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Pivot Investment Partners

250 Vesey Street Suite 2601, New York, NY, 10281, United States

Overview

Investment firm specializing in financial services and FinTech growth.

Founded

2014

Deals ยท 12mo

1

Links

WebsiteLinkedIn

Stage focus

Series A
Series B

Geographic focus

Canada
United Kingdom
United States

Sector focus

Artificial Intelligence (AI)
Big Data
Compliance
Credit
...

Investment portfolio

31rounds
NAMEDATESIZE
Capsa AI
Jun 2026Led
$18 MSeries A
Traydstream
Aug 2025Led
$11 MOther Equity
Docyt
Aug 2025Led
$12 MSeries B
OneVest
Jan 2025Participated
$20 MSeries B
Traydstream
Sep 2023Led
$21 MSeries B
OneVest
Jun 2023Participated
$13 MSeries A
OpenFin
May 2023Participated
$35 MSeries D
Droit
Mar 2023Led
$23 MSeries B
Trovata
Jun 2022Participated
$27 MSeries B
H2O.ai
Nov 2021Participated
$100 MSeries E
iCapital Network
Jul 2021Participated
$440 MSeries D
Cape Analytics
Jul 2021Led
$44 MSeries C
Capsa AI
Jun 2026Led
$18 MSeries A
Traydstream
Aug 2025Led
$11 MOther Equity
Docyt
Aug 2025Led
$12 MSeries B
OneVest
Jan 2025Participated
$20 MSeries B
Traydstream
Sep 2023Led
$21 MSeries B
OneVest
Jun 2023Participated
$13 MSeries A
OpenFin
May 2023Participated
$35 MSeries D
Droit
Mar 2023Led
$23 MSeries B
Trovata
Jun 2022Participated
$27 MSeries B
H2O.ai
Nov 2021Participated
$100 MSeries E
iCapital Network
Jul 2021Participated
$440 MSeries D
Cape Analytics
Jul 2021Led
$44 MSeries C
31
Items
...
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Insights

Time horizon

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Deal Distribution

Pivot Investment Partners: 31 funding rounds are recorded in the selected participation categories.All available history.
Pivot Investment Partners: 31 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02
Series A25
Series B64
Series C+25
Other Equity23

Monthly Deal Activity

Pivot Investment Partners: 31 deals are recorded across 145 months.All available history.
Pivot Investment Partners: 31 deals are recorded across 145 months. All available history
MonthDeals
Oct '141
Nov '140
Dec '140
Jan '150
Feb '151
Mar '151
Apr '151
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
Feb '160
Mar '161
Apr '160
May '160
Jun '161
Jul '160
Aug '160
Sep '160
Oct '160
Nov '162
Dec '160
Jan '170
Feb '171
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '171
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '191
Feb '190
Mar '190
Apr '190
May '191
Jun '190
Jul '190
Aug '190
Sep '191
Oct '190
Nov '190
Dec '191
Jan '200
Feb '200
Mar '200
Apr '201
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '212
Feb '210
Mar '212
Apr '210
May '210
Jun '210
Jul '212
Aug '210
Sep '210
Oct '210
Nov '211
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '221
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '231
Apr '230
May '231
Jun '231
Jul '230
Aug '230
Sep '231
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '251
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '252
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '261
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Pivot Investment Partners: Fintech is the largest displayed sector by deal count (28 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Pivot Investment Partners: Fintech is the largest displayed sector by deal count (28 deals). All available history
SectorDeals
Fintech28
Enterprise Software15
Professional Services8
AI & Machine Learning7
Networks, Cloud & Communication5
Data, Analytics & IT3
Hardware & Robotics1
Marketing & Advertising1
Real Estate & Construction1

Deal Size Distribution

Pivot Investment Partners: 31 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Pivot Investment Partners: 31 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M3
$5M-$10M5
$10M-$25M16
$25M-$50M4
$50M-$100M0
$100M-$250M2
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

Pivot Investment Partners: United States has the largest recorded deal count among the displayed regions (26 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

Pivot Investment Partners: United States has the largest recorded deal count among the displayed regions (26 deals). All available history
RegionDeals
United States26
Europe3
Canada2
Pivot Investment Partners: 20 co-investors are shown, with J.P. Morgan sharing 5 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Pivot Investment Partners: 20 co-investors are shown, with J.P. Morgan sharing 5 recorded deals. All available history
Co-investorShared deals
J.P. Morgan5
Bain Capital Ventures4
DRW Venture Capital4
Goldman Sachs4
Nyca Partners4
Wells Fargo4
Fin Capital3
Barclays2
Blumberg Capital2
Brewer Lane Ventures2
Capital One Ventures2
CME Ventures2
Deloitte Ventures2
Euclid Opportunities2
Illuminate Financial2
Leucadia National Corporation2
Luge Capital2
OCA Ventures2
OMERS Ventures2
Quantum Strategic Partners2

Investment Strategy

Pivot Investment Partners: Led accounts for 39% and participating for 61% of round participation.All available history.
Pivot Investment Partners: Led accounts for 39% and participating for 61% of round participation. All available history
CategoryDeals (count)Share (%)
Led1239%
Participating1961%
Pivot Investment Partners: Single-lead accounts for 42% and co-led for 58% of lead dynamics.All available history.
Pivot Investment Partners: Single-lead accounts for 42% and co-led for 58% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead542%
Co-led758%

Team

Akbar Poonawala

Co-Founder and Managing Partner

Dinkar Jetley

Co-Founder & Managing Partner

Larry Klane

Co-Founder