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Pivot Investment Partners
Three senior financial-services executives — Akbar Poonawala, Dinkar Jetley and Larry Klane — formed Pivot Investment Partners as an early growth equity...
Pivot Investment Partners
Three senior financial-services executives — Akbar Poonawala, Dinkar Jetley and Larry Klane — formed Pivot Investment Partners as an early growth equity firm dedicated to FinTech. Each partner brings over 25 years of experience running and investing in global retail and wholesale banking businesses, a background the firm cites as the foundation of its practitioner-oriented investment process. Pivot operates from New York. The firm does not publicly disclose a launch year. Pivot targets early growth equity rounds in financial technology, concentrating on sub-sectors where bank-operating knowledge provides an informational edge. The firm names six areas of focus: financial plumbing and infrastructure, B2B payments, capital markets technology, digital wealth and advisor technology, actionable data and analytics, and insurance technology. Pivot applies an operator’s lens to assessing business-model durability, regulatory exposure, financial-institution buying behavior, and potential for profitable scale. The firm structures its investments as direct minority positions and its partners typically take board or advisory seats. No specific portfolio company names or fund sizes are publicly reported. The investment team comprises the three named partners, each described as a CEO-level operating executive who has led and transformed financial services businesses across multiple geographies. The firm’s stated model ties compensation and decision-making to a partner-centric structure, though specific AUM, headcount, or adjacent philanthropic vehicles are not disclosed. There is no verifiable dated operational event from the last 24 months in the available primary sources. Pivot’s structural distinction lies in its sourcing model built around what the firm calls "privileged deal flow." Rather than competing as a generalist growth investor, Pivot leverages the partners’ decades-long relationships inside global financial institutions to identify enterprise FinTech companies that serve banks and insurers as partners or infrastructure providers — a channel inaccessible to momentum-driven capital without equivalent domain relationships.
General information
Firm type
Private Equity
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Akbar Poonawala, CFA
Partner
Dinkar Jetley
Partner
Larry Klane
Partner
Sector focus
Frequently asked questions
What investment stages does Pivot Investment Partners target?
Pivot describes itself as an early growth equity firm. It invests in financial technology companies that have moved beyond the venture stage and require capital to scale. The firm does not publicly specify typical check sizes or reserve allocations for follow-on rounds.
How does Pivot source proprietary deal flow?
The firm attributes its deal flow to the deep relationships its partners built over 25-plus years leading global financial services businesses. Pivot characterizes this as "privileged deal flow" — opportunities sourced through bank and insurer networks that are often not broadly marketed to momentum-based investors. The firm argues this practitioner network is its primary sourcing advantage.
Which sectors does Pivot explicitly focus on?
Pivot concentrates on six FinTech sub-sectors: financial plumbing and infrastructure, B2B payments, capital markets technology, digital wealth and advisor technology, actionable data and analytics, and insurance technology. The firm selects these areas because they align with the operating backgrounds of its partners inside large financial institutions.
Does Pivot Investment Partners take board seats?
Yes. Pivot states that its partners serve as board members and advisors to portfolio companies. They apply operating backgrounds to assist management with business strategy, sales and business development, international expansion, strategic introductions, and key talent identification.
Is Pivot structured as a single family office or a traditional private equity firm?
Pivot is an asset manager structured as a private equity firm, not a family office. It manages third-party capital alongside its partners' own commitments. The firm does not publicly disclose its limited partners.
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