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

Brij Sharma

Co-Founder and Managing Partner

21 past transactions

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 prominent provider of Chronic Care Management services in the United States, utilizing an advanced software platform that aggregates and curates patient data. This platform employs artificial intelligence to analyze patient conditions and trends, allowing healthcare providers to monitor patients effectively and make informed decisions in real-time. By leveraging a network of certified medical assistants, Medsien enhances the revenue potential for medical practices while simultaneously improving patient outcomes and reducing healthcare costs. The company's focus on delivering actionable insights and proactive monitoring positions it as a valuable partner in the evolving landscape of healthcare management.

Lucy

Series A in 2022
Lucy is an AI personal assistant designed for businesses, aiming to enhance operational efficiency and productivity. It functions as a knowledge management platform that assists enterprise teams in leveraging their data effectively. By utilizing advanced AI capabilities, Lucy can process various forms of information, including text, audio, and video, to deliver specific answers and valuable insights. This allows businesses to streamline their processes, save time, and focus on their core activities, ultimately improving organizational performance.

Kasisto

Series C in 2021
Kasisto, Inc. is a company that specializes in developing a conversational platform for financial institutions, enabling them to enhance customer engagement through virtual personal assistants. Its core offering, KAI, is a digital experience platform that facilitates the creation of branded virtual assistants and chatbots capable of delivering personalized experiences across various channels, including mobile apps, websites, and voice-activated devices. The platform includes solutions such as KAI Consumer Banking, which offers engaging experiences for users, and KAI Business Banking, providing immediate access to crucial financial information and services. Additionally, KAI Investment Management helps customers articulate their financial goals and receive tailored insights. Founded in 2013 and headquartered in New York, Kasisto also has offices in Mountain View, California, and Singapore, positioning itself as a key player in improving customer interactions in the banking sector.

SoftLedger

Seed Round in 2021
SoftLedger is a developer of a cloud-native accounting software designed to automate financial processes and provide real-time visibility into critical financial data. Its platform includes a comprehensive general ledger, accounts receivable, accounts payable, inventory management, and features specifically tailored for managing crypto assets. By utilizing APIs, SoftLedger enables organizations to address their unique business challenges effectively. The system is user-friendly and can be implemented quickly, allowing businesses to integrate financial management seamlessly into their operations.

Vertalo

Series A in 2021
Vertalo SEZC is a technology company based in Austin, Texas, that operates a platform for managing security token offerings and ensuring compliance with relevant regulations. Founded in 2017, Vertalo provides a comprehensive solution for stakeholder registry, investor onboarding, and cap table management. Its platform facilitates the management of security token investor data, compliance with SEC, FINRA, and FINCEN regulations, and offers services such as compliant custody, distribution, and investor relations management. By connecting issuers and investors directly to sources of secondary liquidity, Vertalo enables the tokenization of assets, allowing them to be securely stored and traded in real-time using smart contracts. The company serves a diverse clientele, including issuance platforms, broker-dealers, and exchanges, and integrates with custody platforms and KYC/AML providers to enhance the digital asset economy.

XUP

Venture Round in 2021
Developer of payment platform designed to focus on developing a seamless connection between financial services, processors, merchants, and ultimately customers. The company's platform makes it easy to identify, consider, buy and service merchant and payment relationships, thereby enabling financial institutions to offer an end-to-end and digital payment processing experience to the merchants they serve.

Community Capital

Seed Round in 2020
Community Capital Technology is a digital loan trading exchange and business intelligence platform providing financial institutions along with other originators and credit investors a simpler, more cost effective and transparent way to buy, sell and/or participate out loans of any type. Our proprietary solution provides Regional Banks, Community Banks, Credit Unions, and CDFIs, as well as other third party originators and investors (Credit Funds/Investors, Family Offices, Insurance Companies, Marketplace Lenders), access to a highly liquid nationwide exchange and analytics toolset to drive better, faster decision-making and higher transactional success rates in buying, selling and evaluating loans on the secondary market. Using our intuitive online marketplace, you can easily post loans, or find and connect directly to other buy or sell partners or loan opportunities of interest real time, without brokers or other intermediaries.

