Led · Series A · Oct 2023

LegalMation is a Los Angeles, CA–based SaaS market leader in generative AI-driven solutions for high-volume litigation. Its platform dynamically produces fully formatted responsive pleadings, discovery requests and responses, and other documents, tailoring claims, allegations, and requests to jurisdictional requirements and an attorney’s style and response strategy. Led by co-founder and CEO James M. Lee, the company targets legal departments of large corporations, insurance carriers, and law firms. Customers include the nation’s top insurance carriers, large enterprises such as Walmart, and numerous law firms including Sheppard Mullin, Ogletree Deakins, Fisher Phillips, Nelson Mullins, Baker Donelson, and Jackson Lewis. The company raised $15M in a Series A financing. It plans to use the funds to deepen platform functionality, support growth of its customer base, and build new end-to-end litigation workflow automation and analytic tools. LegalMation builds next‑generation AI and machine‑learning platform tools for law practices, including pleading and discovery AI applications and a litigation analytics platform to improve how cases are handled, assigned, settled, valued, and resolved. Its platform is used by corporate legal departments and law firms, including Walmart and Ogletree Deakins, as well as several national insurance carriers. The company intends to use newly raised funds to continue expanding operations and its business reach. LegalMation launched in the Spring of 2018 and is led by CEO James M. Lee; it is based in Los Angeles, CA. The company raised a funding round of undisclosed amount. Backers include REV Venture Partners, Relativity, Bridge Investments and Key Venture Partners.

Led · Series B · Aug 2023

Flueid builds a VOT™ (Verification of Title) product suite that uncovers title condition and associated risks at the start of residential real estate transactions. Its offerings include an upfront TitleCheck® verification and the title underwriter‑approved Flueid Decision platform, which aim to expedite title search and examination and automate title insurance underwriting. The tools are used by title agents, underwriters, mortgage lenders, servicers, and real estate professionals to improve transparency and reduce transaction complexity and timelines. The company says its technology has gained strong momentum in the title industry and is widely accepted by top insurers. Flueid plans to scale its VOT solutions across the real estate lifecycle and use new capital to accelerate product development, business growth, and go‑to‑market initiatives. The company positions VOT as a standard verification service to foster greater integration between mortgage originators and title providers. Flueid develops the Flueid Decision platform to deliver Verification of Title (VOT) solutions that integrate title data and intelligence into workflows across the real estate life cycle. Since launching in 2020, the company has scaled the platform and added decisioning capabilities for loss mitigation, loan modification, refinance, home equity and purchase. It has integrated the platform with two point-of-sale and loan origination systems to enable mortgage lenders and credit unions to conduct title checks at loan origination. Flueid emphasizes title underwriter-approved logic, rule sets, robust data sets and industry best practices to support lenders, servicers, title agents, underwriters, fintechs and platform providers. The company plans to use the Series B1 funding to add integrations, refine its purchase solution, and introduce default and capital markets offerings to round out its VOT suite. Headquartered in Austin, Texas, Flueid positions VOT as a new category to bring title intelligence upstream and streamline transactions. Flueid’s core product, Flueid Decision, is a title-data-driven platform built on a security-first architecture that embeds data and insights into POS, LOS, TPS, servicing platforms and marketplaces. The platform is adopted by multiple Fortune 500 companies, including top lenders, brokerages, marketplaces, title agents, underwriters and servicing platforms to power workflow decisions. As of summer 2022 Flueid supported more than one million transactions; in 2021 the company reported a 400% increase in revenue and an 800% increase in monthly transaction volume. The company has expanded beyond refinance capabilities to add purchase and home equity transactions and plans to mature and scale products to support home equity and loss mitigation strategies. Flueid has achieved SOC 2 Type I and Type II certifications, was awarded its first patent and a continuation patent, and acquired next‑gen real estate software provider Vodii. Management describes the company’s mission as making the real estate process more fluid and delivering a seamless consumer experience across market cycles. Flueid Software Corporation, based in Austin, Texas, is a fast-growing insurtech that provides real estate closing automation solutions to the title insurance, real estate, and mortgage lending industries. Its products use data and automation to eliminate inefficiencies and automate backend title processing and closing functions. Flueid recently released a solution for mortgage lenders and servicers that delivers an underwriter-backed title clearance decision and turn-time estimates, accelerating loan pipeline management. The company works with major title insurance, real estate, and mortgage lending partners and emphasizes enterprise-wide automation to increase productivity and reduce redundancy. Flueid plans to use the investment to continue technology development, support current product implementations, and penetrate additional markets through sales and marketing expansion.

