Formulary

Venture-backed companyformulary.co

Formulary Financial is a modern fund administrator that combines best-in-class talent and technology to deliver unparalleled partnership for GPs and LPs.

Rounds on record
0
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Ask DFX about thisView relationshipsFinancing historyInvestorsOwnership and outcomes
As of · the latest observation of this company; each round carries its own date

2 additional investors

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 5 investors
    named

    5 investors on record;

    The investors already on the cap table shape who leads the next round.

    Factfunding announcements, portfolio pages and Form DFor Investors, foundersInvestors →
Drawing the relationship network…
Facts
Year of incorporation
unknown
Revenue range (Form D)
unknown
Rounds on record
0
Disclosed raised
unknownsum of rounds with a disclosed amount only
Named investors
5
Financing history
0 rounds
No dated round yet.
Investors on record
5 edges
Ownership and outcomes
none on record
No later owner or exit on record: no private equity sponsor position and no acquisition, listing or IPO report names this company.
Credit relationships
none on record
No lender position matched to this company.
People
0 officers, 0 directors
No officer or director on record.
Timeline
0 events
No dated event on record.
Evidence
5 observations
Every observation on this company
  • Description: Oct 1, 2026 Fact no URL
  • Investors named on site: 4 Oct 1, 2026 Fact no URL
  • Listed on portfolio page: Oct 1, 2026 Fact Firm website
  • Website status: ok Oct 1, 2026 Fact no URL
  • Site title: Oct 1, 2026 Fact no URL

Relationships across DFX

18 capital paths
Capital chain

Formulary sits on 18 traced paths of capital across the graphs.

Allocator to VC fund to manager to company

DFX traced 18 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…