Participated · Series A · Aug 2026

Delightree, based in San Francisco, provides an AI operating system that centralizes training, compliance, communications, audits, task management, and new-location launches for multi-unit and franchise businesses. Since launching just over two years ago, the company says revenue has grown nearly 20x and its platform is used across more than 6,000 locations nationwide. Customers cited include solidcore, Dunn Brothers Coffee, JETSET, Five Star Franchising, MOOYAH Burgers, and Beem Light Sauna. Delightree reports that customers opening new locations do so two to three months faster and that frontline teams reclaim up to 30% of their time while experiencing reduced turnover. The company is expanding beyond franchises into restaurants, fitness, wellness, retail, healthcare, and home services. Future plans emphasize building agentic AI capabilities that surface operational issues, assign remediation, and act as a 24/7 operations manager for distributed teams.

Led · Series B · Jun 2026

xCures builds the Clinical Clarity Engine to aggregate, extract and structure fragmented patient medical records into decision-ready clinical data delivered via a web UI or developer API. The technology was developed over nearly a decade in oncology and is now used across clinical domains and workflows. xCures reports it has processed over 300 million medical records sourced from more than 550,000 healthcare locations, supporting clinical decisions for millions of patients across the U.S. The company links every extracted answer to its source document to enable traceable, evidence-grade decisions. Financially, xCures has raised more than $76 million in total funding following the $46 million Series B. The company plans to use the new capital to accelerate product development, expand its team, and scale adoption across provider, value-based care, diagnostics lab, and consumer health customers.

Led · Series C · May 2025

CloudZero provides a next-generation cloud cost optimization platform that automates the collection, allocation, and analysis of cloud costs to uncover savings and improve unit economics. It enables engineering-led cost management so companies can understand 100% of their operational cloud spend and connect cloud decisions directly to business outcomes. Customers named in the announcement include Coinbase, DraftKings, Expedia, Moody's, Nubank, Klaviyo, Miro, and Rapid7. The company reported another year of triple-digit growth and announced a $56 million Series C to fund expansion. CloudZero plans to invest the funding in AI-driven cost analytics and forecasting, deeper integrations across developer and finance workflows, and expansion of strategic partners and cloud alliances. The platform is positioned to help enterprises scale efficiently and improve unit economics as AI workloads reshape infrastructure needs. CloudZero provides engineering teams with a unified dashboard that combines cloud billing data with business- and system-level telemetry to show how much an individual product or feature costs. The platform ingests customers’ cloud, platform-as-a-service and software-as-a-service spend, normalizes it into a common data model, and uses hourly cloud spend data plus an AI algorithm to identify “abnormal” spend events. CloudZero plans to use the new funding to expand its platform and scale go-to-market efforts, with an emphasis on savings insights and self-service analytics. The company has over 100 customers, and CEO Phil Pergola said revenue has increased 10x since 2021, though he would not disclose absolute revenue figures. Co-founded by Erik Peterson and Matt Manger nearly 10 years ago, CloudZero positions itself in the FinOps market alongside players such as ProsperOps, Xonai, Vantage, Cast AI, Zesty, and larger vendors like VMware and Apptio. Pergola said demand for the platform is at an "all-time high" as customers focus on profitability and cloud cost visibility. CloudZero is advancing a SaaS-based site reliability platform that identifies system fragility so engineers can proactively optimize reliability. The platform continuously models the changing surface of a cloud system as it operates under pressure and provides insights that deliver trusted reliability. The product is currently in an invite-only beta and the company also announced an open source project, CloudZero Reactor for AWS, which normalizes AWS service metadata and provides an interface to query that information. The Reactor enables the CloudZero platform to model past, present and future states of systems, helping engineers discover and correct emergent behavior and understand its causes. CloudZero will use the funds to open its headquarters in Boston, grow its enterprise SaaS platform, and increase investment in its open source community. The company is led by founder and CEO Erik Peterson and recently closed a $5M Series A.

