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.
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
|
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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
|