Participated · Debt Financing · Feb 2026

Ownwell modernizes the traditionally opaque property-tax appeal process by combining local tax expertise with proprietary technology that automates complex steps and analyzes millions of property records. The company manages appeals end-to-end with no upfront fees and charges a 25% contingency only when savings are achieved. To date, it has processed more than one million appeals, delivering over $400 million in total savings for property owners and averaging $774 in annual savings per customer with an 86% success rate. Ownwell’s core offering now spans Texas, Illinois, Florida, Georgia, California, Washington, and New York, and the firm has launched a National Appeals Packet that uses AI-generated data to let homeowners nationwide file their own appeals. Beyond tax appeals, it also offers tax-bill management, mortgage, insurance, energy-saving, and other bill-reduction services to lower overall homeownership costs. The company intends to use new capital to accelerate product development and support nationwide expansion so it can help “millions more” homeowners combat rising costs. CEO and founder Colton Pace positions Ownwell as a “done-for-you” solution that levels the playing field between individual homeowners and large real-estate investors.

Participated · Series A · Jan 2026

Founded in 2018 by Aaron Hannon, Dr. Barbara Oliveira and Professor Martin O’Halloran, Luminate builds an ecosystem that lets cancer patients receive treatment at home rather than in hospital settings. Its first two devices, Lilac and Lily, are designed to mitigate common chemotherapy side effects—peripheral neuropathy and hair loss—and are currently in multi-center clinical trials across the US and Europe, with commercial launch targeted for 2027. The company plans to open access to home cancer care at 40 partner oncology clinics and introduce a patient-led home infusion technology by mid-2026. Clinical data from its neuropathy prevention study are expected in mid-2026, which will inform regulatory and market rollout. Luminate operates from Galway with additional offices in Chicago, San Antonio and Omaha. Including the latest raise, the startup has secured $50 million in funding to date, supporting product development, clinical validation and commercial expansion.

Participated · Debt Financing · Aug 2025

1Kosmos offers a unified platform that combines identity proofing, credential verification, and phishing-resistant passwordless authentication using live biometrics. The platform encrypts PII and stores data on a private, permissioned blockchain to reduce centralized attack surface. 1Kosmos is enhancing its product with machine learning and generative AI for adaptive authentication, smarter identity verification, and threat detection. It holds enterprise-grade certifications including FIDO2, NIST 800-63-3, ISO 27001, SOC II Type 2, and FedRAMP High. The company conducts millions of authentications daily and was selected, via Carahsoft, for a 10-year, $194.5 million blanket purchase agreement to supply identity proofing to Login.gov. 1Kosmos plans to use new funding to advance R&D, scale direct and channel sales across North America, EMEA, and APAC, and deepen integrations with IAM, CIAM, PAM, and zero trust platforms. 1Kosmos unifies identity proofing and passwordless authentication through its BlockID platform. The platform creates distributed digital identities to prevent impersonation, account takeover, and fraud while delivering frictionless user experiences. BlockID is NIST, FIDO2, and iBeta biometrics certified and performs millions of authentications daily for large banks, telecommunications, and healthcare organizations. The company supports passwordless access, multi-factor authentication, Zero Trust, and distributed identity with privacy and user consent. 1Kosmos is funded by Forgepoint Capital and is headquartered in Somerset, New Jersey. Leadership has stated a roadmap to eliminate silos between authentication and identity verification to expand market leadership. 1Kosmos develops the BlockID distributed digital identity platform to unify identity proofing and passwordless authentication for employees, consumers and citizens. The FIDO2- and NIST 800-63-3–certified platform creates a portable digital wallet, performs millions of authentications daily, and is managing more than 50 million identities. In its first year of commercial sales the company established go-to-market partnerships with major telecom providers, Fortune 100 financial institutions, and expanded into APAC and Mexico via partnerships. 1Kosmos introduced app-less authentication, a Passwordless Identity Package for enterprises, and SIM-binding capabilities to reduce online fraud. The company reported record 2021 results including a 5X increase in bookings, 3X growth in new customers, and a doubling of its workforce. It also expanded its leadership team and received multiple certifications and analyst citations, positioning it for accelerated growth in 2022. Headquartered in Somerset, New Jersey, the company is funded by Forgepoint Capital.

