Led · Equity · Jul 2026

COR offers an AI-powered operating platform that unifies project management, automated time tracking, resource planning and real-time profitability analytics for agencies and professional services firms. The platform enables humans and AI agents to work together and provides a single source of truth for how client work is planned, executed and monetized. COR serves thousands of teams across more than 38 countries and reported 51% year-over-year revenue growth in 2025, along with strong profitability and high customer retention. The company was founded in 2017 by Santi Bibiloni, Jose Gettas and CTO Gabriel Marin and launched from San Francisco. With the new investment from FTV Capital, COR plans to accelerate development of agentic capabilities and expand into adjacent industry verticals and international markets. Customers cite improved transparency and profitability from using COR’s platform.

Led · Equity · Oct 2025

DUOS is a Minneapolis-based digital health company whose platform combines artificial intelligence with human support to steer members of Medicare Advantage, Medicaid, and ACA marketplace plans toward the most impactful next actions. Its intelligence engine continually learns from individual member behavior and evolving plan priorities, generating closed-loop reporting and behavioral insights that help plans improve quality scores, boost retention, and elevate member experience at scale. The solution delivers recommendations through a seamless mix of digital interfaces and live assistance, ensuring high engagement and benefit utilization. Led by CEO Karl Ulfers, the company focuses on outcomes such as quality improvement and measurable cost savings for payers. With its emphasis on member activation and benefits execution, DUOS positions itself as a key partner for health plans aiming to optimize performance metrics. The newly raised growth capital will fund continued platform innovation, expanded AI capabilities, and broader go-to-market reach across government and commercial plan segments.

Led · Equity · Jul 2025

Saphyre builds a proprietary, memory-driven AI platform that digitizes and structures pre-trade data and automates account and fund onboarding across multiple counterparties. Its technology preserves context across fund lifecycles, enabling ready-to-trade status in as little as 24 hours and eliminating up to 75% of redundant post-trade activities. The platform integrates with leading industry systems and serves over 75 of the world's largest financial institutions, representing thousands of accounts and more than $3 trillion in assets under management. Founded in 2017 and based in Hoboken, N.J., Saphyre leverages patented AI to improve operational control, risk oversight and enable near-real-time settlement readiness. The company plans to use new capital to accelerate go-to-market efforts in pre- and post-trade, continue product innovation, expand internationally and deepen integrations across the financial services ecosystem. Saphyre emphasizes network effects from seamless data sharing between investment managers, asset owners and the sell-side. Saphyre leverages patented AI technology to digitize and structure pre-trade data and activities across multiple counterparties, maintaining a memory of data and documents. Its platform expedites workflows so information can be consumed by any permissioned counterparty in the finance industry. Clients can assess risk faster, speed onboarding, and obtain real-time ready-to-trade statuses per account. Saphyre says its system can eliminate 70%–75% of redundant or inefficient post-trade activities. The company is based in New York and Paris. In March 2022 Saphyre completed an $18.7M Series A financing to support its growth.

Led · Equity · Mar 2025

ReliaQuest’s core product, GreyMatter, is a cloud-native, Agentic AI-powered security operations platform that integrates with more than 200 cybersecurity tools to automate detection, investigation, containment and response. The platform uses data-stitching, detection-at-source, AI and automation to eliminate Tier 1 and Tier 2 work and deliver outcomes tailored to each customer’s architecture. ReliaQuest says customers can perform investigations 20x faster with 30% greater accuracy and contain threats in less than five minutes. The company reports over 1,000 customers, roughly 1,200 employees across six global operating centers, and has grown ARR more than 4x since 2020 to surpass $300 million. ReliaQuest is growing at more than 30% year-over-year and is operating profitably. The company intends to use new funding to further develop Agentic AI-driven cybersecurity automation and support ongoing international expansion. ReliaQuest offers GreyMatter, a cloud-native Open XDR-as-a-Service platform that unifies telemetry to deliver detection, investigation, response and resilience with 24/7/365 security expertise. The company supports fully managed MDR, co-managed security operations, and an automated Open XDR platform to help customers mature security programs and produce board-ready reporting. Recent product advances include a patented GreyMatter Universal Translator, a Model Index for program measurement and reporting, and Verify for breach and attack capabilities. Leadership and board hires accompanied product and go-to-market expansion. Financially, ReliaQuest surpassed $100M in annual recurring revenue and more than doubled new customers year-over-year. The company is private and headquartered in Tampa, Fla., and plans to use new funding to accelerate global expansion and continued development of the GreyMatter platform. ReliaQuest is a Tampa, Fla.-based advanced cybersecurity managed service and intelligence platform serving global enterprises. It provides GreyMatter, a cloud-native SaaS platform, alongside a team of trained cyber analysts to deliver security effectiveness and efficiency. GreyMatter consolidates, normalizes, and correlates data from customers' existing cyber technologies to increase enterprise-wide visibility. The platform leverages artificial intelligence and automation to enable continuous threat detection, threat hunting, and remediation. In August 2020 the company raised over $300m in growth financing to accelerate growth initiatives. The funding will support international expansion and platform development, and the company planned to add another 100 employees worldwide through 2020. ReliaQuest delivers customized co-managed security services through advanced security operations centers, documented processes, and a team of trained security analysts and engineers. Its offering unifies people, process and technology across on-premise and co-managed service requirements. The company serves a growing blue-chip client base across healthcare, retail, utilities, telecom and financial services. Founded in 2007 and headquartered in Tampa, FL, ReliaQuest emphasizes helping customers understand threats and optimize security platforms. Demand for its services is rising amid a dearth of security talent and proliferating security tools; the article cites Gartner estimating the global security outsourcing market at nearly $14 billion with roughly 15% annual growth through 2019. ReliaQuest intends to use new capital to fuel continued growth and expand its technology platform.

Led · Equity · Mar 2025

360 Privacy develops a digital executive protection platform that scrapes the internet and dark web in real time to identify, remove and continuously monitor for personally identifiable information. The company serves both B2B and B2C customers, remediating risk for Fortune 500 enterprises and their executives as well as high-net-worth families, athletes and entertainers. Today it counts one-third of Fortune 100 companies among its customers. Led by CEO Adam Jackson, 360 Privacy offers continuous monitoring and removal services designed to safeguard organizations and executives. The company intends to use new funding to expand engineering and revenue teams, accelerate technology and product innovation, and further enhance customer service. No revenue or founding-year figures were disclosed in the article.