Alloy Enterprises Inc. is a company based in Somerville, Massachusetts, that specializes in developing advanced 3D printing technologies aimed at addressing inefficiencies in conventional manufacturing processes. Founded in 2020, Alloy focuses on industrial engineering and manufacturing technology, particularly for aluminum parts. The company's innovative aluminum additive technology allows for the production of dense, low-cost parts without relying on expensive and hazardous powders. This approach helps clients overcome limitations associated with traditional manufacturing methods, fostering innovation and facilitating progress in lightweight design and emissions reduction.
EduFund is dedicated to assisting Indian parents in planning for their children's global higher education. The company offers a comprehensive planning application that enables parents to establish an education fund aligned with their financial goals and their child's academic aspirations. Through its robo-advisory service, EduFund provides personalized investment strategies and financial roadmaps, helping parents to prepare for both short-term and long-term education needs. Additionally, the EduFund app connects users with top-tier education consultants, facilitating informed decisions about studying abroad. This integrated approach empowers families to navigate the complexities of financing education while focusing on their children's future.
HelloBetter is a pioneering company in the field of digital therapeutics focused on mental health. Founded in 2015 in Hamburg, Germany, the company offers a range of online psychological training programs designed to address issues such as stress, depression, anxiety, and sleep disorders. Its programs have been validated through 33 randomized controlled trials, and six of them have received approval as prescription digital therapeutics under Germany's DiGA framework, allowing access for over 73 million people at no cost. The company's mission is to empower individuals to manage their mental health in a self-determined manner, utilizing evidence-based approaches. In addition to its therapeutic programs, HelloBetter provides resources like blogs and articles related to psychological health. With recent funding aimed at expanding beyond the DACH region, HelloBetter continues to enhance access to effective digital mental health care on a global scale.
Special Olympics Texas is a non-profit organization that conducts sports events for children and adults with intellectual disabilities. The organization provides them with ongoing chances to improve their physical fitness, show courage, feel joy, and share their gifts, skills, and friendship with their families, other Special Olympics athletes, and the community.
Accelex provides a platform for investors and asset servicers in alternative assets to efficiently acquire, extract, and analyze investment data. By leveraging artificial intelligence and machine learning, Accelex automates the processes of accessing, extracting, organizing, and analyzing data from alternative investment portfolios. This technology allows clients to gain comprehensive insights into their investments, ranging from the overall portfolio to individual underlying assets. The company's systems utilize natural language processing and machine vision to convert unstructured content into structured data, enabling firms to maximize their understanding of critical investment performance and transactional information.
Oncoshot helps patients, caregivers and oncologists find cancer clinical trials anywhere in the world. In this fast-changing landscape of cancer care, we want to solve the problem of access to clinical trials. Our technology allows patients to share their data with trial institutes and sponsors and receive an immediate response, shortening the clinical trial search from weeks to minutes. Our goal is to empower patients to take control of their cancer journey and expand their options. We are a private company headquartered in Singapore and our activities are regulated by the Ministry of Health (Singapore) and Health Services Authority (HSA) Singapore.
Ledger Investing Inc. operates an online marketplace that connects insurers with investors interested in purchasing insurance-linked securities. Founded in 2016 and based in Washington, D.C., the company aims to enhance risk transparency and standardization in the insurance sector. By leveraging advanced data infrastructure and analytics, Ledger Investing streamlines transactions, enabling asset managers, pension funds, hedge funds, family offices, and other institutions to invest in a growing asset class that is uncorrelated with traditional investments like equity and fixed income. This innovative platform allows insurers to access lower-cost capital through securitization, facilitating a more efficient interaction between capital markets and insurance risk.
CareAcademy specializes in providing online training for senior care professionals, aiming to enhance the quality of service delivered to older adults. The platform offers a comprehensive range of courses, including topics such as infection control, nutrition, meal preparation, dementia care, fall prevention, and safe transfers. This educational resource empowers over 250,000 direct care workers to advance their skills and professional development. Additionally, CareAcademy features an advanced reporting, training, and compliance management dashboard, making it a scalable training solution that helps home care businesses operate more efficiently and effectively.
Hourwork is a recruitment and retention platform that connects employers with hourly workers, focusing on optimizing the hourly workforce. Founded in 2018 and previously known as Syrg, the company serves over 5,000 quick-service restaurant franchises across the United States. Its platform integrates seamlessly with existing human resource software, enhancing operational compliance and security. By facilitating the recruitment of past applicants and former employees, Hourwork enables businesses to reduce costs, improve compliance, and boost employee engagement, ultimately striving to create an hourly workspace that benefits all stakeholders involved.
Kudu Investment Management LLC is a private equity and venture capital firm based in New York, established in 2015. The firm specializes in providing risk-sharing capital to asset and wealth management firms, focusing on ownership transfers, partner liquidity, management buyouts, and acquisition and growth finance. Kudu Investment Management aims to support managers seeking a capital event while retaining their independence, primarily through minority-stake equity investments. As a Registered Investment Adviser, the firm is dedicated to facilitating financial solutions tailored to the unique needs of the asset management industry.
Qoala is an InsureTech company based in Jakarta Selatan, Indonesia, founded in 2018. The company specializes in providing online insurance services that cover flight and train delays, phone screen damages, and e-commerce logistics. By utilizing big data, machine learning, IoT, and blockchain technology, Qoala aims to transform the insurance industry in Indonesia. It collaborates with major e-commerce and travel platforms to offer unique and innovative insurance products, thereby enhancing the customer experience.
Seaspire Skincare is into manufacturing multifunctional colorants and actives influenced by the biodiversity of the ocean.
The 22 Fund is a growth equity and advisory firm based in Los Angeles, California, dedicated to enhancing the export capacity of Southern California companies, particularly focusing on women- and minority-owned businesses. With a commitment to social impact, the firm invests in various sectors including materials and resources, healthcare, energy, consumer products and services, technology, and manufacturing. The 22 Fund aims to create jobs and drive economic growth by prioritizing investments that foster employment opportunities and support underrepresented entrepreneurs.
