PerTrac, Inc.
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PerTrac, Inc. - overview
Established
1996
Location
New York, NY, US
Primary Industry
Software
About
PerTrac, Inc. specializes in providing advanced investment intelligence solutions that enhance data transparency and operational efficiency for institutional investors and asset managers globally. PerTrac, Inc. operates a leading investment intelligence platform, founded in 1996 in New York, US.
The company was recently acquired by Backstop Solutions Group in May 2013, specifically targeting their CMS product line. The firm’s CEO is Kay Aarons, with Ryan Sasson also in leadership. The company has successfully raised a total of USD 63. 00 mn in funding, with the latest round being a Growth round in which Insight Partners participated.
PerTrac offers a suite of investment intelligence solutions designed to facilitate transparency and efficiency in the global institutional market. Their core products include a centralized cloud-based technology platform that provides access to over 250 trusted data sets, enabling clients to make informed, data-driven investment decisions. The platform supports functionalities such as portfolio modeling, analysis, and reporting, along with customized report writing tools. Additionally, PerTrac provides dedicated solutions for private markets, enhancing research and analytics capabilities for both general partners and limited partners engaged in private fund secondary markets.
Their clientele primarily includes institutional investors, corporate pensions, sovereign wealth funds, and family offices across North America, Europe, and Asia. PerTrac generates revenue through subscription-based models for its investment intelligence platform, serving institutional investors and asset managers. Clients typically enter into contracts for access to an extensive array of data services, with pricing tiers reflecting the level of service required. Institutional clients often engage with annual subscriptions that include comprehensive portfolio analytics and manager research tools, allowing them to effectively monitor and assess investment strategies.
This B2B revenue structure fosters long-term relationships with clients, establishing PerTrac as a key player in the investment management ecosystem. PerTrac plans to leverage its recent funding to enhance its product offerings and expand into new geographic markets. The company aims to launch upcoming solutions specifically designed for private equity and venture capital markets, with a targeted release within the next fiscal year. They are also looking to penetrate emerging markets in Asia and Europe by 2025, utilizing their cloud technology to meet the diverse needs of a growing client base.
Recent funding will support these initiatives and bolster the company's competitive position in the investment management sector.
Current Investors
eVestment Alliance, LLC
Primary Industry
Software
Sub Industries
Investment Banking, Accounting/Finance Software, Analytics & Performance Software
Website
www.pertrac.com
Total Amount Raised
Subscriber access only
PerTrac, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trade Sale | Completed | PerTrac, Inc. | - | ||||||||
| Growth | Completed | PerTrac, Inc. | - |
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