Led · Equity · Dec 2025

CHAMP Titles builds and operates CHAMPgov, a cloud-based system of record that lets state motor vehicle agencies digitize titles, registrations, liens, driver’s licenses, and related workflows. The company’s patented technology replaces paper-heavy legacy DMV infrastructure with an end-to-end electronic platform used by dealers, insurers, lenders, fleets, and consumers. More than 35 million Americans can now access CHAMP’s services through state contracts, and tens of millions of transactions have already run on the system. States adopting the platform reportedly cut processing times from 40-60 days to mere hours while eliminating millions of paper documents. In 2024 the firm expanded into Louisiana for both Vehicle and Driver Services, and it is commercializing the National Digital Titling Clearinghouse for interstate transactions. CHAMP operates on a pay-as-you-transact SaaS model, carries patents around digital titling, and has been recognized on the Inc. 5000 and Deloitte Technology Fast 500 lists. Founded in 2018, the Cleveland-based company has raised more than $100 million to date to fuel continued nationwide adoption.

Participated · Debt Financing · Sep 2021

Betterment is an independent digital investment advisor led by CEO Sarah Levy that offers investing and retirement solutions alongside everyday spending and saving services. The company uses technology to provide automated money management, expert advice, and tax-smart strategies. Betterment serves hundreds of thousands of customers and manages $32 billion in assets under management with nearly 700,000 clients. It provides core retail investment products and advisor solutions, including a 401(k) offering targeted at small and medium-sized businesses. The company plans to use the new capital to accelerate growth across those core retail products and its advisor solutions, with particular emphasis on its 401(k) SMB offering. Betterment is headquartered in New York City. Betterment is an independent robo-advisor led by founder and CEO Jon Stein that provides goal-based investing with globally diversified, index-tracking ETF portfolios. Customers can open and customize taxable accounts, traditional/SEP/Roth IRAs, trust accounts, and retirement income accounts. The company has expanded its platform to serve financial advisors and the 401(k) market. Betterment manages nearly $10 billion in assets for more than 270,000 customers. The firm said it will use new funding to continue growing its business and increase product development. Betterment is an automated investing robo-advisor that aims to become the central financial relationship for its clients. The company offers features such as a retirement guide, account aggregation, corporate retirement-plan services, and a white-label tool for financial advisors. It has focused on attracting millennial consumers as an entry point to broader financial services. Betterment launched in 2010 at TechCrunch Disrupt and is based in New York. The firm reports $3.9 billion in assets under management and 150,000 customers. Betterment recently raised new capital to build its war chest and invest in additional products and services, having raised roughly $200 million across five rounds to date and holding a $700 million valuation. Betterment provides an automated, technology-enabled investing platform that builds personalized, goal-based, globally diversified portfolios of ETFs. The service allows customers to manage, protect, and grow their wealth through a digital platform. Launched in 2010 and led by founder and CEO Jon Stein, the company is based in New York City. Betterment manages more than $1.4B of assets across tax-efficient, personalized portfolios. It serves more than 65,000 customers. The company intends to use new funding to develop new products. Betterment is an online financial services firm that uses technology to offer fully managed investment portfolios with lower fees. It manages portfolios primarily with exchange-traded funds and offers fractional share trading, accounting tools, and investment advice. The company charges roughly 0.34% in advisory fees and fund expenses and manages about $500 million in assets for approximately 30,000 customers. About 20% of Betterment’s customers are over 50, and the company recently launched a retiree product that connects with existing accounts to automate monthly withdrawals. Future plans include expanding products for retirement planning, estates and trusts and piloting white-label partnerships with investment advisors to offer its advisory technology. CEO Jon Stein has said the company will expand its suite of products as part of that roadmap.

Led · Equity · Jun 2021

DrChrono offers a platform combining EHR, practice management, medical billing, revenue cycle management and partner API solutions for medical practices. The company is used by thousands of physicians and its providers care for over 28 million patients. DrChrono reports it has facilitated millions of appointments and processed more than $11 billion of medical billing to date. The company intends to expand its telehealth offerings, grow operations, and enhance its EHR, practice management, medical billing and partner API areas. Its product set targets operational and revenue-cycle needs for modern medical practices. The platform and services are positioned to support continued growth in digital care delivery and billing volume. DrChrono develops a platform and services for modern medical practices to enable more informed, interactive, and personalized care decisions. The open DrChrono Platform powers electronic health record (EHR), practice management, medical billing, and revenue cycle management solutions for physicians and patients. It is fully extensible via an API and a marketplace of applications and services. The platform is currently used by thousands of physicians and over 17.8 million patients. The company raised $20M in growth funding from Orix Growth Capital. DrChrono intends to use the proceeds to invest further in its technology platform (EHR, medical billing and API) and to expand engineering, sales, and support functions to increase market share. DrChrono offers an integrated EHR and practice management platform with medical billing, revenue cycle management and a patient portal. The product includes customizable medical forms, e-prescribing, real-time patient eligibility checks, an App Directory of healthcare apps and an API for developers. The company has built native experiences for iPad, iPhone, Apple Watch and the web. Led by Daniel Kivatinos, Co‑Founder and COO, DrChrono serves physician practices and integrates billing and practice workflows. The company raised $10M in venture debt to support growth and technology investment. DrChrono intends to use the funds to accelerate growth, expand engineering, sales and support, invest in its technology platform and grow market share. drchrono provides an integrated medical practice management platform handling electronic medical records, billing, and scheduling for small practices. The company has been listed among the fastest-growing private companies and says it has served more than 8 million patients and processed over $3.5 billion in medical claims. drchrono is an Apple mobile enterprise partner, enabling integration of patient information on iPads, smartphones and the Apple Watch. It has integrated with larger service providers such as ZocDoc and DemandForce. The company plans to expand its software and mobile applications into larger hospitals and medical clinics to win customers leaving legacy EHR platforms. drchrono reports $12 million in annual recurring revenue and will use the new funding to accelerate marketing and build out infrastructure. drchrono offers a mobile electronic health record (EHR) platform that lets providers access and input patient medical data directly from Android and iOS devices. The company also operates a patient-facing app called onpatient that allows patients to track medical data and receive health updates from their doctor. drchrono has extended its platform to wearable devices with physician- and patient-facing Apple Watch apps and added Touch ID support for iPad and iPhone to improve security and convenience. In a Black Book survey of more than 30,000 physicians, drchrono was ranked the number one mobile EHR. Financially, the company has raised $2 million in its latest financing and has taken in at least $8.25 million in total funding to date.

