Naples Technology Ventures

Naples Technology Ventures is a venture capital firm established in 2018 and located in Naples, Florida. The firm specializes in early-stage investments, particularly in Series A and B funding rounds, targeting technology and services companies within the healthcare and financial sectors. Naples Technology Ventures seeks to invest in firms that have launched products or services and require additional capital and strategic guidance for growth. The firm emphasizes building strong relationships with company leaders to promote sustainable development, balancing aggressive growth with prudent financial management. By focusing on emergent and expanding markets, Naples Technology Ventures aims to support companies that demonstrate significant value addition, particularly those utilizing Software-As-A-Service (SaaS) or service-based models.

Winston Bennett

Analyst

Eric Latin

Principal and Head of Investments

28 past transactions

Iris

Seed Round in 2025
Iris ingests your existing documentation to build a Knowledge Base then uses LLMs to generate new content. Upload Security Questionnaires and RFPs and our proprietary system will extract questions and draft responses and citing sources. Assign questions to co-workers and collaborate to win more deals. Report on revenue attribution, time to completion, and time spent responding to questions versus accepting Iris-generated responses.

Zenapse

Seed Round in 2024
Zenapse operates in the internet publishing sector and specializes in developing an artificial intelligence-based software as a service platform. This low-code platform is designed to facilitate human-centric understanding by leveraging psychographics and sentiment analysis. Zenapse provides guided goal-based workflows and playbooks, along with comprehensive reporting and predictive deep psychographic insights. By utilizing these tools, the company aims to enhance customer experience for businesses, enabling them to better understand and meet the needs of their clientele.

LendingStandard

Venture Round in 2023
LendingStandard is a company that develops and markets an innovative online origination and underwriting system aimed at enhancing the efficiency of commercial loan transactions for lenders. Founded in 2012 and based in Kansas City, Kansas, LendingStandard's platform streamlines the lending process by integrating financial data into a single repository, allowing lenders to focus on critical decision-making rather than administrative details. The system offers a collaborative environment where multiple stakeholders, including business owners and financial professionals, can contribute to the loan application process. By leveraging partnerships with major financial and business data providers, LendingStandard enables banks to distinguish themselves in a competitive market and improve service delivery to their business customers.

Boulo Solutions

Seed Round in 2023
Boulo Solutions is a digital staffing platform dedicated to helping professional women, particularly mothers, remain in the workforce by connecting them with flexible full-time and part-time job opportunities. The company addresses the challenges women face in career progression and job reintegration by offering a tailored approach to job seeking, career pathing, and recruitment. Through its online platform, Boulo Solutions not only surfaces flexible job opportunities that align with women's skills and availability but also provides customized professional training and support to enhance their career development. This comprehensive approach aims to empower women in their professional journeys while accommodating their personal responsibilities.

Fingoal

Seed Round in 2023
FinGoal is a company focused on creating innovative tools for the financial technology sector, aimed at enhancing the consumer experience in digital banking. It offers a platform that enables financial institutions and fintech developers to analyze users' credit and debit card transactions. By leveraging proprietary technology, FinGoal examines individual spending patterns and preferences, allowing for the identification of potential savings across various categories, from everyday purchases to larger expenses. This personalized approach empowers banks and fintechs to develop customized user profiles and deliver tailored advice, ensuring consumers maximize their financial resources.

Gainfront- Formerly iQuantum

Seed Round in 2022
iQuantum is a market-leading end-to-end Procurement solution built for global enterprises.

Medsien

Seed Round in 2022
Medsien is a provider of remote care management services that utilizes artificial intelligence to enhance patient engagement and health outcomes. The company has developed a platform that integrates various care management programs, allowing healthcare providers to efficiently monitor chronic conditions and manage remote patient care. By curating and aggregating patient data, Medsien's technology delivers insights into patient health trends and metrics, enabling real-time notifications of any changes. This streamlined approach not only improves the patient experience but also helps reduce costs and supports informed decision-making for healthcare providers.

