Sanjay Bhatia

AI Architect & Founder/Investor of multiple 7-9 Figure Companies including Runday.ai, RevScale, Izenda(Insight Software) , Fit:Match, Onco, Callrail, Formidium, PWL and Cooleaf. Acro Yogi. Forbes Council.

📍 Fort Lauderdale, Florida, United States🔄 Updated September 2026💼 4 investments📅 14 years investing🗓 Last invested Mar 2024𝕏 @upgrade_to_unlock
Operator-angel🌍 United States
4
Total investments
2
Early stage
1
Mid stage
0
Late stage
14y
Years active

Portfolio

3 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor and Strategic Advisor
Mar 2024
AI Agents for Growth, Built to Work Together Revscale introduces a new era of growth with its dedicated team of AI agents—designed to manage lead generation, marketing, support, and more. Their powerful, done-for-you AI agents operate in unison, automating essential growth tasks such as personalized outreach and real-time engagement. By sharing and implementing insights automatically, Revscale’s platform ensures that every campaign is continuously optimized for better results—all without the need for ongoing management or technical setup.
Investor and Advisor
Jan 2017
Formidium is a global fund administrator powered by its proprietary Seamless Software. Seamless is an award-winning, full-scale cloud-based, fund administration application integrating portfolio, fund accounting, and investor reporting, to provide best-in-class and cost-efficient solutions to both the traditional and alternative investment fund management community. Formidium is a technology-enabled fund administrator based in Chicago, Illinois. Founded in 2016 our 1200+ global professionals are serving 1000+ funds across the globe. We have established ourselves as a proven alternative to legacy fund administration solutions. Developed by Formidium Technologies, the firm leverages two applications: Seamless Solutions and CommonSubDoc. Formidium Fund Services operations and technology are SOC 1, SOC 2, and SOC 3 audited. Services we provide: - Fund Administration - Fund Accounting - Investor Services - Treasury Services - Registrar and Transfer Agent - Treasury Services - Draft Financial Statements - Audit Support - Tax Services Fund and investment types we serve: - Digital Asset and Cryptocurrency Funds - Drawdown Funds (PE, VC, Real Estate, SPVs) - Liquid Alternatives (Hedge Funds/CPOs, Impact Funds, CTAs) - Multi-Asset (Family Office/Endowment) Technology we provide: Seamless Solutions is an award-winning, cloud-based fund administration application integrating portfolio, fund accounting and investor reporting. CommonSubDoc is an investor onboarding portal with extensive AML/KYC features and capital activity tracking using CRM technology.
Investor and Advisor
Nov 2012
CallRail is the lead intelligence platform that makes it easy for businesses of all sizes to market with confidence. Serving more than 200,000 companies worldwide, CallRail’s solutions help businesses track and attribute each lead to their marketing journey, capture and manage every call, text, chat, and form, and use real-time insights to optimize their marketing.
Experience · 7 entries
All (7)
Investments (4)
Founder (3)
2024
Investor and Strategic Advisor
Mar 2024
AI Agents for Growth, Built to Work Together Revscale introduces a new era of growth with its dedicated team of AI agents—designed to manage lead generation, marketing, support, and more. Their powerful, done-for-you AI agents operate in unison, automating essential growth tasks such as personalized outreach and real-time engagement. By sharing and implementing insights automatically, Revscale’s platform ensures that every campaign is continuously optimized for better results—all without the need for ongoing management or technical setup.
2020
Founder
Jan 2020
Runday is an always available generative AI like ChatGPT that asks and answers questions 24/7 to accelerate scheduling appointments and interviews over messages It can book a meetings with multiple people in several different timezones with just one email or coordinate interviews with a large pool of candidates over WhatsApp.
2017
QuantaSutra
Investor
Jan 2017
Investor and Advisor
Jan 2017
Formidium is a global fund administrator powered by its proprietary Seamless Software. Seamless is an award-winning, full-scale cloud-based, fund administration application integrating portfolio, fund accounting, and investor reporting, to provide best-in-class and cost-efficient solutions to both the traditional and alternative investment fund management community. Formidium is a technology-enabled fund administrator based in Chicago, Illinois. Founded in 2016 our 1200+ global professionals are serving 1000+ funds across the globe. We have established ourselves as a proven alternative to legacy fund administration solutions. Developed by Formidium Technologies, the firm leverages two applications: Seamless Solutions and CommonSubDoc. Formidium Fund Services operations and technology are SOC 1, SOC 2, and SOC 3 audited. Services we provide: - Fund Administration - Fund Accounting - Investor Services - Treasury Services - Registrar and Transfer Agent - Treasury Services - Draft Financial Statements - Audit Support - Tax Services Fund and investment types we serve: - Digital Asset and Cryptocurrency Funds - Drawdown Funds (PE, VC, Real Estate, SPVs) - Liquid Alternatives (Hedge Funds/CPOs, Impact Funds, CTAs) - Multi-Asset (Family Office/Endowment) Technology we provide: Seamless Solutions is an award-winning, cloud-based fund administration application integrating portfolio, fund accounting and investor reporting. CommonSubDoc is an investor onboarding portal with extensive AML/KYC features and capital activity tracking using CRM technology.
2016
Founder and Chairman
Apr 2016
Pulse Wave Labs is a technology driven consulting firm specializing in using fast moving data to optimize decisions. We help institutional investors, financial leaders and asset managers automate and enhance their strategies with algorithms by intelligently automating data integration. PWL leverages next generation cloud-based supercomputation and actor-based software architecture to to deliver intelligent solutions affordably.
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Investment activity
2012–2024 · 4 investments
201212017220241
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