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F·Prime Capital
Monitoring Digest
Vol. 2026 · June 16, 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 Mar 31, 2026 · 76 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 Jun 16, 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” 244 days ago · Oct 15, 2025 |
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Sources
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02
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MONITORING
Tagged Mar 31, 2026 · 76 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 Jun 16, 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 · 91 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
| Exec hire Website · Jun 01, 2026 · date from page metadata American Operator appointed Michael Friedman as its founding Chief Financial Officer, effective June 1, 2026. Friedman brings 15+ years of finance and strategy experience, most recently as SVP of Finance & Strategy at People Inc., where he led the company's growth from $100M to over $1B in revenue. |
| | Headcount Headcount up 16.7% in 30 days (+6 hires, now 42) Harmonic · Apr 29, 2026 American Operator grew headcount from 36 to 42 in the last 30 days (16.7% growth). |
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Website source checked Jun 16, 2026.
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Since you last spoke Michael Friedman's appointment as founding CFO on June 1, 2026 marks American Operator's first dedicated finance leadership, bringing 15+ years of experience scaling companies through growth phases similar to the capital and operational complexity the operate-to-own model requires. Your last contact was 61 days ago. |
Outreach contacts |
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Last contact
| ✉ | Email from Aneesh Varma “Re: Aneesh (ARGO) <> Jackie (American Operator)” 61 days ago · Apr 16, 2026 |
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Sources
Website signals cited inline above.
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04
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MONITORING
Tagged Aug 05, 2025 · 314 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 15, 2026 · date from hidden page metadata Levanta, an affiliate platform serving Amazon sellers with $286M annualized GMV, signed with Taxwire after discovering their previous provider (Avalara) had been over-collecting sales tax by 2-3x. Taxwire recovered $13K+ in overpaid taxes and implemented customer-approved controls. |
| | Customer win Website · Jun 15, 2026 · date from hidden page metadata Taxwire successfully recovered $200,000 in overpayments for luxury e-commerce company Italic and restored compliance across 20+ jurisdictions within 3 weeks after a vendor switch created filing errors and license revocation risk. |
| | Customer win Website · Jun 15, 2026 · date from hidden page metadata Pulley, an equity management platform, selected Taxwire to implement a scalable sales tax compliance solution across multiple states. Taxwire completed a nexus audit, built a compliance roadmap, and helped Pulley launch a modern tax engine within 90 days, achieving full compliance by February 2026. |
| | 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). |
| + 3 more signals in the last 30 days (collapsed) |
Website source checked Jun 16, 2026.
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Since you last spoke Levanta, an affiliate platform with $286M in annualized GMV, switched to Taxwire after their previous provider over-collected sales tax by 2-3x, with Taxwire recovering $13K+ in overpaid amounts—a validation of the platform's accuracy that arrived 155 days ago when last contact was logged. |
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” 155 days ago · Jan 12, 2026 |
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Sources
Website signals cited inline above.
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05
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MONITORING
Tagged Mar 16, 2026 · 91 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 · Jun 05, 2026 · date from page metadata Finch Claims released its Claims Intelligence platform featuring a Single Customer View capability that automatically classifies emails and documents, builds claim files with contact networks, and provides milestone tracking and next best actions for public adjusters and claims professionals. |
| + 2 more signals in the last 30 days (collapsed) |
Website source checked Jun 16, 2026.
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Since you last spoke Finch Claims released a new estimate diffing feature that lets users compare insurance estimates side-by-side with AI-powered analysis and scenario modeling capabilities. Your last contact with them was 103 days ago. |
Outreach contacts |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Finch” 103 days ago · Mar 05, 2026 |
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Sources
Website signals cited inline above.
