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Kurtosys

Kurtosys
2002 FOUNDED
PRIVATE STATUS
51-200 EMPLOYEES
Later Stage VC LATEST DEAL TYPE
$5.28M LATEST DEAL AMOUNT
3 INVESTORS
Description

Provider of digital marketing and data tool designed to manage customers and market data. The company's digital marketing and data tool helps deliver a broad range of fund marketing and investor servicing solutions 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
Information Services (B2C)
Other Industries
Financial Software
Communication Software
Primary Office
134 Fifth Avenue
3rd Floor
New York, NY 10011
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 Investments & Acquisitions (2)

Company Name Date Type Deal Size Industry Lead Partner
000000 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 (15)

Name Title Board
Seat
Contact
Info
Mainesh Patel Co-Founder & Chief Executive Officer
Jeff Hendren Chief Executive Officer & Board Member
Scott Gellman Chief Financial Officer & Chief Operating Officer
Stephen Zucknovich Chief Technology Officer
Sunil Odedra Director of of Engineering & Infrastructure, Head of Product Engineering and Senior Software Develop

5 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
Jeff Hendren Kurtosys Chief Executive Officer & Board Member 000 0000
Philip Black True Ventures Board Member 000 0000
Randall Orbon Self Board Member 000 0000
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