Participated · Series A · Jun 2026

OpenYield develops a bond trading platform intended to modernize fixed-income markets by bringing them into more electronic, accessible venues. The company plans to integrate its platform with LeveL Markets’ alternative-trading system to provide stock investors access to fixed-income inventory. Jonathan Birnbaum is the founder and chief executive officer. Financially, the company recently raised $6 million in a round led by LeveL Markets. The article did not report revenue, users, or other operating metrics.

Led · Seed · Apr 2026

Onsetto pivoted from its origins as the college-athlete crowdfunding app Roy to become a fintech platform focused on streamlining client onboarding for financial institutions. The company claims it can reduce onboarding timelines to about 10 days versus the industry norm of roughly a year. Since the pivot, Onsetto has signed 30 banks within four months, demonstrating early commercial traction. Founder Cale Johnston leads the transformation and strategy. Onsetto recently raised a $9 million seed round to support its growth. The reporting did not provide revenue, user, or other detailed operating metrics.

Led · Series A · Nov 2025

Founded in 2024 by Clarence Chio and Kao Zi Chong, San-Francisco-based Coverbase provides a security-first, AI-driven platform that automates third-party risk assessment and broader procurement workflows. The software integrates sourcing, intake, contract management, and purchase-order creation while continuously monitoring vendor risk, replacing manual questionnaires with real-time intelligence. More than 40 customers—including Nationwide Insurance, Coinbase, Okta, and Navy Federal Credit Union—report 90-92 percent reductions in procurement workload, which the company equates to roughly $180 million in saved labor hours. Designed for highly regulated industries, the platform positions procurement as a decision-making engine rather than a bottleneck, helping organizations deploy new technologies faster and more securely. With fresh capital, Coverbase plans to extend its reach beyond financial services into healthcare, pharmaceuticals, and other regulated sectors, while adding features such as spend analysis, contract intelligence, and invoicing. The company’s mission is to embed security, risk, and compliance into every supplier interaction at Fortune 500 companies, banks, and security-conscious enterprises. To date, Coverbase has raised $20 million in venture funding.

Led · Equity · Oct 2025

SavvyMoney is an industry leader in financial wellness and growth solutions for financial institutions. Its integrated platform embeds real-time credit score insights, financial wellness tools, personalized offers, and advanced analytics directly into digital banking experiences, helping institutions deepen customer engagement. The software connects with over 40 digital banking platforms and currently supports a network of 1,500+ institutional partners. Through strategic moves such as the acquisition of CreditSnap, the company now powers intelligent loan origination, deposit, and account-onboarding solutions. The newly raised capital will fund an expanded product roadmap, AI-driven features, and additional go-to-market investments. Headquartered in Dublin, California, SavvyMoney combines innovative technology with hands-on service to help consumers take confident financial action while driving revenue for its clients.

Participated · Series B · Oct 2025

Founded in 2022 and based in San Francisco, Liberate Innovations develops reasoning-based AI agents and a voice assistant called Nichole that plug directly into insurers’ existing systems to automate end-to-end tasks such as quoting, claims processing, and policy endorsements. The platform operates across phone, SMS, and email channels, delivering 24/7 customer interactions while a Supervisor tool flags anomalies and routes edge cases to human staff to maintain compliance. Liberate’s technology has boosted carrier sales by an average of 15 % and reduced costs by 23 %, according to the company. Usage has scaled from 10,000 monthly automations a year ago to 1.3 million automated resolutions today, and the startup now serves more than 60 customers, primarily within the top 100 U.S. property-and-casualty carriers and agencies. All interactions are auditable and reinforced through industry-specific guardrails tailored to regulated insurance conversations. Liberate employs roughly 50 people and plans to use new capital to deepen its reasoning capabilities and expand deployments across additional insurers. To date, the company has raised $72 million in venture funding.