Ellis
Conversational voice AI for sales lead qualification.
About Ellis
Ellis is an AI-native operations platform for private credit, founded by Cadre founder Ryan Williams. It builds a unified, source-verifiable data foundation that connects every system a private credit fund relies on — fund administrator outputs, loan-servicing systems, general ledgers, bank feeds, regulatory filings and the spreadsheet models in between. Purpose-built AI agents then take the first pass at recurring work, from reconciling positions and cash flows to LP reporting, SBIC compliance and document intelligence, while human teams remain in control of every material decision. Ellis emerged from stealth in 2026 with more than $10 million in seed funding.
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
Latest news
Press, funding announcements and product moves mentioning Ellis.
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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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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