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smallcase partners with Elev8 Venture Partners for series-D funding round

Mar 28, 2025about 1 year ago

Contract Type

partnership

BengaluruFinance

Description

Wealthtech platform smallcase has entered into a partnership with Elev8 Venture Partners for a Series-D funding round, raising $50 million. The funding will enable smallcase to help its existing customer base allocate a larger part of their portfolios and extend its product's form factor to more asset classes while also enabling new segments of investors to access differentiated strategies backed by professional research. The company has raised around $120 million since its founding in 2015 and has recently entered into a joint venture with Zerodha to launch an asset management company focusing on index and exchange-traded funds.

Company Information

Company

Smallcase

Location

Bengaluru, Karnataka, India

About

Smallcase is a leading provider of investment products to Indian investors & platforms to the capital markets industry. Launched in 2016, Smallcase offerings have served 10+ million individual investors helping them build better long-term portfolios

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.