Strategic Focus Late-stage thesis-driven venture fund based in New York focusing on wealth management, insurance, and real estate intermediaries; presents opportunities to cross-sell wealthtech, insurtech, and proptech solutions to producers and the firms they serve.

Recent Investments Recent funding activity includes Farther and Moxie Inc., signaling openness to insurtech and clinical-grade operating system domains; potential co-investment or partnership angles with portfolio companies for integrated technology or distribution partnerships.

Scale & Partners Asset-light firm with a moderate headcount (11-50) and multi-portfolio approach; potential for pilot programs and vendor partnerships to support portfolio growth and fundraising events.

Tech Stack Fit Uses AWS, Google Cloud, Webflow, WordPress, and Google Workspace; indicates receptiveness to cloud-based, scalable SaaS, marketing tech, and collaboration tools—ideal for selling cloud, security, data analytics, and marketing automation solutions.

Growth Signals Revenue in the low tens of millions and active engagement in industry hub initiatives like Forward Network; opportunities to offer growth-stage services such as portfolio ops, market intelligence, and ecosystemNetworking to accelerate fund and portfolio performance.