Greater New England Minority Supplier Development Council promotes economic inclusion and minority business development.
LinkSquares, Inc. is a computer software company specializing in AI-powered contract management and analytics for in-house legal and finance teams. Founded in 2015 and based in Somerville, Massachusetts, LinkSquares provides a platform that enables users to discover, report, and analyze contracts efficiently. Its offerings include full-text search, metadata extraction, automatic classification, custom reporting, and secure contract storage. By automating data extraction and organization, the platform helps clients reduce the time and costs associated with manual contract management, thereby streamlining legal operations and enhancing internal reviews and legal audits.
Qure AI is a healthtech startup that uses artificial intelligence assistance for medical imaging diagnostics. The company's mission is to make healthcare affordable and accessible using the power of artificial intelligence. They build deep learning solutions that aid physicians with routine diagnosis and treatment, allowing them to spend more time with patients. Qure AI was founded in 2016 and is based in Mumbai, Maharashtra.
Hourwork is a recruitment and retention platform that connects employers with hourly workers, focusing on optimizing the hourly workforce. Founded in 2018 and previously known as Syrg, the company serves over 5,000 quick-service restaurant franchises across the United States. Its platform integrates seamlessly with existing human resource software, enhancing operational compliance and security. By facilitating the recruitment of past applicants and former employees, Hourwork enables businesses to reduce costs, improve compliance, and boost employee engagement, ultimately striving to create an hourly workspace that benefits all stakeholders involved.
Policygenius Inc. is an online insurance brokerage that specializes in providing a wide range of insurance products including life, health, long-term disability, pet, and renters’ insurance. Founded in 2014 and headquartered in New York, the company combines advanced technology with the expertise of licensed agents to assist individuals in finding the appropriate coverage for their needs. The platform allows users to review and compare quotes, making it easier to select the right insurance policy at competitive prices. Policygenius has served millions of customers and has placed over $160 billion in insurance coverage, establishing itself as a significant resource in the insurance marketplace.
Treehouse reimagines workflows for digital asset traders and investors through Hyperion, cryptocurrency's most powerful and actionable portfolio management and market intelligence toolset.
HelloBetter is a pioneering company in the field of digital therapeutics focused on mental health. Founded in 2015 in Hamburg, Germany, the company offers a range of online psychological training programs designed to address issues such as stress, depression, anxiety, and sleep disorders. Its programs have been validated through 33 randomized controlled trials, and six of them have received approval as prescription digital therapeutics under Germany's DiGA framework, allowing access for over 73 million people at no cost. The company's mission is to empower individuals to manage their mental health in a self-determined manner, utilizing evidence-based approaches. In addition to its therapeutic programs, HelloBetter provides resources like blogs and articles related to psychological health. With recent funding aimed at expanding beyond the DACH region, HelloBetter continues to enhance access to effective digital mental health care on a global scale.
Paerpay is a Boston-based company founded in 2017 that provides a contactless payment solution for merchants across the United States. The company offers an application that allows users to scan a code at their table to create a new bill or connect to an existing one, facilitating payments, splitting costs, tipping, and managing bills seamlessly. This service eliminates the need for merchants to change their point-of-sale systems or payment processors, and it does not require customers to download any additional applications. Paerpay aims to enhance the dining experience by providing a simple and efficient way for patrons to handle their transactions.
Getty Realty is a real estate investment trust (REIT) based in the United States that focuses on the acquisition, financing, and development of properties primarily related to convenience stores and gasoline stations. The company's diverse portfolio includes not only convenience stores but also automotive service centers, car washes, automotive parts retailers, and other freestanding retail properties like drive-thru quick service restaurants. The majority of Getty Realty's revenue is derived from rental income generated through long-term leases with its tenants. By specializing in single-tenant retail real estate, Getty Realty aims to create a stable and reliable income stream while also expanding its footprint in the retail and automotive sectors.
Phosphorus Cybersecurity is an IoT security management and breach prevention platform for the xTended Internet of Things. Designed to secure the rapidly growing and often unmonitored world of Things across the enterprise xIoT landscape, our Unified xIoT Security Management Platform delivers attack surface management across every industry vertical, providing intelligent active discovery and risk assessment, hardening and remediation, and detection and response. It brings enterprise xIoT security to every cyber-physical system in your enterprise environment. With unrivaled IoT Intelligent Active Discovery and risk assessment, Phosphorus automates the remediation of the most significant IoT, OT, IoMT, and IIoT device vulnerabilities – including unknown and inaccurate asset inventory, out-of-date firmware, default credentials, risky configurations, and out-of-date certificates.
Nth Cycle is a metal processing technology company that focuses on recovering critical minerals through innovative electro-extraction methods. It collaborates with battery recyclers and mining operations to extract production-grade minerals from e-waste and low-grade mine tailings, offering a cleaner and more customizable alternative to traditional hydrometallurgical and pyrometallurgical processes. By utilizing its advanced recycling technology, Nth Cycle aims to reduce reliance on primary mining, thereby creating a sustainable secondary source of rare earth metals in the United States. This approach supports the manufacturing and recycling industries while contributing to advancements in clean energy.
Pendella is a technology company that offers a cloud-based platform for individual life and disability insurance, aiming to make financial protection accessible to everyone, regardless of age, health, or income. Its full-stack, enterprise solution utilizes artificial intelligence and big data to automate the underwriting process, allowing consumers to purchase insurance policies online in minutes without the need for paperwork or medical exams. By partnering with top-rated insurance carriers and distributors, Pendella provides a seamless, customizable experience that enhances accessibility and affordability in the insurance market.
Acorn Finance is a financial platform that specializes in providing affordable financing solutions for homeowners, contractors, and e-commerce businesses. Founded in 2017 by Giri Addanki, the company offers a range of loan options, including personal loans, business loans, home loans, and home improvement financing. Acorn Finance aims to make financing accessible and competitive, allowing customers to secure loans without impacting their credit scores or incurring dealer fees. By focusing on the needs of both contractors and homeowners, Acorn Finance facilitates home improvement projects and other financial needs through its user-friendly platform.
