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50
M E N L O
Established 1976
50 years of going ALL IN
Prodigal gives lenders and collections agencies insights from customer interactions using advanced conversational AI.
2018
-
Founded
2021
-
Partnered, Series A
Abacus
Abacus helps tax firms eliminate manual data entry workflows with intelligent document processing that integrates with Excel and your filing software—no training required.
Abacus helps tax firms eliminate manual data entry workflows with intelligent document processing that integrates with Excel and your filing software—no training required.
Milestones
2025
-
Founded
2025
-
Partnered, Seed
Leadership
Cody Sugarman
Co-Founder & CEO
Brandon Sugarman
Co-Founder & CTO
Accordance AI
Accordance is an AI platform built for leading tax, audit, and CPA teams.
Accordance is an AI platform built for leading tax, audit, and CPA teams.
Milestones
2023
-
Founded
2024
-
Partnered, Series A
Leadership
David Yue
Co-Founder & CEO
Finsam Samson
Co-Founder & CTO
Fintool
Fintool is building the financial copilot for public equity investors, helping discover financial insights beyond the reach of human analysis, summarize annual reports, and compute numbers.
Fintool is building the financial copilot for public equity investors, helping discover financial insights beyond the reach of human analysis, summarize annual reports, and compute numbers.
Milestones
2024
-
Founded
2025
-
Partnered, Seed
2026
-
Acquired by Microsoft
Leadership
Nicolas Bustamante
Co-Founder & CEO
Edouard Godfrey
Co-Founder & CTO
Monarch
Monarch is a money management platform that helps users create a financial plan, budget, and track their goals.
Monarch is a money management platform that helps users create a financial plan, budget, and track their goals.
Milestones
2018
-
Founded
2021
-
Partnered, Series A
Leadership
Val Agostino
Co-Founder & CEO
Jon Sutherland
Co-Founder & Head of Design
Ozzie Osman
Co-Founder & Head of Engineering
Numeric
Numeric is an AI accounting automation platform, built to take manual work off accountants’ plates so they can focus on what's impactful.
Numeric is an AI accounting automation platform, built to take manual work off accountants’ plates so they can focus on what's impactful.
Milestones
2020
-
Founded
2024
-
Partnered, Seed
Leadership
Parker Gilbert
Co-Founder & CEO
Anthony Alvernaz
Co-Founder & CPO
Andrew Bihl
Co-Founder & CTO
Slash
Slash provides smart, tailored financial solutions, moving beyond one-size-fits-all banking, to help businesses grow, stay competitive, and operate efficiently and seamlessly.
Slash provides smart, tailored financial solutions, moving beyond one-size-fits-all banking, to help businesses grow, stay competitive, and operate efficiently and seamlessly.
Milestones
2021
-
Founded
2022
-
Partnered, Series A
Leadership
Victor Cardenas
Co-Founder & CEO
Kevin Bai
Co-Founder & CTO
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