BoxGroup

BoxGroup Services, LLC is a venture capital firm based in New York that focuses on early-stage investments, particularly in pre-seed, seed, and early Series A companies. Established in 2009 by Adam Rothenberg and David Tisch, the firm primarily targets disruptive technology sectors, including health, biotech, food, SaaS, marketplaces, e-commerce, and fintech. BoxGroup typically invests between $50,000 and $500,000, supporting entrepreneurs with innovative visions and teams capable of creating category-defining businesses. While the firm primarily invests in New York City, Silicon Valley, and Los Angeles, it does not limit its geographic focus. BoxGroup does not take board seats or ownership stakes in its portfolio companies, emphasizing a supportive investment approach.

Adina Davis

Principal

Claire Goldsmith

Investor

Disha Karale

Investor

Nimi Katragadda

Partner

Dillon Liang

Investor

Sushanth Raman

Investor

Greg Rosen

Partner

Adam Rothenberg

Co-Founder, Investor & Partner

Claire Smilow

Principal

473 past transactions

Macro

Seed Round in 2023
Macro offers a document workspace driven by AI. They provide tools for word processors, PDF editors, comparison tools, automation tools, and more. They offer rapid context by allowing users to click on any specified term, section, chapter, clause, and more.

Kojo

Series C in 2022
Agora Systems, Inc. designs and develops materials management platform for modern construction companies. The company also offers modern materials management solution built for the electrical trade. Agora Systems, Inc. was incorporated in 2018 and is based in San Francisco, California.

Modern Life

Seed Round in 2022
Modern Life is a tech-enabled life insurance brokerage. With a focus on empowering advisors, Modern Life offers advanced technology solutions to digitally streamline advisors’ practices and expert brokerage support. With Modern Life, advisors nationwide can compare quotes from top carriers in minutes, perform data-driven underwriting assessments, manage clients from an integrated dashboard, and receive comprehensive deal support.

Footprint

Seed Round in 2022
Footprint is an identity verification platform developer. Footprint enables companies to create a shared knowledge database of bad actors. In Footprint, they offer five lines of code, kyc, and personal identifiable information vaulting.

Kinetic

Seed Round in 2022
Kinetic is a company operating in stealth mode.

Equals

Seed Round in 2022
Equals is a mobile and web service that helps its users with variables and equations. It was launched by [Infinity Softworks](https://www.crunchbase.com/organization/infinity-softworks#/entity) in 1997.

Tomorrow Health

Series B in 2022
Tomorrow Health operates an online marketplace that specializes in medical supplies and equipment, including wheelchairs, walkers, ventilators, and various durable medical products. The company is dedicated to enhancing the home care experience by combining personal service with modern technology. It facilitates the ordering of necessary medical supplies through health insurance, ensuring that products are delivered directly to patients' homes. Based in New York, Tomorrow Health aims to streamline access to essential healthcare resources, catering to a wide range of needs, from wound care to respiratory and ostomy products.

Medallion

Series C in 2022
Medalion helps hospitals to empower their practice for market expansion while maintaining compliance.

Proper

Seed Round in 2022
Proper is a company based in Copenhagen, Denmark, that offers a comprehensive platform for property management, catering to both property owners and tenants. Established in 2017, Proper's intelligent software automates the operational tasks related to the rental of various properties, including residential and commercial leases, garages, and parking lots. In addition to property management, Proper provides tools and APIs designed to assist businesses in managing their payment data across multiple providers. This integration allows for streamlined reconciliation and payment operations, enabling companies to enhance their financial accuracy and improve the efficiency of their financial infrastructure.

Friendly Apps

Seed Round in 2022
Friendly Apps is to create a suite of apps with a different set of values that are targeted toward helping people with both their physical and mental health in new ways.

Jabu

Series A in 2022
Provider of tech-based supply chain and logistics services intended to power how shop owners order, source, and stock their products. The company facilitates efficient logistics, sales, and inventory management through phone and web applications to control and distribute inventory, manage sales, and dispatch orders, pick up orders from the warehouse and manage efficient routes, place orders, request credit, manage inventory, make payments, and save capital, enabling businesses to grow their businesses through product diversification, inventory management, and PO financing.

