Participated · Series B · Nov 2020

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 · Seed · Dec 2019

Balloon offers a SaaS insight mobility platform that lets organizations collect anonymous employee input, collaborate on responses, and rank ideas. Its workflow uses timed "flights" where employees submit anonymous "balloons," then ask questions and provide feedback once responses are revealed. Users vote with anonymous "pumps" so results are scored and ranked by approval, highlighting group priorities and consensus. The platform is designed to eliminate biases such as groupthink and anchoring while increasing thought diversity and surfacing stronger insights. Customers include Capital One, Thumbtack, Google, US Cellular and the LA Angels. Balloon raised $2.1M in seed funding to support its product and operations.

Participated · Seed · Jul 2019

Tapcart provides a drag-and-drop platform that lets merchants create native mobile shopping apps synced in real time with their Shopify stores using Shopify APIs and SDKs. Its product includes customizable product detail pages, a CMS for branded content, and marketing tools such as push notifications and automated campaigns. The company charges a flat SaaS fee and reported that over $1.2 billion in merchant sales flowed through its platform in the past 12 months while recurring revenue grew 3x in 2020. Tapcart says its push notifications deliver click-through rates 72% higher than traditional email or SMS, and merchants saw app orders at a rate of more than once-per-second during the holiday season. With new funding it plans to become a vertically integrated mobile commerce suite, add iOS App Clips support, upgrade its analytics, provide website scripts, and launch a full marketing automation product. The company is based in Santa Monica and intends to hire about 200 people over the next 24 months to support global expansion into markets like Australia and Europe. Tapcart is a mobile commerce SaaS platform that integrates directly with Shopify to enable brands to build native mobile apps for their eCommerce stores. Launched in 2017 by Eric Netsch, the company serves thousands of Shopify brands, including Fashion Nova, Chubbies, and Urban Planet. Tapcart plans to use the new capital to accelerate adoption of its platform, further expand operations, and continue building its product roadmap with new features. The company is based in Santa Monica, California. Tapcart raised $10M in this Series A round led by SignalFire, with participation from previous investors Greycroft and Amplify. The company has raised $15.1M in total funding to date. Tapcart offers a drag-and-drop SaaS platform that lets Shopify merchants design, launch and update mobile shopping apps—often in as little as two weeks. The product includes real-time app updates, interactive push notifications, 3D shopping functionality and AR features developed for customers like Fashion Nova. Tapcart’s customers also include Chubbies, The Hundreds and JLUXLABEL, and Fashion Nova’s app integration included a first-to-market AR shopping collaboration. The company was founded in 2017 by Eric Netsch and Sina Mobasser. Tapcart plans to use new funding to fuel business growth, develop advanced mobile marketing tools, and expand its offering to other e-commerce platforms. The platform’s focus is increasing mobile engagement and driving sales for e-commerce brands.

Participated · Equity · Oct 2018

Lensabl builds a business that puts prescription lenses into any style of glasses frame, offering about 400 different lens permutations and 20 tint colors. The company says it can match what a customer gets at a LensCrafters at up to 70 percent cheaper than traditional providers. Lensabl is based in Los Angeles and has an agreement to be the preferred prescription provider of Snapchat Spectacles. It is pursuing partnerships with brands to start and scale their prescription operations while also scaling its direct-to-consumer lens business. Lensabl raised $3.7 million in a new round of funding to power that effort. The company points to an addressable U.S. market of roughly 188.7 million people who wear corrective eyewear or contact lenses.

Participated · Seed · Oct 2018

Catalog, founded in 2016 and based in Los Angeles, uses artificial intelligence together with independent visual artists to automate and scale custom visual content production. Its service automates the entire content-creation process from start to finish and uses visual data and AI to proactively produce custom, predictive content. The company serves companies of all sizes and has completed projects for National Geographic, Sony Music, OmniCharge, Pioneer, Patchology, and others. It raised $1.5M in seed funding led by Moonshots Capital. Moonshots Capital co-founder and managing general partner Kelly Perdew will join Catalog’s board as part of the financing. Previous investors include Day One Ventures, Greedy Fish Ventures, Mikhail Naumov, Eric Siu, and Jonathan Berent.