Zluri is a software-as-a-service (SaaS) management platform designed to assist modern enterprises in managing their SaaS applications and identity governance. The platform enables IT teams to discover, manage, secure, and ensure compliance across various SaaS tools. By providing a centralized solution, Zluri empowers IT departments to regain control over their SaaS landscape, reducing risks and eliminating unnecessary expenditures on unused subscriptions. Additionally, the platform automates various IT tasks, allowing organizations to maximize the value and productivity of their software ecosystem, ultimately enhancing operational efficiency.
Tier1 Financial Solutions specializes in providing cloud-based customer relationship management software tailored for the financial industry, particularly for capital markets. The company offers a suite of solutions that includes client relationship management, compliance with know-your-customer (KYC) regulations, anti-money laundering measures, and fraud prevention. Its software enhances productivity, reduces relationship risks, and improves customer return on investment. By augmenting the Salesforce platform with a robust security engine and tailored workflows, Tier1 addresses the specific needs of professionals in research, sales and trading, corporate and investment banking, and investment management. Trusted by over 19,000 users globally, Tier1’s scalable solutions foster collaboration, transparency, and communication within the institutional financial ecosystem, helping organizations optimize engagement and achieve operational efficiency.
Clean Crop Technologies, based in Haydenville, Massachusetts, specializes in food processing solutions aimed at enhancing food safety and reducing food waste. The company has developed a proprietary technology known as 'Clean Current,' which utilizes cold plasma generated from electricity and air to eliminate molds, toxins, and pests from grains and nuts. This method not only improves crop yields but also extends the shelf life of perishable foods without compromising their quality. Clean Crop's innovative approach is designed to be energy efficient and scalable, making it effective against a wide range of contaminants while leaving no harmful residues. Founded in 2020, Clean Crop Technologies is committed to addressing the challenges of food safety and waste in agriculture.
Private Equity Round in 2021
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.
Rapid Liquid Print is working on 3D printers that create stretchy products for industrial materials. Their services include medical devices, footwear, home goods, furniture, aviation, and automotive components.
Goalsetter is a financial education platform designed for families, focusing on helping children and teens develop money management skills. The platform offers a range of tools for goal-based saving, including automatic deposits, round-ups, and spending tools to assist kids in budgeting. It also features engaging educational content such as quizzes and videos that incorporate games and pop culture to enhance financial literacy. In addition to its app, Goalsetter provides Goalsetter Classroom, a learning management system aimed at K-12 schools, which includes a teacher-led curriculum to further educate students about financial concepts. Through these resources, Goalsetter aims to empower young users to make informed financial decisions and achieve their savings goals.
Clinikk is a Bengaluru-based healthcare platform that aims to make quality medical care accessible and affordable for neo-middle-class Indians. Founded in 2016, Clinikk offers health insurance and smart plans that provide comprehensive family coverage. Through its Clinikk Smart Plan, patients can consult doctors, receive medicines, or undergo tests at any Clinikk Health Hub at no cost. The platform features a full-stack package, including unlimited outpatient consultations available both digitally and in-person at Clinikk care centers, all for an affordable monthly subscription. Additionally, Clinikk provides around-the-clock access to doctors, diagnostics, and electronic medical records, ensuring that customers can obtain essential healthcare services on demand.
Fund That Flip, Inc. operates an online investment platform focused on short-term residential real estate redevelopment projects. Founded in 2014 and headquartered in New York, with additional offices in Cleveland, the company sources and underwrites various redevelopment initiatives, allowing accredited investors to invest in borrower-dependent notes associated with each project. Fund That Flip provides short-term loans to real estate redevelopers who acquire and renovate residential properties, ultimately aiming to restore communities across the United States. The platform connects experienced redevelopers with a diverse base of institutional and individual investors, facilitating passive wealth generation in the residential rehab loan market. The company has been recognized for its rapid growth, ranking on the 2019 Inc. 500 list of the fastest-growing private companies in the nation.
Checkbook Inc., established in 2014 and located in San Mateo, California, offers a digital payments platform that enables businesses to send payments online efficiently. The platform supports various payment methods, including ACH, RTP, Fednow, digital checks, paper checks, virtual cards, and popular digital wallets, all accessible through a single API call. Notably, recipients do not need to sign up or provide bank details to receive payments, streamlining the disbursement process. Checkbook's services include a good funds model and the ability to withdraw funds from existing corporate accounts, along with white-labeled functionality and PayFac capabilities. This comprehensive solution facilitates real-time money transfers and next-day settlements, making it easier for businesses to manage their payment needs.
CloudSEK is a developer of a predictive cybersecurity platform that assists businesses in safeguarding against digital threats. The platform integrates various functionalities, including cyber crime monitoring, brand monitoring, attack surface monitoring, and supply chain intelligence, to provide comprehensive insights into digital risks. Its unified dashboard enables clients to visualize and triage threats in one location, while also offering workflows and integrations for threat management and remediation. By leveraging artificial intelligence, CloudSEK's tools help identify, assess, and mitigate risks such as phishing attacks and data breaches, allowing companies to monitor and enhance their security posture in real time, ultimately preventing costly breaches and losses.
SecZetta provides their customers with consulting and software development services that focus on identity and access management. Its implementation services focus on privileged account management. Its consulting services focus on governance and risk management frameworks, and security audit. SecZetta offers NE Profile, a software solution that enables businesses to manage nonemployees and administrators; NE Access enables its users to control access to applications and data through a partner portal; and ID Proxy enables its users to record and manage employee data. SecZetta is partnered with Courion, Cyber-Ark, and RSA. SecZetta was founded by David Pignolet in November 2006. It is based in Newport, Rhode Island.
OnLoop is a mobile application designed to enhance employee performance and streamline the performance review process. The platform enables teams to set measurable goals and encourages members to share their achievements and challenges in real time. It captures employee feedback and converts it into auto-generated reviews, allowing managers to efficiently assess individual and team performance. With a user-friendly dashboard, OnLoop tracks motivation levels and goal progress, providing stakeholders with clear insights into team dynamics and overall performance.