Flowcarbon

Initial Coin Offering in 2022
Flow Carbon uses blockchain technology to put carbon offset credits on-chain, accelerating the creativity and scalability of climate change solutions. Flow Carbon is headquartered in New York, United States and was founded in 2021.

CommandBar

Series A in 2022
Command Bar allows users to add a command bar to their app with one line of code, making it easy for them to learn and navigate their GUI.

Loops

Seed Round in 2022
Loops is a startup that created a platform for SaaS startups to send emails.

Ganymede

Pre Seed Round in 2022
Ganymede is a low-code platform-as-a-service (PaaS) based in Palo Alto, California, established in 2022. It focuses on the biotech sector by providing software engineers with tools to connect applications, integrate lab instruments, and manage data seamlessly. The platform enables users to design data pipelines, create integrations, and facilitate the movement of data with intuitive versioning. By simplifying the automation of laboratory processes, Ganymede enhances operational efficiency and accelerates scientific research and production capabilities.

Chief

Series B in 2022
Chief is an online private membership network dedicated to empowering women leaders. It specifically targets senior women, from rising vice presidents to CEOs, aiming to enhance their paths to executive positions and sustain their presence in leadership roles. The organization fosters connections among its members, allowing them to share experiences and insights across various industries. By facilitating collaboration and support among women in power, Chief seeks to drive meaningful change within organizations and promote greater representation of women in the C-suite.

Zephyr AI

Seed Round in 2022
Zephyr AI is a high-growth healthcare technology company committed to radically reshaping traditional approaches to drug discovery and precision medicine.

RenewaFi

Seed Round in 2022
RenewaFi offers a renewable energy marketplace.

David Energy

Series A in 2022
David Energy Systems, Inc. specializes in designing, building, and managing onsite energy grids for industrial, commercial, and residential buildings. The company offers a software platform that allows users to efficiently manage vital data and electronic billing, thereby enhancing transparency in an otherwise opaque energy market. Established in 2017 and headquartered in Brooklyn, New York, David Energy combines technological expertise with field support to empower building owners and developers to optimize their onsite energy usage.

Sundays

Series A in 2022
Sundays for Dogs engages in the online retail of dog foods. Its products are made by an air-drying method that gently dehydrates food low and slow to preserve nutrients and flavor while killing germs. The company was co-founded by Tory Waxman and Michael Waxman and is based in New York.

J2 Health

Seed Round in 2022
J2 Health is a business-to-business healthcare software-as-a-service company that specializes in network management and analytics. The company provides a cloud-based system designed to help healthcare organizations optimize their provider networks by evaluating network quality and identifying areas for improvement. J2 Health's platform features an adaptive interface and visualization tools that allow users to centralize key provider insights. This enables healthcare organizations to build competitive and member-centric networks efficiently and effectively, ensuring network adequacy and enhancing overall performance.

Savvy Wealth

Seed Round in 2022
Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients and advisors. The company acquires traditional wealth management firms and supercharging with software to make dramatically more efficient and support more clients without adding additional headcount. Savvy Wealth is headquartered in New York, New York and was founded in 2021.

Backbone

Series A in 2022
Backbone offers a mobile gaming controller that is cloud-gaming and remote-play compatible. It is a low-power, low-latency gaming device that works with the iPhone and does not require charging, allowing for responsive gaming anywhere. Backbone allows gamers to simply snap their phone into the Backbone One controller, launch the Backbone App, and begin playing mobile, console, or PC games from any location.

Ro

Venture Round in 2022
Ro is a mission-driven healthcare technology company that handles everything from online diagnosis to the delivery of medication. It aims to be the patient’s first call for all of their healthcare needs. Using technology, it empowers physicians to provide high-quality, affordable care when and where patients need it most. It powers three digital health clinics which are Roman for men’s health, Rory for women’s health, and Zero for fighting addiction.

