Fundraising Fox

Derivative Path

Walnut Creek, US · Delaware corporation · 1 known investors

Derivative Path offers a platform and advisory services that help alternative investment managers and their portfolio companies manage interest rate and derivatives hedging, including trade execution, pre-trade analysis, and portfolio oversight. Its tools are aimed at CFOs, capital markets, and investing teams for governance and risk monitoring across portfolio companies.

Founders & leadership

PBPradeep Bhatia
Pradeep BhatiainFounder
PK
Pradeep K. BhatiaNamed on SEC filing
SD
Steven D. HawkNamed on SEC filing
JR
John R. FlemingNamed on SEC filing
BMBrett Morrell
Brett MorrellinManaging Director, Head of Risk Solutions
CYCiccy Yang
Ciccy YanginManaging Director, Risk Solutions

Board

RARobert Anderson
Robert AndersoninBoard directorPartner at FTV Capital
BFBrent Fierro
Brent FierroinBoard directorPartner at FTV Capital

Investors · 1

Reported raises · per SEC filings

Form D private placements

$35M disclosed across 1 round · 2020

$35MraisedJul 2020 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Pradeep K. BhatiaExecutive Officer, Director
  • Steven D. HawkExecutive Officer, Director
  • Robert AndersonDirector
  • Brent FierroDirector
  • John R. FlemingExecutive Officer, Director
Offering amount
$35M
Amount sold
$35M
Proceeds to insiders
$18.5M
First sale
Jun 2020
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 6

by search overlap
Highradius63 shared keywordsHighRadius provides software for order-to-cash and treasury finance operations, including credit, collections, deductions, cash application, and invoicing and payments automation. It serves large enterprises and Fortune 1000 companies looking to improve financial performance metrics such as Days Sales Outstanding.
Industries59 shared keywordsJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
Interactive Strength Acquires Ergatta55 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Ripple Labs52 shared keywordsRipple builds blockchain-based financial infrastructure to enable cross-border value transfer and payment solutions for enterprises, governments, and financial institutions. The company develops products and public blockchain technology (XRP Ledger) used by hundreds of customers across over 50 countries to facilitate payments, liquidity access, and financial inclusion.
Ramp51 shared keywordsRamp offers a finance platform that combines corporate cards, expense management, and AI-driven automation for receipt capture, transaction coding, and reimbursements. It serves finance teams and businesses looking to consolidate spending tools and automate accounting workflows.
GoCardless46 shared keywordsGoCardless provides bank payment collection and open banking data access services. The platform enables businesses to collect domestic and international payments via bank accounts and securely access customer bank account data across 2,300+ banks in the UK and Europe.

Companies competing with Derivative Path for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Derivative Path do?
Derivative Path offers a platform and advisory services that help alternative investment managers and their portfolio companies manage interest rate and derivatives hedging, including trade execution, pre-trade analysis, and portfolio oversight. Its tools are aimed at CFOs, capital markets, and investing teams for governance and risk monitoring across portfolio companies.
Who founded Derivative Path?
Derivative Path was founded by Pradeep Bhatia.
Who are Derivative Path's investors?
Derivative Path's investors include FTV Capital.
How much funding has Derivative Path raised?
Derivative Path has disclosed $35M raised across 1 round.
Where is Derivative Path headquartered?
Derivative Path is headquartered in Walnut Creek, US.