Cadence
PrivateLast Round
Series B
May 17, 2023
Total Funding Raised
$46.2M
Momentum Score
25 /100
Company Overview
Cadence is a software company that provides an integrated, end-to-end solution that streamlines both the estate planning and settlement processes for individuals, financial advisors, and funeral homes.
Sector
Enterprise Software
Verticals
Legal Tech, Wealth Management, Vertical SaaS, Workflow Automation, Mental Health
Business Model
B2B2C
Customer Profile
Revenue Share, Marketplace Commission, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Cadence Comps
Public and private peers based on sector, stage, and business model.
Cadence Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | May 17, 2023 | ||||
| Debt | Jan 12, 2023 | ||||
| Series A | Apr 22, 2021 | ||||
| Seed | Apr 8, 2020 |
Cadence Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Fantail Ventures | Series A, Seed |
| Forté Ventures | Series B |
| Global FinTech Venture Partners | Series B |
| Revel Partners | Series A |
| White Star Capital | Series A, Series B |
| Vectr Ventures | Series B |
| 10X Capital | Series A |
Cadence Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Cadence's valuation, stock price, and market status.
