Ian Sheridan

Acorn Finance is the world’s first embedded lending marketplace for home improvement financing, empowering borrowers, lenders, contractors and software providers to achieve their goals. Borrowers can shop for the best rates from the best lenders, all within a few seconds and fewer clicks. Contractors can increase sales by offering financing to customers at no extra cost to themselves. Software providers to the home improvement industry can add value for contractors and enhance the homeowner’s buying experience by embedding Acorn Finance’s solution within their estimates and invoices. Lenders can reach more homeowners while also testing the ideal rates for optimum engagement.

Cork illuminates the environment at the endpoint, identifying attack vectors and tactics for remediation. Our vendor-agnostic insight platform integrates with an existing tech stack via APIs, creating an underwriting model from within.

Calculum is a Miami (FL) based FinTech company that helps organizations unlock millions in working capital and generate free cash flow by optimizing payment terms. Calculum’s platform allows organizations to compare themselves with their competitors. With the web-based platform leveraging artificial intelligence, companies can analyze all their suppliers in terms of payment terms, financials, sustainability, ESG (Environmental Social Governance), and seize all the necessary arguments to negotiate more favorable terms. Calculum identifies on average over 12% in working capital benefits and initiatives, positively impacting free cash flow, which can be invested directly in their growth, development, and sustainability programs. Calculum provides its financial supply chain solutions to companies of all sizes, including banks and private equity institutions and their corporate clients globally.

Intent Data + Real Time Digital Behavioral Science = Intuitive Online Experiences. As users engage with your digital forms and applications, they leave behind behavioral breadcrumbs that tell a story about their intent. ForMotiv captures hundreds of these unique behavioral cues, comprised of thousands of behavioral micro-expressions such as mouse movements, keystrokes, time spent, copy/paste, corrections, and 150+ more while a user is actively filling out a form or application. Our solution is able to read this “digital body language” and translate it into intent data to precisely predict user intent such as genuine, confused, or risky customers. From there, we enable companies to create dynamic experiences that adapt and nudge users, in real-time, based on their behavior to drive the desired outcome. We call this Behavioral Intelligence. Drop us a line to learn more!

𝗧𝗮𝗸𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗲𝗻𝘀𝗮𝘁𝗶𝗼𝗻 𝗽𝗿𝗼𝗰𝗲𝘀𝘀. 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝗰𝗼𝗺𝗽𝗿𝗼𝗺𝗶𝘀𝗲. Aeqium is the only compensation planning platform that gives Total Rewards teams 𝟭𝟬𝟬% 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 and 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹—without relying on consultants or vendor tickets. Trusted by leaders at Braze, Warby Parker, Mixpanel, and more, Aeqium adapts to your strategy the moment it changes. Update cycles instantly. Launch workflows that match your process. Track everything as it happens. 𝗨𝗻𝘁𝗶𝗹 𝗻𝗼𝘄, 𝘆𝗼𝘂’𝘃𝗲 𝗯𝗲𝗲𝗻 𝗳𝗼𝗿𝗰𝗲𝗱 𝘁𝗼 𝗰𝗵𝗼𝗼𝘀𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻:   • 𝗦𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁𝘀: Disconnected. Error-prone. Impossible to scale.   • 𝗛𝗥𝗜𝗦 𝘁𝗼𝗼𝗹𝘀: Rigid. Slow to update. No control over your own process. 𝗪𝗵𝘆 𝗔𝗲𝗾𝗶𝘂𝗺 𝗶𝘀 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁: 𝟭. 𝟭𝟬𝟬% 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝗯𝗹𝗲: Design workflows, approvals, and rules to fit your exact strategy 𝟮. 𝗧𝗼𝘁𝗮𝗹 𝗰𝗼𝗻𝘁𝗿𝗼𝗹: Make instant updates—no vendor tickets or waiting days 𝟯. 𝗥𝗲𝗮𝗹-𝘁𝗶𝗺𝗲 𝘃𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆: Track cycle progress, approvals, and equity in real time 𝟰. 𝗡𝗼 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱: Go live fast. Make changes on your own. Get support when you need it. 𝗛𝗼𝘄 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀:   1. Connect your HR systems in minutes   2. Upload your bands and configure your cycle   3. Launch guided workflows for your managers   4. Track every update and decision as it happens   5. Push updates to employees with a single click Want to try it risk-free? We’ll build your compensation process in Aeqium—for free. See it live in 1 business day with your team. No pressure.

