The Venture Codex

Participated · Series B · Apr 2026

Wealth.com provides a purpose-built AI platform that unifies estate and tax planning into a single system for financial advisors and institutions. Its proprietary Ester Intelligence engine is trained on estate and tax scenarios to deliver deterministic, auditable outputs and powers end-to-end advisor workflows and integrations. The company reported 664% year-over-year growth in AI-powered workflows and has achieved at least 3x revenue growth in each of the last four years. Wealth.com supports advisory firms that collectively service more than $15 trillion in client assets, processed over 100,000 estate documents in 2025, and performs thousands of deterministic calculations per estate distribution. It has expanded into tax planning, secured approvals from the three largest U.S. broker-dealers (unlocking access to over 50,000 financial advisors), and holds agreements with three of the top five banks. Wealth.com has been recognized in industry surveys and awards, including category leadership in estate planning market share in the Kitces AdvisorTech Survey and inclusion in the CB Insights Fintech 100.

Led · Series B · Oct 2025

Founded in 2019, Qapita offers a cloud platform that automates cap table management, employee equity administration, and secondary share transactions for private companies across Southeast Asia, India, and the United States, while also servicing listed firms in India. The company reports about 2,700 corporate clients, with roughly 70% in India and 20% in Southeast Asia, and says it serves around half of India's unicorns. Approximately 1,400 of these companies pay for at least one Qapita service, while early-stage startups can access the platform for free. Leveraging customer feedback, Qapita expanded from simple cap table tools to comprehensive equity and stock-plan management features, and it now plans to introduce a fund-administration product across multiple markets. A newly announced partnership powers Schwab Private Issuer Equity Services, positioning Qapita to significantly deepen its footprint in the U.S. market. The startup employs about 300 people and has raised more than $80 million to date.

Participated · Series B · Jan 2019

Hyperscience builds a human-centered automation platform that combines machine learning with proprietary human-in-the-loop functionality to automate complex business processes. The platform converts data, people, and processes into configurable digital assembly lines and workflows that evolve continuously. Hyperscience emphasizes adaptability to business changes and reduced change-management costs. The company says its technology handles unstructured data and is expanding beyond text to support modalities such as voice and images. It plans to invest the new capital in talent and R&D, both organically and via acquisition; the announcement followed its first acquisition. The company reports nearly 400 global employees, a 72% year-over-year headcount increase. Hyperscience is a data entry automation company based in NYC, London and Sofia that provides a platform for document processing and business-process automation. The platform uses horizontal, stackable blocks and workflows to build vertical solutions that automate tasks such as claims processing and loan origination. Those blocks implement purpose-built document processing functions — including Classification, Extraction, and Collation — with independent configurability to turn unstructured input into business outcomes. The company says it will use the new funding to accelerate development of the platform, including data validation and unstructured data processing, and to build out its partner and channel ecosystem. Leadership cited in the report includes CEO Peter Brodsky and COO Charlie Newark-French. Financially, the company raised an $80M Series D that brought its total funding to $190M. Hyperscience provides a Software-Defined, Input-to-Outcome Automation platform and an Intelligent Document Processing solution used to build and run mission-critical processes. Its platform lets enterprises build and roll out new business processes with built-in automations, reduce manual errors, increase employee productivity, and eliminate the need for transformation. The company counts implementations at financial services, insurance, healthcare and government organizations, including TD Ameritrade, QBE Insurance Group Limited and Voya Financial. Founded in 2014 and led by Peter Brodsky, Hyperscience has more than 140 employees and offices in New York City, Sofia (Bulgaria) and London (UK). The company raised funding to continue expanding operations, advance development efforts and grow its business reach. The article reports a $60M Series C round as the current financing event. HyperScience builds machine-learning software that converts human-readable forms, freeform documents and complex form data into machine-readable data. It launched out of stealth in 2016 with enterprise products for healthcare, insurance, finance and government, originally marketed as HSForms, HSFreeForm and HSEvaluate. The company has consolidated those offerings into a single product called HyperScience that aims to reduce data-entry backlogs and automate document processing. HyperScience charges customers by documents processed rather than by seat. The firm closed a $30 million Series B, bringing total funding to $50 million, and said it will use a good deal of the funding to grow the team. CEO Peter Brodsky said the product works and that success will depend on the company’s ability to build and scale the team. HyperScience builds enterprise-grade machine-learning and AI solutions to automate manual office work and data entry. Its products are used by large organizations across insurance, financial services, healthcare, and government. The company reports doubled processing throughput for wealth-management client account forms at a global financial services firm and quadrupled throughput for a large brokerage firm's file-migration project versus manual approaches. HyperScience's technology converts human-readable content into machine-readable data, enabling straight-through processing even for handwritten and low-resolution documents, faster customer responses, and unlocking previously trapped data. The company is working beyond manual data entry and is collaborating with customers to rethink operational platforms for more scalable, effective, and personalized service.

