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F·Prime Capital
Monitoring Digest
Vol. 2026 · June 23, 2026
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Prepared for
Sarah Lamont
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04 companies worth re-engaging, ranked by signal strength and contact recency.
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01
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MONITORING
Tagged May 27, 2026 · 26 days as monitoring
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Byron offers AI agents for tax preparation. The system of AI agents is designed to eliminate manual processes across the business tax workflow of CPA firms – from processing unstructured client data to generating review-ready workpapers and output. The platform moves beyond point solutions, as the agents take on the series of tasks between receiving the client data and completing the finished tax return. |
Funding (Harmonic) Latest round: Seed · $6.5M · May 2026. $6.5M raised · 1 round. |
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Data signals
| Funding Seed · $6.5M · May 27, 2026 Harmonic · May 27, 2026 Total raised: $6.5M across 1 round. |
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Website source checked Jun 23, 2026.
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Outreach contacts |
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Last contact
No logged contact on record.
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Sources
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02
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MONITORING
Tagged Mar 16, 2026 · 98 days as monitoring
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The main product is an AI-driven solution that automates the processing of insurance paperwork by extracting data from emails and ACORD forms to create complete, carrier-ready submissions. It utilizes technologies such as data validation, submission management, and renewal tracking, integrating seamlessly with existing systems to improve efficiency in insurance workflows. |
Funding (Harmonic) Latest round: Seed · $2.8M · May 2026. $2.8M raised · 1 round. |
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Data signals
| Funding Seed · $2.8M · May 05, 2026 Harmonic · May 05, 2026 Total raised: $2.8M across 1 round. |
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Website source checked Jun 23, 2026.
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Outreach contacts Ola K. Co-Founder & CEO | John Dengis Co-Founder & CTO |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Underflow” 117 days ago · Feb 26, 2026 |
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Sources
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03
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MONITORING
Tagged Aug 05, 2025 · 321 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 · Jun 16, 2026 · date from hidden page metadata Taxwire successfully recovered $200,000 in overpayments for Italic and restored compliance across 20+ jurisdictions within 3 weeks, preventing license revocation in Texas and resolving a critical cash flow crisis. |
| | Customer win Website · Jun 16, 2026 · date from hidden page metadata Levanta, an affiliate platform for 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 · Jun 16, 2026 · date from hidden page metadata Pulley, an equity management platform for startups, selected Taxwire to manage its global sales tax compliance. Taxwire conducted a full nexus audit, built a state-by-state compliance roadmap, and helped Pulley launch a modern tax engine, achieving full compliance in 90 days with a February go-live date. |
| | Headcount Headcount up 15.0% in 30 days (+3 hires, now 23) Harmonic · Apr 29, 2026 Taxwire grew headcount from 20 to 23 in the last 30 days (15.0% growth). |
| + 6 more signals in the last 30 days (collapsed) |
Website source checked Jun 23, 2026.
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Since you last spoke Taxwire recovered $200,000 in overpayments for luxury e-commerce platform Italic and resolved compliance across 20+ jurisdictions in three weeks, demonstrating measurable ROI on its automated tax platform. The last logged contact was 162 days ago, creating an opportunity to explore expansion within Italic's organization or related use cases. |
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” 162 days ago · Jan 12, 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 · 98 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 that centralizes email communications and documentation into structured claim files. The feature includes AI-powered classification, automated contact and document extraction, milestone tracking, and workflow management capabilities for public adjusters. |
| | 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 Jun 23, 2026.
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Since you last spoke Finch Claims released a Single Customer View feature that consolidates email communications and documentation into structured claim files with AI-powered classification and automated extraction capabilities, advancing its core value proposition of centralizing fragmented claim records. Your last contact was 110 days ago. |
Outreach contacts |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Finch” 110 days ago · Mar 05, 2026 |
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Sources
Website signals cited inline above.
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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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