Advocate Technologies is modernizing insurance operations for lenders. We transform lenders’ insurance compliance functions across origination and servicing. We replace the manual insurance review process with a software platform supported by a highly skilled team of insurance experts. Our customers range from lenders funding small mortgages, banks funding Agency (Freddie, Fannie, HUD, SBA) loans and large commercial real estate lenders funding $100M+. If you are a lender we have a solution built just for you. To learn more about Advocate, visit www.tryadvocate.com.

FinQore (formerly SaaSWorks) equips Finance Teams at complex, sophisticated businesses to drive strategic decisions by powering a single source of revenue, customer, and usage truth. Our continuously managed solution unifies, monitors, and streams data and insights back to you without the high-cost of big teams and external firms, or the tight constraints of one-size-fits-all solutions. Finance Teams choose FinQore to maximize focus and insights, minimize cost and complexity, and mitigate errors and expenses.

Knowbl provides every business the ability to quickly create conversational AI solutions that can be deployed across any digital user interface, including but not limited to search, chat, voice and agent assist. The Knowbl Platform takes your existing content, structured and unstructured, and automatically conversationalizes it so that your employees and customers can get the information they ask for on demand. Building conversational AI solutions has never been so easy. Simply provide the content, and the AI will provide the experience.

Roots agentic AI platform enables insurers to transform their operations with unmatched 98%+ accuracy and speed to automate complex processes. We use pre-trained, insurance-specific AI models to deliver rapid time-to-value, measured in weeks, not months. Today, Roots is used by 3 of the Top 5 P&C Carriers and 3 of the top 10 Brokers to efficiently manage massive amounts of unstructured data while freeing up valuable subject matter experts for more strategic and challenging activities. Roots created InsurGPT - the world’s most advanced fine-tuned Generative AI model, designed specifically for the Insurance market. InsurGPT utilizes a deep corpus of insurance specific data and documents alongside systems and process knowledge to significantly improve the accuracy, speed, and validity of data extraction and inferencing, while reducing false-positives, ‘hallucinations,’ that non-industry specific Generative AI models produce.

Bevaya is the leading AI agent platform built for insurance. Our AI agents read, analyze, and recommend across underwriting, claims, and policy servicing. The work includes triage and clearance, rating, coverage analysis, and next-step recommendations, with 98%+ accuracy. Powered by InsurGPT™, an ensemble of specialized AI models trained on 300M+ insurance documents, Bevaya brings the precision insurance work demands. Carriers, brokers, and TPAs deploy Bevaya atop their existing systems, working alongside their teams. Trusted by 3 of the top 5 P&C carriers, 3 of the top 10 brokers, and 3 of the top 20 TPAs, Bevaya powers 120+ production deployments helping insurance organizations reach 3-4× capacity gains and measurable ROI from day one.

Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and spending spectrum. Retirable was founded by industry veterans to empower a worry-free retirement for everyone. By opening access to financial guidance for retirement, Retirable gives its clients greater confidence and control when they need it most.

Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but cant afford it. Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers. Clerkie uses conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals. Our mission is to democratize financial health and provide all individuals with an actionable path to financial security. Email us at talent@clerkie.io if youd like to be considered for current or future opportunities to join our team.

Micronotes.ai delivers cloud-based digital engagement solutions to financial institutions that want to start conversations, develop relationships, and build trust with new and existing customers and members. Founded by tech entrepreneurs from MIT, the companys fast, automated, cloud-based solutions apply machine learning to customer data to improve engagement and dialogue to effectively sell more financial services through digital service channels and beyond. Privately held, Micronotes is based in Boston. Grow Loan Portfolio We help you use data to identify credit-worthy customers with higher-cost debt at competitor institutions by consistently asking customers targeted, personalized questions that uncover valid financial needs. Then, automatically push validated leads to the right people on your team to improve loan business. Grow Deposit Accounts Eliminate the guesswork from your financial institutions deposit growth strategy with Micronotes. Instead, data can be used to access current deposit activity and identify opportunities for new deposits. Our technology eliminates combing through data to find revenue opportunities and allows immediate customer engagement without draining employee resources. You can deliver thousands of personalized mobile and online banking offers to promote specific services. Boost Retention Drive engagement through frequent check-ins with your customers using data-driven automation. Be the first to discover customers financial needs, desires, and pain points. We give you a competitive edge by enabling a high-tech, high-touch feel with Net Promoter Score (NPS®) and other experience-monitoring capabilities. NPS measures your brands customer experience and provides the best metric to anchor your customer experience management program.

LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income. Major financial services firms like Morgan Stanley, Franklin Templeton, JP Morgan, SEI, Merrill, Ameriprise, Allianz, and New York Life partner with LifeYield. They use LifeYield APIs inside their proprietary platforms to automate ongoing asset location, tax harvesting, transitions, withdrawals, multi-account rebalancing, Social Security strategy, and retirement income optimization. LifeYield’s approach increases advisor productivity and improves financial results for investors, advisors, and firms by up to one-third. For more information, visit lifeyield.com.

