Finpilot
Seattle, US · Founded 2023 · Delaware corporation · 2 known investors
Finpilot provides AI-powered knowledge management software for investment and wealth management teams, enabling automated analysis of manager documents, financial data, and communications. The platform serves allocators, family offices, endowments, and wealth advisors by automating research, due diligence, and document processing tasks.
AI & Machine LearningEnterprise SoftwareFintech
Founders & leadership
Finpilot was founded in 2023 by John Alberg and Lakshay Chauhan.
JA
John AlbergCo-founder
LC
Lakshay ChauhanCo-founder
Board
HC
Investors · 2
Reported raises · per SEC filings
Form D private placements$3.8M disclosed across 1 round · 2024
▶$3.8MraisedFeb 2024 · 6 investors · Other TechnologyRule 506(b)
▶$3.8MraisedFeb 2024 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Hope CochranDirector
- John AlbergDirector
- Lakshay ChauhanExecutive Officer, Director
- Offering amount
- $3.8M
- Amount sold
- $3.8M
- First sale
- Jan 2024
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does Finpilot do?
- Finpilot provides AI-powered knowledge management software for investment and wealth management teams, enabling automated analysis of manager documents, financial data, and communications. The platform serves allocators, family offices, endowments, and wealth advisors by automating research, due diligence, and document processing tasks.
- Who founded Finpilot?
- Finpilot was founded by John Alberg, Lakshay Chauhan in 2023.
- Who are Finpilot's investors?
- Finpilot's investors include Ascend Venture Capital, Madrona Venture Group.
- How much funding has Finpilot raised?
- Finpilot has disclosed $3.8M raised across 1 round.
- Where is Finpilot headquartered?
- Finpilot is headquartered in Seattle, US.