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Ellis

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Conversational voice AI for sales lead qualification.

New York City, United StatesFounded 2026Marketing
Valuation $50–100M Last recorded · 2026
Total funding $10–50M Disclosed equity funding
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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 data

At 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

Funding history

1 recorded event

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SEEDOther financing Jul 2026 $10M $40M Immad Akhund · Gallery Ventures · Collide Capital · Khosla Ventures ↗
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Growth signals

Ellis website traffic

Latest recorded traffic for Ellis is 3.9K monthly website visits.

Latest monthly visits3.9K
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Similar companies

Closest operating peers by Dealroom taxonomy

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Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

13 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed13 investors entered at this stage

Founders Hidden — book a demo/100 quality score
Key operators Hidden — book a demo quality score
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · New York City HQ
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Market sentiment

Posts on X, past 7 days

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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