Acorn Finance is the world’s first embedded lending marketplace for home improvement financing, empowering borrowers, lenders, contractors and software providers to achieve their goals. Borrowers can shop for the best rates from the best lenders, all within a few seconds and fewer clicks. Contractors can increase sales by offering financing to customers at no extra cost to themselves. Software providers to the home improvement industry can add value for contractors and enhance the homeowner’s buying experience by embedding Acorn Finance’s solution within their estimates and invoices. Lenders can reach more homeowners while also testing the ideal rates for optimum engagement.

Cork illuminates the environment at the endpoint, identifying attack vectors and tactics for remediation. Our vendor-agnostic insight platform integrates with an existing tech stack via APIs, creating an underwriting model from within.

Calculum is a Miami (FL) based FinTech company that helps organizations unlock millions in working capital and generate free cash flow by optimizing payment terms. Calculum’s platform allows organizations to compare themselves with their competitors. With the web-based platform leveraging artificial intelligence, companies can analyze all their suppliers in terms of payment terms, financials, sustainability, ESG (Environmental Social Governance), and seize all the necessary arguments to negotiate more favorable terms. Calculum identifies on average over 12% in working capital benefits and initiatives, positively impacting free cash flow, which can be invested directly in their growth, development, and sustainability programs. Calculum provides its financial supply chain solutions to companies of all sizes, including banks and private equity institutions and their corporate clients globally.

Intent Data + Real Time Digital Behavioral Science = Intuitive Online Experiences. As users engage with your digital forms and applications, they leave behind behavioral breadcrumbs that tell a story about their intent. ForMotiv captures hundreds of these unique behavioral cues, comprised of thousands of behavioral micro-expressions such as mouse movements, keystrokes, time spent, copy/paste, corrections, and 150+ more while a user is actively filling out a form or application. Our solution is able to read this “digital body language” and translate it into intent data to precisely predict user intent such as genuine, confused, or risky customers. From there, we enable companies to create dynamic experiences that adapt and nudge users, in real-time, based on their behavior to drive the desired outcome. We call this Behavioral Intelligence. Drop us a line to learn more!

𝗧𝗮𝗸𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗲𝗻𝘀𝗮𝘁𝗶𝗼𝗻 𝗽𝗿𝗼𝗰𝗲𝘀𝘀. 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝗰𝗼𝗺𝗽𝗿𝗼𝗺𝗶𝘀𝗲. Aeqium is the only compensation planning platform that gives Total Rewards teams 𝟭𝟬𝟬% 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 and 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹—without relying on consultants or vendor tickets. Trusted by leaders at Braze, Warby Parker, Mixpanel, and more, Aeqium adapts to your strategy the moment it changes. Update cycles instantly. Launch workflows that match your process. Track everything as it happens. 𝗨𝗻𝘁𝗶𝗹 𝗻𝗼𝘄, 𝘆𝗼𝘂’𝘃𝗲 𝗯𝗲𝗲𝗻 𝗳𝗼𝗿𝗰𝗲𝗱 𝘁𝗼 𝗰𝗵𝗼𝗼𝘀𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻:   • 𝗦𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁𝘀: Disconnected. Error-prone. Impossible to scale.   • 𝗛𝗥𝗜𝗦 𝘁𝗼𝗼𝗹𝘀: Rigid. Slow to update. No control over your own process. 𝗪𝗵𝘆 𝗔𝗲𝗾𝗶𝘂𝗺 𝗶𝘀 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁: 𝟭. 𝟭𝟬𝟬% 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝗯𝗹𝗲: Design workflows, approvals, and rules to fit your exact strategy 𝟮. 𝗧𝗼𝘁𝗮𝗹 𝗰𝗼𝗻𝘁𝗿𝗼𝗹: Make instant updates—no vendor tickets or waiting days 𝟯. 𝗥𝗲𝗮𝗹-𝘁𝗶𝗺𝗲 𝘃𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆: Track cycle progress, approvals, and equity in real time 𝟰. 𝗡𝗼 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱: Go live fast. Make changes on your own. Get support when you need it. 𝗛𝗼𝘄 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀:   1. Connect your HR systems in minutes   2. Upload your bands and configure your cycle   3. Launch guided workflows for your managers   4. Track every update and decision as it happens   5. Push updates to employees with a single click Want to try it risk-free? We’ll build your compensation process in Aeqium—for free. See it live in 1 business day with your team. No pressure.