33
Total investments
4
Early stage
5
Mid stage
11
Late stage
12y
Years active
Portfolio
26 investments ยท sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jul 2023
Haus is a decision science platform built on your own data. Our products combine state-of-the-art causal inference and econometrics to help brands make informed investment decisions.
Board Member
Aug 2022
Agora is the most comprehensive real estate investment management platform on the market.
At Agora, we empower GPs, owners/operators, and real estate investment firms to scale their business effortlessly, foster strong investor relations, and ensure efficient and accurate financial operations.
We do so by harnessing technology and automation together with in-depth real estate expertise to remove barriers across all facets of investment management, from fundraising and investor relations through reports to distributions and tax operations.
Our team is made up of the most skilled professionals in their respective fields, including real estate, technology, and cybersecurity. We are dedicated to improving investment management and delivering the best possible experience to our customers and their investors.
Grow with Agora, the best real estate investment experience.
Board Member
Aug 2022
Software Defined Automation provides end-to-end Industrial DevOps for automation engineers to simplify management and development industrial devices, increase factory uptime, and improve OT security. The comprehensive, integrated solution offers automated backup, code version control, browser-based engineering, secure remote access, AI-generated code documentation, and virtual PLC management. Founded by manufacturing, industrial software, and cloud experts, the company is headquartered in Boston with offices in Munich, Germany.
Board Member
May 2022
Founded by creators of Testcontainers, AtomicJar, Inc. is on a mission to build tools that developers love, and change automated testing for the better.
Board Member
Apr 2022
Founded in 2019, Vanillaโs product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated.
Todayโs estate planning toolsโfor advisors, lawyers, and consumers alikeโare significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisorโs and a clientโs understanding of their estate, and to demystify the challenges of dealing with estates post-death.
Board Observer
Feb 2022
Socotra is focused on delivering agility to the trillion-dollar global insurance industry. Socotra works with global insurers to modernize their technology, making it easier for them to focus on creating innovative products to grow their business.
Serving one of the world's largest and most technologically neglected industries, Socotra's mission is to provide insurers with a modern, enterprise-grade core system that enables them to rapidly develop and distribute products that better serve their customers.
To take its mission to the next level, Socotra is expanding rapidly. It is seeking to grow its team and are looking for candidates who are passionate about making substantive change.
Board Member
Feb 2022
The Rhyme LiveAuthโข network replaces lengthy prior authorization processes by uniting payers and providers on one network to achieve touchless decisions in real time. Join us, and dramatically increase payer, provider and patient satisfaction.
Board Observer
Feb 2022
Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services.
In supercharging developers to rapidly deliver high-performance, resilient and secure applications, Genesis replaces the buy vs. build challenge with a buy-to-build solution.
The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications.
Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability, powering mission-critical applications at the worldโs leading financial institutions.
Strategically backed by Bank of America, BNY Mellon and Citi, Genesis Global has offices in Miami, New York, Charlotte, London, Sรฃo Paulo, Dublin and Bengaluru.
Board Member
Jan 2022
Vantis Manufacturing Analytics is a robust solution for todays plant professionals. With its ability to fuse manufacturing data from multiple sources, Vanti offers an automated, intuitive manufacturing insights platform. Vanti provides clear interpretations of complex production behaviors and delivers actionable insights. This simplifies your data exploration, making it as easy as having a conversation."
Board Observer
Jul 2021
Tulip, a leader in frontline operations, is helping companies around the world equip their workforce with AI-enabled, connected apps, leading to higher quality work, improved efficiency, and end-to-end traceability across operations. Tulips composable platform enables those closest to operations to take advantage of composability and edge connectivity to digitally transform processes, guide operators, track production, and gain a real-time, holistic view of operations.
Companies of all sizes and across industries โ including complex manufacturing, pharmaceuticals, and medical devices โ have implemented composable solutions with Tulipโs platform to solve some of the most pressing challenges in operations: error-proofing processes and boosting productivity with guided workflows, capturing and analyzing real-time data, and continuously improving operations.
A spinoff out of MIT, the company is headquartered in Somerville, MA, with offices in Tel Aviv, Munich, Tokyo, Budapest, and Singapore.
