Participated · Series C · Jul 2026

Norm Ai develops agentic law systems that embed legal expertise into AI agents and power Norm Law, an AI-native law firm that operates on the same platform. The company positions its approach to enable supervised, high-stakes legal work with senior attorneys calibrating and improving the agents. Norm Law runs natively on Norm Ai's technology and uses outcome-based pricing rather than hourly billing. Norm Ai reports serving clients that together manage more than $30 trillion in assets under management. Since its founding less than three years ago, Norm Ai has raised over $260 million in funding. The company plans to use the latest round to hire more staff, broaden practice areas, and further develop supervisory agents for regulated enterprise AI deployments.

Participated · Series A · Nov 2025

Modern Life provides a unified, AI-driven platform that lets financial advisors compare quotes from more than 30 carriers, automate underwriting, and manage the entire client lifecycle from a single dashboard. Key features include industry-leading instant quoting that cuts quote generation from hours to minutes and its Express Decision program, which can return underwriting decisions up to four times faster than traditional approaches. The software embeds AI across underwriting, risk assessment, tax and financial planning recommendations, workflow automation, and secure data management, replacing over ten legacy tools. Licensed in all 50 states and SOC 2 certified, the company targets the largely advisor-distributed $175 billion U.S. life-insurance market where 90 % of policies are sold through advisors. Advisors’ clients can save up to 20 % on policy costs through smarter product selection and advocacy enabled by the platform. Financially, Modern Life has raised $35 million to date, including a recently closed $20 million Series A, to accelerate product development, expand strategic partnerships, and fuel nationwide growth.

Participated · Series C · Nov 2025

Founded in 2019, Scribe makes two core products: Scribe Capture, which records user actions to generate step-by-step guides with text and screenshots, and the newly announced Scribe Optimize, which mines activity data across an enterprise to surface the workflows where automation or AI will deliver the greatest return. The platform has documented more than 10 million workflows spanning 40,000 software applications and now serves over 5 million users. Adoption is broad—teams inside 94 % of the Fortune 500 use Scribe, and 78,000 organizations are paying customers, including New York Life, T-Mobile, LinkedIn, HubSpot, and Northern Trust. Users report saving 35–42 hours per person each month and onboarding new hires 40 % faster. Revenue more than doubled in the past year, although specific figures were not disclosed, and the company’s valuation has grown five-fold since its prior round to reach $1.3 billion. Headcount stands at 120 employees, with plans to double over the next 12 months. The new capital will accelerate the rollout of Scribe Optimize and related products as enterprises scramble to decide where to deploy automation and generative AI.

Participated · Series A · Sep 2025

Dispatch builds AI-ready data infrastructure that syncs and reconciles client information across advisor tech stacks, automating onboarding, account opening, advisor transitions, and ongoing client-data maintenance. The platform offers extensive bi-directional integrations, syncing thousands of data points across CRM, financial planning, billing, reporting, document storage and e-signature tools, with both form-based and API connections to all major custodians. Its proprietary Form Builder can complete every field on custodial forms, and Dispatch says its automation has saved firms thousands of hours while reducing costly errors by over 90%. Over the past year Dispatch added large firms including Mariner, Sanctuary Wealth and Choreo, which together represent more than $1 trillion in assets under advisement. The company plans to use new capital to accelerate investment in agentic workflows and AI-driven data orchestration to power advisor AI toolchains. Rob Nance is CEO and co-founder, and Dispatch positions itself as the backbone of modern advisor AI tech stacks. Dispatch, rebranded from OneAdvisory, provides a data orchestration platform that syncs client data across an advisor’s tech stack and offers an API for wealthtech integrations. The platform coordinates updates in real time and removes the need for duplicate data entry, supporting bidirectional sync across systems. Over the last year Dispatch helped a $15 billion RIA generate more than $13 million in additional annual revenue through improved efficiencies. The company is led by co-founders Madalyn Armijo, Rafi Lurie and Rob Nance and employs technologists and wealth-management professionals with experience at firms such as Uber, Noom, Dimensional Fund Advisors, Morgan Stanley and Wells Fargo. Dispatch plans to use the new capital to invest heavily in engineering and client-service resources and to form additional partnerships with CRMs, financial planning tools and custodians.