Epoch Biodesign

Seed Round in 2022
Mellizyme Biotechnology is currently operating in stealth.

Accrue Savings

Series A in 2022
Accrue Savings is an online savings platform designed to assist customers in planning and saving for future purchases. The platform offers merchant-embedded savings accounts that allow users to set aside money for specific items while earning cash rewards. This approach not only encourages responsible saving but also enhances the shopping experience by providing incentives directly linked to customer savings goals. By collaborating with various brands, Accrue Savings enables shoppers to receive cash rewards as they work towards their desired purchases, promoting a more strategic approach to managing everyday expenses.

Novo

Series B in 2022
Novo Platform Inc. is a modern banking platform that develops applications designed to integrate banking activities for businesses. Founded in 2016 and based in New York, the company provides users with tools to receive analytical insights and alerts related to fraudulent activities in their banking data. Novo partners with a network of FDIC-insured community banks, enabling it to offer banking products directly to consumers while emphasizing transparency and user experience. Initially focusing on depository banking products, Novo plans to expand into more profitable segments as it grows.

Little Otter

Series A in 2022
Little Otter is a children's mental health company that developed an app that focuses on the mental health of children and their families. Little Otter is a family-focused mental health service for children. The company app makes it simple to connect with qualified providers from the convenience of the user's phone and gain access to advice and guidance developed by Dr. Helen Egger and our child mental health experts.

Pace

Series A in 2021
Pace is a London-based company founded in 2017 that operates a revenue management platform specifically designed for hotels and hostels. The platform addresses the challenges of fluctuating demand for fixed accommodation capacity by providing tools for real-time forecasting, price sensitivity analysis, and automation. Utilizing machine learning and statistical techniques, Pace helps hotel owners optimize their pricing strategies to better match supply and demand, potentially increasing annual revenues by over 30%. The company's unique approach positions it as a technology-driven leader in the hospitality sector, distinguishing itself from competitors that typically focus on traditional methods. Pace's algorithms are continuously refined by an in-house science team, ensuring that clients can respond swiftly to market changes and secure optimal bookings.

Pace

Series A in 2021
Pace is a London-based company founded in 2017 that operates a revenue management platform specifically designed for hotels and hostels. The platform addresses the challenges of fluctuating demand for fixed accommodation capacity by providing tools for real-time forecasting, price sensitivity analysis, and automation. Utilizing machine learning and statistical techniques, Pace helps hotel owners optimize their pricing strategies to better match supply and demand, potentially increasing annual revenues by over 30%. The company's unique approach positions it as a technology-driven leader in the hospitality sector, distinguishing itself from competitors that typically focus on traditional methods. Pace's algorithms are continuously refined by an in-house science team, ensuring that clients can respond swiftly to market changes and secure optimal bookings.

Universe

Series B in 2021
Universe is a mobile-based website builder established in 2014 and headquartered in Brooklyn, New York. The platform aims to empower users to create customized websites quickly and easily, catering to the needs of small business owners and individuals who prefer mobile solutions. By offering a unique approach that eliminates complicated templates, Universe utilizes customizable website filters that allow users to arrange photos, videos, and icons on a grid pattern through a simple drag-and-drop interface. This enables users to build mobile-optimized websites in just minutes using the company's iOS app, providing them with full control over their online presence.

Clara

Series B in 2021
We started Clara to help individuals and families finance their lives in a more efficient, transparent, and empowered way. We started with one of life’s most important financial decisions -- a home. We are building technology to reduce the time and cost it takes to originate a mortgage and creating a more personalized, clear experience for our customers.

Pepper

Series A in 2021
Pepper is a digital platform based in New York that streamlines the food supply chain for suppliers and restaurants. It facilitates order placement, real-time communication with suppliers, and invoice tracking, thereby enhancing collaboration between restaurants and their suppliers. The platform enables restaurant operators to manage multiple supplier relationships effectively, resolve order and delivery issues promptly, and gain insights into business performance. Additionally, it allows for the promotion of items or brands to specific customers, simplifying the purchasing process for both restaurants and consumers. By providing these services, Pepper aims to help restaurants and suppliers create more resilient businesses in an ever-evolving food industry.

