Pivot Investment Partners

Pivot Investment Partners is a private investment firm based in New York that focuses on identifying high-potential early growth equity stage companies across financial services and financial technology. Founded in January 2014, Pivot is led by former senior-level operating executives, each of whom built distinguished careers growing and scaling retail and wholesale businesses within large financial institutions, such as Deutsche Bank, Citibank, Capital One, and JPMorgan. Since its inception, Pivot has made investments in 27 technology-enabled companies in six verticals: alternative credit, payments and transaction processing, risk and compliance, wealth management, capital markets, and insurance. Some of our portfolio companies include iCapital Network, BoldPenguin, dv01, Cape Analytics, Cowbell Cyber, and Snapsheet, among others. Partner-Centric Team We are a team of CEO-level operating executives who have grown and transformed financial services businesses around the world. Experienced Global Financial Services Executives The Pivot Principals each have 25+ years of experience running and investing in financial services businesses, deep domain expertise across retail and wholesale banking, and a broad global perspective. Practitioner’s Lens to Investing Our partners apply an operators’ lens to validating the durability of business models, understanding the impact of regulations, assessing the buying behavior of financial institutions and their customers, and evaluating potential to profitably scale, along with other key investment considerations. Tangible Impact Post-Investment As providers of differentiated capital, our partners serve as Board Members and advisors to our portfolio companies. We leverage our operating backgrounds to support management with business strategy, sales and business development, globalizing the business, making strategic introductions, identifying key talent, etc.