The Helper Bees
Series C in 2025
The Helper Bees, Inc. is a company based in Austin, Texas, that operates a platform connecting seniors with local caregivers for a variety of home care services across the United States. Founded in 2015, the platform allows seniors to find and hire helpers for tasks such as light housekeeping, grocery shopping, transportation to appointments, companionship, and specialized care for conditions like Alzheimer’s, dementia, and diabetes. The Helper Bees aims to enhance the home care experience by collaborating with major insurance carriers, utilizing digital solutions and machine learning to streamline care options and improve claim processing. This focus on technology and direct access to caregivers helps families navigate the complexities of home care, ensuring that seniors receive the support they need.
Vividly is a technology company that specializes in trade promotion management software tailored for consumer packaged goods (CPG) brands, particularly small to midsize enterprises. By leveraging artificial intelligence and machine learning, Vividly's platform automates workflow processes, allowing companies to streamline their trade management activities. The software features a data analytics engine designed to enhance understanding of trade management, enabling clients to navigate the complexities of their indirect-heavy business models more efficiently. With user-friendly interfaces, Vividly aims to expedite the often time-consuming trade management process, ultimately helping clients save both time and money while improving operational efficiency.
First Connect Insurance Services
Acquisition in 2024
First Connect Insurance Services is a wholesale property and casualty (P&C) insurance provider that specializes in connecting independent agents with advanced quoting platforms offered by insurtech companies. Its digital platform facilitates connectivity between insurance carriers and independent agents, providing productivity tools to help agencies expand their reach effectively.
WarrCloud
Series B in 2024
WarrCloud is a technology and service provider focused on improving the management of automotive warranties for dealerships. The company offers a platform that streamlines warranty claims administration, helping to minimize processing costs while enhancing profitability for service departments. By outsourcing back-office functions, WarrCloud transforms fixed expenses into a more manageable variable cost that adjusts to the specific warranty needs of dealerships. The company collaborates with dealership management system providers, warranty claims handlers, independent claim processors, and dealer groups to boost efficiency and reduce operational costs in the warranty process.
Gradient AI
Series C in 2024
Gradient AI is a provider of AI solutions specifically tailored for the insurance industry, utilizing extensive industry data to deliver accurate predictions. The company's predictive analytics platform enhances key processes such as underwriting and claims management by integrating advanced machine learning models. Through automated workflows and seamless API integration, Gradient AI enables insurance companies to streamline their operations, improve decision-making, and enhance customer service. Their technology aims to minimize claims and boost profitability, ultimately leading to better risk assessment and more efficient business practices within the insurance sector.
Cayosoft
Private Equity Round in 2024
Cayosoft specializes in providing a unified solution for organizations to securely manage, continuously monitor for threats or suspicious changes, and instantly recover their Microsoft platforms. This includes on-premises Active Directory, hybrid AD, Azure AD, Office 365, and other related services. The company's software is designed to identify and restore changes across active directory and exchange environments, mitigate costly service outages, and provide notifications of critical changes. Additionally, it streamlines day-to-day IT administration, enabling clients to manage, automate, and optimize their active directory while protecting against mistakes or malicious alterations with immediate effect.
Adroit Trading Technologies
Series A in 2024
Adroit Trading Technologies operates a sophisticated trading platform tailored for institutional buyside investors. The company focuses on enhancing the investment process by addressing inefficiencies through its over-the-counter trading platform. By aggregating liquidity and evaluating securities, Adroit enables investment professionals to make swift, informed decisions. Its platform supports various functions, including pre-trade, trade execution, and post-trade operations, while ensuring compliance with regulatory requirements. Furthermore, Adroit provides industry-leading transaction cost analysis and integrates seamlessly with order management, portfolio management, and risk systems, as well as the backend infrastructure of other firms. Recently, it has been designated as the execution management system for Invesco, a prominent global money manager, further solidifying its position in the market.