Landed helps essential professionals (including those working in education and healthcare) buy homes and build financial security near the communities they serve through financial solutions, a network of trusted agents and lenders, and homebuying education and support.
Affinity, Inc. is a technology company that specializes in relationship intelligence solutions, enhancing traditional customer relationship management (CRM) systems. Founded in 2014 and based in Redwood City, California, Affinity leverages artificial intelligence and natural language processing to help enterprises optimize their networks and improve deal flow. The platform allows teams to visualize their relationship graphs, facilitating access to crucial introductions with decision-makers and streamlining pipeline management. Affinity's features include automatic data capture, email detection, collaboration tools, and reminders, all designed to simplify contact management and enhance team productivity. By reducing reliance on spreadsheets and providing real-time updates, Affinity aims to maximize the value of networks for both startups and investors. The company has secured significant funding to support its growth and development.
Insurify, Inc. is an online platform based in Cambridge, Massachusetts, that specializes in car insurance shopping. Founded in 2013, the company employs artificial intelligence and natural language processing to deliver personalized recommendations to users, streamlining the process of comparing insurance quotes. Insurify's platform allows customers to evaluate various insurance options for car, home, and life insurance, making it easier to assess quotes, discounts, and payment alternatives from multiple providers in a single location. By simplifying the insurance shopping experience, Insurify aims to make it more accessible and affordable for consumers.
MeetCaregivers operates a marketplace focused on senior care, utilizing technology to connect seniors with appropriate caregivers and various resources essential for healthy aging at home. The platform employs personality and culture competency matching to enhance caregiver-senior relationships, which helps reduce caregiver turnover and decrease feelings of isolation among seniors. Additionally, it offers tools for tracking care and coordinating services, making it easier for seniors to manage daily living activities. By providing a comprehensive suite of services, products, and technological support, MeetCaregivers aims to ensure that seniors can access the quality in-home care they need to live fulfilling lives.
InDebted offers a cloud-based debt collection platform that employs machine learning to enhance debt management processes for small and medium businesses. The software is designed to understand consumer preferences when addressing overdue accounts, resulting in more effective debt recovery. Additionally, InDebted provides application programming interfaces (APIs) that integrate seamlessly with customer account systems, allowing businesses to offer flexible payment options. The company's focus is on delivering improved results in debt recovery while fostering customer engagement and financial well-being.
LinkSquares, Inc. is a computer software company specializing in AI-powered contract management and analytics for in-house legal and finance teams. Founded in 2015 and based in Somerville, Massachusetts, LinkSquares provides a platform that enables users to discover, report, and analyze contracts efficiently. Its offerings include full-text search, metadata extraction, automatic classification, custom reporting, and secure contract storage. By automating data extraction and organization, the platform helps clients reduce the time and costs associated with manual contract management, thereby streamlining legal operations and enhancing internal reviews and legal audits.
Embroker is the easiest way to intelligently ensure any business. By pairing technology and broker expertise, Embroker helps growing businesses save time and find the best value on the right coverage. As the leading digital insurance brokerage, Embroker is working to massively improve the $800 billion property and casualty (P&C) insurance market. Headquartered in San Francisco, we have offices in Chicago and Boston and customers in all 50 states.
Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase, and manage the full lifecycle of the product while building efficiencies for issuing banks.
Gradient AI specializes in providing artificial intelligence solutions tailored for the insurance industry. The company utilizes extensive industry data and advanced machine learning models to enhance critical processes such as underwriting and claims management. By integrating its predictive analytics platform directly into clients' existing systems through automated workflows and APIs, Gradient AI facilitates more informed decision-making and improves operational efficiency. This technology not only aids in accurate risk assessment but also helps minimize claims and boost profitability for insurance companies, ultimately leading to better customer service and streamlined processes.
Ideon develops a healthcare data platform for the employee benefits sector. Its suite of application programming interfaces provides the infrastructure, or middleware, to help insurance and digital health companies access flows of data, creating modern digital experiences throughout the employee benefits ecosystem.
Kudu Investment Management LLC is a private equity and venture capital firm based in New York, established in 2015. The firm specializes in providing risk-sharing capital to asset and wealth management firms, focusing on ownership transfers, partner liquidity, management buyouts, and acquisition and growth finance. Kudu Investment Management aims to support managers seeking a capital event while retaining their independence, primarily through minority-stake equity investments. As a Registered Investment Adviser, the firm is dedicated to facilitating financial solutions tailored to the unique needs of the asset management industry.
Surround Insurance is an InsurTech company established in 2018 by Jonathon Grayson and Kate Terry, based in Cambridge, Massachusetts. The company specializes in providing property and casualty insurance products specifically designed for young urban professionals. Surround Insurance focuses on creating simple and easy-to-understand insurance bundles that address the unique risk gaps faced by its target audience. Utilizing a technology platform that customizes insurance solutions, the company tailors its offerings to fit the lifestyles of modern consumers, ensuring that their systems are relevant and straightforward.
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.
Blueprint Income is creating the future pension – a simple, pre-determined income stream backed by insurance companies. The concept (known in the industry as an income annuity) has been around for a long time. Now, Blueprint Income is making it easy for anyone, regardless of employer, age, or wealth, to head into retirement with guaranteed, lifelong income.
Great American Insurance Group is engaged primarily in property and casualty insurance ("P&C"), focusing on specialized commercial products for businesses, and in the sale of traditional fixed and fixed-indexed annuities.
Lynk operates an artificial intelligence-driven knowledge networking platform that connects knowledge workers with credible human expertise and various opportunities. By providing a single access point, Lynk facilitates opportunities for advisory, project, part-time, and full-time engagements, while also hosting private marketplaces for companies and organizations. The platform is designed to streamline workflows and enhance collaboration, offering tools that grant credentials for expertise and experience. Lynk serves a diverse clientele, including Fortune 500 companies, startups, and investment firms, with operations in major cities worldwide such as New York, Toronto, Singapore, Hong Kong, and Mumbai. The company is ISO27001 certified and has established a Global Alliance with UBS Group. Lynk's aim is to become the foundational infrastructure for knowledge work, enabling workers to reach their full potential and unlocking economic opportunities in the evolving landscape of work.
