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F·Prime Capital
Monitoring Digest
Vol. 2026 · May 26, 2026
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Prepared for
Sarah Lamont
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11 companies worth re-engaging, ranked by signal strength and contact recency.
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01
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MONITORING
Tagged Mar 31, 2026 · 62 days as monitoring
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Funding (Harmonic) Latest round: Seed · $9.2M · May 2026. $9.2M raised · 1 round. |
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Data signals
| Funding Seed · $9.2M · May 01, 2026 Harmonic · May 01, 2026 Total raised: $9.2M across 1 round. |
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Website source checked May 26, 2026.
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Outreach contacts |
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Last contact
| ✉ | Email from Michael Lee “Re: Boston-based F-Prime and Twelve intro” 230 days ago · Oct 15, 2025 |
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Sources
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02
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MONITORING
Tagged Mar 31, 2026 · 62 days as monitoring
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The company offers a clearinghouse service for stablecoin transactions, providing guaranteed pricing and settlement times to ensure predictable costs and reliable commitments. It utilizes compliant sources of funds from GENIUS-compliant issuers and KYBd clients to enhance transaction integrity and efficiency. |
Funding (Harmonic) Latest round: Seed · $10M · Mar 2026. $10M raised · 1 round. |
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Data signals
| Funding Seed · $10M · Mar 31, 2026 Harmonic · Mar 31, 2026 Total raised: $10M across 1 round. |
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Website source checked May 26, 2026.
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Outreach contacts Sam Broner Co-Founder | Adam Zuckerman Co-Founder |
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Last contact
No logged contact on record.
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Sources
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03
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MONITORING
Tagged Mar 16, 2026 · 77 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 · 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. |
| | 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. |
| + 1 more signal in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke Finch Claims released Single Customer View, a product feature that automates the structuring of claim data by classifying emails, attachments, and contacts into a unified record with pre-populated files and communication threads. The last logged contact was 82 days ago. |
Outreach contacts |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Finch” 89 days ago · Mar 05, 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 · 77 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 · 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. |
| | 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. |
| + 3 more signals in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke Intain has launched its IntainMARKETS SuperApp on Ownera's platform, making asset-backed finance infrastructure available across the FinP2P network. Your last contact with Ownera was 49 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 “********” 56 days ago · Apr 07, 2026 |
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Sources
Website signals cited inline above.
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05
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MONITORING
Tagged Sep 29, 2025 · 245 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 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. |
| | Customer win Website · May 12, 2026 · date from hidden page metadata Morse, a global money movement platform, implemented Gradient Labs' AI agent to handle customer support, achieving 50% resolution rate on day one and scaling to 78% resolution rate after optimization with customer data and procedures. |
| + 12 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 in May, extending its AI platform beyond customer support into end-to-end lending operations with demonstrated volume (100,000+ calls monthly) and performance parity with human agents. Last contact was 104 days ago, making this launch window a concrete reason to reconnect on how the new product is tracking with existing and prospective financial services customers. |
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)” 111 days ago · Feb 11, 2026 |
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Sources
Website signals cited inline above.
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06
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MONITORING
Tagged Mar 29, 2026 · 64 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 · 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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Outreach contacts |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Soteris” 65 days ago · Mar 29, 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 · 77 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
| 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 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. |
| | 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 Keslar Insurance Agency, a $10M+ independent agency, has integrated Cara's platform to automate coverage analysis and policy reviews, reducing turnaround time from days to 5-10 minutes while scaling to larger commercial accounts without additional hiring. Last contact with Cara was 82 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” 89 days ago · Mar 05, 2026 |
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Sources
Website signals cited inline above.
