# Pivot Investment Partners

Pivot Investment Partners is a Private Equity based in New York, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** pivotinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/pivot-investment-partners-llc

## Regulatory record

- **CRD number:** 322708
- **SEC file number:** 802-127030
- **Registration status:** ACTIVE
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322708

## About

Pivot Investment Partners is an early Growth Equity investment firm focused on transformative financial technology companies. Their experience leading global financial services businesses enables them to source privileged deal flow, apply a practitioner’s lens to investing and make a meaningful impact post-investment.

## Sectors

- FinTech
- InsurTech
- Enterprise Software

## People

- Akbar Poonawala, CFA — Partner
- Dinkar Jetley — Partner
- Larry Klane — Partner

## 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.

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Last updated: 2026-08-11T15:07:49.000Z

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