Participated · Series A · Jul 2026

Feathery provides an AI operating system that collects and structures client information, synchronizes major systems of record, and normalizes data across surfaces, paired with an AI decisioning system that analyzes business data, surfaces insights, and feeds learnings back into workflows. Its platform powers a range of mission-critical workflows for insurance carriers, brokers, RIAs and broker-dealers, including client onboarding, submission intake, FNOL workflows, proposal generation, account opening and maintenance, and bordereaux ingestion. Feathery serves more than 300 firms and processes tens of millions of monthly submissions, and counts clients such as Sequoia Financial, Allworth Financial, Mission Wealth, Tokio Marine, Hiscox, Banner Life, Baldwin Group, Hilb Group, and Hylant. The company emphasizes integration with existing systems rather than forcing replacements. Following its $30M funding round, Feathery plans to invest in products that tap its data network and to expand engineering and go-to-market teams. The company is headquartered in San Francisco.

Participated · Series B · Jul 2026

Flex positions itself as a private bank for high-net-worth and middle-market business owners, providing multi-currency accounts, stablecoin payment systems and wallets, institutional USD accounts, private credit, business cards across entities, and an AI finance agent called Beacon. The company has launched Flex Global, a stablecoin-powered banking service available in more than 100 countries, with multi-currency accounts in 76 countries supporting 32 currencies. Flex reports strong growth metrics: annualised total payment volume exceeding $10 billion, annualised revenue now in nine figures after tripling since December, and customers using an average of four or more products. Its largest client categories by count are construction, wholesale, and multinational businesses, and it targets an estimated 350,000 high-net-worth business owners in the U.S. and about 3 million worldwide. Flex plans to expand into business finance, personal finance, payments, private credit, and ERP, and to roughly double headcount from ~110 to over 200 within the year.

Participated · Equity · Jun 2026

LeapXpert's Communications Platform captures, governs, and analyzes conversations on consumer messaging channels in real time to make those interactions actionable for enterprises. The company serves hundreds of demanding organizations across financial services, government, and the Forbes Global 2000. LeapXpert has been named a Visionary in Gartner's Magic Quadrant for Digital Communications Governance and Archiving for two consecutive years, was listed on the Deloitte Technology Fast 500 in 2024 and 2025, and appeared on the Financial Times' 2026 list of the Fastest-Growing Companies in America. With the new $180 million growth investment, LeapXpert plans to deepen the platform's ability to understand and act on governed conversations, accelerate market expansion, and expand its senior leadership team. The company positions itself as the infrastructure layer to govern and unlock AI-driven value from enterprise messaging.

Participated · Series E · Jun 2026

KOHO is an online challenger bank that offers consumer financial services and is pursuing a Schedule 1 federally regulated bank licence. Achieving the licence would allow KOHO to hold customer deposits, which management says would provide a significantly cheaper source of funding. The company has been raising equity over time and has totaled $507 million in equity capital to date, including a $40 million equity raise in 2024. The recent $130 million financing increased KOHO’s valuation to $1.33 billion. KOHO intends to use the proceeds to build its capital base and expand its product suite to meet regulatory requirements and support growth. Management has positioned the fundraising as the final piece needed to satisfy conditions for operating as a federally regulated bank.

Led · Series A · May 2026

Happl builds a platform aimed at simplifying complex employee benefits administration, particularly for companies operating across multiple countries. The company emphasizes use of AI to reduce lengthy, spreadsheet-driven processes and streamline stakeholder workflows. Leadership communication around the fundraise noted recent team additions, with Andrew Okun joining the company just over two months before the announcement. Happl is actively hiring and soliciting conversations with potential customers and partners following the financing. The article did not disclose revenue, user counts, founding year, or location.