The Venture Codex

Led · Series A · Feb 2026

Founded in 2022, Sidekick offers a modern wealth-management platform aimed at professionals whose financial needs have outgrown entry-level investing apps. The service combines low-cost public-market investing, customised portfolios, private-market opportunities and Lombard loans secured against customers’ portfolios—products historically reserved for private banks. Sidekick’s managed strategies include offerings such as the All Weather portfolio, while its Multi Shield Savings product spreads cash across multiple partner banks to maximise FSCS protection. The company claims to manage more than £145 million in customer assets, underscoring demand for greater transparency and control among affluent professionals. Fees are presented transparently and clients receive guidance from in-house financial experts. With fresh capital, Sidekick plans to scale its product suite, grow headcount and expand operations in Cardiff while continuing to build out its technology platform.

Led · Equity · Aug 2025

Osigu provides a cloud-based operating system for transactions among insurers, healthcare providers, suppliers, and patients. Its platform manages claims processing and embedded finance, using AI and automation to cut administrative costs, speed reimbursements, and increase transparency. The company positions itself as the infrastructure layer for healthcare payments across Latin America. Founded by Fernando Botrán and based in Miami, Osigu says it will use new capital to advance its technology roadmap and regional expansion. Financially, the company’s Series B is described as oversubscribed and counts Visa and IDC Ventures among its backers; the company also announced a $10 million strategic investment from Eos Ventures. Leadership has said the strategic partner will bring board-level support and industry expertise as Osigu scales. Osigu is an AI-powered healthcare revenue cycle and claims management platform based in Miami, FL. The company provides a comprehensive, fully digital solution that uses AI to automate and optimize revenue cycle processes from initial billing to final payment. Osigu serves markets across Latin America and the Caribbean, including Mexico, Colombia, the Dominican Republic, Brazil, and Central America. Its product focuses on automating claims management and streamlining the end-to-end revenue cycle for providers, insurers, and patients. The company plans to use new funding to simplify healthcare transactions by enabling real-time payments between providers, insurers, and patients. In October 2024 Osigu raised $25.0M in a Series B to support these product and market-expansion efforts. Osigu provides an API-driven platform that exchanges data and automates electronic claims and payments between payers and healthcare providers, enabling real-time responses without human interaction. Its core product is a single-integration infrastructure that expedites claims processing and e-prescription workflows. The company says it serves clients in Mexico, the Dominican Republic, Guatemala, and Spain. Leadership is headed by CEO and co-founder Fernando Botrán. The recent financing will be used to strengthen the company’s machine-learning algorithms and AI features and to support expansion into the Colombian market. Osigu secured funding in December 2021 to accelerate product development and regional growth.

Led · Series A · Feb 2025

Just Move In built a platform that ingests property data from estate agent CRMs and creates a single point of entry to set up dozens of services (council tax, water, gas, energy, broadband, home insurance, etc.). It embeds partners such as Openrent, Hamptons, Alto and Anyvan to automate and streamline the move-in flow for customers. The service is free to users and the company is paid in a model similar to price-comparison sites, earning from embedded partners. Just Move In says it is managing over 300,000 moves in the UK—around 10% of the UK market—and is projected to process over 400,000 home moves in 2025. The company plans to expand into embedded financial services (simplifying access to credit and insurance products) and to take the product to Europe. Co-founder Ross Nichols emphasizes time savings for customers and tighter embedding into the move workflow versus fragmented comparison sites. Just Move In provides a holistic home-setup platform that lets movers manage council, water, sewerage, energy and broadband in one environment and recommends removals and storage companies. The service supports users with “move specialists” while automating more of the registration and payment processes. The company is adding insurance and removals imminently and is integrating its service via API into the journeys of conveyancing firms, banks and other fintechs. Just Move In counts U.K. property firms Hamptons, Openrent and Pickfords among its clients. The startup is B Corp certified, works exclusively with green energy providers including Octopus Energy where possible, and is part of 1% for the Planet (donating 1% of revenue to charity). Co‑founders include Ross Nichols and Tom Old, and John Browett serves as chairman. Just Move In is a Bournemouth-based proptech platform that combines automation with personalised concierge service to help clients manage every aspect of moving. The platform automates administrative tasks such as switching internet services and informing councils, while organising removals, storage and offering local settling-in recommendations. Clients receive support from a team of concierge managers via phone and email, and the company emphasizes personal treatment for each move. As the business develops its technology, more offerings are becoming automated, though the human touch remains central to growth plans. Just Move In partners with ethical businesses and works exclusively with green energy providers, including Octopus and Ecotricity, and is a Certified B Corporation. The startup recently raised a €1.7 million seed round to support product development and service expansion.

