Led · Equity · Aug 2026

Ordway provides a billing and revenue automation platform that handles self-service checkout, subscription management, usage-based billing, revenue recognition, and investor reporting. Hundreds of AI, SaaS, cloud, and subscription businesses are reported to use Ordway's platform. Over the past two years Ordway's recurring revenue has doubled while the company has maintained profitability. In the past year the company introduced several AI-powered features including MCP access for Claude, an AI cash reconciliation feature, and AI contract data abstraction. Ordway has also launched Ordway Payments, a unified payments and reconciliation offering. With the new capital the company plans to double R&D investment to build AI agents that automate routine billing and accounting tasks and to expand its AI-powered forecasting and reporting suite.

Led · Equity · Mar 2026

Levitate, founded in 2017, offers an AI-driven "Happiness Platform" that lets relationship-oriented businesses send personalized emails at scale, post to social media, text clients, manage reviews, schedule meetings, send handwritten cards, and more. Serving more than 8,000 businesses, the software combines intelligent automation with hands-on coaching to keep firms top-of-mind with clients, donors, and prospects. The company positions its model as "Service-as-Software," pairing technology with strategic guidance to drive measurable marketing outcomes. With a total of $71 million raised to date, Levitate has steadily invested in making AI practical and accessible for small enterprises. The latest funds will accelerate the internal AI roadmap and roll out new customer-facing tools. Levitate also plans to scale its customer success and sales teams across the U.S. and Canada and widen its reach to additional relationship-focused verticals. Overall, the business is leveraging fresh capital to deepen product capabilities while expanding market presence.

Led · Series B · Apr 2025

Notable Systems develops enterprise-grade document intelligence and AI agents to process unstructured healthcare documents such as requisitions, prescriptions, medical records, and payer correspondence. Its technology extracts, classifies, splits, labels, and routes documents into appropriate revenue cycle workflows to reduce manual processing. Customers named in the articles include Orthofix, National Seating & Mobility, and Advanced Diabetes Supply (a Cardinal Health subsidiary). Following XiFin’s Series B investment and strategic alliance, Notable plans to realign operations and increase investment in engineering, product innovation, and embedded delivery capabilities for major healthcare providers and RCM platforms. The company’s solutions are being integrated into XiFin’s Empower AI RCM ecosystem, including the early XiFin Empower DocExtract offering. The partnership aims to extend automation across workflows from patient registration and eligibility to billing, payments, and appeals, and to improve financial outcomes in complex billing environments.

Led · Series B · Oct 2024

Roots Automation develops AI-powered Digital Coworkers that combine machine intelligence and human expertise to read, reason, and infer like humans for the insurance industry. Its proprietary InsurGPT™ and the Roots Autonomous Workforce Platform transform unstructured insurance documents into actionable insights. The technology is designed to streamline operations, reduce manual tasks, and improve decision-making speed and accuracy. Roots reports impact across 35 U.S.-based insurance customers, including a 99% data-extraction accuracy for a P&C insurer and a 97% reduction in handling times for a commercial P&C and workers’ compensation carrier. Founded in 2018 and based in New York, the company trains its models on millions of non-public insurance documents, workflows, and systems. The new funding is intended to support market expansion, organizational growth, and continued product development. Roots Automation provides intelligent Digital Coworkers that combine machine intelligence and human ingenuity to perform tasks that read, think and intuit like people. The company’s AI-powered, digitized employees are pre-trained to understand and interact with documents, systems and processes commonly found in insurance, healthcare and banking. Led by CEO Chaz Perera, Roots positions its product for enterprise automation in document- and workflow-heavy industries. The firm intends to use new funding to accelerate growth and expand operations. The articles do not disclose operating metrics or revenue. Roots Automation provides Digital Coworkers as a Service, a cognitive process automation platform built on robotic process automation (RPA) to handle manual, monotonous tasks. The platform is designed to reduce time spent on low-value work and free employees to focus on customers and growth opportunities. The company targets financial services, insurance and healthcare verticals and serves customers across the United States, the UK and Canada. Launched in 2018 by Chaz Perera and John Cottongim and based in New York City, Roots offers its service to companies of all sizes to support daily operations. The company intends to use new funding to accelerate development of its proven Digital Coworkers technology and to scale customer acquisition in its core verticals.

Led · Equity · Aug 2024

Admiral’s VRM platform helps publishers build visitor relationships, drive revenue, and improve retention through AI-powered marketing automation and 1st-party data innovations. The company serves thousands of premium publishers and networks worldwide, including CNBC, Hearst, New York Post, Paramount, Rotten Tomatoes, and USA Today Sports. Admiral positions itself as marketing automation for media publishers, drawing inspiration from B2B SaaS platforms like HubSpot, Drift, and Salesforce but applied at a B2C level. Recent product focus areas highlighted include copyright access control and expanded AI-driven publisher marketing capabilities. The company announced a partnership with The Trade Desk’s OpenPass and intends to expand internationally while growing its Revenue, Product, and Customer Love teams. Admiral also strengthened its leadership with board additions from Harbert Growth Partners and Birchmere Ventures. Admiral offers an analytics and revenue-recovery platform that helps web and mobile publishers measure adblocking impact, engage users to improve ad quality, and automatically recover lost revenue. Its Measure module is free for select publishers and sizes losses down to the impression and dollar, while Engage, Recover, and Transact are performance-priced so publishers pay only when revenue is recovered. Admiral also offers a WordPress plugin to measure adblock impacts and runs a Partner Program to recover and share revenue with adtech partners. The company plans to use new funding to expand its New York-based sales and marketing to premium publishers worldwide and to grow adoption of its plugin and partner program. Admiral markets a guaranteed, performance-priced approach to recovering revenue and invites publishers to qualify for up to $1,000,000 of free revenue recovery.