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06
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PREACTIVE
Tagged Mar 25, 2026 · 83 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
| Product launch Website · Jun 12, 2026 · date from page metadata Pathwork launched a first-of-its-kind offering giving life insurance brokers on-demand access to prescription and medical claims data before case submission. The platform provides health history in seconds with AI-generated underwriting insights, featuring 7-year prescription lookback and 200+ clinical data points per applicant. |
| | Customer win Website · Jun 12, 2026 · date from page metadata LTCI Partners, a division of NFP (an Aon company), deployed Pathwork's platform to handle eligibility assessments across 18+ appointed carriers, reducing pre-qualification response times from days to hours. |
| | Customer win Website · Jun 12, 2026 · date from page metadata Pathwork announced it has onboarded more than 65 brokerages as trusted partners, including major platforms such as Highland Capital Brokerage, NFP, Hilb, Keystone Agency Partners, Aimcor, LIBRA, and CPS. The company has generated an estimated 1,400 days of productivity savings for customers this year with profitability increases of 8-12%. |
| | Customer win Website · May 27, 2026 · date from page metadata Highland Capital Brokerage, a leading life, disability, long-term care, and annuity distribution firm, implemented Pathwork's AI platform to automate APS (Attending Physician Statement) processing, reclaiming approximately 758 workdays or nearly three years of annual underwriting capacity. |
| | Customer win Website · May 27, 2026 · date from page metadata Brokers Central, an independent brokerage general agency, deployed Pathwork's AI platform to automate underwriting processes, reducing document review time from 2-4 days to under 5 minutes. The implementation enables faster policy placement and improved underwriting outcomes. |
| + 7 more signals in the last 30 days (collapsed) |
Website source checked Jun 16, 2026.
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Since you last spoke Pathwork launched a first-of-its-kind medical data access feature for life insurance brokers, enabling on-demand prescription and claims lookups with AI-generated underwriting insights before case submission. Your last contact was 9 days ago. |
Outreach contacts Ian Levinsky CEO and Co-Founder | Blake Butterworth Co-Founder & CTO |
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Last contact
| ✉ | Email from Tarik Galijasevic “Re: [EXTERNAL] RE: Welcome to the F-Prime and Clocktower AI in Insurance Dinner - Tuesday 6/2 @ 6pm” 9 days ago · Jun 07, 2026 |
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Sources
Website signals cited inline above.
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07
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MONITORING
Tagged Jan 20, 2026 · 146 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
| Exec hire Website · Jun 11, 2026 · date from page metadata Elysian announced the appointment of Zack Moy as Chief Technology Officer. Moy brings 15 years of experience structuring unstructured data for knowledge workers, with prior roles at Google, Workday (where he led Workday Extend infrastructure), and as co-founder of Pattern (acquired by Workday) and Afterword. |
| | Partnership Website · Jun 11, 2026 · date from page metadata Elysian announced its selection to Lloyd's Lab Cohort 16, the London Market's flagship accelerator program, marking its first formal entry into the Lloyd's ecosystem. |
| | Customer win Website · Apr 16, 2026 · date from page metadata Elysian was selected as the claims partner for Ascendex Underwriters on 4/16/26, demonstrating customer adoption of their AI-native TPA platform. |
| | Exec hire Website · May 19, 2026 · date from page metadata Elysian appointed Jerilyn Kelly, a veteran insurance claims executive with 15+ years of experience across TPAs, managed care, and claims infrastructure, as Head of Sales. Kelly previously served as Regional Vice President at Vitesse and held leadership positions at Gallagher Bassett, Brown & Brown, and CorVel. |
| | Exec hire Website · Apr 21, 2026 Elysian announced the appointment of Laila Beane as Chief Marketing Officer and Strategic Advisor. Beane brings over two decades of experience in marketing strategy and transformation programs, most recently serving as Partner and CMO for IntellectAI, and will oversee go-to-market strategy, brand equity, and strategic partnerships. |
| + 6 more signals in the last 30 days (collapsed) |
Website source checked Jun 16, 2026.
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Since you last spoke Elysian appointed Zack Moy as Chief Technology Officer on June 11, bringing deep expertise in data structuring and infrastructure from Google, Workday, and two acquired startups. Your last contact with the company was 9 days ago, before this announcement. |
Outreach contacts Grace Hanson Co-Founder & CEO | Dinyar Mistry Co-Founder and COO |
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Last contact
| ✉ | Email from Tarik Galijasevic “Re: [EXTERNAL] RE: Welcome to the F-Prime and Clocktower AI in Insurance Dinner - Tuesday 6/2 @ 6pm” 9 days ago · Jun 07, 2026 |
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Sources
Website signals cited inline above.
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08
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MONITORING
Tagged Mar 29, 2026 · 78 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 Soteris' Precision AI solution delivered a 14-point improvement in ultimate new business loss ratio for an admitted non-standard auto insurer within 6 months of full implementation, along with 18% reduction in total claim frequency and 29% reduction in property damage claims per earned exposure. |
| + 1 more signal in the last 30 days (collapsed) |
Website source checked Jun 16, 2026.
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Outreach contacts |
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Last contact
| ✉ | Email from Sarah Lamont “RE: F-Prime <> Soteris” 79 days ago · Mar 29, 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.
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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