Raised $20M across disclosed rounds.[1][3][12]

Series A closed May 2026, led by Base10 Partners.[1][2][3]

post-money valuation is not publicly disclosed.

Named investors include Base10 Partners, Y Combinator, General Catalyst, Wayfinder Ventures, Commerce Ventures, Transpose Platform, Liquid2 Ventures, Kulveer Taggar, Twenty Two Ventures, Rogue Capital.[1][3][9]

Dave Feldman, Co-Founder & CEO[7][9][12][8][11]

Ed Schembor, Co-Founder & CTO[7][9][12][8][11]

Derick Edwards, Director of Sales[7][8][11][9][12]

Kyle Koleber, Head of Growth Engineering[7][8][11][9][12]

Mariana Consuegra, Founding Product Manager[7][8][11][9][12]

Kate Kruger, Founding Marketing Manager[7][8][11][9][12]

Tal Magdish, Founding Engineer[7][8][11][9][12]

ComplySci · complysci.com · Same buyer (CCOs at RIAs and broker-dealers), same workflow (employee compliance, attestations, policy management) — the core overlap with Greenboard's employee compliance and firm compliance modules.[17][18]

Smarsh · smarsh.com · Direct product overlap with Greenboard's 17a-4-compliant communications archiving and AI supervision module; same broker-dealer and RIA buyer, same FINRA/SEC recordkeeping budget.[17][18]

Docupace · docupace.com · Listed among Greenboard competitors on Craft.co and Tracxn; overlaps on the wealth manager and RIA buyer segment and back-office compliance workflow automation.[17][18]

Luthor · luthor.ai · similar, not yet paired · Named as a direct Greenboard alternative on luthor.ai's own resources page, targeting the same RIA/broker-dealer compliance buyer and workflow.[19]

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