11
Total investments
3
Early stage
4
Mid stage
2
Late stage
8y
Years active
Portfolio
11 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
2025
Our mission is to make agentic workflows accessible and reliable for developers everywhere.
Board Member
2025
We focus on simplifying global tariffs so your team can trade with confidence.
At Caspian, we help companies uncover duty refunds, tariff exemptions, and other cost-saving opportunities that are often missed in everyday operations.
Global trade is complex - we make it clear, compliant, and cost-effective.
Board Member
May 2024
Maybern is modernizing private market fund management, empowering fund CFOs to transform their teams into strategic business leaders.
Maybern unifies financial and operational fund data into a singular platform to power accurate and standardized reporting, automate manual processes, and unlock real-time insights. With Maybern, your organization can more easily access the information needed to understand business performance, support investors, and accelerate fundraising.
Built to handle the complexity and diversity of private markets, Maybern works with a broad range of private market players including Private Equity, Growth Equity, Private Credit, and Real Estate Investment Funds.
Developed by fund managers for fund managers, our team brings deep experience from the office of the CFO, fund accounting, and fund administration across real estate and private equity. We pair our industry expertise with modern technology and user-friendly design to enable your team to get up and running in months not years.
Join us in transforming private market operations: maybern.com/careers
Investor
Jan 2022
Proper is a financial reconciliation and accounting platform purpose-built for financial services. We enable fintechs, banks, and payment processors to maintain complete financial accuracy across their accounts and money movement.
Investor
Jul 2021
FloQast is the AI Accounting Transformation Platform built by accountants, for accountants.
Accounting is entering its AI era. FloQast is building the platform that defines it.
We understand the different nuances in how accounting is managed from company to company -- business growth leads to increased complexity, yet teams are faced to respond without additional resources. Its why our Agents are designed to automate specific accounting workflows without compromising security or auditability. Our ISO 42001 certification can attest the accountant retains the final judgement call and has full visibility into all agent interactions.
More than 3,500 global teams, including Lululemon, Chipotle, and Shopify, rely on FloQast to reduce manual work, strengthen compliance, and move from preparation to strategic review with confidence.
We are not replacing accountants. We are equipping them with AI built for the way accounting actually works.
Through our free FloQast Certified Accountant program, we are also investing in the next generation of AI enabled accounting professionals.
Investor
Mar 2021
Ramp is an all-in-one financial operations platform designed to save businesses time and money. Combining corporate cards, expense management, bill payments, accounting automation, procurement, travel, treasury, and more, Ramp empowers finance teams to do their best work.
More than 70,000 companies, from family-owned farms to space startups, have saved $10B and 27.5M hours with Ramp since its founding in 2019.
Investors include Founders Fund, Thrive Capital, Khosla Ventures, Sequoia, Greylock, Stripe, Goldman Sachs, Coatue, and Redpoint, as well as over 100 angel investors who were founders or executives of leading companies. The Ramp team comprises talented leaders from leading financial services and fintech companies—Stripe, Affirm, Goldman Sachs, American Express, Mastercard, Visa, Capital One—as well as technology companies such as Meta, Uber, Netflix, Twitter, Dropbox, and Instacart.
Ramp has been named to Fast Companys Most Innovative Companies list and LinkedIns Top U.S. Startups for over 3 years, as well as the Forbes Cloud 100, CNBC Disruptor 50, and TIME Magazines 100 Most Influential Companies.
Visit our website for a full list of US state licenses & disclosures: https://ramp.com/legal/state-disclosures
Board Observer
Feb 2020
Brace is unlocking the performance of the $11 trillion U.S. mortgage servicing industry by constructing a modern end-to-end servicing platform that provides the seamless transparency and user experience required for every stakeholder - consumers, servicers, lenders, and investors - to intuitively maximize their assets.
For too long, servicing a mortgage has been encumbered by legacy technology making it just a process and not an opportunity. Brace puts the control back in the users' hands unlocking hidden wealth and leading the way to better homeownership.
Investor
May 2019
MX Technologies, Inc. is a leader in actionable intelligence, enabling financial providers and consumers to do more with financial data. MX provides end-to-end solutions for financial institutions and fintechs to connect to, understand, and act on customers’ financial data.
Board Observer
Feb 2019
MANTL is an enterprise SaaS company helping traditional financial institutions modernize and grow. Our mission is to expand access to financial services.
We are tackling the biggest challenge limiting the modernization of the U.S. banking system: legacy infrastructure. Our software transforms the cost structures of banks and credit unions – empowering growth that’s up to 10x more cost-effective than building a brick-and-mortar branch. MANTL’s white-labeled account opening platform enables people to open deposit accounts on any device in roughly 2 minutes and 37 seconds.
MANTL began as a challenger bank when an aha moment inspired the founders to pivot from competing to partnering with banks to deploy its technology at scale. We help community institutions raise billions of dollars in core deposits each year and are proving that they can compete online with the right set of tools.
MANTL is a privately held company headquartered in New York with the backing of such prominent investors as Alphabets CapitalG, Point72Ventures and D1 Capital Partners.
We are hiring! If you are interested in joining our growing team or scheduling a demo, please visit our website: http://www.mantl.com
Experience · 15 entries
All (15)
Investments (11)
Board (5)
2025
Board Member
2025
Our mission is to make agentic workflows accessible and reliable for developers everywhere.
Board Member
2025
We focus on simplifying global tariffs so your team can trade with confidence.
At Caspian, we help companies uncover duty refunds, tariff exemptions, and other cost-saving opportunities that are often missed in everyday operations.
Global trade is complex - we make it clear, compliant, and cost-effective.
2024
Board Member
May 2024
Maybern is modernizing private market fund management, empowering fund CFOs to transform their teams into strategic business leaders.
Maybern unifies financial and operational fund data into a singular platform to power accurate and standardized reporting, automate manual processes, and unlock real-time insights. With Maybern, your organization can more easily access the information needed to understand business performance, support investors, and accelerate fundraising.
Built to handle the complexity and diversity of private markets, Maybern works with a broad range of private market players including Private Equity, Growth Equity, Private Credit, and Real Estate Investment Funds.
Developed by fund managers for fund managers, our team brings deep experience from the office of the CFO, fund accounting, and fund administration across real estate and private equity. We pair our industry expertise with modern technology and user-friendly design to enable your team to get up and running in months not years.
Join us in transforming private market operations: maybern.com/careers
2023
Partner
Aug 2023
Primary is the worlds largest early stage VC firm, with a billion in assets under management and 50 full time employees.
Primary’s Impact team outnumbers investors 2:1, and is filled with seasoned executives working alongside founders to supercharge growth and secure quality hires, early customers, and downstream investors. This team embeds with companies for 2,500 hours of high-intensity fractional leadership work, conducts 3,000 candidate interviews, maintains a pool of 5,000+ active job seekers, and hosts 250 events large and small for the NYC tech community each year.
Cofounders Brad Svrluga and Ben Sun have won recognition from Forbes Midas List and Insiders Seed 100.
2022
Investor
Jan 2022
Proper is a financial reconciliation and accounting platform purpose-built for financial services. We enable fintechs, banks, and payment processors to maintain complete financial accuracy across their accounts and money movement.
Show all 15 entries ↓
Investment activity
2018–2025 · 11 investments
Recent (last 2 years)Earlier
