Fundraising FoxDwellFi
Palo Alto, US · Founded 2021 · Delaware corporation
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DwellFi provides an AI agent platform for fund operations that deploys custom, per-fund software within a client's own environment, indexing existing ledgers, CRMs, and documents to automate tasks like capital calls, NAV strikes, reconciliations, and investor reporting. It serves institutional finance clients including fund administrators, private equity, venture capital, hedge funds, private credit, asset managers, family offices, sovereign wealth funds, pension funds, and endowments.
Founders & leadership
DwellFi was founded in 2021 by Deepak S.
DS
Deepak SFounder
KU
Kumar UjjwalNamed on SEC filing
Reported raises · per SEC filings
Form D private placements$2M disclosed across 3 rounds · 2024–2025
▶$300KraisedMay 2025 · 3 investors · Other TechnologyRule 506(c)
▶$300KraisedMay 2025 · 3 investors · Other Technology
Rule 506(c)Officers, directors & promoters on the filing
- Kumar UjjwalExecutive Officer, Director
- Amount sold
- $300K
- Minimum investment
- $50K
- First sale
- Apr 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06c
▶$300KraisedFeb 2025 · 1 investors · Other TechnologyRule 506(b)
▶$300KraisedFeb 2025 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Kumar UjjwalExecutive Officer, Director
- Amount sold
- $300K
- First sale
- Feb 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$1.4MraisedFeb 2025 · 9 investors · Other TechnologyRule 506(b)
▶$1.4MraisedFeb 2025 · 9 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Kumar UjjwalExecutive Officer, Director
- Amount sold
- $1.4M
- First sale
- May 2024
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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In the news
Frequently asked questions
- What does DwellFi do?
- DwellFi provides an AI agent platform for fund operations that deploys custom, per-fund software within a client's own environment, indexing existing ledgers, CRMs, and documents to automate tasks like capital calls, NAV strikes, reconciliations, and investor reporting. It serves institutional finance clients including fund administrators, private equity, venture capital, hedge funds, private credit, asset managers, family offices, sovereign wealth funds, pension funds, and endowments.
- Who founded DwellFi?
- DwellFi was founded by Deepak S in 2021.
- How much funding has DwellFi raised?
- DwellFi has disclosed $2M raised across 3 rounds.
- Where is DwellFi headquartered?
- DwellFi is headquartered in Palo Alto, US.