Led · Series A · May 2025

RightRev is a comprehensive platform that automates revenue management, helping businesses streamline recognition, reporting, analysis and compliance. The product combines deep revenue-accounting expertise with modern software architecture to handle intricate revenue scenarios and ensure compliance with ASC 606 and IFRS 15. It offers native integration with Salesforce Revenue Cloud and connects to upstream and downstream systems across the Order-to-Cash lifecycle. RightRev emphasizes AI-driven capabilities—real-time policy application, anomaly detection and high-volume processing—to accelerate configuration, reduce manual effort and increase audit confidence. The company serves enterprise and growth-stage customers including Snowflake and Drata and is positioned to support on-demand, consumption-based and outcome-driven pricing models. Founded in 2020 and headquartered in Roseville, Calif., RightRev has raised more than $31 million in total funding and continues enhancing its platform and integrations. RightRev provides a cloud-based revenue recognition engine designed to automate and simplify complex revenue accounting for mid-market to enterprise customers. Its core product is praised for flexibility, high transaction throughput, and support for modern pricing models such as subscription, usage, and consumption-based billing. RightRev offers a native Salesforce Revenue Cloud app that extends Salesforce CPQ and Billing, while also offering a system-agnostic standalone solution that ingests data from upstream quoting and order management sources and creates journal entries into general ledgers. The company positions itself to handle complex, enterprise-level revenue recognition use cases that traditional spreadsheets or disparate systems cannot accommodate without heavy customization. RightRev plans to use new funding to accelerate growth and invest in product innovation, including deeper integrations with billing solutions and ERPs. Since partnering with an investor in 2021, RightRev reports a 250% increase in annual recurring revenue and has attracted a loyal customer base. RightRev offers an advanced revenue recognition automation software platform embedded on the Salesforce AppExchange. Its platform is designed for Salesforce Revenue Cloud customers to optimize lead-to-revenue processes and complements Salesforce CRM, CPQ, Subscriptions, Orders, Billings and Cash Collection. The company is led by Founder and CEO Jagan Reddy and is based in Santa Clara, California. RightRev raised $5M in funding to accelerate product development and expand go-to-market channels across the U.S. and globally. The round was co-led by Norwest Venture Partners and Salesforce Ventures with participation from IDEA Fund Partners, Two Sigma, GoBig.ai and Correlation Ventures. Its cloud-native, embedded approach targets customers already on Salesforce by streamlining revenue accounting workflows within the CRM and billing stack.

Led · Series B · Feb 2025

Auditoria.AI develops agentic AI solutions called SmartBots that automate business processes in the Office of the Chief Financial Officer to accelerate finance operations and cash performance. The company combines a proprietary specialized language model with multi‑model support for leading LLMs, integrating GPTs from OpenAI, Azure, LLaMa, and Google Gemini. SmartBots connect to systems of record and accounting inboxes to optimize vendor management, streamline collections, add procurement controls, accelerate data extraction, and handle finance inbox inquiries. Auditoria positions its product to reduce heavy IT involvement, lower attrition, improve business resilience, and accelerate insights for finance teams. Customers named in the article include Rocket Companies, RingCentral, Truist Insurance Holdings, Match Group, Ochsner Health System, StockX, Denny’s, Blackbaud, Memorial Sloan Kettering Hospitals, and Iowa State University. Led by CEO Rohit Gupta, the company intends to use new funding to accelerate growth, drive product innovation, and expand global market reach. Auditoria builds AI-powered intelligent applications to help corporate finance teams automate processes in accounts payable, accounts receivable, general ledger, and vendor management. The company leverages natural language technologies, artificial intelligence, machine learning, OCR, and advanced RPA to remove repetitive tasks and automate complex functions. Auditoria provides real-time visibility into cash performance while minimizing heavy IT involvement. Customers named in the article include Bring IT, Folio3, Freshworks, GameChange Solar, Momentum Telecom, and UserTesting. The company plans to use new funding to enhance finance processes and accelerate cash performance through its AI technology. Rohit Gupta is the company’s CEO. Auditoria.AI provides a SaaS solution addressing enterprise finance back-office challenges by combining AI-based finance process automation with natural language–driven configuration and recommendation analytics. Its SmartFlow Skills automates mission-critical finance business processes, queries and reconciles data into financial systems of record, and applies modern machine learning for statistical and predictive analytics. The platform is designed to give companies rapid access to key financial indicators, accurate predictive recommendations, continuous audit-readiness, and to mitigate risks and reduce accounting errors. Auditoria.AI was founded in 2019 by Rohit Gupta and is based in Santa Clara, California. SmartFlow Skills is currently in limited availability for companies running Oracle NetSuite and Sage Intacct, with Workday support planned for the second half of 2020. The company raised $6M and intends to use the funds to continue expanding operations and its business reach.