What it sells
AI-powered settlement for financial securities
Business model breakdown
Buyer: who owns the budget?
UnverifiedHeads of operations at hedge funds, brokers and asset managers handling post-trade settlement.
Trigger: what makes them buy now?
UnverifiedManual daily reconciliation of emails, PDFs and Excel prime-broker statements and settlement exceptions.
Workflow: what inputs become what output?
AI agents ingest any format (emails, PDFs, Excel, PB statements), extract data, reconcile against internal systems and handle exceptions automatically.
Distribution: how it reaches customers
Demo-led (Schedule a Demo).
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2024 | — | 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.