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Pivot Investment Partners

North America, New York, United States, New York

Description

Pivot Investment Partners is a New York-based early growth equity firm established in 2016, dedicated to investing in transformative financial technology companies. The firm distinguishes itself by focusing on businesses poised for significant market leadership within the rapidly evolving FinTech landscape. Their investment philosophy centers on partnering with exceptional management teams, leveraging the deep operating and investing experience of their own team, which boasts a strong track record of building and scaling businesses globally.

The firm's investment scope is broad within the FinTech ecosystem, encompassing critical sectors such as payments, lending, capital markets, wealth management, insurance, and enterprise software solutions. This comprehensive approach allows Pivot Investment Partners to identify and support innovations across the entire financial services value chain. Their strategic involvement extends beyond capital provision, offering operational guidance and industry insights to help their portfolio companies achieve sustainable growth and market dominance.

Pivot Investment Partners has demonstrated substantial fundraising success, reflecting investor confidence in their strategy and team. They successfully closed their first fund, Pivot Investment Partners Fund I, L.P., at $250 million in 2017. Building on this momentum, they subsequently closed Pivot Investment Partners Fund II, L.P. at its hard cap of $500 million in 2021, significantly expanding their capacity for new investments. The firm typically deploys initial investments ranging from $20 million to $50 million, with a clear capacity and willingness to provide additional capital for follow-on rounds as their portfolio companies scale.

Their impressive portfolio includes a roster of well-known and impactful FinTech companies such as Acorns, Addepar, Cross River, Flywire, and Marqeta, alongside successful exits like Kabbage, Kensho, and Quovo. This track record underscores Pivot's ability to identify promising ventures and contribute to their growth into market leaders, solidifying their position as a key player in the FinTech investment space.

Investor Profile

Pivot Investment Partners has backed more than 59 startups, with 2 new investments in the last 12 months alone. The firm has led 11 rounds, about 19% of its total and boasts 11 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Series B, Series A, Series Unknown rounds (top funding stages).
  • Majority of deals are located in United States, Canada, United Kingdom.
  • Strong thematic focus on FinTech, Financial Services, Finance.
  • Typical check size: $20M – $50M.

Stage Focus

  • Series B (27%)
  • Series A (20%)
  • Series Unknown (14%)
  • Convertible Note (10%)
  • Series C (8%)
  • Series E (5%)
  • Seed (5%)
  • Series D (3%)
  • Secondary Market (3%)
  • Series F (2%)

Country Focus

  • United States (90%)
  • Canada (5%)
  • United Kingdom (5%)

Industry Focus

  • Fintech
  • Financial Services
  • Finance
  • Software
  • Saas
  • Information Technology
  • Asset Management
  • Lending
  • Artificial Intelligence (Ai)
  • Insurtech
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Pivot Investment Partners frequently co-invest with?

Bain Capital Ventures
North America, California, United States, San Francisco
Co-Investments: 5
DRW Venture Capital
North America, Illinois, United States, Chicago
Co-Investments: 4
Credit Suisse
North America, North Carolina, United States, Morrisville
Co-Investments: 5
Wells Fargo
North America, California, United States, San Francisco
Co-Investments: 5
JP Morgan Chase
North America, New York, United States, New York
Co-Investments: 4
Nyca Partners
North America, New York, United States, New York
Co-Investments: 5
JP Morgan
North America, New York, United States, New York
Co-Investments: 4
Fenway Summer Ventures
North America, District of Columbia, United States, Washington
Co-Investments: 8
SenaHill Partners
North America, New York, United States, New York
Co-Investments: 5
BNY
North America, New York, United States, New York
Co-Investments: 4

Which angels does Pivot Investment Partners often collaborate with?

TS
North America, Pennsylvania, United States, West Chester
Shared Deals: 2
WC
North America, New York, United States, Manhattan
Shared Deals: 1
DS
North America, United States
Shared Deals: 1
JD
North America, Pennsylvania, United States, Philadelphia
Shared Deals: 2
AP
North America, Massachusetts, United States, Boston
Shared Deals: 1
ML
North America, New York, United States, New York
Shared Deals: 1
Daniel Gross
North America, California, United States, San Francisco
Shared Deals: 1
JS
North America, California, United States, San Francisco
Shared Deals: 1
LR
North America, California, United States, San Quentin
Shared Deals: 2
JD
North America, Massachusetts, United States, Boston
Shared Deals: 1

What are some of recent deals done by Pivot Investment Partners?

OneVest

Calgary, Alberta, Canada

OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.

Financial ServicesFinTechWealth Management
Series BJan 29, 2025
Amount Raised: $20,000,000
Docyt

Santa Clara, California, United States

Docyt is a real-time accounting automation platform.

AccountingArtificial Intelligence (AI)Machine LearningMobile
Convertible NoteDec 3, 2024
Traydstream

London, England, United Kingdom

Traydstream automates the most critical aspects of converting, checking and managing trade finance documents.

Artificial Intelligence (AI)Cloud Data ServicesDocument ManagementFinanceFinancial ServicesFinTechMachine LearningSaaSSoftwareTrading Platform
Series BSep 21, 2023
Amount Raised: $21,000,000
OneVest

Calgary, Alberta, Canada

OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.

Financial ServicesFinTechWealth Management
Series AJun 13, 2023
Amount Raised: $12,767,603
OpenFin

New York, New York, United States

OpenFin provides financial institutions with a unified workspace and developer platform built for productivity.

FinanceFinancial ServicesFinTechOperating Systems
Series DMay 24, 2023
Amount Raised: $35,000,000
Droit

New York, New York, United States

Droit is a technology firm that offers a platform focused on computational law and regulation within finance and other domains.

ComplianceFinanceInformation TechnologyProductivity Tools
Series BMar 7, 2023
Amount Raised: $23,000,000
Trovata

San Diego, California, United States

Trovata makes it easy for businesses to automate cash reporting, forecasting, and analysis through direct API connections to most banks.

Enterprise SoftwareFinancial ServicesFinTechSoftware
Series BJun 7, 2022
Amount Raised: $27,000,000
iCapital Network

New York, New York, United States

iCapital Network is a fintech platform for alternative investments and investors.

Asset ManagementBankingFinancial ServicesFinTech
Series UnknownDec 23, 2021
Amount Raised: $50,000,000
H2O.ai

Mountain View, California, United States

H2O.ai is a machine learning platform that builds smart applications.

AnalyticsArtificial Intelligence (AI)Machine LearningSoftware
Series ENov 7, 2021
Amount Raised: $100,000,000
iCapital Network

New York, New York, United States

iCapital Network is a fintech platform for alternative investments and investors.

Asset ManagementBankingFinancial ServicesFinTech
Series CJul 27, 2021
Amount Raised: $440,000,000