About Cogency Software
Cogency Software is a company based in Burlingame (United States) founded in 2002 was acquired by Backstop Solutions in June 2015.. Cogency Software has raised $12 million across 4 funding rounds from investors including Backstop Solutions, Apex Venture Partners and USVP. The company has 19 employees as of December 31, 2015. Cogency Software offers products and services including Research Management, Portfolio Management, Data Services, Capital Raising, and Investor Relations. Cogency Software operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.
- Headquarter Burlingame, United States
- Employees 19 as on 31 Dec, 2015
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Cogency Software, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$12 M (USD)
in 4 rounds
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Latest Funding Round
$2 M (USD), Series A
Mar 01, 2007
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Investors
Backstop Solutions
& 6 more
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Employee Count
19
as on Dec 31, 2015
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Acquired by
Backstop Solutions
(Jun 01, 2015)
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Products & Services of Cogency Software
Cogency Software offers a comprehensive portfolio of products and services, including Research Management, Portfolio Management, Data Services, Capital Raising, and Investor Relations. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
System for managing multi-asset research and data requirements.
Platform to monitor risk and return for alternative assets.
Provides feeds for custodial and investor data analysis.
Software for tracking opportunity pipelines in investments.
Tools for personalized investor interactions and reporting.
Funding Insights of Cogency Software
Cogency Software has successfully raised a total of $12M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $2 million completed in March 2007. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Series A — $2.0M
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First Round
First Round
(01 Oct 2003)
- Investors Count 6
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2007 | Amount | Series A - Cogency Software | Valuation |
investors |
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| Dec, 2005 | Amount | Series A - Cogency Software | Valuation |
investors |
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| Dec, 2003 | Amount | Series A - Cogency Software | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Cogency Software
Cogency Software has secured backing from 7 investors, including venture fund investors. Prominent investors backing the company include Backstop Solutions, Apex Venture Partners and USVP. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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VC firm investing in seed and growth stage companies in North America
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Founded Year | Domain | Location | |
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VC firm that focuses on early stage investments in the US
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Founded Year | Domain | Location | |
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Early-stage venture capital investments are focused on US companies.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Cogency Software
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Cogency Software
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cogency Software Comparisons
Competitors of Cogency Software
Cogency Software operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Financial planning and advisory solutions are offered to wealth managers.
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management software
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Cogency Software
When was Cogency Software founded?
Cogency Software was founded in 2002 and raised its 1st funding round 1 year after it was founded.
Where is Cogency Software located?
Cogency Software is headquartered in Burlingame, United States. It is registered at Burlingame, California, United States.
Is Cogency Software a funded company?
Cogency Software is a funded company, having raised a total of $12M across 4 funding rounds to date. The company's 1st funding round was a Series A of $7.5M, raised on Oct 01, 2003.
How many employees does Cogency Software have?
As of Dec 31, 2015, the latest employee count at Cogency Software is 19.
What does Cogency Software do?
Cogency Software, Inc. develops automated accounting and operations solutions for the alternative investment industry. It offers portfolio management, partnership accounting, investor prospecting, fund accounting, and contact and investor relations management solutions for institutions with mixed portfolios of hedge funds, private equity funds and daily traded instruments. The company also provides various modules for fund of hedge funds. The company has strategic alliances with FinAnalytica and HedgeOp Compliance, LLC. Cogency Software, Inc. was formerly known as Manage.Com, Inc. The company was founded in 1997 and is headquartered in Burlingame, California. The company was acquired by Backstop Solutions in 2015.
Who are the top competitors of Cogency Software?
Cogency Software's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does Cogency Software offer?
Cogency Software offers Research Management, Portfolio Management, Data Services, Capital Raising, and Investor Relations.
Who are Cogency Software's investors?
Cogency Software has 7 investors. Key investors include Backstop Solutions, Apex Venture Partners, USVP, Scale Venture Partners, and Altos Ventures Management.
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