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Northstar

1999 FOUNDED
M&A STATUS
Debt LATEST DEAL TYPE
$1.75M LATEST DEAL AMOUNT
Description

Provider of enterprise-class wealth management and asset management solutions to financial services firms, including investment banks, leading brokerage firms, private banks, commercial banks, insurance companies and asset management providers. The company provides links to a firm's full life-cycle advisory process, investor profiling, wealth planning, investment selection & implementation, client monitoring, portfolio reporting and client review through an integrated suite of wealth management solutions.

Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Primary Industry
Asset Management
Other Industries
Financial Software
Acquirer
Primary Office
  • 44 West 28th Street
  • 8th Floor
  • New York, NY 10001
  • United States

+1 (212) 000-0000
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Northstar Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Debt - General 30-Jun-2016 $1.75M 00.000 Completed Generating Revenue
7. Merger/Acquisition 16-Feb-2012 000.00 Completed Generating Revenue
6. Later Stage VC (Series E) 14-Nov-2007 0000 000.00 000.00 Completed Generating Revenue
5. Convertible Debt 11-Dec-2006 00.00 000.00 Completed
4. Later Stage VC (Series D) 10-Oct-2006 00.00 000.00 000.00 Completed Generating Revenue
3. Later Stage VC (Series C) 10-Jan-2005 000 000.00 000.00 Completed Generating Revenue
2. Early Stage VC 02-Jun-2004 $11.5M $19.2M Completed Product Development
1. Early Stage VC $7.7M $7.7M Completed
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Northstar Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series E 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series D 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series C 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series B 0,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series A3 0,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series A2 14,257,405 $0.001000 8% $0.26 $0.06 0x $0.26 8.05%
Series A1 521,190 $0.001000 8% $0.26 $0.03 0x $0.26 0.29%
To view this company’s complete Cap Table, request access »

Northstar Former Investors (13)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Benchmark Capital Venture Capital Minority 000 0000 000000 0
Chess Ventures Venture Capital Minority 000 0000 000000 0
Crown Predator Holdings Venture Capital Minority 000 0000 000000 0
H.I.G. BioHealth Partners Venture Capital Minority 000 0000 000000 0
Lake Street Capital PE/Buyout Minority 000 0000 000000 0
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Northstar Executive Team (16)

Name Title Board
Seat
Contact
Info
Amar Kak Chief Technology Officer
Rebekah Elliott Director of Marketing & Events
Sanjeev Jain Vice President, Product Development
Cary Liu Advisor
Robert Lawrence Zangrillo Founder & Chairman

5 Former Executives

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Northstar Board Members (6)

Name Representing Role Since Contact
Info
Barbara McKee JD Self Board Member 000 0000
Michael Nibarger Self Board Member 000 0000
Robert Lawrence Zangrillo Self Founder & Chairman 000 0000
Thomas McGill Self Board Member 000 0000
Timothy Bernardez Self Board Member 000 0000

1 Former Board Member

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