# Cogency Software

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/cogency-software

- Industry: Software
- Headquarters: Burlingame, US
- Website: www.cogencysoft.com
- Total disclosed funding: $10M
- Latest round: Series A (Nov 18, 2005)
- Investors on record: 7

## About

Cogency Software Inc. specializes in providing innovative software solutions aimed at enhancing operational efficiency for investment management firms, enabling streamlined workflows and improved data management.Cogency Software Inc. is a company focused on investment management software solutions, headquartered in Burlingame, US. The company was acquired by Backstop Solutions Group in June 2015 for an undisclosed amount. The firm has completed 9 deals to date, with the latest funding round occurring in June 2015, raising USD 2.00 mn. Notably, the current company valuation is USD 20.34 mn.Cogency Software Inc. delivers a suite of software designed for investment management, targeting institutional investors, private fund managers, and consultants. Their primary offerings include a Research Management System (RMS) and a Portfolio Management platform, both engineered to enhance collaboration and mitigate data silos, thereby facilitating effective research management and risk monitoring across diverse asset classes.Cogency Software Inc. generates revenue through subscription-based services that provide access to its sophisticated investment management software. Clients typically engage in annual licensing agreements, which ensure comprehensive access to the full suite of products, integral for their day-to-day operations. The B2B transaction model is geared towards institutional investors and private fund managers who leverage Cogency's services to optimize their operational efficiency and data management.In the upcoming periods, Cogency Software Inc. plans to leverage its recent funding from June 2015 to develop new product offerings and enhance current services. The company aims to expand its market presence, particularly targeting North American and European markets to increase its customer base. Specific product releases and timelines have yet to be disclosed, but the firm is focused on utilizing its resources effectively to support ongoing innovation and growth initiatives.

## Funding rounds

- Series A, Nov 18, 2005, $2.5M — Apex Venture Partners, Globespan Capital Partners, US Venture Partners, Altos Ventures, Scale Venture Partners, Presidio Ventures
- Series A, Nov 10, 2003, $7.5M — Apex Venture Partners, Globespan Capital Partners, Bain Capital, Altos Ventures, Scale Venture Partners

## Investors

- Apex Venture Partners (https://capitalatlas.ai/funds/apex-venture-partners) — Series A
- Globespan Capital Partners (https://capitalatlas.ai/funds/globespan-capital-partners) — Series A
- Bain Capital (https://capitalatlas.ai/funds/bain-capital) — Series A
- Altos Ventures (https://capitalatlas.ai/funds/altos-ventures) — Series A
- Scale Venture Partners (https://capitalatlas.ai/funds/scale-venture-partners) — Series A
- US Venture Partners (https://capitalatlas.ai/funds/us-venture-partners) — Series A
- Presidio Ventures (https://capitalatlas.ai/funds/presidio-ventures) — Series A