The Venture Codex

Participated · Series C · Jun 2026

Gradial builds an agentic execution platform and cloud infrastructure layer that automates end-to-end digital marketing workflows—such as brand compliance, asset tagging, accessibility QA, and multi-variant page assembly—directly inside existing enterprise content management systems. Led by CEO Doug Tallmadge and based in Seattle, the company serves Fortune 500 customers including AWS, Prudential, T-Mobile, Vanguard, and Kaiser Permanente. Gradial reported a tenfold expansion in annualized recurring revenue over the last year and has raised more than $110M within the past 16 months. The company plans to expand its AI engineering teams, grow global enterprise sales, and scale cloud infrastructure to support faster asset generation and cross-platform publishing following the Series C.

Participated · Series B · May 2026

Pace develops AI agents that navigate internal applications, reason across documents, and make phone calls to automate back-office insurance tasks such as submission intake, policy servicing, claims handling, and data entry. Since launching last year, the company reports its agents have autonomously completed more than a quarter of a million insurance workflows. Pace partners with insurers and brokers including The Mutual Group, Newfront, Prudential Financial, and WTW and has deployments producing measurable outcomes for customers. At Prudential, Pace automates thousands of hours of manual work tied to policy servicing and issuance; in partnership with Ryze Claim Solutions it helps resolve claim cycle times 30% faster; and at Convex US it accelerates data ingestion for new business and renewals. The company raised $46 million in a Series B led by Thrive Capital and Sequoia Capital with participation from Emergence Capital and Pruven Capital and plans to use the funding to scale operations across the U.S., Europe, and additional global markets.

Participated · Series B · Apr 2026

Wealth.com provides a purpose-built AI platform that unifies estate and tax planning into a single system for financial advisors and institutions. Its proprietary Ester Intelligence engine is trained on estate and tax scenarios to deliver deterministic, auditable outputs and powers end-to-end advisor workflows and integrations. The company reported 664% year-over-year growth in AI-powered workflows and has achieved at least 3x revenue growth in each of the last four years. Wealth.com supports advisory firms that collectively service more than $15 trillion in client assets, processed over 100,000 estate documents in 2025, and performs thousands of deterministic calculations per estate distribution. It has expanded into tax planning, secured approvals from the three largest U.S. broker-dealers (unlocking access to over 50,000 financial advisors), and holds agreements with three of the top five banks. Wealth.com has been recognized in industry surveys and awards, including category leadership in estate planning market share in the Kitces AdvisorTech Survey and inclusion in the CB Insights Fintech 100.

Participated · Equity · Feb 2026

Accrual is a San Francisco-based AI-native accounting platform designed to unify and automate the tax preparation and review workflows of professional accounting firms. Its software employs AI agents that read and organize diverse client inputs—ranging from complex K-1s and 1099s to spreadsheets, emails, and multi-hundred-page statements—then generate follow-up questions and produce draft returns ready for human review. By structuring data at ingestion and integrating with existing tax engines, the system cuts preparation time by more than 85% and review time by up to 60%, effectively adding the capacity of one accountant for every 50 complex returns processed. Early pilots with H&R Block, Armanino, Creative Planning, and other Top 100 firms have saved thousands of hours per tax season while increasing accuracy and consistency. The company is presently focused on individual tax returns but plans to extend its platform to additional return types and broader accounting workflows. Proceeds from its recent $75 million raise are earmarked for continued product and AI development, hiring engineers and accounting experts, and scaling firm onboarding. Founded by former Stripe and Brex engineering leaders, Accrual aims to become foundational infrastructure for next-generation accounting services.

Participated · Series B · Dec 2025

Angle Health provides an AI-powered, vertically integrated platform that combines underwriting, claims administration, and member engagement to streamline employer-sponsored health benefits. Its benefit-builder and quote-to-card tools let brokers generate firm underwritten quotes in minutes using only a census and activate groups in real time. The platform connects employers and employees to tailored healthcare plans, aiming to make benefits administration faster and more transparent. Led by CEO Ty Wang, the company plans to use new capital to expand operations and accelerate product development. Angle Health positions itself as a solution for businesses of any size seeking custom benefits packages and a consumer-grade healthcare experience. With the latest financing, the company’s total funding approaches $200 million, underscoring strong investor confidence in its growth trajectory.