Participated · Debt Financing · Jul 2025

Small Door Veterinary operates a membership-based veterinary care model that combines primary care, stress-free clinic environments, 24/7 telemedicine, and transparent pricing. The company emphasizes hospitality-grade service alongside clinical rigor to improve experiences for pets, pet parents, and medical teams. Small Door currently operates across the Northeast and Mid-Atlantic and is expanding nationally, recently opening practices in McLean, VA and Park Slope, Brooklyn. The company hired Kristen Lombardi as its first-ever Chief Operating Officer to support scaling operations. Small Door raised $55 million in new capital—$35M equity and a $20M debt facility—to fund growth, strategic new openings, and investments in member services, medical operations, and technology infrastructure. Management says it will continue growing in core markets while preparing for thoughtful, sustainable expansion. Small Door operates a membership-based, technology-powered veterinary care platform that combines in-person clinics with 24/7 telemedicine and modern facilities staffed by veterinarians trained at top programs. The company emphasizes personalized, high-engagement care and reports among the highest engagement rates in the industry measured by visit frequency and ARPU. Small Door currently operates five practices in New York City and has delivered tens of thousands of member consultations; its most mature units have generated healthy cash flow. It is a Certified B Corp and operates AAHA-accredited practices. The company plans to use new funding to expand beyond New York into Boston and Washington, D.C., opening five new locations in the first half of 2023. Funding will also support continued development of the Small Door platform. Small Door Veterinary is a New York–based membership veterinary care company that provides membership-based care, 24/7 telemedicine, and transparent pricing delivered with hospitality in spaces designed by animal experts. The company opened its first location in Manhattan’s West Village in early 2020 and will open a second practice on the Upper East Side in 2021. Co-founded by Josh Guttman and Florent Peyre, Small Door plans to expand its physical footprint to 25 locations by 2025. Small Door intends to use the funds from its recent raise to expand operations and its business reach. The company also announced that CityMD co-founder and Chief Growth Officer Nedal Shami has joined its board of directors. Financial operating metrics (revenue or user counts) were not disclosed in the article. Small Door operates a membership model that gives members a set number of annual check-ups, priority access to specialists, and virtual access to veterinarians based on membership tier. The company says the membership revenue model lets vets spend more time with each patient and reduces waiting-room wait times. Small Door was founded as a Public Benefit Corporation and emphasizes the wellbeing of vets and pets as key stakeholders. The startup plans to use new funding to further build out its team and product. It also intends to open its first Small Door clinic in New York City in the fall. The company has raised a seed round to support these expansion and product efforts.

Led · Equity · Jul 2025

ValGenesis offers ValGenesis Smart GxP, a cloud-based, AI-enabled platform for end-to-end validation and process lifecycle digitalization in regulated life sciences industries. The platform unifies risk-based validation and process automation to streamline compliance, traceability, and efficiency at scale. The company says it is trusted by 30 of the world’s top 50 life sciences companies and has delivered double-digit year-over-year growth. ValGenesis recently launched an AI-assisted validation program and holds a growing number of issued patents supporting its product roadmap. Current plans include accelerating global expansion across North America, Europe, and Asia‑Pacific, strategic hiring, regional partner expansion, and customer success initiatives to meet rising demand. The company is backed by investment funds managed by Morgan Stanley Expansion Capital. San Francisco-based ValGenesis offers the industry's first proven, fully paperless Enterprise Validation Lifecycle Management System (VLMS) delivered via a private secured Cloud. The platform is positioned as a system of record for validation, is validated, fully configurable, and rapidly deployable. ValGenesis says it is the inventor and first-mover to digitize the validation lifecycle and is compliant with U.S. FDA 21 CFR Part 11 and Annex 11. The company reports being trusted by over 30 of the top 50 global life science companies. With the new funding, ValGenesis plans to bolster sales, accelerate innovation in digital validation technologies (including AI, IoT, AR-enabled capabilities cited by the company), and expand global deployment. The company also highlights prior product development activity in 2020 that augmented its VLMS with cutting-edge digital validation technologies.