Pivot Investment Partners
VC Fund
New York, United States
Pivot Investment Partners is a team of CEO-level operating executives who have grown and transformed financial services businesses around the world. It shares deep experience in markets where information, technology, and scalable processes are critical drivers of success.It works closely with a select set of high-potential financial services andFinTech companies, investing our operating expertise and capital in their success and accelerated growth. Each of its engagements is tailored to company-specific needs, including access to broader pools of capital. All of its partnerships are underpinned by a shared passion for building distinctive, innovative, and customer-centric businesses.
- Total investments:
- 69
- Last investment:
- Lead investor:
- 23%
- Fund size:
- $62M
- Last fund:
Last updated:
For AI agents: llms.txt
Industries Pivot Investment Partners invests in
Stages Pivot Investment Partners invests in
Countries Pivot Investment Partners invests in
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Akbar Poonawala
|
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Dinkar Jetley
|
|||
Larry Klane
|
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Investment Focus
Industry
- Financial Services 18 (26%)
- FinTech 17 (25%)
- Software 11 (16%)
- Finance 9 (13%)
- SaaS 6 (9%)
Stage
- Series B 16 (23%)
- Series A 14 (20%)
- Convertible Note 7 (10%)
- Series C 5 (7%)
- Funding Round 5 (7%)
Country
- United States 27 (39%)
- United Kingdom 4 (6%)
- Canada 2 (3%)
- India 1 (1%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
|
Akbar Poonawala
Co-Founder and Managing Partner
|
Co-Founder and Managing Partner | Total investments: 9 | Find email | |
|
Dinkar Jetley
Co-Founder & Managing Partner
|
Co-Founder & Managing Partner | Total investments: 22 | Find email | |
|
Larry Klane
Co-Founder
|
Co-Founder | Total investments: 8 | Find email |
Investments
| Company | Description | Round | Links |
|---|---|---|---|
Capsa AI
|
Capsa AI helps private equity firms to take data-driven investment decisions using AI to transform due diligence process. | $18M / Series A / Jun 09, 2026 | |
Traydstream
|
Traydstream is a pioneer in Trade Finance Technology. They build software that revolutionises the inefficient and protracted methods of Trade Finance processing, facilitating smarter and safer transactions world-wide, joining the financial dots with 21st century methods. Traydstream is a cloud-based platform whose modular technology digitisesand stores Trade Finance documentation, extracting the data intelligently and, based on machine-learnt experience, validating the transaction documentation against a vast, evolvable library of Trade Rules and Compliance checks. The platform redefines and streamlines Trade Finance processing. | $11M / Venture - Series Unknown / Aug 21, 2025 | |
Docyt
|
Docyt is a real-time accounting automation platform. It uses AI and machine learning to automate financial workflows, continuously reconcile the general ledger, and generate real-time financial reports. | $12M / Series B / Aug 06, 2025 | |
OneVest
|
OneVest is a financial technology business that creates investment opportunities. The company provides a comprehensive all-in-one wealth management platform that allows organizations to expand product capabilities, improve distribution, and streamline front, middle, and back office operations. | $20M / Series B / Jan 29, 2025 | |
|
Docyt
|
Docyt is a real-time accounting automation platform. It uses AI and machine learning to automate financial workflows, continuously reconcile the general ledger, and generate real-time financial reports. | Convertible Note / Dec 03, 2024 | |
FINBOURNE Technology
|
FINBOURNE Technology was founded in December 2016 with a mission to reduce the cost of investing and increase transparency for everyone. The company has grown from seven founders to over 130 people in less than five years. Our SaaS-native solutions offer greater agility and control, designed to deliver a new standard for data management, with afaster time to market. Built as a bitemporal engine and using open APIs, LUSID® ingests and translates data across organisations’ existing operational stack and wider ecosystem. The data platform supports IBOR, ABOR, tax-lot accounting, valuation and risk workflows. While, Luminesce®, a data virtualisation engine, solves the need to find and securely gather an extended world of data in real-time, enabling deeper insights and analytics. Together, they cover a depth of critical data management processes, for start-up managers, through to global investment institutions. | $69.9M / Series B / Jun 17, 2024 | |
WayCool
|
Waycool is an agri-tech company that processes, distributes, and procures fresh produce, dairy products, and staples. The company helps increase farmers’ income, through innovative quality management and food safety technology. It leverages technology and innovation to improve logistics and distribution services. Waycool distributes farm-sourcedfruits, vegetables, and other produce to local shops and modern retail outlets. They have a retail presence, currently in Chennai, through the brand SunnyBee, operating retail stores, mobile stores on trucks, and e-commerce. In addition, there are a number of high-quality private label products that SunnyBee produces and brands through partnerships with sister companies. WayCool establishes direct links to farmers and consumers using physical and information technology to link them efficiently. | $1.7M / Series D / Jun 03, 2024 | |
Volante Technologies
|
Since 2001, Volante has been focused on addressing the challenges of financial message integration and payments on-boarding, processing and orchestration. With a broad range of over 85 financial institutions and corporates as clients in 26 countries they provide the business agility needed to be competitive and thrive in the digital payments age byquickly dealing with the complexities of change, and taking advantage of business opportunities as they arise.All Volante products are born from a heritage of payments and financial message integration, and are rich with innovative functionality as a result of best practice driven R&D over the past 16 years. This means that their products coupled with their growing and maintained library of hundreds of international and domestic message standards plugins and transformations enable projects to be completed in months not years, or weeks not months, while insulating core systems from change. | Convertible Note / Jan 12, 2024 | |
|
Traydstream
|
Traydstream is a pioneer in Trade Finance Technology. They build software that revolutionises the inefficient and protracted methods of Trade Finance processing, facilitating smarter and safer transactions world-wide, joining the financial dots with 21st century methods. Traydstream is a cloud-based platform whose modular technology digitisesand stores Trade Finance documentation, extracting the data intelligently and, based on machine-learnt experience, validating the transaction documentation against a vast, evolvable library of Trade Rules and Compliance checks. The platform redefines and streamlines Trade Finance processing. | $21M / Series B / Sep 21, 2023 | |
|
OneVest
|
OneVest is a financial technology business that creates investment opportunities. The company provides a comprehensive all-in-one wealth management platform that allows organizations to expand product capabilities, improve distribution, and streamline front, middle, and back office operations. | $12.8M / Series A / Jun 13, 2023 | |
| See all 69 investments → | |||
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FAQ
What does Pivot Investment Partners invest in?
Pivot Investment Partners invests primarily in Financial Services, FinTech and Software startups, most often at Series B and Series A stage. Most of the 69 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Pivot Investment Partners?
Public channels for Pivot Investment Partners include LinkedIn and the website linked on this profile. 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.
Who are the partners at Pivot Investment Partners?
The team at Pivot Investment Partners includes Akbar Poonawala (Co-Founder and Managing Partner), Dinkar Jetley (Co-Founder & Managing Partner) and Larry Klane (Co-Founder). The Team section lists each member with their title, investment count and links.
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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