Flourish is a fintech platform based in New York, specializing in providing services and products for registered investment and financial advisers. The platform offers a range of digitally enabled tools, including a cash management service known as Flourish Cash, aimed at enhancing financial well-being and improving retirement outcomes. Flourish focuses on delivering innovative investment options to its users, supporting advisers in their efforts to manage client portfolios effectively.
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.
Turtlemint is an online insurance platform founded in 2015 and headquartered in Mumbai, Maharashtra, India. The platform simplifies the insurance purchasing process by providing clear explanations of complex terms and offering smart tools to assist users in selecting suitable insurance policies. Turtlemint specializes in various types of insurance, including car, bike, health, and term life insurance. Utilizing proprietary algorithms and data analytics, the platform generates tailored recommendations for consumers. Additionally, Turtlemint maintains a network of offline facilitators to assist clients in completing purchases and navigating claims, ensuring a comprehensive support system for users throughout their insurance journey.
Mine is a technology company focused on empowering individuals to take control of their personal data online. The platform allows users to quickly identify companies that hold their sensitive information, including personal, financial, and health data. By integrating with users' email, Mine scans interactions to determine potential data holdings and facilitates a simple process for users to request data deletion from those companies. This capability supports users' rights to privacy and helps minimize their online exposure, reducing potential risks associated with data breaches and misuse. Ultimately, Mine promotes the concept of data ownership as a fundamental human right, ensuring that individuals can manage their personal information effectively.
Ledger Investing Inc. operates an online marketplace that connects insurers with investors interested in purchasing insurance-linked securities. Founded in 2016 and based in Washington, D.C., the company aims to enhance risk transparency and standardization in the insurance sector. By leveraging advanced data infrastructure and analytics, Ledger Investing streamlines transactions, enabling asset managers, pension funds, hedge funds, family offices, and other institutions to invest in a growing asset class that is uncorrelated with traditional investments like equity and fixed income. This innovative platform allows insurers to access lower-cost capital through securitization, facilitating a more efficient interaction between capital markets and insurance risk.
Prove is a New York-based identity verification startup that focuses on smartphone-based solutions to enhance security and consumer privacy. The company specializes in phone-centric and API marketplace offerings that facilitate customer acquisition and engagement by streamlining processes and minimizing friction. Prove's software is designed to protect against identity theft and social engineering attacks, providing instant mobile authentication that improves the overall customer experience. By leveraging these technologies, Prove enables its clients to enhance security measures while reducing the risk of fraud. Its solutions are utilized across various sectors, including financial services, healthcare, and retail, to ensure safe and efficient identity verification.
Ompractice is a leading provider of interactive digital wellness solutions tailored for B2B and government clients. The company offers a digital health platform that facilitates live, interactive yoga and other evidence-based wellness practices through two-way video technology. This approach effectively removes barriers related to cost, geography, time, and inclusivity, allowing access to scalable wellness services for members, customers, and employees. Ompractice's platform is distinguished by its high engagement and utilization rates, as well as its ability to create programming that aligns with specific corporate health and HR objectives. The company boasts a diverse and highly credentialed teaching team, catering to a range of clients that include large corporations, major health systems, and government entities like the Department of Veterans Affairs.
RiskIQ, Inc. is a cyber-security company that specializes in cloud-based Software-as-a-Service solutions for organizations to identify and mitigate online security threats, including phishing, fraud, and malware. Its key offerings include the RiskIQ Illuminate platform, which helps organizations map and monitor their digital attack surface, and RiskIQ Digital Footprint, which visualizes and defends against potential vulnerabilities. The company also provides RiskIQ PassiveTotal, enabling faster investigations by linking internal activities to external threats, as well as RiskIQ External Threats, which identifies targeted digital threats across various channels. Additionally, RiskIQ Executive Guardian monitors potential online risks related to company executives, while RiskIQ SIS delivers analytics to identify cyber threats. The company serves a diverse range of industries, including finance, retail, healthcare, and technology. Established in 2003, RiskIQ is headquartered in San Francisco, with additional offices in Lenexa, Kansas, and London, United Kingdom.
LinkSquares, Inc. is a computer software company specializing in AI-powered contract management and analytics for in-house legal and finance teams. Founded in 2015 and based in Somerville, Massachusetts, LinkSquares provides a platform that enables users to discover, report, and analyze contracts efficiently. Its offerings include full-text search, metadata extraction, automatic classification, custom reporting, and secure contract storage. By automating data extraction and organization, the platform helps clients reduce the time and costs associated with manual contract management, thereby streamlining legal operations and enhancing internal reviews and legal audits.
Policygenius Inc. is an online insurance brokerage that specializes in providing a wide range of insurance products including life, health, long-term disability, pet, and renters’ insurance. Founded in 2014 and headquartered in New York, the company combines advanced technology with the expertise of licensed agents to assist individuals in finding the appropriate coverage for their needs. The platform allows users to review and compare quotes, making it easier to select the right insurance policy at competitive prices. Policygenius has served millions of customers and has placed over $160 billion in insurance coverage, establishing itself as a significant resource in the insurance marketplace.
Insurify, Inc. is an online platform based in Cambridge, Massachusetts, that specializes in car insurance shopping. Founded in 2013, the company employs artificial intelligence and natural language processing to deliver personalized recommendations to users, streamlining the process of comparing insurance quotes. Insurify's platform allows customers to evaluate various insurance options for car, home, and life insurance, making it easier to assess quotes, discounts, and payment alternatives from multiple providers in a single location. By simplifying the insurance shopping experience, Insurify aims to make it more accessible and affordable for consumers.
CyberGRX provides the most comprehensive third-party cyber risk management platform to cost-effectively identify, assess, mitigate and monitor an enterprise’s risk exposure across its entire partner ecosystem. Through automation and advanced analytics, the CyberGRX solution enables enterprises to collaboratively mitigate threats presented from their increasing interdependency on vendors, partners and customers. CyberGRX is based in Denver, CO. For more information, visit www.cybergrx.com or follow @CyberGRX on Twitter.