Participated · Series B · Dec 2018

ErisX launched a spot market supporting dollar trading pairs for bitcoin, bitcoin cash, litecoin and ethereum, plus bitcoin trading pairs with the other three cryptocurrencies. Its platform includes both an exchange and a clearinghouse, allowing custody of cash and digital assets. The company says the spot launch is an initial step toward broader plans to offer futures, which are pending regulatory approval of its derivatives clearing organization (DCO) application with the CFTC. ErisX is continuing to build out its exchange and clearinghouse technology stacks and to onboard clients. Management expects customers for both spot and futures markets in the coming months as the platform develops. The company has been fundraising to support that development and has also added NYDIG COO/CFO Rob Flatley to its board alongside ConsenSys' Joseph Lubin. ErisX operates a single platform for individuals and institutions to access digital asset spot and futures markets, combining professional trading tools with regulatory oversight. The company plans to enable trading of cryptocurrencies such as Bitcoin, Litecoin, and ether on both spot and futures markets starting next year, pending regulatory approval. ErisX intends to operate as an intermediary-friendly, CFTC-registered futures exchange with a clearing organization registration pending, and to run a regulated spot market for digital assets. The firm emphasizes security and regulatory compliance as core differentiators for institutional and individual participants. Leadership includes CEO Thomas Chippas, chief commercial officer Kelly Brown, and Head of Clearing Liz James. Financially, the company recently completed a Series B round to fund platform development and team expansion. ErisX is launching a derivatives exchange (DCM) and clearing organization (DCO) that will offer fully regulated digital asset futures and spot contracts on a single platform. The platform is designed to provide a regulated, transparent and stable venue with centralized exchange infrastructure for institutional and individual traders. ErisX plans to integrate digital asset products and technology into compliant capital markets workflows and to accelerate investments in the platform and team following a recent funding round. Leadership changes accompanying the launch include Thomas Chippas as CEO and Neal Brady as Executive Chairman. The company is backed by a broad syndicate spanning traditional capital markets and digital-asset investors, which the team says will contribute expertise and market input. Aspects of the offering are pending regulatory approval; no revenue or user metrics are disclosed in the announcement.

Led · Series B · Oct 2012

Pearl.com is a paid professional Q&A marketplace connecting users with professionals such as doctors, lawyers, electricians, and mechanics. Users pay per question (typically $8 to $80) or a $49 monthly subscription for unlimited questions; the company says it provides access to more than 10,000 professionals across roughly 700 specialties. Pearl differentiates itself from referral networks like Avvo and public forums like Quora by paying professionals to answer questions directly, aligning incentives toward fast, high-quality responses. The company reports top-line revenue of more than $100 million and employs roughly 300 people, about half of whom are full-time. With its recent funding, Pearl plans to expand its product globally, build out its mobile presence, and grow its staff. The company also hired Erik Zech as its first-ever CFO to manage outside investment and customer-generated revenue.