# Joe Proto

> Joe Proto is a seed investor at Transactis (New York) backing SaaS and FinTech. See 5 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Transactis](https://shizune.co/investors/profile/transactis)
- Location: New York, United States
- Total investments: 5
- Last investment: Aug 2021
- Lead investor: 0%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/pub/joe-proto/3/7ba/bb2

Joe Proto is a seed investor at Transactis in New York focused on SaaS and FinTech. Joe Proto is Chairman and CEO of Transactis, part of his three decades in the billing and payments industry as a senior executive and successful entrepreneur. Prior to Transactis, he launched REMITCO, a payments company acquired in 2000 by First Data, as well as Financial Telesis (CashFlex) which was acquired in 1992 by CoreStates, now part ofWells Fargo. Joe co-founded Windham Ventures (an innovation leader in healthcare and med tech), and is a limited partner at Metamorphic Ventures (digital media and e-commerce) and ff Venture Capital (technology). Joe is Chairman of SpendSmart Payments Company (SSPC: OTC) a fast growing mobile loyalty platform with 3.5 million digital subscribers. Joe is a member of various financial services organizations including the Association for Financial Professionals (AFP), he is Co-Chair of the Consumer Payments Advisory Committee of the Payments Innovation Council as well as serving on the Board of Advisors at the National Automated Clearinghouse Association (NACHA), and is a frequent speaker at conferences in the financial technology industry.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| SaaS | 2 | 40% |
| FinTech | 2 | 40% |
| Payments | 2 | 40% |
| B2B | 1 | 20% |
| Banking | 1 | 20% |

12 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Seed | 2 | 40% |
| Series B | 1 | 20% |
| Funding Round | 1 | 20% |
| Venture - Series Unknown | 1 | 20% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Finexio | Finexio is a smart B2B payment network. The Finexio network eliminates commercial paper check spend by identifying and routing payments through a unique “network of closed loop networks”. Payments on the Finexio rails are seamlessly pushed into a supplier’s bank accounts at fees substantially lower than prevailing commercial payment costs.Finexio integrates into large payment aggregators, accounts payable automation, and procurement software platforms to enable them with a more efficient payment modality. | $8M | Venture - Series Unknown | Aug 25, 2021 |  |
| Kinema | Kinema is building the world's largest network of alternative theaters - enabling organizers across the world to host unique events in-person and online. | $2M | Seed | May 01, 2021 |  |
| Monit | Monit is an award-winning financial intelligence platform for leading financial institutions who want to provide business customers with embedded ‘digital CFO’ tools and enhanced analytics/targeting capabilities for bankers and marketing teams. The two-sided platform includes highly desirable SMB features (cashflow forecasting, industrybenchmarking, business valuation, etc.) as well as data-driven relationship deepening tools and insights for bankers. Built by a team of former bankers, Monit’s mission to help banks and credit unions win in the increasingly competitive SMB market. Monit is headquartered in Boston, MA with a fully US-based team. The company is privately funded with investment from TTV Capital, JAM FINTOP, Runway Venture Partners, Correlation Ventures, and bank partners. Optional: Learn more at http://www.MonitApp.io and engage with Monit on LinkedIn or Twitter. | $5.2M | Seed | Apr 13, 2021 |  |
| Finexio | Finexio is a smart B2B payment network. The Finexio network eliminates commercial paper check spend by identifying and routing payments through a unique “network of closed loop networks”. Payments on the Finexio rails are seamlessly pushed into a supplier’s bank accounts at fees substantially lower than prevailing commercial payment costs.Finexio integrates into large payment aggregators, accounts payable automation, and procurement software platforms to enable them with a more efficient payment modality. | $23M | Series B | Oct 14, 2020 |  |
| Transactis | Transactis transforms traditional paper billing and payment processing by enabling businesses of all sizes to replace paper bills, statements, invoices, payments and documents with more efficient digital alternatives.Transactis goes to market exclusively with resellers—financial institutions, technology companies, printers and business processoutsourcers—to provide their customers with secure, configurable, white-label, industry-leading SaaS solutions. More than a technology provider to resellers, Transactis is a full-service business partner, delivering a broad and deep suite of sales, marketing, technical and operational support, empowering resellers to more successfully serve their clients.Transactis meets the strictest regulatory and compliance requirements including HIPAA, SSAE 16, PCI Level 1, and SOC 2. Transactis’ investors include ff Venture Capital, MacAndrews & Forbes, Metamorphic Ventures, Safeguard Scientifics, StarVest Partners, Capital One, Fifth Third Bank, PNC, TD Bank and Wells Fargo. | $3.5M |  | Jan 01, 2008 |  |

