Participated · Equity · Feb 2026

Accrual is a San Francisco-based AI-native accounting platform designed to unify and automate the tax preparation and review workflows of professional accounting firms. Its software employs AI agents that read and organize diverse client inputs—ranging from complex K-1s and 1099s to spreadsheets, emails, and multi-hundred-page statements—then generate follow-up questions and produce draft returns ready for human review. By structuring data at ingestion and integrating with existing tax engines, the system cuts preparation time by more than 85% and review time by up to 60%, effectively adding the capacity of one accountant for every 50 complex returns processed. Early pilots with H&R Block, Armanino, Creative Planning, and other Top 100 firms have saved thousands of hours per tax season while increasing accuracy and consistency. The company is presently focused on individual tax returns but plans to extend its platform to additional return types and broader accounting workflows. Proceeds from its recent $75 million raise are earmarked for continued product and AI development, hiring engineers and accounting experts, and scaling firm onboarding. Founded by former Stripe and Brex engineering leaders, Accrual aims to become foundational infrastructure for next-generation accounting services.

Participated · Seed · Oct 2025

Founded in 2023, Aboon is a modern, AI-driven third-party administration (TPA) platform focused on simplifying workplace retirement plans for financial advisors and the business owners they serve. Its software combines AI automations, intuitive digital workflows and real-time human expertise to generate plan proposals in minutes and onboard new 401(k) plans in just a few days, a process that traditionally takes weeks or months. The company partners with national advisory firms such as Edward Jones and has already reached tens of thousands of advisors, as well as recordkeepers including Capital Group, Empower and Manulife John Hancock. Advisors using Aboon report faster setup, greater pricing transparency and higher client satisfaction. With new capital, Aboon intends to deepen product automation, broaden its range of supported retirement products and expand integrations with additional advisory firms. The New York-based startup was co-founded by CEO Nick Gavronsky and retirement-industry veteran Amy Ouellette. No revenue figures were disclosed, but the company positions itself as critical infrastructure at a time when 43% of U.S. businesses with fewer than 100 employees still lack a workplace retirement plan.

Participated · Seed · Jan 2025

Waterlily offers an AI-driven platform that models individualized long-term care needs and costs using over 500 million data points and machine-learning algorithms. The product is designed for financial advisors and insurance agents to build care plans and recommend funding strategies such as LTC riders, annuities, dedicated LTC policies, or self-funding. The company has formal data-sharing agreements with long-term care providers, government databases (including CMS and the Federal Long Term Care Insurance Program), academic studies, and individual users, and is finalizing contracts with carriers to ingest anonymized insurer data. Waterlily launched its platform publicly in March 2024; since launch its MRR is more than 22x its first-month number and average month-over-month MRR growth has been 58%. Revenue is SaaS-based at $250 per advisor/agent seat per month; the company counts eight major enterprise customers including Prudential and several other Fortune 100 insurance carriers, plus hundreds of independent advisors and agents. The startup has nine full-time employees plus contractors and plans to expand into disability, critical illness, hospital indemnity and Medicare planning, explore carrier underwriting use cases, and potentially expand to Canada, the UK and parts of Asia.

Led · Series A · Mar 2024

Goalsetter provides a goal-based savings and smart-spending platform for families that combines educational media and tools to build wealth. Its financial wellness content is mapped to JumpStart.org and Council for Economic Education national standards and uses pop culture, memes, GIFs and game-based tools to engage young consumers. Features include “Learn to Earn,” which rewards kids for correct quiz answers, and “Learn Before You Burn,” which lets parents automatically freeze teens' and tweens' debit cards if they miss weekly quizzes. The company offers its app as a white-labeled youth-banking solution through partnerships with banks and credit unions including Fiserv, Trustage, CUNA Strategic Services, MSU Federal Credit Union, InTouch CU, Solutions Bank and Liberty Bank. Goalsetter recently raised $9.6M in a Series A extension and plans to use the funds to continue signing new B2B alliances and to implement existing programs ahead of a Series B raise. The company is led by founder and CEO Tanya Van Court. Goalsetter operates a financial-education app for children that combines allowance and gift management, a Goalsetter debit card, age‑tailored financial‑literacy quizzes to 'unlock' funds, and a newly introduced Goalsetter Invest feature for buying and selling stocks. The product is gamified to engage kids while teaching savings, spending, and investing behaviors. Founder Tanya Van Court built the company drawing on personal financial lessons and prior experience at Nickelodeon, Discovery Education and ESPN. Goalsetter initially grew via B2C channels focused on parents and word of mouth. Following its Series A, the company is shifting into B2B, offering white‑labeled versions of its platform to banks and financial institutions through a partnership with Fiserv. It is also pursuing partnerships with large employers to offer the platform as an employee benefit. Goalsetter provides an app and debit card that teach children financial literacy through quizzes, allowance management, goal cards and parental controls. The platform lets parents pay kids for correct quiz answers, enable family and friends to give goal cards instead of gift cards, and control or lock the kid debit card. Founder Tanya Van Court, who previously worked at Nickelodeon and ESPN, launched Goalsetter in 2019 out of the Entrepreneurs Roundtable Accelerator. The company reports families save an average of $120 per month on the platform and said two families saved over $10,000 in the last year. Goalsetter is also launching a campaign for Black History Month aimed at closing the wealth gap among Black children and kids of color through financial education. To date the company has raised a total of $6.0M. Goalsetter provides parents and children a goal-driven savings platform with two main branches: a kids’ savings account (allowance, auto-save, debit card round-ups and GoalCards) and a financial-literacy learning center. Children set goals (college, bikes, gaming consoles), earn allowance through the app, and receive GoalCards from relatives to fund those goals. The company’s quiz game “It’s LIT” is mapped to K–12 financial literacy standards and uses pop-culture content to engage kids; Goalsetter plans to launch that curriculum to school districts with lesson plans and quizzes. Goalsetter monetizes by charging $1 per GoalCard sent, donates 5% of the transaction fee to children’s charities, and offers a voluntary donation function. The app skews younger than competitors and has been featured on Shark Tank; the founder declined an offer from Mr. Wonderful. Goalsetter has more than 20,000 users and graduated from the Entrepreneurs’ Roundtable Accelerator in 2017. The company has raised a total of $2.1 million to date.