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Kurtosys

Kurtosys
2002 FOUNDED
PRIVATE STATUS
101-200 EMPLOYEES
Later Stage VC LATEST DEAL TYPE
$5.28M LATEST DEAL AMOUNT
3 INVESTORS
Description

Provider of a digital marketing platform designed to manage customers and market data. The company's platform helps to deliver a broad range of fund marketing and investor servicing features including investment management websites, fund data tools, digital factsheets, secure investor portals and document libraries, enabling financial advisory firms to transform how their financial data is presented, distributed and consumed by investors.

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Media and Information Services (B2B)
Information Services (B2C)
Primary Office
  • 5171 Glenwood Avenue
  • Suite 460
  • Raleigh, NC 27612
  • United States

+1 (646) 000-0000
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Kurtosys Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC 21-Jan-2016 $5.28M 000.00 Completed Generating Revenue
3. Later Stage VC (Series C) 20-Dec-2013 000 000.00 Completed Generating Revenue
2. Later Stage VC (Series B) 05-Aug-2008 $5M $8.4M Completed Generating Revenue
1. Early Stage VC (Series A) 22-Oct-2006 $3.4M $3.4M Completed Startup
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Kurtosys Competitors (32)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sitecore Private Equity-Backed San Francisco, CA 000 000000000000
00000000 Venture Capital-Backed Vancouver, Canada 000 00.000 0000000000 0 00.000
00000000 Venture Capital-Backed Seattle, WA 000 00000 00000000000 00000
00000.00 Venture Capital-Backed San Diego, CA 00 00.000 0000000000 0 00.000
0000000000 0000000 Formerly VC-backed Burlington, MA 000 00000 000000&0 00000
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Kurtosys Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 (0000000000 03-Aug-2011 000000000000000000 Social/Platform Software 0000000 00000
FundWorks Global 05-Oct-2009 Merger/Acquisition Automation/Workflow Software 0000000 00000
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Kurtosys Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Suba Subramaniam Angel (individual) Minority 000 0000 000000 0
Triangle Peak Partners Venture Capital Minority 000 0000 000000 0
True Ventures Venture Capital Minority 000 0000 000000 0

Kurtosys Executive Team (17)

Name Title Board
Seat
Contact
Info
Mainesh Patel Co-Founder & Chief Executive Officer
Scott Gellman Co-Chief Financial Officer & Chief Operating Officer
Chris Trapp Co-Chief Financial Officer
Stephen Zucknovich Chief Technology Officer
Marc Schraer Chief Revenue Officer

8 Former Executives

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Kurtosys Board Members (5)

Name Representing Role Since Contact
Info
David Pesikoff Triangle Peak Partners Board Member 000 0000
Harry Thompson Kurtosys Co-Founder & Board Member 000 0000
Philip Black True Ventures Board Member 000 0000
Randall Orbon Self Board Member 000 0000

1 Former Board Member

You’re viewing 4 of 5 board members. Get the full list »