Formulary
Artificial Intelligence · Custody & Fund Administration
$4.2Mlatest round · Venture round · Mar 2025 · 19 mo ago
4backers · Human Ventures, Left Lane Capital
2025founded
11stories in the press
Overview
Formulary Financial is a modern fund administrator that combines best-in-class talent and technology to deliver unparalleled partnership for GPs and LPs.
Funding and backers
Total raised
$4.2M
1 round on record
Latest round
$4.2M
Venture round · Mar 2025 · 19 mo ago
Backers
4
Human Ventures, Left Lane Capital
The money's age
Due for its next round
19 months since the last round · not hiring
Momentum
15/100
in the news
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
Tractionpublic signals, read monthly
Web presence
top 23%
of 133.2M domains by links, Common Crawl
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Mar 2025 | $4.2M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Formulary Financial, Inc. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Alfia IlichevaExecutive Officer, DirectorSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
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Financials
Total raised
$4.2M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Venture - Series Unknown | 2025 | $4.2M | Details |
People
Alfia Ilicheva
Executive Officer, 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
Serena VenturesVia a fund
Serena VenturesVia a fund
Human VenturesVia a fund
Left Lane 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
Rapid increase in Humira biosimilar orders after CVS formulary change not sustained
Prescriptions for an adalimumab biosimilar among new users rose from 0% to 24% after CVS Caremark added it to its formulary, but then fell to 10% 1 month later, according to data published in Arthritis Care & Research."Adalimumab is the highest-grossing d
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Report
Serve You Rx Launches Biosimilar Advantage Formulary to Provide Lower Upfront Cost Options for Specialty Drugs
New Formulary Strategy Advances Biosimilar Adoption and Affordability
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Report
Report
Achieving High Quality, Low Cost Objectives: Formulary Management Across the Care Continuum
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Report
Report
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Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Weston
United States
HQ