8
Total investments
3
Early stage
3
Mid stage
0
Late stage
6y
Years active
Portfolio
8 investments ยท sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Aug 2023
JOGO Health is a virtual care company that uses clinically proven digital interventions to treat pain, neuromuscular, movement and pelvic floor disorders
Investor
Nov 2022
Founded by industry veterans, Uptiq is the ๐ข๐ง๐ญ๐๐ฅ๐ฅ๐ข๐ ๐๐ง๐ญ ๐จ๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐ฅ๐๐ฒ๐๐ซ ๐ญ๐ก๐๐ญ ๐ฎ๐ง๐ข๐๐ข๐๐ฌ ๐ ๐ซ๐จ๐ฐ๐ญ๐ก, ๐จ๐ซ๐ข๐ ๐ข๐ง๐๐ญ๐ข๐จ๐ง, ๐๐ง๐ ๐๐จ๐ง๐ญ๐ข๐ง๐ฎ๐จ๐ฎ๐ฌ ๐ฌ๐๐ซ๐ฏ๐ข๐๐ ๐ฌ๐ฎ๐ข๐ญ๐๐ฌโ orchestrating your systems, processes, and teams without replacing what already works.
This means no replacements, no disruption. Just intelligence layered over your existing systems, giving your people the power to do more with what they already have.
Uptiq is everything your financial institution needs to automate decisions, coordinate workflows, and act on intelligence - without replacing a single system you already trust.
๐๐๐๐: ๐๐ก๐ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐๐ฒ๐๐ซ
Coordinates financial work across systems the way an experienced financial professional would - with governance built in.
๐๐ ๐๐ง๐ญ๐ฌ: ๐๐ข๐ ๐ข๐ญ๐๐ฅ ๐๐จ๐ซ๐ค๐๐ซ๐ฌ
Autonomous financial operators that execute complex workflows across systems - with precision, auditability, and human oversight.
๐๐ฎ๐ข๐ญ๐๐ฌ: ๐๐๐๐ค๐๐ ๐๐ ๐๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ
Pre-configured execution models that deliver measurable outcomes across lending, servicing, risk, and growth.
Uptiq is Built Around How Financial Work Actually Gets Done. Our Pre-built operating suites that unlock speed, scale, and governance - without replacing core systems.
Trusted by over 150 financial institutions, including Focus Financial Partners, Orion, Broadridge, and TransPecos Banks, Uptiq is the proven AI partner for highly regulated industries. With over $1 billion in transactions processed and more than $55M in equity funding, Uptiq isnโt just shaping the future of AI in financial services โ itโs leading it.
Board Member
Sep 2022
We created CapConnect+ to simplify and digitize the bond issuance and investment process โ giving Banks, Issuers and Investors the gift of control, fairness, accuracy, transparency, and material cost savings.
Investor
Jan 2022
Profit.co is a best-in-class OKR software integrated with Task, Performance management, and Employee Engagement directed toward 360-degree organization governance for accelerated growth while maintaining the best work culture.
On the tech front, Profit.co OKR Software can be integrated with 40+ leading tools like, G Suite, Microsoft Teams, Excel, Slack, Office 365 to name a few, and can be accessed through the web and its native mobile applications designed for iOS, Android, and Windows. With OKRs, there is a world-class task management system for ensuring on-time delivery and a powerful performance management system that enables timely reviews saving thousands of hours in the employee review process.
The end-to-end onboarding process from Profit.co ensures quick set-up and within a couple of weeks, the companies see a shift from an output-focused mindset to an outcome-focused one!
Investor
Sep 2021
Built on AI and no-code technologies, JIFFY.ais full-stack platform enables banks, financial services companies, and Fortune 500 organizations to solve their pressing operational and efficiency challenges. Our ready-to-deploy HyperApps help business users to improve customer experience and realize the true value of digital transformation in a fast-tracked timeline.
Investor
Jun 2021
A stylish ear-wearable device that continuously measures oxygen levels and provides low oxygen alerting.
OxiWear is committed to reducing patient vulnerability to hypoxic injury through wearable, continuous oxygen meaaurements and low-oxygen alerting. Our mission is to increase safety and peace of mind for those prone to silent hypoxia, to reduce healthcare costs, and to save lives. OxiWear was developed in 2019 by Shavini Fernando, a VR/video game and web designer who suffers from pulmonary hypertension as a result of Eisenmenger Syndrome. For more information, visit: OxiWear.com. Fitness devices can now be pre-ordered at OxiWear.fitness.
