Bite Investments

What Bite Investments does

Bite Investments is a London-headquartered fintech providing the Bite Stream SaaS platform to private capital and alternative investment managers. Founded in 2019, the company operates a modular cloud platform (hosted on Microsoft Azure, SOC2 Type II certified) covering the full investor lifecycle: fundraising, investor onboarding, KYC/AML compliance, investor relations, CRM, e-subscriptions, investor reporting, and investment lifecycle management. In March 2026 the company acquired Untap, integrating AI-driven fund intelligence, portfolio monitoring, ESG reporting, and value-creation tracking into the platform. In June 2026 the company rebranded as Investor Pointe, repositioning as a unified technology and services company combining an AI-enabled platform with specialist operational support for private markets firms.

The company serves five customer segments: investment managers (primary), family offices, wealth managers and advisors, placement agents, and fund administrators. Named customers include Coller Capital, OAK HILL, VI Asset Management, MMI, Beacon Ridge, ORPHEUS Partners, MOLOKAI Capital, and Kettera Strategies. Bite Investments monetizes through enterprise SaaS subscriptions with custom pricing tied to assets under management, investor count, and module selection; billing is annual. Distribution combines direct enterprise field sales, self-serve SaaS access for mid-market buyers, and channel partnerships through wealthtech ecosystem players.

Operationally, Bite Investments raised a $25 million growth equity round led by NewSpring Growth in September 2025, bringing total disclosed funding to approximately $52.6 million across eight rounds since 2018. The company holds subsidiaries including Bite Asset Management (Cayman) Limited and BITE Investments (Cayman) Ltd, supporting cross-border operations across UK, US, Singapore, and Hong Kong. Leadership comprises CEO and co-founder William Rudebeck alongside CXO-level executives covering investment, marketing, operations, innovation, information, and people functions.

Name

Bite Investments

Legal name

BITE Investments (UK) Limited

Website

https://biteinvestments.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

Bite Investments (now Investor Pointe) provides the Bite Stream SaaS platform for private capital and alternative investment managers, covering fundraising, onboarding, compliance, CRM, reporting, and portfolio monitoring. It serves investment managers, family offices, wealth managers, placement agents, and fund administrators globally.

Ownership category

akta.pro rank

Product category

Alternative Investment Software

NAICS

Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151)

SIC

Investment Advice (6282), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

Keywords

• Investor management software
• Fundraising platform
• Alternative investment technology
• Wealth management SaaS
• Investor onboarding platform

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Platform Subscription: Subscription-based SaaS model providing access to the Bite Stream platform for investor management, compliance, and reporting. Pricing likely tiered based on assets under management, number of investors, or feature modules.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Bite Investments provides Bite Stream, an end-to-end, modular cloud-based SaaS platform hosted on Microsoft Azure that serves as a single hub for managing the entire investor journey for private capital and alternative investment firms. The platform covers fundraising, investor onboarding with multi-jurisdictional KYC/AML compliance, investor relations and CRM, e-subscriptions, investment lifecycle management, and investor reporting. Following the acquisition of Untap, the platform integrates AI-driven fund intelligence, ESG reporting, and portfolio monitoring capabilities, supported by SOC 2 Type II certified security architecture.

Product overview

Bite Investments (now rebranded as Investor Pointe) offers a unified platform-plus-modules architecture centered on Bite Stream, its flagship SaaS platform for private capital and alternative investments. The platform provides end-to-end coverage of the investor lifecycle through integrated modules including Investor Onboarding (KYC/AML compliance), Investor Relations & Fundraising, Investor Management & CRM, Investor Reporting, and Investment Lifecycle management. Following the March 2026 acquisition of Untap, the platform was expanded to include AI-driven fund intelligence, ESG reporting capabilities, and enhanced portfolio monitoring and analytics for private-market and wealth management clients.

Differentiator

Problem solved

Functional benefit

Brands

• Bite Stream: End-to-end SaaS platform for fundraising and investor management software, providing tools for investor onboarding, investor relations, fundraising, investor reporting, investment lifecycle management, and CRM for private capital managers and alternative investment firms
• Untap

Products and services

• Bite Stream Bite Stream is an end-to-end, modular SaaS platform providing a single cloud-based hub for managing every stage of the investor journey for private capital managers, including fundraising, investor onboarding, CRM, e-subscriptions, compliance, and reporting. It is targeted at investment managers, family offices, wealth managers, placement agents, and fund administrators globally.

Quantifiable outcome

• Reduces investor onboarding time through automated KYC/AML workflows
• +1 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Juniper Square: Juniper Square is a leading investor management and fundraising platform for GPs and LPs across PE, VC, real estate, and other alternatives. It competes head-to-head with Bite Stream for fund manager CRM, investor onboarding, and reporting workflows.
• DealCloud (Intapp): DealCloud provides CRM and deal management software purpose-built for private capital and advisory firms, with fundraising pipelines, investor management, and relationship intelligence — directly overlapping with Bite Stream's CRM and IR modules.
• Allvue Systems: Allvue offers software for alternative investment managers covering fund accounting, CRM, investor reporting, and portfolio monitoring. It serves PE, VC, credit, and real estate managers, directly competing with Bite Stream's end-to-end lifecycle positioning.
• Dynamo Software: Dynamo provides configurable software for alternative investment managers spanning investor relations, fund accounting, and CRM. Its target buyer and functional overlap closely mirror Bite Stream's mid-market to enterprise PE/VC customer base.
• Carta: Carta is a major private market infrastructure provider with cap table management, fund administration, and investor reporting capabilities. Its expansion into fund management and LP workflows places it in direct competition with Bite Stream's investor management modules.

Broad incumbents

• eFront (BlackRock): eFront, owned by BlackRock, is a large incumbent platform for alternative investment managers with deep enterprise capabilities in portfolio monitoring, investor reporting, and data management. It is a broad incumbent competing with Bite Stream's portfolio analytics and reporting modules.
• SS&C Advent: SS&C (through Advent and other acquired platforms) provides large-scale fund accounting, CRM, and investor accounting software to alternative managers. As a broad incumbent, it competes with parts of Bite Stream's stack at the enterprise end of the market.
• Addepar: Addepar is a wealth management technology platform with portfolio analytics, reporting, and increasingly alternative investment support. As a broader incumbent in the wealth platform space, it competes for wealth-manager buyers evaluating Bite Stream.

Emerging players

• iCapital: iCapital operates a digital platform for wealth managers and advisors to access alternative investments, including onboarding, due diligence, and reporting. It overlaps with Bite Stream's wealth-manager-facing alternative access workflows but is more marketplace-led.
• CAIS: CAIS provides a digital marketplace and infrastructure connecting wealth advisors with alternative investment funds, including subscription and reporting workflows. It overlaps with Bite Stream's wealth-manager-facing alternative distribution and onboarding capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/BiteInvestments
• YouTubeyoutube.com/channel/UCTPg4TASDdKV2TVCyPNLDUA
• Facebookfacebook.com/BITEInvestments
• LinkedInlinkedin.com/company/bite-alternativeinvestments

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

Funding overview

Funding rounds8 records

Investors12 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bite Investments