Lucy

Series A in 2022
Lucy is a knowledge management platform designed for enterprise teams to maximize the value of their unstructured data. It utilizes artificial intelligence to read, listen to, and analyze documents, audio, and video files from a variety of common file systems, including SharePoint, OneDrive, and Salesforce. By effectively managing vast stores of information, Lucy helps organizations unlock insights from materials such as PowerPoints, PDFs, and audio recordings, which often go underutilized. The platform continuously learns and remembers information shared within teams, providing specific answers and meaningful insights, thereby enhancing productivity and saving valuable time for users. Lucy aims to transform how businesses interact with their data, ensuring that critical information is readily accessible and utilized.

Pay Theory

Seed Round in 2021
Pay Theory is a financial technology company specializing in payment solutions tailored for various sectors, including education, healthcare, senior care, childcare, government, property, and insurance. The company develops a payments platform designed to address the intricate needs of Software as a Service (SaaS) vendors in these industries. By offering streamlined digital payment access and integrated services, Pay Theory helps families navigate financial transactions without encountering barriers related to money or banking. The platform facilitates electronic payments, electronic checks, and cash transactions, allowing organizations such as public schools to manage their payments efficiently without relying on traditional banking methods. Ultimately, Pay Theory aims to connect families with essential service providers, ensuring they can access necessary services while also creating a new revenue stream for SaaS vendors.

Kasisto

Series C in 2021
Kasisto, Inc. is a technology company that specializes in developing a conversational platform designed for financial institutions. Founded in 2013 and headquartered in New York, the company offers KAI, a digital experience platform that enables the creation of branded virtual assistants and chatbots. These intelligent solutions facilitate personalized customer interactions across various channels, including mobile apps, websites, messaging platforms, and voice-enabled devices. Kasisto's offerings include KAI Consumer Banking, which enhances user engagement; KAI Business Banking, providing immediate access to essential financial information and services; and KAI Investment Management, which assists customers in understanding their financial goals and needs. The company also supports clients through services such as planning, integration, testing, and ongoing improvement, thereby enhancing customer experiences in the financial sector.

SoftLedger

Seed Round in 2021
SoftLedger is a developer of a cloud-native accounting platform that offers real-time visibility into critical financial data for businesses. Its software enables accountants and developers to efficiently manage multiple entities and integrate seamlessly with other systems, facilitating quicker financial closures. The platform features a comprehensive general ledger, accounts receivable, accounts payable, inventory management, and crypto asset management, allowing organizations to address their specific business challenges. By providing a user-friendly interface and robust APIs, SoftLedger empowers businesses to embed financial management capabilities into their operations, ensuring rapid implementation and ease of use.

Vertalo

Series A in 2021
Vertalo is a digital transfer platform that facilitates the connection and functionality within the digital asset economy. The company offers a comprehensive suite of services, including investor onboarding, cap table management, and compliance solutions, enabling issuers to tokenize their assets and manage investor relations effectively. By providing a platform that allows assets to be securely stored in blockchain wallets and traded in real-time, Vertalo enhances liquidity opportunities for both issuers and investors. The platform also supports features such as portable eligibility and keyless wallets, ensuring that securities are prepared for trading on any compatible alternative trading system (ATS). Through its collaboration with a network of broker-dealers, Vertalo streamlines the process of bringing digital assets to market.

Avanta Risk Management

Seed Round in 2021
Avanta Risk Management offers financial management and consulting services. Data procurement, validation, and risk mitigation strategies exist within the financial services industry, ranging from nonexistent to more formal models. For inquiries, email, telephone numbers, and physical addresses are available on their website.

XUP Payments

Venture Round in 2021
XUP Payments is a vertically focused payment platform that develops digital payments software for financial institutions. It provides a seamless connection between financial services, processors, merchants, and ultimately customers. XUP's platform removes the friction that merchants face when onboarding and managing their payments experience. XUP Payments was founded in 2019 and is headquartered in Charlotte, North Carolina.

