Fundraising FoxBriefcase
Sydney, AU · 6 known investors
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Briefcase provides direct indexing solutions for financial advisers and family offices, enabling customized portfolio strategies that align with client values while managing tax efficiency and tracking market benchmarks.
Founders & leadership
Investors · 6
How we know: Carthona Capital's portfolio page · the VCSheet dataset · Not right? Tell us
How we know: tech.eu · Not right? Tell us
Also in the syndicate · 1
Funding
SEC filings, press & company announcements$5.6M disclosed across 2 rounds · 2024
- $2.8Mseed funding roundDec 2024 · 4 sources
Earlybird (lead), Earlybird Venture Capital (lead), Entrepreneur First, Tiny, Tiny Supercomputer Investment Company
Source ↗ - $2.8MraisedDec 2024 · 2 sourcesSource ↗
Source: company announcements and press reports — follow each round's link for the claim.
Frequently asked questions
- What does Briefcase do?
- Briefcase provides direct indexing solutions for financial advisers and family offices, enabling customized portfolio strategies that align with client values while managing tax efficiency and tracking market benchmarks.
- Who founded Briefcase?
- Briefcase was founded by Josh Persky.
- Who are Briefcase's investors?
- Briefcase's investors include Carthona Capital, Bek Ventures, Earlybird Venture Capital, Entrepreneur First, Tiny Supercomputer Investment Company.
- How much funding has Briefcase raised?
- Briefcase has disclosed $5.6M raised across 2 rounds.
- Where is Briefcase headquartered?
- Briefcase is headquartered in Sydney, AU.