Joe Montana
Founder and Managing Partner @ Liquid 2 Ventures
San Francisco, United States
Joe Montana is a seed investor at Liquid 2 Ventures in San Francisco focused on Software and Artificial Intelligence. Joe Montana is the Founder and Managing Partner at Liquid 2 Ventures. He attended the University of Notre Dame.
- Total investments:
- 78
- Last investment:
- Lead investor:
- 5%
Last updated:
For AI agents: llms.txt
Industries Joe Montana invests in
Stages Joe Montana invests in
Countries Joe Montana invests in
Round sizes
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
| Socials |
Round size
- Seed
- $2M–$6M
- Series A
- $5.3M–$75M
- Series B
- $15M–$145M
Investment Focus
Industry
- Software 21 (27%)
- Artificial Intelligence 12 (15%)
- SaaS 9 (12%)
- Internet 8 (10%)
- Mobile 7 (9%)
Stage
- Seed 33 (42%)
- Series A 23 (29%)
- Series B 3 (4%)
- Series C 3 (4%)
- Funding Round 3 (4%)
Country
- United States 53 (68%)
- Canada 2 (3%)
- India 1 (1%)
- France 1 (1%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Assort Health is building healthcare that remembers.From call center automation and form intake to referrals, document processing, outreach, and payments, we manage the entire patient journey for providers. Our platform is the most widely used AI agents platform for the patient journey, built on 180 million specialty patient interactions and amodel that handles the complexity general-purpose AI can’t.Healthcare organizations see a 5% lift in appointment volume, a 115% increase in labor capacity, and a 4.3 out of 5 patient satisfaction score.With over $222M raised from Menlo Ventures, Lightspeed, First Round Capital, Apolo Ohno, and Joe Montana, Assort is becoming the standard for how providers use AI to transform the patient journey.Learn more at assorthealth.com | $120M / Series C / Jun 24, 2026 | ||
| Maxima is the first agentic AI platform for enterprise accounting to deliver SOX-compliant, real-time close. From journal entries and reconciliations to variance analysis, Maxima automates the most manual and error-prone tasks across record-to-report operations.Already deployed at leading enterprises including Rippling, Scale AI, SpotOn, and BiltRewards, Maxima processes millions of complex transactions with over 90% automation, 100% accuracy, and close cycles reduced by up to 80%.Our team brings together top fintech engineers from Robinhood, Bolt, X.ai, and Facebook with former accountants and auditors from EY, BlackLine, and FloQast to solve a decades-old problem with agent prepared, human reviewed accounting | $30M / Series A / Nov 18, 2025 | ||
| With Alembic you will discover audience-first, cross-brand insights that provide you: Predictive forecasting Media and brand valuation Augmented analytics Correlation analysis | $145M / Series B / Nov 13, 2025 | ||
| Rec Technologies is an IT firm. | $11M / Series A / Sep 17, 2025 | ||
| Experience the brilliance of getting the basics right with AOK. The Adyton Operations Kit is secure mobile software for mission-critical work. AOK is built for the warfighter in mind, allowing secure access on-the-go, while also generating data for the enterprise. | $12.8M / Venture - Series Unknown / May 08, 2025 | ||
| BuildOps enables subcontractors to run their entire business on one software solution that manages their invoicing & billing, scheduling, estimates, proposals, payments, workflows, custom forms, financial reporting, and more. Our industry leading cloud-based solution allows you to improve your operations and efficiency, driving profitabilitythrough best-in-class technology. BuildOps has been uniquely designed and built by a team of subcontractors & world-class engineers. www.buildops.com | $127M / Series C / Mar 21, 2025 | ||
| Patent discovery, analytics, comparison, and workflow. Simplified via Artificial Intelligence. | $21.1M / Series A / Feb 24, 2025 | ||
| Tako is an AI search engine that embed intelligence. | $5.8M / Seed / Oct 16, 2024 | ||
| Unprecedented insights into your health data | $6M / Seed / Jun 12, 2024 | ||
| Patent discovery, analytics, comparison, and workflow. Simplified via Artificial Intelligence. | $4.5M / Seed / Apr 11, 2024 | ||
| See all 78 investments → | |||
Co-Investors
About Liquid 2 Ventures
Liquid 2 Ventures is a venture capital firm that invests in early-stage startups, primarily at the pre-seed and seed stages. It provides capital, founder guidance, operational support, and access to a network of entrepreneurs, investors, and industry contacts.
Liquid 2 Ventures Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Benjamin Sun
Partner
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Elizabeth Montana-Luciano
Director of Operations
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Joe Montana
Founder and Managing Partner
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Matt Mulvey
Partner
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Michael Ma
Partner and Founder
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FAQ
What does Joe Montana invest in?
Joe Montana invests primarily in Software, Artificial Intelligence and SaaS startups, most often at Seed and Series A stage. Most of the 78 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
What round sizes does Joe Montana invest in?
Joe Montana typically joins rounds of $2M–$6M at Seed, $5.3M–$75M at Series A and $15M–$145M at Series B. These are whole funding-round sizes, not Joe Montana's own check, which is rarely disclosed: the 10th–90th percentile of the confirmed public funding rounds Joe Montana took part in.
How do I contact Joe Montana?
Public channels for Joe Montana include LinkedIn, X (Twitter) and Facebook. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
When did Joe Montana last invest?
The most recent investment recorded for Joe Montana closed in Jun 2026. Shizune tracks 78 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 Nov 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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