Fundz

K1x reported raising $15 Million in an initial SEC Form D filing

PRIVATESep 27, 2023Late filing, first sale Dec 5, 2022

Amount Raised

$15 Million

$15 Million sold, per SEC Form D (first sale Dec 5, 2022)

Round Type

Venture

MorristownInformation TechnologySoftwareFintechSaaS

Who to call at K1x, and when

A new round usually means K1x is about to hire and buy. The teams that reach out first get the meeting.

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Company Information

Company

K1x

Location

Morristown, New Jersey, United States

About

K1x, Inc. is a SaaS financial technology company with long-established tax technology offering the first-ever, all-digital K-1 experience to the capital markets. Backed by experts with decades of know-how in the financial industry, K1x’s founding product, C-TRAC, is the leading end-to-end software solution for tax-exempt organizations. Expanding the suite to tackle the unique challenges faced by institutional investors and their investments, the K1x Advantage Suite was born, offering AI-powered solutions for K-1 aggregation and digital K-1 packet production. The K1x Advantage Suite is a modular software solution that digitally connects producers and recipients for faster delivery, more accurate information and streamlined reporting. K1x technologies are now used by the largest institutional investors, funds and accounting firms in the U.S.

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Fundz sees it the moment K1x raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

3 contacts
Verified contactsKen P., Chief Revenue Officer (CRO) hidden hidden hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for K1x's next move

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K1x raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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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 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.