RepeatMD is a software-as-a-service (SaaS) company that provides a patient engagement platform specifically designed for aesthetic and wellness practices. The platform offers a suite of features aimed at enhancing revenue automation and growth for medical practices. Key offerings include tailored mobile rewards programs, comprehensive e-commerce solutions, and a digital treatment catalog that allows patients to easily browse, purchase, and finance treatments. Additionally, RepeatMD enables practice owners to implement customized marketing campaigns, reducing the need to pursue outbound revenue opportunities. Through its innovative solutions, RepeatMD aims to improve the overall patient experience while driving business growth for healthcare providers.
Striveworks
Venture Round in 2023
Striveworks is a company that specializes in MLOps, offering an innovative platform for machine learning applications aimed at improving human problem-solving. Its platform features a low-code interface that allows data scientists and engineers to build, deploy, and manage machine learning models efficiently. Striveworks focuses on providing continuous testing, evaluation, monitoring, and remediation to ensure optimal performance of these models in production. By enabling organizations to adapt to rapidly changing environments, Striveworks empowers customers to make confident, data-driven decisions using artificial intelligence.
Operto Guest Technologies
Series B in 2023
Operto Guest Technologies is a leading provider of property automation and connected technology for the global hotel and short-term rental industries. The Operto solution is offered in three modules: Operto Guest, Operto Tech, and Operto Teams. Each adds value on a stand-alone basis but works optimally when brought together through Operto Connect. This hospitality operating system is designed to create premium guest experiences while driving operational efficiency and monetization opportunities for operators.
Plooto, Inc. is a Toronto-based company that operates a cloud-based payment management platform tailored for small and medium-sized businesses. Founded in 2015, Plooto facilitates the automation and streamlining of payment processes, allowing businesses to send and receive payments to anyone with an active bank account within 2-3 business days. The platform also ensures that transactions are automatically reconciled with leading accounting software, thereby enhancing financial management efficiency. By leveraging technology to address common challenges associated with traditional banking, Plooto enables businesses to authorize, edit, send, and collect payments while also managing rejections, ensuring a smooth and cost-effective payment experience.
Thoropass
Series C in 2022
Thoropass is a compliance automation platform that helps businesses navigate complex regulatory requirements. The company offers a suite of services and tools designed to simplify the compliance process, enabling organizations to manage and store compliance programs effectively. Thoropass provides access to various infosec and privacy frameworks, including SOC 2, ISO 27001, GDPR, HIPAA, and PCI DSS. By combining intelligent software with expert guidance and continuous monitoring, Thoropass prepares companies for successful audits each year. Its platform facilitates the design of stage-appropriate controls and offers a concierge service to assist clients throughout the certification process. Hundreds of growing companies rely on Thoropass to build scalable security practices and maintain compliance over the long term.
ZestyAI is a prominent property and climate risk platform catering to Property and Casualty insurers in North America. The company leverages artificial intelligence to enhance the understanding of property and climate-related risks by integrating historical loss data and advanced data sources. ZestyAI’s platform enables leading insurers to effectively identify risk and evaluate exposure related to catastrophic events such as wildfires, hail, and wind storms. By providing actionable risk insights, the company assists insurers in making informed underwriting decisions, ensuring fair and accurate rates, optimizing reinsurance outcomes, and enhancing customer experiences. Additionally, ZestyAI transforms various data points, including aerial imagery, permits, transaction information, weather, and sensor data, into comprehensive intelligence that informs climate risk models, benefiting real estate companies with precise assessments of property-related risks.
Athennian
Series B in 2022
Athennian is a developer of legal entity management software that streamlines and automates the management of contracts and corporate entities. The company's platform integrates essential services, including digital signatures and approval workflows, into a single solution, eliminating the need for multiple subscriptions or cumbersome software. Athennian's software facilitates document collaboration and efficient workflow management, allowing for a smooth transition from legacy databases. By enabling clients to collaborate with various legal teams, the company supports the scaling of corporate services, making entity management more efficient and accessible for businesses.
Beacon Platform
Series C in 2021
Beacon Platform, Inc. is a technology company that specializes in developing a cloud-based integrated data and financial analytics platform tailored for capital markets. Founded in 2014 and headquartered in New York, the company offers a comprehensive suite of applications designed for quants, data scientists, and business users. Its platform includes a front office suite that features a cross-asset trading and risk management system, along with a financial developer toolkit that allows users to build, test, and deploy analytics at an enterprise scale. Beacon Platform's cloud-native technology supports rapid development and deployment, enabling clients to efficiently implement solutions that span the entire financial workflow, from front to back office. With additional offices in London, Tokyo, and other locations, Beacon serves a global clientele, helping them enhance their commercial capabilities in a competitive landscape.
