Top 10 Legal Tech Capital Raises and Investors in the U.S. – January 1st – 31st, 2026
Several interesting transactions closed in the Legal Tech sector over the past month. If you would like more info on these deals or would like to discuss the capital raising market for your company, please contact me.
Buyout/LBO
- Traced Technologies, timekeeping and billing software that captures billable time for law firms and reduces client billing deductions, acquired by Actionstep, via its financial sponsor Serent Capital, through an LBO.
Early Stage VC
- Glaze AI, an AI native operating system that streamlines workflows for in-house legal teams, raised $10 million of venture funding in a deal led by Sequoia Capital.
- Third Chair, legal workflow automation tools that improve operational efficiency in law departments, raised $2.3 million of venture funding from 468 Capital and FundersClub and other.
Angel
- Citrus Closing Group, a title insurance and closing platform that manages and completes real estate closings with clarity and care, raised $100,000 of angel funding.
- Legata, a legal estate planning platform that simplifies and modernizes the creation and management of personalized legal documents, raised $725,000 of angel funding in the form of SAFE notes.
Accelerator/Incubator
- Asurity, compliance-focused technology that automates and streamlines regulatory processes for the mortgage and consumer lending industries, joined Microsoft for Startups as a part of its Third Cohort of Switzerland AI Tech Accelerator.
- Fed10, an AI-driven legislative intelligence platform that helps identify, understand, and respond to regulatory and policy risks, joined Y Combinator as a part of its Winter 2026 Batch and received $500,000 in funding in the form of SAFE notes.
- LegalOS, AI-powered immigration legal services that guide users through the visa process, joined Y Combinator as part of its Winter Batch in 2026 and received $500,000 in funding in the form of SAFE notes.
- Loma, an integrated practice platform and financial management services that help mental health clinicians launch compliant private offices and manage ongoing business administration, joined Forum Ventures and received $100,000 in funding in the form of SAFE notes.
- Tradelok, artificial intelligence-based IP risk intelligence platform that protects intellectual property, confidential information, and trade secrets, joined Aurelia Ventures.
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Jim Miehls
Managing Director
Successful senior financial services executive with over 37 years of experience in investment banking and fixed income. Extensive product and market knowledge in taxable and tax-exempt securities. Large client base spans financial institutions, corporations, mutual funds, money managers, public funds, and insurance companies. Numerous awards earned for outstanding production and proven loyal customer service. Distinct ability to attract and maintain long term customer relationships. Intense product focus maintained over decades in challenging markets and interest rate cycles. Advanced public speaking skills leading to numerous invitations as keynote speaker at professional business events. Consistent leadership and thoughtful team building skills. FINRA Series 7, 52, 63 and 79 licenses.
- Email: jmiehls@castleplacement.com
- (C) (614) 657-8398
 Jim MiehlsManaging Director |
Please contact me if you have any questions or would like to discuss your capital raise:
Email: jmiehls@castleplacement.com
(C) (614) 657-8398
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Sources: Information on this page was derived from a variety of sources including Bloomberg, Company Websites, Crunchbase, PitchBook and other news outlets. Castle Placement® does not warrant or guarantee this information, nor makes any representations as to the accuracy of the information. For more Risks, see CPGO Risks and Disclaimers.
