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F·Prime Capital
Monitoring Digest
Vol. 2026 · May 19, 2026
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Prepared for
Sarah Lamont
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08 companies worth re-engaging, ranked by signal strength and contact recency.
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01
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MONITORING
Tagged Aug 05, 2025 · 293 days as monitoring
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The main product is an automated platform for managing global sales tax compliance, which includes features such as nexus studies, accurate tax calculations, and streamlined filing processes. It utilizes integrations with various billing and accounting systems to ensure precise product tax code mapping and facilitate state registrations. |
Funding (Harmonic) Latest round: Series A · $9M · Feb 2026. $9M raised · 1 round. |
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Data signals
| Funding Series A · $9M · Feb 26, 2026 Harmonic · Feb 26, 2026 Total raised: $9M across 1 round. |
| | Customer win Website · Mar 17, 2026 · date from hidden page metadata Taxwire resolved a critical tax compliance emergency for luxury e-commerce company Italic, recovering $200K in overpayments and restoring compliance across 20+ jurisdictions in under 3 weeks after the client switched tax vendors. |
| | Customer win Website · Mar 17, 2026 · date from hidden page metadata Levanta, an affiliate platform powering Amazon sellers with $286M annualized GMV, switched from Avalara to Taxwire for automated sales tax compliance management. Taxwire recovered $13K+ in overpaid taxes and implemented customer-approved controls over all filings. |
| | Customer win Website · Mar 17, 2026 · date from hidden page metadata Pulley, an equity management platform, selected Taxwire to build a scalable sales tax process and modern tax engine. The engagement included a full nexus audit, state-by-state compliance roadmap, and helped Pulley achieve full compliance within 90 days ahead of a February go-live date. |
| | Headcount Headcount up 16.7% in 30 days (+3 hires, now 21) Harmonic · Apr 29, 2026 Taxwire grew headcount from 18 to 21 in the last 30 days (16.7% growth). |
| + 1 more signal in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke Taxwire closed a $9M Series A on February 26, 2026, providing fresh capital to scale its automated sales tax compliance platform. With last contact 127 days ago, this funding milestone offers a timely checkpoint to understand how the company is prioritizing product expansion, geographic coverage, or customer acquisition. |
Outreach contacts Andrew Rea Co-Founder / CEO | Steven Schmatz Co-Founder / CTO | Aasim Sani Founding Team |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Taxwire” 134 days ago · Jan 12, 2026 |
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Sources
Website signals cited inline above.
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02
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MONITORING
Tagged Sep 29, 2025 · 238 days as monitoring
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Gradient Labs provides an AI agent specifically designed for customer support in the financial services sector, capable of managing complex inquiries while ensuring compliance and operational efficiency. The technology utilizes multi-model AI, automated quality assurance, and enterprise-grade security to enhance service quality and customer satisfaction. |
Funding (Harmonic) Latest round: Series A · $12.9M · Jul 2025. $16.6M raised · 2 rounds. |
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Data signals
| Customer win Website · May 12, 2026 · date from page metadata SteadyPay, an FCA-authorised embedded lending provider, deployed Gradient Labs' Lending Agent for outbound collections across 72,000+ active borrowers, making 33,000 outbound AI calls monthly with 60% conversion to committed repayment dates. |
| | Customer win Website · May 25, 2026 · date from hidden page metadata Gradient Labs' AI voice agent was deployed by SteadyPay to scale outbound collections calls to 33,000 per month with a 60% success rate after identity verification. The deployment achieved a 20% increase in customer reactivation as cold customers became engaged after receiving AI-powered outreach. |
| | Customer win Website · May 25, 2026 · date from hidden page metadata Gradient Labs' AI agent 'Alex' was deployed at Zego, a UK-based insurance company with 150,000 active customers, to handle 24/7 customer support across live chat and email. The deployment achieved 25% reduction in call volumes, increased CSAT from 61% to 77%, and improved AI resolution rates from 41% to 60% within two months. |
| | Customer win Website · May 25, 2026 · date from hidden page metadata Gradient Labs' AI agent was deployed at Plum, a 2 million user financial app operating in 10 markets. The deployment achieved 98.6% quality assurance score and 52% day-one resolution rate, with setup completed in 30 minutes. |
| | Product launch Website · May 19, 2026 · date from page metadata Gradient Labs released a voice agent specifically designed for customer support in financial services, featuring natural language processing, compliance guardrails, and integration with back-office systems. The product is positioned as the first voice agent built specifically for the financial services industry with real-time reasoning capabilities. |
| + 13 more signals in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke Gradient Labs launched its Lending Agent covering the full borrower lifecycle from pre-application through collections, now processing over 100,000 calls monthly while matching human recovery rates—a meaningful expansion of its compliance-enabled customer support platform beyond general inquiries. Last contact was 97 days ago. |
Outreach contacts Dimitri Masin Co-Founder & CEO | Danai Antoniou Chief Scientist | Neal Lathia Co-Founder & CTO |
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Last contact
| ✉ | Email from Marie-Christine Razaire “RE: [EXTERNAL] Intro: Dimitri (Gradient Labs) <> MC (Northwestern Mutual)” 104 days ago · Feb 11, 2026 |
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Sources
Website signals cited inline above.
