What stage does VIEWPOINT VENTURES invest at?

VIEWPOINT VENTURES invests at the Seed, Series A, Series B stages.

Where is VIEWPOINT VENTURES located?

VIEWPOINT VENTURES is headquartered in New York, US.

VIEWPOINT VENTURES

Venture capital

New York · Seed–Series B · 10 people tracked

Also known as VIEWPOINT VENTURES MANAGEMENT LLC

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Investment thesis

Viewpoint Ventures targets producer-led markets that make up roughly 20% of the US economy but remain analog and fragmented. It argues that traditional SaaS never became the primary workflow for these producers and that private equity rollups failed to empower them with technology. The firm believes AI is now enabling new tech-enabled business models across a broad set of professional and service categories, including real estate agents, financial advisors, insurance agents, mortgage originators, lawyers, and many independent business owners. These markets already support tens of thousands of producers, over $1 billion in annualized revenue, and more than $10 billion in customer spend, with AI accelerating their growth.

Invests inAI & Machine Learning B2B Marketplaces Fintech InsurTech LegalTech PropTech SaaSNew YorkUnited States

Source: firm website, verified Aug 3, 2026.

Stage

Seed–Series B

New York, New York, US

Instruments

Equity

Founded

2022

AUM

$150M

VC funds

Tracked investments

Team · 10 people

from the firm's website & public directories

Drew Aldrich· Founder and Managing Partner· New York, New York, United Statesin

Founder and Managing Partner of Viewpoint who chairs the Investment Committee, with over ten years of VC experience largely in insurance and wealth management. Previously a Managing Director and IC member at American Family Ventures and a founding team member at AXA Venture Partners.

d•••@viewpoint.vcreveal

Ori Ben Yishai· Partner

o•••@viewpoint.vcreveal

Ori Ben-Yishai· Partner

Partner and Investment Committee member who leads the Viewpoint Industry Network. Spent 15 years in senior insurance and wealth management roles including CMO at Chubb and COO at AXA Equitable, and was previously a McKinsey consultant, corporate attorney, and eCommerce startup founder.

Ryan Frisbie· Partner· New York, New York, United Statesin

Partner and Investment Committee member leading the sourcing and investing execution team. Previously an investor at American Family Ventures focused on insurtech, fintech, and consumer, and a management consultant at Bain & Company in its private equity practice.

r•••@viewpoint.vcreveal

Sean Song· Vice President· New York City Metropolitan Areain

Vice President on the Investment Team focused on sourcing and deal execution. Previously a Senior Consultant at L.E.K. working on private equity diligences and corporate strategy, with a B.S. from Georgia Tech and an M.B.A. from NYU Stern.

s•••@viewpoint.vcreveal

Joe Guastella· Venture Partner· New York, New York, United Statesin

Venture Partner and independent board member at Protective Life Corporation. Formerly a Senior Partner at Deloitte serving as US and Global Insurance Leader and Financial Services Industry Consulting Leader, recognized as an insurance industry strategist.

j•••@viewpoint.vcreveal

Ayman Babikir· Associate· New York, New York, United Statesin

Associate on the Investment Team focused on sourcing and deal execution. Previously a consultant at Bain & Company working on private equity diligences and fund strategy, and holds a B.S. in Management Science & Engineering from Stanford.

a•••@viewpoint.vcreveal

Geordan Mandell· Chief of Staff and VP of Operations and Finance· Stonington, Connecticut, United Statesin

Chief of Staff and VP of Operations and Finance responsible for most non-investment operations at the firm. Previously held operations and investor relations roles at Saltwater Capital, Tex and Company, Sunriver Management, JAT Capital Management, and JPMorgan Private Bank.

g•••@viewpoint.vcreveal

Grace DeVries· Executive Assistant & Marketing Coordinator· Avon, Connecticut, United Statesin

