# smallcase Technologies Private

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/smallcase-technologies-private

- Industry: Financial Services
- Headquarters: Bangalore, India
- Website: www.smallcase.com/
- Total disclosed funding: $89M
- Latest round: Series D (Mar 28, 2025)
- Investors on record: 17

## About

Based in India, smallcase Technologies Pvt. Ltd. operates a unique investment platform that allows users to invest in diversified portfolios of stocks and ETFs, facilitating personalized investment strategies.Founded in 2015 and headquartered in Bangalore, India, smallcase Technologies Pvt. Ltd. specializes in providing curated portfolios known as 'smallcases,' enabling users to invest according to specific themes and objectives. The company was founded by Akash Mehta, Anugrah Shrivastava, Mayank Bansal, Rohan Gupta, and Vasanth Kamath. As of March 2025, smallcase raised USD 50 mn in Series D funding led by Elev8 Venture Partners, with participation from several investors including Arkam Ventures and State Street Global Advisors. This latest round brings the total amount raised by the company to USD 50 mn, having completed a total of 8 deals.smallcase offers a modern investment platform that provides curated portfolios of stocks and exchange-traded funds (ETFs) designed to track specific themes, strategies, or investment objectives. These portfolios, referred to as 'smallcases,' are created by SEBI-registered finance experts who utilize comprehensive research to ensure informed investment choices. Smallcases are fully customizable, allowing investors to modify constituents or create their own portfolios based on personal preferences. The platform is designed for both novice and seasoned investors, with features supporting one-click investments, systematic investment plans (SIPs), and real-time tracking of portfolio performance. Smallcase primarily serves retail investors in India, facilitating access to diversified investment options that simplify equity and ETF investing.In 2023, smallcase reported a revenue of USD 3,810,232 with an EBITDA of USD -21,044,741, reflecting the financial aspects of its current operations.Following its most recent funding round in March 2025, smallcase Technologies plans to utilize the USD 50 mn raised to expand its investment offerings across multiple asset classes and to strengthen relationships with retail investors and ecosystem partners. The company aims to launch new products targeting different investment strategies and is focused on entering additional markets within India, enhancing its platform's capabilities to serve a broader audience.

## Funding rounds

- Series D, Mar 28, 2025, $29M — Faering Capital, State Street Investment Management, Arkam Ventures, Elev8 Venture Partners, Niveshaay, Rummytime Technologies Private Limited
- Series C, Sep 4, 2021, $39M — Hong Shan, HDFC Bank, Faering Capital, Blume Ventures, PremjiInvest, DSP Group, BEENEXT, WEH Ventures, Arkam Ventures, Amazon
- Series B, Sep 30, 2020, $14M — Hong Shan, Blume Ventures, DSP Group, BEENEXT, WEH Ventures, DSP Adiko., Arkam Ventures, QED Innovation Labs
- Series A, Aug 22, 2018, $5.7M — Hong Shan, Blume Ventures, BEENEXT, WEH Ventures, Straddle Capital, DSP Adiko.
- Seed, Dec 8, 2017, $1.6M — Blume Ventures, WEH Ventures, Straddle Capital, DSP Adiko.
- Seed, Dec 10, 2015, $0.5M — Blume Ventures, Straddle Capital

## Investors

- Blume Ventures (https://capitalatlas.ai/funds/blume-ventures) — Seed, Series A, Series B, Series C
- Straddle Capital — Seed, Series A
- WEH Ventures (https://capitalatlas.ai/funds/weh-ventures) — Seed, Series A, Series B, Series C
- DSP Adiko. — Seed, Series A, Series B
- Hong Shan — Series A, Series B, Series C
- BEENEXT (https://capitalatlas.ai/funds/beenext) — Series A, Series B, Series C
- DSP Group — Series B, Series C
- Arkam Ventures (https://capitalatlas.ai/funds/arkam-ventures) — Series B, Series C, Series D
- QED Innovation Labs — Series B
- HDFC Bank — Series C
- Faering Capital (https://capitalatlas.ai/funds/faering-capital) — Series C, Series D
- PremjiInvest (https://capitalatlas.ai/funds/premjiinvest) — Series C
- Amazon (https://capitalatlas.ai/funds/amazon) — Series C
- State Street Investment Management (https://capitalatlas.ai/funds/state-street-investment-management) — Series D
- Elev8 Venture Partners (https://capitalatlas.ai/funds/elev8-venture-partners) — Series D
- Niveshaay (https://capitalatlas.ai/funds/niveshaay) — Series D
- Rummytime Technologies Private Limited — Series D