Participated · Series A · May 2023

Cloverly is an Atlanta, GA–based provider of a technology-powered climate action platform that functions as digital infrastructure for the voluntary carbon markets. The platform is used by more than 200 enterprises worldwide across financial services, technology, ESG/carbon accounting, supply chain, and eCommerce, and it supports project developers and suppliers managing carbon credit operations. The company raised $19M in a Series A to accelerate development of its digital infrastructure, including a new supplier platform. Cloverly intends to use the funds to triple its team and to launch a second headquarters in London. The raise positions the company to expand its product and supplier capabilities within voluntary carbon markets. Cloverly offers an API that measures carbon emissions from various business activities and automates the purchase of carbon offsets while providing comprehensive reporting. The API is designed to be flexible for different customers and, once integrated, operates automatically. Cloverly monitors public offset markets to ensure sources are credible and adds new ones as they develop. The company says it works with over 600 brands that have offset more than 55 million pounds of carbon to date. The API was conceived by founder Anthony Oni while at Southern Company and spun out on Earth Day 2019. Oni has stepped back from day-to-day operations and former eBay executive Jason Rubottom has been hired as CEO; Oni will remain on the board as an advisor.

Led · Seed · Feb 2023

Oka is a fintech that builds insurance solutions to cover risks tied to carbon credits. Founded in 2023 by Chris Slater, the company has developed a full-stack insurance platform and a flagship product called Carbon Protect™ offering post-credit coverage against invalidation or unexpected CO₂ releases (for example fires or deforestation). Carbon Protect™ is designed to protect investors, developers and buyers from events that could compromise the financial value of purchased credits. Oka has activated Syndicate 1922 at Lloyd’s of London to underwrite policies and scale its offerings. Financially, the company completed a $2.6M seed round most recently and previously raised $10M in March 2024 and $7M in February 2023. Oka’s stated aim is to make every carbon credit insurable, increasing transparency and scalability in climate finance. Oka, The Carbon Insurance Company™, provides insurance that compensates buyers for unforeseeable and unavoidable post-issuance risks to carbon credits, including reversal and invalidation. The company aims to de-risk the voluntary carbon market for buyers and sellers and has described insurance as the "missing piece" to unlock market scale. Led by CEO Chris Slater, Oka says it has early customer traction. Oka raised $10M in funding to support its risk-based capital requirements and operational growth. The financing was led by Aquiline Capital Partners and firstminute capital, with Overview Capital participating. Management described the capital as a vote of confidence that moves the company closer to its vision of insuring every carbon credit. Oka is a Park City, UT-based company that provides insurance solutions for companies and organizations engaging in the carbon credit market. Its primary product is a policy that replaces carbon credits if they are destroyed or later found to be invalid, aiming to provide security and confidence to the voluntary carbon market (VCM). The company plans to use the funds from the seed round to scale its carbon credit insurance offerings and address the risks large U.S. corporations face when buying credits to offset emissions and meet net-zero targets. Oka raised over $7M in Seed funding to support that scaling. The round was led by Aquiline Technology Growth with participation from Firstminute. Led by Founder and CEO Chris Slater, Oka has a dedicated team of experts helping clients navigate the complex carbon credit landscape and achieve their sustainability goals.

Led · Series B · Feb 2023

Landytech provides a centralised investment data platform, Sesame, that consolidates asset data across all asset classes to unlock advanced analytics and portfolio-level reporting. Led by CEO Benjamin Mouté, the company serves over 70 clients, maintains more than 400 custodian connections, and employs over 100 people. Headquartered in London with an office in Paris and founded in 2019, Landytech plans to use its latest financing to enhance Sesame and continue strategic expansion across European markets. The firm raised £5M in financing from CIBC Innovation Banking in this round. According to the release, the company has raised $20M USD to date. The platform's consolidation of multi-asset data is intended to deepen analytics and reporting capabilities for asset owners, managers, and advisors. Landytech provides Sesame, an investment reporting platform that consolidates data, delivers portfolio analytics and automates investment reporting. Sesame serves asset managers, family offices and trustees, helping streamline reporting processes and inform investment decision making. The platform is designed to save time, reduce costs and give users confidence in the data underlying critical investment decisions. Landytech is led by CEO and founder Benjamin Moute and is based in London and Levallois-Perret, France. The company raised $12M in a Series B funding round and intends to use the proceeds to grow its platform.