2
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Investor/Advisor
Jan 2025
Graphio stops revenue loss before it happens by detecting broken handoffs between teams.
We analyze API-enabled metadata from your existing systems to automatically identify when Sales, CS, Legal, Finance, Product, and Operations are misaligned before deals stall, renewals fail, or contracts slip.
Technically, It’s a Context-Change Graph AI that learns your companys blueprint for success. It tracks live performance against that map to predict, alert, and repair dangerous deviations the moment they happen
Zero integrations. Zero workflow disruption. Privacy by design: we dont analyze your content - only metadata. Launch in under 48 hours.
SOC 2 Type 2, HIPAA compliant.
Investor/Advisor
Mar 2021
upSWOT is a white-label embedded finance and business management platform designed to enhance online/mobile banking with just several lines of code. Using an approach similar to Plaid, SMBs connect their accounting, ERP, payroll, eCommerce, marketing, CRM, and other apps to the Bank to get accurate cashflow forecasts, actionable insights, credit score boost, and business valuation tools within their banking experience
Data is aggregated in real-time and thousands of signals are analyzed to help SMBs better understand the health of their businesses via interactive dashboards.
On the back-end, upSWOT surfaces meaningful data for relationship managers to help them upsell the right products and services while building more meaningful and longer-lasting relationships.
Founded in August 2019, upSWOT technology serves hundreds of financial institutions helping them to build loyalty and grow engagement among their SMB clients.
Experience · 3 entries
All (3)
Investments (2)
2025
Investor/Advisor
Jan 2025
Graphio stops revenue loss before it happens by detecting broken handoffs between teams.
We analyze API-enabled metadata from your existing systems to automatically identify when Sales, CS, Legal, Finance, Product, and Operations are misaligned before deals stall, renewals fail, or contracts slip.
Technically, It’s a Context-Change Graph AI that learns your companys blueprint for success. It tracks live performance against that map to predict, alert, and repair dangerous deviations the moment they happen
Zero integrations. Zero workflow disruption. Privacy by design: we dont analyze your content - only metadata. Launch in under 48 hours.
SOC 2 Type 2, HIPAA compliant.
2021
Investor/Advisor
Mar 2021
upSWOT is a white-label embedded finance and business management platform designed to enhance online/mobile banking with just several lines of code. Using an approach similar to Plaid, SMBs connect their accounting, ERP, payroll, eCommerce, marketing, CRM, and other apps to the Bank to get accurate cashflow forecasts, actionable insights, credit score boost, and business valuation tools within their banking experience
Data is aggregated in real-time and thousands of signals are analyzed to help SMBs better understand the health of their businesses via interactive dashboards.
On the back-end, upSWOT surfaces meaningful data for relationship managers to help them upsell the right products and services while building more meaningful and longer-lasting relationships.
Founded in August 2019, upSWOT technology serves hundreds of financial institutions helping them to build loyalty and grow engagement among their SMB clients.
2011
CEO
Jan 2011
Fundii is an innovative local advertising company founded in 2011. Fundii enables merchants to reach local customers via established local groups while at the same time providing a fund-raising platform for groups and schools.
Fundii’s mission is to strengthen communities by connecting the people who live there, the groups that matter to them, and the businesses that serve them.