Eventus Systems
Series B in 2021
Eventus Systems, Inc. is a software company that provides solutions for compliance, trade surveillance, and risk management within capital markets. Its flagship product, the Validus platform, is designed for multi-asset class environments, offering advanced capabilities for alerts, reports, and monitoring across various trading functions, including equities, options, futures, foreign exchange, fixed income, and digital assets. Validus facilitates a centralized view of trading, operations, surveillance, compliance, and risk management, enabling clients to enhance regulatory operations. The company serves a diverse clientele, including futures commission merchants, equities agency brokers, market centers, regulators, banks, proprietary trading firms, and corporate and buyside customers. Founded in 2014 and headquartered in Austin, Texas, Eventus Systems has established strategic partnerships with various technology providers to enhance its offerings.
Teikametrics
Series B in 2021
Teikametrics, LLC is a Boston-based company that specializes in e-commerce optimization software for online retailers. Founded in 2011, it provides solutions for Amazon repricing, FBA inventory management, and eBay optimization. The platform leverages artificial intelligence to help retailers dynamically adjust pricing and optimize inventory performance, enabling them to enhance operational efficiency and profitability. Teikametrics also offers insights into market trends and competitive intelligence, allowing sellers to make informed decisions. In addition to its software solutions, the company provides brand consulting services to support e-commerce businesses in maximizing their growth potential.
Sentieon, Inc. is a bioinformatics company based in Mountain View, California, founded in 2014. It specializes in developing and commercializing cloud-based solutions for the life sciences and clinical markets. Sentieon offers a range of bioinformatics tools designed for processing genomics data with a focus on accuracy, efficiency, and quick turnaround times. Its notable products include Sentieon DNAseq, which aids in germline DNA analysis, and Sentieon TNseq, designed for detecting tumor-normal somatic variants. These software-only tools boast scalability and upgradeability, leveraging optimized algorithms to improve computing performance. Sentieon aims to enhance the capabilities of scientists and clinicians by providing precision tools that facilitate comprehensive tumor characterization and other critical bioinformatics processes.
Sentieo Inc. is a financial research platform that specializes in providing investment and business insights tailored for equity and corporate analysts. Established in 2012 and headquartered in San Francisco, California, with additional offices in New York and New Delhi, Sentieo utilizes advanced technologies such as machine learning and natural language processing. Its platform offers a suite of tools including financial document search, research management, and alternative datasets, all designed to streamline the research process for investment management firms, corporations, wealth managers, and consulting sectors. With over 1,100 global clients, including numerous institutional investment firms and Fortune 500 companies, Sentieo enables users to efficiently aggregate, visualize, and share critical financial insights, enhancing their decision-making capabilities in a competitive market.
Vena Solutions
Series C in 2021
Vena Solutions, established in 2011, specializes in financial planning and analysis software. It seamlessly integrates with Microsoft Excel and offers a cloud-based platform that automates and streamlines financial, accounting, and business processes. Vena's solution connects spreadsheets, templates, and models to a central database, governed by a workflow engine and business rules. It supports mobile access for task assignment, workflow review, alerts, and status updates. Vena caters to a wide range of business solutions, including budgeting, financial close management, reporting, and automating other spreadsheet-driven processes across various departments. With over 1,800 global clients, Vena is renowned for its agile planning capabilities, advanced analytics, and AI-powered insights, enhancing productivity, collaboration, and data-driven decision-making.
Ease is a San Francisco-based company founded in 2012 by Courtney Guertin and David A. Reid, dedicated to modernizing and personalizing the employee experience. The company offers a cloud-based platform that simplifies benefits enrollment, HR management, and payroll processes for businesses. Ease provides a single solution for setting up and managing benefits, onboarding new hires, ensuring compliance, and offering employees a unified destination for all their human resources information. With over 70,000 businesses trusting Ease for online enrollment and HR services, the company has been recognized for its growth and popularity in the industry.
