About The BHB Fund
The BHB Fund is a venture capital firm founded in 2023. It is primarily based out of United States. As of May 2025, The BHB Fund is an active investor, having invested in 8 companies, with 1 new investment in the last 12 months. It primarily invests in Series A round in United States based startups. Its investments are spread across a wide range of sectors from Enterprise Applications to FinTech and Consumer. Most recently it participated in the $***** Seed round of Prediction Guard A lot of funds co-invest with The BHB Fund, with names like Raido sharing a substantial percentage of its portfolio. The BHB Fund has team of 5 people including 1 partners.Key Metrics
Team Members
Portfolio Count
Portfolio Sectors
Portfolio Locations
Rounds of Entry
Series A, Seed & 1 more
Deals in last 12 months
The BHB Fund's List of Top Investments
The BHB Fund has a portfolio of 8 companies. Their most notable investments are in Community Capital Technology and Agent IQ.Their portfolio spans across and United States. They have invested in Enterprise Applications, FinTech, Consumer and 5 other sectors, across stages such as Series A, Seed and 1 more. Here is the list of top investments by The BHB Fund:
1. Infinant
Provider of a platform for banks to manage accounts and payments. The platform offers virtual account management, embedded finance options, and modern payment solutions. It also provides digital channels, digital assets, and digital twin capabilities. The platform supports accounts, payments, cards, and settlement automation.
Key facts about Infinant
- Founded Year: 2021
- Location: Charlotte (United States)
- Stage: Series A
- Total Funding till date: $20M
- Employee Count: 38 as on Jan 05, 2026
- Investors: JAM FINTOP, FINTOP and 4 Others
- Latest Funding Round: Series A, Nov 26, 2024, $*****
- Highlight: Editors' Pick
Provider of loan transactions marketplace and business intelligence platform. The platform supports multiple loan types including real estate, agricultural, lease, auto, retail, student loans, etc. It supports loan purchases, sales, and participation from across the banking and investment communities.
Key facts about Community Capital Technology
- Founded Year: 2017
- Location: New York City (United States)
- Stage: Series A
- Total Funding till date: $13.5M
- Employee Count: 25 as on Mar 31, 2026
- Investors: Allegheny Financial, INV Fintech and 6 Others
- Latest Funding Round: Series A, Jan 29, 2024, $*****
- Highlight: Editors' Pick

3. Agent IQ
AI-assisted customer service and marketing for the banking sector. It is a platform that enables customers to talk to brands when they are online on the web or mobile. It provides a business-facing dashboard where brands can prioritize customers with sentiment analysis, auto-assigning, and AI-assisted automated replies generated from the system. Its automated proactive messaging gets delivered on the basis of product usage, and behavioral and geographical data.
Key facts about Agent IQ
- Founded Year: 2015
- Location: San Francisco (United States)
- Stage: Series B
- Total Funding till date: $37M
- Employee Count: 35 as on Mar 31, 2026
- Investors: Rubicon Venture Capital, Sierra Ventures and 6 Others
- Latest Funding Round: Series B, May 31, 2023, $*****
- Highlight: Editors' Pick
4. FinGoal
Provider of transaction data enrichment and personalized offer solutions for businesses. The company analyzes transaction data to tag transactions and users with persona tags. These tags can be integrated into CRM and marketing automation tools. It works with financial institutions and fintechs to provide data enrichment.
Key facts about FinGoal
- Founded Year: 2017
- Location: Lafayette (United States)
- Stage: Seed
- Total Funding till date: $35K
- Employee Count: 13 as on Mar 31, 2026
- Investors: Techstars, Colorado Office of Economic Development and International Trade and 7 Others
- Latest Funding Round: Seed, Mar 20, 2023, $*****
- Highlight: Editors' Pick
5. RiskScout
Platform that offers regulatory software solutions. The platform offers a software suite for financial institutions, cryptocurrency, and cannabis industries. It offers solutions such as customer onboarding, AML, due diligence, and more. It provides FirstPass Verification for business verification, Ongoing Due Diligence for transaction monitoring, LeadGen and Onboarding for risk assessment and customer onboarding, and more.
Key facts about RiskScout
- Founded Year: 2005
- Location: Austin (United States)
- Stage: Seed
- Employee Count: 18 as on Mar 31, 2026
- Investors: ATX Venture Partners, Launchpad Capital and 1 Other
- Latest Funding Round: Seed, Jul 20, 2023, $*****
- Highlight: Editors' Pick
The BHB Fund's Year-on-Year Investment Trends
The BHB Fund has invested in 8 companies over the last 3 years, with an average of 1 new investment annually in the last 3 years. In 2025, it made 1 investment. Its most recent first time investment was in Prediction Guard.Year | No. of Investments | ||
|---|---|---|---|
1st Round | Follow-on | Total | |
2026 (YTD) | 0 | 0 | 0 |
2025 | 1 | 0 | 1 |
2024 | 1 | 0 | 1 |
2023 | 2 | 0 | 2 |
The BHB Fund's Investments by Stage
The BHB Fund has made 2 investments in Series A stage with an average round size of $15M, 1 investment in Seed stage with an average round size of $3.7M and 1 investment in Series B stage with an average round size of $18.5M.Stage of entry | No. of Investments |
|---|---|
Series A | 2 |
Seed | 1 |
Series B | 1 |
Note: We have considered here, only first round of investments
The BHB Fund's Investments by Sector
The BHB Fund has a diverse portfolio, with companies operating in the FinTech, Enterprise Applications, Artificial Intelligence - Industry Applications, Consumer and Enterprise Infrastructure. Notably, it has invested in 8 Tech companies, 7 Enterprise (B2B) companies, 7 Software companies and at least 3 companies focusing on Consumer (B2C).Sector | No. of Investments |
|---|---|
FinTech | 3 |
Enterprise Applications | 2 |
Artificial Intelligence - Industry Applications | 1 |
Consumer | 1 |
Enterprise Infrastructure | 1 |
Others | 3 |
Note: We have considered here, only first round of investments
The BHB Fund's Investments by Geography
The BHB Fund has made most investments in United States (4).The BHB Fund's recent investments
The BHB Fund has not made any investment in 2026 so far.Here are the most recent investments by The BHB Fund:
Date | Company | Location | Round Details | Round Amount | Co-Investors |
|---|---|---|---|---|---|
May 13, 2025 | United States | Seed | 3326 | [+10] | |
Nov 26, 2024 | United States | Series A | 9740 | [+3] | |
Jun 07, 2023 | United States | Series A | 7888 | ||
May 31, 2023 | United States | Series B | 5260 | - |
Team profile of The BHB Fund
The BHB Fund has a team of 5 members located in United States. The BHB Fund's team does not sit on the board of any company as of now.Co-investors of The BHB Fund
Over the past 3 years, 26 investors have co-invested in The BHB Fund's portfolio companies. This includes only funds.
- Invested before The BHB Fund: JAM FINTOP, FINTOP and 9 others have invested in rounds before The BHB Fund. There is 1 company where JAM FINTOP has invested before The BHB Fund and 1 company where FINTOP has invested before The BHB Fund.
- Top Co-investors of The BHB Fund: 15 investors entered a company along with The BHB Fund. These include investors like Raido (1 company).
Recent News related to The BHB Fund
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Agent IQ Secures Capital from Texas-Based Bankers Helping Bankers FundBusiness Wire•May 31, 2023•Agent IQ, The BHB Fund, Latitude38 Venture Partners, FedFis
