Fundraising Fox

Western Technology Investment

Venture debt

Portola Valley · Pre-Seed–Late Stage · 36 people tracked

Also known as WESTECH INVESTMENT ADVISORS LLC

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Investment thesis

WTI pioneered venture debt to fill a capital gap for technology startups, providing non-dilutive debt capital that scales with a company from seed stage through a public listing. The firm positions itself as a stable, long-term capital partner across economic cycles, having backed innovators from the early semiconductor era through the internet. Its partner-led model avoids a sales/credit culture, empowering partners to make timely decisions and structuring flexible facilities with founder-friendly terms so companies can fully utilize their capital and maintain runway when conditions change.

Invests inDeep TechEnterprise SoftwareSector AgnosticSemiconductorsGlobalPortola ValleyUnited States

Source: firm website, verified Aug 3, 2026.

Stage
Pre-Seed–Late Stage
Check
$250K – $30M
HQ
Portola Valley, California, US
Leads rounds
Follows
Instruments
Debt
Founded
1980
AUM
$2B
Tracked investments
157

Team · 36 people

from the firm's website & public directories
Greg Goldfarb· Investment Partner
Jay Cohan· Partner
Paula Root· Investment Partner
Sarah Peluso· Investment Partner
Allison Lee· Principal
Andrew Baldwin· Principal
Dylan Bern· Principal
Ross Glasser· Principal
Jon Beizer· Venture Partner
Angela Perteet· Operations Manager
Brittany Cadwalader· Director of Finance and SEC Reporting
Danielle Fowler Jr.· Loan Specialist
Ekta Sheth· Accounting Ops Manager
Jared Thear· CFO & CCO
Jen Dominguez-Barroso· Accounting Manager
Julie Fox· Senior Loan Specialist Manager
Laurie Vinal· Loan Specialist
Lena Kolesnikova· AP/AR Analyst
Linh Cao· Director of Investments and Finance
Marina Oerman· Director of Compliance and Operations
Meenakshi Chockalingam· Accounting Manager
Peggy Lee· Senior Accountant
Roger Lee· Chief Accounting Officer
Sean Kersten· Senior Manager of Finance
Thomas Romero· Senior Manager of Investments and Operations
Zain Azhar· Senior Accountant

What they invest in

from 67 of 157 portfolio companies

AI & Machine Learning ×24Enterprise Software ×19SaaS ×18Consumer ×13Healthtech ×13Fintech ×10Biotech ×9Data & Infrastructure ×7

HQs:United States×36Colombia×2United Kingdom×1Israel×1Italy×1Mexico×1

Investments · 157 tracked

founders shown can be your intro path
Innventureinnventure.comin𝕏NASDAQ: INV

Innventure sources promising technologies from multinational corporations' R&D and builds, funds, and operates them as standalone companies, using a MATCH quality scoring method to evaluate commercialization potential.

Advanced ManufacturingDeep TechEnterprise SoftwareSector AgnosticOrlando, US

John Scott(Executive Officer)Roland Austrup(Member of the Executive Committee, Chief Growth Officer)David Yablunosky(Director, Executive Officer)Bill Haskell(Member of the Executive Committee, Chief Executive Officer, Class I Director)Suzanne Niemeyer(Member of the Executive Committee, General Counsel, Class III Director)Dave Yablunosky(Member of the Executive Committee, Chief Financial Officer, Class II Director)

2045 Studio2045studio.com

Members-only network for influential professionals of color.

Abacumabacum.ioin𝕏

Abacum is a board and investor reporting software that helps finance teams prepare and present quarterly meeting materials to boards and investors.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Accelsiusaccelsius.comin
Affinityaffinity.coin𝕏

Affinity provides a platform for investment banking teams to accelerate mandate success and client relationship management through integrations with tools like Slack, Mailchimp, and Dropbox.

Enterprise SoftwareFintechSaaS

Akadeum

Cell therapy platform technology for improved cell isolation and activation.

Akadeum Life Sciencesakadeum.comin𝕏

Akadeum manufactures GMP-compliant ancillary materials for cell and gene therapy applications, specializing in microbubble-based negative selection products.

Advanced ManufacturingBiotechDeep TechHealthtechMedical DevicesAnn Arbor, US

Jeffrey S. Williams(Director)Brandon McNaughton(Executive Officer, Director)James Militello(Executive Officer)Kalyan Handique(Executive Officer, Director)Douglas Neal(Director)John Younger(Executive Officer, Director)

Ambientambient.usin𝕏

Ambient provides a knowledge management platform that aggregates customer and organizational context from meetings, chats, emails, and CRM systems, and makes that unified data accessible to AI assistants including Claude, ChatGPT, and Gemini.

