Docupace
PrivateLast Round
Private Equity
Jul 23, 2024
Company Overview
Docupace is a software company that provides a cloud-based platform to digitize and automate back-office operations for the wealth management industry.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, RegTech, Document Management, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Docupace Comps
Public and private peers based on sector, stage, and business model.
Docupace Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | Jul 23, 2024 | ||||
| Growth Equity | Apr 28, 2020 | ||||
| VC Round | Jun 1, 2016 |
Key People
Founding team and executive leadership
Docupace Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| FTV Capital | Private Equity, Growth Equity |
| Palisades Growth | VC Round |
| TVC Capital | VC Round |
| Genstar Capital | Private Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 15, 2026
Mike Conlon appointed as the new Chief Revenue Officer.
- Feb 26, 2026
Acquired InvestEdge; terms were not disclosed.
Docupace Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Docupace's valuation, stock price, and market status.
