Participated · Series B · Feb 2026

Jump is an AI assistant and intelligence engine built for financial advisors and other financial services professionals. The platform automates meeting preparation, note-taking, recaps, follow-ups and CRM updates while embedding industry-leading compliance and delivering over 20 AI-driven features. Launched in 2023, it has scaled from zero to 27,000 advisor users in under two years, adding more than 2,000 new advisors each month and touching firms that manage an estimated $12 trillion in client assets. Advisors using Jump report saving one to two hours per day and experiencing measurable increases in organic growth. The technology has processed the equivalent of 183 continuous years of client meetings and has earned seven industry awards. With new funding, Jump plans to evolve its meeting assistant into a comprehensive intelligence and AI orchestration layer that proactively identifies opportunities, risks and next-best actions for advisors, while enhancing enterprise-grade functionality for large deployments. The company has now raised a total of $105 million to support this vision.

Participated · Series B · Jan 2025

Clutch partners with credit unions to optimize operations by providing digital solutions that enhance loan origination and deposit account onboarding. Its platform offers experiences for both members and employees, aiming to increase operational efficiency, cross-selling opportunities, and overall customer satisfaction. Since its founding in 2020, the company has expanded its suite of services to include digital loan applications and deposit account openings. Clutch has onboarded over 135 credit union clients across all states and sizes, including six of the top ten largest institutions. Led by CEO Nicholas Hinrichsen, the company plans to use new funding to support growth and product innovation, including investments in AI and expanded platform capabilities. The company is focused on helping credit unions compete more effectively for digital-first consumers.

Participated · Series B · Mar 2024

Tava Health operates a technology-driven behavioral health platform that connects clinicians, employers, and health plans and offers tools across the care lifecycle. The company recently launched Symphony by Tava Health, an AI-assisted practice management system for clinicians; TavaCare for Employers, which can be fully sponsored or used with existing insurance without per-employee fees; and Tava Guide, a referral and care-tracking hub for payers and systems. Tava reports integrations with more than 200 health plans and claims in-network reach for nine in 10 commercially insured Americans, with first-session availability in as little as 12 hours. It also reports that 87% of its clients show measurable clinical improvement. The company says its platform is designed to reduce administrative burden for clinicians while removing cost barriers for employers. The new Series C funding will support deeper investment in partners and continued platform expansion.

Participated · Series A · Jan 2023

Cruisebound provides a digital cruise assistant and booking platform aimed at first-time cruisers. The platform aggregates comprehensive inventory with real-time pricing and instant booking across major cruise lines, and offers a customer service team and no booking fees. Cruisebound lists 27,000+ cruise itineraries from 19 of the top cruise lines. The company intends to use new funds to accelerate its cruise booking products. Cruisebound was founded in 2022 and is led by CEO Pierre-Olivier Lepage and Bjorn Larsen. The company is based in New York City. Cruisebound offers a mobile-optimized OTA that aggregates deals from major cruise lines, enabling users to compare prices, itineraries, ships and cabin types with filters, deck plans and destination content. The platform targets first-time cruisers and younger travelers, with 91% of purchases made on mobile and an average customer age of 36. It surfaces personalized discounts—resulting in average savings of 15–30% for eligible customers—and combines instant online booking with a "Human Support Guarantee" for post-booking service. Feature differentiation includes no booking fee, buy-now-pay-later via Uplift, and A/B testing of multi-cabin booking capability. Cruisebound monetizes through booking commissions and is focused on improving unit economics while growing its customer base to convert non-cruisers into first-time cruisers.

Led · Equity · Jan 2023

Glowbar delivers custom, clinical‑grade facials in 30 minutes using a proprietary system that lets licensed estheticians design tailored treatment plans. Launched in 2019 and led by CEO and Founder Rachel Liverman, the company's services include dermaplaning, chemical peels, extractions, LED, microcurrent, and high frequency. Glowbar owns and operates six studios across New York and Connecticut and employs more than 100 licensed estheticians. The company closed a $10M growth funding round led by Peterson Partners. Glowbar plans to use the proceeds to expand headcount across the organization, including senior leadership, and to further invest in training for its estheticians. The raise supports the brand's operational scaling and training initiatives as it grows its studio footprint and team.