ai-operating-system
(7)
Capsa AI
Capsa AI is a London- and New York-based startup building an 'AI operating system' for private capital. Its platform indexes a firm's fragmented institutional knowledge - deal memos, emails, CRM notes and documents - and layers agentic AI across the fund lifecycle, from sourcing and due diligence to portfolio monitoring and back-office work. Founded in 2023 by Danyal Ozduzenciler and Callum Downie, the company raised an $18M Series A in June 2026 (about $20M total) to help private equity and private credit firms move faster and surface insights with full source traceability.
Probook
Probook is a New York-based startup building an AI operating system for home services businesses, centered on dispatch. Its software overlays existing tools like ServiceTitan to automatically match the right technician to each job, re-optimize the dispatch board in real time, and handle customer intake and messaging. Founded in 2024 by George Eliadis, Lewis Zhang and Ben Cervantez, the company raised $40 million from Andreessen Horowitz and Sequoia Capital and serves hundreds of HVAC, plumbing and electrical contractors across 35+ states.
Transient.AI
Transient.AI is a New York-based fintech startup building what it calls a Trusted AI Operating System for capital markets - a compliant, explainable intelligence layer that unifies fragmented legacy systems for hedge funds, asset managers, RIAs, and sell-side trading desks. Founded by former traders and technologists from Goldman Sachs, Credit Suisse, UBS, and McKinsey, the company ships a suite of enterprise SaaS platforms (Caddie.AI, ClarityRIA, CapFlo.AI, Sales+) plus specialized AI agents for trade ideas, surveillance, AML, and term sheets. In May 2026 it raised its Series A led by NEXT Investors to scale deployment inside regulated financial institutions.
Avantos
Avantos is an AI-native operating system for client management in financial services. Built on a knowledge graph that connects client data, products, teams, and work, its AI agents power onboarding, servicing, and growth while fitting into existing tech stacks. Founded in 2024 in New York by Bassam Chaptini and Rabih Ramadi, the company launched with Mercer Advisors and raised a $25M Series A led by Bessemer Venture Partners in February 2026, bringing total funding to $35M.
Moment
Moment is a New York fintech building the AI operating system for investment management. Founded in 2022 by former Citadel quants, it unifies trading, portfolio management, research, reporting, and compliance for fixed income and beyond into a single platform with an API layer. In roughly 18 months it grew from powering $300 billion to more than $10 trillion in client assets, working with firms like Edward Jones, LPL Financial, and Hightower Advisors. The company has raised $134 million across rounds led by Index Ventures, with backing from Andreessen Horowitz, Lightspeed, and others.
HappyRobot
HappyRobot is the AI-native operating system for the real economy, deploying autonomous AI workers that handle phone calls, emails, and complex operational tasks for logistics and supply chain enterprises. Founded in 2022 by Pablo Palafox, Luis Paarup, and Javier Palafox, the company emerged from Y Combinator S23 and has raised $62 million in total funding - including a $44M Series B led by Base10 Partners. HappyRobot's AI agents now serve 150+ enterprise customers including DHL, Ryder, Werner, and Schneider, automating millions of voice minutes and hundreds of thousands of emails annually, reducing appointment scheduling from a week to under 30 minutes and delivering collections ROI exceeding 100x.
Wand AI
Wand AI builds an operating system for the agentic workforce - a platform that lets enterprises create, orchestrate, and govern AI agents that work alongside human teams. Founded in 2022 and headquartered in Palo Alto, the company calls its category 'Agentic Labor Infrastructure' and is deployed by clients including Franklin Templeton, Presight (G42), and Nityo Infotech.