Fundz

Yayati reported raising $610,000 in an initial SEC Form D filing, from an offering of $610,000

PRIVATEOct 01, 2025Late filing, first sale Mar 1, 2023

Amount Raised

$610,000

$610,000 sold, per SEC Form D (first sale Mar 1, 2023)

Round Type

Venture

IrvineFinancial ServicesFinanceFintech

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

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

  • Polytrade raised $3.8M (Seed) on March 30, 2023.
  • Finverity raised $5.2M (Funding Round) on March 30, 2023.
  • Polytrade raised $3.8M (Seed) on March 30, 2023.
  • Clip Money raised an undisclosed amount (Convertible Note) on March 28, 2023.
  • StellarFi raised $15M (Funding Round) on March 28, 2023.
  • Streamex Corp. raised $1.5M (Seed) on March 24, 2023.

Who to call at Yayati, and when

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

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

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Company Information

Company

Yayati

Location

Irvine, California, United States

About

Yayati is on a mission to broaden the adoption of option-based strategies for financial advisors and wealthy individuals through easy-to-use technology.

AI made execution free. Knowing first is the whole game now.

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

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Strategic

ML-powered predictions for Yayati's next move

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Yayati 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.