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Pivot Investment Partners

Pivot Investment Partners

New York City, New Yorkpivotinvestment.com

Overview

Pivot Investment Partners is a growth equity firm that focuses on identifying transformative financial technology and financial services companies. They invest in technology companies innovating at the nexus of enterprise software and wholesale finance across the US, Canada, and the UK. The firm typically invests as a lead or co-lead in the Series B and Series C stages.

Year Founded

2014

Portfolio Companies

23

Investments

CompanyDateStageLead
TraydstreamAug 2025Early FundingLead
DocytAug 2025Early FundingLead
OneVestJan 2025Series BCo-investor
FINBOURNE TechnologyJun 2024Series BCo-investor
TraydstreamSep 2023Series BLead
View all investments

Key People

Akbar Poonawala

Co-Founder Managing Partner

Atit Amin

Multi-Stage Enterprise SaaS FinTech Investor

Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
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2026

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Firmographic Details

HeadquartersNew York City, New York
Year Founded2014

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.