# Siepe

> Siepe is a Dallas-based financial technology company that builds cloud software and tech-enabled services for private credit, CLO, and alternative investment managers. Founded in 2012 by former hedge-fund CTO Michael Pusateri, Siepe helps front, middle, and back-office teams turn scattered loan, borrower, and investor data into a single, transparent asset - reducing operational risk and letting managers scale without adding proportional headcount. In August 2024 the company raised a $30M Series B led by WestCap.

- **Founded:** 2012
- **Headquarters:** Dallas, Texas, United States
- **Founders:** Michael Pusateri (Founder & CEO)
- **Team size:** ~120 employees
- **Products:** Portfolio Management Software, Operations & Accounting, Collateral Administration, Data Management, Compliance & Legal
- **Notable:** Raised $30M Series B led by WestCap in August 2024, Added over $7.7B in new assets under administration in H1 2024, Signed 19 CLO/private-credit deals with 8 top-tier US CLO managers

## Products & services

- **Portfolio Management Software** — Cloud-based platform that lets fund managers leverage data as a strategic asset with real-time portfolio transparency and performance analytics.
- **Operations & Accounting** — Tech-enabled services covering post-trade execution, settlements, reconciliation, P&L, and reporting.
- **Collateral Administration** — Services purpose-built for CLO and private credit managers, including loan and security reference data support.
- **Data Management** — Aggregation, cleansing, and processing of financial data from disparate sources into a single source of truth.
- **Compliance & Legal** — Solutions addressing regulatory reporting and compliance requirements for investment managers.
- **Middle Office Services** — Outsourced middle- and back-office operations that help managers scale without adding staff.
- **Cloud IT Infrastructure** — Secure, scalable public-cloud solutions and managed IT services, with disaster recovery and business continuity.
- **AI & Machine Learning capabilities** — Automated financial data extraction and analytics; a multi-product AI/ML roadmap funded by the 2024 Series B.

## Achievements

- Raised $30M Series B led by WestCap in August 2024
- Added over $7.7B in new assets under administration in H1 2024
- Signed 19 CLO/private-credit deals with 8 top-tier US CLO managers
- Opened international offices in London, Dublin, and Malaysia
- Named to the Inc. 5000 and Dallas 100 fast-growth lists
- Onboarded front-office software clients managing $80B and $6B AUM

## Latest updates

- **2024-08** — Closed $30M Series B led by WestCap to fund a multi-product AI/ML roadmap and appointed Mark Schultis as President.
- **2025-03** — Expanded internationally with new offices in London, Dublin, and Malaysia; appointed Phong Lam as Managing Director, EMEA.
- **2024** — Expanded leadership team to strengthen CLO and leveraged-finance optimization for alternative investment managers.

## Links

- Website: https://siepe.com
- LinkedIn: https://www.linkedin.com/company/siepe
- Twitter/X: https://twitter.com/siepellc
- Facebook: https://facebook.com/siepellc

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Profile page: https://yespress.io/siepe
Published by YesPress — https://yespress.io
Last updated: 2026-07-18