AI & Machine LearningData & InfrastructureEnterprise Software

American Castanea

Working to revive the American Castanea tree from extinction at commercial scale.

APISecapisecuniversity.com
Aroaro.homesin
Arrofinancearrofinance.comin

Arro is a fintech platform that offers a credit-building credit card with cash back rewards and an AI-powered money coach to help users build credit, earn financial rewards, and improve their financial habits.

Fintech

Ascentascent.io
Autolab.Comautolab.com.co
Ava

Secured loan and credit products helping consumers improve credit scores via subscription.

Ava Financemeetava.com

Mission Viejo, US

Omar Sinno(Executive Officer)Abdellatif Lawand(Executive Officer)Rezaur Rahman(Executive Officer)

Azumoazumotech.comin𝕏
Badianibadiani1932.com

Badiani is an artisan gelato producer founded in Florence in 1932, operating retail stores, kiosks, and market stalls.

ConsumerFoodTechRetail TechFlorence, IT

Biopharmaceutical company
Bitobito.aiin𝕏
Blackcartblackcart.com

Toronto

Prashant Shukla(Director)Adam Struck(Director)Li Nan Ouyang(Executive Officer, Director)

BossBitesbossbites.comin

BossBites turns dishes from established restaurants and chefs into packaged, shelf-ready frozen grocery products, handling R&D, food-science formulation, operations, sales, and branding to place them in retail stores.

ConsumerFoodTechRetail Tech

Brick Dynamicsbrickdynamics.com

Brick Dynamics helps companies expand into new cities by setting up warehousing, local teams, and delivery operations without fixed overhead.

Logistics & Supply ChainMiami, US

Thomas O'Brien(Executive Officer, Director)Timothy Hennessy(Executive Officer, Director)

Bryan Anthonysbryananthonys.com
Bycorebycore.com
Canopy

Modern loan servicing infrastructure for scaling fintech companies.

Canopy Technology Corpcanopyservicing.comin𝕏
Canvas Medicalcanvasmedical.comin𝕏

Canvas Medical develops a customizable and extensible electronic medical record (EMR) platform for ambulatory clinics, featuring developer tools, APIs, and AI capabilities like clinical co-pilots to automate workflows in scheduling, charting, and billing.

AI & Machine LearningDigital HealthHealthtechMedical DevicesSaaS

Andrew Hines(Founder)

Carbon Ridgecarbonridge.net

Chase Dwyer(Cofounder)

CarePointafricahealthholdings.com

Tech-forward healthcare platform transforming the healthcare industry in Africa.

Centstrycents.comin

Cents Assist is an AI-powered receptionist service built for laundry and laundromat businesses that handles customer calls, texts, and chat inquiries 24/7.

AI & Machine LearningData & InfrastructureFuture of WorkHR TechIoTRetail TechSaaS

Eliezer Cohen(Executive Officer, Director)Allen Konstam(Executive Officer, Director)Ira Chaimovits(Executive Officer, Director)

Charlie

Bank account designed for retired seniors with faster social security access.

Charlie Financialcharlie.com

Los Angeles, US

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

Checksum

Automation testing platform for the AI-age to ensure software quality.

Checksum AIchecksum.aiin
Climate risk management software
Climate Xclimate-x.comin𝕏
Commonsuncommonsun.at
Concierge care platform
Confirm HRconfirm.com

Confirm is an AI-powered performance management platform that uses Organizational Network Analysis to map collaboration patterns and provide objective data for fairer employee reviews.

AI & Machine LearningEnterprise SoftwareHR TechSaaSSan Francisco, US

Jeremy LernerJoshua Merrill(Executive Officer, Director, Promoter)

CornerUpcornerup.com

B2B e-commerce platform for sourcing and discovery by independent stores.

Creoatecreoate.comin
Crowdedbankingcrowded.comin

Crowded is a financial management platform for nonprofit organizations that combines banking, expense management, payment collection, fundraising, and compliance in one system.

FintechImpact & Social GoodSaaSNew York, US

Howie Schwartz(Chief Executive Officer)Mark Roth(Chief Operating Officer)

Daisy

Home technology installation and servicing company growing through acquisitions.

Daisydaisyco.comin
Datachaindatachain.aiin𝕏

DataChain builds machine learning data infrastructure, including tooling for versioning and managing data used in ML workflows.

AI & Machine LearningData & InfrastructureDeveloper Tools

Dmitry Petrov(Co-Founder & CEO)

DeepTempodeeptempo.aiin

DeepTempo builds AI-based threat detection and response tools for security teams defending businesses and critical infrastructure.

