Ellis
Conversational voice AI for sales lead qualification.
About Ellis
Ellis is a New York AI-native operations platform for private credit, founded by Cadre founder Ryan Williams with CPO Jason Liao (formerly WeWork and Wonder). It builds a reconciled, source-verifiable data foundation across fund-administrator outputs, loan-servicing systems, general ledgers, bank feeds, regulatory filings and spreadsheet models, then deploys specialised AI agents to take the first pass at recurring work—reconciliation, anomaly detection, LP reporting, SBIC compliance and document intelligence—while humans retain approval on material decisions. Design partners include private credit managers such as Treville Capital Group, and Ellis says it has engaged a broader partner network representing more than $50 billion in cumulative AUM. In July 2026 Ellis emerged from stealth with more than $10 million in seed funding led by First Round Capital, with Kearny Jackson, 645 Ventures, Harlem Capital, Khosla Ventures, Slow Ventures, Wilshire Lane, Westbound, Collide Capital, Gallery Ventures and angels including Mellody Hobson, Josh Kushner and Immad Akhund, to expand the team and deepen workflows across reconciliation, reporting and compliance. Sources: Ellis press 30 Jul 2026; TechCrunch; Forbes; ellis.ai.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2026
- Headquarters
- New York City, United States
- Open positions
- None listed
- Dealroom signal
- 18.3/100
- Industry
- Marketing, Enterprise Software
- Sub-industry
- CRM & Sales
- Sector
- Marketing, Alternative Investments, genAI Applications, AI Data Preparation and Generation
- Technology
- Recognition Technology
- Business model
- SaaS
- Client focus
- b2b
- Links
- Website
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SEEDOther financing | Jul 2026 | $10M | $40M | Immad Akhund · Gallery Ventures · Collide Capital · Khosla Ventures | ↗ |
Growth signals
Latest recorded traffic for Ellis is 3.9K monthly website visits.
Open positions
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed13 investors entered at this stage
First Round Capital
Immad Akhund- GVGallery Ventures
Collide Capital
Khosla Ventures
Westbound Equity Partners- JKJosh Kushner
Slow Ventures
645 Ventures
Harlem Capital Partners
Westbound & Down
Wilshire Lane Capital- MHMellody Hobson
Source: Dealroom Talent Intelligence.
Global footprint
Market sentiment
An AI-synthesised read of the highest-engagement posts about Ellis on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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