FinDox
The business, the turning points, and the decisions behind them.
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Sections to complete：02 · 05
01 / WHAT IT BUILT
What the company did
FinDox was an El Segundo, California-based fintech founded in 2016 by Tejs Broberg (previously of LendAmend, acquired by FIS). It built a workflow management and data platform for financial professionals: confidential document aggregation, restricted-list automation, and regulatory reporting for private credit markets in the US and Europe — including an automated insider-trading management platform. Its repository held 3+ million confidential investment documents from ~25,000 deals behind a compliance meta-layer. Backed by Aquiline Capital Partners, Nucleus Adventure Capital, OAK'S LAB, and TCA Venture Group ($9.1M raised per PitchBook), FinDox was acquired by Reorg (now Octus Intelligence) on November 9, 2022.
02 / FAILURE REASONS
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03 / EVENT HISTORY
Events in the structured record
- Founded
Tejs Broberg founded FinDox in El Segundo, California, in 2016 to build document, compliance, and workflow management products for investment managers.
- Live with clients
FinDox went live in January 2018 with contracts at several large investment firms, offering secure file sharing, monitoring, and access controls.
- Acquired by Reorg
On November 9, 2022, Reorg (now Octus Intelligence) acquired FinDox, adding its document aggregation and compliance platform to Reorg's credit-market data and workflow tools.
04 / CONTEMPORARY REBUILD ASSESSMENT
Difficulty of rebuilding this project today
Material for this section is being gathered and checked. It will appear here once ready.
Overall assessment: Not completed
05 / CAUSAL CHAIN / AFTERMATH
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