21
Total investments
3
Early stage
9
Mid stage
7
Late stage
11y
Years active
Portfolio
20 investments · sorted by recency
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Board Observer
Dec 2025
SYSO Technologies envisions a power grid free from the use of fossil fuels. In order to achieve this vision, SYSO is actively working with asset owners to transform passive renewable generators into active renewable generation via SYSOs cloud-based Energy Management Platform.
Investor
Jul 2025
Pano AI (Pano) is the leader in early wildfire detection and intelligence, providing government, utilities, insurers, and private landowners with advanced tools and realtime situational awareness to quickly mitigate wildfire threats while protecting lives, property, and the environment.
Pano combines advanced hardware, artificial intelligence, and software in a single integrated enterprise solution. Leveraging data and satellite feeds, as well as propriety imagery from a network of ultra-high-definition, 360-degree cameras atop high vantage points, Pano’s artificial intelligence model produces a real-time picture of threats in a geographic region and delivers immediate, actionable intelligence.
Pano is based in San Francisco with a team of experienced technology professionals–from companies including Cisco, Tesla, Apple, Salesforce, and Nest–who are on a mission to give firefighters advanced tools to safeguard lives, communities, and the environment. Recently, Pano has been featured on Fox Business News, the San Francisco Chronicle, Morning Brew, and T&D World Magazine. Learn more at https://www.pano.ai/.
Board Observer
Jan 2025
The U.S. Department of Defense and Fortune 100 companies around the globe trust VIA to help them solve their toughest data and identity protection challenges. Using its Web3, quantum-resistant, passwordless technologies (17 issued patents), VIA protects data against theft, manipulation, and misuse.
Board Observer
Oct 2024
Treehouse is a software-enabled installation platform for electrification projects. Our mission is to accelerate the decarbonization of the places we live and work by simplifying the electrification journey. By operating as a centralized, end-to-end partner, Treehouse helps companies scale electrification programs nationwide and deliver seamless, delightful installation experiences for customers.
Board Observer
Feb 2023
Zylo is the leader in enterprise SaaS Management, bringing order to SaaS sprawl and redefining how organizations manage software. Its platform empowers organizations to manage SaaS at scale by providing the visibility, prescriptive insights, and expertise necessary to optimize their software investments. Powered by the industry’s largest dataset of 40 million SaaS licenses and $40 billion in SaaS spend, Zylo unlocks significant cost savings, mitigates business risk, and maximizes software value. Named as a Leader in the Gartner® Magic Quadrant for SaaS Management Platforms, Zylo is trusted by innovative companies such as AbbVie, Adobe, Atlassian, Intuit, Salesforce, and Yahoo to confidently manage their SaaS portfolios.
Zylo has raised more than $72.5M to date and is backed by leading SaaS investors, including Bessemer Venture Partners, Menlo Ventures, Baird Capital’s Venture Team, Spring Lake Equity Partners, High Alpha, GGV, Slack Fund, Salesforce Ventures, MassMutual Ventures, and Coupa Ventures. For more information, visit Zylo.com.
Board Observer
May 2022
Welcome to Intelligent Wealth.
Farther is the Intelligent Wealth Platform, natively built to unlock greater wealth throughout your financial life.
Named the #1 fastest growing financial services firm in the nation by Inc 5000 in 2025, Farther has surpassed $23b in recruited assets across 200+ wealth managers and 19,000+ clients.
Board Observer
Sep 2021
The end-to-end real estate investment platform for people on the rise!
Upright is Americas most transparent, collaborative, & fastest-growing real estate fintech.
Get to know us better on our website: https://bit.ly/uprightdtus
To see our current open positions, visit our Careers page: https://bit.ly/uprtcareers
Board Member
Aug 2021
Accounts Payable (and Receivable, too) Made Easy!
At Checkbook, we have built a way to send and receive Digital Payments instead of dealing with paper and postage, or expensive online transactions. Digital Payments offer a clear financial and operational advantage for businesses with instant delivery, and online deposit, at a fraction of the cost of paper checks. Less than $1 per transaction.