Participated · Series C · Aug 2025

Wellth combines daily motivation, behavioral economics, and financial incentives to drive measurable behavior change for patients, encouraging actions like medication taking, blood pressure and glucose checks, and preventive visits. Its app delivers social‑media–like daily engagement designed to reach historically hard‑to‑reach Medicare Advantage, Medicaid, and D‑SNP populations. To date members have completed over 50 million daily check‑ins, achieving an average 90% care‑plan adherence, a 51% reduction in inpatient admissions, and a 16% improvement in medication adherence (PDC); the platform has helped partners attain 4+ Star ratings on Medicare Part C and D measures and reduce avoidable costs. Wellth will use new funding to broaden access across high‑need populations, accelerate product innovation and partner growth, and introduce generative AI capabilities to personalize motivation and care journeys. The company emphasizes a decade plus of behavioral data and outcomes as the basis for scaling its Daily Care Motivation approach. Wellth is based in Los Angeles and has been operating for 11 years. Wellth is a digital health company that applies behavioral economics and machine learning to drive daily health behaviors via a mobile app. Users perform simple daily tasks—such as snapping photos of medications or glucose readings—to form habits and increase adherence. The platform reports 91% daily member engagement and outcomes including a 42% average reduction in inpatient utilization, a 29% reduction in ED utilization, and a 16% improvement in medication adherence. Wellth's customers include health plans and provider organizations, and clients have measured cost savings and improved Medicare Advantage Star ratings. Founded in 2014 and headquartered in Los Angeles, the company has achieved impressive annual growth. The new capital will be used to further invest in the behavioral science engine behind the app and to expand the team to support a growing member base. Wellth provides a platform that uses behavioral economics, financial incentives and nudges to improve patient treatment adherence. Members submit scheduled virtual check-ins—typically daily—such as photos of medication or readings from glucometers and blood pressure cuffs. Check-ins are processed immediately by Wellth’s AI technology for verification, and insights can be relayed directly to care teams. Members keep an endowed daily amount and “cash out” at milestone intervals, creating instant gratification and reinforcing healthy habits. Led by CEO and co-founder Matthew Loper, the company plans to use new capital to expand its platform to new use cases. Wellth is based in New York City and recently raised a new funding round to support growth. Wellth is a Brooklyn-based behavioral economics startup that works with insurers and risk-bearing providers to motivate patient behavior change and treatment adherence. Its core product is a mobile patient experience that delivers daily contextual and personalized nudges and quick 'check-ins' for daily medications, using financial incentives and behavioral economics strategies. The company focuses on costly chronic diseases where poor adherence drives preventable hospitalizations and readmissions, including Type 2 Diabetes, Congestive Heart Failure, Cardiovascular Disease, COPD, Asthma and Behavioral Health. Wellth is led by CEO and co-founder Matt Loper. The company recently raised $5.1M in a Series A round to continue expanding its team and platform. It aims to help payers and providers better understand and improve patient behaviors to reduce costs associated with chronic disease management. Wellth is a digital health startup whose app tracks medication adherence, records weight, and uses incentives to motivate healthier lifestyle changes. CEO and co-founder Matt Loper said the company will use new funding to enable full-scale commercial implementations. Wellth has planned launches over the next six months and intends to generate data on interventions in type 2 diabetes, congestive heart failure, and post–heart attack discharge. The company’s near-term goal is to execute those implementations and publish data on impacts to adherence, health outcomes, and healthcare costs. Customers are insurers and risk-bearing providers, particularly in commercial and managed Medicaid markets, and Wellth typically charges on a per-user basis. The company says its actuarial model projects 4x+ returns after accounting for incentive payouts and Wellth fees.