Gradient AI specializes in providing artificial intelligence solutions tailored for the insurance industry. The company utilizes extensive industry data and advanced machine learning models to enhance critical processes such as underwriting and claims management. By integrating its predictive analytics platform directly into clients' existing systems through automated workflows and APIs, Gradient AI facilitates more informed decision-making and improves operational efficiency. This technology not only aids in accurate risk assessment but also helps minimize claims and boost profitability for insurance companies, ultimately leading to better customer service and streamlined processes.
Private Equity Round in 2019
Rothesay is an insurance company that was created specifically to protect pensions. Over 170 pension schemes and insurers, including British Airways, Post Office, ASDA, National Grid, and Aegon, rely on it to secure pensions. Rothesay is working to transform its industry. It is deeply committed to ensuring real future security, and it believes that finding new and better ways to do so is the key to its success.
Engine by MoneyLion specializes in embedded finance and marketplace platforms tailored for financial services. It offers a comprehensive suite of tools that includes a search, comparison, and recommendation engine for financial products, alongside features for offer management and optimization. By enabling businesses to integrate financial products into their operations, Engine allows for the delivery of personalized financial product offers to clients. Additionally, the company provides various financial services, including loans, credit, insurance, and savings accounts. Formerly known as Even Financial, Engine by MoneyLion focuses on enhancing the accessibility and personalization of financial services for businesses and consumers alike.
BigTime Software, Inc. specializes in developing cloud-based time-tracking, billing, and project management software tailored for professional services firms and licensed OEM partners. Founded in 2002 and based in Chicago, Illinois, the company offers a user-friendly browser-based interface that enables firms to manage practice operations efficiently and integrate seamlessly with existing back-office services. Its software encompasses features such as time and expense tracking, work-in-progress management, billing and invoicing, as well as task and workflow management. BigTime Software serves a diverse clientele across various sectors, including accounting, architecture, engineering, consulting, creative industries, government contracting, IT services, and law firms in the United States, Canada, the United Kingdom, and Australia. The company was previously known as Edison's Attic, Inc. before rebranding in October 2010.
Digital Guardian, Inc. specializes in data security solutions aimed at preventing data theft from both insider and external threats. The company offers a comprehensive data protection platform that operates across corporate networks, traditional endpoints, and cloud applications, providing deep data visibility and real-time analytics. Its solutions include data loss prevention, application control, data classification, encryption, and malware protection, tailored for various sectors such as energy, finance, government, healthcare, and technology. Digital Guardian also features a channel program to assist partners and resellers in enhancing sales cycles for data protection needs. The company, founded in 2003 and headquartered in Waltham, Massachusetts, also provides professional services for implementing threat protection and training. It supports various deployment models, including on-premises, managed services, and hybrid solutions, ensuring organizations can protect their critical assets without hindering operational efficiency.
Gainfully, Inc. is an online marketing platform designed for the financial services industry, enabling financial professionals to enhance their marketing efforts and generate new business. The platform offers tools for social networking, personalized email campaigns, and automated content updates, facilitating the sharing of branded marketing content. Gainfully's mobile application provides advisors, brokers, and agents with access to a library of resources and allows them to promote their professional brand effectively. The platform also supports asset management and insurance companies in scaling their marketing efforts, while empowering broker-dealers and registered investment advisors to strengthen their online presence. Founded in 2012 and originally known as AdvisorDeck, Gainfully is headquartered in San Francisco, California, with an additional office in New York.
Prove is a New York-based identity verification startup that focuses on smartphone-based solutions to enhance security and consumer privacy. The company specializes in phone-centric and API marketplace offerings that facilitate customer acquisition and engagement by streamlining processes and minimizing friction. Prove's software is designed to protect against identity theft and social engineering attacks, providing instant mobile authentication that improves the overall customer experience. By leveraging these technologies, Prove enables its clients to enhance security measures while reducing the risk of fraud. Its solutions are utilized across various sectors, including financial services, healthcare, and retail, to ensure safe and efficient identity verification.
RiskLens, Inc. specializes in cyber risk management software that enables organizations to quantify and manage cyber risk from a business perspective. The company's offerings include Cyber Risk Maturity, which assesses an organization's risk management capabilities and compliance with established frameworks; Cyber Risk Triage, a tool for prioritizing risk scenarios; and Cyber Risk Third-Party, which evaluates the risk management practices of external partners. Additionally, RiskLens provides Cyber Risk Quantification, a solution that estimates financial exposure to cyber events, as well as a standard value at risk model for both cyber and operational risks. The platform is designed for chief information risk officers and chief information security officers, assisting them in making informed decisions about cybersecurity investments and insurance policies. RiskLens serves a diverse range of sectors, including financial services, government, healthcare, education, and technology. Founded in 2011 and headquartered in Spokane, Washington, the company was previously known as CXOWare, Inc.
LinkSquares, Inc. is a computer software company specializing in AI-powered contract management and analytics for in-house legal and finance teams. Founded in 2015 and based in Somerville, Massachusetts, LinkSquares provides a platform that enables users to discover, report, and analyze contracts efficiently. Its offerings include full-text search, metadata extraction, automatic classification, custom reporting, and secure contract storage. By automating data extraction and organization, the platform helps clients reduce the time and costs associated with manual contract management, thereby streamlining legal operations and enhancing internal reviews and legal audits.
Affinity, Inc. is a technology company that specializes in relationship intelligence solutions, enhancing traditional customer relationship management (CRM) systems. Founded in 2014 and based in Redwood City, California, Affinity leverages artificial intelligence and natural language processing to help enterprises optimize their networks and improve deal flow. The platform allows teams to visualize their relationship graphs, facilitating access to crucial introductions with decision-makers and streamlining pipeline management. Affinity's features include automatic data capture, email detection, collaboration tools, and reminders, all designed to simplify contact management and enhance team productivity. By reducing reliance on spreadsheets and providing real-time updates, Affinity aims to maximize the value of networks for both startups and investors. The company has secured significant funding to support its growth and development.
