Calculus has completed a follow-on investment into Optalitix, an award-winning technology company delivering low-code SaaS platforms, advanced data analytics, and AI-driven modelling solutions to insurers and financial institutions.
This additional funding reflects both strong commercial momentum and our continued confidence in Optalitix’s ability to modernise legacy, Excel-based workflows across insurance and specialist lending markets. The business has built a robust and expanding client base in the UK and internationally, underlining the growing demand for its solutions.
Founded in 2013 by Jonathan Shapiro and Dani Katz, Optalitix addresses a critical challenge faced by many financial services firms: how to scale complex spreadsheet-based processes without sacrificing flexibility. Its platform enables organisations to transition from manual, Excel-driven models to secure, cloud-hosted systems, enhancing efficiency, governance, and auditability.
Optalitix’s three core products, Optalitix Models, Optalitix Quote, and Optalitix Originate, support insurers and lenders in digitising underwriting and decision-making workflows. By doing so, clients benefit from faster processing, improved risk management, and more consistent outcomes.
This follow-on investment highlights the continued development and scalability of a portfolio company operating in a large and evolving market. As insurers and lenders increasingly prioritise digital transformation, Optalitix is well positioned to capitalise on this structural shift.
Calculus remains committed to supporting high-growth, technology-enabled businesses like Optalitix that address real operational challenges and deliver measurable value to their clients.