Primary Portfolio

Backing founders building things the world hasn't seen yet, at the moment before the world believes.

The loan origination system built for integration and customization

Founders

Andres Klaric
Marc Escapa

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Invested
01/2021
Stage
Series A

The loan origination system built for integration and customization

The future of digital lending: helping financial institutions increase cash flow and customer growth with comprehensive, automated loan software.

Founded
2020
HQ
New York, NY
Investor
Jason Shuman
Invested
01/2021
Founders

Andres Klaric
Marc Escapa

Stage
Series A
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Fintech & Enterprise AI

Building the incentives layer for the agentic economy

Founders

Louis Amira
David Noël-Romas

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Invested
01/2025
Stage
Seed

Building the incentives layer for the agentic economy

Circuit & Chisel is building the payments infrastructure for the emerging AI agent economy through the Agent Transaction Protocol (ATXP), which enables instant, low-cost, and autonomous payments between AI agents, unlocking the next generation of agent-driven services and commerce.

Founded
2025
HQ
New York, NY
Investor
Emily Man
Invested
01/2025
Founders

Louis Amira
David Noël-Romas

Stage
Seed
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Fintech & Enterprise AI

The next generation of AI-powered trade compliance and duty recovery

Founders

Justin Sherlock
Matthew Ebeweber

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Invested
01/2025
Stage
Seed

The next generation of AI-powered trade compliance and duty recovery

Caspian is turning trade data into insights. The company's platform allows businesses to run cross-border commerce more profitably by automating core audit, compliance, and refund workflows

Founded
2024
HQ
San Francisco, CA
Investor
Emily Man
Invested
01/2025
Founders

Justin Sherlock
Matthew Ebeweber

Stage
Seed
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Fintech & Enterprise AI

The operating system for modern fund finance

Founders

Ross Mechanic
Ashwin Raghu

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Invested
01/2024
Stage
Series B

The operating system for modern fund finance

Maybern is reinventing fund operations with the first performance book of record. Their platform empowers the modern fund CFO to shift from operational validator to strategic business leader.

Founded
2020
HQ
New York, NY
Investor
Emily Man
Invested
01/2024
Founders

Ross Mechanic
Ashwin Raghu

Stage
Series B
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Fintech & Enterprise AI

A modern platform for payment and fraud operations

Founders

Shanthi Shanmugam
Saisi Peter

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Invested
01/2022
Stage
Series A

A modern platform for payment and fraud operations

Rethinking back office operations for fintechs and banks. Casap provides technology infrastructure to empower businesses with financial and operational leverage.

Founded
2022
HQ
New York, NY
Investor
Brad Svrluga
Invested
01/2022
Founders

Shanthi Shanmugam
Saisi Peter

Stage
Series A
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Fintech & Enterprise AI

Fairer finance, a million identity decisions at a time

Founders

Tommy Nicholas
Laura Spiekerman
Charles Hearn

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Invested
01/2015
Stage
Series C

Fairer finance, a million identity decisions at a time

The leading identity decisioning platform for fintech companies, banks, and credit unions expanding their digital product offerings.

Founded
2015
HQ
New York, NY
Investor
Brad Svrluga
Invested
01/2015
Founders

Tommy Nicholas
Laura Spiekerman
Charles Hearn

Stage
Series C
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Fintech & Enterprise AI

Revolutionizing modern-day workplace savings and investing programs

Founders

Aaron Schumm

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Invested
01/2016
Stage
Series E

Revolutionizing modern-day workplace savings and investing programs

Workplace savings programs are a key lever for lifetime financial security. Vestwell partners with both legacy players and disruptors to apply better tech to plans of all sizes.

Founded
2016
HQ
New York, NY
Investor
Brad Svrluga
Invested
01/2016
Founders

Aaron Schumm

Stage
Series E
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Fintech & Enterprise AI

AI-native revenue suite for the office of the CFO

Founders

Ali Hussain
Deepak Bapat
Rebecca Schwartz

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Invested
01/2023
Stage
Series B

AI-native revenue suite for the office of the CFO

Trillions of dollars are stuck in overdue invoices. Tabs allows companies to collect funds faster by putting the entire end-to-end AR process on autopilot.

Founded
2023
HQ
New York, NY
Investor
Brian Schechter
Invested
01/2023
Founders

Ali Hussain
Deepak Bapat
Rebecca Schwartz

Stage
Series B
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Fintech & Enterprise AI

AI-first supply chain intelligence through composable modeling

Founders

Ganesh Ramakrishna

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Invested
01/2023
Stage
Series B

AI-first supply chain intelligence through composable modeling

Lyric empowers supply chain teams with a flexible platform, using advanced algorithms and accelerated computing to optimize modeling, planning, and every decision.

Founded
2022
HQ
Sunnyvale, CA
Investor
Cassie Young
Invested
01/2023
Founders

Ganesh Ramakrishna

Stage
Series B
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Fintech & Enterprise AI