What it sells
Modernizing hedge fund back office software and services.
Business model breakdown
Buyer: who owns the budget?
Emerging and institutional hedge fund managers; financial professionals (use-case pages).
Trigger: what makes them buy now?
Launching a new fund, which is slow and costly the traditional way; claims 2 weeks average launch.
Workflow: what inputs become what output?
Fund-in-a-box: Delaware entity formation, PPM and LLCA docs, Form ID/D/ADV filings, KYC/AML investor onboarding, NAV calculation, quarterly financials, compliance, investor portal and banking.
Economics: what it saves and how it charges
Launch fees plus recurring fund-administration fees on funds; claims $1B+ under administration and 200+ funds launched; blue-sky filing fees passed through.
Distribution: how it reaches customers
Sales-led ("Get in touch", demo), educational content (guides, webinars, Fundpedia), Amlaw 100 counsel endorsement.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2021 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.