Bengaluru-based fintech startup Perfios, a Business-to-Business (B2B) software provider for financial institutions, has signed an agreement with Kedaara Capital for an investment of $229 Million in the startup’s Series D funding round through a combination of a primary fund raise and a secondary sale. Perfios plans to deploy the funds to fuel its global expansion plans in North America and Europe.

“This investment will help us in strengthening the digital transformation journey of our partners, thereby powering financial inclusion and providing access to financial services to billions across the globe,” said Sabyasachi Goswami, chief executive officer of Perfios. 

The company also plans to invest in new-age technologies to enhance its comprehensive stack of decision analytics SaaS products to solve the entire end-to-end customer journey across banking, insurance, and embedded commerce.

“We look forward to using our operational expertise and deep connectivity in the financial services and technology spaces to help support the company in this next phase of its growth journey,” said Kartikeya Kaji, managing director at Kedaara Capital.

Founded in 2008 by V.R. Govindarajan, and Goswami, Perfios is a B2B SaaS company serving the Banking, Financial Services, and Insurance industry in 18 countries. Perfios acquired Karza Technologies in March of 2022 and since then the combined entity is now the leading firm.

Perfios claims to deliver 8.2 billion data points to banks and financial institutions every year to facilitate faster decision-making and process 1.7 billion transactions a year with an AUM of $36 billion.

Key Offerings of Perfios

Data Analytics and Decisioning: Perfios provides advanced data analytics tools that help financial institutions extract valuable insights from complex financial data. This enables institutions to make informed decisions, manage risks effectively, and enhance customer experiences.

Credit Underwriting: Perfios’ credit underwriting solutions enable lenders to assess the creditworthiness of applicants swiftly and accurately. By automating the underwriting process and analyzing financial data comprehensively, lenders can reduce turnaround times and improve loan portfolio quality.

Fraud Detection: In the age of digital transactions, fraud detection is paramount. Perfios offers robust fraud detection solutions that use artificial intelligence and machine learning to identify and mitigate fraudulent activities in real time.

Account Aggregation: Managing financial data from multiple sources can be challenging. Perfios simplifies this task with its account aggregation solutions, allowing institutions to access and consolidate financial data seamlessly.

Digital Lending: Perfios supports digital lending initiatives by enabling paperless and efficient loan origination processes. This helps lenders cater to the demands of modern borrowers and stay competitive in the digital era.

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