phaseinvest's plug-and-play technology improves equity investing by simplifying the management of equity risk factors. phaseinvest helps equity portfolio managers increase business scalability by automating investment workflows and simplifying data processing
https://calendly.com/phaseinvest
<aside> 📌 We help scale your business through automated portfolio management workflows and save you time & effort by unburdening you of data processing tasks.
</aside>
BASED IN
Berlin, Germany
FOUNDED YEAR
2020
TEAM SIZE
9
MAIN CONTACT INFO
Arun Soni - [email protected]
Alka Schumacher - [email protected]
Kristina Manko - [email protected]
FOUNDERS & TEAM
Arun Soni - Co-founder + CEO
Oleksii Zagidullin - Co-founder + CTO
Alka Schumacher - Co-founder + COO
Frank Einecke - Co-founder
WEBSITE
BUSINESS TYPE
SaaS
BUSINESS CATEGORY
B2B
VERTICAL/INDUSTRY
FinTech
MRR
€1,000
ACTIVELY RAISING
Yes
ROUND STAGE
pre-seed
ROUND SIZE
€400,000
COMMITTED AMOUNT
€200,000
BURN-RATE NOW
€12,000
RUNWAY TODAY
9 months
RUNWAY AFTER THE ROUND
15 months
MRR/REVENUE
Period MRR Growth (%)
09/2022 - 01/2023 0
02/2023 7
03/2023 33
We are challenging the industry norm of annual contracts by offering a rolling monthly subscription. This lowers the barriers of adoption by reducing the clients’s business risk with a consequence of choppy MRR growth as clients initially pay monthly, and then move to longer-term contracts once they are comfortable with our solution.
CUSTOMERS
We are in the phase of validating product-market fit and prove that phaseinvest is globally scalable solution. Even in our nascent stage with a skeleton client-facing team, we have paying clients in North America, Europe, and Asia. Investment management is a global profession with a common pain point that phaseinvest solves through its plug & play technology.
https://www.youtube.com/embed/BNOUyElEC6Y
2022_phaseinvest_Pitch Deck_3m.pdf