We invest where differentiated access meets institutional insight. By partnering early with underinvested and overlooked founders, we aim to unlock compelling entry points and build meaningful ownership from the start. We bring the full power of Wellington’s platform to source, win, and scale companies, supporting their path from early traction to market leadership.
Capital. Resources. Networks: Supporting the next wave of industry leaders
Our early-stage venture investments
Accrue
Accrue was a developer of a pricing optimization tool intended to help technology companies increase profit through improved monetization by offering monetization experiments, real-time insights, clear impact and return on investment.
Binkey
Founded in 2022 and headquartered in Washington, DC, Binkey is on a mission to empower American families with tools to use and manage their FSA dollars to save money and live healthier lives.
Cactus
Cactus is an AI copilot for small business owners to automate admin work with the intent to empower small business owners and solo entrepreneurs to succeed.
Caraway Health
Founded in 2022 and headquartered in New York, NY, Caraway Health offered personalized, evidence-based care 24/7. Lori Evans Bernstein, co-founder and CEO, was creating a revolutionary platform that provides trusted, holistic and compassionate healthcare so women+ can get the care they need when they need it.
Cayaba Care
A company focused on creating a new standard for healthcare for Black communities offering homecare support through pregnancy, birth, and postpartum.
Clerkie
Founded in 2017 and headquartered in San Francisco, Clerkie is a developer of a debt automation platform partnering with users to help ease their debt burden using conversational AI to build in-depth financial knowledge graphs, combined with expert financial advice to manage loan losses and making it easy for users to take action.
CodeSee
CodeSee was acquired by GitKraken in May 2024. The platform helps developers to visually understand how large scale codebase works, document it, and collaborate continuously.
dSilo
dSilo is an AI-native company delivering an Agentic AI platform that transforms how enterprises unlock intelligence from contracts, invoices, and financial data.
Finvero
Finvero is a credit management platform for the next generation of financial services in Latin America. They provide personalized financing solutions from a single platform to enhance your business, physical or online stores.
Flavrs
Founded in 2020 and is headquartered in San Francisco, CA. Flavrs is a shoppable platform which leverages video content from professional and home chefs/food creatives and allows consumers to seamlessly shop recipes with the ability to add ingredients directly to their Instacart, moving from content to commerce in one click.
Flex
Flex manages every transaction, from business revenue to your personal spend, so you can optimize your whole life in one seamless platform. The first 3-in1 business credit car.
Jelou
Jelou.ai transforms how businesses go digital- replacing costly apps with smart, AI-driven conversational agents. Launch faster, engage smarter, and deliver seamless user experiences through intuitive chat interfaces.
Kinside
Founded in 2018 and is headquartered in Pasadena, CA. They are a developer of dual-sided childcare platform designed to connect working parents with a network of daycares and preschools across the United States.
KYC Hospitality
KYC Hospitality is a global technology ecosystem for hotels and focuses on user-empathetic experience, superior customer service and value.
Lendtable
Founded in 2020 and was headquartered in San Francisco, CA. Lendtable was a financial services company that specialized in providing income-constrained individuals with wealth building cash advances to maximize their employer’s matching contribution to their retirement.
Loula
Loula handles eligibility checks, claim submissions, and payment collections, making the process seamless for doulas.
Meroxa
Meroxa is the industry-leading code-first stream processing application platform built for developers' everyday workflows.
Mindset Care
Mindset Care assists those with a mental illness or physical disability, and their caregivers, in applying for Social Security Disability benefits.
Movn Health
Founded in 2013 and is headquartered in Irvine, California. Moving Analytics is a developer of a virtual care management platform intended to help hospitals implement virtual cardiac rehab and other secondary prevention programs.
PHYND
PHYD is your free Smart TV gaming experience that gives you accessibility on all devices, play and socialize across a wide variety of games.
Swept AI
Swept AI helps organizations verify and supervise AI behavior before and after deployment.
Thoras.AI
Thoras.AI helps companies provide reliable and efficient scale to cloud computing.
Trace Machina
Trace Machina builds simulation infrastructure by introducing NativeLink. NativeLink is an open-source simulation infrastructure platform, tailored to handle large objects and intricate systems across native and interpreted programming languages. The tool levels-up engineering productivity while delivering massive cost savings on compute resources.
As a repeat founder, I’ve learned that choosing the right investors is just as important as building the right product. With WAV, I knew I was partnering with a team that adds value beyond capital. Their deep industry expertise, strategic guidance, and relentless support can help accelerate Phynd’s growth.
