# Joe Montana

> Joe Montana is a seed investor at Liquid 2 Ventures backing Software and Artificial Intelligence. See 73 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Liquid 2 Ventures](https://shizune.co/investors/profile/liquid2-ventures)
- Location: San Francisco, United States
- Total investments: 73
- Last investment: Jun 2026
- Lead investor: 4%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/joe-montana-505ba1132/
- X (Twitter): http://twitter.com/JoeMontana
- Website: https://x.com/JoeMontana
- Facebook: https://www.facebook.com/JoeMontana

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.

## Round sizes

| Stage | Round size |
| --- | --- |
| Seed | $2M–$6M |
| Series A | $5.3M–$64M |

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Software | 19 | 26% |
| Artificial Intelligence | 11 | 15% |
| SaaS | 8 | 11% |
| Internet | 8 | 11% |
| Mobile | 7 | 10% |

131 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Seed | 33 | 45% |
| Series A | 22 | 30% |
| Funding Round | 4 | 5% |
| Series B | 3 | 4% |
| Series C | 3 | 4% |

7 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 52 | 71% |
| Canada | 2 | 3% |
| India | 1 | 1% |
| France | 1 | 1% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Assort Health | 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 AI | 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 |  |
| Alembic | 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 | Rec Technologies is an IT firm. | $11M | Series A | Sep 17, 2025 |  |
| Adyton PBC | 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 | 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 |  |
| Patlytics | Patent discovery, analytics, comparison, and workflow. Simplified via Artificial Intelligence. | $21.1M | Series A | Feb 24, 2025 |  |
| Tako | Tako is an AI search engine that embed intelligence. | $5.8M | Seed | Oct 16, 2024 |  |
| Tako | Tako is an AI search engine that embed intelligence. | $5.8M | Seed | Oct 16, 2024 |  |
| Lotus AI | Unprecedented insights into your health data | $6M | Seed | Jun 12, 2024 |  |

10 of 73 investments shown.

## Co-investors
- [Y Combinator](https://shizune.co/investors/profile/y-combinator) — VC Fund, 11 deals together
- [SV Angel](https://shizune.co/investors/profile/sv-angel) — VC Fund, 9 deals together
- [FundersClub](https://shizune.co/investors/profile/fundersclub) — VC Fund, 7 deals together
- [True Ventures](https://shizune.co/investors/profile/true-ventures) — VC Fund, 6 deals together
- [First Round Capital](https://shizune.co/investors/profile/first-round-capital) — VC Fund, 5 deals together
- [Founders Fund](https://shizune.co/investors/profile/founders-fund) — VC Fund, 5 deals together

## About Liquid 2 Ventures

VC Fund · San Francisco, United States

Liquid2 Ventures provides technology startups with seed-stage investments and is based in San Francisco, California. The firm was founded in 2015 by Joe Montana, Mike Miller, and Michael Ma.

5 contacts available at Liquid 2 Ventures.

| Name | Title | Profile |
| --- | --- | --- |
| Benjamin Sun | Partner | https://shizune.co/investors/profile/benjamin-sun-4 |
| Elizabeth Montana-Luciano | Director of Operations | https://shizune.co/investors/profile/elizabeth-montana-luciano-7c13 |
| Joe Montana | Founder and Managing Partner | https://shizune.co/investors/profile/joe-montana |
| Matt Mulvey | Partner | https://shizune.co/investors/profile/matt-mulvey |
| Michael Ma | Partner and Founder | https://shizune.co/investors/profile/michael-ma |

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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 73 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 Joe Montana's check size?

Joe Montana typically joins rounds of $2M–$6M at Seed and $5.3M–$64M at Series A. These ranges are 10th–90th percentile round sizes calculated from confirmed public funding rounds, so they are a realistic guide to the rounds Joe Montana participates in.

### When did Joe Montana last invest?

The most recent investment recorded for Joe Montana closed in Jun 2026. Shizune tracks 73 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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