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

CPChaz Perera(Co-Founder and CEO)inJCJohn Cottongim(Co-Founder and CTO)in

Co-investorsHAHarbert Growth PartnersGUGutbrain VenturesMIMissionOG

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)

Kingfield operates a real-time network platform for post-trade operations serving global custodians, broker-dealers, asset managers, and sub-custodians, handling income collection claims and tax withholding recovery.

AI & Machine LearningFintechSaaSNaples, US

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

BoardMGMatt Gorin(Director)in

Board seatMCMark Casady· per SEC Form D

Co-investorsBRBrewer Lane VenturesCOContour Venture PartnersNENew York Life Ventures

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

DKDevon Kinkead(Executive Officer, Director)inJoseph Heller(Executive Officer)

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

Board seatIWIan W. Sheridan· per SEC Form D

Co-investorsBABankTech VenturesHAHarbor Light Capital PartnersEXExperian VenturesTTTTV Capital

Boston, US

Adam Demos(Executive Officer, Director)Jack Klinck(Director)inDHDan Hurwitz(Executive Officer, Director)in

Board seatMCMark Casady· per SEC Form D

Co-investorsCLClocktower VenturesHYHyperplane Venture CapitalLALaconia

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

GAGiri Addanki(Founder & CEO)inChuck(CTO)

Co-investors202048 VenturesMAMassMutual VenturesMEMetaPropMEMetaProp VenturesMOModerne VenturesACAccomplice

Advocate provides AI-powered policy processing and servicing tools for insurance professionals, automating the extraction and analysis of insurance policies, certificates, and coverage documentation.

AI & Machine LearningData & InfrastructureInsurTechSaaSSales TechNew York City, US

Co-investorsMEMetaPropMEMetaProp VenturesHOHoneystone VenturesLGLGVPMAMangusta CapitalSHShine Capital

AI One builds enterprise-grade artificial intelligence systems that enable organizations to transform business operations.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaS

MSMark Sykes(Chief AI Officer)inSLShaun Laurens(Chief Technology Officer)

Co-investorsNANadia Partners

Alloy provides an identity and fraud prevention platform for financial institutions and fintechs to manage fraud, credit, and compliance risk through real-time data orchestration and AI algorithms integrated with over 200 intelligence sources.

AI & Machine LearningCybersecurityFintechBrooklyn, US

TNTommy Nicholas(CEO)inLSLaura Spiekerman(President)inCHCharles Hearn(CTO)in

Co-investorsALAlpha EdisonAVAvenir Growth CapitalAVAvid VenturesBEBessemer Venture PartnersCLClocktower VenturesENEniac Ventures+12 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

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

BoardGCGreg Carson(Director)inISIan Sheridan(Director)inMichael Nugent(Director)

Co-investorsNENevcaut VenturesRIRise of the Rest SeedXBXBTO Humla Ventures

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

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

Co-investorsPUPulse FundRARackhouse Venture Management LpXYXYZ Venture CapitalALAlleyCorpCLClocktower VenturesRERed 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-investorsLELeft Lane CapitalTRTruStage VenturesCICiti VenturesFLFlourish 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

PKPaul Kesserwani(Founder & CEO)inJonathan Hallman(Executive Officer, Director)

Co-investorsGRGreen Cow Venture Capital50500 Global9Y9Yards CapitalAFAfore CapitalBEBetter Tomorrow VenturesFLFlourish 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

MWMichael Wood(CEO)inAMAnshuman Mehta(CPO)inMohindersingh Chopra(VP of Engineering)

Co-investorsDVDVx 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

Eaglebrook is a crypto investment platform for wealth managers, offering tax-optimized Bitcoin, Ethereum, and multi-asset separately managed accounts (SMAs) held in segregated accounts at qualified custodians.

Crypto & Web3FintechSaaS

Christopher King(Founder)in

Co-investorsBRBrewer Lane VenturesF-F-Prime CapitalHAHack VCAVAvon VenturesCACastle Island VenturesFLFlyover Capital+3 more

FinQore provides financial data and analytics software combined with expert consulting services to private equity-backed CFOs, enabling continuous investor-grade financial intelligence and decision-ready insights instead of episodic deliverables.

AI & Machine LearningEnterprise SoftwareFintechSaaS

VSVipul Shah(CFO & Co-Founder)inJOJim O'Neill(CTO & Co-Founder)in

Co-investorsCOConversion Venture Capital (CVC2)CUCultivation 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)in

Co-investorsDRDreamit Ventures

Foundation Source provides software and professional services for managing philanthropic activities, including foundation platforms, donor-advised fund solutions, and compliance support for financial institutions, nonprofits, donors, and advisors.

Enterprise SoftwareFintechImpact & Social GoodSaaS

JMJoe Mrak(CEO)JMJoseph Mrak III(Chief Executive Officer)

Hatz provides an AI platform that enables teams to implement artificial intelligence workflows while maintaining data control and privacy.

AI & Machine LearningEnterprise SoftwareFuture of WorkSaaSNew York City, US

James Hatzell(Executive Officer, Director, Promoter)

BoardAKAidan Kehoe(Director)inFAFrazer Anderson(Director)in

Co-investorsNANadia PartnersCLClearSkyDVDVx VenturesRSRSE VenturesTHThe Raba Partnership

Jobble is a platform that connects workers with short-term job opportunities while providing financial services and benefits.