Led · Series C · Dec 2024

DPL Financial Partners operates a marketplace that connects RIAs with commission-free annuities and insurance using proprietary tools and embedded technology. The company brings products from top carriers into wealth-management platforms to enable fiduciary, transparent implementation and competitive pricing. DPL positions its offering to help advisors more holistically serve clients and incorporate lifetime-income solutions into financial plans. The recently closed Series C is intended to accelerate platform development and expand distribution of commission-free annuities and insurance. DPL reports $3.7 billion in assets on platform and says it has saved consumers more than $68 million in product fees since going to market in 2018. FT Partners served as the company’s exclusive financial advisor on the transaction. DPL Financial Partners operates a commission-free insurance and annuity marketplace and turnkey insurance management platform for registered investment advisors. The platform enables RIAs to compare and purchase commission-free annuities and life insurance from leading carriers and to implement insurance alongside other investments. DPL has surpassed $1 billion in commission-free annuity purchases and approximately $825 million in commission-free life insurance placed through the platform, approaching $2 billion in no-load insurance transactions. Its RIA base exceeds 3,500 firms, including 1,900 firms connected via the Advent Insurance Marketplace Powered by DPL on the Black Diamond Wealth Management platform. The company has grown its team 50% in the last nine months. DPL plans to use new funding to accelerate technology development, expand product discovery and comparison tools, and continue hiring to support member growth and advisor demand. DPL Financial Partners operates a turnkey insurance management platform that brings commission-free insurance and annuity products from multiple carriers to RIA practices. The company has created a marketplace of commission-free insurance products to enable RIAs to incorporate insurance and annuities with fiduciary implementation rather than commissioned, sales-driven ones. DPL serves a growing advisor base of more than 10,000 advisors. The firm plans to invest the recent proceeds in technology and infrastructure to support that advisor base and to continue expanding commission-free annuity and insurance offerings. DPL emphasizes leveraging data, technology, and education to evolve annuity distribution. The company is based in Louisville, Kentucky and is led by founder and CEO David Lau. DPL Financial Partners operates an insurance network for RIAs, offering product- and carrier-agnostic consulting to help advisors implement low-cost, commission-free life and annuity solutions. The firm works with insurance carriers to support and develop commission-free products and has brought products from more than a dozen prominent national carriers to market. DPL uses a membership model that aligns its interests with RIAs, enabling advisors to retain client relationships while accessing insurance expertise and licensing capabilities. The company recently expanded its team by adding 10 professionals, including six insurance consultants and senior support staff in technology and marketing, to scale its service to RIAs across the U.S. Leadership includes CEO David Lau, noted for prior work building Jefferson National and Telebank. DPL intends to continue working with additional carriers and to accelerate distribution into the fee-only RIA channel.

Participated · Series C · Mar 2024

CHAMP Titles builds and operates CHAMPgov, a cloud-based system of record that lets state motor vehicle agencies digitize titles, registrations, liens, driver’s licenses, and related workflows. The company’s patented technology replaces paper-heavy legacy DMV infrastructure with an end-to-end electronic platform used by dealers, insurers, lenders, fleets, and consumers. More than 35 million Americans can now access CHAMP’s services through state contracts, and tens of millions of transactions have already run on the system. States adopting the platform reportedly cut processing times from 40-60 days to mere hours while eliminating millions of paper documents. In 2024 the firm expanded into Louisiana for both Vehicle and Driver Services, and it is commercializing the National Digital Titling Clearinghouse for interstate transactions. CHAMP operates on a pay-as-you-transact SaaS model, carries patents around digital titling, and has been recognized on the Inc. 5000 and Deloitte Technology Fast 500 lists. Founded in 2018, the Cleveland-based company has raised more than $100 million to date to fuel continued nationwide adoption.