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PerTrac CMS

PerTrac CMS
1996 FOUNDED
M&A STATUS
91-100 EMPLOYEES
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
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.

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

PerTrac CMS Valuation and Funding

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

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PerTrac CMS Competitors (10)

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
000000 Private Equity-Backed New York, NY 000 000.00 000000&0 000.00
0000000 0000000000 Private Equity-Backed San Francisco, CA 000 000000000000
00000 Accelerator/Incubator Backed Paris, France 0000 000000000000
00000 00000000 000 Private Equity-Backed San Diego, CA 00 000.00 000000000
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PerTrac CMS Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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PerTrac CMS Executive Team (9)

Name Title Board
Seat
Contact
Info
Frank Smith Founder
Milt Baehr Founder

7 Former Executives

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