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READING
V. How Social Leverage is using AI
Our team at Social Leverage has been integrating AI throughout our tech stack led by our partner Gary. From investment research to operations to founder and LP communication, we have made AI part of our daily workflow. We shared a lot of what we have built and how we built it at our AGM in NYC earlier this month, and Matt talks further about the AI native tech stack in this recent writeup.
IV. Fiscal.ai Launches Estimates
Fiscal.ai (Fund IV) has launches their Wall St. Consensus Estimates as well as Agentic Consensus Estimates dataset. Estimates data has been the top request from current and perspective clients and will be a perfect pairing for their global fundamental and KPI’s data.
III. LEA Technologies - Case Study with Mission Wealth
Lea Technologies (Fund V) has launched a case study with their client Mission Wealth about how their technology is being used for wealth management M&A integrations.
II. Sunlight AI Launches To Help Physicians
Sunlight AI (Fund V) announces their funding round and focus on helping physicians thrive independently. The team is focused on helping practices collect what they're owed, spend less time on administration, and focus on their patients.
I. Elio Mortgage Completes Rebrand
Elio.Mortgage (Fund V) formerly known as Boost Mortgage, announced their $5.1m funding round and rebrand as the build the agentic mortgage brokerage.
WATCHING
II. Alpaca joins Bloomberg News to Talk Tokenized Stocks
I. Refinance or Portfolio-Backed-Loan?
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Affiliate Disclosure: Social Leverage Group, LLC ("SLG"), Social Leverage Capital Fund I, LP ("SLC"), Social Leverage Capital Fund II, LP ("SLCII"), Social Leverage Capital Fund III, LP ("SLCIII") and Social Leverage Capital Fund IV, LP ("SLCIV") are all distinct entities from Social Leverage, LLC ("SL"). Social Leverage is not a registered investment advisor. SLC, SLCII, SLCIII, SLCIV, SLG and SL have used the logo and branding of Social Leverage with the permission of Social Leverage Group, LLC.