WorldWatch Plus

Series A in 2020
WorldWatch Plus, offered by International Screening Solutions, Inc., is an AI-driven global risk information exchange platform designed to enhance screening processes and mitigate reputation risks for businesses. The platform provides a comprehensive suite of solutions, including KYC identity resolution, identity screening, and ID document verification for customer onboarding. It also features global sanction and watch list monitoring, politically exposed person (PEP) screening, and adverse media checks, ensuring compliance with global regulations. Additionally, WorldWatch Plus includes employment screening products, due diligence services, and criminal clearance certifications. The company, founded in 2007 and headquartered in Kennesaw, Georgia, serves a diverse range of industries, including banking, insurance, gaming, and cryptocurrency. By offering a single-source screening solution that is easy to use and culturally adaptive, WorldWatch Plus aims to deliver cost savings while minimizing risks associated with privacy and litigation.

Everyware

Series A in 2019
Everyware Inc. operates an online communication platform that combines two-way text messaging with payment processing services. Founded in 2015 and headquartered in Boca Raton, Florida, with additional offices in San Francisco and Austin, the company specializes in creating personalized connections between businesses and their customers. Its platform features automated text reminders, quick reply templates, and tools for scheduling and managing appointments. By offering secure payment collection methods and smart payment integration, Everyware aims to enhance customer service and streamline operations, ultimately helping clients improve post-sale communication and increase profitability.

BeamLive

Seed Round in 2019
BeamLive is a developer of a cloud-based communication platform intended to turn data into actionable knowledge for time-sensitive and mission-critical decision-making. It augments human intelligence with knowledge extracted live from Internet of Things. It turns data into actionable knowledge for time-sensitive and mission-critical decision-making. It is a configurable cloud-based platform offered as a developer-friendly “Communication as a Service” (CAAS). BeamLive extracts relevant content for a target audience from streams of live IoT data, including GPS and video, resulting in qualified notifications with sub-second-latency and improved big-data information indexing. It integrates with developer-friendly, configurable mobile messaging across iOS, Android, and Wins.

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 firm offers outsourced technology-based underwriting services, which include medical records retrieval, tele-underwriting, tele-interviews, tele-application processing, and telesales. These services aim to streamline the life insurance application process, allowing clients to significantly reduce customer acquisition costs. MRS is focused on enhancing operational efficiencies for its current clients while preparing for future shifts in the insurance market. By investing in the improvement of its technology platform, MRS aims to facilitate a transformative approach to life insurance, moving away from traditional sales methods to more accessible and efficient models.

BusinessOptix

Venture Round in 2019
BusinessOptix helps organizations Control Today, Navigate Tomorrow™ to achieve the next level of customer and operational excellence. BusinessOptix cloud-based platform is used by hundreds of global firms to capture and redefine business operating models, accelerate transformations across the enterprise, improve operational efficiencies and streamline go-to-market processes. Built for business ease of use, the platform enables organizations to define the current state, design the optimal future state and deliver an actionable plan to achieve and maintain transformations leading to a more efficient, effective digital future to better serve customers and achieve business results.

WorldWatch Plus

Venture Round in 2019
WorldWatch Plus, offered by International Screening Solutions, Inc., is an AI-driven global risk information exchange platform designed to enhance screening processes and mitigate reputation risks for businesses. The platform provides a comprehensive suite of solutions, including KYC identity resolution, identity screening, and ID document verification for customer onboarding. It also features global sanction and watch list monitoring, politically exposed person (PEP) screening, and adverse media checks, ensuring compliance with global regulations. Additionally, WorldWatch Plus includes employment screening products, due diligence services, and criminal clearance certifications. The company, founded in 2007 and headquartered in Kennesaw, Georgia, serves a diverse range of industries, including banking, insurance, gaming, and cryptocurrency. By offering a single-source screening solution that is easy to use and culturally adaptive, WorldWatch Plus aims to deliver cost savings while minimizing risks associated with privacy and litigation.

