Gilon
- Company typePrivate
- Founded2023
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingSoftware
Gilon firmographics
Firmographics- Name
- Gilon
- Legal name
- Gilon
- Website
- https://gilonus.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Gilon industry classification
Industry- Product category
- Private Asset Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
- akta.pro secondary industry
- Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)
Keywords
Where Gilon is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Gilon business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Distribution channels1 record
Marketing channels3 records
Gilon product offering
Product offeringCore offering
Gilon is an AI-powered platform that helps angel investors and family offices track, value, trade, and analyze private investments including startup equity, SAFEs, convertible notes, preferred shares, warrants, and SPV interests. It combines a consolidated portfolio dashboard, a secure internal exchange for secondary transactions built on SPV architecture with a Financial Firewall, and AI-driven company assessment, document reading, valuation analysis, and trajectory modeling.
Product overview
Gilon is a unified AI-powered platform for angel investors and family offices, combining three core capabilities: Portfolio Tracking for consolidating all private holdings in a single dashboard, a Secure Exchange for trading through an internal marketplace with SPV architecture and Financial Firewall protection, and AI Insights for deep company assessment, valuation analysis, and trajectory modeling. The platform supports all private instruments (preferred shares, SAFEs, convertible notes, warrants, SPV interests) and uses AI to read documents and auto-generate structured investment records.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Tracking A consolidated, real-time dashboard providing a single view of all private investments across every instrument, structure, and stage, supporting preferred shares, SAFEs, convertible loans, warrants, and SPV interests with AI-powered auto-generation of investment records from uploaded documents. Built for accredited investors and family offices.
- Secure Exchange
Companies that use Gilon
Customer profileSegments2 records
Ideal customer profiles2 records
Gilon technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature5 records
Gilon partnerships and signals
Strategic signalScale indicators1 record
Expansion highlights3 records
Gilon competitors and assessment
Company assessmentDirect peers
- Carta: Carta is the dominant cap-table, equity management, and (more recently) private secondary trading platform for startups and their investors. It directly overlaps with Gilon's portfolio tracking and exchange ambitions and is the most consequential competitor in the segment.
- Forge Global: Forge Global is a leading private securities marketplace and data provider for pre-IPO shares. It competes with Gilon's internal exchange, especially for family-office and accredited-investor liquidity needs in late-stage private positions.
- AngelList: AngelList operates one of the largest private investment platforms for angels, syndicates, and funds, with built-in SPV/Roll Up Vehicles. It competes directly with Gilon's co-investor matching, SPV architecture, and exchange functionality.
- Sydecar: Sydecar is purpose-built for forming and operating SPVs for private deals, serving angels, family offices, and fund managers. Its SPV-first approach closely parallels Gilon's Financial Firewall / SPV architecture for private secondary trading.
- EquityZen: EquityZen operates a secondary marketplace for private company shares, providing liquidity to employees and investors. It is a direct competitor to Gilon's Secure Exchange product for accredited investors seeking liquidity in private holdings.
Broad incumbents
- Juniper Square: Juniper Square offers investor CRM, fund administration, and reporting tools for private fund managers and their LPs. It overlaps with Gilon's private-market portfolio tracking and insights use case, particularly for family-office LPs.
- iCapital: iCapital is a large, well-funded platform that provides wealth managers and family offices with access to private market funds, alternative investments, and structured products. It is a broad incumbent serving the same high-net-end of the Gilon customer base.
- Addepar: Addepar provides portfolio management, analytics, and reporting software for family offices, RIAs, and private wealth managers. It is a broader incumbent in the family-office portfolio management space that Gilon is targeting.
Emerging players
- Rainmaker Securities: Rainmaker is a secondary-market advisory and exchange platform for private company shares, working with shareholders, companies, and brokers. It is an emerging player overlapping with Gilon's internal exchange and liquidity offerings for private holdings.
- Privatedoor: Privatedoor offers an AI-driven platform for managing private investment portfolios for individual investors and family offices. It is a closer niche overlap with Gilon's portfolio tracking and AI insights capabilities, though narrower in scope than Gilon's full exchange offering.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights5 records
Customer concentration
Gilon financial estimates
Financial estimateRevenue estimate
Valuation estimate
Gilon leadership team
Management profileNumber of profiles
Profiles3 records
Gilon funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Gilon 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 Gilon
What does Gilon do?
Gilon is an AI-powered platform that helps angel investors and family offices track, value, trade, and analyze private investments including startup equity, SAFEs, convertible notes, preferred shares, warrants, and SPV interests. It combines a consolidated portfolio dashboard, a secure internal exchange for secondary transactions built on SPV architecture with a Financial Firewall, and AI-driven company assessment, document reading, valuation analysis, and trajectory modeling.
Is Gilon a public or private company?
Gilon is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Gilon founded?
Gilon was founded in 2023. It employs 1 to 10 people.
Where is Gilon based?
Gilon is headquartered in New York, United States, in the North America region.
Who are Gilon's main competitors?
Direct peers on record are Carta, Forge Global, AngelList, Sydecar and EquityZen. Broad incumbents are Juniper Square, iCapital and Addepar. Emerging players are Rainmaker Securities and Privatedoor.
Does Gilon have an API?
No public API is recorded for Gilon.
What industry is Gilon in?
Gilon's product category is Private Asset Management Software. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSAAACAJ, Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward). Its NAICS code is 523940 and its SIC code is 6282.