14
Total investments
7
Early stage
2
Mid stage
3
Late stage
15y
Years active
Portfolio
14 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jan 2025
Candescent is defining the era of Intelligent Banking for banks and credit unions. Through its cloud-native Intelligent Banking Platform, Candescent helps institutions unify data, channels, and real-time intelligence to deliver differentiated experiences, accelerate growth, and deepen customer and member relationships across account opening, consumer and business banking, and digital and branch experiences. Candescent serves more than 1,300 banks and credit unions representing over 30 million registered users.
Board Member
Dec 2024
FDIC-insured banks and fintechs use Casca to process business loan applications with 90% less manual effort and 300% higher conversion rates. Cascas AI Loan Assistant communicates with applicants via email and SMS - reactivating up to 50% of churned leads. Casca is built upon responsible, compliant AI practices, including human-in-the-loop monitoring.
Experience the future of lending for yourself!
Casca was founded by banking industry and machine learning experts from Stanford University. The company is backed by industry veterans & top-tier venture capital investors, including: Peterson Ventures, Y Combinator, The Sarah Smith Fund, and Clocktower Technology Ventures.
Find open roles here: https://jobs.ashbyhq.com/casca
Board Member
Jun 2024
Anatomy is on a mission to automate financial workflows for healthcare. Today, healthcare providers receive a quarter of payments and remittances on paper, and siloed banking and practice management systems make it difficult to get clarity into insurance revenue that is paid versus needs follow-up. Anatomy automates these financial workflows using AI to convert EOBs to ERAs, modern lockbox solutions to digitize payments and mail, and seamless integrations to automate bank reconciliation and posting. For more information about Anatomy, visit www.anatomy.com.
Board Member
Aug 2023
ModernFi helps financial institutions of all sizes grow, retain, and manage their deposits.
Through ModernFis deposit network, banks and credit unions can sweep funds, source deposits, and provide additional security to depositors. ModernFi’s solutions help institutions attract and retain large-value depositors, driving growth and increasing balance sheet stability.
ModernFi is backed by Canapi Ventures, Andreessen Horowitz, Remarkable Ventures, and leading banks Huntington National Bank, First Horizon, and Regions.
ModernFi, Inc., together with its subsidiaries and affiliated entities, including ModernFi Deposit Services LLC, ModernFi CUSO LLC, and NBID LLC, are not banks or credit unions. ModernFi does not accept deposits, and deposit insurance covers the failure of an insured depository institution, not ModernFi. Deposit placement through ModernFi is subject to the terms, conditions, and disclosures in applicable agreements.
A list identifying network banks can be found at https://www.nbid.com/bank-list. A list identifying network credit unions can be found at https://www.modernfi.com/credit-union-list.
Board Observer
Jun 2023
What if the enterprise had complete control over the browser? What would it mean for security, for productivity, for work itself?
Introducing Island, the Enterprise Browser - the ideal enterprise workplace, where work flows freely while remaining fundamentally secure. With the core needs of the enterprise naturally embedded in the browser itself, Island gives organizations complete control, visibility, and governance over the last mile, while delivering the same smooth Chromium-based browser experience users expect. Led by experienced leaders in enterprise security and browser technology and backed by leading venture funds -- Insight Partners, Sequoia Capital, Cyberstarts and Stripes Capital -- Island is redefining the future of work for some of the largest, most respected enterprises in the world.
Welcome to work as it should be.
www.island.io
Board Member
Dec 2021
Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.
The best financial institutions are moving beyond the old tradeoff: you no longer have to choose between AI thats smart enough to adapt and AI thats safe enough to deploy.
We deliver service that feels human and AI that works like a trusted teammate.
Your customers get autonomous task completion. Your employees get AI-powered Knowledge and Training Assistants that work within your exact guardrails.
The result: you scale operations with AI thats as safe and accurate as your best staff, while delivering experiences your customers actually prefer
Board Member
Mar 2021
Proof℠ is the worlds first identity-assured transaction management platform. Developed by the same market leaders and experts who brought notarization online with Notarize℠, Proof offers trust in a digital world by verifying identities and securing transactions to protect your business and its customers. When risk is low and speed matters, get it signed. When the law dictates it, get it notarized. When trust matters, you need Proof.