Interested in helping Tulip transform the manufacturing software landscape? Weโre hiring! Browse our open roles and apply today: https://tulip.co/careers/.
Board Member
Apr 2021
Florence Healthcare is the leading provider of the Site Enablement Platform, committed to accelerating cures by better connecting sponsors, CROs, and research sites.
The companys integrated platform streamlines the clinical trial process, enabling seamless collaboration and more efficient management of clinical research workflows. Florence Healthcare is dedicated to fostering innovation and improving patient outcomes worldwide with over 12,000 connected research sites on its platform in 45 countries, facilitating more than 6.5 million research workflows every month.
Board Member
Apr 2021
The modern custodian for RIAs.
Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service.
With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned.
Get started for free and join over 1,800 independent advisors at altruist.com
Altruist Financial LLC, Member FINRA/SIPC
Board Member
Mar 2021
Cycode is the leading Application Security Posture Management (ASPM) providing Peace of Mind to its customers. Its Complete ASPM platform scales and standardizes developer security without slowing down the business โ delivering safe code, faster.
The platform can replace existing application security testing tools or integrate with them while providing cyber resiliency through unmatched visibility, risk driven prioritization and just in-time remediation of code vulnerabilities as scale. Cycodeโs Risk Intelligence Graph (RIG), the โbrainโ behind the platform, provides traceability across the entire SDLC through natural language.
Backed by tier-one investors Insight Partners and YL Ventures, the series-B company has raised $80 million and boasts a number of the top global Fortune 100 customers in the world that are gaining immediate value.
Board Member
Nov 2020
SimpleNexus, an nCino company, is a homeownership platform connecting the people, systems, and stages of the mortgage process into an end-to-end solution that spans engagement, origination, closing, and business intelligence to deliver a seamless and efficient modern mortgage experience for all parties involved.
Board Member
Sep 2020
Skilljar is the worldโs leading Customer Education software. Innovative companies such as Tableau, Verizon, Zenefits, U-Haul, and hundreds more rely on Skilljar to onboard, engage, and retain their customers at scale. Headquartered in Seattle, WA, Skilljar is backed by prominent financial institutions including Insight Partners, Mayfield, Trilogy Equity Partners, and Shasta Ventures. Skilljar is currently operating remotely, with employees based in Washington, Oregon, California, Colorado, Idaho, Utah, Arizona, Texas, Florida, Georgia, and New York.
Show all 26 investments โ
Experience ยท 36 entries
All (36)
Investments (33)
Founder (1)
Board (33)
2025
Founder, General Partner
2025
Waldo locates and invests in proven, early-growth stage software and tech-enabled services companies.
2023
Board Member
Jul 2023
Haus is a decision science platform built on your own data. Our products combine state-of-the-art causal inference and econometrics to help brands make informed investment decisions.
2022
Board Member
Aug 2022
Agora is the most comprehensive real estate investment management platform on the market.
At Agora, we empower GPs, owners/operators, and real estate investment firms to scale their business effortlessly, foster strong investor relations, and ensure efficient and accurate financial operations.
We do so by harnessing technology and automation together with in-depth real estate expertise to remove barriers across all facets of investment management, from fundraising and investor relations through reports to distributions and tax operations.
Our team is made up of the most skilled professionals in their respective fields, including real estate, technology, and cybersecurity. We are dedicated to improving investment management and delivering the best possible experience to our customers and their investors.
Grow with Agora, the best real estate investment experience.
Board Member
Aug 2022
Software Defined Automation provides end-to-end Industrial DevOps for automation engineers to simplify management and development industrial devices, increase factory uptime, and improve OT security. The comprehensive, integrated solution offers automated backup, code version control, browser-based engineering, secure remote access, AI-generated code documentation, and virtual PLC management. Founded by manufacturing, industrial software, and cloud experts, the company is headquartered in Boston with offices in Munich, Germany.
Board Member
May 2022
Founded by creators of Testcontainers, AtomicJar, Inc. is on a mission to build tools that developers love, and change automated testing for the better.
Show all 36 entries โ
Investment activity
2014โ2023 ยท 33 investments
Recent (last 2 years)Earlier
