Tech Company Financing Transactions
iCapital Funding Round
iCapital secured a $820 million funding round on 7/10/2025. Investors included SurgoCap Partners, T. Rowe Price and private investors.
Transaction Overview
Company Name
Announced On
7/10/2025
Transaction Type
Venture Equity
Amount
$820,000,000
Round
Undisclosed
Investors
SurgoCap Partners (Lead Investor)
T. Rowe Price (Lead Investor)
Proceeds Purpose
The company intends to use the funds to support strategic acquisitions that improve the advisor and client experience, empower asset managers to expand their reach and attract a broader range of investors.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
60 East 42nd St.
New York, NY 10165
USA
New York, NY 10165
USA
Phone
Website
Email Address
Overview
Powering the World's Alternative Investment Marketplace; With iCapital's solutions, customers gain the confidence to navigate and engage seamlessly in the world of alternative investments, ensuring a reliable and efficient investment experience aligned with their financial goals.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Lawrence Calcano
Chief Financial Officer
Michael Kushner
Chief Marketing Officer
Magdalena Pandiloska
Chief Operating Officer
Jeff McGoey
Chief Technical Officer
Henrique Francisco
Co-Founder
Daniel Vene
Co-Founder
Nick Veronis
VP - General Counsel
Stephen Jacobs
VP - Human Resources
Deborah Wheelock
VP - Product Management
Jason Broder
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Where The Data Comes From
We do our best to record every notable VC transaction. VC investment data records reported here are sourced from publicly available VC deal announcements. The data is sourced from VentureDeal.com, an affiliated venture.
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