Tumelo ProxySphere provides a pass-through voting infrastructure that allows both institutional and retail investors to participate in decision-making for pooled funds through customizable voting policies. This technology addresses the lack of direct voting access for investors, ensuring that no vote goes un-voted and enhancing shareholder engagement.
Funding
$29.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
TFounders
Product
Problem
Many pooled investment funds lack direct voting access for underlying investors, preventing them from participating in shareholder decisions. This absence of pass-through voting leaves votes uncast and diminishes shareholder engagement.
Solution
Tumelo ProxySphere provides a pass-through voting infrastructure that enables both institutional and retail investors to participate in decision-making for pooled funds. The technology allows fund managers to offer customized stewardship to their pooled-fund clients, ensuring that no vote goes un-voted. Investors can access a broad suite of voting policies through an intuitive user interface, allowing them to select a voting policy or vote on individual proposals. The platform is designed to be robust, scalable, and adaptable to each investor’s unique needs.
Target Audience
The primary customers are fund managers and financial institutions looking to offer customized stewardship and pass-through voting to their pooled-fund clients.
Features
- Pass-through voting for both institutional and retail investors
- Customizable voting policies
- Intuitive, modern interface
- Voting-policy agnostic
- Proposal-theme filtering
- Ensures no vote goes un-voted