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03
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MONITORING
Tagged Jan 09, 2026 · 136 days as monitoring
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The main product automates financial operations for compute providers, enhancing processes such as quoting, billing, and payments within the compute economy. It employs technologies that convert physical capacity into tradeable units, ensuring accurate metering and billing that aligns with actual power usage, while facilitating advanced financial features like resource reservation and insurance. |
Funding (Harmonic) Latest round: Seed · $4.5M · Dec 2025. $4.5M raised · 1 round. |
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Data signals
| Product launch Website · May 11, 2026 · date from page metadata Internet Backyard launched the Compute Market Index, a factor model regression tool tracking $/GPU-hr prices across cloud providers. The index includes live pricing data, provider dispersion analysis, and a scenario sandbox for compute price negotiation modeling based on 53,038 listings with 0.614 R² model fit. |
| + 1 more signal in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Outreach contacts Mai Trinh Co-founder/CEO | Gabriel Ravacci Co-Founder |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Internet Backyard” 62 days ago · Mar 25, 2026 |
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Sources
Website signals cited inline above.
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04
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MONITORING
Tagged Mar 16, 2026 · 70 days as monitoring
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The main product is an AI platform specifically designed for the insurance industry, which automates servicing tasks and streamlines sales processes through a modular architecture. It utilizes generative AI for document analysis and customer inquiry automation, while also integrating with existing operational tools to enhance efficiency. |
Funding (Harmonic) Latest round: Seed · $8M · Mar 2026. $8M raised · 1 round. |
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Data signals
| Partnership Website · Apr 29, 2026 · date from page metadata Cara announced a new native integration with AgencyZoom powered by Vertafore, enabling two-way data synchronization across accounts, policies, notes, and tasks for insurance agencies and brokerages. Enterprise customers also gain access to deeper workflow customization and custom data syncing capabilities. |
| | Customer win Website · Apr 30, 2026 · date from hidden page metadata Keslar Insurance Agency, a $10M+ premium independent agency in New Hampshire, integrated Cara's AI platform into daily operations to automate coverage analysis, policy comparisons, contract reviews, and claims evaluation. The partnership enabled the agency to scale from $10M to larger commercial accounts without adding headcount while reducing policy analysis turnaround from days to 5-10 minutes. |
| | Customer win Website · Apr 30, 2026 · date from hidden page metadata HH Insurance, a fast-growing independent P&C agency founded in 2018 with ~70 onshore employees, adopted Cara's AI platform to automate E&O checks, ACORD form generation, email drafting, and coverage lookups across commercial operations. The partnership enabled HH to reduce senior staff review overhead and empower less experienced team members. |
| | Customer win Website · Apr 29, 2026 · date from page metadata Cara announced a partnership with Combined Agents of America (CAA), featuring the company in CAA's Partner Spotlight. The partnership highlights Cara's platform being adopted to help independent insurance agencies simplify operations and boost productivity. |
| | Partnership Website · Apr 29, 2026 · date from page metadata Cara has joined the Agents Council for Technology (ACT), a program of the Independent Insurance Agents & Brokers of America. This partnership positions Cara within a community of innovative leaders collaborating on industry technology issues for the independent agency channel. |
| + 2 more signals in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke Cara launched a native integration with AgencyZoom that enables bidirectional data synchronization across core insurance operating data, expanding the platform's ability to embed itself into existing agency workflows. Last contact was 75 days ago. |
Outreach contacts Vic Yeh Co-founder & CEO | Jon P. Co-Founder & COO | Nikhil Kansal Co-Founder & CTO |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Cara” 82 days ago · Mar 05, 2026 |
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Sources
Website signals cited inline above.
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05
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MONITORING
Tagged Mar 29, 2026 · 57 days as monitoring
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Grow your premium while improving your loss ratio. Soteris introduces a new way to unlock P&C growth and profitability - delivering real time, policy-level clarity on how to expand profitably, price with precision, and protect margin in any market condition. |
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Data signals
| Customer win Website · Apr 29, 2026 A leading regional auto insurer deployed Soteris Precision AI platform in Dallas market, achieving 2.9x new business volume growth with a 3-point loss ratio improvement following a 10% rate reduction. The insurer subsequently expanded deployment to Houston market. |
| | Customer win Website · May 05, 2026 · date from hidden page metadata A non-standard auto insurer founded in 2018 completed full implementation of Soteris' Precision AI solution in late 2023, following a successful proof of concept in Q1 2023. The implementation delivered a 14-point improvement in ultimate new business loss ratio within 6 months. |
| + 1 more signal in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke A leading regional auto insurer deployed Soteris's platform in Dallas and achieved 2.9x new business growth alongside a 3-point loss ratio improvement even after a 10% rate cut, then expanded to Houston. Last contact was 51 days ago. |
Outreach contacts |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Soteris” 58 days ago · Mar 29, 2026 |
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Sources
Website signals cited inline above.
