Zachary Perret
CEO & Co-Founder @ Plaid
San Francisco, United States
Zachary Perret is a seed investor at Plaid in San Francisco focused on Software and FinTech. Zachary Perret is based out of San Francisco, California and is the CEO & Co-Founder of Plaid. Zachary Perret attended the Duke University.
- Total investments:
- 31
- Last investment:
- Lead investor:
- 0%
Last updated:
For AI agents: llms.txt
Industries Zachary Perret invests in
Stages Zachary Perret invests in
Countries Zachary Perret invests in
Round sizes
Round size
- Seed
- $2.5M–$14M
- Series A
- $12M–$30M
- Series B
- $14M–$62M
Investment Focus
Industry
- Software 13 (42%)
- FinTech 8 (26%)
- Financial Services 7 (23%)
- Finance 4 (13%)
- Payments 4 (13%)
Stage
- Seed 10 (32%)
- Series A 10 (32%)
- Series B 4 (13%)
- Angel 2 (6%)
- Pre-Seed 2 (6%)
Country
- United States 24 (77%)
- Brazil 2 (6%)
- United Kingdom 1 (3%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
Lassie
|
The AI for independent doctors. | $35M / Series A / Jun 03, 2026 | |
Comulate
|
Comulate provides AI-driven automation for accounting processes in insurance brokerage firms. Its platform manages tasks such as direct billing, cash application, carrier payables, and revenue integrity. The system extracts data from multiple sources, reconciles transactions with policy systems, and integrates with ledgers. It also identifiesdiscrepancies and generates variance reports. Comulate works with broker firms to improve efficiency in back-office financial operations. | $20M / Series B / Feb 11, 2025 | |
Garden
|
Garden assists lawyers and businesses in automating the creation of new patents and analyzing potential infringements. The company develops AI agents that manage routine tasks, enabling users to concentrate on patent strategy. | $6.8M / Seed / Aug 15, 2024 | |
UserHub
|
UserHub is a pricing tool based on users that assists SaaS firms in selling more seats. | $3.2M / Pre-Seed / Apr 24, 2024 | |
Owner
|
Owner provides a suite of tools designed to assist local restaurant owners in enhancing their sales and online visibility. The platform features solutions like mobile ordering and customer rewards, which aim to improve customer engagement. Additionally, Owner offers a free website grading tool that helps restaurants evaluate their online presenceand identify areas for improvement. These resources empower restaurant owners to optimize their marketing strategies and connect more effectively with their customers. By focusing on practical solutions, Owner supports the growth and development of local dining establishments. | $33M / Series B / Jan 02, 2024 | |
Boom
|
Boom provides financial solutions to produce credit and rent payments. Their platform allows users to pay their rent via credit or debit cards, bank transfers, and wallets, enabling users to pay rent. | $4.5M / Seed / May 31, 2023 | |
Ansa
|
Ansa allows merchants to launch digital wallets through our innovative white-label closed-loop payments platform. We want to help merchants strengthen their relationship with most loyal customers, while still optimizing unit economics. | $5.4M / Seed / Apr 26, 2023 | |
Fragment
|
Fragment develops a ledger database application programming interface platform to build finance applications. Its platform helps users to build compliant fintech apps without having to worry about infrastructure where they can embed financial features into their app, without requiring prior accounting, finance, or compliance expertise to build theledger that runs it and integrate with money moving stack.The company was founded in 2020 and is headquartered in Seattle, Washington. | $9M / Seed / Jan 05, 2023 | |
Exponential DeFi
|
Exponential DeFi platform makes it easy to discover, assess, and invest in DeFi yield opportunities. | $14M / Seed / Oct 03, 2022 | |
Goldsky
|
Goldsky empowers developers to quickly spin up realtime APIs using data stored on Ethereum and other networks. | $20.5M / Seed / Sep 12, 2022 | |
| See all 31 investments → | |||
Co-Investors
About Plaid
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.
Plaid Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Eric Sager
COO
|
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Jason Pate
Product
|
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Jennifer Taylor
President
|
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Nitya Rajendran
Business Operations Team Member
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Zachary Perret
CEO & Co-Founder
|
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FAQ
What does Zachary Perret invest in?
Zachary Perret invests primarily in Software, FinTech and Financial Services startups, most often at Seed and Series A stage. Most of the 31 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 Zachary Perret's check size?
Zachary Perret typically joins rounds of $2.5M–$14M at Seed, $12M–$30M at Series A and $14M–$62M at Series B. These ranges are 10th–90th percentile round sizes calculated from confirmed public funding rounds, so they are a realistic guide to the rounds Zachary Perret participates in.
When did Zachary Perret last invest?
The most recent investment recorded for Zachary Perret closed in Jun 2026. Shizune tracks 31 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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