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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

25

Investments

Pivot Investment Partners investments
CompanyDateStageLead
Capsa AIJun 2026Series ALead
TraydstreamAug 2025Series B ExtensionLead
DocytAug 2025Early FundingLead
OneVestJan 2025Series BCo-investor
FINBOURNE TechnologyJun 2024Series BCo-investor

Key People

Akbar Poonawala

Co-Founder Managing Partner

Atit Amin

Multi-Stage Enterprise SaaS FinTech Investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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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
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersNew York City, New York
Year Founded2014

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