Series B Startup Financial Models

FTX is a leading digital-assets exchange offering crypto spot, futures, leveraged tokens, tokenized equities, OTC, and prediction markets.

Medicare Advantage (MA) health plan targeting seniors, combining a proprietary tech stack, tech-enabled care coordination ("Devoted Health Guides"), and an owned medical group to drive superior margins versus incumbents.

Custom ARM-based server-class CPU/SoC designer targeting data center performance and energy efficiency leadership.

B2B sales intelligence platform providing contact and company data to help salespeople find and engage decision-makers.

Cloud-based cross-browser and mobile app testing platform used by 50,000+ customers across 135 countries.

No-code platform for automating CRM and enterprise workflows, combining Studio Creatio (no-code builder), full CRM suite (Marketing, Sales, Service), and an AI Copilot layer.

2TM is the parent holding company of Mercado Bitcoin, Brazil's largest crypto-asset exchange, operating a vertically integrated "3-in-1" platform covering distribution, trading, and custody of digital and tokenized assets.

DeFi aggregation protocol that routes crypto swaps across 100+ liquidity sources to deliver best rates and lowest gas fees.

Engineered T cell therapies targeting oncogenic driver mutations (KRAS, p53) in hard-to-treat solid tumors

All-inclusive monthly EV subscription (car + insurance + charging + maintenance + tax) on 1-month rolling contracts.

Lyric designs boutique "Creative Suites" - short-stay living spaces - combining purposeful interior design with technology for creative, connected travelers.

AtoB is building financial infrastructure for commercial fleets, starting with a no-fee Visa fleet card for fuel and expanding into payroll, BNPL, and international.

B2B SaaS platform enabling brands and publishers to embed short-form and live shoppable video on their owned-and-operated websites.

Menlo Micro makes the "Ideal Switch" - a MEMS-based electromechanical relay built on semiconductor fab processes that combines the best of mechanical (low loss, true conductor) and solid-state (small, fast, cheap) switches.

Rippling is an all-in-one workforce platform that centralizes employee data across Payroll, Benefits, IT (Computers & Security), and Apps & Access.

Rent-reporting and credit-building platform that helps renters build credit scores while giving landlords ESG analytics and housing-stability loans.

Island builds an enterprise browser - a Chromium-based browser purpose-built for corporate IT/security control of web and SaaS access.

European payments infrastructure provider enabling frictionless online payments for SMBs.

SaaS carbon accounting platform that converts operational, financial, and supply-chain activity data into CO2e footprint calculations and climate disclosures.

Wearable AI camera platform (branded "hu.ma.ne") that passively captures life moments and delivers AI-processed media and context-aware assistance via a cloud back-end.

AI-powered mobile health & wellbeing app portfolio (Flo Health, Simple, Prisma Labs, ZING, VOIR, others) operating under one holding company.

B2B SaaS platform for solar PV project design and engineering - automates ground-mount, rooftop, and energy yield modelling workflows.

Full-stack primary care delivery platform for women, combining virtual and in-person care under one brand.

AI-powered symptom assessment app and clinical decision-support platform for consumers and healthcare partners.