Fundz

Prelim Announces New Funding To Power The Future Of Digital Banking Technology And Automation

PRIVATEMar 17, 2022

Round Type

Funding Round

San FranciscoFinancial ServicesSoftware

Description

Prelim, a leading fintech provider of optimized digital banking experiences for financial institutions, announced new funding through an affiliate of EJF Capital LLC (“EJF”), a global institutional alternative asset management firm. The transaction represents one of the first early-stage financial technology investments by EJF and is aimed to substantially support Prelim on the next stage of its growth journey.

Who else raised in Financial Services and Software around the same time

Companies in the same sectors as Prelim that raised within 45 days of this round, from Fundz verified event records.

  • Turtlemint raised $120M (Funding Round) on April 29, 2022.
  • Appian Capital Advisory raised $67M (Funding Round) on April 29, 2022.
  • PicsArt, Inc. raised $9.2M on April 28, 2022.
  • One Port 365 raised $5M (Funding Round) on April 28, 2022.
  • Taxfix raised $220M (Funding Round) on April 28, 2022.
  • Conjura raised $16M (Series A) on April 26, 2022.

Who to call at Prelim, and when

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

  • An alert the day Prelim raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Prelim, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Prelim. With Fundz connected, it knows.

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Company Information

Company

Prelim

Location

San Francisco, California, United States

About

Prelim helps financial institutions digitize the customer journey from onboarding to servicing while also improving the employee journey by streamlining and automating internal operations from reviewing to processing to underwriting to servicing. Built by banking experts, Prelim's no-code, white-labeled platform delivers a better customer experience by automating the workflows and processes for financial institutions, from identity verification to issuing services from the core and so much more. For more information, visit Prelim.com.

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

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ML-powered predictions for Prelim's next move

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Prelim 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 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.