No more stuffing and stamping. Simply hit ‘Send’
Send digital payments in seconds with our seamless interface at www.checkbook.io. Simply enter the recipient’s name, email, and the amount -that’s it! The recipient will receive an email of their payment that they can instantly deposit, or print if they choose. Have multiple recipients? Upload a CSV file and send mass payments easily. We’re also integrated with Sage-Intacct, AccountingSeed, Quickbooks, Moneypod and others!
Easy Onboarding
The convenience of Checkbook is that recipients do not need a Checkbook account, just an email address or phone numbers. We take care of the rest with instant bank account verification for on-the-spot deposit offering a choice of different deposit options
Live Payment Tracking
No more “The Check is in the mail” With Checkbook’s integrated accounting dashboard, you can follow every digital payment through every point of the process, from delivery and deposit to posting.
The Bottomline
Checkbook’s Digital Payment technology is an end-to-end, simplified payments solution that combines both cost-savings and convenience. Get rid of check clutter and go digital today!
Board Observer
Aug 2020
Turtlemint makes it easy to understand and buy insurance. Our intent is to “demystify” insurance by explaining the jargon in a simple way and providing smart tools to help a user make the right choice. From search to purchase, the entire process can be completed online in just a few clicks! We also have a team of friendly insurance advisors available on chat, phone and in-person to help users with purchase and claim services.
We currently offer Car insurance, bike insurance, health insurance & term life insurance.
The content is meant for internal consumption only.
Board Observer
Jul 2019
The ultimate platform for embedded finance products, marketplaces, media and data
Engine by MoneyLion (formerly Even Financial), the category-leading embedded finance marketplace platform, matches consumers with real-time, personalized financial product recommendations from the largest connected network of top providers, on mobile apps, websites, and other consumer touchpoints. Engine by MoneyLion is the Enterprise brand of MoneyLion, a leader in financial technology, powering the next generation of personalized products and content
Learn more at www.engine.tech
ML Enterprise Inc. (formerly Even Financial Inc.) NMLS# 1475872 https://nmlsconsumeraccess.org
Investor
Dec 2018
Deals are won through relationships—but most CRMs werent built to track them. Affinity automates data entry, surfaces relationship insights, and gives teams the context they need to act on every opportunity.
Over 3,000 organizations worldwide use Affinity, including leading private equity, venture capital, and investment banking firms. Founded in 2014, Affinity is headquartered in San Francisco and backed by Menlo Ventures, Advance Venture Partners, 8VC, and MassMutual Ventures.
Board Observer
Dec 2018
LinkSquares unlocks the full potential of legal teams at more than 1,000 companies, including Wayfair, TIME, ProPharma, the Boston Celtics, and Commvault with purpose-built, AI-powered technology to perform, manage, and quantify all their work in one place. Legal teams rely on our all-in-one CLM and legal project management platform to manage key priorities and contracts, accelerate workflows across the business, and use data to visualize the impact of their work. Our solutions save companies hundreds of hours and millions of dollars by eliminating manual processes and driving better consistency of process, communication, and quality. Headquartered in Boston, MA, LinkSquares is consistently recognized for being a leader in innovation, delivering results, and company growth.
Board Observer
Dec 2018
Gradient AI provides award-winning artificial intelligence (AI) solutions for the insurance industry. Its solutions improve loss ratios and profitability by predicting underwriting and claim risks with greater accuracy, as well as reducing quote turnaround times and claim expenses through intelligent automation.
Unlike other AI solutions that use a limited claims and underwriting dataset, Gradients SaaS platform leverages a vast industry data lake comprising tens of millions of policies and claims. It also incorporates key features including economic, health, geographic, and demographic information. Customers include some of the most recognized insurance carriers, MGAs, MGUs, TPAs, risk pools, PEOs, and large self-insured employers across all major lines of insurance.
By using Gradient AIs solutions, insurers of all types achieve a better return on risk.