Investor
Jun 2021
Bob.ai is a marketplace that connects Public Housing Authorities, the Continuum of Care Providers, and nonprofits with renters in the assisted rental market.
Experience ยท 11 entries
All (11)
Investments (8)
Founder (3)
Board (2)
2023
Board Member
Aug 2023
JOGO Health is a virtual care company that uses clinically proven digital interventions to treat pain, neuromuscular, movement and pelvic floor disorders
2022
Investor
Nov 2022
Founded by industry veterans, Uptiq is the ๐ข๐ง๐ญ๐๐ฅ๐ฅ๐ข๐ ๐๐ง๐ญ ๐จ๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐ฅ๐๐ฒ๐๐ซ ๐ญ๐ก๐๐ญ ๐ฎ๐ง๐ข๐๐ข๐๐ฌ ๐ ๐ซ๐จ๐ฐ๐ญ๐ก, ๐จ๐ซ๐ข๐ ๐ข๐ง๐๐ญ๐ข๐จ๐ง, ๐๐ง๐ ๐๐จ๐ง๐ญ๐ข๐ง๐ฎ๐จ๐ฎ๐ฌ ๐ฌ๐๐ซ๐ฏ๐ข๐๐ ๐ฌ๐ฎ๐ข๐ญ๐๐ฌโ orchestrating your systems, processes, and teams without replacing what already works.
This means no replacements, no disruption. Just intelligence layered over your existing systems, giving your people the power to do more with what they already have.
Uptiq is everything your financial institution needs to automate decisions, coordinate workflows, and act on intelligence - without replacing a single system you already trust.
๐๐๐๐: ๐๐ก๐ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐๐ฒ๐๐ซ
Coordinates financial work across systems the way an experienced financial professional would - with governance built in.
๐๐ ๐๐ง๐ญ๐ฌ: ๐๐ข๐ ๐ข๐ญ๐๐ฅ ๐๐จ๐ซ๐ค๐๐ซ๐ฌ
Autonomous financial operators that execute complex workflows across systems - with precision, auditability, and human oversight.
๐๐ฎ๐ข๐ญ๐๐ฌ: ๐๐๐๐ค๐๐ ๐๐ ๐๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ
Pre-configured execution models that deliver measurable outcomes across lending, servicing, risk, and growth.
Uptiq is Built Around How Financial Work Actually Gets Done. Our Pre-built operating suites that unlock speed, scale, and governance - without replacing core systems.
Trusted by over 150 financial institutions, including Focus Financial Partners, Orion, Broadridge, and TransPecos Banks, Uptiq is the proven AI partner for highly regulated industries. With over $1 billion in transactions processed and more than $55M in equity funding, Uptiq isnโt just shaping the future of AI in financial services โ itโs leading it.
Board Member
Sep 2022
We created CapConnect+ to simplify and digitize the bond issuance and investment process โ giving Banks, Issuers and Investors the gift of control, fairness, accuracy, transparency, and material cost savings.
Investor
Jan 2022
Profit.co is a best-in-class OKR software integrated with Task, Performance management, and Employee Engagement directed toward 360-degree organization governance for accelerated growth while maintaining the best work culture.
On the tech front, Profit.co OKR Software can be integrated with 40+ leading tools like, G Suite, Microsoft Teams, Excel, Slack, Office 365 to name a few, and can be accessed through the web and its native mobile applications designed for iOS, Android, and Windows. With OKRs, there is a world-class task management system for ensuring on-time delivery and a powerful performance management system that enables timely reviews saving thousands of hours in the employee review process.
The end-to-end onboarding process from Profit.co ensures quick set-up and within a couple of weeks, the companies see a shift from an output-focused mindset to an outcome-focused one!
2021
Investor
Sep 2021
Built on AI and no-code technologies, JIFFY.ais full-stack platform enables banks, financial services companies, and Fortune 500 organizations to solve their pressing operational and efficiency challenges. Our ready-to-deploy HyperApps help business users to improve customer experience and realize the true value of digital transformation in a fast-tracked timeline.
Show all 11 entries โ
Investment activity
2020โ2023 ยท 8 investments
Recent (last 2 years)Earlier
