Participated · Series C · Jul 2026

Norm Ai develops agentic law systems that embed legal expertise into AI agents and power Norm Law, an AI-native law firm that operates on the same platform. The company positions its approach to enable supervised, high-stakes legal work with senior attorneys calibrating and improving the agents. Norm Law runs natively on Norm Ai's technology and uses outcome-based pricing rather than hourly billing. Norm Ai reports serving clients that together manage more than $30 trillion in assets under management. Since its founding less than three years ago, Norm Ai has raised over $260 million in funding. The company plans to use the latest round to hire more staff, broaden practice areas, and further develop supervisory agents for regulated enterprise AI deployments.

Participated · Series A · Feb 2026

Avantos provides a knowledge-graph–based platform that links products, service teams, workflows and service expectations into a single context-aware system for wealth, insurance, retirement and banking institutions. Its AI agents operate on this shared context to reason across client relationships, orchestrate work and execute tasks across disparate software, replacing today’s fragmented point solutions. The result is a more consistent, personalized and compliant client-servicing model that can scale with increasing relationship complexity. Current customers span asset managers, private banks, insurance carriers, broker-dealers, independent RIAs and custodians. Recent testimonials from Mercer Advisors, Vanguard, Guardian and SEI highlight improved advisor productivity and deeper client engagement enabled by the platform. With fresh capital, Avantos plans to expand its library of AI agents and build deeper integrations with custodians, CRMs, portfolio-management, underwriting and policy-administration systems. The company is positioning itself as the end-to-end operating layer for client servicing in the AI era.

Participated · Series C · Nov 2024

Writer offers a full-stack generative AI platform including its Palmyra family of LLMs, graph-based RAG, customizable AI guardrails, and both no-code and codeful development tools. The company recently released Palmyra X 004, highlighting state-of-the-art accuracy and reliability in tool calling for complex actions. Writer is focusing on building agentic AI that can plan and execute complex enterprise workflows across systems and teams. It serves hundreds of large customers—examples include Accenture, Vanguard, Salesforce, Uber, Intuit, L’Oreal, Mars, Ally Bank, Franklin Templeton, Kenvue, Lennar, Prudential, and Qualcomm. Customers have saved millions of hours and see a 9x return on investment on average. Writer plans to use new capital to accelerate development of autonomous enterprise AI solutions and expand quick-start applications and agents for healthcare, retail, and financial services. Writer develops a full‑stack generative AI platform aimed at enterprise customers, offering text generation tuned for business use and workflow integration. The product emphasizes retrieval‑augmented generation, data gathering/cleaning, and enforceable regulatory, legal and brand controls. Writer says its models are smaller, cost‑effective, transparent, trained on non‑copyrighted business writing, and never trained on customer data. Customers can connect models to internal business data sources for better research, fact‑checking and question answering. The company reports “hundreds” of customers including Intuit, UnitedHealthcare, UiPath, Spotify, L’Oréal, Uber and Accenture, and says it is based in San Francisco with a team of about 100 employees. Writer also claims to have grown revenues 10x over the last two years. The new funding is intended to fund development of industry‑specific text‑generating models. Writer builds an intelligent integrated style‑guide web app that plugs into Chrome, Word and other platforms to enforce tone, grammar, inclusive language and company-specific rules while avoiding use of client content for model training. The product offers configurable rules for hyphenation, spacing, date formatting, serial commas, text snippets, multi-team support and Figma integration, and the company is expanding from correction into automation. Writer has signed roughly 150 customers including Twitter, Intuit, Pinterest, Accenture, Deloitte and UnitedHealthcare, and reports rising DAUs, MAUs and a tripled ARR over the last year. Headcount has grown from 14 to 25 in the past year as the company scales operations. The company is developing a more sophisticated language-aware AI system, described as akin to GPT-3 but independently developed, to provide context-aware suggestions and automated approved copy insertion. The $21M Series A is intended to help the company continue hiring and expand its service offerings. Writer provides an in-browser and in-app writing assistant that enforces custom style guides, flags insensitive or outdated language, and suggests context-appropriate replacements to maintain brand voice. Its NLP engine evaluates tone, sentence complexity, formality, gendered language, and other stylistic metrics, and can be configured per app or document type. The product runs locally in the browser as a plug-in (integrating with Word and Chrome) so text processing stays on the client and only minimal correction-usage data is sent back. Writer is English-only for now; expanding to other languages would require building new language-specific models. The company offers a basic plan at $11 per person per month and negotiates enterprise deals for multi-guide and advanced features. Writer has been developing its NLP engine for about 18 months (building on a prior GitHub-monitoring effort) and already counts some top-tier, household-name customers.

