IPO (filed, not completed) closed September 2021, led by Goldman Sachs & Co. LLC.[9]

Round size and post-money valuation are not publicly disclosed.

Named investors include Vista Equity Partners.[13][16]

Marc Scheipe, Chief Executive Officer[2][3][4][5]

Dmitri Sedov, Chief Data & Analytics Officer[2][3][4][5]

Ivan Latanision, Chief Product & Marketing Officer[2][3][4][5]

Steven Kilby, Chief Technology Officer[2][3][4][5]

SS&C Eze · ssctech.com · Same buyer (alternative asset managers), same workflow (portfolio management, trade order management, compliance), and same budget (investment technology spend).[13][1]

Dynamo Software · dynamosoftware.com · Same buyer (private equity and venture capital GPs), same workflow (portfolio monitoring, investor relations, fund accounting), and direct competitive overlap.[13][3]

Addepar · addepar.com · Overlapping buyer (wealth managers, family offices, institutional investors) and workflow (portfolio analytics, reporting, data aggregation).[13]

Backstop Solutions · backstopsolutions.com · Overlapping buyer (institutional investors, fund administrators) and workflow (data management, reporting, investor relations).[13]

Calypso Technology · calypso.com · Overlapping workflow (trade order management, compliance, portfolio management) for credit and capital markets desks.[13]

The customer proof is company-sourced only. No independent source in this ledger confirms it.[15]

Ask for one referenceable production customer.

Not a recommendation. The first thing this ledger cannot answer.

Filled in the side panel for invited readers. This card carries sourced facts only.