Led · Series A · Jun 2026

Capsa AI develops an AI platform that creates a unified knowledge layer across a private capital firm's existing systems (CRMs, Outlook, SharePoint and proprietary sources) to make institutional information searchable and accessible through AI-powered workflows. The technology captures how a fund operates and encodes that operational knowledge to streamline sourcing, due diligence, portfolio monitoring and back-office functions. Its platform is already used by several large private capital firms and indexes millions of internal documents, conversations and records while meeting enterprise security and compliance requirements. Capsa AI was founded by Danyal Oezduezenciler and Callum Downie. Financially, the company has raised $18 million in a Series A and $20 million in total to date. Capsa AI plans to expand into the U.S., grow engineering and go-to-market teams, and continue developing its agentic AI and indexing capabilities.

Led · Equity · Aug 2025

Founded in 2015, Traydstream is a British platform that digitalizes trade documents and transactions by using AI to extract data and verify compliance with global trade rules. Its platform has processed transactions totaling more than $350 billion and handled over 7 million operations across 68 countries. Traydstream has been developing new products such as TraydFund, a 2025 collaboration with NeoVentures designed to enable financial institutions to sell and distribute trade finance assets. The company positions itself as a provider of solutions to help financial institutions modernize trade finance workflows and improve efficiency. The recent strategic investment from NeoVentures, e& Capital, and Pivot Investment Partners is intended to accelerate its growth and partnerships in the financial sector. The articles do not disclose Traydstream's revenue, valuation, or the monetary size of the new investment.

Led · Series B · Aug 2025

Docyt develops Docyt High Precision Accounting Intelligence (HpAI), an AI engine purpose-built to automate complex accounting workflows such as reconciliation, categorization, anomaly detection, and month-end close. Its capabilities are delivered via the Docyt Accountant Copilot with embedded AI agents designed to simulate the intelligence of senior bookkeepers and offload tasks typically handled by junior accountants. HpAI combines large language models with precision-trained AI built on a five-year, clean bookkeeping dataset and foundational models trained on full-cycle bookkeeping data including ERP charts of accounts, vendor records, bank transactions, revenue, and expense data. The company says its models leverage 128 billion accounting data points across more than 20 industry verticals and adapt in real time without requiring retraining on customer data. Docyt has begun offering full automation in certain verticals starting with Hospitality and targets accounting firms and multi-entity businesses for broader scaling. The company is led by co-founder and CEO Sid Saxena and is based in Mountain View, CA. Docyt offers an end-to-end AI-driven platform that automates accounting workflows for SMBs by extracting data from scanned or emailed receipts, bills and revenue statements and reconciling them with bank and credit card transactions. Users connect bank accounts and the system updates the accounting ledger in near real time, producing financial reports for business owners. The company began as a secure document-sharing platform and has since added integrations with existing revenue systems. Docyt has focused on verticals like hospitality, where legacy software and PDF receipts are common and its AI can learn document formats quickly. The company plans to use new funding to expand its team with emphasis on go-to-market capabilities. Docyt reported 6x revenue growth and 4x customer growth in 2021. Docyt offers an ML-based accounting automation platform that emphasizes document-centric data extraction, digitizing receipts, auto-categorization and reconciliation across the accounting stack. The service pulls bank and card transactions via Plaid and can automatically attach emailed receipts to matching transactions, then syncs data with QuickBooks. Docyt is positioned as a partner to QuickBooks and aims to extend its usefulness for businesses growing toward systems like NetSuite or Sage. The company began as a secure mobile document-sharing platform and retains a strong focus on documents while applying AI to routine accounting tasks. Docyt announced a $1.5M seed-extension and said it will use the new capital to accelerate customer growth. The product targets small and medium businesses and their accounting firms to reduce manual bookkeeping work.

