
Overview
Tribexa, a revolutionary proprietary SaaS platform, is poised to transform the $14 trillion private markets sector. As the first fully integrated, white-labeled solution designed to address the unique challenges of this fragmented industry, Tribexa offers a comprehensive suite of tools that enable asset managers, service providers, and institutional investors to streamline operations, ensure compliance, and maximize efficiency—all in one secure, user-friendly platform. In a nutshell, providing the infrastructure that is currently only enjoyed by publicly traded securities.
What makes us different? We bootstrapped Tribexa ourselves over the past 4+ years to ensure we have an institutional grade platform for private markets. We had a third-party administrator as our first beta client who was able to quadruple their business without adding any additional personnel. We are also SOC2 Type II compliant.
Why Tribexa? Proven Track Record: More than 4 years, Tribexa has been deployed across:
- 660+ entities (funds, operating companies, SPVs)
- 25,000+ total unique users
- 14,000+ monthly active users
- $820M+ raised utilizing the platform
- $2.0B+ in assets under management
- Zero downtime and
- Zero churn
Unmatched Integration. Tribexa combines fundraising, equity management, SEC registered transfer agent, e-signature, investor portals, compliance, investor relations, task & calendar management, HR tools, finance tools, portfolio tracking, data rooms and more, eliminating the need for multiple software solutions.
Competitive Edge. Tribexa offers a more comprehensive suite of features at a lower price point compared to competitors. Starting at $24k annually.
Significant Market Opportunity. Private markets are growing twice as fast as public markets, projected to reach $30 trillion by 2032. Tribexa is uniquely positioned to capture this growth with its tailored, scalable solution.
Differentiated Approach. Unlike competitors, Tribexa is software-only—empowering service providers without competing against them.
Growth Strategy. Tribexa aims to achieve break-even profitability within 12 months post-raise through targeted vertical sales and partnerships. Currently in discussions to integrate with 3 separate banks and 3 third-party admins, one will be up and running in July 2025.
Financial Projections. Forecasting rapid growth with revenue expected to reach $37.2M by 2028, accompanied by a 44% operating margin. The company is conservatively expected to reach cash flow breakeven by July 2026.
Go-to-Market Strategy. Tribexa is pursuing an initial "one-to-many" customer acquisition approach by engaging third-party administrators, lawyers, accountants, and broker-dealers —professionals with long-standing, repetitive relationships with VCs and PE vehicles.
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Team
Professional Services

Aaron Krauss 215-665-4181 akrauss@cozen.com https://www.cozen.com

Joseph Latona 954-790-6333 info@tribexatransfer.com https://www.tribexatransfer.com/

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