Fundraising Fox

Finpilot

Seattle, US · Founded 2023 · 2 known investors

finpilotai.com ↗

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

HC
Hope CochranDirector
JA
John AlbergDirector
LC
Lakshay ChauhanExecutive Officer, Director

Investors · 2

Ascend Venture CapitalSeattle · $250K – $750K
Madrona Venture GroupSeattle · $2M – $10M

Reported raises · per SEC filings

Form D private placements
▶$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
Full filing on SEC EDGAR ↗

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