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:
- 800+ entities (funds, operating companies, SPVs)
- 27,000+ total unique users
- 19,000+ monthly active users
- $933M+ raised utilizing the platform
- $3.0B+ 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 - 18 months post-raise through targeted vertical sales and partnerships. Currently in discussions to integrate with 3 separate financial institutions and onboarding a new third-party admin with 40+ clients, which is the “test case” for a much larger third-party admin with more than 14,000 clients.
Financial Projections. Forecasting rapid growth with revenue expected to reach $21M by 2027, accompanied by a 60% gross margin. The company is conservatively expected to reach cash flow breakeven by the end of 2026, if not earlier.
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. After implementing Tribexa, our beta client, a third-party admin, was able to quadruple their clients without adding any additional personnel.
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Team
Professional Services
Cozen O'Connor
Aaron Krauss 215-665-4181 akrauss@cozen.com https://www.cozen.com
Tribexa Transfer LLC
Joseph Latona 954-790-6333 info@tribexatransfer.com https://www.tribexatransfer.com/