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08
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MONITORING
Tagged Jan 20, 2026 · 132 days as monitoring
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Elysian provides an AI-native third-party administration service for commercial insurance claims, integrating advanced artificial intelligence to enhance processing efficiency and accuracy. Their technology includes dynamic claim review systems for real-time audits, automated decision-making, and a proprietary knowledge repository for error detection. |
Funding (Harmonic) Latest round: Seed · $6M · Sep 2025. $9M raised · 2 rounds. |
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Data signals
| Customer win Website · Apr 16, 2026 · date from page metadata Elysian was selected as the claims partner for Ascendex Underwriters, expanding its commercial insurance client base. |
| | Exec hire Website · May 19, 2026 · date from page metadata Elysian announced the appointment of Jerilyn Kelly as Head of Sales. Kelly brings 15+ years of experience in TPA claims management, managed care, and claims infrastructure, previously serving as Regional Vice President at Vitesse. |
| | Customer win Website · Apr 14, 2026 · date from page metadata Elysian was selected as the claims third-party administrator (TPA) for Ascendex Underwriters, a tech-enabled Managing General Underwriter. The partnership integrates Elysian's AI-native claims processing platform with Ascendex's underwriting operations to create a seamless claims-to-underwriting feedback loop. |
| | Exec hire Website · May 19, 2026 · date from page metadata Elysian announced the appointment of Zack Moy as Chief Technology Officer. Moy brings 15 years of engineering experience from Google, Workday, and founder roles at Pattern and Waystone Labs, with expertise in structuring unstructured data for knowledge worker decision-making. |
| | Partnership Website · Apr 21, 2026 · date from page metadata Elysian was selected to Lloyd's Lab Cohort 16, the London Market's flagship accelerator program, marking the company's first formal entry into the Lloyd's ecosystem. |
| + 5 more signals in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke Elysian appointed Jerilyn Kelly, an established insurance claims operator, as Head of Sales, signaling investment in revenue leadership for its AI-native claims administration platform. Your last contact was 12 days ago. |
Outreach contacts Grace Hanson Co-Founder & CEO | Dinyar Mistry Co-Founder and COO |
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Last contact
| ✉ | Email from Grace Hanson “Re: F-Prime & Clocktower Insurtech Dinner 6/2” 19 days ago · May 14, 2026 |
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Sources
Website signals cited inline above.
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09
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MONITORING
Tagged Aug 05, 2025 · 300 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
| 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 recovered $200K in tax overpayments for Italic while restoring compliance across 20+ jurisdictions in under three weeks following a vendor switch, demonstrating speed and recovery capability in high-stakes scenarios. The last logged contact was 134 days ago. |
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” 141 days ago · Jan 12, 2026 |
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Sources
Website signals cited inline above.
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10
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PREACTIVE
Tagged Mar 25, 2026 · 68 days as preactive
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The company provides an AI platform that automates the distribution processes for life and health insurance, focusing on enhancing the efficiency of selling, placing, and retaining policies. It utilizes structured data, predictive logic, and generative AI to streamline complex workflows and effectively manage diverse insurance data. |
Funding (Harmonic) Latest round: Seed · $3.5M · Sep 2025. $3.5M raised · 1 round. |
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Data signals
| Customer win Website · May 12, 2026 · date from page metadata LTCI Partners, a division of NFP (an Aon company), deployed Pathwork to manage eligibility assessments across more than 18 appointed carriers for long-term care, linked benefits, and short-term care products. The implementation reduced case processing time from hours to minutes and cut pre-qualification response times from days to hours. |
| | Customer win Website · May 08, 2026 · date from page metadata Highland Capital Brokerage, a leading life and disability distribution firm, deployed Pathwork's AI platform to automate APS (Attending Physician Statement) processing in their underwriting workflow, processing approximately 182,000 APS pages annually and reclaiming nearly three years of underwriting capacity. |
| | Customer win Website · Apr 27, 2026 · date from page metadata MERIT Insurance Services, part of Integrity Marketing Group, implemented Pathwork's AI Underwriter platform to streamline life and health insurance underwriting. The deployment enabled MERIT to reduce placement time from 3-5 days to 3-5 minutes and improve application conversion and placement rates. |
| + 2 more signals in the last 30 days (collapsed) |
Website source checked May 26, 2026.
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Since you last spoke Pathwork's deployment at LTCI Partners across 18+ carriers demonstrates immediate operational value, with case processing times compressed from hours to minutes and pre-qualification response times from days to hours. Last contact was 13 days ago. |
Outreach contacts Ian Levinsky CEO and Co-Founder | Blake Butterworth Co-Founder & CTO |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime & Clocktower Insurtech Dinner 6/2” 20 days ago · May 13, 2026 |
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Sources
Website signals cited inline above.
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11
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MONITORING
Tagged Mar 16, 2026 · 77 days as monitoring
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The company provides an AI-driven platform for the consumer lending industry that utilizes voice, SMS, and email agents to manage the entire loan lifecycle, from origination to recovery. This platform emphasizes scalability and regulatory compliance, employing encrypted data management and real-time transaction processing to enhance borrower interactions and improve collections. |
Funding (Harmonic) Latest round: Seed · $10.1M · Feb 2026. $10.6M raised · 2 rounds. |
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Data signals
| Headcount Headcount up 20.0% in 30 days (+3 hires, now 18) Harmonic · May 26, 2026 Veritus grew headcount from 15 to 18 in the last 30 days (20.0% growth). |
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Website source checked May 26, 2026.
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Outreach contacts Joshua March Founder & CEO | David Schlesinger Co-Founder & CSO | Joseph Stein Co-founder & CTO |
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Last contact
| ✉ | Email from Rocio Wu “Veritus x F-Prime” 20 days ago · May 13, 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.
Open this digest in a browser at monitoring-digests.pages.dev/digests/slamont.html.
View the full signal feed and non-selected company rationale at monitoring-digests.pages.dev/feed.
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