Discover if this is a suitable investor for your startup. If they are we'll make a warm introduction for free. Otherwise, we'll connect you with matching investors.
Viewpoint, founded in 2021 and based in New York City, is a venture capital firm focused on investing in tech-enabled platforms that support producer-led markets. These markets, which include sectors such as real estate, financial services, and healthcare, represent approximately 20% of the U.S. economy. The firm closed its inaugural fund, Viewpoint Ventures Fund I, L.P., at nearly $150 million in October 2023, with St. Paul Fire and Marine Insurance Company serving as the sole anchor limited partner.
The firm operates with a thesis-driven approach, emphasizing the importance of human producers—such as financial advisors, insurance agents, and real estate brokers—who are central to the value chain in their respective industries. Viewpoint's investment strategy is designed to empower these producers through technology, rather than disintermediating them.
Viewpoint's team consists of experienced professionals with backgrounds in venture capital, insurance, and wealth management. The firm is committed to building a portfolio that not only includes financial returns but also enhances the operational capabilities of its portfolio companies through access to its Forward Network, a partnership platform that connects over 70 leading insurers and distribution organizations.
Viewpoint invests primarily in tech-enabled platforms that cater to producer-led markets, focusing on sectors such as fintech, healthcare, consumer, commerce, and proptech. The firm targets investments at the Series B stage and later, although it may consider seed and seed-plus opportunities if there is strong conviction in the business model. Key areas of investment include wealth management, real estate, integrated health, health & benefits, charter flights, travel, property and casualty insurance, live events, and social selling.
The firm emphasizes the use of artificial intelligence to enhance these often analog and fragmented markets. Viewpoint seeks to partner with startups that demonstrate a clear understanding of their market and a strong value proposition for their target customers. The firm values founders who are deeply knowledgeable about their industries and who can articulate a compelling vision for their companies.
Viewpoint's portfolio features a range of companies that provide technology and business services across various sectors. Notable investments include:
These investments reflect Viewpoint's commitment to supporting tech-enabled solutions that empower producers in their respective markets.
Drew Aldrich: Founder and Managing Partner. Drew has over 10 years of experience in venture capital, focusing on insurance and wealth management. He was previously a Managing Director and Investment Committee member at American Family Ventures and a founding team member at AXA Venture Partners.
Ori Ben Yishai: Partner. Ori brings extensive experience in venture capital and has a strong background in technology investments.
Ryan Frisbie: Partner. Ryan has a proven track record in identifying and supporting high-potential startups in the fintech and healthcare sectors.
Ayman Babikir: Associate. Ayman supports the investment team with research and analysis, focusing on emerging trends in technology.
Grace DeVries: Executive Assistant & Marketing Coordinator. Grace manages administrative tasks and marketing efforts for the firm.
Joe Guastella: Venture Partner. Joe provides strategic insights and guidance based on his extensive experience in the venture capital space.
Geordan Mandell: Chief of Staff and VP of Operations and Finance. Geordan oversees the firm's operations and financial management.
Joanna McNamara: Executive Director. Joanna plays a key role in managing the firm's strategic initiatives and partnerships.
Sean Song: Vice President. Sean focuses on deal sourcing and portfolio management, leveraging his expertise in venture capital.
To pitch Viewpoint, founders should submit their proposals through the firm's website at viewpoint.vc. The pitch deck should include a clear overview of the business model, market opportunity, and how the technology supports producer-led markets. Founders are encouraged to provide data-driven insights and a compelling narrative about their vision.
Response times may vary, but founders can expect to hear back within a few weeks. While warm introductions are preferred, the firm is open to reviewing unsolicited pitches that meet their investment criteria.
In October 2023, Viewpoint announced the closing of its inaugural fund, Viewpoint Ventures Fund I, L.P., at nearly $150 million. This fund aims to invest in tech-enabled platforms within producer-led markets.
In October 2024, Viewpoint co-led a $72 million Series C round for Farther, a tech-enabled independent registered investment advisor, achieving a post-money valuation of $542 million. This investment aligns with Viewpoint's focus on wealth management and producer-led markets.
What are Viewpoint's investment criteria?
Viewpoint primarily invests in tech-enabled platforms within producer-led markets, focusing on sectors such as fintech, healthcare, and real estate. The firm targets Series B and later investments but may consider earlier stages if the business model shows strong potential.
How can I pitch to Viewpoint?
Founders can pitch to Viewpoint through their website at viewpoint.vc. It is recommended to include a clear business model, market analysis, and details on how the technology empowers producers in your pitch deck.
What makes Viewpoint different from other VCs?
Viewpoint's unique focus on producer-led markets sets it apart. The firm emphasizes enhancing the role of human producers through technology rather than disintermediating them, which aligns with their investment thesis.
What is the geographic scope of Viewpoint's investments?
Viewpoint primarily invests in companies based in the United States, focusing on sectors that are integral to the U.S. economy.
What is Viewpoint's post-investment involvement like?
Viewpoint actively engages with its portfolio companies, providing access to its Forward Network, which includes over 70 leading insurers and distribution organizations, to help enhance customer development and distribution partnerships.
What is the size of Viewpoint's fund?
Viewpoint's inaugural fund, Viewpoint Ventures Fund I, L.P., closed at nearly $150 million in October 2023.
All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, trademarks, and brands does not imply endorsement.