Participated · Seed · Apr 2025

Warrant builds an AI compliance agent that reviews and approves marketing materials—websites, social posts, decks, emails, video, and influencer partnerships—for financial services, real estate, and insurance teams. The system learns from a company’s previously approved content to provide suggestions aligned to brand voice and risk tolerance, and it analyzes enforcement actions, regulatory press releases, and sanctions to stay current. Warrant offers a library of thousands of federal, state, and platform-specific policies while allowing customers to create their own rules and streamline approval workflows across legal, compliance, and partner stakeholders. Early adopters (Holdings, Future Money, Relli) report cutting marketing review times from an industry average of six hours to about 15 minutes. The team plans to use the new funding to expand development of webhooks and integrations across marketing, sales, and CX tech stacks so compliance checks can be embedded directly into existing tools. The founding team includes CEO Austin Carroll (ex-Mercury, Brex, Capital One) and CTO Daniel Chopson (ex-Cove.Tool), and the company is supported by advisors from Dave, American Express, Melio, Brex, and current regulators.

Participated · Seed · Apr 2024

Bump is a creator-focused platform that helps creators track income, market value, and manage business finances to negotiate better deals and see owed payments. The company was launched in 2020 by James Jones and Anton Kovalyov, who serves as CTO. In 2022 Bump launched the Bump Creator credit card in partnership with Mastercard, marketed with no monthly or hidden fees and available without a credit check. Bump also works with a banking institution to offer direct deposit accounts that let creators earn interest on cash placed in a money market account. The company says it will use the latest fundraise to expand and refine its infrastructure. To date Bump has raised $3.5 million, including the newly announced seed round.

Participated · Seed · Nov 2023

Playbite operates a casual games hub available on the App Store, Google Play and the web, hosting 42 single- and multiplayer titles. The platform is monetized via ads, in-app purchases and a Playbite+ subscription that removes ads. Users can also win tangible prizes such as gift cards, plushies and consoles. Playbite currently hosts "several hundred thousand" monthly active users, a metric the company aims to grow with new investment. Company leadership has expressed a goal of becoming ubiquitous for casual games on phones, similar to Spotify's role in music. The business recently secured funding to support that expansion.

Led · Equity · Sep 2023

URBO Studio provides software solutions for booking, management, and online and offline sales aimed at creative and recreational service businesses. Its product suite includes marketing, sales, and customer engagement tools with integrations such as Viber Business Messaging, Viber ChatBot, SMS API, email client and social network integrations, and various payment and credit provider options. The company also works via business-to-government (B2G) partnerships to improve public services in the tourism industry. URBO Studio positions itself to digitize service business workflows and support reservations and sales channels. In September 2023 it raised €1.2M from Capital Investments VC to fund expansion across Central and Eastern Europe and the Middle East. The article does not disclose operating metrics or prior financing rounds.

Led · Series A · Feb 2021

Capitalize provides a platform that digitally locates and transfers legacy retirement accounts (such as 401(k)s) for consumers and financial institutions. Its core product includes enterprise-grade APIs, most recently an Embedded Rollover API that lets partners power rollovers natively in onboarding and funding flows. Since launching in 2020, the company is processing several billion dollars of rollover volume annually, and both rollover volume on the platform and revenue have grown approximately 6x in the last 18 months. A meaningful portion of growth has come from its Enterprise business, which embeds Capitalize technology into partner flows to find and transfer employer‑sponsored retirement accounts. Capitalize plans to use new funding to accelerate technology investment in its core rollover platform, add features and transfer types, and expand support for partners, financial advisors, and recordkeepers. The company has received recognition from TIME, Fast Company, and Forbes for its product and impact on retirement savings. Capitalize offers an online platform that helps consumers locate misplaced 401(k) accounts, compare and open IRAs, and consolidate retirement plans for free. The service automates a process that is often manual or accessible only to those with large asset balances, and it also provides employers a free offboarding rollover service. Capitalize earns referral fees from provider partners when users open IRAs through commercial relationships. The company was founded by Gaurav Sharma and CTO Chris Phillips in late 2019 and formally launched last September. Since launch the platform has processed almost $10 million in rollover volume and attracted early users during pandemic-related layoffs. Capitalize plans to use new capital to refine and streamline its product and continue investing in technology. Capitalize is an independent fintech platform that locates former 401(k) accounts and initiates rollovers on users' behalf, offering the service for free. The platform matches users to IRAs at leading financial institutions and manages the entire rollover process as an online alternative to the manual, paper-based process. Capitalize aims to address frictions in the $20 trillion retirement savings market by helping Americans consolidate legacy 401(k) accounts as they change jobs. The company accelerated its launch to help workers affected by COVID-related layoffs and cites market statistics such as over 15 million job-changers annually and high levels of cash-outs. Over time Capitalize intends to help users manage all of their employer-sponsored and individual retirement accounts as they move throughout their careers. The company closed a $2M Seed round and will use the funding to build out platform capabilities and hire additional operations, product, and engineering team members.