Circle

Series A in 2021
Circle is a community platform that brings together the creators' discussions, memberships, and content. The company was founded by Sid Yadav, Rudy Santino, and Andrew Guttormsen.

Accrue Savings

Seed Round in 2021
Accrue Savings is an online savings platform designed to assist customers in planning and saving for future purchases. The platform offers merchant-embedded savings accounts that allow users to set aside money for specific items while earning cash rewards. This approach not only encourages responsible saving but also enhances the shopping experience by providing incentives directly linked to customer savings goals. By collaborating with various brands, Accrue Savings enables shoppers to receive cash rewards as they work towards their desired purchases, promoting a more strategic approach to managing everyday expenses.

Culture Biosciences

Series B in 2021
Culture Biosciences, founded in 2016 and headquartered in San Francisco, California, specializes in developing automated bioreactors and tools for fermentation. The company provides a digital bio-manufacturing platform that allows biotech companies to optimize their manufacturing processes, enabling them to bring products to market more efficiently. By utilizing robotic sample handling and cloud-based data monitoring and analysis, Culture Biosciences helps scientists run, monitor, and analyze bioreactors more quickly than traditional methods. This innovative approach supports the biotechnology sector in enhancing productivity and streamlining workflows.

Matik

Series A in 2021
Matik, Inc. is a company that specializes in creating a presentation generation platform designed to facilitate the rapid development of personalized customer presentations. Founded in 2019 and based in San Francisco, California, Matik offers integration with Google Slides and PowerPoint, enabling users to produce customized presentations in a matter of minutes. The platform allows for the insertion of native elements and supports various templates, which can be tailored with specific data inputs.

Cleancult

Series B in 2021
Cleancult is a company focused on creating sustainable cleaning products that reduce reliance on single-use plastics. It manufactures refillable items in aluminum bottles and offers all-natural laundry detergents in the form of cleaning pods. These pods contain powerful stain-fighting ingredients and a non-toxic formula, making them suitable for customers with sensitive or allergy-prone skin. By promoting eco-friendly practices and providing effective cleaning solutions, Cleancult aims to support a sustainable lifestyle for its consumers.

Loyal

Series A in 2021
Developer of veterinary pharmaceuticals designed to improve the health span and lifespan of dogs. The company's drugs delay the onset of age-related diseases like cancer, heart diseases and metabolic diseases, enabling dogs to live healthier, longer lives.

Rose Technology

Seed Round in 2021
Rose is a next-generation data management platform that allows users to quickly find relevant data and interact with it in a way that allows them to make data driven decisions. Dealing with large amounts of data is a painful experience. The world is fifty odd years into the information revolution, and yet even the most sophisticated of institutions are still working on data using the same hodgepodge of opaque databases and error-prone spreadsheets developed decades ago. Finding what you want is difficult, cleaning data is a constant pain, and integrating information across sources and tools requires investing huge amounts of time and human capital. Rose addresses these issues by providing you with a hub for finding, cleaning, and interacting with your data. Rose's data marketplace gives users exposure to a wide array of robust data sets from a myriad of reputable providers. Users can view how a dataset is constructed and can pull the underlying data into an Excel spreadsheet or Jupyter Notebook. Rose allows users to see their data, make changes to it, and push those changes to the cloud in a way that everyone can see the cleaning process. Rose also comes prepackaged with a large function library that allows users to transform their data and interpret it in a format that makes sense. Information is the most valuable commodity in the marketplace today. Rose gives your organization a common set of tools for manipulating, sharing, and profiting off the backbreaking work of turning raw information into insights that drive decisions.

Ascend

Seed Round in 2021
Ascend is a modern, all-in-one payments solution purpose-built for insurance. We automate insurance payments end-to-end — from online customer payments including premium financing to the distribution of commissions and carrier payables. We help digital distributors sell more insurance by simplifying operations, reducing payment friction and delivering the modern checkout experience customers expect.

