smallcase
PrivateLast Round
Series D
Mar 28, 2025
Est. Valuation
$287.5M
Total Funding Raised
$112.39M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
smallcase operates in FinTech and is based in Bangalore Urban. Its latest recorded funding round was a Series D round in March 2025.
smallcase is a financial technology company that provides a digital wealth management platform enabling retail investors to build and manage diversified portfolios of stocks, ETFs, and mutual funds.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Financial Data
Business Model
B2B2C
Customer Profile
Marketplace Commission, Subscription SaaS
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
smallcase Comparables
Compare smallcase with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| SAMCO Securities | 84% | |
| Motilal Oswal Financial Services | 83% | |
| 360 ONE Wealth | 80% |
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smallcase Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Mar 28, 2025 | ||||
| Series C | Aug 18, 2021 | ||||
| Series B Extension | Dec 8, 2020 | ||||
| Series B | Sep 28, 2020 | ||||
| Series A | Feb 12, 2019 | ||||
Seed | Jul 17, 2017 |
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smallcase Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Peak XV Partners | Series B, Series C, Series A |
| Rainmatter Capital Fund | Seed |
| Arkam Ventures | Series D, Series B, Series C |
| Arkam Ventures | Series D |
| WEH Ventures | Series B, Seed, Series A, Series C |
| Blume Ventures | Series B, Series A, Series C |
| DSP Group | Seed, Series C, Series B |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 3, 2026
Platform now used by over 300 financial brands and institutions.
- Jul 3, 2026
Platforms now serve over 10 million users in India.
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smallcase Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about smallcase's valuation, stock price, and market status.
Is smallcase a public or private company?
smallcase is a private company.
What is the current stock price of smallcase?
smallcase is a private company, so its shares have no public market price. Caplight tracks smallcase's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is smallcase worth (valuation)?
smallcase's valuation is estimated at $287.5M based on funding round data.
Can I buy smallcase stock?
smallcase shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was smallcase's last funding round?
smallcase's most recent funding round was Series D on March 28, 2025.
Who are the main investors in smallcase?
Key investors in smallcase include Peak XV Partners, Rainmatter Capital Fund, DSP Group, Elev8 Venture Partners, Faering Capital.
Will smallcase IPO soon?
No public IPO plans have been announced for smallcase.
How can I track smallcase secondary market activity?
Caplight tracks bids, offers, and trades in smallcase's shares on secondary markets.