About OSYTE
OSYTE serves investment managers who oversee public and private assets, helping them bring their work into one system. Its software uses artificial intelligence to support investment choices and the work of putting them into action. It is built for institutional mandates, family offices and pooled alternative-investment funds.
OSYTE is based in Seattle, where Charles Anselm serves as its chief executive officer and co-founder.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Oct 14, 2026 | Nov 10, 2026 | $1,650,000of $2.5M target | 17 | $97,059 | Debt, OptionsRule 506(b) | Form D ↗ |
| Oct 15, 2024 | Oct 29, 2024 | $5,826,306of $6.1M target | 23 | $253K | Equity, Securities on exerciseRule 506(b) | Form D ↗ |
| Jan 11, 2022 | Jan 13, 2022 | $747,240of $922K target | 9 | $83,027 | EquityRule 506(b) | Form D ↗ |
| Dec 17, 2020 | Jan 5, 2021 | $50,000of $350K target | 1 | $50,000 | SAFE (Simple Agreement for Future Equity)Rule 506(b) | Form D ↗ |
| Total, four offerings | $8,273,546 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Rounds announced by OSYTE
What the company said publicly about its funding. Announced amounts can differ from Form D figures: an announcement can combine several closings, and some money is raised without a Form D.
| Announced | Round | Amount | Investors | Source |
|---|---|---|---|---|
| Nov 19, 2024 | Seed | $4 million | Moneta Ventures (lead), SixThirty Ventures; Altari Ventures; Tacoma Venture Fund; Sigmas Group Family Office | PR Newswire announcement ↗ |
Why Investors Backed OSYTE
OSYTE sells a multi-asset portfolio workbench to institutions and family offices. Investors cited its ability to handle both portfolio and operating complexity at scale. The platform joins decision tools with the work needed to carry out trades. OSYTE links growing demand to capital moving from traditional holdings into alternatives.
The problem it targets
About 50,000 single-family offices, multi-family offices and institutional fund managers face growing strain as capital shifts from traditional to alternative investments. Mixed portfolios add liquidity, risk and trading work across public and private assets. OSYTE argues that these demands raise complexity, cost and operating risk, while taking time from higher-value investment work.
What the product does
The platform tracks liquidity for hedge funds and commitments to private investments. It applies artificial intelligence and machine learning to portfolio optimization, then supports risk analysis, exposure analysis and rebalancing. The same system streamlines trading across liquid and illiquid securities. OSYTE estimates customers can cut the related operating overhead by 80%.
Progress so far
OSYTE planned to use its seed capital to expand sales, speed its artificial-intelligence roadmap and grow its client-management team. Its employees brought portfolio-management experience from a large outsourced investment office. There, they had managed billions of dollars for endowments, foundations, pension funds and other institutional investors. That background gave the company direct experience with the work its product targets.
Who backs it
Moneta Ventures led the financing, with three other venture firms and a family office participating. SixThirty viewed OSYTE as built to handle client and operating complexity at institutional scale. It also saw the platform as a way for institutions to manage mixed portfolios without the same operating burden. The financing included a planned board appointment for Moneta partner Ashu Bhalla.
How the market is moving
In November 2024, OSYTE projected that private assets under management would surpass $15 trillion while growing nearly 20% a year over the next five years. It also described trillions of dollars moving from traditional holdings into alternatives. That trend increases the need to manage public, private, liquid and illiquid assets together.
We wrote this summary from public statements by OSYTE and its investors. It is not investment advice.
OSYTE in the News
Leadership Team
Executive officers and directors listed on OSYTE's Form D filed Nov 10, 2026.
