8 SaaS Startups in the Asset Management Industry

January 24, 2023

SaaS startups have become the darling of Venture Capital investors, especially in the Asset Management industry. Over the past decade, software has proverbially “eaten the world” and SaaS companies have scaled to become unicorn corporations in staggering amounts of time.

In this article, we are examining 8 VC funded SaaS startups in the Asset Management industry.

Capdesk

A platform for managing equity that helps businesses handle shareholder registrations, employee shares, and cap tables is called Capdesk. By freeing up time for the customer to concentrate on their main business operations, it speeds up the growth of their organization. By automatically updating cap tables, statutory registrations, and several modelings, Capdesk simplifies the equity management process. On the platform, it is possible to carry out digital, end-to-end share issuance transfers, splits, consolidations, and cancellations with ease. By providing stakeholders with simple access to ownership information, share certificates, option vesting schedules, investment amounts, and most recent values using the equity information housed on the platform, customers may align stakeholders. The firm was founded in 2015 and has its headquarters in London, England.

Company details:
Founders:
Casper Arbøll, Christian Gabriel, Martin Damhus, Mikkel Boje
Founded:
2015
Based in:
London, England, United Kingdom
Website:
Capdesk
Industries:
Asset Management, Financial Services, FinTech, SaaS
Latest funding:
$6,987,729
Series A
17 March 2021
Total funding:
$15,330,133
Investors
Serge Chiaramonte, 1818 Venture Capital, Chris Adelsbach, Middlegame Ventures, Fuel Ventures

Carta

With the help of their shareholders, workers, auditors, and legal counsel, private enterprises in the seed-stage through pre-IPO stages can use Carta, a transfer agent, to electronically manage their equity. A real-time picture of who owns what at a business is produced by digitizing paper stock certificates, together with stock options, warrants, and derivatives. Draper VC, Expansion VC, k9 Ventures, Elefund, Subtraction Capital, Scott Banister, XG Ventures, Kima Ventures, Andy Palmer, and Structure Capital are a few of the investors who have contributed to Carta's investment. Manu Kumar and Henry Ward created Carta in 2012 under the name eShares. Carta is headquartered in Mountain View, California.

Company details:
Founders:
Henry Ward, Manu Kumar
Founded:
2012
Based in:
San Francisco, California, United States
Website:
Carta
Industries:
Asset Management, Finance, FinTech, SaaS
Latest funding:
$500,000,000
Series G
13 August 2021
Total funding:
$1,127,800,000
Investors
Silver Lake, Andreessen Horowitz, Alumni Ventures, Kima Ventures, Tiger Global Management

Ekos

Craft beer producers may simplify inventory, manufacturing, sales, and accounting with the aid of Ekos, a reasonably priced business management program. Ekos offers software with capabilities and connectors to automate manual activities for makers of beer, wine, and cider. Greg Forehand and Josh McKinney founded Ekos in Charlotte, North Carolina, in 2014.

Company details:
Founders:
Greg Forehand, Josh McKinney
Founded:
2014
Based in:
Charlotte, North Carolina, United States
Website:
Ekos
Industries:
Asset Management, Craft Beer, Enterprise Resource Planning (ERP), Food and Beverage, SaaS, Software, Supply Chain Management, Wine And Spirits
Latest funding:
$21,000,000
Series B
20 December 2021
Total funding:
$29,522,577
Investors
Lighter Capital, Service Provider Capital, Catalyst Investors, Noro-Moseley Partners

Infraspeak

We are Infraspeak, a leading worldwide technology firm that is revolutionizing the facilities management industry with an innovative platform for intelligent maintenance management. In order to fulfill our purpose of being a source of good living for our community, our customers, and our partners, we provide facilities and maintenance management teams with the technologies they need to tackle their own, specific obstacles. At Infraspeak, we've always recognized the value of intelligence, adaptability, and connectedness while attempting to compete in a world that is getting more complicated and demanding. We take pleasure in our ability to provide a solution for teams of various sizes across a variety of sectors today. Infraspeak is the intelligent maintenance management system that transforms challenging maintenance operations into a world of data, automation, and high performance. It is used by business owners, maintenance and facility managers, and technicians to deliver the best service possible, as expected, and on time.

Company details:
Founders:
Felipe Ávila da Costa, Luís Martins
Founded:
2015
Based in:
Oporto, Porto, Portugal
Website:
Infraspeak
Industries:
Asset Management, Facility Management, Information Technology, Internet of Things, Property Management, SaaS, Software
Latest funding:
$11,283,816
Series A
6 December 2021
Total funding:
$16,724,934
Investors
500 Global, Indico Capital Partners, Innovation Nest, Firstminute Capital, Knight Capital

MaintainX

MaintainX is a mobile-first work order and process digitalization platform that promotes efficiency and frontline transparency. With a digital audit trail, it assists in tracking reactive maintenance, preventative maintenance, and controlling the day-to-day operations of the company, including safety inspections, quality inspections, and operational checklists. They provide real-time business insights from the field, enabling plant managers to operate their facilities more effectively. By automating digital forms, MaintainX enables organizations to manage work orders and staff efficiency. The business was established in 2018 and has its US headquarters in San Francisco, California.