FintechFuture of WorkMarketplacesBrighton, US

Zack Smith(Executive Officer, Director)inCBCorey Boberin

Co-investorsYOYork IEATAtlantic Vantage PointAXAXA Venture PartnersHAHarlem CapitalHAHarlem Capital PartnersSOSocial Starts

Link Ventures is a venture capital firm investing in early-stage technology startups, with particular focus on AI-first companies addressing grand challenges.

AI & Machine LearningBoston, US

DBDave Blundin(Founder & General Partner at Exponential Ventures (XPV); Managing Partner at Link Ventures)inPDPeter Diamandis(Founder and Executive Chairman of XPRIZE Foundation)

BoardErik Brynjolfsson(Jerry Yang and Akiko Yamazaki Professor and Senior Fellow at Stanford Institute for Human-Centered AI)

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

AI & Machine LearningEnterprise SoftwareFintechSaaSNew York City, US

EZEmma Zhang(Founder)in

Co-investorsFIFin CapitalNENeotribe VenturesWAWatertower 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

RTRobert Tyler End(Executive Officer, Director)IYIan Yamey(Co-founder & CTO)inTETyler End(Co-founder & CEO (CFP®))in

BoardStephanie Choo(Director)MPMatt Perlman(Director)inSKStephany Kirkpatrick(Director)

Co-investorsCLClocktower VenturesDIDiagramHDHDS CapitalIAIA Capital GroupPRPrimary Venture PartnersPRPrimetime Partners+2 more

Roots is a retailer of active apparel and lifestyle clothing, including a limited-edition collection created in collaboration with Canadian food destinations and a kids' clothing line.

ConsumerDirect to Consumer

Co-investorsMAMaywic Select InvestmentsHAHarbert Growth PartnersLILiberty Mutual Strategic VenturesMIMissionOG

Roots is an app designed to help users reduce phone addiction and find better balance with their digital devices through science-backed experiences and accountability features.

ConsumerDigital HealthMental HealthWellness & Fitness

Co-investorsWIWildwood VenturesHAHarbert Growth PartnersLILiberty Mutual Strategic VenturesMIMissionOG

Roots is a curated social and networking platform that connects founders, operators, talent, investors, and enterprises based on shared "roots" such as geography, alumni networks, culture, and industry.

AI & Machine LearningSaaSSocial

Co-investorsRERedbud VCHAHarbert Growth PartnersLILiberty Mutual Strategic VenturesMIMissionOG

Roots provides banking infrastructure for fintechs, platforms, and financial institutions operating across the Asia-Pacific region, offering a single API for USD accounts and US payment rails.

Data & InfrastructureFintechSaaS

Co-investorsBLBlue Wire CapitalHAHarbert Growth PartnersLILiberty Mutual Strategic VenturesMIMissionOG

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-investorsCECerity Partners VenturesONOn DeckOPOpes Impact FundCRCRV (Charles River Ventures)FOForum VenturesHAHarbert Growth Partners+2 more

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

FintechInsurTechSan Francisco, US

KCKevin Cox(Founder)inSKSuril Kantaria(Founder)in

Co-investorsALAlumni VenturesY Y CombinatorBRBrewer Lane VenturesGIGiant Ventures Global LlpLOLouis BerylONOn Deck+3 more

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-investorsCACanaan PartnersCYCyberstartsBRBrewer Lane VenturesCACanvas VenturesHOHouseINIndie.vc+2 more

Savvy provides investment management and financial advisory services, pairing clients with independent fiduciary advisors supported by an in-house investment team and technology platform.

FintechSaaS

RMRitik Malhotra(Founder)in

Co-investorsBOBoxGroupBRBrewer Lane VenturesCACanvas VenturesINIndex VenturesPOPosition VenturesHOHouse+3 more

Talli makes a one-touch Wi-Fi connected tracking device and companion apps that let parents and caregivers log baby activities like feedings, diapers, and sleep with a single button press, syncing data to the cloud for all invited caregivers to view.

ConsumerDigital HealthHardwareCharleston, US

Co-investorsCLCleo CapitalOVOval Park CapitalSEService Provider CapitalTHTheVentureCity

Talli provides an AI-powered platform and infrastructure for managing mass claims payouts, serving claims teams and claimants.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Co-investorsNANadia Partners

Vestmark Investment Advisory provides outsourced investment advisory services for wealth firms and asset managers, including automated tax management, tax transitions, direct indexing, and fixed income integration.

Enterprise SoftwareFintechSaaSBoston, US

JLJohn Lunny(Executive Officer)inDBDavid Blundin(Executive Officer, Director)in

Co-investorsALAlumni VenturesSASavano Capital PartnersSUSummit PartnersLILink Ventures

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

ConsumerHealthtechHR TechInsurTechBoston, US

AFAlison Foxworth(Executive Officer, Director)inCHChristie Horvath(Founder)in

BoardGraham Ober(Director)CSClara Sieg(Director)in

Co-investorsCECerity Partners VenturesCLClocktower VenturesFEFemale FoundersFJFJ LabsGIGingerbread CapitalINIngeborg Investments+10 more

An AI workforce platform that automates repetitive work tasks so employees can focus on higher-value activities that require human creativity and problem-solving.

AI & Machine LearningEnterprise SoftwareFintechFuture of WorkSaaS

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

Crypto & Web3FintechSaaSSeattle, US

PLPatrick Larsen(Founder & CEO)inDEDaniel Escobar(Chief Technology Officer)in

BoardMCMark Casady(Director)in

Co-investorsBLBloccelerate VCBLBlockchain CoinvestorsBOBorderless VentureCOConvergeFJFJ LabsG1G1 Ventures+15 more