Board Member
Sep 2020
Greenlight is a debit card and money app for families. Our mission is to shine a light on the world of money for families and empower parents to raise financially-smart kids.
Millions of parents and kids use Greenlight to earn, save, spend wisely, give, and invest. Parents can set flexible spend controls, manage chores, automate allowances, and invest for their kids’ futures.
The Greenlight team calls Atlanta home, but we have team members across the country. We’re pet enthusiasts, PTA presidents, fantasy football champs, kickball-mates, and volunteer dance teachers. We’re backed by Drive Capital, JP Morgan Chase, Wells Fargo, TTV Capital, Relay Ventures, NEA, Amazon, Ally Financial, SunTrust Bank, and Synchrony Financial. We were picked for CB Insights’ Fintech 250.
Inspired? Apply to join our team: https://greenlight.com/careers/
Board Observer
Jul 2020
Blend Labs Inc., (NYSE: BLND) is the leading origination platform for digital banking solutions. Financial providers— from large banks, fintechs, and credit unions to community and independent mortgage banks—use Blend’s platform to transform banking experiences for their customers. Better banking starts on Blend. To learn more, visit blend.com.
Board Member
Nov 2017
Payrailz is now part of Jack Henry and offers advanced bill payment and money transfer solutions to banks and credit unions. In a society that focused on a “Do It For Me” culture, smart technology makes the difference. Financial institutions can confidently embrace our most modern technology, including AI, security, cloud-based software and chat bot, to offer engaging payment solutions to their customers. Payrailz helps FIs meet the payment expectations of today and the payment innovation needs of tomorrow. With Payrailz, payments become smarter, engaging and predictive.
Co-Founder, Board Member
Oct 2017
At Apiture, our mission is to empower financial institutions to know and serve their clients with the care of a traditional community institution at the scale, speed, and efficiency required in today’s digital world. With more than 300 clients throughout the U.S., we deliver comprehensive online and mobile solutions that support banks and credit unions, ranging from small community financial institutions to new, innovative direct banks.
Board Observer
Dec 2016
Finxact is the first enterprise-class 100 percent open API cloud-native innovation platform and transaction processing engine, agnostic to asset classes, currencies, and time zones for banking, fintech and embedded finance. Finxact allows you to scale your business with the freedom to be adaptive to change, the ability to harness the resiliency and elasticity of the cloud and design and launch new products with agility and precision and without technology upheaval. Learn more at www.Finxact.com.
Board Member
Jun 2015
DefenseStorm ensures cyber risk readiness with a comprehensive system, including cybersecurity, compliance, and fraud. The only system specifically built for banking, it accounts for all the daunting challenges, regulations, and technology requirements you face as a financial institution. Our intelligent data engine, GRID, delivers real-time access, analysis, and action on all your critical threat data. Our Threat Ready Active Compliance (TRAC) team enables co-managed support 24x7x365, providing the support and expertise you need. Together, we will help you get ahead of the storm of threats.
Offices locations:
Alpharetta, Georgia - Corporate Headquarters
Seattle, Washington - Research & Development Center
Wilmington, North Carolina - Business Development Center
Co-Founder, former Board Member
Oct 2011
nCino (NASDAQ: NCNO) is powering a new era in financial services. 🚀
nCino was founded to help financial institutions digitize and reengineer business processes to boost efficiencies and create better banking experiences. With over 1,800 customers worldwide - including community banks, credit unions, independent mortgage banks, and the largest financial entities globally - nCino has developed a trusted platform of best-in-class, intelligent solutions. By integrating artificial intelligence and actionable insights into our platform, nCino is helping financial institutions consolidate legacy systems to enhance strategic decision-making, improve risk management, and elevate customer satisfaction by cohesively bringing together people, AI and data.
Working at nCino means you dont have to choose between joining a great culture or building great products - were proof you can do both. Our core values are deeply entrenched in our culture (#LiveTheSix!), and our growth relies on our employees’ abilities to learn new skills, accept new responsibilities, and assume leadership roles on our growing teams.
