Amount$3M
SeriesSeries A
AnnouncedAug 28, 2013
SectorFintech, Advisory, Wealth Management
Solid
A solid round with healthy fundamentals.
Round size vs peers
Smaller than the typical Series A round.
Syndicate size
Single investor — limited external validation.
Insider conviction
1 existing investor re-upped — insiders doubling down.
Investor track record
Backed by established, high-track-record investors.
Heuristic read of round size vs peers, syndicate size, insider conviction, and investor track record. Not investment advice.
vs. Series A rounds (995)
Round size distribution6th pct
smaller Series A roundslarger
vs. Fintech, Advisory, Wealth Management (7)
Round size in sector29th pct
$3Mthis round: $3M$60M
