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
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- Legal Name Cogency Software, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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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.
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.
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.
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VC firm investing in seed and growth stage companies in North America
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VC firm that focuses on early stage investments in the US
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Early-stage venture capital investments are focused on US companies.
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Investor details for Cogency Software
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- Investor locations
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by Cogency Software
Investment portfolio details for Cogency Software
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Financial Statements - Cogency Software
Detailed financials for Cogency Software
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Cogency Software Comparisons
Peer comparison for Cogency Software
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Portfolio management software for financial advisors
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Portfolio management solutions are offered to financial advisors.
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Financial planning and advisory solutions are offered to wealth managers.
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Digital wealth tools are provided to empower financial advisors.
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Integrated wealth management solutions are offered for advisors and institutions.
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Portfolio management software
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Detailed competitors of Cogency Software
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Latest news on Cogency Software
Complete news archive for Cogency Software
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Frequently Asked Questions about Cogency Software
Cogency Software was founded in 2002 and raised its 1st funding round 1 year after it was founded.
Cogency Software is headquartered in Burlingame, United States. It is registered at Burlingame, California, United States.
Cogency Software is a funded company, having raised a total of $12M across 4 funding rounds to date.
As of Dec 31, 2015, the latest employee count at Cogency Software is 19.
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.
Cogency Software's top competitors include Altruist, Nucleus Financial and QPLIX.
Cogency Software offers Research Management, Portfolio Management, Data Services, Capital Raising, and Investor Relations.
Cogency Software has 7 investors. Key investors include Backstop Solutions, Apex Venture Partners, USVP, Scale Venture Partners, and Altos Ventures Management.