Clade &
Financial AI · Financial Software & Embedded Finance
$15.7Mlatest round · Venture round · Jan 2024 · 2 yr ago
1backers · UpHonest Capital
50+team · employees, estimated range
18stories in the press
Overview
Due diligence, portfolio monitoring, investment research, and workflow automation in one platform. AI agents transform documents, data, and conversations into actionable institutional knowledge.
Funding and backers
Total raised
$15.7M
1 round on record
Latest round
$15.7M
Venture round · Jan 2024 · 2 yr ago
Team
51-200
employees, estimated range
Backers
1
UpHonest Capital
The money's age
Long since its last round
33 months since the last round · not hiring
Momentum
0/100
no fresh signals
Last sign of life
1 mo ago
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jan 22, 2024
Raised a round Venture round $15.7M · SEC Form D
Tractionpublic signals, read monthly
Web presence
top 12%
of 133.2M domains by links, Common Crawl
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Jan 2024 | $15.7M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Clade & Co., Inc. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Jonathan LiptonExecutive Officer, DirectorSEC Form D
Jan KoelbleExecutive OfficerSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
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Financials
Total raised
$15.7M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Venture - Series Unknown | 2024 | $15.7M | Details |
People

Jonathan Lipton
Executive Officer, Director

Jan Koelble
Executive Officer

Michael Stack
Director

Gregory Racz
Director

Stephen George
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors

UpHonest CapitalVia a fund
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
News
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First known U.S. case of mpox clade I found in Calif.; risk to public 'low'
Health officials in California confirmed Saturday they have identified the first known case of a more severe form of mpox known as clade I in the United States but said the risk to the public remains ...
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How worried should we be about the new mpox strain?
How worried should the UK public be about the new case of mpox identified in the UK? Health Correspondent Rebecca Thomas explains why the risk to the general population is currently very low
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First UK case of mpox variant clade Ib detected in London
Person diagnosed after developing flu-like symptoms and rash, as UKHSA says risk to UK population remains low
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Mpox map reveals countries with Clade 1 risk
"Its rapid spread in eastern DRC and the reporting of cases in several neighboring countries are very worrying," the WHO's head said in a statement.
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Show more news
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
New York
United States
HQ
50-200 est. staff
45 Rockefeller Center, 7th Floor, New York, NY, 10111, US






