New York based investor onboarding startup raised $8.4m in Series A funding led by Positive Sum.
“Signing up for Robinhood? It takes two minutes. Investing in a VC fund? You’ve got to fill out a 200-question questionnaire each time that you make an investment. The forms aren’t standardized and not every question applies to every investor. Investors miss questions or answer the wrong ones and then have to redo the entire thing … We built a TurboTax-style workflow where investors get one question at a time and only the questions that are relevant to them.”