Pivot Investment Partners

North America, New York, United States, New York

Description

We are an early Growth Equity investment firm focused on transformative financial technology companies.

Investor Profile

Pivot Investment Partners has made 59 investments, with 2 in the past 12 months and 19% as lead.

Stage Focus

Series B (27%)
Series A (20%)
Series Unknown (14%)
Convertible Note (10%)
Series C (8%)
Seed (5%)
Series E (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
Lending
Insurtech
Asset Management
Artificial Intelligence (Ai)

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

Anthemis

Europe, England, United Kingdom, London

Co-Investments: 4

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

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?

Timothy Staley

North America, Pennsylvania, United States, West Chester

Shared Deals: 2

Todd McDonald

North America, Virginia, United States, Ashburn

Shared Deals: 1

Joseph DePaulo

North America, Pennsylvania, United States, Philadelphia

Shared Deals: 2

Alec Petro

North America, Massachusetts, United States, Boston

Shared Deals: 1

Philippe Suchet

North America, California, United States, San Francisco

Shared Deals: 1

Mark Lodish

North America, New York, United States, New York

Shared Deals: 1

Larry RosenBerger

North America, California, United States, San Quentin

Shared Deals: 2

Jere Doyle

North America, Massachusetts, United States, Boston

Shared Deals: 1

Paul Veradittakit

North America, California, United States, San Francisco

Shared Deals: 1

Mark Lefanowicz

North America, California, United States, San Francisco

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

Pivot Investment Partners

Description

Investor Profile

Stage Focus

Country Focus

Industry Focus

Frequently Asked Questions

Who does Pivot Investment Partners frequently co-invest with?

Which angels does Pivot Investment Partners often collaborate with?

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

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