12
Total investments
6
Early stage
2
Mid stage
0
Late stage
10y
Years active
Portfolio
10 investments · sorted by recency
All investments
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Mid stage
Late stage
Co-founder & Board Member
Aug 2024
Substrate builds AI Agents for Healthcare RCM. Substrate Agents automate your workflows in your payor portals, Electronic Health Record (EHR) and Practice Management System (PMS). Common tasks that Substrate Agents do include
- AI Powered Medical Necessity Appeals: handsfree appeals of claims pended or denied for medical records. Win 40% of appeals, completely handsfree
- Enhanced Claim Status: logging into payor portals and checking the status of a claim - saves an average of 3 minutes per claim.
- Automated Payment posting
- Automated Medical Record & Prior Authorization Validation
Investor
Jan 2024
Inscope is the first AI-native financial statement preparation platform built for accounting firms and finance teams. We automate the "messy middle"—formatting, cross-footing, tie-outs, and disclosures, so your team can turn around more engagements with fewer hours and fewer review notes.
Inscope is the ONLY GAAP financial reporting solution that does the work for you, not just provides a place to do it. Your team stops assembling documents and starts delivering advisory work.
Trusted by firms like CohnReznick, Calabrese Consulting, McDirmit Davis, and Connor Group, alongside finance teams at Intermedia, Chronosphere, Celigo, Netlify, Curri, Intercom, Miro, Vouch Insurance, Guild, Stord, and more.
Board Member
Jul 2022
Pinwheel helps banks win primacy with user-centric solutions that deepen relationships and grow lifetime value. Pinwheels market leading digital deposit switch solution, used by the worlds leading financial institutions, delivers 2x better conversion than the industry standard, greater security, and first-of-its kind share of wallet insights to power customer engagement programs to new heights.
Investor
Sep 2019
At Flowhub, we’re on a mission to make safe cannabis product accessible to everyone on planet Earth.
Flowhub is the leading cannabis technology company partnering with dispensaries nationwide to provide compliance, point of sale, payments, inventory tracking, and retail management solutions.
Founded by Kyle Sherman in 2015, Flowhub pioneered the first Metrc API integration and the Nug Pro®, the cannabis industrys first mobile scanner device for streamlining daily workflows. Today, Flowhub processes over $3 billion in cannabis sales annually, empowering more than 1,000 cannabis retailers to automate operations, increase revenue, and create the best dispensary experience possible.
Flowhub is on the frontlines of ending cannabis prohibition and is proud to be a founding director of both the Cannabis Trade Federation and the U.S. Cannabis Council, in addition to awarding over $8 million in free software through its Social Equity Program to support underrepresented dispensary owners.
Flowhub is a profitable privately held, remote-first company. Investors include PayPal, Headline, Poseidon, Shawn "Jay-Z" Carter, and Evolv Ventures (The Kraft Heinz Company venture arm), the founders of Venmo, and more.
For more information visit flowhub.com.
Investor
Jun 2019
Mercury is the fintech ambitious companies use for banking* and all their financial workflows. With a powerful account at the center of their operations, companies can make better financial decisions and ensure that every dollar spent aligns with company priorities. Thats why over 300K startups choose Mercury to confidently run all their financial operations with the precision, control, and focus they need to operate at their best. To learn more, visit Mercury.com.
*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
Investor
May 2019
Matic is reimagining the next generation of fully autonomous, helpful, and elegant home robots using AI and computer vision. Level-5 autonomy in your home.
Our flagship product, Matic, is a remarkably smart, proactive, and secure floor-cleaning robot that uses photo-realistic vision with precise 3D mapping to provide a home with perpetually clean floors.
Investor
Mar 2018
Biobot Analytics develops cutting-edge technology to transform sewers into public health observatories. Wastewater contains valuable information about the health of communities. We collect it. We analyze it. We tell you how to leverage it to make your city better.
Our first product is to measure opioids and other drug metabolites in sewage to estimate consumption in cities. With this data, those working on harm reduction can assess the scope of the epidemic, allocate resources, and gauge the effectiveness of programming over time.
Investor
Jun 2017
Faire is a wholesale technology platform empowering brands and retailers to strengthen the unique character of local communities.
Investor
Feb 2017
Sure is the leading insurtech behind the world’s most recognized brands and carriers. Its enterprise SaaS infrastructure and embedded insurance programs drive the insurance industry forward to reach its full potential in an online era. Sure customers leverage its cohesive system of APIs to streamline the end-to-end insurance lifecycle resulting in better customer experiences supported by efficient digital operations.
Founded in 2015, the company is headquartered in Dallas, TX with offices around the globe.
Experience · 18 entries
All (18)
Investments (11)
Founder (4)
Board (2)
2024
Co-founder & Board Member
Aug 2024
Substrate builds AI Agents for Healthcare RCM. Substrate Agents automate your workflows in your payor portals, Electronic Health Record (EHR) and Practice Management System (PMS). Common tasks that Substrate Agents do include
- AI Powered Medical Necessity Appeals: handsfree appeals of claims pended or denied for medical records. Win 40% of appeals, completely handsfree
- Enhanced Claim Status: logging into payor portals and checking the status of a claim - saves an average of 3 minutes per claim.
- Automated Payment posting
- Automated Medical Record & Prior Authorization Validation
Investor
Jan 2024
Inscope is the first AI-native financial statement preparation platform built for accounting firms and finance teams. We automate the "messy middle"—formatting, cross-footing, tie-outs, and disclosures, so your team can turn around more engagements with fewer hours and fewer review notes.
Inscope is the ONLY GAAP financial reporting solution that does the work for you, not just provides a place to do it. Your team stops assembling documents and starts delivering advisory work.
Trusted by firms like CohnReznick, Calabrese Consulting, McDirmit Davis, and Connor Group, alongside finance teams at Intermedia, Chronosphere, Celigo, Netlify, Curri, Intercom, Miro, Vouch Insurance, Guild, Stord, and more.
2023
Board Member
Sep 2023
Lead is a fintech that also operates a state-chartered, FDIC-insured bank. We make it possible for other fintechs and crypto companies to embed compliant financial products directly into their own products.
2022
Board Member
Jul 2022
Pinwheel helps banks win primacy with user-centric solutions that deepen relationships and grow lifetime value. Pinwheels market leading digital deposit switch solution, used by the worlds leading financial institutions, delivers 2x better conversion than the industry standard, greater security, and first-of-its kind share of wallet insights to power customer engagement programs to new heights.
Show all 18 entries ↓
Investment activity
2016–2024 · 12 investments
Recent (last 2 years)Earlier