5 of 5 investments shown.

## Co-investors
- [Patriot Financial Partners](https://shizune.co/investors/profile/patriot-financial-partners) — VC Fund, 2 deals together
- [Advection Growth Capital](https://shizune.co/investors/profile/advection-growth-capital) — VC Fund, 1 deal together
- [Alpine Meridian](https://shizune.co/investors/profile/alpine-meridian) — VC Fund, 1 deal together
- [Correlation Ventures](https://shizune.co/investors/profile/correlation-ventures) — VC Fund, 1 deal together
- [Florida Funders](https://shizune.co/investors/profile/florida-funders) — VC Fund, 1 deal together
- [Galaxy Digital](https://shizune.co/investors/profile/galaxy-digital-lp) — VC Fund, 1 deal together

## About Transactis

VC Fund · New York, United States

Transactis transforms traditional paper billing and payment processing by enabling businesses of all sizes to replace paper bills, statements, invoices, payments and documents with more efficient digital alternatives.Transactis goes to market exclusively with resellers—financial institutions, technology companies, printers and business processoutsourcers—to provide their customers with secure, configurable, white-label, industry-leading SaaS solutions. More than a technology provider to resellers, Transactis is a full-service business partner, delivering a broad and deep suite of sales, marketing, technical and operational support, empowering resellers to more successfully serve their clients.Transactis meets the strictest regulatory and compliance requirements including HIPAA, SSAE 16, PCI Level 1, and SOC 2. Transactis’ investors include ff Venture Capital, MacAndrews & Forbes, Metamorphic Ventures, Safeguard Scientifics, StarVest Partners, Capital One, Fifth Third Bank, PNC, TD Bank and Wells Fargo.

5 contacts available at Transactis.

| Name | Title | Profile |
| --- | --- | --- |
| Joe Proto | Chief Executive Officer & Chairman | https://shizune.co/investors/profile/joe-proto |
| Annamaria Malara | Chief Financial Officer | https://shizune.co/investors/profile/annamaria-malara |
| Bill Morrison | Chief Product Officer | https://shizune.co/investors/profile/bill-morrison-1f01 |
| Bil Manes | Chief Strategy Officer | https://shizune.co/investors/profile/bil-manes |
| James Fornari | Chief Legal Officer | https://shizune.co/investors/profile/james-fornari |

## Similar investors

### Similar stage
- [Antler](https://shizune.co/investors/profile/antler-be9c) — VC Fund
- [Alumni Ventures](https://shizune.co/investors/profile/alumni-ventures-group) — VC Fund
- [Right Side Capital Management](https://shizune.co/investors/profile/right-side-capital-management) — VC Fund

## FAQ

### What does Joe Proto invest in?

Joe Proto invests primarily in SaaS, FinTech and Payments startups, most often at Seed and Series B 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.

### When did Joe Proto last invest?

The most recent investment recorded for Joe Proto closed in Aug 2021. 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.

# About Shizune
Shizune.co is an investor database. Core features:
- 48,091 startup investors (angels, VCs, accelerators, and others)
- Email, phone, LinkedIn (for intros), socials, and other contact data
- Updated daily from public funding news
- CSV and Excel export

The User can access the full database FOR FREE after signing up: shizune.co