Arcadia

Series D in 2021
Arcadia, Inc. is an online platform based in Washington, D.C., that facilitates the management of energy accounts for residential and commercial users across the United States. Founded in 2013, the company connects subscribers to renewable energy sources, including wind farms and community solar projects. Through its application, users can easily sign up for clean energy options available in their area and monitor their energy usage and account activity. Arcadia aims to enhance the utility experience by providing seamless monthly billing and access to energy-efficient products, thereby promoting clean energy and cost savings for its customers.

Vowel

Series A in 2021
Vowel, Inc. is a New York-based company that specializes in developing a video conferencing tool designed to enhance remote meetings. Founded in 2018, Vowel focuses on improving the meeting experience by providing features such as automatic recording, transcription, and sharing of video meetings. The platform aims to streamline the entire meeting process by allowing users to plan, host, transcribe, search, and share their meetings from a single browser interface. Through its innovative approach, Vowel seeks to make meetings more productive, efficient, and valuable for its users.

Alma

Series C in 2021
Alma is a membership-based network for mental health care professionals that simplifies access to higher quality, more affordable mental healthcare.

Brilliant

Series B in 2021
Brilliant Home Technology, Inc. is a home automation company based in San Mateo, California, founded in 2016. The company specializes in the development of smart home devices, including smart home controls, dimmer switches, smart plugs, and various accessories. These products enable users to manage and control multiple aspects of their home environment, such as lighting, music, climate, security, and doorbells, enhancing convenience and efficiency in modern living.

TrustLayer

Series A in 2021
TrustLayer is an insurtech solutions company that automates insurance verification with machine learning & AI and provides real-time updates on the R3 Corda distributed ledger ecosystem. TrustLayer helps companies eliminate error-prone, manual processes and streamline existing workflows to increase insurance compliance and decrease organizational risk. Customers in multiple billion dollar industries such as construction and property management rely on TrustLayer for its ease of use, tracking and verifying certificates of insurance & other business documents, increased vendor compliance, and the ability to utilize their platform for multiple use cases.

CommandBar

Seed Round in 2021
Command Bar allows users to add a command bar to their app with one line of code, making it easy for them to learn and navigate their GUI.

Canopy

Series A in 2021
Developer of a loan management platform intended to build modern servicing infrastructure for scaling financial enterprises. The company's platform provides a plug-and-play system of record for companies who want to launch lending products quickly and reliably, enabling clients to make changes to products, accounts, policies, and payments through an effective user interface.

Bubble

Series A in 2021
Bubble Group, Inc., established in 2012 and located in New York, develops an internet-based application programming interface that offers a code-free programming language. This platform allows users to create and host web applications without needing engineering skills. Bubble provides a visual programming tool designed for both web and mobile applications, enabling startups to create customer-facing platforms, businesses to develop internal tools, and educational institutions to teach programming fundamentals. By simplifying the application development process, Bubble aims to democratize technology creation, allowing individuals to build applications easily without prior coding experience. The company hosts all applications on its cloud platform, striving to eliminate the divide between technology creation and usage.

LiveControl

Series A in 2021
LiveControl is your dedicated camera operator, controlled remotely for a fraction of the price. No more managing volunteers, expensive outside hires, or boring wide shots. LiveControl integrates directly with existing livestream equipment and servers such as StreamSpot and Boxcast. Need equipment? LiveControl also provides the best streaming equipment and installation for the lowest price on the market. Outsource your camera work with LiveControl today.

Titan

Series B in 2021
Titan is a high-quality asset manager that focuses on developing and managing investment strategies specifically tailored for retail investors. The company aims to simplify the investment process by providing clear explanations of its strategies, enabling individuals to make informed decisions. Additionally, Titan offers an email suite designed for businesses, which facilitates scheduling, follow-up reminders, and provides templates for efficient communication. This dual approach combines asset management with tools that enhance productivity, catering to the needs of both individual investors and business clients.

