Localvest
Localvest is a privately held SaaS investor communications platform founded in 2017 in Washington, United States. It raised approximately $1.58 million in March 2022 led by Stony Lonesome Group, though its primary domain is currently parked with no active operations visible.
- Company typePrivate
- Founded2017
- HeadquartersWashington, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
Localvest firmographics
Firmographics- Name
- Localvest
- Website
- https://localvest.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Localvest is a privately held SaaS investor communications platform founded in 2017 in Washington, United States. It raised approximately $1.58 million in March 2022 led by Stony Lonesome Group, though its primary domain is currently parked with no active operations visible.
- Ownership category
- akta.pro rank
Localvest industry classification
Industry- Product category
- Investor Relations Software
- NAICS
- Software Publishers (513210), Mortgage and Nonmortgage Loan Brokers (522310)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Affinity, Membership & Association Referral Programs (FSAEAMAL)
- akta.pro secondary industries
- Private Placements (144A/Reg S/MTN) (FSACABAK), Main Street Business Brokerage (SMB/Owner-Operated) (FSAEAIAA)
Keywords
Where Localvest is headquartered
LocationHeadquarters
- HQ city
- Washington
- HQ country
- United States
- HQ region
- North America
Markets served
Localvest business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Localvest product offering
Product offeringCore offering
Localvest is a SaaS investor communications platform that provides software for companies to communicate with their investors. The platform was designed to support investor relations workflows for organizations managing investor relationships.
Differentiator
Problem solved
Functional benefit
Products and services
- Localvest Investor Communications Platform SaaS platform that provides investor communications functionality for organizations that need to manage and communicate with their investor base.
Companies that use Localvest
Customer profileIdeal customer profiles1 record
Localvest technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Localvest competitors and assessment
Company assessmentDirect peers
- Carta: Cap table management and investor communications platform for private companies and funds. Comparable as a SaaS investor communications and stakeholder management product, though oriented to private equity/venture cap tables rather than municipal issuance.
- Juniper Square: Investor management and communications software for real estate and private fund sponsors. Comparable as a SaaS investor communications and reporting platform for private/local investment vehicles.
- Q4 Inc. Public SaaS investor relations and communications platform serving public companies and issuers. Directly comparable to Localvest's stated positioning as a SaaS investor communications platform, but at significantly greater scale.
- iCapital Network: Alternative-investments platform that connects issuers of private placements with advisors and investors. Comparable to Localvest where Localvest facilitates investor access to local/community investment opportunities.
- Issuer Direct: SaaS provider of investor communications, disclosure, and annual meeting services for public companies. Closely comparable functionality to Localvest's described product at smaller scale.
- Intralinks (SS&C): Deal-making and investor communications platform used for private placements, syndicated lending, and M&A. Comparable to Localvest where Localvest handles communications around local or community investment offerings.
Broad incumbents
- Workiva: Cloud platform for SEC reporting, ESG, audit, and investor communications used by thousands of public and large private issuers. Overlaps with Localvest's investor communications focus as part of a broader regulatory and disclosure suite.
- Notified: Investor relations and PR communications SaaS (spun out of West Corporation). Provides IR websites, earnings, and disclosure workflows comparable to the functionality implied by Localvest's positioning.
- Donnelley Financial Solutions (DFIN): Financial communications and SEC filing solutions provider to issuers and advisors. Comparable as a technology-enabled investor communications and disclosure workflow provider, serving as an incumbent reference point.
Others
- EMMA / MSRB: Official Municipal Securities Rulemaking Board portal for municipal securities disclosure. Relevant adjacent infrastructure to Localvest's likely focus on local/municipal investor communications, representing both a potential partner and a free reference point for issuer disclosure.
Market position
Customer concentration
Localvest social profiles
Digital presenceLocalvest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Localvest leadership team
Management profileNumber of profiles
Profiles3 records
Localvest funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Localvest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Localvest
What does Localvest do?
Localvest is a SaaS investor communications platform that provides software for companies to communicate with their investors. The platform was designed to support investor relations workflows for organizations managing investor relationships.
When was Localvest founded?
Localvest was founded in 2017. It employs 1 to 10 people.
Where is Localvest based?
Localvest is headquartered in Washington, United States, in the North America region.
Who are Localvest's main competitors?
Direct peers on record are Carta, Juniper Square, Q4 Inc., iCapital Network, Issuer Direct and Intralinks (SS&C). Broad incumbents are Workiva, Notified and Donnelley Financial Solutions (DFIN). EMMA / MSRB is listed as an others.
Does Localvest have an API?
No public API is recorded for Localvest.
What industry is Localvest in?
Localvest's product category is Investor Relations Software. Its primary akta.pro industry code is FSAEAMAL, Affinity, Membership & Association Referral Programs, with a secondary code of FSACABAK, Private Placements (144A/Reg S/MTN). Its NAICS code is 513210 and its SIC code is 7370.