Participated · Seed · Aug 2026

Advocate Technologies offers a commercial insurance benchmarking platform that enables policy servicing, proposal generation, coverage analysis, portfolio-wide gap assessment, and insights into carrier appetite and pricing. Its World Insurance Model (WIM) is an AI engine that reads unstructured insurance policy documents and converts them into the company’s proprietary standardized structure. Built on $7.3 billion in premiums and 70,000 policies, the platform benchmarks price and coverage-quality and can read policies in minutes, replacing days of manual review while identifying material coverage gaps and premiums. The company is led by CEO and co-founder Ashwin Agarwal, Head of Product Engineering David Haddad, and CTO and co-founder Dimitris Psaropoulos. Advocate is headquartered in New York City and also has offices in Prague and Athens. Following its official launch, the company plans to expand operations and accelerate product development using proceeds from its seed round.

Led · Equity · May 2026

Novella is an AI-native wholesale insurance broker co-founded in 2024 and headquartered in New York with an R&D facility in Tel Aviv. Its specialty AI agents perform placement, binding, form comparison, policy review, subjectivity collection, inspections, billing, endorsements, renewals, and other broking tasks to enable producers to focus on client relationships. The company has been appointed by close to 100 specialty carriers and managing general agents and receives business from more than 3,500 retail agencies. Novella has opened offices in Miami and Houston in 2026 and plans additional regional offices, including southern California in Q2. Leadership includes CEO and co-founder Max Kane, CTO Michael Tsibelman, and Head of Brokerage Alex Broome. Novella aims to become a top-five U.S. wholesale Excess & Surplus broker with $10 billion of premium within the decade.

Led · Series B · Jan 2026

Sixfold AI offers an "AI Underwriter," a suite of autonomous agents that handle end-to-end underwriting tasks for global P&C insurance carriers. The platform plugs directly into existing workbenches and policy administration systems, allowing fast deployment without disrupting underwriters’ workflows. To date, Sixfold has processed more than one million submissions across over 40 lines of business for insurers that collectively write $265 billion in gross written premium. Customers such as Zurich North America, Guardian, Generali GC&C, and Skyward Specialty report tangible gains, including a 35% reduction in quote response time and up to two hours saved per submission. With new funding, the company plans to deepen its research and engineering resources, integrate broader data sources, and expand commercial operations in North America, Europe, Latin America, and Australia. Ultimately, Sixfold envisions underwriting operations running entirely on its AI while human underwriters focus on strategic portfolio management.

Led · Series A · Sep 2025

LightSpun (formerly 32Health) builds an AI-native platform for dental insurance administration that automates claims administration, benefits management, and provider onboarding and credentialing. Its platform auto-adjudicates over 90% of claims, cuts provider onboarding from 45–60 days to under a week, and halves administrative costs for customers. This year the company expanded its client base with leading payers and DSOs, doubled its annual recurring revenue, and has processed over 175K dental providers on its platform. LightSpun collaborated with the American Dental Association to launch AI-driven credentialing to streamline nationwide onboarding. The company will use the new funding to accelerate its AI platform, expand engineering and product teams, simplify customer onboarding, and grow partnerships. Headquartered in Boston, LightSpun aims to help more insurers and dental service groups achieve AI-driven efficiency by the end of 2026.

Led · Series A · Sep 2025

Dispatch builds AI-ready data infrastructure that syncs and reconciles client information across advisor tech stacks, automating onboarding, account opening, advisor transitions, and ongoing client-data maintenance. The platform offers extensive bi-directional integrations, syncing thousands of data points across CRM, financial planning, billing, reporting, document storage and e-signature tools, with both form-based and API connections to all major custodians. Its proprietary Form Builder can complete every field on custodial forms, and Dispatch says its automation has saved firms thousands of hours while reducing costly errors by over 90%. Over the past year Dispatch added large firms including Mariner, Sanctuary Wealth and Choreo, which together represent more than $1 trillion in assets under advisement. The company plans to use new capital to accelerate investment in agentic workflows and AI-driven data orchestration to power advisor AI toolchains. Rob Nance is CEO and co-founder, and Dispatch positions itself as the backbone of modern advisor AI tech stacks. Dispatch, rebranded from OneAdvisory, provides a data orchestration platform that syncs client data across an advisor’s tech stack and offers an API for wealthtech integrations. The platform coordinates updates in real time and removes the need for duplicate data entry, supporting bidirectional sync across systems. Over the last year Dispatch helped a $15 billion RIA generate more than $13 million in additional annual revenue through improved efficiencies. The company is led by co-founders Madalyn Armijo, Rafi Lurie and Rob Nance and employs technologists and wealth-management professionals with experience at firms such as Uber, Noom, Dimensional Fund Advisors, Morgan Stanley and Wells Fargo. Dispatch plans to use the new capital to invest heavily in engineering and client-service resources and to form additional partnerships with CRMs, financial planning tools and custodians.