Telegraph

Venture Round in 2021
Telegraph System is a SaaS transportation technology startup leveraging machine learning and artificial intelligence to digitize a critical segment of the supply chain. It was founded in 2020 and is headquartered in Chicago, Illinois.

Evvy

Seed Round in 2021
Evvy is for people with vaginas who want to be empowered with information about their microbiome. Their mission is to close the gender health gap by discovering and leveraging overlooked biomarkers in the female body — starting with the vaginal microbiome.

Orum

Series B in 2021
Orum develops a financial platform that creates instant payment wallets and enables money movement. Its solution includes Foresight, an automated programming interface that enables banks and financial institutions to move money in real time. The platform uses machine learning and data science to predict availability of funds and fraud patterns. The company was founded in 2019 and is based in New York, New York.

Yoni Inc

Venture Round in 2021
Yoni Inc, operating as Yoni Circle, is a company based in Sacramento, California, that focuses on fostering community among women through storytelling. Established in 2017, Yoni Circle provides an application that facilitates live virtual storytelling circles, allowing women to connect with each other and explore their experiences in a supportive environment. In addition to these circles, the platform offers various services, including salons, Yoni notes, a shop, and a community space designed specifically for women. By integrating both in-person and digital interactions, Yoni Circle aims to deepen the connections among women and enhance their self-understanding.

Novo

Series A in 2021
Novo Platform Inc. is a modern banking platform that develops applications designed to integrate banking activities for businesses. Founded in 2016 and based in New York, the company provides users with tools to receive analytical insights and alerts related to fraudulent activities in their banking data. Novo partners with a network of FDIC-insured community banks, enabling it to offer banking products directly to consumers while emphasizing transparency and user experience. Initially focusing on depository banking products, Novo plans to expand into more profitable segments as it grows.

Pine

Seed Round in 2021
Pine operates as a digital mortgage company. Pine is a technology-centric company, that believes in supporting tech with people and processes, not the other way around.

Merlin Labs

Series B in 2021
Merlin Labs is building an autonomous infrastructure for the sky above us, enabling goods, and eventually people, to fly without pilots.

Kula Bio

Seed Round in 2021
Kula Bio specializes in sustainable, biological solutions for modern agriculture. It energizes nitrogen-fixing microbes to produce organic fertilizer. By rewiring the energy flow from the sun to soil, they are disrupting synthetic fertilizer to eliminate the division between affordable practices and stewardship of our land, sea, and air. The company was founded in 2018 and is headquartered in Somerville, Massachusetts.

Dooly

Series B in 2021
Dooly Research Ltd. is a Canadian company that specializes in developing an artificial intelligence-driven sales enablement platform designed to enhance the efficiency of sales teams. Founded in 2015, the Vancouver-based company offers software that automates the customer relationship management process by capturing, sharing, and organizing essential customer information. The platform facilitates the synchronization of digital notes, fields, and tasks directly with Salesforce, allowing sales and customer success teams to minimize time spent on administrative duties. By streamlining the flow of information from meetings and customer interactions, Dooly enables teams to focus more on closing sales and achieving core business objectives.

BigBrain

Seed Round in 2021
BigBrain is launching its BigBrain trivia game where you can win real-money prizes.

Haven

Seed Round in 2021
Haven Technology, Inc. is a company based in Riverside, California, focused on developing a platform for managing mortgages. Established in 1993, Haven utilizes machine learning to accurately predict mortgage prepayments and enhance conversion rates through effective digital marketing strategies. The platform offers features that allow users to align debits with their payroll schedules, set up automatic payments, and receive reminders for mortgage dues. By prioritizing consumer-facing experiences, Haven aims to build trust and loyalty among its users. The company was co-founded by Aditya Acharya and Nipun Kant.

Pahdo Labs

Seed Round in 2021
Pahdo Labs is building an Anime-style action MMORPG and game creation platform. The company's mission is to cultivate a virtual world built by players, an online place where people can have a meaningful role in something bigger than themselves, own and share the products of their ingenuity, and foster a sense of belonging for others. Pahdo Labs was founded in 2020 and is based in New York, NY.