At nCino, we understand that diversity is a large part of what drives our success, and our inclusive environment is a place where all perspectives and experiences are welcome. We believe that supporting our employees is more than encouraging them to add pronouns to their Slack profiles or providing mental health resources (though we do those things, too!). We strive to create a safe space where employees feel they can come to work as their true selves. 💛
By providing our employees with resources to further their knowledge in their roles, we enable nCino to continue powering the next era of financial services.
Experience · 17 entries
All (17)
Investments (12)
Founder (4)
Board (12)
2025
Board Member
Jan 2025
Candescent is defining the era of Intelligent Banking for banks and credit unions. Through its cloud-native Intelligent Banking Platform, Candescent helps institutions unify data, channels, and real-time intelligence to deliver differentiated experiences, accelerate growth, and deepen customer and member relationships across account opening, consumer and business banking, and digital and branch experiences. Candescent serves more than 1,300 banks and credit unions representing over 30 million registered users.
2024
Board Member
Dec 2024
FDIC-insured banks and fintechs use Casca to process business loan applications with 90% less manual effort and 300% higher conversion rates. Cascas AI Loan Assistant communicates with applicants via email and SMS - reactivating up to 50% of churned leads. Casca is built upon responsible, compliant AI practices, including human-in-the-loop monitoring.
Experience the future of lending for yourself!
Casca was founded by banking industry and machine learning experts from Stanford University. The company is backed by industry veterans & top-tier venture capital investors, including: Peterson Ventures, Y Combinator, The Sarah Smith Fund, and Clocktower Technology Ventures.
Find open roles here: https://jobs.ashbyhq.com/casca
Board Member
Jun 2024
Anatomy is on a mission to automate financial workflows for healthcare. Today, healthcare providers receive a quarter of payments and remittances on paper, and siloed banking and practice management systems make it difficult to get clarity into insurance revenue that is paid versus needs follow-up. Anatomy automates these financial workflows using AI to convert EOBs to ERAs, modern lockbox solutions to digitize payments and mail, and seamless integrations to automate bank reconciliation and posting. For more information about Anatomy, visit www.anatomy.com.
2023
Board Member
Aug 2023
ModernFi helps financial institutions of all sizes grow, retain, and manage their deposits.
Through ModernFis deposit network, banks and credit unions can sweep funds, source deposits, and provide additional security to depositors. ModernFi’s solutions help institutions attract and retain large-value depositors, driving growth and increasing balance sheet stability.
ModernFi is backed by Canapi Ventures, Andreessen Horowitz, Remarkable Ventures, and leading banks Huntington National Bank, First Horizon, and Regions.
ModernFi, Inc., together with its subsidiaries and affiliated entities, including ModernFi Deposit Services LLC, ModernFi CUSO LLC, and NBID LLC, are not banks or credit unions. ModernFi does not accept deposits, and deposit insurance covers the failure of an insured depository institution, not ModernFi. Deposit placement through ModernFi is subject to the terms, conditions, and disclosures in applicable agreements.
A list identifying network banks can be found at https://www.nbid.com/bank-list. A list identifying network credit unions can be found at https://www.modernfi.com/credit-union-list.
Board Observer
Jun 2023
What if the enterprise had complete control over the browser? What would it mean for security, for productivity, for work itself?
Introducing Island, the Enterprise Browser - the ideal enterprise workplace, where work flows freely while remaining fundamentally secure. With the core needs of the enterprise naturally embedded in the browser itself, Island gives organizations complete control, visibility, and governance over the last mile, while delivering the same smooth Chromium-based browser experience users expect. Led by experienced leaders in enterprise security and browser technology and backed by leading venture funds -- Insight Partners, Sequoia Capital, Cyberstarts and Stripes Capital -- Island is redefining the future of work for some of the largest, most respected enterprises in the world.
Welcome to work as it should be.
www.island.io
Show all 17 entries ↓
Investment activity
2011–2025 · 14 investments
Recent (last 2 years)Earlier