We are proud to have been recognized by Built In five years in a row, including two categories in 2025––Best Place to Work in Boston and Best Midsize Places to Work in Boston! Check out our page here: https://www.builtinboston.com/company/
Gradient AI was founded in to address the need for state-of-the-art AI and Machine Learning (ML) solutions for the trillion-dollar insurance industry. Our software-as-a-service platform uses AI to help commercial insurers automate and improve underwriting results, reduce claim costs, and improve operational efficiencies.
Our software and models are utilized by many of the world’s most recognized Insurance Carriers, MGAs, TPAs, Pools, PEOs and more. Our team of expert Data Scientists and Insurance Technology experts have an exceptional history of building wildly successful insurance technology companies, with the most satisfied customers in the industry. At GradientAI we focus exclusively on delivering measurable results for your underwriting and claims operations.
Investor
Feb 2018
Prove is the modern platform for continuous identity authentication and is used by over 1,000 enterprises and 500 financial institutions including 7 of the top 10 U.S. banks. Prove’s cloud solutions and mobile intelligence-driven APIs can be easily orchestrated to increase apPROVE Rates to over 90%, enabling companies to authenticate customer identities accurately, effortlessly, and privately, while thwarting fraud. Prove’s solutions are available in 195 countries.
Investor
Feb 2018
Prove is the modern way for businesses to enable their customers to prove their identities. Prove offers phone-centric solutions that enable its customers to acquire new consumers and engage with their existing consumers by removing friction while bolstering security and enhancing consumer privacy & consumer choice. Proves solutions are used by more than 1,000 businesses across diversified industries, including banks, financial services, healthcare, insurance, and e-commerce.
With 1 billion+ consumer and small business identity tokens under continuous management, Prove’s Phone-Centric Identity™ platform helps companies mitigate fraud while accelerating revenue and reducing operating costs across all channels. Prove’s omnichannel solutions are available in 195 countries.
Show all 20 investments ↓
Experience · 25 entries
All (25)
Investments (21)
Founder (2)
Board (13)
2025
Board Observer
Dec 2025
SYSO Technologies envisions a power grid free from the use of fossil fuels. In order to achieve this vision, SYSO is actively working with asset owners to transform passive renewable generators into active renewable generation via SYSOs cloud-based Energy Management Platform.
Investor
Jul 2025
Pano AI (Pano) is the leader in early wildfire detection and intelligence, providing government, utilities, insurers, and private landowners with advanced tools and realtime situational awareness to quickly mitigate wildfire threats while protecting lives, property, and the environment.
Pano combines advanced hardware, artificial intelligence, and software in a single integrated enterprise solution. Leveraging data and satellite feeds, as well as propriety imagery from a network of ultra-high-definition, 360-degree cameras atop high vantage points, Pano’s artificial intelligence model produces a real-time picture of threats in a geographic region and delivers immediate, actionable intelligence.
Pano is based in San Francisco with a team of experienced technology professionals–from companies including Cisco, Tesla, Apple, Salesforce, and Nest–who are on a mission to give firefighters advanced tools to safeguard lives, communities, and the environment. Recently, Pano has been featured on Fox Business News, the San Francisco Chronicle, Morning Brew, and T&D World Magazine. Learn more at https://www.pano.ai/.
Board Observer
May 2025
Runwise is the countrys #1 smart operating system for buildings.
Installed 100% wirelessly, and in 1 day or less, the platform runs the key heating, cooling, electric and water systems in over 10,000 buildings more intelligently. The result is 20% lower operating costs and carbon output, while making the building safer, cleaner, more comfortable and easier to manage.
Board Observer
Jan 2025
The U.S. Department of Defense and Fortune 100 companies around the globe trust VIA to help them solve their toughest data and identity protection challenges. Using its Web3, quantum-resistant, passwordless technologies (17 issued patents), VIA protects data against theft, manipulation, and misuse.
2024
Board Observer
Oct 2024
Treehouse is a software-enabled installation platform for electrification projects. Our mission is to accelerate the decarbonization of the places we live and work by simplifying the electrification journey. By operating as a centralized, end-to-end partner, Treehouse helps companies scale electrification programs nationwide and deliver seamless, delightful installation experiences for customers.
Show all 25 entries ↓
Investment activity
2015–2025 · 21 investments
Recent (last 2 years)Earlier