Mantl

Series B in 2021
Mantl is the first customer-centric outer core ecosystem that gives banks and credit unions the flexibility to innovate using modern technology, while owning their brand throughout the entire customer lifecycle.

Level

Series A in 2021
Level is the modern dental plan for employers.

Tomorrow Health

Series A in 2021
Tomorrow Health operates an online marketplace that specializes in medical supplies and equipment, including wheelchairs, walkers, ventilators, and various durable medical products. The company is dedicated to enhancing the home care experience by combining personal service with modern technology. It facilitates the ordering of necessary medical supplies through health insurance, ensuring that products are delivered directly to patients' homes. Based in New York, Tomorrow Health aims to streamline access to essential healthcare resources, catering to a wide range of needs, from wound care to respiratory and ostomy products.

Itsme

Series A in 2021
Itsme creates high fidelity Avatars and Environments that enable the World to feel closer together. Millions of people use Itsme to explore the world, meet new people, and grow meaningful friendships without the constraints of physical space

Pickle Robot

Seed Round in 2021
Pickle Robots is a low cost, collaborative package handling robot that automates several key tasks along the e-commerce supply chain. Package handling is a physically demanding job with extremely high rates of turnover. The rising costs of shipping, comprised of 2/3rds labor, have become a major bottleneck to continued growth in e-commerce. Dill is the first robot from the Pickle Robot Company. It works multiple shifts, communicates with its human collaborators, and is rapidly developing new skills in handling e-commerce parcels: such as loading/unloading of feeder trucks, palletizing/depalletizing, and preloading of last mile delivery vans, trucks, and parcel cars.

Orum

Series A in 2021
Orum develops a financial platform that creates instant payment wallets and enables money movement. Its solution includes Foresight, an automated programming interface that enables banks and financial institutions to move money in real time. The platform uses machine learning and data science to predict availability of funds and fraud patterns. The company was founded in 2019 and is based in New York, New York.

Enode

Seed Round in 2021
Enode is a Norwegian company founded in 2020 that specializes in developing APIs to connect various energy hardware, including electric vehicles, solar panels, home batteries, and heating systems, to consumer applications. Its SaaS-based platform allows these devices to be integrated into a unified application, optimizing energy consumption and enabling participation in flexible energy markets. This connectivity supports clients in their efforts to facilitate a zero-carbon energy grid, promoting sustainable energy practices through enhanced digital infrastructure. The company was established by Henrik Langeland, Nikolai Heum, and Thorvald Thorsnes and is headquartered in Oslo, Norway.

Mayfair

Pre Seed Round in 2021
Paperclip is a seed-stage startup that's backed by Amity Ventures and BoxGroup to build modern finance and accounting software. Today’s finance teams are expected to be part-strategic finance, part-data analyst and part-systems architect, but the decades-old accounting solutions they're using can't support this approach any longer. We're changing this by building truly flexible accounting software that seamlessly integrates with the modern finance tech stack and provides ways to make accounting data more accessible and operationally useful.

Ro

Series D in 2021
Ro is a mission-driven healthcare technology company that handles everything from online diagnosis to the delivery of medication. It aims to be the patient’s first call for all of their healthcare needs. Using technology, it empowers physicians to provide high-quality, affordable care when and where patients need it most. It powers three digital health clinics which are Roman for men’s health, Rory for women’s health, and Zero for fighting addiction.

Secureframe

Series A in 2021
Secureframe is a compliance automation platform designed to assist organizations in achieving and maintaining compliance with security and privacy standards, specifically SOC 2 and ISO 27001. Founded in 2020 by Shrav Mehta and Natasja Nielsen, the company is headquartered in San Francisco, California. Secureframe's software streamlines the compliance process by offering automated audits and continuous monitoring, ensuring that service providers effectively manage data to protect both organizational interests and client privacy. This platform enables companies worldwide to navigate the complexities of compliance, thereby enhancing their security posture and maintaining adherence to critical global standards.