Community Capital Technology

Seed Round in 2020
Community Capital Technology operates a digital loan trading exchange and business intelligence platform that simplifies the buying, selling, and participation in loans for financial institutions, marketplace lenders, and credit investors. The platform provides a transparent and cost-effective online marketplace where users can post loans and connect directly with potential buyers or sellers in real-time, eliminating the need for brokers. This solution is designed for a range of participants, including regional banks, community banks, credit unions, and various investment entities such as credit funds and family offices. By offering access to a highly liquid nationwide exchange and a comprehensive analytics toolset, Community Capital Technology enhances decision-making and increases transactional success rates in the secondary loan market, enabling users to effectively manage risk and optimize their loan portfolios.

WorldWatch Plus

Series A in 2020
WorldWatch Plus is an employment screening, risk compliance, and due diligence firm that offers a comprehensive global risk information exchange platform. The company specializes in providing culturally-adaptive and user-friendly screening solutions across various industries, including banking, insurance, gaming, and corporate compliance. With services extending to over 192 countries, WorldWatch Plus effectively meets the needs of customer due diligence programs by facilitating identity screening and document verification. This approach not only reduces screening costs but also minimizes privacy-related risks and mitigates legal concerns associated with bad hires or regulatory actions. By consolidating these services into a single web-based order-delivery interface, WorldWatch Plus distinguishes itself as a reliable provider in the employment screening market.

Everyware

Series A in 2019
Everyware Inc. is a technology company that specializes in an online communication platform, offering two-way text messaging and payment processing services. Founded in 2015 and headquartered in Boca Raton, Florida, with additional offices in San Francisco and Austin, Everyware facilitates personalized interactions between businesses and their customers. The platform features automated text reminders, quick reply templates, and appointment scheduling, enhancing the efficiency of customer engagement. By integrating smart payment solutions, Everyware enables clients to streamline service delivery, reduce operational costs, and improve overall customer service, ultimately contributing to better post-sale communication and increased profitability.

BeamLive

Seed Round in 2019
BeamLive is a developer of a cloud-based communication platform that focuses on transforming real-time data into actionable insights for critical decision-making. The platform integrates various forms of Internet of Things data, including video, audio, text, and location information, to deliver timely notifications with sub-second latency. By utilizing a developer-friendly approach, it offers a configurable "Communication as a Service" (CAAS) that enhances human intelligence through the extraction of relevant content from live data streams. The platform is designed to facilitate efficient mobile messaging across multiple operating systems, including iOS, Android, and Windows, making it suitable for diverse applications such as event management and telemedicine. BeamLive aims to provide businesses with modern alternatives to traditional communication methods, enhancing their ability to respond swiftly to time-sensitive situations.

Management Research Services

Seed Round in 2019
Management Research Services (MRS) is an insurance technology company that specializes in developing software solutions for the life insurance industry. The company offers a comprehensive suite of outsourced technology-based underwriting services, including medical records retrieval, tele-underwriting, tele-interviews, tele-application processing, and telesales. MRS's innovative software enables insurance clients to collect and process life insurance applications more efficiently, significantly reducing customer acquisition costs. With a focus on enhancing operational efficiencies, MRS is actively investing in the redevelopment of its technology platform to adapt to the evolving landscape of life insurance, where the paradigm is shifting from the belief that life insurance is "sold, not bought." Through these advancements, MRS aims to position itself as a leader in the next revolution of the industry.

BusinessOptix

Venture Round in 2019
BusinessOptix Ltd. is a cloud-based platform focused on optimizing business processes and operating models across various sectors, including financial services, healthcare, utilities, automotive, manufacturing, and government. Founded in 2010 and based in Guildford, United Kingdom, the company offers a comprehensive suite for business process management and transformation. Its platform enables organizations to create, collaborate, publish, manage, and reuse models, processes, and data in a unified environment. BusinessOptix provides tools for process discovery, modeling, and simulation, which help clients identify improvement opportunities and navigate change effectively. By leveraging its solutions, clients gain total operational visibility, linking strategy to key processes and enhancing their competitiveness and resilience in a complex business landscape. The company collaborates with a network of technology providers, business process outsourcers, and consulting firms to deliver tailored solutions that address various operational challenges.