Company details:
Founders:
Chris Turlica, Hugo Dozois-Caouette, Mathieu Marengère-Gosselin, Nick Haase
Founded:
2018
Based in:
San Francisco, California, United States
Website:
MaintainX
Industries:
Asset Management, B2B, Information Technology, Mobile, SaaS, Software
Latest funding:
$39,000,000
Series B
9 June 2021
Total funding:
$53,800,000
Investors
Crew Capital, Bessemer Venture Partners, Amity Ventures, Vulcan Capital, August Capital

Roambee

Roambee offers verifiably better supply chain visibility on demand, for on-time, in-full, in-condition delivery of shipments and assets anywhere in the world. 300+ enterprises are improving customer experience, service levels, product quality, cash cycles, business efficiencies, and sustainability with Roambee’s real-time insights & foresights. More than 50 of them are the top 100 global companies in the Pharma, Food, Electronics, Chemicals, Automotive, Packaging & Containers, and Logistics sectors. The company’s innovative AI-powered platform and end-to-end monitoring solutions deliver reliable, timely, and actionable “supply chain signals” that drive logistics automation. These curated supply chain signals are built on item-level, firsthand IoT sensor data and non-sensor inputs for high accuracy. This enables better multimodal ETAs, OTIF deliveries, 80%+ cold chain compliance, and more, including 4X+ ROI on supply chain assets such as bins, tanks, containers, work in process (WIP), and in-store/warehouse inventory by optimizing utilization and inventory levels. Gartner identifies Roambee as one of the 9 global supply chain technology companies in “2021 Gartner Tracking and Monitoring Business Process Context: Magic Quadrant for Real-Time Transposition Visibility Platforms.” Roambee is also behind the safe and timely distribution of temperature-sensitive vaccines for one of the largest global COVID-19 vaccine makers and food assistance for one of the largest humanitarian organizations in the world. Roambee is headquartered in the Silicon Valley, USA, and is globally operational with offices in Mexico, Brazil, UK, Switzerland, Germany, UAE, India, Singapore, Malaysia, and Indonesia.

Company details:
Founders:
Sanjay Sharma, Vidya Subramanian
Founded:
2014
Based in:
Santa Clara, California, United States
Website:
Roambee
Industries:
Asset Management, Internet of Things, Logistics, Real Time, SaaS, Shipping, Supply Chain Management
Latest funding:
$18,000,000
Series B
10 February 2021
Total funding:
$43,399,838
Investors
MDI Ventures, Deutsche Telekom Strategic Investments, Telkomsel Mitra Inovasi, Jebsen & Jessen Hamburg Group, Reefknot Investments

Servicely

The first native AI-powered service management platform in the market, Servicely was created to support companies in automating operations and expanding their agent workforce. Users may migrate using ITIL-aligned processes in days as opposed to months thanks to extendable features that guarantee there won't be any restrictions on supporting your company demands!

Company details:
Founders:
Dion Williams
Founded:
2020
Based in:
Sydney, New South Wales, Australia
Website:
Servicely
Industries:
Artificial Intelligence, Asset Management, Information Technology, IT Management, Knowledge Management, SaaS, Software
Latest funding:
$1,200,000
Seed
25 July 2022
Total funding:
$1,950,000
Investors
Charles Osburn

Sharry

The smart access platform Sharry is designed for A-class office buildings. To give renters the best-in-class building experience, it blends smart access—including mobile entry, dynamic parking, and elevator control—with a visitor management system and tenant interaction features. For managers, Sharry makes administration simpler and aids in both retaining current renters and luring new ones. In the Post-COVID property design and hybrid work style, the touch-free solution, flexible operation tools, and building data insights acquire a new relevance. Sharry's goal is to transform any structure into a high-end service.

Company details:
Founders:
Jakub Řezníček, Josef Šachta, Michal Čeřovský, Vladimír Cibulka
Founded:
2015
Based in:
Prague, Hlavni mesto Praha, Czech Republic
Website:
Sharry
Industries:
Asset Management, Commercial Real Estate, Enterprise Applications, Enterprise Software, Mobile Apps, Property Management, Real Estate, SaaS, Smart Building, Software
Latest funding:
$3,397,050
Seed
24 January 2022
Total funding:
$3,397,051
Investors
Presto Ventures, J&T Ventures

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