Stratiphy, a Proprietary Tech Developer Supporting Professionally Managed Investment Portfolios, Raises £206,119 via Crowdcube

Stratiphy, which has developed proprietary tech giving users a toolkit to form expertly managed portfolios, without the need for an advisor, has raised 82% (£206,119.46) of its  £250,000 target from 112 investors (at the time of writing) with 7 days left in the firm’s crowdfunding campaign, carried out via Crowdcube.

The firm notes that high net worths have access to professional investing techniques, so why can’t everyone else? Stratiphy claims it has created proprietary tech giving users a set of digital tools in order to form professionally managed investment portfolios, without requiring an expert advisor.

Stratiphy are supported by industry experts and management “with over 30 years in finance.”

Stratiphy is based in the UK. It offers 7.69% Equity; reports a £3,000,000 Pre-money valuation; a share price of £15.02.

Key highlights are:

  • AI-powered & risk managed investment strategies tailored to each user
  • Trading planned following FCA authorisation
  • App launched as beta in April 2023
  • Management team with significant financial services experience

As noted by the firm’s management:

“Unless an investor has significant capital to invest, we believe that they will be unable to create a sophisticated investing strategy. Drawing inspiration from the banking sector, Stratiphy is bringing systematic investing to the mass market for retail and corporate clients through proprietary tech.”

The company added:

“With the complexity out of sight and an elegant interface, our investment app lets users create AI powered investment strategies. Behind the scenes we implement risk management and portfolio construction methods, and we educate users about the investing fundamentals.”

Their tech is designed “for hyper-personalization and avoids falling into the one-size-fits-all approach of model portfolios.”

The UK is expected “to have over 8.7m people using robo-advisory services by 2027.”

According to research, “more than 50% of current investors would increase their investments if they had the option of using automated advice or a robo-advisor.”

Since their last raise:

  • Switched regulatory path to direct authorisation and advanced application with FCA
  • Grown waiting list to 2.5k, with 90% of initial testers willing to pay
  • Launched enterprise solution API for strategy analytics & carbon offsetting
  • Received interest amongst FTSE100 finance firms and SMEs & signed initial contracts with Blue Marble & ZeroBees

This funding is to extend their runway “by 12 months and finalize their regulatory approval.”

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