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InvestCloud

Fintech · West Hollywood, United States · Founded 2010

First-class, digital solutions, pre-integrated in the cloud Modular platform Beautifully designed client experiences

Investors

4 investors on InvestCloud's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Series A 2 investors entered at this stage
Kern Whelan Capital
Altos Ventures
Series B+ 2 investors entered at this stage
JP Morgan
FTV Capital

Global footprint

Where InvestCloud has talent and traffic

Workforce by country
20 countries with
team presence
🇺🇸 United States54.4%
🇮🇳 India19.3%
🇬🇧 United Kingdom11.5%
🇸🇬 Singapore4.7%
🇮🇹 Italy3.2%
Top 5 of 20 shown
Web traffic by country
11K monthly visits
across markets
🇺🇸 United States57.3%
🇬🇧 United Kingdom16.4%
🇮🇳 India11.8%
🇨🇦 Canada7.3%
🇨🇭 Switzerland4.5%
Top 5 markets shown

Talent graph

The shape of InvestCloud's talent

Dealroom maps InvestCloud's team person by person — pinpointing the standout operators and scoring them across the six dimensions investors underwrite. The counts and shape below are a public preview; the named individuals and exact scores live in the platform.

18 standout operatorsDealroom-flagged across the org
4 AI specialistspinpointed by name
982 employees mappedperson by person
DimensionScore
AI Talentlive Score hidden — book a demo
Engineering Score hidden — book a demo
Product Score hidden — book a demo
Go-to-market Score hidden — book a demo
Leadership Score hidden — book a demo
Research Score hidden — book a demo
Book a demo to unlock InvestCloud's exact scores

Source: Dealroom Talent Intelligence. Public profiles show counts and the team's shape only — request a demo for the named individuals, per-person seniority and tenure, and team benchmarks vs peers.

Patent intelligence

$795k patent portfolio · 7 active families

Estimated portfolio value
$795k
0.08% of valuation · 10.1× smaller than top peer Envestnet ($8M)
7 active patent families
Where InvestCloud innovates Computer engineeringCustomer interfaceData bankData miningData science

Where InvestCloud concentrates vs peers

Each axis is a top-10 topic across InvestCloud and its closest peers. #1 = 100, #10 = 10, absent = 0.

Compare against

Source: Dealroom Patent Intelligence · Patsnap. Request a demo for the full per-sub-category breakdown, individual records, and quality-score history.

Capital deployed

InvestCloud's 5 investments and acquisitions.

Every disclosed deal where InvestCloud appeared as a backer or acquirer, 2017–2021. Toggle between venture rounds, M&A, or both. The map below is grouped by the target company's sector — the colored pill on each chip is the round type.

Portfolio analysis

5 deals across InvestCloud's capital deployment.

Where the deals concentrate by sector, stage, and decade.

By sectorCount
    By stageCount
      By periodCount

        01 · Deployment strategy vs peers

        Where InvestCloud deploys vs peers

        Each axis is a Dealroom topic tag — picked from the cluster's most-tagged themes. Values are normalized per axis: the peer with the highest tag-coverage on that axis sits at the edge, others scale relative to them. Toggle between M&A, venture, or both.

        Compare against

        02 · Portfolio market map

        InvestCloud's portfolio, mapped.

        Each chip is one company. Pill colour shows round type — green for Seed, blue for Series A, purple for B/C+, pink for late-stage, amber for M&A. Bigger sectors keep their full list behind “+ N more”.

        Stage
        Period
        5 of 5 deals

        Market sentiment

        What the market is saying about InvestCloud

        An AI-synthesized read of the highest-engagement posts about InvestCloud on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

        Reading the room on X — pulling top posts and synthesizing themes…

        Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

        See InvestCloud on the full Dealroom platform

        Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.