SpyCloud Inc. is a cybersecurity company based in Austin, Texas, founded in 2016. It specializes in developing software solutions that help businesses prevent account compromises and identify potential cyber threats. The company offers a range of services, including account takeover fraud prevention, active directory protection, and fraud investigation, as well as corporate exposure alerts and password enforcement. By transforming data recaptured from the dark web, SpyCloud provides actionable insights that enable organizations to proactively safeguard employee and consumer identities and investigate cybercrime incidents. With a team of over 200 cybersecurity experts, SpyCloud serves a diverse clientele, including major global enterprises and government agencies, aiming to enhance internet safety through automated solutions that combat cybercrime.
True Link
Series B in 2020
True Link Financial, Inc., founded in 2012 and based in San Francisco, California, is a financial services company dedicated to serving people with disabilities, vulnerable older adults, and individuals in recovery. The company offers Visa prepaid cards designed to protect loved ones from fraud and misuse, as well as investment advisory services including fiduciary accounts. True Link's software platform supports budgeting, disbursements, record-keeping, reporting, communication, and government benefits protection for various trustees and fiduciaries. The company aims to enhance the independence and quality of life for its customers by providing financial solutions tailored to their unique needs.
Beacon Platform
Series B in 2020
Beacon Platform, Inc. is a technology company that specializes in developing a cloud-based integrated data and financial analytics platform tailored for capital markets. Founded in 2014 and headquartered in New York, the company offers a comprehensive suite of applications designed for quants, data scientists, and business users. Its platform includes a front office suite that features a cross-asset trading and risk management system, along with a financial developer toolkit that allows users to build, test, and deploy analytics at an enterprise scale. Beacon Platform's cloud-native technology supports rapid development and deployment, enabling clients to efficiently implement solutions that span the entire financial workflow, from front to back office. With additional offices in London, Tokyo, and other locations, Beacon serves a global clientele, helping them enhance their commercial capabilities in a competitive landscape.
SheerID, Inc. is an enterprise verification platform based in Eugene, Oregon, with an additional office in Portland. Founded in 2011, the company specializes in identity verification solutions that allow retailers and associations to offer targeted discounts and special offers online. Its platform provides verification services for various demographics, including military personnel, students, teachers, first responders, and businesses. By utilizing authoritative data sources, SheerID ensures real-time verification of credentials, promoting trust and security in digital transactions. The platform integrates seamlessly with e-commerce websites, mobile applications, and point-of-sale systems, serving diverse industries such as financial services, hospitality, retail, software, and subscriptions. This functionality enables enterprises to create exclusive offers that enhance customer loyalty, reduce churn, and ultimately increase revenue.
Ease is a San Francisco-based company founded in 2012 by Courtney Guertin and David A. Reid, dedicated to modernizing and personalizing the employee experience. The company offers a cloud-based platform that simplifies benefits enrollment, HR management, and payroll processes for businesses. Ease provides a single solution for setting up and managing benefits, onboarding new hires, ensuring compliance, and offering employees a unified destination for all their human resources information. With over 70,000 businesses trusting Ease for online enrollment and HR services, the company has been recognized for its growth and popularity in the industry.
Sentieo Inc. is a financial research platform that specializes in providing investment and business insights tailored for equity and corporate analysts. Established in 2012 and headquartered in San Francisco, California, with additional offices in New York and New Delhi, Sentieo utilizes advanced technologies such as machine learning and natural language processing. Its platform offers a suite of tools including financial document search, research management, and alternative datasets, all designed to streamline the research process for investment management firms, corporations, wealth managers, and consulting sectors. With over 1,100 global clients, including numerous institutional investment firms and Fortune 500 companies, Sentieo enables users to efficiently aggregate, visualize, and share critical financial insights, enhancing their decision-making capabilities in a competitive market.
Alaia Capital
Venture Round in 2018
Alaia Capital was created to address the inherent issues within traditional investments and/or structured products, delivering innovative outcome-driven solutions built specifically around client needs and not around institutional structural limitations. These can include structured UITs, private funds, or portfolio protection and yield enhancement strategies. Their deep knowledge of the industry, paired with their commitment to transparency, allows us to provide unparalleled insight to our partners.
