FundGuard Stock

www.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 New York, NY.

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Private Market Pricing DetailsValuation & Financings

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 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

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

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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.
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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.
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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.
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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.
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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.
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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.
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What is FundGuard’s stock ticker symbol?

FundGuard does not have an official ticker symbol because this company is not currently publicly traded.
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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’s news and media highlights

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.
Updated on: Nov 17, 2024

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