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Kurtosys

New York, US · Founded 2002 · 2 known investors

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Kurtosys provides a platform for asset and investment managers that reconciles fund data into a single governed record and automates the production and distribution of investor documents, factsheets, websites, portals and regulatory disclosures. It serves investment managers with tools for investor communication, compliance (including the UK's Consumer Composite Information regime) and reporting.

Enterprise SoftwareFintechSaaS

Founders & leadership

JHJeff Hendren
Jeff HendrenCEO2012–2016Jeff Hendren is an Executive Officer and Director at Kurtosys Systems, a fintech and financial information analytics company. He has held leadership roles in fintech and financial services businesses, with background in product, sales, and marketing.
SGScott Gellman
Scott GellmanCOO & CFO2014–2021Scott Gellman is an executive with over 20 years of experience in global business operations and financial management, with expertise in strategic planning, process improvement, and organizational scaling.
LGLee Godfrey
Lee GodfreyChief Executive OfficerChief Executive Officer and Director at Kurtosys Systems
JLJustin Larsen
Justin LarsenCOO/CFOChief Financial Officer and Chief Operating Officer at Kurtosys Systems
MP
Mash PatelNamed on SEC filing

Board

DP
David PesikoffBoard directorCo-Founding Partner & President at Triangle Peak Partners
PBPhil Black
Phil BlackChair of the Board of DirectorsInvestor at True Ventures
RO
Randall OrbonBoard director
AR
Ann RougheadBoard director
HT
Harry ThompsonBoard director

Investors · 2

Triangle Peak PartnersreportedPalo Alto

How we know: funding news · Not right? Tell us

Reported raises · per SEC filings

Form D private placements

$8.3M disclosed across 2 rounds · 2016–2026

▶$3MraisedSep 2026 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Lee GodfreyExecutive Officer, Director
  • Justin LarsenExecutive Officer
  • Philip BlackDirector
  • Ann RougheadDirector
  • Harry ThompsonDirector
  • David PesikoffDirector
Offering amount
$3M
Amount sold
$3M
First sale
Aug 2026
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5.3MraisedJan 2016 · 3 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Phil BlackDirector
  • Mash PatelDirector
  • Jeff HendrenExecutive Officer, Director
  • Scott GellmanExecutive Officer
  • David PesikoffDirector
  • Randall OrbonDirector
Offering amount
$7.3M
Amount sold
$5.3M
Minimum investment
$500K
First sale
Jan 2016
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.

Frequently asked questions

What does Kurtosys do?
Kurtosys provides a platform for asset and investment managers that reconciles fund data into a single governed record and automates the production and distribution of investor documents, factsheets, websites, portals and regulatory disclosures. It serves investment managers with tools for investor communication, compliance (including the UK's Consumer Composite Information regime) and reporting.
Who are Kurtosys's investors?
Kurtosys's investors include True Ventures, Triangle Peak Partners.
How much funding has Kurtosys raised?
Kurtosys has disclosed $8.3M raised across 2 rounds.
Where is Kurtosys headquartered?
Kurtosys is headquartered in New York, US.