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Bodhi Tree Asset Management

North America, Florida, United States, Fort Lauderdale

Description

Bodhi Tree Asset Management is an investment advisor that uses evidence-based approaches to create a high-quality stock portfolio.

Investor Profile

Bodhi Tree Asset Management has backed more than 3 startups, with 0 new investments in the last 12 months alone. The firm has led 1 rounds, about 33% of its total and boasts 0 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Series Unknown, Convertible Note, Seed rounds (top funding stages).
  • Majority of deals are located in United States, India.
  • Strong thematic focus on Financial Services, FinTech, Information Technology.

Stage Focus

  • Series Unknown (33%)
  • Convertible Note (33%)
  • Seed (33%)

Country Focus

  • United States (67%)
  • India (33%)

Industry Focus

  • Financial Services
  • Fintech
  • Information Technology
  • Software
  • E-learning
  • Edtech
  • Education
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Bodhi Tree Asset Management frequently co-invest with?

Educational Testing Service (ETS)
North America, New Jersey, United States, Princeton
Co-Investments: 1
Narotam Sekhsaria Family Office
Asia, Maharashtra, India, Mumbai
Co-Investments: 1
International Finance Corporation
North America, District of Columbia, United States, Washington
Co-Investments: 1
Artisan Partners
North America, Wisconsin, United States, Milwaukee
Co-Investments: 1
Temasek Holdings
Asia, Central Region, Singapore, Singapore
Co-Investments: 1
Kaizenvest
North America, Oregon, United States, Beaverton
Co-Investments: 1
T
North America, New Jersey, United States, Princeton
Co-Investments: 1
EG
Europe, Noord-Holland, The Netherlands, Amsterdam
Co-Investments: 1
Spru Ventures
North America, New York, United States, New York
Co-Investments: 1
IIFL Finance
Asia, Maharashtra, India, Mumbai
Co-Investments: 1

Which angels does Bodhi Tree Asset Management often collaborate with?

Phalgun Kompalli
Asia, Maharashtra, India, Mumbai
Shared Deals: 1
Sunil Bharti Mittal
Asia, Delhi, India, New Delhi
Shared Deals: 1
Ronnie Screwvala
Asia, Maharashtra, India, Mumbai
Shared Deals: 1

What are some of recent deals done by Bodhi Tree Asset Management?

UpGrad

Mumbai, Maharashtra, India

UpGrad is an online higher education platform providing various programs.

E-LearningEdTechEducation
Series UnknownAug 8, 2022
Amount Raised: $205,773,466
Formidium

Downers Grove, Illinois, United States

Formidium is a global fund technology and services company powered by its proprietary Seamless Software.

Financial ServicesFinTechInformation TechnologySoftware
Convertible NoteNov 18, 2021
Amount Raised: $3,500,000
Formidium

Downers Grove, Illinois, United States

Formidium is a global fund technology and services company powered by its proprietary Seamless Software.

Financial ServicesFinTechInformation TechnologySoftware
SeedMar 16, 2020
Amount Raised: $1,000,000

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