# Quantbase

Automated high risk investments in stocks, crypto, NFTs, and alternative assets.

## Elevator pitch
Quantbase offers retail investors fully automated investment funds for the 20%-30% of your portfolio seeking outsized return. These funds include leveraged investing, cryptocurrency, quantitative investing, sentiment investing, as well as alternative asset indexes covering NFTs, fine arts, and sports betting.

- Canonical URL: https://wefunder.com/quantbase
- Entity ID: wefunder:company:95282
- Last updated: 2026-06-09T05:00:31Z
- Generated at: 2026-06-10T00:54:01Z

## Quick facts
- Nearly $400k+ raised from hedge fund execs, VC, YC alumni, and a NYT-featured influencer w/ 600k followers
- 5,000+ on waitlist with $0 ad spend
- $90M+ AUM soft committed by waitlist users
- High risk investing has exploded from $0.5T in assets in 2020, to nearly $5T today
- Team has past exits, background at hedge funds, portfolio management, full-stack software, and AI
- SEC-registered investment advisor

## Active fundraises
- wefunder:fundraise:49968: 4(a)(6) successful (USD)
- wefunder:fundraise:49969: 4(a)(6) successful (USD)

## FAQ
1. **Did you launch yet, and if so, what do your numbers look like in terms of a) users, b) AUM, and c) monthly revenue?**
   - Hey Kevin! We're still in beta, but currently growing AUM 313% WoW
2. **Can I invest through my Self Directed Roth IRA?**
   - Hey James! Not just yet, but that's a high priority we want to offer in the next 2 months - not only for the tax advantages - but also because there are many portfolios here we recommend for 20 years or more. The value there is you trade the short-term volatility inherent to (smart) high-risk investing to gain the long-term high-upside!
3. **Are there going to be trademark issues with quantbase.eu? Any plans to go into digital banking? Thanks**
   - On the trademark question: none that we foresee at the moment! We're separate industries and primarily operate in different markets, so no current concerns. Our mission is "high risk investing, made effortless", so we aim to monopolize activities around high risk investing: margin, alternative asset investing, quantitative investing, and more. Traditional digital banking in the mainstream is nearly the opposite of this, but we can see exciting developments with: offering higher interest rates...
4. **Will you use Quantum Computing in your AI models?**
   - The team certainly watches tech developments (particularly those around computing power and efficiency - like quantum computing) very closely. As we build out more portfolios for users, fully optimizing them already requires a lot of computation, and would certainly look to stronger options like quantum computing as them become more commercially viable!
5. **Congrats on your early traction!! A couple of questions - 1) Are you planning to have any funds that are similar to short ETFs i.e. benefit from market downturn? 2) Wondering how feasible is it to automate NFT trading? The market seems to be rife with scammers and artificially...**
   - Thank you for this question! 1) We already have 2 listed on the site that will be available soon: Market Panic Index and the Buffer Fund. Neither of these are short, but they are oriented around success in downturns! We also have fully-automated Boglehead's 3 Fund and the Ray Dalio's All Weather Fund (including a leveraged version) 2) This is certainly a challenge. We've already made some proof-of-concepts internally of an NFT Index - the hardest part is getting the right algorithm and the ri...