Executive Assistant and Marketing Coordinator supporting the Industry Network team and the Chief of Staff. Previously executive and personal assistant to the CEO of JAT Capital Management, with a B.A. in Psychological Science from Central Connecticut State University.

g•••@viewpoint.vcreveal

Joanna McNamara· Executive Director· Washington DC-Baltimore Areain

Executive Director leading delivery of strategic value to Viewpoint Industry Network partners. Spent over 25 years at Chubb Insurance in executive, operational, and technical roles across commercial and personal lines underwriting and high net worth business development.

j•••@viewpoint.vcreveal

What they invest in

from 7 of 13 portfolio companies

AI & Machine Learning ×4Enterprise Software ×4SaaS ×4Healthtech ×3Fintech ×2HR Tech ×2InsurTech ×2Marketplaces ×2

HQs:United States×6

Investments · 13 tracked

founders shown can be your intro path

Aestheticaesthetic.comin 𝕏

Aesthetic uses AI to generate images based on a user's personal visual style, producing results in seconds.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareNew York City, US

Nate Smith(Founder/CEO)inMatthew Trost(Founder/CTO)in

Connectivconnectiv.com

La Jolla, US

Thomas Lee(Executive Officer, Director)Rob Woodbyrne(Executive Officer, Director)Mark Borneleit(Director)

Fartherfarther.comin 𝕏

Farther builds technology for wealth advisors and ultra-high-net-worth clients, offering a platform for wealth management services including investment strategy, tax-efficient solutions, and family office operations.

AI & Machine LearningFintechSaaSSan Francisco, US

Taylor Matthews(Founder & CEO)inBrad Genser(Founder)in

HealthSherpahealthsherpa.comin 𝕏

HealthSherpa operates an online exchange for individual ACA and Medicare health plans, connecting consumers to coverage from more than 70 carriers.

HealthtechInsurTechMarketplacesSacramento, US

George Kalogeropoulos(Founder/CEO)Ning Liang(Founder)in

Hellogoodwinhellogoodwin.comin 𝕏

Joinmoxiejoinmoxie.comin

Nayyanayya.comin 𝕏

Nayya operates an AI-powered platform that integrates health and financial data from multiple sources to help employees manage their benefits and personal well-being.

AI & Machine LearningEnterprise SoftwareHealthtechHR TechNew York, US

Sina Chehrazi(Founder & CEO)Akash Magoon(Executive Officer, Director)Caroline Xie(Director)Victoria Treyger(Director)

Partner Loginfundpanel.io

PLACEplace.comin

PLACE is an all-in-one platform for real estate team owners and agents, offering recruiting systems, agent training and onboarding, lead generation, marketing, transaction and operations management, and business services such as accounting, HR, and legal.

HR TechPropTechSaaS

PolicyFlypolicyfly.comin 𝕏

PolicyFly provides a digital platform for specialty insurance that automates underwriting, policy servicing, and submission management.

AI & Machine LearningEnterprise SoftwareFintechInsurTechMarketplacesSaaSNew York City, US

Marcel Esser(Founder)Michael Fiedel(Founder)inCory Crosland(CEO & Co Founder)

Spark Advisorssparkadvisors.comin

Spark Advisors provides a software platform for Medicare brokers, principals, and call centers to manage client workflows including contracting, finance, enrollment tracking, and commission reconciliation.

Enterprise SoftwareHealthtechSaaS

Terntern.travelin

Thinksurancethinksurance.usin

Frequently asked questions

What stage does VIEWPOINT VENTURES invest at?: VIEWPOINT VENTURES invests at the Seed, Series A, Series B stages.
What sectors does VIEWPOINT VENTURES focus on?: VIEWPOINT VENTURES focuses on AI & Machine Learning, B2B Marketplaces, Fintech, InsurTech, LegalTech, PropTech, SaaS.
Where is VIEWPOINT VENTURES located?: VIEWPOINT VENTURES is headquartered in New York, US.

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