# Jason Pate

> Jason Pate is a seed investor at Plaid (San Francisco) backing FinTech and Financial Services. See 5 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Plaid](https://shizune.co/investors/profile/plaid)
- Location: San Francisco, United States
- Total investments: 5
- Last investment: May 2024
- Lead investor: 0%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/pub/jason-pate/10/353/507

Jason Pate is a seed investor at Plaid in San Francisco focused on FinTech and Financial Services. Jason Pate is the Head of Corporate Strategy and Development at Plaid

## Round sizes

| Stage | Round size |
| --- | --- |
| Seed | $5.1M–$9.5M |

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| FinTech | 4 | 80% |
| Financial Services | 4 | 80% |
| Software | 3 | 60% |
| Payments | 2 | 40% |
| SaaS | 1 | 20% |

12 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Seed | 2 | 40% |
| Series A | 1 | 20% |
| Series B | 1 | 20% |
| Series C | 1 | 20% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 2 | 40% |
| Germany | 1 | 20% |
| Colombia | 1 | 20% |
| United Kingdom | 1 | 20% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Fortunafi | Fortunafi is an on-chain financial institution that delivers solutions for stablecoin issuers, protocol treasuries, and traditional entities. Our offerings include a variety of investment products, such as private and public debt funds. | $9.5M | Seed | May 29, 2024 |  |
| Codat | Codat is a London-based technology company that lets banks and fintech plug into their small businesses and the software they use, giving them seamless access to real-time customer data. Codat is building an ecosystem of connected datasets that handle the heavy lifting of integrations, leaving providers free to focus on improving their offeringsfor small businesses.Codat has over 60 clients globally, across various different industries from traditional lenders to invoice financing, insurance to cashflow forecasting. | $100M | Series C | Jun 08, 2022 |  |
| Simetrik | Simetrik is a no-code solution that offers the right balance between flexibility and robustness for the reconciliation process automation. The company's approach allows us to offer a unique solution that provides efficiency and productivity, empowering finance and operations teams, in both tech and traditional companies, to customize andmaintain end-to-end automations for a great diversity of use cases and geographies. On the other hand, our secure big data infrastructure guarantees control of operational, compliance, and reputational risks, supporting high volumes of data, which, combined with a world-class team, allows customers to implement and trust Simetrik at scale. The company is reconciling $75 Bn of TPV per year in over 28 countries and serving well-known names across the industry, including Mercado Pago, Rappi Bank, NuBank, Bancolombia, Addi, DLocal, Clara, Clip, and Banco Falabella. | $20M | Series A | Mar 24, 2022 |  |
| Monite | Monite is an AI-powered Embedded AR/AP provider – it lets SMB platforms (vSaaS, payment providers, fintechs) embed AR/invoicing, AP automation/bill pay & cashflow management into their interface in 3-5 weeks. We power dozens of platforms across US, EU, and other regions. We are backed by Valar Ventures, ThirdPrime, P72,s16,Audeo, founders of Klarna & Nium, and executives from Plaid, PayPal & Square. | $5.1M | Seed | Feb 22, 2022 |  |
| Ocrolus | Ocrolus is a document automation platform that powers the digital lending ecosystem, automating credit decisions across fintech, mortgage, and banking. The company provides document analysis infrastructure to customers like PayPal, Brex, SoFi, and Plaid, and has raised over $100 million from blue-chip fintech investors. Ocrolus enables financialservices firms to make high quality decisions with trusted data and unparalleled efficiency. | $13.5M | Series B | Aug 25, 2020 |  |

5 of 5 investments shown.

## Co-investors
- [Index Ventures](https://shizune.co/investors/profile/index-ventures) — VC Fund, 3 deals together
- [FinTech Collective](https://shizune.co/investors/profile/fintech-collective) — VC Fund, 2 deals together
- [166 2nd Financial Services](https://shizune.co/investors/profile/166-2nd-llc) — VC Fund, 1 deal together
- [365.fintech](https://shizune.co/investors/profile/365-fintech) — VC Fund, 1 deal together
- [9Yards Capital](https://shizune.co/investors/profile/9yards-capital) — VC Fund, 1 deal together
- [Amador Holdings](https://shizune.co/investors/profile/amador-holdings) — VC Fund, 1 deal together

## About Plaid

VC Fund · San Francisco, United States

Plaid is the technology platform providing the tools and access needed for the development of a fully modern, and digitally-enabled financial system. Plaid makes it easier and safer for developers — from the smallest startups to the largest financial institutions — to build innovative financial services and applications. Plaid offers beautifulconsumer experiences, developer-friendly infrastructure, and intelligence tools that give everyone the ability to build the future of financial services.Plaid was launched by William Hockey and Zach Perret in 2012 and is headquartered in San Francisco, California.

5 contacts available at Plaid.

| Name | Title | Profile |
| --- | --- | --- |
| Eric Sager | COO | https://shizune.co/investors/profile/eric-sager |
| Jason Pate | Product | https://shizune.co/investors/profile/jason-pate |
| Jennifer Taylor | President | https://shizune.co/investors/profile/jennifer-taylor-3 |
| Nitya Rajendran | Business Operations Team Member | https://shizune.co/investors/profile/nitya-rajendran |
| Zachary Perret | CEO & Co-Founder | https://shizune.co/investors/profile/zach-perret |

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## FAQ

### What does Jason Pate invest in?

Jason Pate invests primarily in FinTech, Financial Services and Software startups, most often at Seed and Series A stage. Most of the 5 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### What is Jason Pate's check size?

Jason Pate typically joins rounds of $5.1M–$9.5M at Seed. These ranges are 10th–90th percentile round sizes calculated from confirmed public funding rounds, so they are a realistic guide to the rounds Jason Pate participates in.

### When did Jason Pate last invest?

The most recent investment recorded for Jason Pate closed in May 2024. Shizune tracks 5 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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