Experienced Global Financial Services Executives

The Pivot Principals each have 25+ years of experience running and investing in financial services businesses, deep domain expertise across retail and wholesale banking and a broad global perspective.

Practitioner’s Lens to Investing

Our partners apply an operators’ lens to validating the durability of business models, understanding the impact of regulations, assessing the buying behavior of financial institutions and their customers and evaluating potential to profitably scale, along with other key investment considerations. 

Tangible Impact Post-Investment

As providers of differentiated capital, our partners serve as Board Members and advisors to our portfolio companies. We leverage our operating backgrounds to support management with business strategy, sales and business development, globalizing the business, making strategic introductions, identifying key talent, etc.

AKBAR POONAWALA, CFA

DINKAR JETLEY

LARRY KLANE