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The article highlights how Archive Intel (Fund IV), a compliance tech firm, is helping wealth management firms employ AI to overhaul compliance workflows—cutting false alerts by roughly 99%, automating up to ~85% of manual tasks, and shrinking document approval cycles from months down to seconds.
The article announces Social Leverage’s investment in Newcase.ai (Fund V), a startup building an AI-native litigation intelligence platform for insurance defense. It solves inefficiencies in handling private deposition transcripts—cutting review time by up to 90%, enabling structured insights in hours instead of weeks, and giving attorneys better tools for expert witness prep and case analysis.
Nayya (Fund III) has acquired financial-wellness company Northstar and launched a new “SuperAgent” agentic AI benefits solution that not only advises employees about health and wealth options but can, with their consent, take actions for them (e.g. enroll in programs, appeal denied claims).
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