Participated · Series A · Jul 2026

Feathery provides an AI operating system that collects and structures client information, synchronizes major systems of record, and normalizes data across surfaces, paired with an AI decisioning system that analyzes business data, surfaces insights, and feeds learnings back into workflows. Its platform powers a range of mission-critical workflows for insurance carriers, brokers, RIAs and broker-dealers, including client onboarding, submission intake, FNOL workflows, proposal generation, account opening and maintenance, and bordereaux ingestion. Feathery serves more than 300 firms and processes tens of millions of monthly submissions, and counts clients such as Sequoia Financial, Allworth Financial, Mission Wealth, Tokio Marine, Hiscox, Banner Life, Baldwin Group, Hilb Group, and Hylant. The company emphasizes integration with existing systems rather than forcing replacements. Following its $30M funding round, Feathery plans to invest in products that tap its data network and to expand engineering and go-to-market teams. The company is headquartered in San Francisco.

Participated · Equity · May 2026

Blitzy builds an autonomous software development platform that reverse-engineers enterprise environments, constructs a persistent knowledge graph of codebases, and orchestrates thousands of agents in parallel to execute multi-week to multi-month development projects. The platform integrates state-of-the-art models from providers including Google, Anthropic, and OpenAI, running these models 100,000+ times on each run, and achieved a record 66.5% score on SWE-Bench Pro. Blitzy reports adoption across dozens of Global 2000 customers and says its platform can drive up to 5x engineering velocity for some large enterprises. The company has more than doubled headcount in the past six months and plans to expand its research team, scale go-to-market operations, and broaden partnerships—particularly in regulated sectors like government, financial services, and insurance. Financially, Blitzy raised $200 million in a growth round at a $1.4 billion valuation to fund these initiatives.

Participated · Equity · Aug 2025

Founded in 2020 by Emma Marriott, Marco Alban-Hidalgo, and David Dindi, Atomic delivers an investing-as-a-service platform that enables fintechs, banks, insurers, and consumer brands to embed investing and wealth-management products directly into their own offerings. Its API and brokerage infrastructure support fractional investing, direct indexing, and global trading, giving partners rapid, compliant market access without building their own brokerages. The technology already powers investing experiences for companies such as NerdWallet, Yieldstreet, and Bluevine. Atomic’s mission is to make wealth-building accessible to every human being. In August 2025 the company secured $30 million in new growth capital, bringing additional resources to accelerate expansion. Management plans to use the proceeds to widen regulatory coverage, broaden the product suite, and deepen global partnerships. Existing investors QED Investors, Anthemis, and Y Combinator returned for this round, underscoring continued confidence in the firm’s trajectory.

Participated · Series C · Mar 2025

Trust & Will offers an online, attorney-approved estate-planning platform that helps users create wills, trusts, healthcare directives and other state-specific documents through a guided experience. The company serves more than one million individuals and families, supports 17,000+ financial advisors, 150+ enterprise partners, and reports $100+ billion in self-reported estate assets. Founded in 2017 and based in San Diego, Trust & Will emphasizes simple, secure integration with financial institutions. The business has expanded its credit union work from a single partnership in 2018 to more than 200 credit unions today and is forming a Credit Union Service Organization (CUSO) to deepen that integration. It has joined the National Association of Credit Union Service Organizations (NACUSO) as a Platinum Partner to accelerate industry partnerships and insights. The company announced a $4.5M investment from Curql as part of its Series C, which will support broader credit-union-focused distribution and enterprise integrations. Trust & Will provides a SaaS platform for accessible, attorney-approved estate planning, enabling users to create wills, trusts, and related documents tailored to state requirements. The company emphasizes integrations with financial advisors, attorneys, real estate professionals, member organizations, NPOs, and businesses to support multi-generational planning. It reports over one million Americans have started legacy planning on the platform. Trust & Will is investing in AI and data infrastructure to deliver personalized recommendations, analyze existing plans, and provide real-time updates. The platform maintains bank-level encryption and compliance with SOC 2 and HIPAA standards, is a certified B Corporation, and serves as the official estate planning provider for AARP members and other financial institutions. Founded in 2017 and headquartered in San Diego, the company aims to expand partnerships and embed estate planning into major life milestones like home or car purchases. Trust & Will provides an online platform for creating customizable estate plans and settling estates, with legal documents tailored to state and county guidelines. The company offers transactional purchases plus an annual membership for ongoing updates, and in October launched Trust & Will Probate to streamline probate and estate settlement. It partners with banks, credit unions, fintechs, insurtechs and nonprofits to educate members and offer discounts. Trust & Will reported that revenue more than doubled year‑over‑year and that its business has doubled annually since 2020, though specific revenue figures were not disclosed. The company crossed over 478,000 cumulative members at the end of January and is on track to exceed 500,000 this quarter. Leadership says the new capital will be used to scale operations, further integrate with financial institutions, and provide runway to achieve profitability with strong cash reserves. Trust & Will offers three primary products: a trust-based estate plan, a will-based estate plan, and "Guardian," a simpler setup for parents. Customers pay an upfront setup fee by product and a smaller recurring annual subscription. Since launching in mid-2018 the company says 160,000 users have signed up, and the team has grown to 24 employees. The company originally operated only in Nevada due to state digital-will laws but has expanded attorney support to multiple states and completed the first electronic will in Florida. Trust & Will has built partnerships with institutions including Fifth Third Bank, AARP, and Acorns. The startup has raised more than $23 million to date and has positioned itself to grow as more states put digital-will and estate-planning laws in place. Trust & Will offers a digital estate-planning platform that lets customers draft wills and trust-based plans, including tools to avoid probate and manage beneficiary instructions. The company sells tiered subscription plans priced roughly $399–$499 (plus annual fees) for trust-based plans, $69–$129 for beneficiary/asset-distribution plans, and $39–$49 for parents with minor children. Since launching in April, Trust & Will has enrolled 60,000 members representing $15.1 billion in total assets, $2.7 billion in reported life insurance policies, $137 million in charitable commitments, and with 88% of members holding real estate assets. The startup has formed partnerships to enable electronic closings (it closed its first electronic will in January with Notarize). With a team of 11 people, the company plans to use new capital to expand sales and marketing, advance product development, and grow partnerships. The product is positioned to capture demand as younger cohorts begin estate planning and to compete with legacy solutions like Quicken’s WillMaker and other startups.

Participated · Equity · Sep 2022

Up To Date Laundry operates a large HLAC‑certified healthcare laundry facility in Baltimore, processing close to 70 million pounds of healthcare linen annually and offering rental, customer‑owned processing, full exchange cart programs, a non‑acute division, and consulting services. The company employs a diverse base of 200+ full‑time and 300+ temporary workers, pays above‑market wages and benefits, and aims to add up to 50 jobs in Baltimore over two years. Recent capital will fund increased automation at its main plant, multiple energy efficiency improvements, and purchases of linens for new linen‑rental customers to support growth. The firm has pursued sustainability upgrades (including PACE financing) projected to reduce greenhouse gas emissions by roughly 1,900 MT CO2e annually and improve water utilization. UTD served as an essential service during the pandemic, supporting major hospital clients in the region such as University of Maryland Medical System and Johns Hopkins. The company emphasizes workforce training and local hiring as part of its community impact.