FundGuard is a fintech company specializing in investment management solutions. The company is a developer of a cloud-based platform that uses artificial intelligence with the goal of enhancing investment accounting operations for asset managers, custodian banks, and fund administrators. FundGuard's platform has a mission to handle multiple asset classes and aims to revolutionize investment operations with its data integration and AI-driven processes. The company’s approach strives to help manage investments more effectively, ensure compliance with new regulations, and adapt to new asset classes like cryptocurrencies. FundGuard was founded by Lior Yogev, Uri Katz, and Yaniv Zecharya in 2018 and is headquartered in New York, NY.

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To invest in FundGuard pre-IPO

Can you invest in FundGuard pre-IPO?

FundGuard is a privately held company and is not publicly traded, therefore investing in FundGuard pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

Can you sell shares of FundGuard before it goes public?

You can seek to sell your shares in FundGuard while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.

What is the pre-IPO value of my FundGuard shares?

To determine the value of your FundGuard shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your FundGuard shares. You can also learn more about how to sell your private shares before getting started.

Is FundGuard a publicly traded company?

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

To learn more about FundGuard potential IPO

Will FundGuard go IPO?

FundGuard has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.

What is FundGuard’s IPO price?

The FundGuard IPO price does not exist at this time, as FundGuard is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to FundGuard register for Forge Markets, today.

When was FundGuard founded?

FundGuard was founded in 2018.

What is FundGuard funding to date?

FundGuard has raised $160.82MM to date.

Who are FundGuard’s major investors?

Euclidean Capital
Kreos Capital
Blumberg Capital
Plug and Play Tech Center
Cerca Partners
Citigroup
Key 1 Capital
Mindset Ventures
Team8
Hamilton Lane
State Street
Maccabee Ventures
LionBird

FundGuard Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
03/25/2024 Series C-1 $3.64MM $xx.xx $439.31MM Key1 Capital, Euclidean Capital, Hamilton Lane, Blumberg Capital, Team8
Price per Share
$xx.xx
Shares Outstanding
1,257,211
Liquidation Pref Order
1
Liquidation Pref As Multiplier
2.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Key1 Capital, Euclidean Capital, Hamilton Lane, Blumberg Capital, Team8
03/25/2024 Series C $100.29MM $xx.xx $439.31MM Key1 Capital, Euclidean Capital, Hamilton Lane, Blumberg Capital, Team8
Price per Share
$xx.xx
Shares Outstanding
34,635,209
Liquidation Pref Order
1
Liquidation Pref As Multiplier
2.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Key1 Capital, Euclidean Capital, Hamilton Lane, Blumberg Capital, Team8
04/19/2022 Series B-1 $14.39MM $xx.xx $231.58MM Citi, State Street Corp, Blumberg Capital, LionBird, Team8, Cerca Partners
Price per Share
$xx.xx
Shares Outstanding
6,540,450
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Citi, State Street Corp, Blumberg Capital, LionBird, Team8, Cerca Partners
04/19/2022 Series B $26.19MM $xx.xx $231.58MM Citi, State Street Corp, Blumberg Capital, LionBird, Team8, Cerca Partners
Price per Share
$xx.xx
Shares Outstanding
11,906,088
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Citi, State Street Corp, Blumberg Capital, LionBird, Team8, Cerca Partners
02/23/2021 Series A-1 $1.87MM $xx.xx $46.27MM Blumberg Capital, LionBird, Team8, Jack Klinck, Heidi Miller, Jay Mandelbaum, Stanton Green, Mindset Ventures, Maccabee Ventures
Price per Share
$xx.xx
Shares Outstanding
4,316,771
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Blumberg Capital, LionBird, Team8, Jack Klinck, Heidi Miller, Jay Mandelbaum, Stanton Green, Mindset Ventures, Maccabee Ventures
02/23/2021 Series A $9.82MM $xx.xx $46.27MM Blumberg Capital, LionBird, Team8, Jack Klinck, Heidi Miller, Jay Mandelbaum, Stanton Green, Mindset Ventures, Maccabee Ventures
Price per Share
$xx.xx
Shares Outstanding
18,135,626
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Blumberg Capital, LionBird, Team8, Jack Klinck, Heidi Miller, Jay Mandelbaum, Stanton Green, Mindset Ventures, Maccabee Ventures
10/18/2018 Series Seed $4.63MM $xx.xx $15.43MM Blumberg Capital, LionBird
Price per Share
$xx.xx
Shares Outstanding
11,742,135
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Blumberg Capital, LionBird
Updated on: Nov 17, 2024

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