WorldWatch Plus

Venture Round in 2019
WorldWatch Plus is an employment screening, risk compliance, and due diligence firm that offers a comprehensive global risk information exchange platform. The company specializes in providing culturally-adaptive and user-friendly screening solutions across various industries, including banking, insurance, gaming, and corporate compliance. With services extending to over 192 countries, WorldWatch Plus effectively meets the needs of customer due diligence programs by facilitating identity screening and document verification. This approach not only reduces screening costs but also minimizes privacy-related risks and mitigates legal concerns associated with bad hires or regulatory actions. By consolidating these services into a single web-based order-delivery interface, WorldWatch Plus distinguishes itself as a reliable provider in the employment screening market.

Streann

Series A in 2019
Streann Media, Inc. is a Miami-based company that specializes in developing a digital media platform designed for the monetization of interactive content across various devices. Founded in 2014, the company provides comprehensive solutions for streaming radio and television content to the web, smartphones, and tablets. Its offerings include video and audio streaming services, as well as automation software for online TV stations. Additionally, Streann Media integrates IP technology for TV networks, providing set-top boxes and mobile apps to enhance the multi-device viewing experience. The company also offers specialized hardware and software kits for both radio and TV stations, facilitating the capture, trimming, and scheduling of media content. With a focus on innovative technologies like artificial intelligence and augmented reality, Streann aims to transform traditional media into engaging, interactive experiences for millions of active users across 141 global markets.

Tomahawk Robotics

Seed Round in 2018
Tomahawk Robotics, Inc. is a robotics company based in Melbourne, Florida, founded in 2018. The company specializes in designing and building robotic solutions tailored for various applications, including assistive technologies, security and defense, energy and infrastructure, and home automation. Its products are optimized for uncrewed systems operating in stressful and harsh environments, incorporating user-centric design and intuitive control technologies. Tomahawk Robotics develops robust control software and rugged hardware, enabling its robotic systems to work safely alongside humans and navigate unstructured environments. The company's innovations allow for effective manipulation of physical space and objects, enhancing situational awareness and operational capabilities while addressing challenging tasks in a safe and cost-effective manner.

Fixt

Series A in 2018
Fixt Technologies, Inc., established in 2013 and headquartered in Baltimore, Maryland, specializes in on-demand mobile device support and repair services for enterprise customers and government clients in the United States. The company offers smart office setup, phone and tablet repair services, allowing consumers to schedule local and onsite repairs. Fixt manages the logistics of repairing and returning devices to use, enabling clients to focus on core business activities. The company's services are backed by proprietary threat analytical systems, ensuring increased situational awareness and individual risk assessments during and after repairs. Fixt operates as a subsidiary of Assurant, Inc., following its acquisition in 2020.

AgriSource Data

Convertible Note in 2018
AgriSource Data is an AgTech company specializing in comprehensive IoT-based solutions for precision agriculture and smart irrigation management. They harness cutting-edge technologies like AI, machine learning, and cloud communication protocols to collect and analyze data across the entire seed-to-shelf spectrum. This enables farmers to make informed decisions, enhancing productivity and profitability while promoting sustainable farming practices.

Privva

Series A in 2018
Privva, Inc. is a cloud-based vendor risk assessment platform founded in 2016 and headquartered in Baltimore, Maryland, with an additional office in Arlington, Virginia. It caters to a diverse range of industries, including legal, financial services, technology, healthcare, education, and media. Privva's platform streamlines the assessment process, from authoring to automatic recurring delivery, allowing organizations to manage privacy and security issues effectively. The company's AutoAssess solution leverages machine learning technology to automate responses to client security assessments, significantly reducing the time required for vendor evaluations by up to 75%. This automation enables businesses to centralize security questionnaires, risk ratings, and scoring, facilitating improved data security and privacy management. Through its user-friendly interface and adaptable features, Privva provides a tailored approach to risk assessment, ensuring that organizations can respond swiftly to regulatory requirements while effectively allocating resources to other critical cybersecurity functions.
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