# CharliAI

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/charliai

- Industry: Software
- Headquarters: New York, US
- Website: www.charli.ai
- Total disclosed funding: $1.6M
- Latest round: Seed (Nov 13, 2019)
- Investors on record: 2

## About

Based in the US, Charli AI offers advanced financial intelligence solutions through its proprietary Multidimensional AI™ technology, enabling users to access real-time financial insights for informed investment decisions.Charli AI Inc., founded in 2019 and headquartered in New York, US, specializes in financial intelligence solutions. The company was established by Kevin Collins, who has a background in technology and finance. In November 2019, Charli AI raised USD 1.60 mn in Seed funding, co-led by BDC Capital and Yaletown Partners, marking the company's first major funding round.Charli AI provides a suite of innovative financial intelligence solutions centered around its Multidimensional AI™ technology. Its core platform offers on-demand financial insights for over 2 million companies, facilitating informed investment decisions without subscription fees. Notable features include the Smart Deal Finder, which identifies investment opportunities, and the Investor Relations Dashboard, which enhances communication between companies and investors, leveraging data from sources like Nasdaq and SEC EDGAR.Charli AI operates on a subscription revenue model, offering clients access to advanced financial tools and insights. New customers can benefit from a promotional rate of USD 20 per month for the first three months. The platform supports various clients, from individual investors to large financial institutions, allowing them to enhance their investment strategies without long-term contracts, thereby promoting flexibility in financial decision-making.Following its Seed funding in November 2019, Charli AI plans to further enhance its product offerings and expand its market reach. The company aims to introduce new features and tools designed to improve financial decision-making for users. Additionally, Charli AI is exploring opportunities to expand its services into European markets by the end of 2023, leveraging its recent funding to support these initiatives.

## Funding rounds

- Seed, Nov 13, 2019, $1.6M — BDC Capital, Yaletown Partners

## Investors

- BDC Capital (https://capitalatlas.ai/funds/bdc-capital) — Seed
- Yaletown Partners (https://capitalatlas.ai/funds/yaletown-partners) — Seed