Assette
Boston, US · Delaware LLC
Assette provides content operations software purpose-built for investment management firms, automating client reporting, RFP/DDQ workflows, and data-driven marketing to produce accurate, compliant materials. Founded in 1998, it serves asset managers looking to reduce manual reporting work and data errors.
Founders & leadership
JC
JAMES COLGANNamed on SEC filing
MG
MICHAEL GREATANamed on SEC filing
NK
NALIN KULATILAKANamed on SEC filing
MC
MICHAEL CAVARRETTANamed on SEC filing
TI
THUSITH I. MAHANAMANamed on SEC filing
Reported raises · per SEC filings
Form D private placements$2.3M disclosed across 3 rounds · 2017–2021
▶$1.6MraisedDec 2021 · 5 investors · Other TechnologyRule 506(b)
▶$1.6MraisedDec 2021 · 5 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Nalin KulatilakaDirector
- James ColganDirector
- Michael CavarrettaDirector
- Thusith I. MahanamaExecutive Officer, Director, Promoter
- Amount sold
- $1.6M
- First sale
- Dec 2021
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b
▶$200KraisedDec 2021 · 4 investors · Other TechnologyRule 506(b)
▶$200KraisedDec 2021 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Thusith I. MahanamaExecutive Officer, Director, Promoter
- Michael CavarrettaDirector
- James ColganDirector
- Nalin KulatilakaDirector
- Offering amount
- $200K
- Amount sold
- $200K
- First sale
- Dec 2021
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b
▶$500KraisedSep 2017 · 1 investors · Other Banking and Financial ServicesRule 506(b)
▶$500KraisedSep 2017 · 1 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- JAMES COLGANDirector
- MICHAEL GREATADirector
- NALIN KULATILAKADirector
- MICHAEL CAVARRETTADirector
- THUSITH I. MAHANAMAExecutive Officer, Director
- Offering amount
- $700K
- Amount sold
- $500K
- Minimum investment
- $1
- First sale
- Aug 2017
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
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Frequently asked questions
- What does Assette do?
- Assette provides content operations software purpose-built for investment management firms, automating client reporting, RFP/DDQ workflows, and data-driven marketing to produce accurate, compliant materials. Founded in 1998, it serves asset managers looking to reduce manual reporting work and data errors.
- How much funding has Assette raised?
- Assette has disclosed $2.3M raised across 3 rounds.
- Where is Assette headquartered?
- Assette is headquartered in Boston, US.