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 · 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 · Oct 2025

OpenSolar is a San Francisco-based software platform that supports more than 25,000 solar installer businesses across over 160 countries. The company offers a free-to-use solar operating system that enables installers to create highly accurate system designs using Google’s Solar API data. Beyond system design, the platform includes sales-proposal generation, project management, payment processing, finance solutions, hardware ordering, and inventory management tools. OpenSolar’s business model centers on delivering these end-to-end capabilities at no cost to installers, encouraging wider adoption of solar technology. The company plans to deploy artificial-intelligence enhancements to further automate and optimize system design and project workflows. With its global reach and robust feature set, OpenSolar positions itself as a key enabler in the accelerating renewable-energy transition.

Participated · Series B · Sep 2025

Founded in 2020, Solana Beach, California–based Alvys offers a modern Transportation Management System (TMS) that automates dispatch, load management, tracking, driver management, billing, payroll and more for logistics companies. The platform combines AI, automation, native EDI and over 120 integrations to eliminate manual work and enable real-time, data-driven decisions. Customers report a 28% increase in monthly loads, a 9% revenue boost, 90% faster accounting, 80% less data entry and significant time savings in dispatch and administrative tasks. With fresh capital, Alvys plans to deepen AI throughout its workflows, expand enterprise-grade functionality via advanced API integrations, refined analytics and enhanced compliance, and accelerate onboarding for mid-market fleets seeking rapid ROI. The company’s goal is to let carriers and brokers grow load volumes and profit margins without adding overhead, delivering ROI in weeks instead of years. Alvys has earned spots on FreightWaves’ and Transport Topics’ Top 100 lists and was named a 2024 Top Tech Startup by Supply & Demand Chain Executive. Including its latest round, the company has raised $77 million to date, positioning it to scale product development and go-to-market efforts.

Participated · Series C · Mar 2025

BuildOps, founded in 2018 and based in Los Angeles, builds field service management SaaS that helps commercial contractors in the U.S. and Canada with project management, service, dispatching, and invoicing via AI-powered automation. Its per-user annual-contract pricing serves HVAC, plumbing, mechanical, electrical, and fire and life safety contractors and the platform claims to boost efficiency, reduce errors and downtime, and increase profitability. The company reports over 1,000 commercial contractor customers and about 375 employees, up roughly 50% year over year. Chanani declined to disclose hard revenue figures but said the company launched its platform in 2020, surpassed seven figures in its first year, tripled that figure in 2021 and 2022, and then doubled revenue in 2023 and 2024. BuildOps is not yet profitable as it prioritizes aggressive scaling and investment in product and technology. It plans to use the new capital to expand headcount, invest in products and its API architecture, and pursue strategic acquisitions. BuildOps provides a SaaS platform for commercial service and project-oriented trade contractors to manage workflows and operational tasks. The purpose-built technology integrates scheduling, dispatching, inventory management, contracts, workflow, purchasing, and invoicing into a single software suite. It serves commercial contractors of all sizes, from a dozen employees to several thousand. The platform is designed to address industry challenges such as supply chain delays and the skilled labor shortage. BuildOps is led by CEO and founder Alok Chanani and is based in Los Angeles, CA. The company raised $50M in a round that brought total funding to $100M and plans to use the proceeds to accelerate growth and cement its market position. BuildOps is a SaaS technology platform that integrates scheduling, dispatching, inventory management, contracts, workflow, and accounting into a single software suite for commercial contractors. The product is built specifically for modern commercial contractors with staff ranging from a dozen to thousands of employees. The company plans to use the funds to expand operations and its business reach. BuildOps was founded in 2018 by co-founders Alok Chanani, Steve Chew, and Neeraj Mittal and is based in Los Angeles, California. The article frames the company as an all-in-one management solution for the commercial contracting market. BuildOps sells an integrated software platform that combines scheduling, dispatching, inventory management, contracts, workflow and accounting into a single package for commercial real estate contractors. The product targets subcontractors with staffs ranging from a few dozen to several hundred employees. The company plans to use the new financing to support continued growth. BuildOps positions itself against fragmented tech adoption in the subcontractor segment of the commercial construction market. The company cites industry context that commercial construction spending grew from $626 billion to $807 billion over the past three years. The founding team includes former ServiceTitan developer Neeraj Mittal, Steve Chew, and Alok Chanani.