Participated · Series B · Apr 2022

Vanilla provides a comprehensive, fully digital Estate Advisory Platform that helps advisors visualize plan structures, create on-demand trust and estate documents, and monitor plans over time. The platform includes Vanilla Document BuilderTM and V/AITM, the company’s embedded AI technology for estate planning. Vanilla serves over 10,000 end-clients across net worths from $1 million to over $1 billion and has visualized more than 12,500 estate documents. The company reports a tenfold increase in its customer base since launch and has released over 50 features and enhancements this year. Vanilla’s customers range from small RIAs to large firms such as Vanguard, Mariner Wealth Advisors, Balentine, and Avantax. The company says it will use the new funding to expand its platform and accelerate adoption of its embedded AI and document offerings. Vanilla offers a comprehensive, fully digital estate planning platform that supports the legacy-building process end to end, including client and advisor education, visualizing and optimizing plan structure, proactive monitoring, document creation, and plan execution. The platform is designed to allow investment advisors, broker-dealers, and other financial services providers to digitize estate planning and deepen client relationships, with the aim of improving retention and assets under management over time. Vanilla is partnering with industry-leading investment and financial advisory firms to refine product–market fit and expects to make an enhanced platform generally available in the second half of 2022. The company added senior product and technology executives to its leadership team, including CEO Gene Farrell, CTO Amjad Hussain, and SVP of Revenue Robin Melnick, to support scaling. Vanilla was founded in 2019 and is based in Los Angeles, California. Financially, the company announced a $30 million Series B to accelerate product development and customer adoption. Vanilla is a Los Angeles–based digital estate planning platform founded in 2019 by Steve Lockshin. The company provides a digital estate planning solution that proactively monitors client estate planning, visualizes existing planning, and facilitates document creation. After releasing its initial offering in November 2020, Vanilla expanded from generating core estate planning documents to reviewing existing documents and serving as a proactive estate-planning management platform. Vanilla has partnered with wealth-management technology providers—Addepar and Orion Advisor Solutions—to integrate and deliver its suite to their users. The company has been deployed by Mariner Wealth Advisors, Carson Group, AdvicePeriod, and 435 other RIAs. Vanilla’s board includes F. William McNabb III, Venrock’s Nick Beim, and Robert Thornton.

Participated · Series B · May 2021

Altruist provides a vertically integrated custody and wealth‑management platform that combines a self‑clearing brokerage with software for account opening, trading, reporting, billing, and client-facing mobile tools. The company offers features such as custom models, fractional shares, automated rebalancing, and in 2024 launched a high‑yield cash account, automated tax management tools, and a fully digital native fixed‑income trading experience. Altruist reported triple‑digit growth in revenue, brokerage accounts, and advisors served, now serving over 4,700 advisors and having tripled assets under management for two consecutive years. Average firm size on the platform is up 43% year‑over‑year, and the 2025 T3 Software Survey showed market share growth from 2.85% to 6.25% and All‑Star ratings in custody, portfolio management, trading/rebalancing, billing, and cash management. The company has expanded its executive team (including hires for CBO, CTO, and GC) and is adding third‑party trading integration enhancements scheduled later this year as it pushes into the enterprise market. A recent financing values the company at approximately $1.9 billion. Altruist combines a self-clearing brokerage with intuitive software for account opening, trading, reporting, billing, model creation, fractional shares, automated rebalancing, and a mobile client app. The platform is vertically integrated and focused solely on serving RIAs, allowing faster product development and cost advantages versus legacy custodians. Altruist eliminated all software fees last year for advisors using its brokerage accounts and recently published a simple, transparent fee schedule. The company reported revenue growth of over 550% in 2023 and has tripled assets under management for two consecutive years. It is now the third largest custodian by RIAs served and was named the #1 custodian advisors are considering switching to by industry analyst T3. Altruist is scaling its service organization and planning new products and services in 2024, including a 5.10% APY Altruist Cash account and upcoming tax management features. Altruist vertically integrates clearing, custody, and advisory software into a single platform for RIAs. Its product combines a self-clearing brokerage with account opening, trading, reporting, billing, model management, fractional trading, automated rebalancing, and a client mobile app. The company recently acquired advisory services firm SSG and launched a new brokerage offering, actions that made it the third largest custodian by number of firms served. Altruist plans to use the new funding to expand service offerings and target mid-sized RIAs managing $100 million to $1 billion in assets. Operationally, Altruist nearly tripled assets under management in 2022, grew revenue by over 1,700% year-over-year, recorded record asset inflows in Q1 2023, and expects to reach profitability within the year. Founded in 2018, the company emphasizes customer service and technology to reduce advisors' operational costs and scale affordable financial advice. Altruist offers an integrated digital platform that enables modern financial advisors and RIAs to open accounts, invest, build models, report, and bill from a single system. Led by founder and CEO Jason Wenk, the product is designed to streamline and personalize financial-advice operations. The company raised growth capital to support expansion. Altruist intends to use the funds to expand operations and its product offerings. Altruist is a fully-integrated digital investment platform built for independent financial advisors and their clients, combining portfolio management software with a brokerage platform. The product consolidates account opening and funding, custom investment models, fee billing, reporting, and offers commission-free fractional share trading. Altruist released mobile apps on the App Store and Google Play and aims to provide a modern client experience. The company charges the first 100 accounts free and $1 per account per month thereafter, which it says can reduce advisor software costs by up to 95%. Recent hires and board additions—including CTO Nachiket Shiralkar and former Vanguard CEO Bill McNabb—underscore a focus on product and governance. Altruist plans to expand its RIA offering and enhance its mobile app, using new capital to drive growth and continued innovation.