Participated · Series D · Sep 2019

Navigating Cancer offers an end-to-end oncology patient relationship management (PRM) platform adopted by more than 1,700 cancer care providers that connects providers and patients throughout the care cycle. The platform enables messaging, medication reminders, symptom reporting via a mobile app, and helps providers triage needs, manage symptoms, and streamline care coordination. Navigating Cancer’s software is used to increase patient engagement, improve patient experience, support value-based care, and help contain escalating costs. The company is on pace to grow its oncology customer base by 40% this year, reflecting accelerated adoption of its platform. Going forward, the company plans to enhance its mobile experience for oncology patients and develop AI-based population care capabilities to assess patient risk and identify proactive interventions. The PRM product roadmap emphasizes patient-reported outcomes, population care, and broader innovation to further improve outcomes and satisfaction. Navigating Cancer is a patient care and engagement company based in Seattle, Washington, led by CEO and co-founder Gena Cook. It provides a web-based hub that operates with any electronic health record vendor, enabling patients to stay informed and engaged in their care across multiple clinics, caregivers and geographies. The platform is deployed in partnership with cancer programs nationwide. In August 2015 the company closed a $10M funding round led by Merck Global Health Innovation Fund, with participation from ORIX Healthcare Capital and existing investor Rustic Canyon Partners. The company said it will use the proceeds to accelerate expansion of the business. No revenue or user metrics were disclosed in the article. Navigating Cancer provides an online patient portal and interactive community aimed at helping cancer patients prepare for visits, complete paperwork, manage treatment organization, and track symptoms. The company says its platform is already used by more than 500 oncology providers and is supported by a 14-person team. Management is led by co‑founder and CEO Gena Cook, with co‑founder Michael Graff heading product/technical work; their backgrounds include McKesson, Bristol‑Myers Squibb, Ancestry.com and Microsoft. Product roadmaps cited in the article include hiring additional developers, expanding portal features, and integrating electronic access to health information by connecting with EMR vendors to make release of information seamless and useful for patients. The article frames this work against a large market opportunity—National Cancer Institute estimates cited for people with current or prior cancer and annual new cases—and notes competing patient‑focused sites such as MyHealthTeams, PatientsLikeMe, Avva Health and Onc Charts. Financially, the company has raised multiple rounds and is investing proceeds into product development and EMR integrations.

Participated · Equity · Nov 2016

Invincea's flagship product, X by Invincea, is a machine-learning next-generation antivirus that combines deep learning, behavioral monitoring, and isolation in a single lightweight agent. The product is consistently rated at the top in malware detection by multiple third-party testing institutions and received high marks in Forrester's Endpoint Security Wave. Tests cited in the release highlight strong detection and prevention effectiveness and low latency (detection within 20 milliseconds in third-party testing). Invincea says X stops known, unknown, and file-less malware as well as ransomware and spear phishing without relying on signatures. The company serves customers across healthcare, financial services, government, state and local, and education sectors. It raised capital to accelerate growth across major industry verticals and scale the business around X by Invincea. Invincea provides a desktop security software suite and a threat intelligence appliance that protect networks by moving applications that render untrusted content into controlled virtual containers which detect and terminate threats in real time. Its technology is designed to stop all types of threats directed at end-users, including zero-days. Led by Founder and CEO Anup Ghosh, the company recently acquired Sandboxie, a globally deployed competitor in the virtualized containment market. Invincea has launched Invincea FreeSpace™ for Small Business and serves nearly 10,000 organizations worldwide across industries such as energy, oil and gas, high tech, financial services, healthcare, retail, transportation, defense and government. The company is pursuing global growth and expansion into the small business sector. It raised $16m in Series C equity financing to support these plans. Invincea provides malware threat protection via application virtualization, moving applications that render untrusted content into controlled secure virtual environments. Its platform automatically detects and terminates threats in real time, including zero-days. The company raised $5.1M in growth capital from Harbert Venture Partners, Grotech Ventures and New Atlantic Ventures. Invincea intends to use the funding to expand its sales, engineering, and marketing teams and to grow its presence across highly targeted corporate environments. Target verticals cited include oil and gas, high tech, financial services, defense, healthcare, pharmaceuticals and energy. The company was founded by CEO Anup Ghosh and has recently appointed several sales and client-services executives, including Christopher Smith as World Wide Vice President of Sales and Rob Cahill as Director of Federal Sales.