SheerID, Inc. is an enterprise verification platform based in Eugene, Oregon, with an additional office in Portland. Founded in 2011, the company specializes in identity verification solutions that allow retailers and associations to offer targeted discounts and special offers online. Its platform provides verification services for various demographics, including military personnel, students, teachers, first responders, and businesses. By utilizing authoritative data sources, SheerID ensures real-time verification of credentials, promoting trust and security in digital transactions. The platform integrates seamlessly with e-commerce websites, mobile applications, and point-of-sale systems, serving diverse industries such as financial services, hospitality, retail, software, and subscriptions. This functionality enables enterprises to create exclusive offers that enhance customer loyalty, reduce churn, and ultimately increase revenue.
Quantitative Brokers
Funding Round in 2017
Quantitative Brokers, LLC is an algorithmic agency brokerage specializing in fixed-income products and futures. Founded in 2008 and headquartered in New York City, the company operates as a subsidiary of Deutsche Börse AG. It provides advanced algorithms and data-driven analytics to clients in the futures and US Cash Treasury markets, continually innovating its product offerings to help reduce implicit trading costs. With additional offices in London and Chennai, Quantitative Brokers designs and develops a suite of algorithms that facilitate automated execution and streamline the trading process, ultimately enhancing client productivity and cost efficiency.
One, Inc. is a technology company based in Folsom, California, that specializes in cloud-based software solutions for the property and casualty insurance sector. Founded in 2012, it offers a comprehensive suite of products, including InsureOne, which encompasses policy management, payment processing, enterprise efficiency management, agency management, customer relationship management, and business intelligence reporting. The company's software is designed to meet the needs of various stakeholders in the insurance industry, including agencies, carriers, and managing general agents (MGAs). One, Inc. focuses on providing digital payment solutions that integrate inbound and outbound payment capabilities with industry-specific reporting and reconciliation, enhancing operational efficiency and data management for its clients.
Jumio
Venture Round in 2016
Jumio is a technology company based in Palo Alto, California, founded by Daniel Mattes and Robert Prigge in 2016. It specializes in remote identity verification using advanced AI, biometrics, machine learning, and automation to combat fraud and financial crime. The Jumio KYX Platform offers services for establishing, maintaining, and reasserting trust throughout the customer lifecycle, from onboarding to transaction monitoring. It has verified over 300 million identities from around the world in real-time web and mobile transactions, serving various sectors such as financial services, digital currency, retail, travel, and online gaming. Jumio's solutions help businesses fight fraud, onboard good customers faster, and meet regulatory compliance requirements including KYC, AML, and GDPR.
Jumio is a technology company based in Palo Alto, California, founded by Daniel Mattes and Robert Prigge in 2016. It specializes in remote identity verification using advanced AI, biometrics, machine learning, and automation to combat fraud and financial crime. The Jumio KYX Platform offers services for establishing, maintaining, and reasserting trust throughout the customer lifecycle, from onboarding to transaction monitoring. It has verified over 300 million identities from around the world in real-time web and mobile transactions, serving various sectors such as financial services, digital currency, retail, travel, and online gaming. Jumio's solutions help businesses fight fraud, onboard good customers faster, and meet regulatory compliance requirements including KYC, AML, and GDPR.
Blueprint Software Systems
Venture Round in 2015
Blueprint Software Systems Inc. is a software development company that specializes in creating solutions to assist organizations in building business and software applications. Founded in 2003 and headquartered in Toronto, Canada, the company offers a range of products designed to streamline digital transformation processes for large enterprises. Its flagship offerings include Blueprint Storyteller, which facilitates collaboration among stakeholders by auto-generating user stories and acceptance criteria, and Blueprint Regulatory Compliance Manager, which addresses complex compliance needs. The company's platform supports key functions such as process modeling, task capture, and robotic process automation, while promoting alignment between business and IT strategies. Blueprint's solutions emphasize regulatory compliance, enhance project visibility through detailed reporting and analytics, and integrate with existing agile development tools. Serving a diverse clientele that includes Fortune 100 companies across various sectors, Blueprint Software Systems is recognized for its ability to address the intricate challenges of digital transformation.