Participated · Seed · Aug 2026

Advocate Technologies offers a commercial insurance benchmarking platform that enables policy servicing, proposal generation, coverage analysis, portfolio-wide gap assessment, and insights into carrier appetite and pricing. Its World Insurance Model (WIM) is an AI engine that reads unstructured insurance policy documents and converts them into the company’s proprietary standardized structure. Built on $7.3 billion in premiums and 70,000 policies, the platform benchmarks price and coverage-quality and can read policies in minutes, replacing days of manual review while identifying material coverage gaps and premiums. The company is led by CEO and co-founder Ashwin Agarwal, Head of Product Engineering David Haddad, and CTO and co-founder Dimitris Psaropoulos. Advocate is headquartered in New York City and also has offices in Prague and Athens. Following its official launch, the company plans to expand operations and accelerate product development using proceeds from its seed round.

Participated · Series A · Apr 2026

Clarasight provides an AI platform that integrates and normalizes fragmented travel, expense, card and HR data into a real-time, AI-ready model for enterprise travel and expense programs. Its Data Management Agents ingest data from travel management companies, expense tools, card programs and HR systems to enable automated workflows, policy exception detection, what-if scenario analysis, and defensible supplier negotiations. The company reported roughly 10x recurring revenue growth over the prior year and now manages data for programs representing over $5 billion in travel and expense spend. Clarasight counts four of the sixteen largest corporate travel programs in the BTN 100 among its customers, including two Big Four accounting firms, and says customers have cut reporting time by 99% and reduced manual data review cycles by over 90%. The recent Series A financing is intended to accelerate product development and expand go-to-market efforts across North America and Europe. Clarasight positions its platform to give lean teams infrastructure and automation to run complex global travel programs without adding headcount.

Participated · Series A · Mar 2026

PactFi offers an integrated workflow and data platform that replaces fragmented email, spreadsheet, and point-solution processes in the private credit market. Launched in 2023, the software captures and structures data across the entire private credit lifecycle, enabling straight-through processing, centralized visibility, and cross-counterparty coordination. The company has already processed more than $300 billion in deal volume involving over 250 counterparties and 3,000 fund entities, and it is used by eight of the top 20 credit asset managers representing $3.4 trillion in AUM. Key differentiators include ISO 27001 certification and SOC 2 Type II attestation, underscoring enterprise-grade security. Future plans focus on expanding workflow coverage into post-close servicing and secondary transfers, integrating AI directly into credit-specific workflows, deepening go-to-market reach, and scaling product, engineering, and client-facing teams. These initiatives aim to solidify PactFi’s position as the foundational system of record for the rapidly growing private credit ecosystem.

Participated · Series A · Nov 2025

AI One has built a context and control layer that links to approved enterprise systems, automatically assembles relevant data for each task, applies business rules, and logs every action for full auditability. By allowing companies to leverage modern AI without replacing legacy infrastructure, the platform has already delivered 50 % lower AI operating costs, a 28 % boost in accuracy, and 99.5 % fewer policy violations for Fortune 500 customers in finance, insurance, and healthcare. Management argues that many enterprises stall at pilot projects because their data estates were not designed for agentic AI; AI One aims to bridge that gap. The newly raised capital will fund additional product development so clients can convert proofs-of-concept into production-scale deployments while staying compliant. The company positions itself as critical infrastructure, giving enterprises a single layer for safe orchestration of large language models, retrieval-augmented generation pipelines, and other AI agents. Founder and CEO Conor Twomey has invited executives wrestling with AI scalability to engage with the firm. To date, AI One has secured $11 million in total funding, indicating early but growing investor confidence in its approach.

Participated · Series B · Jul 2025

Savvy Wealth offers a purpose-built, integrated technology platform for financial advisors that combines CRM, advisor-facing automation, and AI-enabled workflows to scale personalized advice. Its product set includes personalized investment management with direct indexed portfolios, 401(k) account management, estate plan modeling, financial planning, tax preparation and filing, high-yield cash management, alternative investments, and insurance. The company embeds AI into its core CRM to automate onboarding, streamline ongoing planning, and surface predictive, real-time insights while keeping humans in the advisory loop. Savvy plans to use new capital to accelerate its core technology, hire technical talent, expand recruitment of independent advisors and advisory teams to its affiliate RIA (Savvy Advisors), and accelerate development of AI solutions that build client-specific knowledge bases. The firm says it recently surpassed $2 billion in assets under management, added nearly $500 million in 2025 so far, and has seen AUM grow 500% since the beginning of 2024. Savvy positions itself to evolve into a modern, vertically integrated wealth-management platform offering more premium services for high-net-worth clients. Savvy Wealth offers an integrated, AI-powered technology platform for financial advisors, including Co‑Pilot (an AI CRM), digital client onboarding, an embedded marketing and lead-generation agency, and a proprietary investment management solution that automates tax‑loss harvesting, rebalancing, and asset allocation. The platform also supports personalized direct indexing, 401(k) management, financial planning, tax preparation, alternative investments, estate planning, and insurance services. Savvy says its technology can cut non-revenue middle- and back-office work by up to 90 percent, enabling advisors to spend more time on client-facing activities. The company plans to use the recent funding to accelerate AI product development, expand product and engineering teams, and recruit entrepreneurial advisors to its affiliate RIA, Savvy Advisors. Since its founding in 2021, Savvy has grown to 30 advisors managing over $700 million in client assets and is positioned to cross $1 billion in AUM this year; it has raised over $33 million in venture capital to date. Savvy Wealth is a digital-first platform for financial advisors centered on modernizing human financial advice. The company provides an integrated technology platform that streamlines marketing, compliance, back-office operations and offers sales and marketing automation to help advisors scale revenue and improve client experience. Its founding class of five financial advisors brings experience from BNY Mellon, Merrill Lynch, Morgan Stanley and independent RIAs. Advisors who partner with Savvy receive equity ownership similar to tech industry employees and founders. Financially, Savvy raised $11 million in a Series A-1 led by The House Fund and has secured $18M in new funding in less than a year. In the coming months the company will onboard several new advisors and roll out a direct-to-consumer acquisition model to attract high-net-worth individuals and families. Savvy provides wealth managers with enhanced software, sales and marketing automation, and back office services to drive automation and efficiency so advisers can focus on client services and growing assets under management. The company was founded by Ritik Malhotra and Muller Zhang and is based in New York. Savvy aims to provide growth opportunities for wealth managers by building software that automates operations and sales. The firm plans to expand by acquiring wealth management firms and hiring additional wealth managers. It also intends to grow its product development team and invest in research and development. Over time, Savvy plans to introduce brokerage, banking, asset management, and other financial products to become an all-in-one technology-powered financial services firm.