Participated · Series A · Sep 2022

PortX offers a secure, scalable hub that unifies disparate banking systems, allowing financial institutions to modernize their infrastructure and accelerate growth. The platform leverages artificial intelligence to streamline data integration across core systems, fintech partners, applications, and payment rails. Used by banks and credit unions nationwide, PortX helps these institutions improve connectivity and operational efficiency. The company positions its solution as purpose-built for financial institutions, emphasizing rapid deployment and flexibility. By consolidating data and application interfaces, PortX enables faster innovation and expands partner ecosystems for its customers. Although the article does not disclose revenue, user counts, or profitability metrics, it notes continued backing from a roster of industry-focused investors, signaling confidence in the firm's market traction. Future plans were not explicitly stated, but the strategic capital infusion suggests ongoing platform development and customer expansion.

Led · Seed · Nov 2017

Douugh builds Sophie, an AI personal assistant/chatbot that links to users’ accounts to provide spending insights, automated saving, bill payments, money requests, and goal tracking. The startup has partnered with Choice Financial to take deposits and launch its own integrated bank account and debit card. Douugh closed a $2.5 million seed round to expand its US platform before rolling out in Australia and other markets via similar open‑banking partnerships. Founder and CEO Andy Taylor, who co‑founded SocietyOne, launched Douugh last year to focus on financial wellness through AI and machine learning. The company is developing an API product, Douugh Connect, to enable Sophie to coach users and execute financial tasks more cohesively and on autopilot. With the seed funding and the Choice Financial partnership, Douugh aims to use banking authorization to deliver more services and secure additional partners.