Led · Series A · May 2026

benefitbay operates an ICHRA platform that partners with brokers, employers, and carriers to deliver personalized benefits solutions including enrollment, payments, compliance, and administration. The company positions itself to help employers transition from traditional group health plans to defined-contribution healthcare models. Led by CEO Brandy Thompson and headquartered in Kansas City, MO, benefitbay focuses on broker enablement and integrations with carriers and payroll providers. With the newly raised Series A, the company plans to expand its payments infrastructure and deepen direct carrier and payroll integrations to support growth. The funding is intended to accelerate product and go-to-market capabilities rather than disclose operating metrics; no revenue, user, or prior round figures were provided in the announcement.

Led · Equity · Feb 2026

Founded in 2017, Circit offers an API-driven platform that supplies auditors with independent, real-time audit evidence by linking them to banks, funds service providers, law firms and corporates. The software digitises audit confirmations, provides permissioned access to bank-verified transaction data and delivers an AI-enabled, end-to-end workflow that feeds evidence straight into the audit file. More than 400 audit firms—including all Top 20 global networks—now use Circit, and its verification network spans over 30,000 banks and other evidence providers. In the past year alone, the platform confirmed assets and liabilities for 150,000 corporate entities and independently verified more than 100 million transactions. Circit is regulated as an Account Information Service Provider in Ireland, the UK, the EU and Australia. With growing demand for AI-driven, continuous audit data, the company plans to deepen bank API connectivity, embed additional AI-powered workflows and double its team while pushing into the U.S. market. The newly raised $22 million growth equity round will fund these product and go-to-market initiatives.

Led · Equity · Sep 2025

Inbox Health offers a cloud platform that uses artificial intelligence to generate clear, personalized medical bills and to automate multi-channel payment collection for healthcare providers. Patients can pay via credit card, digital wallet, ACH, phone or check, and can interact with human or AI support agents in 60 languages through calls, chat and email. The system feeds real-time payment posting, analytics and feedback dashboards back to practice staff, aiming to cut administrative workload and reduce unpaid balances. Recent partnerships include an enterprise rollout with CHE Behavioral Health Services and a deepened integration with Greenway Health’s Intergy EHR via the Greenway Marketplace. The company plans to devote new capital to further AI research focused on emotional intelligence and faster issue resolution. Since inception, Inbox Health has raised $55 million in equity financing across multiple rounds to fuel product expansion and market penetration.

Participated · Series D · Aug 2025

Blue J offers a generative AI tax research platform that covers U.S. federal, state and local (SALT), Canadian, and UK tax law, built on a rigorously curated database of authoritative sources. Its conversational interface lets users ask tax questions without special syntax and returns answers in seconds with relevant source citations. The system learns from millions of user queries annually and is positioned versus legacy keyword-based research tools. More than 70% of users log in weekly and Blue J’s Net Promoter Score is consistently in the mid-70s. In the first half of 2025 the company more than doubled its revenue and customer base and now serves tens of thousands of tax professionals across thousands of organizations. Since January 2025 Blue J has grown to over 80 employees and has more than doubled its rate of new customer acquisition; the company plans to use the new capital to accelerate team expansion, product development, and market reach. Blue J offers a generative AI–powered tax research platform that integrates authoritative tax content, including Tax Notes, regulations, case law, administrative rulings, and expert commentary. Its conversational interface synthesizes complex sources into clear, actionable answers and supports drafting memos and emails to streamline research workflows. After a major platform release in August 2023, Blue J grew to more than one thousand clients, including Big 4 accounting organizations, top 100 US CPA firms, and Fortune 100 companies. By the end of November 2024 the product was answering more than 100,000 tax research questions from users in the previous 30 days. The company announced a Series C investment led by Ten Coves Capital to accelerate global expansion and enhance its AI capabilities. Ten Coves partner Dan Kittredge will join Blue J’s board as part of the investment, positioning the company to expand its footprint among legal, accounting, corporate, and government organizations worldwide. Blue J builds a flagship tax analysis platform that uses machine learning and AI to analyze the merits of tax and legal positions. The company was founded in 2015 and operates from Toronto, and its team has grown to more than 65 employees. Its core product set includes a new tax diagramming solution purpose‑built for tax practitioners to document and analyze complex entity relationships. Blue J says the diagramming tool opens new ways to leverage AI and machine‑learning in tax analysis. The company has signed more than 200 organizations as customers, including leading North American law firms, global accounting firms, and the Canadian federal government. Management recently added Joshua Tanzola as VP, Global Sales, and Peter van Hezewyk as VP, Marketing to lead sales and marketing efforts. Blue J Legal builds AI-powered platforms that scan historic judicial decisions and use machine learning to predict court outcomes, helping legal and accounting professionals research and support positions more efficiently. The company reports its technology predicts court outcomes with 90% accuracy. Its products target North American tax law and Canadian employment law. Blue J says customers leverage its data alongside relevant case law to save time and money. The $2 million growth financing announced will be used to support product diversification and geographic expansion across North America. Blue J is Toronto-based and was founded in 2015; it is currently backed by BDC Capital, LDV Partners, Mistral Venture Partners and Relay Ventures. Blue J Legal develops machine-learning and AI products that analyze case law to bring clarity to legal questions, with an initial focus on tax and employment law. Its flagship products, Tax Foresight and Employment Foresight, let users assess the strength of legal positions and search cases by facts and outcomes rather than keywords. Since founding in 2015 the team has grown to more than 30 employees, and over the past two years the company has signed more than 100 clients for those products. Market-leading law and accounting firms such as Osler, Fasken, Gowling WLG, Miller Thomson, and Collins Barrow are among its customers. The company says its technology saves users hours and provides confident answers in challenging circumstances. Blue J plans to expand its product suite and extend the technology to other areas of law while establishing a foothold in the U.S.

Led · Series A · Jul 2025

BetterComp offers a modern, user-friendly compensation management platform that normalizes market data, automates routine tasks, and delivers AI-powered market pricing and pay recommendations. The product supports custom formulas and a policy-based approach to data consumption and communications, enabling compensation teams to make faster, more consistent pay decisions. The company emphasizes ease-of-use and domain expertise, having been founded by compensation specialists with more than 40 years of combined experience. BetterComp plans to advance its AI capabilities, expand into new product adjacencies, and enter new markets while scaling operations. Financially, the company has grown rapidly—achieving 100% year-over-year growth in each of the prior two years—and today counts 38% of its customers as Fortune 500 companies. Headcount has increased 33% so far this year, and the business was bootstrapped from inception until this funding.