Participated · Equity · Mar 2026

Axiom Trust Company combines a regulated retail trust charter with an AI-powered software platform to modernize how trusts and estates are administered amid the $100 trillion ‘Great Wealth Transfer.’ Its system parses legal documents, normalizes data, monitors compliance, and produces decision packages that give fiduciaries a clear audit trail for actions such as beneficiary distributions. By off-loading administrative drudgery to AI, the firm allows professional trustees to focus on judgment and client service while offering families faster, more transparent, and more accountable stewardship. The platform is positioned between legacy high-touch trust departments that rely on 1990s systems and newer software-only tools that lack fiduciary accountability. Early use cases include complex family situations, special-needs trusts, and contested estates where documentation rigor is critical. The company has raised $11.8 million in venture funding to build out its infrastructure and scale service delivery. No revenue or user metrics were disclosed in the launch announcement.

Participated · Series C · Nov 2025

Based in Brentwood, Tennessee, Spiras Health delivers personalized home-based care to people with complex chronic illnesses through a combination of in-person visits, telehealth, care coordination, and support for social determinants of health. Its nurse practitioner–led teams aim to improve health outcomes, reduce avoidable hospitalizations, and enhance quality of life for vulnerable, often underserved, populations. Operating under value-based care contracts, the company partners with health plans and focuses heavily on Duals Special Needs, Medicaid, and Medicare Advantage populations. With the latest financing, Spiras plans to broaden its product offerings and extend its services to additional states, targeting new market entries in Q1 2026. The company recently strengthened its leadership by appointing P. Nelson Le, MD, MBA, as Chief Medical Officer and Braden Manifold as Chief Financial Officer. Although specific revenue or user figures were not disclosed, Spiras previously raised $14 million in a 2021 Series B and continues to draw support from prominent healthcare investors.

Participated · Series A · Aug 2025

Isaac Health is a specialist-led dementia care platform that guides patients through four phases of care: screening, specialist diagnosis, treatment and ongoing neurocognitive care management. The company provides at-home risk assessments including biomarker tests, connects patients to a network of more than 40 neurologists and other providers led by Harvard-trained neurologist Dr. Joel Salinas, and delivers both medication (e.g., cholinesterase inhibitors) and non-drug interventions such as cognitive therapy. Launched in 2022 and based in New York City, Isaac's platform recently became available in all 50 states and targets older adults showing early signs of dementia as well as people in their 40s and 50s. Isaac is partnered with more than 10 health plans and several health systems, is in-network with most major insurers including Medicare, and has screened more than 5,000 users on its platform. Its revenue is supported mainly by health plans and partially by patients depending on co-pays and deductibles. The company intends to use new funding to expand access to specialist-led cognitive care across the U.S. Isaac Health operates a virtual brain health and memory clinic platform that harnesses predictive machine learning to identify patients with cognitive and brain health conditions and deliver center-of-excellence-level care at scale. The company partners with health systems and payers to screen, diagnose, treat, and manage populations with brain health conditions and also offers a direct-to-consumer memory clinic service at myisaachealth.com. Isaac Health was launched in 2022 and is headquartered in New York. The company positions itself to address widespread access gaps: the Society of Actuaries classifies more than 20 U.S. states as "dementia neurology deserts," and the articles cite that 61% of dementia cases and 92% of mild cognitive impairment cases go undiagnosed. Isaac Health cites the recent FDA approval of a disease-modifying therapy for early-stage Alzheimer’s disease as increasing the need for specialist evaluation and follow-up. The business recently completed an oversubscribed $5.7 million Seed financing to accelerate development of its provider platform, scale operations, and expand strategic partnerships. The company plans to further develop and expand its brain health provider platform to advance screening, diagnosis, treatment, and management across communities.

Participated · Series A · Nov 2024

Seen Health delivers culturally-focused, technology-enabled care built on the Program of All-Inclusive Care for the Elderly (PACE), operating through community centers and in participants' homes. The company combines an integrated platform—innovative devices, a PACE-centric EHR, and advanced AI infrastructure—to automate back-office tasks, support interdisciplinary teams, and manage full-risk plans for frail seniors. Seen Health emphasizes culturally competent services (language-concordant staff, family involvement, Eastern medicine, cultural activities) aimed at underserved communities, with an initial focus on the Asian and Pacific Islander community. The team is led by twin founders Xing and Yang Su, who bring experience from Uber and Salesforce and have partnered with clinical leaders and seasoned PACE executives. Seen Health publicly launched while noting PACE's strong outcomes (24% lower hospitalization rates) and the large unmet need (fewer than five percent of eligible seniors enrolled and more than 10 million eligible seniors nationwide). The company has announced plans to open its first center soon in Los Angeles County's San Gabriel Valley and to scale via its technology-enabled operating model.

Participated · Series B · Feb 2024

Carewell is an online retailer focused on giving family caregivers tools, educational resources, and affordable home-health products. Its offerings include incontinence supplies, nutritional supplements, mobility products, mom & baby items, and more, supported by 300+ educational articles, video content, FAQs, and trained customer-care experts. The company emphasizes a 24/7 customer experience and positions itself as a leading ecommerce destination for caregiving products. Carewell intends to use the Series B proceeds to accelerate growth, bolster its e-commerce technology, expand its product suite, and improve overall customer experience. The company has announced several senior hires from Chewy and plans to relocate its headquarters to Miami to support this expansion. Founded in 2017, Carewell recently completed a $24.7M funding round to advance these initiatives. Carewell operates a curated e-commerce site selling vetted hygiene, home, personal care, meal and other caregiving products and providing guides and advice for informal family caregivers. The company is not a marketplace — it sources and vets products directly in partnership with manufacturers and its caregiver community to ensure quality and a consistent customer experience. Carewell was founded in 2015 by Bianca Padilla and Jonathan Magolnick and is based in Charlotte, North Carolina. The business is 100% cash-pay, notes that most products are IRS-approved qualified medical expenses usable with HSAs, and estimates an $88 billion out-of-pocket market for caregiving products versus $30 billion covered by insurance. Carewell disclosed limited financials but said revenues doubled in the first month of the COVID-19 pandemic and that roughly 40,000 people had purchased products on the site since February 2020. Investors and company leadership describe the opportunity as one for national expansion and deeper engagement with the growing population of unpaid family caregivers.