Cohere

Seed Round in 2021
Cohere is an online portal that offers solutions like real-time guidance, live streams, multiple interactions, and monitoring user issues.

Dooly

Series A in 2021
Dooly Research Ltd. is a Canadian company that specializes in developing an artificial intelligence-driven sales enablement platform designed to enhance the efficiency of sales teams. Founded in 2015, the Vancouver-based company offers software that automates the customer relationship management process by capturing, sharing, and organizing essential customer information. The platform facilitates the synchronization of digital notes, fields, and tasks directly with Salesforce, allowing sales and customer success teams to minimize time spent on administrative duties. By streamlining the flow of information from meetings and customer interactions, Dooly enables teams to focus more on closing sales and achieving core business objectives.

Dooly

Seed Round in 2021
Dooly Research Ltd. is a Canadian company that specializes in developing an artificial intelligence-driven sales enablement platform designed to enhance the efficiency of sales teams. Founded in 2015, the Vancouver-based company offers software that automates the customer relationship management process by capturing, sharing, and organizing essential customer information. The platform facilitates the synchronization of digital notes, fields, and tasks directly with Salesforce, allowing sales and customer success teams to minimize time spent on administrative duties. By streamlining the flow of information from meetings and customer interactions, Dooly enables teams to focus more on closing sales and achieving core business objectives.

Maple

Seed Round in 2021
Maple is a family tech app. Using AI and machine-learning technology. Maple builds daily and weekly personalized plans for parents, and over time, provides smarter recommendations based on their needs. The company was co-founded by Michael Perry and Mike Taylor in 2020.

Titan

Series A in 2021
Titan is a high-quality asset manager that focuses on developing and managing investment strategies specifically tailored for retail investors. The company aims to simplify the investment process by providing clear explanations of its strategies, enabling individuals to make informed decisions. Additionally, Titan offers an email suite designed for businesses, which facilitates scheduling, follow-up reminders, and provides templates for efficient communication. This dual approach combines asset management with tools that enhance productivity, catering to the needs of both individual investors and business clients.

Garner

Series A in 2021
Garner Health is a technology company established in 2019 and based in New York, NY, that focuses on enhancing the healthcare experience for employees through employer partnerships. By leveraging a doctor quality analytics platform, Garner Health provides insights into clinical quality and total care costs, helping employers direct their employees to high-quality healthcare providers. The platform also offers an overlay account that covers employee deductibles and coinsurance, allowing employees to reduce out-of-pocket expenses while ensuring employers achieve guaranteed savings. Through this approach, Garner Health aims to improve healthcare quality and affordability for both employees and their employers.

Rightfoot

Seed Round in 2021
Rightfoot operates a financial technology platform focused on alleviating student debt for employees. The platform offers intelligent repayment recommendations and a structured pathway to financial freedom, allowing employers to contribute monthly towards their employees' student loan payments. Additionally, Rightfoot has developed a passwordless, consumer-permissioned financial data system tailored for banks and lenders. This innovative platform provides comprehensive banking and credit data without requiring users to log in, empowering financial institutions to make informed, data-driven lending decisions. Through these services, Rightfoot aims to enhance financial wellness and support both employees and lenders in managing educational debt and credit information.

Alma

Series B in 2021
Alma is a membership-based network for mental health care professionals that simplifies access to higher quality, more affordable mental healthcare.

TrustLayer

Seed Round in 2021
TrustLayer is an insurtech solutions company that automates insurance verification with machine learning & AI and provides real-time updates on the R3 Corda distributed ledger ecosystem. TrustLayer helps companies eliminate error-prone, manual processes and streamline existing workflows to increase insurance compliance and decrease organizational risk. Customers in multiple billion dollar industries such as construction and property management rely on TrustLayer for its ease of use, tracking and verifying certificates of insurance & other business documents, increased vendor compliance, and the ability to utilize their platform for multiple use cases.
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