smallcase Overview
- Year Founded
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2015
- Status
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Private
- Employees
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379
- Latest Deal Type
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2ndary - Private
- Investors
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29
smallcase General Information
Description
Operator of stock and portfolios curated by investment experts intended to make investing easy and accessible to everyone. The company offers professionally built portfolios using quantitative models, zero management fees, no lock-in, and direct dividend payouts, enabling brokerages and advisory firms to help their clients invest efficiently in stock markets with low-cost diversification.
Contact Information
Website
www.smallcase.comCorporate Office
- Number 51, 3rd Floor, Le Parc Richmonde
- Richmond Road, Shanthala Nagar, Richmond Town
- Bangalore, Karnataka 560025
- India
Corporate Office
- Number 51, 3rd Floor, Le Parc Richmonde
- Richmond Road, Shanthala Nagar, Richmond Town
- Bangalore, Karnataka 560025
- India
smallcase Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 11. Secondary Transaction - Private | 20-Aug-2025 | Completed | Generating Revenue | |||
| 10. Secondary Transaction - Private | 25-Jun-2025 | Completed | Generating Revenue | |||
| 9. Later Stage VC (Series D) | 28-Mar-2025 | Completed | Generating Revenue | |||
| 8. Secondary Transaction - Private | 02-Mar-2023 | Completed | Generating Revenue | |||
| 7. Merger/Acquisition | 03-Aug-2022 | Cancelled | Generating Revenue | |||
| 6. Later Stage VC (Series C) | 18-Aug-2021 | Completed | Generating Revenue | |||
| 5. Later Stage VC (Series B) | 26-Sep-2020 | Completed | Generating Revenue | |||
| 4. Early Stage VC (Series A) | 12-Feb-2019 | Completed | Generating Revenue | |||
| 3. Seed Round | 05-Mar-2018 | $1.62M | $2.07M | Completed | Startup | |
| 2. Seed Round | 17-Aug-2016 | $448K | $448K | Completed | Startup |
smallcase Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Ordinary | ||||||||
| Series C CCCPS | ||||||||
| Ordinary | ||||||||
| Preference | ||||||||
| Ordinary | ||||||||
| Series A CCCPS | ||||||||
| CCCPS | ||||||||
| Ordinary | ||||||||
| Ordinary | 70 | $0.134520 | $80.71 | $80.71 | 1x | $80.71 | 0.05% | |
| Seed | 4,931 | $0.134520 | $80.71 | $80.71 | 1x | $80.71 | 3.55% |
VC Exit Predictor
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Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
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smallcase Comparisons
Industry
Financing
Details
smallcase Competitors (4)
One of smallcase’s 4 competitors is Balance (Calgary), a Venture Capital-Backed company based in Calgary, Canada.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Balance (Calgary) | Venture Capital-Backed | Calgary, Canada | ||||
| Wishfin | Formerly VC-backed | Noida, India | ||||
| FundsIndia | Private Equity-Backed | Chennai, India | ||||
| Fisdom | Formerly VC-backed | Bengaluru, India |
smallcase Related Research & Analysis
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smallcase Signals
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Majestic Referring Domains
smallcase Investors (29)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Elev8 Venture Partners | Growth/Expansion | Minority | ||
| Niveshaay Investment Advisors | Hedge Fund | Minority | ||
| P4 Capital | Venture Capital | Minority | ||
| Relativity Investment Advisors | Impact Investing | Minority | ||
| State Street Investment Management | Asset Manager | Minority |
smallcase Investments (2)
smallcase’s most recent deal was a Joint Venture with Joint Venture (Smallcase / Zerodha). The deal was made on 12-Apr-2023.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Joint Venture (Smallcase / Zerodha) | 12-Apr-2023 | Joint Venture | Asset Management | ||
| Tickertape | 17-Nov-2021 | Seed Round | Financial Software |
smallcase FAQs
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When was smallcase founded?
smallcase was founded in 2015.
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Where is smallcase headquartered?
smallcase is headquartered in Bangalore, India.
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What is the size of smallcase?
smallcase has 379 total employees.
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What industry is smallcase in?
smallcase’s primary industry is Financial Software.
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Is smallcase a private or public company?
smallcase is a Private company.
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What is smallcase’s current revenue?
The current revenue for smallcase is .
-
How much funding has smallcase raised over time?
smallcase has raised $114M.
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Who are smallcase’s investors?
Elev8 Venture Partners, Niveshaay Investment Advisors, P4 Capital, Relativity Investment Advisors, and State Street Investment Management are 5 of 29 investors who have invested in smallcase.
-
Who are smallcase’s competitors?
Balance (Calgary), Wishfin, FundsIndia, and Fisdom are competitors of smallcase.
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