Capital (CVC2)Cultivation Capital

ForMotiv provides real-time behavioral intelligence to insurance carriers, capturing in-session digital behavior data to improve conversion decisions and prevent fraud during the underwriting process.

AI & Machine LearningInsurTechBryn Mawr, US

William Conners III(Executive Officer, Director, Promoter)Andrew Schwabe(Executive Officer, Director, Promoter)

Co-investorsDreamit Ventures

Foundation Source provides technology and administrative, compliance, and advisory services for private foundations and philanthropic giving.

FintechImpact & Social GoodSaaS

Hatz is a secure AI platform that lets small and medium businesses build, deploy, and manage AI-driven workflows and automations using natural language.

AI & Machine LearningFuture of WorkSaaS

Co-investorsNadia Partners

New York, US

James Hatzell(Executive Officer, Director, Promoter)

BoardAidan Kehoe(Director)Frazer Anderson(Director)

Co-investorsClearSkyDVx VenturesNadia PartnersRSE Ventures

Brighton, US

Zachary Smith(Executive Officer, Director)

Co-investorsAtlantic Vantage PointSocial Starts

Naples, US

John Rodefeld(Mr. Rodefeld is the Chief Operating Officer of the Issuer.)Mark Stein(Mr. Stein is the Secretary of the Issuer.)Craig Welch(Executive Officer, Promoter, Director)

BoardMatt Gorin(Director)in

Co-investorsBrewer Lane VenturesContour Venture PartnersNew York Life Ventures

Micronotes provides AI-driven prescreen marketing campaigns for banks and credit unions, enabling targeted loan offers to members and customers.

AI & Machine LearningFintechMarketing Tech

Co-investorsHarbor Light Capital Partners

Pact focuses on private credit, a higher-yielding segment of the lending market.

AI & Machine LearningEnterprise SoftwareFintechSaaSNew York City, US

Emma Zhang(Founder)in

Co-investorsFin CapitalNeotribe VenturesWatertower Ventures Management, Llc

Retirable offers holistic retirement planning through dedicated fiduciary financial advisors, providing customized investment plans, reliable monthly retirement income, high-yield cash savings, and $1M in identity theft protection.

FintechLongevityWellness & FitnessNew York, US

Robert Tyler End(Executive Officer, Director)Ian Yamey(Co-founder & CTO)Tyler End(Co-founder & CEO (CFP®))

BoardStephanie Choo(Director)Matt Perlman(Director)Stephany Kirkpatrick(Director)

Co-investorsClocktower VenturesDiagramHDS CapitalIA Capital GroupPrimary Venture PartnersPrimetime Partners+1 more

Bevaya (Roots Automation) builds insurance-native AI agents that automate post-bind policy servicing tasks such as certificate of insurance creation, endorsement processing, and premium audits, as well as underwriting and claims workflows.

AI & Machine LearningEnterprise SoftwareInsurTechSaaSNew York, US

Charith Perera(Executive Officer)

Co-investorsCerity Partners Ventures

Savvy provides payment cards that employees use to purchase their own health insurance coverage.

FintechInsurTechSan Francisco, US

Kevin Cox(Founder)inSuril Kantaria(Founder)in

Co-investorsY CombinatorBrewer Lane Ventures

SailPoint provides an identity security platform that governs and secures access for human, machine, and AI agent identities across enterprise environments.

AI & Machine LearningCybersecurityData & InfrastructureEnterprise SoftwareSaaS

Co-investorsCyberstartsBrewer Lane VenturesCanvas VenturesHouseIndustry VenturesThrive Capital

Savvy is an SEC-registered investment adviser and wealth management firm that matches high-net-worth individuals with financial advisors and provides proprietary technology, including a dashboard for tracking investments and net worth.

FintechSaaS

Ritik Malhotra(Founder)in

Co-investorsBrewer Lane VenturesCanvas VenturesIndex VenturesPosition VenturesHouseIndustry Ventures+1 more

Talli is a payouts platform that distributes payments to large volumes of recipients, from thousands to hundreds of thousands, with fast recipient redemption and automated follow-ups to increase take-up rates.

FintechSaaS

Co-investorsNadia Partners

Co-investorsMetaProp VenturesMetaProp

Vestmark provides portfolio management, trading, and advisor tools for wealth and asset managers, including tax-aware investing, unified managed accounts, and direct indexing capabilities.

Enterprise SoftwareFintechSaaSBoston, US

John Lunny(Executive Officer)David Blundin(Executive Officer, Director)in

Co-investorsSavano Capital PartnersSummit PartnersLink Ventures

Wagmo offers employee benefits including wellness programs, insurance products, and veterinary telehealth services.

ConsumerHealthtechHR TechInsurTechBoston, US

Alison Foxworth(Executive Officer, Director)Christie Horvath(Founder)in

BoardGraham Ober(Director)Clara Sieg(Director)in

Co-investorsCerity Partners VenturesClocktower VenturesFemale FoundersIngeborg InvestmentsMS&AD VenturesSemperVirens Venture Capital+5 more

Humanity Labs (WealthGain.ai) provides a managed, AI-driven "workforce" that handles manual and complex operational tasks for wealth managers and RIAs, connecting to firms' systems such as email and CRM.

AI & Machine LearningFintechSaaS

ZenLedger provides tax and accounting software that automates cryptocurrency tax calculations for crypto traders, investors, and tax professionals.

Crypto & Web3FintechSaaSSeattle, US

Patrick Larsen(Founder & CEO)Pat Larsen(Co-Founder / CEO)Daniel Escobar(Chief Technology Officer)

BoardMark Casady(Director)in

Co-investorsBloccelerate VCBorderless VentureConvergeKing River CapitalOssian CapitalParaFi Capital+7 more