Pivot Investment Partners

Pivot Investment Partners is an early Growth Equity investment firm that focuses on identifying and investing in transformative financial technology companies. The firm leverages its extensive experience in leading global financial services businesses to source proprietary deal flow, apply a practitioner’s lens to its investment decisions, and make a significant impact on its portfolio companies post-investment. They target opportunities where disruption to the status quo is generating numerous opportunities for FinTech innovators, both as new competitors and as enablers for mainstream financial institutions.

Founded in January 2014, Pivot Investment Partners is led by a team of CEO-level operating executives who have a proven track record of growing and transforming financial services businesses worldwide. The principals each possess over 25 years of experience in running and investing in financial services, bringing deep domain expertise across retail and wholesale banking with a broad global perspective. This operational background is crucial in validating business models, understanding regulatory impacts, assessing customer buying behaviors, and evaluating scalability potential.

The firm's areas of focus include Financial Plumbing & Infrastructure, B2B Payments, Capital Markets Technology, Digital Wealth & Advisor Technology, Actionable Data & Analytics, and Insurance Technology. Notable portfolio companies mentioned in various sources include iCapital Network, BoldPenguin, dv01, Cape Analytics, Cowbell Cyber, Snapsheet, Trovata, Hexure, Passthrough, and Traydstream. Pivot Investment Partners typically invests as a lead or co-lead in Series A and Series B stages, and has also participated in later rounds such as Series C and Series D.

As providers of differentiated capital, the partners at Pivot Investment Partners actively serve as Board Members and advisors to their portfolio companies. They utilize their operating backgrounds to support management teams with strategic business development, global expansion, key talent identification, and making strategic introductions, aiming for tangible impact beyond just capital investment.