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
Outcome stated by investors

Listed on 5 firm portfolio pages; none states an outcome (acquired, public, exited or active). DFX does not assume the company is active.

Evidence: 5 listingseach firm's own card, as read
  • Status not stated on Acrew Capital Management, L.P. · the firm's card prints no outcome · read Oct 1, 2026 formulary.co
    “Formulary Financial, a full-service, AI-native fund administrator, today announced it has emerged from stealth with $4.6 million in seed funding led by Khosla Ventures, with participation from Acrew C”
  • Status not stated on Alumni Ventures · the firm's card prints no outcome · read Oct 1, 2026 formulary.co
    “Formulary Financial, a full-service, AI-native fund administrator, today announced it has emerged from stealth with $4.6 million in seed funding led by Khosla Ventures, with participation from Acrew C”
  • Status not stated on Human Ventures LLC · the firm's card prints no outcome · read Oct 1, 2026 formulary.co
    “Formulary Financial, a full-service, AI-native fund administrator, today announced it has emerged from stealth with $4.6 million in seed funding led by Khosla Ventures, with participation from Acrew C”

2 more listings counted above; the firms are named with a plan.

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
  • Investors named on site: 4 Oct 1, 2026 Fact
  • Listed on portfolio page: Oct 1, 2026 Fact Firm website
  • Website status: ok Oct 1, 2026 Fact
  • Site title: Oct 1, 2026 Fact

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…