FundGuard Stock

fundguard.comFinTech / FinTech softwareFounded: 2018Funding to Date: $160.82MM

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 Dedham, MA.

Register To Buy and Sell Private Company Shares

For more details on private stock price information, financing and valuation for FundGuard, register or login.
Please provide a valid email address.

By registering, you agree to Forge’s Terms of Use. Already registered? Log in

FundGuard Stock Price

Forge Price 1
Price not yet available
Last Closed Trade 2
Close Date
xx/xx/xx
Last Closed Trade Price
$xx.xx
Last Funding Round (LFR)
Date
xx/xx/xx
Price per Share
$xx.xx

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 Blumberg Capital, Euclidean Capital, Hamilton Lane, Key1 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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Euclidean Capital, Hamilton Lane, Key1 Capital, Team8
03/25/2024 Series C $100.29MM $xx.xx $439.31MM Blumberg Capital, Euclidean Capital, Hamilton Lane, Key1 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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Euclidean Capital, Hamilton Lane, Key1 Capital, Team8
04/19/2022 Series B-1 $14.39MM $xx.xx $231.58MM Blumberg Capital, Cerca Partners, Citi, Lionbird, State Street Corp, Team8
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Cerca Partners, Citi, Lionbird, State Street Corp, Team8
04/19/2022 Series B $26.19MM $xx.xx $231.58MM Blumberg Capital, Cerca Partners, Citi, Lionbird, State Street Corp, Team8
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Cerca Partners, Citi, Lionbird, State Street Corp, Team8
02/23/2021 Series A-1 $1.87MM $xx.xx $46.27MM Blumberg Capital, Heidi Miller, Jack Klinck, Jay Mandelbaum, Lionbird, Maccabee Ventures, Mindset Ventures, Stanton Green, Team8
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Heidi Miller, Jack Klinck, Jay Mandelbaum, Lionbird, Maccabee Ventures, Mindset Ventures, Stanton Green, Team8
02/23/2021 Series A $9.82MM $xx.xx $46.27MM Blumberg Capital, Heidi Miller, Jack Klinck, Jay Mandelbaum, Lionbird, Maccabee Ventures, Mindset Ventures, Stanton Green, Team8
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Heidi Miller, Jack Klinck, Jay Mandelbaum, Lionbird, Maccabee Ventures, Mindset Ventures, Stanton Green, Team8
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Lionbird

FundGuard Investors Also Invested in These Private Companies

Leadership & Board

Leadership

Lior Yogev
Co-Founder & Chief Executive Officer
John Lehner
President
Yaniv Zecharya
Co-Founder & Chief Technology Officer
Uri Katz
Co-Founder & Vice President of Research and Development
Amnon Zur
Vice President of Finance

Board

Bruce Taragin JD
Blumberg Capital
Sarit Firon
Team8
Yuval Ariav
LionBird

FundGuard stock FAQs

plusminus

Can you buy FundGuard stock?

As FundGuard is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like FundGuard, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
plusminus

How to buy FundGuard stock?

To invest in a private company like FundGuard through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)

  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
plusminus

Can you sell FundGuard stock?

Yes, you may sell the FundGuard stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
plusminus

How to sell FundGuard stock?

If you hold private company shares of FundGuard – whether as an employee or an early investor – Forge can help you sell them.

  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your FundGuard on our platform.
  3. Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.
plusminus

Is FundGuard a public company?

No, FundGuard is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
plusminus

What is FundGuard’s stock price?

FundGuard is a privately held company and therefore does not have a public stock price. However, you may access FundGuard private market stock price with Forge Data.
plusminus

What is FundGuard’s stock ticker symbol?

FundGuard does not have an official ticker symbol because this company is not currently publicly traded.
plusminus

Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

FundGuard News and Media Highlights

FundGuard Closes $100M Series C Funding Round

FundGuard, the industry’s first fully cloud-native, AI-powered, multi-asset class investment accounting platform for asset managers, asset owners, custodian banks and fund administrators today announced the successful closure of its Series C funding round, amounting to $100 million. This latest round of investment - led by Key1 Capital and new investors including Euclidean Capital and funds managed by Hamilton Lane - marks another significant milestone on FundGuard’s path towards becoming the industry’s new era investment accounting utility.
Browse Insights
Updated on: Dec 17, 2024

PLEASE READ THESE IMPORTANT LEGAL NOTICES & DISCLOSURES

1. Forge Price™ is a custom data-point calculated and disseminated by Forge Data LLC (“Forge Data”) and is a mark of Forge Data. Forge Price may rely on a very limited number of inputs in its calculation. Forge Price is prepared and disseminated solely for informational purposes. Redistribution is permitted solely with Forge’s written consent. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of Forge Price, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of Forge Price. Forge Price is derived from secondary activity on the Forge platform and other private market trading platforms, and other publicly-available datapoints collected by Forge.  Forge Price is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Neither reference to company names, nor calculation of Forge Price for a specific company, implies any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company.

2. The Last Closed Trade price displayed reflects the price at which the last trade in this company's security occurred on Forge, and can include secondary trades in any class of the company's security, or trades in units of funds holding the company's securities (the economics of which differ versus direct company ownership). The date displayed reflects the date on which the last trade in this company's security closed on Forge. This may be several weeks after the terms of the trade were agreed upon between the buyer and seller. In case of multiple trades closed on the same date, the price displayed is of either (i) the trade which terms were agreed upon most recently; or (ii) the trade with the higher notional value.

‘Stock Price’ or other private company metrics (‘PC Data’) may rely on a very limited number of trade and/or IOI inputs in their calculation. PC Data is prepared and disseminated solely for informational purposes. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of PC Data, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of PC Data. PC Data is derived from the performance and pricing of secondary activity on the Forge platform and other private market trading platforms. PC Data is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Reference to company names does not imply any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company.

Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.

Investing in private company securities is not suitable for all investors, is highly speculative, is high risk, and investors should be prepared to withstand a total loss of their investment. Private company securities are highly illiquid and there is no guarantee that a market will develop for such securities. Each investment carries its own risks, and investors should conduct their own due diligence regarding the investment, including obtaining independent professional advice. Past performance is not indicative of future results. This is not a recommendation, offer, solicitation of an offer, or advice to buy or sell securities by Forge, nor an offer of brokerage services in any jurisdiction where Forge is not permitted to offer brokerage services. Brokerage products and services are offered by Forge Securities LLC, a registered broker-dealer and member FINRA/SIPC. Please see other important disclaimers, disclosures and restrictions you acknowledge by using this website and to which you are subject.