PerTrac CMS Overview

  • Founded
  • 1996
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 100
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 3

PerTrac CMS General Information

Description

Provider of analytics, reporting and communications software and services for investment professionals. The company offers asset allocation and investment analysis software. Its solutions cater to pensions, family offices, hedge funds, long-only managers, endowments, sovereign wealth funds, funds of funds and industry service providers.

Contact Information

Website
Formerly Known As
PerTrac, Strategic Financial Solutions
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Financial Software
Other Industries
Communication Software
Primary Office
  • 58 West 40th Street
  • Fourth Floor
  • New York, NY 10018
  • United States
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PerTrac CMS Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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PerTrac CMS Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of analytics, reporting and communications software and services for investment professionals. The company offe
Financial Software
New York, NY
100 As of 2012
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Surrey, Canada
000 As of 0000
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Chicago, IL
000 As of 0000
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PerTrac CMS Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
FinancialCAD Corporation Private Equity-Backed Surrey, Canada 000 000.00 0000000 0000 000.00
00000000 Private Equity-Backed Chicago, IL 000 000 0000000 0000 000
0000000 0000000000 Private Equity-Backed San Francisco, CA 000 000000000000
00000 Accelerator/Incubator Backed Paris, France 0000 000000000000
000000 0000000 Private Equity-Backed Coral Gables, FL 00 00000 000000000 00000
You’re viewing 5 of 7 competitors. Get the full list »

PerTrac CMS Executive Team (9)

Name Title Board Seat Contact Info
Frank Smith Founder
Milt Baehr Founder
You’re viewing 2 of 9 executive team members. Get the full list »

PerTrac CMS Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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PerTrac CMS Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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