AI & Machine LearningCybersecurityEnterprise Software

Developer cybersecurity platform
Electric vehicle conversion company
Equiiequii.comin𝕏

Equii makes food products that combine complete protein with carbohydrates while reducing sugar, positioned around balanced nutrition.

ConsumerFoodTechWellness & Fitness

Evolver

Agentic workflows automating complex professional services tasks with real-time strategy and forecasting.

Family Firstfamily-first.com

HealthtechWellness & FitnessBoston, US

Evan Falchuk(Executive Officer, Director)Anthony Cefalo(Executive Officer)Stephen Fromm(Executive Officer, Director)Jonathan Kalman(Director)

BoardAdam Boyden(Director)Carl Bauer-Schlichtegroll(Director)

Fanimalfanimal.com𝕏
FeltSensefeltsense.ai

Feltsense is a software company building fleets of AI agents that operate as autonomous "agentic founders," identifying market pain points, validating demand, and building and shipping software products on their own.

AI & Machine LearningDeveloper ToolsSaaSSan Francisco, US

Financial wellness platform
Findigsfindigs.com

Findigs is an AI-native platform that automates residential applicant screening end-to-end, from application submission to analytics.

AI & Machine LearningPropTech

Findigs

Property rent management software improving leasing with income verification and concierge.

FutureProof

Climate insuretech with proprietary underwriting predicting asset-level losses.

Frequently asked questions

What stage does Western Technology Investment invest at?
Western Technology Investment invests at the Pre-Seed, Seed, Series A, Series B, Series C, Growth, Late Stage stages.
What is Western Technology Investment's typical check size?
Western Technology Investment typically writes checks of $250K – $30M.
What sectors does Western Technology Investment focus on?
Western Technology Investment focuses on Deep Tech, Enterprise Software, Sector Agnostic, Semiconductors.
Where is Western Technology Investment located?
Western Technology Investment is headquartered in Portola Valley, US.
Does Western Technology Investment lead rounds?
Western Technology Investment typically participates in rounds rather than leading them.

Co-investors · 37

Founders Fund

Founders Fund is a venture capital firm that invests in companies building transformative technologies across defense, space, data analytics, and other frontier sectors.

$500K – $5M
True Ventures

True Ventures is an early-stage venture capital firm that writes the first check for founders and supports them through subsequent stages of growth.

$500K – $3M
Andreessen Horowitz

Andreessen Horowitz's Strategic Partnerships page describes collaborations that connect its portfolio companies with established institutions to help scale and deploy their technology.

Both backed · 1
$500K – $50M
Bessemer Venture Partners

Bessemer Venture Partners is a venture capital firm that partners with entrepreneurs from early stages through every stage of growth, publishing investment roadmaps across multiple technology sectors.

Both backed · 1
$5M – $100M
Khosla Ventures

Khosla Ventures is a venture capital firm known for backing bold, contrarian bets in world-class teams that can reshape entire industries.

Both backed · 1
$5K – $50M
Greylock Partners

Greylock Partners is a venture capital firm that backs founders at the earliest stages, often as their first investor before a product exists.

Both backed · 1
$100K – $200M
Streamlined Ventures

Streamlined Ventures is an early-stage venture firm that partners with founders and invests at the seed stage to help build large-scale companies.

Both backed · 1
$100K – $1M
Floodgate

Floodgate is a venture capital fund that backs founders at the earliest stages, positioning itself as their first true believers.

Both backed · 1
$500K – $5M
IA Ventures

IA Ventures is a venture capital firm that invests in early-stage software and frontier technology companies.

Both backed · 1
$100K – $5M
Uncork Capital

Uncork Capital is a seed-stage venture firm that backs founders at the earliest stage, before their potential is widely recognized.

$3M – $5M
Felicis Ventures

Felicis Ventures is an early-stage venture capital firm that has backed founders for over 20 years, leading or co-leading the majority of its investments across seed and Series A rounds.

$500K – $15M
SV Angel

SV Angel is an investment firm that partners with and supports founders building transformative companies, providing long-term backing and close advisory relationships.

25 more co-investors

B Capital GroupSound VenturesSlow VenturesInovia CapitalSouth Park CommonsLowercase CapitalBase10 PartnersFifth WallBetaworks Ventures Management, LlcBaseline VenturesOurCrowdJavelin Venture PartnersUpside PartnershipKohlberg Kravis RobertsVitalStage VenturesPhoenix Court14WGlobal Innovation FundCyfrinFYRFLY Venture PartnersLearn CapitalCSC Venture CapitalGPO FundArthur VenturesAmicus Capital Partners

Firms observed investing alongside Western Technology Investment, from public investor directories. Shared companies are the overlap with Western Technology Investment's recorded portfolio.

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