Limelight Health, Inc. specializes in developing a cloud-based platform designed to streamline quoting, underwriting, and proposal processes within the employee benefits sector. The platform supports health insurance carriers, general agents, and brokers by automating manual workflows, enhancing sales efficiency, and facilitating plan distribution. It offers a suite of configurable microservices, including quoting, rating, proposal generation, renewals, and data analysis, which enable users to manage their operations more effectively. Additionally, the platform features an integrated API to ensure seamless connectivity with various industry systems, allowing for comprehensive integration across different functions. Founded in 2014 and headquartered in San Francisco, California, Limelight Health operates additional offices in Redding, California, and Des Moines, Iowa, and is a subsidiary of FINEOS Corporation Holdings plc.
CyberGRX provides the most comprehensive third-party cyber risk management platform to cost-effectively identify, assess, mitigate and monitor an enterprise’s risk exposure across its entire partner ecosystem. Through automation and advanced analytics, the CyberGRX solution enables enterprises to collaboratively mitigate threats presented from their increasing interdependency on vendors, partners and customers. CyberGRX is based in Denver, CO. For more information, visit www.cybergrx.com or follow @CyberGRX on Twitter.
Positive Coaching Alliance is a non-profit organization that strives to create a positive youth sports environment. It also provides research-based training and resources for coaches, parents, athletes, and leaders to ensure a positive youth development experience for all kids.
Solebit is a cybersecurity company that specializes in the identification and prevention of zero-day malware and unknown threats through its innovative platform, SoleGATE. Founded in 2014 by a team of cybersecurity experts from elite technology units of the Israel Defense Forces, Solebit offers a real-time, signature-less engine powered by its patented DvC™ (data vs. code) technology. This approach uniquely assumes that executable code should not be present in data files, allowing it to accurately detect and neutralize malicious code, including hidden instructions and encrypted payloads. Solebit's solution effectively blocks threats before they can compromise internal systems, regardless of file type or operating environment, whether on-premise or in the cloud. The company serves a diverse clientele, including prominent financial institutions, technology firms, defense contractors, and telecom service providers, positioning itself as a leader in modern cybersecurity solutions.
Inpensa is a cloud-based technology company that assists corporate executives in enhancing their investment decisions through strategic planning, return on investment analysis, and benefits realization. The company specializes in business case management, enabling organizations to prioritize and review projects effectively while tracking the value derived from investments beyond their lifecycle. Founded by experienced professionals from Fortune 500 firms, Inpensa's solutions aim to address complex challenges in capital planning and project management in a straightforward manner. By providing tools for managing capital expenditures and monitoring activities, Inpensa facilitates a more streamlined approach to determining project spend and achieving tangible results for organizations.
Picwell's tool benefits everyone in the benefit purchasing ecosystem from consumers to carriers to marketplaces/exchanges and agents by making it easier, faster, better and simpler. Picwell helps consumers make a better choice and simultaneously helps businesses that sell plans to consumers and employers that provide employees with plans to save money, increase efficiencies and become more effective. Picwell is a win-win solution for all.
Prove is a New York-based identity verification startup that focuses on smartphone-based solutions to enhance security and consumer privacy. The company specializes in phone-centric and API marketplace offerings that facilitate customer acquisition and engagement by streamlining processes and minimizing friction. Prove's software is designed to protect against identity theft and social engineering attacks, providing instant mobile authentication that improves the overall customer experience. By leveraging these technologies, Prove enables its clients to enhance security measures while reducing the risk of fraud. Its solutions are utilized across various sectors, including financial services, healthcare, and retail, to ensure safe and efficient identity verification.
Tier1 Financial Solutions specializes in providing cloud-based customer relationship management software tailored for the financial industry, particularly for capital markets. The company offers a suite of solutions that includes client relationship management, compliance with know-your-customer (KYC) regulations, anti-money laundering measures, and fraud prevention. Its software enhances productivity, reduces relationship risks, and improves customer return on investment. By augmenting the Salesforce platform with a robust security engine and tailored workflows, Tier1 addresses the specific needs of professionals in research, sales and trading, corporate and investment banking, and investment management. Trusted by over 19,000 users globally, Tier1’s scalable solutions foster collaboration, transparency, and communication within the institutional financial ecosystem, helping organizations optimize engagement and achieve operational efficiency.
Gainfully, Inc. is an online marketing platform designed for the financial services industry, enabling financial professionals to enhance their marketing efforts and generate new business. The platform offers tools for social networking, personalized email campaigns, and automated content updates, facilitating the sharing of branded marketing content. Gainfully's mobile application provides advisors, brokers, and agents with access to a library of resources and allows them to promote their professional brand effectively. The platform also supports asset management and insurance companies in scaling their marketing efforts, while empowering broker-dealers and registered investment advisors to strengthen their online presence. Founded in 2012 and originally known as AdvisorDeck, Gainfully is headquartered in San Francisco, California, with an additional office in New York.
Tuition.io, Inc. operates a platform designed to assist users in managing their student loan portfolios, which includes federal family education loans, federal direct loans, and private loans from various servicers. The platform enables employers to provide a valuable benefit that allows them to contribute directly to employees' student loan debt, thereby addressing a significant financial burden faced by many workers. In addition to facilitating loan management, Tuition.io offers financial wellness education to help employees optimize their student debt. Founded in 2011 and based in Santa Monica, California, Tuition.io was previously known as Binksty before rebranding in July 2012. The company's services aim to help employers attract, engage, and retain talent by alleviating the challenges associated with student debt.
Limelight Health, Inc. specializes in developing a cloud-based platform designed to streamline quoting, underwriting, and proposal processes within the employee benefits sector. The platform supports health insurance carriers, general agents, and brokers by automating manual workflows, enhancing sales efficiency, and facilitating plan distribution. It offers a suite of configurable microservices, including quoting, rating, proposal generation, renewals, and data analysis, which enable users to manage their operations more effectively. Additionally, the platform features an integrated API to ensure seamless connectivity with various industry systems, allowing for comprehensive integration across different functions. Founded in 2014 and headquartered in San Francisco, California, Limelight Health operates additional offices in Redding, California, and Des Moines, Iowa, and is a subsidiary of FINEOS Corporation Holdings plc.