Participated · Series B · Jan 2025

OneVest provides a modular, end-to-end wealth management platform that lets banks, RIAs, asset managers and insurance companies deploy full solutions or pick individual modules to modernize their wealth programs. The platform is designed to reduce implementation time and vendor costs, enable configurable hybrid investor experiences, and give advisors greater control and insights over their books of business. OneVest is building advanced AI capabilities to enhance decision-making and client engagement and is expanding offerings in alternative investments. The company emphasizes strategic integrations with partners such as BlackRock, Vanguard and Salesforce Financial Services Cloud to deepen value for mutual customers. OneVest says the product is positioned to help enterprises respond to a large intergenerational wealth transfer and to expand across the U.S. and Canada. The company recently closed a $20 million Series B equity round to support growth and product development. OneVest offers a modular, adaptable Wealth-as-a-Service platform that lets financial institutions integrate and configure wealth-management components to match specific needs. Its product includes investor and advisor interfaces, data aggregation, a book of record, and a portfolio management engine. The platform automates and streamlines front-, middle- and back-office functions that often rely on manual processes and siloed systems. OneVest says its solutions can be launched in weeks, reducing implementation time compared with legacy technology. The company plans to use new capital to accelerate growth, expand into the U.S. market, and grow teams across enterprise sales, operations, product, and engineering. OneVest was founded in 2021 and operates out of Calgary and Toronto. OneVest is a fintech based in Calgary and Toronto that offers an embedded Wealth-as-a-Service (WaaS) platform for fintechs, digital banks and financial institutions. Its core product is an API-driven platform that enables enterprises to launch personalized investment portfolios and digitally-native wealth experiences in a matter of weeks. The technology integrates with fintechs, credit unions, traditional banks and wealth management firms to bundle investing capabilities with other financial products. The company was founded by Amar Ahluwalia, Jakob Pizzera and Nathan Di Lucca. OneVest plans to use newly raised capital to expand the team, grow sales and drive product development. No operating metrics or revenue figures were disclosed in the article.

Participated · Series D · May 2023

OpenFin builds a web-based OS and application interface aimed at financial services to unify desktop apps and workflows. Its platform offers a single search interface—what the CEO described as “Spotlight Search on steroids”—to search across apps, reduce the industry’s so-called “toggle tax,” and drive richer workflows. The company says its software is used by more than 3,800 banks and wealth and asset management firms across 60+ countries. OpenFin recently closed a $35M Series D, bringing total capital raised to $82M. It competes with enterprise browser-like offerings such as Island and counts major banks and trading firms among its customers and investors. The company has expanded its footprint with a deal with the London Stock Exchange and into the U.S. government sector via a strategic partnership and investment from In-Q-Tel. OpenFin offers a desktop operating platform that sits above native operating systems (Windows, macOS) to let users view, use, and integrate multiple apps on one screen. The platform automatically synchronizes updates across apps and allows customers to build and integrate custom apps, reducing time lost to app switching and duplicate data entry. OpenFin targets knowledge-worker productivity and aims to displace traditional web browsers such as Chrome and Edge, competing with emerging browser startups like Island. The company emphasizes security and user experience as differentiators. Historically focused on finance customers including Goldman Sachs and JPMorgan, OpenFin is expanding into the government sector through a partnership with In-Q-Tel. Its recent funding includes a $10 million investment from ING Ventures and an additional undisclosed investment from In-Q-Tel. OpenFin is a NYC-based provider of a web-based operating system for financial firms. Led by CEO Mazy Dar, its OS is used at more than 1,500 banks and buy-side firms across nearly 200,000 desktops in 60+ countries. The company also maintains offices in London. It raised an additional $5m as part of its Series C, bringing that round to $22m and total funding to date to $45m. Investors in the Series C include HSBC, Bain Capital Ventures, Barclays, CME Ventures, DRW Venture Capital, J.P. Morgan, NYCA Partners, Pivot Investment Partners and Wells Fargo. OpenFin said it will use the financing to expand its product offering into Asian markets and to fund new product initiatives. OpenFin provides an operating system for the financial services industry that enables easier app deployment, faster security assurances, and interoperability across desktop applications. Its platform prevents apps from accessing local file systems to simplify security reviews for banks and institutions. OpenFin launched OpenFin Cloud Services to let firms create private local app stores without coding. The company reports more than 1,500 major financial firms as customers, nearly 40 leading vendors, 15 of the world’s 20 largest banks, and over 1,000 apps built on the OS. Deployments exceed 200,000 desktops, and since its February 2017 Series B its deployments and headcount have more than doubled while its European presence has tripled. OpenFin plans to use new capital for hiring and to expand its footprint across more desktops globally, aiming to become the core operating infrastructure for financial application developers. OpenFin provides a common operating layer for financial desktop applications using a modern, open technology stack and Google’s Chromium engine to deliver a secure, sandboxed environment across Windows, Mac and Linux. The platform enables rapid development and ‘instant’ deployment of desktop apps, shrinking deployment and update cycles from 6–18 months to immediate rollout. OpenFin’s technology is licensed across over 100,000 desktops and is used by applications from 35 of the world’s largest banks and trading platforms. Customers use the platform to redesign and unify front‑end experiences for traders and other end users, and to deploy applications both in‑house and to buy‑ and sell‑side clients. Strategic partners are integrating with the platform—Euclid Opportunities said it is bringing NEX Optimisation services onto OpenFin—indicating enterprise fintech adoption. Financially, OpenFin announced a $15 million Series B and has raised $22 million in total venture funding to date.