Participated · Series A · Jun 2025

Grifin offers an app that automatically invests in brands where users shop, originally branded as “Stock Where You Shop” and evolved in 2024 to an adaptive model that automatically invests $1 from transactions into related stocks. Users can manually adjust investment amounts and the company supplements investing with daily educational content to build financial literacy. Grifin reports roughly 500,000 registered users, about 1 million total downloads, and 100,000 monthly active users; its internal data showed a 234% increase in spending at Walmart six months after users bought the stock. The company plans to expand its educational offerings, build an AI chatbot to summarize platform articles and answer account questions, and introduce family plans and potential budgeting tools. Grifin was founded in 2017 by Aaron Froug, Bo Starr, and Robin Froug and has raised around $22 million to date. The app’s product and growth metrics suggest its approach resonates with both older and younger women, and the company is investing in product, software engineering, and UX to support expansion.

Participated · Equity · Oct 2024

Casap is an AI-powered disputes automation and fraud prevention platform that automates the full dispute lifecycle for banks, credit unions, and fintechs. Its platform uses AI agents to intake cases, analyze evidence, predict outcomes, and automate actions such as issuing credits, filing chargebacks, and communicating with merchants, backed by a proprietary fraud score that flags suspicious consumers and merchants. Customers including Chartway FCU and MidSouth Community FCU report over a 51% reduction in fraud losses, positive ROI in weeks, and scaled case volume without additional headcount. By replacing fragmented tools with a unified intelligent system, Casap aims to resolve cases faster and build consumer trust. The company says the $25M Series A will accelerate expansion of first-party fraud scoring and AI decisioning, support hiring, and further its vision of eliminating friction across the payments lifecycle. Casap has raised $33.5M to date and positions itself as a category leader in payment disputes automation. Casap provides an AI-powered disputes automation and fraud prevention platform with built-in regulatory expertise and network integrations. The platform intelligently analyzes evidence, predicts outcomes, and automates actions such as issuing credits, filing chargebacks, and responding to merchants. It also uses a fraud score to identify suspicious consumers and merchants to proactively reduce disputes. Casap is already serving customers across the payments ecosystem, from major fintechs and established institutions like Chartway Credit Union to Banking-as-a-Service providers and sponsor banks. The company intends to use the new funding to continue to scale its platform. Casap was co-founded by Shanthi Shanmugam and Saisi Peter.

Participated · Seed · Sep 2024

Gestalt Tech provides a unified data warehouse that centralizes and organizes lenders' scattered data to accelerate insights and AI adoption. Its core product launched in 2023 and features a patent-pending, AI-powered smart mapper, anomaly detector, and pipeline maintainer. The company says its warehouse delivers insights six times faster and five times cheaper than legacy methods and can reduce data pulls that once took months and 200+ man-hours to less than a day. Gestalt is building additional components of its unified data ecosystem, including a compliance data tape and a vendor ecosystem for one-click trials. The business serves a variety of lending segments and emphasizes faster time-to-value and operational savings for financial institutions. The seed raise and existing capital position the company to accelerate customer growth and bring more product components to market faster.

Led · Equity · Mar 2024

Ascent Platform Corporation is a NYC-based provider of financial portability solutions for banks and credit unions. It operates a data platform that merges open banking sources with other data to create a holistic view of customers and enable institutions to deliver tailored banking experiences. The company offers configurable add-on modules that unlock value from loan origination and servicing systems and enable institutions to launch bespoke lending products quickly. Those modules automate loan monitoring and renewals and help eliminate wasted effort on internal and external audits. Led by CEO Arjun Sahgal, Ascent provides the tools and data sources required to service financial institution customers. The company intends to use the $5.3M funding to expand operations and broaden its business reach.

Participated · Series A · Oct 2023

Carefull provides a background-monitoring platform that scans accounts for warning signs such as suspicious transactions, scam-related behavior changes, and mistakes associated with aging. The platform enables clients to send selected alerts or information to trusted loved ones to create shared awareness without transferring control. Carefull is designed to operate quietly alongside existing financial relationships and to complement human advisors by surfacing early indicators of vulnerability. Through its announced relationship with Edward Jones, the platform will be offered at no cost to Edward Jones’ U.S. clients via the firm’s network of more than 20,000 financial advisors. Carefull’s positioning emphasizes multigenerational planning, caregiving coordination, and preserving independence while protecting long-term financial goals. The company’s public communications highlight fraud detection, reduced caregiver stress, and earlier problem identification but do not disclose revenue, user counts, or other financial metrics.