Weekly deal review

Siftwell

Risk identification for insurers and healthplans

$4.25mm in live revenue in ARR; 100% NRR; ~70% GM

Siftwell Analytics is a niche, operator-driven AI analytics provider that turns complex member data into focused, actionable plans — helping health plans act faster, target more precisely, and improve outcomes.

Duranta

The AI sales and operations platform for landscape and field service businesses.

$2.7mm in revenue

Arlo

$3.7mm in ARR

ManyCo

Vertical AI for Inventory Recovery

$6.4mm in revenue; live across 150 brands; burning ~$250k/mo