Ledger Investing Inc. operates an online marketplace that connects insurers with investors interested in purchasing insurance-linked securities. Founded in 2016 and based in Washington, D.C., the company aims to enhance risk transparency and standardization in the insurance sector. By leveraging advanced data infrastructure and analytics, Ledger Investing streamlines transactions, enabling asset managers, pension funds, hedge funds, family offices, and other institutions to invest in a growing asset class that is uncorrelated with traditional investments like equity and fixed income. This innovative platform allows insurers to access lower-cost capital through securitization, facilitating a more efficient interaction between capital markets and insurance risk.
CyberGRX provides the most comprehensive third-party cyber risk management platform to cost-effectively identify, assess, mitigate and monitor an enterprise’s risk exposure across its entire partner ecosystem. Through automation and advanced analytics, the CyberGRX solution enables enterprises to collaboratively mitigate threats presented from their increasing interdependency on vendors, partners and customers. CyberGRX is based in Denver, CO. For more information, visit www.cybergrx.com or follow @CyberGRX on Twitter.
Insurify, Inc. is an online platform based in Cambridge, Massachusetts, that specializes in car insurance shopping. Founded in 2013, the company employs artificial intelligence and natural language processing to deliver personalized recommendations to users, streamlining the process of comparing insurance quotes. Insurify's platform allows customers to evaluate various insurance options for car, home, and life insurance, making it easier to assess quotes, discounts, and payment alternatives from multiple providers in a single location. By simplifying the insurance shopping experience, Insurify aims to make it more accessible and affordable for consumers.
RiskIQ, Inc. is a cyber-security company that specializes in cloud-based Software-as-a-Service solutions for organizations to identify and mitigate online security threats, including phishing, fraud, and malware. Its key offerings include the RiskIQ Illuminate platform, which helps organizations map and monitor their digital attack surface, and RiskIQ Digital Footprint, which visualizes and defends against potential vulnerabilities. The company also provides RiskIQ PassiveTotal, enabling faster investigations by linking internal activities to external threats, as well as RiskIQ External Threats, which identifies targeted digital threats across various channels. Additionally, RiskIQ Executive Guardian monitors potential online risks related to company executives, while RiskIQ SIS delivers analytics to identify cyber threats. The company serves a diverse range of industries, including finance, retail, healthcare, and technology. Established in 2003, RiskIQ is headquartered in San Francisco, with additional offices in Lenexa, Kansas, and London, United Kingdom.
Apliant was founded by insurance, technology, and marketing professionals to improve local insurance agency distribution. We work to build smarter technology that empowers the traditional insurance agent, helping them find and retain more clients through a simplified workflow. Designed for the sales-driven insurance agent, Apliant is a user-friendly, on-demand platform that serves as every insurance agent's dream toolkit including everything they need to easily and quickly connect with insurance-shopping customers in their existing market and beyond.
CyberGRX provides the most comprehensive third-party cyber risk management platform to cost-effectively identify, assess, mitigate and monitor an enterprise’s risk exposure across its entire partner ecosystem. Through automation and advanced analytics, the CyberGRX solution enables enterprises to collaboratively mitigate threats presented from their increasing interdependency on vendors, partners and customers. CyberGRX is based in Denver, CO. For more information, visit www.cybergrx.com or follow @CyberGRX on Twitter.
Pwnie Express is an IoT security platform focused on addressing security vulnerabilities arising from the deployment of IoT devices in enterprises. Founded by a team with extensive experience in security testing and product development, the company specializes in comprehensive threat detection for both wired and wireless devices within workplace environments. Its solutions uniquely identify rogue, misconfigured, and unauthorized devices, helping organizations mitigate potential risks from these vulnerabilities. By automating the detection process, Pwnie Express enables security teams to continuously monitor their networks for open pathways that could be exploited by attackers. The company's offerings include Pwn Pulse, a distributed security assessment service, along with award-winning sensors that provide timely and effective insights for managing security challenges.
Policygenius Inc. is an online insurance brokerage that specializes in providing a wide range of insurance products including life, health, long-term disability, pet, and renters’ insurance. Founded in 2014 and headquartered in New York, the company combines advanced technology with the expertise of licensed agents to assist individuals in finding the appropriate coverage for their needs. The platform allows users to review and compare quotes, making it easier to select the right insurance policy at competitive prices. Policygenius has served millions of customers and has placed over $160 billion in insurance coverage, establishing itself as a significant resource in the insurance marketplace.
Digital Guardian, Inc. specializes in data security solutions aimed at preventing data theft from both insider and external threats. The company offers a comprehensive data protection platform that operates across corporate networks, traditional endpoints, and cloud applications, providing deep data visibility and real-time analytics. Its solutions include data loss prevention, application control, data classification, encryption, and malware protection, tailored for various sectors such as energy, finance, government, healthcare, and technology. Digital Guardian also features a channel program to assist partners and resellers in enhancing sales cycles for data protection needs. The company, founded in 2003 and headquartered in Waltham, Massachusetts, also provides professional services for implementing threat protection and training. It supports various deployment models, including on-premises, managed services, and hybrid solutions, ensuring organizations can protect their critical assets without hindering operational efficiency.
Tuition.io, Inc. operates a platform designed to assist users in managing their student loan portfolios, which includes federal family education loans, federal direct loans, and private loans from various servicers. The platform enables employers to provide a valuable benefit that allows them to contribute directly to employees' student loan debt, thereby addressing a significant financial burden faced by many workers. In addition to facilitating loan management, Tuition.io offers financial wellness education to help employees optimize their student debt. Founded in 2011 and based in Santa Monica, California, Tuition.io was previously known as Binksty before rebranding in July 2012. The company's services aim to help employers attract, engage, and retain talent by alleviating the challenges associated with student debt.