The statement and opinion presented above is an endorsement provided by André Swanston, CEO and Founder of Phynd, a portfolio company in which a Wellington-advised client invests. He is not an investor in private funds managed by Wellington Management. Wellington Management has not provided any cash or non-cash compensation for the use of this statement. The ownership structure of portfolio company investments creates a conflict of interest since Senior Executives have an incentive to make positive statements about Wellington and their experiences to maintain goodwill. This statement describes Swanston’s experience with Wellington Management and/or its supervised persons and may not be representative of the experience of others.
Meet the early-stage venture team
Private Investing News
Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2026.”
Congratulations to Matt Witheiler, Head of Late-Stage Growth, who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2026, for the sixth year in a row!
Wellington Management did not pay a fee to be considered for this award. Winners were selected for Forbes’ 2026 Midas List through a data-driven evaluation process based on a combination of public data sources and submissions from investment partners across hundreds of firms. This award was announced on 27 May 2026, following a submission made in April 2026, and is based on five years of trailing data. Wellington Management was recognized in the Top Tech Investors category based on Forbes’ criteria. Honorees are evaluated based on investment performance and industry impact using Forbes’ methodology and editorial review process. The recognition is not paid, not client-survey-based, and is not an endorsement or predictor of investment performance. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Irina Margine, Sector Lead for Biotech Private Investments at Wellington, has been named to this year’s WSJ Pro Private Equity Women to Watch list.
The annual recognition from The Wall Street Journal highlights women across private equity whose investment work and leadership are helping shape the direction of the industry.
Irina’s path into investing began in the lab. With scientific training in microbiology, she brings technical fluency to conversations with founders and management teams working on complex therapies. That combination of scientific depth and long-term investment perspective continues to shape how we approach private biotech investing.
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Wall Street Journal Pro Private Equity based on nominations submitted by their individual firms. This award was announced on 9 March, 2026, and is based on Irina Margine’s career experience 2014 to present with a focus on her time as an investor at Wellington Management from 2019 to present. Wellington Management was one of the winners in the Senior Deal Makers category. WSJ Pro Private Equity’s Women to Watch honorees are evaluated on a holistic basis, with senior professionals assessed based on career‑long accomplishments. Honorees are selected through an editorial process based on nominations, written submission materials, and independent editorial review by WSJ Pro. The recognition is not paid, not client‑survey‑based, not tied to subscription status, and is not an endorsement or predictor of investment performance. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Wellington Management Appoints Alex Behm to Strengthen Secondaries Capabilities
Wellington Management welcomes Michael Trihy, CFA, as Head of Portfolio Management, Venture Growth Evergreen, Private Investments.
Wellington Management welcomes Michael Trihy, CFA, as Head of Portfolio Management, Venture Growth Evergreen, Private Investments. With 15 years’ experience in private equity and asset management — including senior roles at Bow River Capital and Partners Group — Michael brings deep expertise to our private investing team.
Global LPs stay the course with private market allocations despite geopolitical risks, Wellington Private Investing Survey shows.
At the SuperReturn International Conference in Berlin, Wellington Management surveyed 165 private markets professionals. Read the press release for a snapshot of the key insights.
Early-stage venture Insights
2026 Venture Capital Roundtable
Our three-part video series brings together experts from across our venture capital platform to explore opportunities outside of AI, how to identify quality among today’s noise, and what investors may be underestimating for the year ahead.
Collaboration in practice: Early-stage venture
Jackson Cummings, head of Wellington Access Ventures, outlines how collaborating with our later-stage private teams, public market industry analysts, and Value Creation Team can benefit his early-stage venture team.
Building the future: Advances in AI infrastructure for autonomous agents
Van Jones highlights AI infrastructure advancements, emphasizing emerging protocols and data solutions for autonomous agents driving innovation and connectivity.
Early-stage venture: Innovation versus hype
Wellington Access Ventures' Jackson Cummings discusses promising innovations in edge AI and embedded fintech. In addition, he highlights the potential hype surrounding consumer AI and quantum computing.
Early-stage venture: Deployment, valuations, exits
Head of Wellington Access Ventures Jackson Cummings discusses his latest views on early-stage venture capital and why he’s “cautiously optimistic” on deployments, valuations, and exits.
Early-stage venture in 2025
Jackson Cummings, head of Wellington Access Ventures, explores the potential impacts of Trump 2.0 on early-stage venture, highlighting deregulation, fintech opportunities, AI-driven manufacturing innovations, and more.
Venture capital outlook for 2025: 5 key trends
Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.
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This reflects substantially all portfolio company investments made by Wellington Management’s dedicated private equity portfolios. Due to confidentiality restrictions, some company names cannot be disclosed. Additional information is available upon request. As of 31 March 2026.
