About Preferred Return
Preferred Return is a Technology company based in New York (United States) founded in 2011, and was acquired by Gust in June 2016. Cap table management software is provided for equity modeling scenarios. The company was acqui-hired. Its focus areas include FinTech, Finance & Accounting Tech, Financial Planning & Analysis and Equity Administration. Its competitors include BizEquity, Eqvista and Geowox; 3 of its 3 listed competitors have raised funding.
Company details
Preferred Return was founded in 2011 in New York, United States, as a provider of cap table management software in the fintech sector. Convertible notes are modeled, follow-on investment scenarios are simulated, and exit events are evaluated through tools integrated with cap table data. 409A valuation coverage can be added to operations. The platform was acquired by Gust and incorporated into its Gust Equity Management system.
- Headquarters New York, United States
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website preferredreturn.com
- Social LinkedIn X
- Acquired by Gust (Jun 2016)
Investors in Preferred Return
Preferred Return has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Gust.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Startups are connected to investors via a crowdfunding platform. | 2004 | gust.com | New York, United States |
Investor details for Preferred Return
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Preferred Return
338 people are tracked at Preferred Return (71 in leadership, 5 in board & advisors, 262 in team).
| Name | Role | Group |
|---|---|---|
Charly Kevers | CFO | Leadership |
Mike Maganja | Head Of Customer Success, LP Portfolio Analytics | Leadership |
Stephanie Y. | Head Of Marketing, APAC & ME | Leadership |
Henry Ward | Founder & CEO | Leadership |
Kiira Mancasola | Head Of Integrated Marketing And Demand Generation | Leadership |
Miquela T. | Executive Assistant To CMO | Leadership |
Ashley Neville | Director Of Insights | Leadership |
Ulrik Hogrebe | Senior Director of Design | Leadership |
Daniel Silverstein | VP Customer Success | Leadership |
Justin Glaittli | Director Of Support | Leadership |
Aneetha Sampath | Director Of Product Management | Leadership |
Nicole Kahn | VP, Design | Leadership |
Vrushali Paunikar | Chief Product Officer | Leadership |
Ashley Wines | Director, Talent Strategy & Operations | Leadership |
Gavin Yerxa | Chief Of Staff, Product | Leadership |
Hannah Hawkins | Personal Assistant To The CEO | Leadership |
Edouard Mialhe | Director, Finance And Operations | Leadership |
Annie Larson | Director, Global Talent Acquisition | Leadership |
Marci Tonnemacher | Vp, Head Of Total Rewards | Leadership |
Ian Kawamoto | Director Of Customer Success, Small Business & Mid-market | Leadership |
318 more people are available in the full profile.
Complete people profiles for Preferred Return
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Preferred Return
2 dated milestones of Preferred Return across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Preferred Return is founded.
- Exit Acquired by Gust.
Competitors of Preferred Return
Preferred Return has 3 listed competitors in our database, 3 of them funded. They include BizEquity, Eqvista and Geowox.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| bizequity.com | 2010 | Wayne, United States | $5.1M | 25 | Online business valuation engine | |
| eqvista.com | 2018 | Las Vegas, United States | $5M | Cloud-based equity administration solutions are provided for businesses. | ||
| geowox.com | 2017 | New York, United States | $568,419 | AI-based valuation tools for real estate investors are delivered. |
Detailed competitors of Preferred Return
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Preferred Return
Websites that share an audience with Preferred Return (preferredreturn.com).
Websites whose visitors overlap most with Preferred Return. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| investopedia.com | 100% | 15.5M | #4,310 | View details | |
| divestopedia.com | 51% | 10.9K | #2,155,381 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Preferred Return (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Preferred Return
Preferred Return was founded in 2011.
Preferred Return is headquartered in New York, United States. It is registered at New York, New York, United States.
Preferred Return was founded in 2011 in New York, United States, as a provider of cap table management software in the fintech sector. Convertible notes are modeled, follow-on investment scenarios are simulated, and exit events are evaluated through tools integrated with cap table data. 409A valuation coverage can be added to operations. The platform was acquired by Gust and incorporated into its Gust Equity Management system.
Preferred Return has 1 investor. Key investors include Gust.
Yes. Preferred Return was acquired by Gust in June 2016.