Streann

Series A in 2019
Streann Media, Inc. is a digital media company based in Miami, Florida, specializing in the development of a comprehensive platform for content monetization and streaming services. Founded in 2014, the company offers an array of solutions that enable radio and TV stations to broadcast their content online, across smartphones and tablets. Its services include video and audio streaming, automation software for online TV stations, and hardware and software kits tailored for both radio and television broadcasting. Streann’s enterprise SaaS platform empowers content owners to create and manage their own video streaming services similar to major platforms like Netflix and Hulu, incorporating features for live streaming, video on demand, and monetization. The technology supports multi-device accessibility, including integration for Roku, Apple TV, and Fire TV, allowing users to design customized applications without the need for extensive development resources. By partnering with distributors, Streann facilitates a next-generation media experience, enabling broadcasters and content providers to effectively engage their audiences.

Tomahawk Robotics

Seed Round in 2018
Tomahawk Robotics, Inc. is a company based in Melbourne, Florida, that specializes in designing and building a range of robotic solutions. Founded in 2018, the company focuses on assistive, security and defense, energy and infrastructure, and home automation robotics. With an emphasis on user-centric design and intuitive control technologies, Tomahawk Robotics develops advanced robotic control systems that enable seamless manipulation of the environment, whether locally or remotely. Their innovative robotic systems are engineered to operate safely alongside humans in unstructured environments, addressing various tasks that may be dull, dirty, or dangerous. By combining ruggedized hardware with sophisticated software, the company aims to enhance situational awareness and precision capabilities for users across different sectors.

Tinysponsor

Convertible Note in 2018
Tinysponsor Inc. is a marketplace that facilitates sponsorship transactions by connecting brands and advertisers with creators, influencers, events, and venues. Founded in 2014 and based in Los Angeles, California, Tinysponsor allows sponsors to browse various sponsorship types or search for specific packages, while creators can list their services for purchase. The platform offers a unique approach by providing live, ready-to-purchase inventory, moving beyond traditional proposal-driven matchmaking. This capability enables businesses and creators of all sizes to engage in sponsorships efficiently, streamlining the buying and selling process of sponsored content.

Fixt

Series A in 2018
Fixt Technologies, Inc. is a provider of on-demand mobile device support and repair services tailored for enterprise and government clients in the United States. Founded in 2013 and based in Baltimore, Maryland, the company specializes in smart office setups, as well as phone and tablet repairs. Fixt enables clients to schedule local and onsite device repairs, managing the logistics of getting employee devices serviced efficiently. By employing motion sensors and proprietary threat analytical systems, Fixt automates device replacements, repairs, and routine troubleshooting, allowing IT departments to focus on more critical tasks. This approach not only streamlines operations but also enhances situational awareness and risk assessments for clients during and after the repair process. Formerly known as Asurvest, Inc. and Peach Labs, Fixt Technologies, Inc. became a subsidiary of Assurant, Inc. in 2020.

AgriSource Data

Convertible Note in 2018
AgriSource Data is an AgTech company that specializes in providing comprehensive IoT-based solutions for precision agriculture and smart irrigation management. By integrating advanced technologies such as Internet-of-Things (IoT), Artificial Intelligence (AI), and Machine Learning, AgriSource Data enhances data collection and analysis throughout the agricultural process, from seed to shelf. The company's agricultural data platform offers a wide array of insights related to economics, climate, infrastructure, and operations, enabling farmers and other stakeholders to make informed decisions that boost productivity and profitability. Through its innovative approach, AgriSource Data aims to fundamentally transform the agriculture industry, supporting sustainable production practices and increasing farmers' profits.

Privva

Series A in 2018
Privva, Inc. is a cloud-based vendor risk assessment platform that supports a wide range of industries, including legal, financial services, technology, healthcare, education, and media. Founded in 2016 and headquartered in Baltimore, Maryland, with an additional office in Arlington, Virginia, Privva offers solutions that streamline the vendor assessment process. Its AutoAssess solution leverages machine learning to automate responses to client security assessments, significantly reducing the time required for law firms and other organizations to complete these evaluations. The platform centralizes security questionnaires, risk ratings, and scoring of responses for third-party vendors, promoting efficient data security and privacy management. By using Privva's workflow and templates, organizations can reduce the time taken to assess vendors by up to 75%, while automating annual recertifications further enhances operational efficiency. The user-friendly interface and adaptable features of Privva's platform allow for a tailored risk assessment approach, addressing the contextual nature of risk management.
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