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06
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MONITORING
Tagged Mar 16, 2026 · 70 days as monitoring
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The product is a platform designed to centralize communication and documentation for property insurance claims, transforming disparate emails and documents into a cohesive claim record. It employs AI technologies for workflow automation, risk detection, and tailored suggestions to improve operational efficiency. |
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Data signals
| Product launch Website · Apr 07, 2026 Finch Claims released a new estimate diffing product feature that enables users to upload and compare two insurance estimates side-by-side, with AI-powered capabilities to regroup line items, adjust categories, and run scenario analysis through natural language chat. |
| | Product launch Website · May 20, 2026 · date from page metadata Finch Claims released a new product feature called 'Single Customer View' designed to centralize communication and documentation for property insurance claims. The platform automatically classifies emails, attachments, and contacts to structure claim data and build pre-populated claim files with contact networks, communication threads, and milestone tracking. |
| + 3 more signals in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke Finch Claims released an estimate diffing feature on April 7 that lets users compare insurance estimates side-by-side with AI-powered line item analysis and scenario modeling—a concrete expansion of their claims documentation platform. Your last contact was 75 days ago. |
Outreach contacts |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Finch” 82 days ago · Mar 05, 2026 |
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Sources
Website signals cited inline above.
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07
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MONITORING
Tagged Mar 16, 2026 · 70 days as monitoring
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Ownera provides digital infrastructure solutions designed to enhance capital markets by enabling seamless interoperability for trading tokenized assets through its FinP2P protocol. This technology facilitates plug-and-play connectivity across various blockchains and legacy systems, allowing financial institutions to operate efficiently and scale their digital finance strategies. |
Funding (Harmonic) Latest round: Series A · $20M · Sep 2022. $21.2M raised · 2 rounds. |
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Data signals
| Partnership Website · Mar 26, 2026 · date from page metadata ZeroBeta announced that three applications from its BlueShift platform (Portfolio Manager, Borrowing & Lending, and Staking) are now available on Ownera's SuperApps Platform, bringing institutional-grade risk analytics and collateral management to tokenized workflows. |
| | Partnership Website · May 19, 2026 · date from page metadata Ownera announced a partnership with Intain, a digital structured finance pioneer, to integrate Intain's asset-backed finance infrastructure onto Ownera's SuperApps Platform for institutional tokenized markets. |
| | Customer win Website · Apr 14, 2026 · date from page metadata Munivestor, Inc. integrated with Ownera's SuperApps Platform, enabling municipalities on Munivestor's marketplace direct access to a global network of institutional investors for municipal bond issuance and capital access. |
| + 3 more signals in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke Ownera's SuperApps Platform now hosts three institutional-grade applications from ZeroBeta's BlueShift suite, expanding the protocol's utility for risk analytics and collateral management in tokenized workflows. Last contact was 42 days ago. |
Outreach contacts Ami Ben-David Co-Founder & CEO | Josef Holm Co-Founder | Yuval Carmel Co-Founder, CTO |
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Last contact
| ✉ | Email from Cosmina Todoran “********” 49 days ago · Apr 07, 2026 |
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Sources
Website signals cited inline above.
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08
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MONITORING
Tagged Mar 16, 2026 · 70 days as monitoring
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American Operator focuses on acquiring small businesses from retiring owners and facilitating their transition to new operators through an "operate-to-own" model, allowing these operators to gradually gain majority ownership. The company provides financial backing and operational support to ensure effective management and community integration. |
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Data signals
| Headcount Headcount up 20.0% in 30 days (+6 hires, now 36) Harmonic · Apr 29, 2026 American Operator grew headcount from 30 to 36 in the last 30 days (20.0% growth). |
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Website source checked May 26, 2026.
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Outreach contacts |
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Last contact
| ✉ | Email from Aneesh Varma “Re: Aneesh (ARGO) <> Jackie (American Operator)” 40 days ago · Apr 16, 2026 |
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Sources
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Colophon
Sources: Affinity (canonical universe & contact recency), Harmonic (funding & people), classified web pages (product & customer signals).
Signals are gated at 0.7 confidence for digest inclusion. Companies contacted in the last 7 days are suppressed.
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