## Team
- Thomas Stewart (Co-Founder and CEO)
- Som Mohapatra (Co-Founder and CIO)

## Q&A
- Q: Som, Thank you for your replies. 1. What is you anticipated valuation in a year and five years? Just looking for low end realistic and best guess. 2. Exit plan? When and who would buy you..a larger IB? Or would you stick around for years and pay some sort of dividend to owners? 3. How does your AI beat the market? Everyone is trying to beat the market. Or do I have it wrong? Thanks again.
  - A: Thanks for investing, Jeremy! 1) A typical Series A (1 year) valuation is usually valued in multiple ways - 10x annual revenue, or close to the total assets under management a firm has. We're looking to be at at least $50M in AUM (taking on most of the waitlist commits, plus more outbound interest + market growth), but this is by no means guaranteed 2) IPO baby!! The founding team is committed to the long term goal here. Our vision with Quantbase is to own the next $30-50T in alternative investing, to play the leading role in standardizing those asset classes as they go from alternative to mainstream, similar to what ETFs did for equities. We're sure that alternatives will become ETF-ized in the coming years, and we expect to play a leading role here. 3) This is a really interesting question - we're not trying to sell snake oil with fancy AI that is guaranteed to beat the market, of course. The goal with Quantbase is to offer investors the ability to take on investments with large short-term volatility for long-term expected growth. With the S&amp;P, for example, we might expect 10% annual return, and 5-10% volatility - this is what you'd get with platforms that give you exposure to normal equity markets. Quantbase - is looking to increase that expected annual return through our exposure to leveraged algorithms, crypto portfolios, and exotic alternatives like NFTs, art, and more, but this comes at the cost of added volatility. So the tl;dr here is, we're not a hedge fund whose stated goal is trying to beat the market. We're a platform for alternative strategies, letting investors make those alt/high risk investments much more easily than they might be able to do themselves.
- Q: Are you able to share revenue forecasts?
  - A: Thanks for the question, Adam - many of our funds are driven by fundamental historical numbers like revenue measures. We don't offer data-based revenue forecasts yet, since forecasting this specific metric isn't applicable to the funds we have available. I can imagine this being something we do for our soon-to-come Leveraged Value Investing fund, though, which mitigates unsystematic risks by investing with a margin of safety, while amplifying market risk and potential return by utilizing leverage.
- Q: The Company FAQ initially mentions a November launch, then a January 2022 launch is referenced in the "Details" section of the campaign page. Since part of what investors are betting on is management's ability to execute, can you definitively state when the product will lauch?
  - A: Hey Kevin! Sorry about the confusion here, we're live now actually (biggest delay was waiting for the SEC to get back to us)! Join the beta here: beta.getquantbase.com Looking forward to hearing what you think! Shoot me an email anytime at som@getquantbase.com or Thomas Stewart (thomas@getquantbase.com) - any feedback and suggestions are welcome!
- Q: what ever came of this
- Q: It looks like Quantbase was sold to Surmount (https://surmount.ai/blogs/announcing-our-acquisition-of-quantbase). Can we get an official update on what does this mean for existing investors?
- Q: I was speaking more of forecast of revenue for your company for 2022 and beyond, or is that too challenging at this stage?
  - A: Apologies for the misunderstanding! So, a typical Series A (1-2 years) valuation is usually valued in multiple ways - 10x annual revenue, or close to the total assets under management a firm has. We're looking to be at at least $50M in AUM (taking on most of the waitlist commits, plus more outbound interest + market growth), but this is by no means guaranteed. The revenue question is a lot harder to pin down, as it will involve taking a closer look at our nascent business model.
- Q: Why crowdfunding? Sounds like you already had interest from YC? Interested in your mindset and other options if any (ok if there aren't any currently... fundraising is tough)
  - A: Hey Jeremy! We already raised just shy of $400k in a pre-seed round from VCs and angels, but have made significant progress since that raise a few weeks ago and believe a crowdfunding round can supercharge us towards a Series A vs a seed round (saving you and us the dilution!) - we've also found that people interested in investing in early-stage startups are also a great fit for Quantbase :)
- Q: Can't wait for it!
  - A: You can join our beta here!: https://beta.getquantbase.com
- Q: Congrats on your early traction!! A couple of questions - 1) Are you planning to have any funds that are similar to short ETFs i.e. benefit from market downturn? 2) Wondering how feasible is it to automate NFT trading? The market seems to be rife with scammers and artificially inflated values.It is very easy for the same person to buy/sell with different wallets - So, how is it possible to know what a NFT is really worth? 3) Also, have any of your funds been backtested to a real recession and market downturn i.e. like the one in 2008-2009? Isn't there a risk of 100% loss for a leveraged fund in a massive market downturn?
  - A: Thank you for this question! 1) We already have 2 listed on the site that will be available soon: Market Panic Index and the Buffer Fund. Neither of these are short, but they are oriented around success in downturns! We also have fully-automated Boglehead's 3 Fund and the Ray Dalio's All Weather Fund (including a leveraged version) 2) This is certainly a challenge. We've already made some proof-of-concepts internally of an NFT Index - the hardest part is getting the right algorithm and the right data (while the tech is certainly hard too, we already have our proprietary infrastructure for it). I don't want to spoil too much before we release it in the coming weeks, but we consider several exchanges, and weight factors like liquidity and price consistency more heavily than most traditional indices, among other techniques, to properly calibrate for these challenges you raised (with dark market transactions). 3) We're updating our data infrastructure right now so you'll be able to see it soon to 2007, but the Quantbase Flagship fund has been backtested all the way to 1928 using 3x SPY data - and has dodged most recessions, including staying flat during the 2008 Crash and the Covid Crash (chart has been flat these last few weeks, mostly dodging the recent downturn too). Our overall goal with the portfolios is to provide serious returns, with more tolerance for volatility - then give clients as MUCH data as possible to understand the portfolio fully (including backtests as long as possible). More data is better for you of course, but it's also better for us because: these are high risk portfolios! They will be more volatile in the short term - the tradeoff for stomaching the ups and downs is (hopefully) much higher long-term returns. Making sure you as a client aren't too concerned about the short term ups-and-downs (because you have a ton of data showing you how the portfolio has done for many years) means you stick around to the bigger payoff longer term. Hope this helps!
- Q: Will you use Quantum Computing in your AI models?
  - A: The team certainly watches tech developments (particularly those around computing power and efficiency - like quantum computing) very closely. As we build out more portfolios for users, fully optimizing them already requires a lot of computation, and would certainly look to stronger options like quantum computing as them become more commercially viable!
- Q: Are there going to be trademark issues with quantbase.eu? Any plans to go into digital banking? Thanks
  - A: On the trademark question: none that we foresee at the moment! We're separate industries and primarily operate in different markets, so no current concerns. Our mission is "high risk investing, made effortless", so we aim to monopolize activities around high risk investing: margin, alternative asset investing, quantitative investing, and more. Traditional digital banking in the mainstream is nearly the opposite of this, but we can see exciting developments with: offering higher interest rates through staked cryptocurrency or our (future) margin lending arm, making us competitive as a digital bank through our access to higher return strategies.
- Q: Can I invest through my Self Directed Roth IRA?
  - A: Hey James! Not just yet, but that's a high priority we want to offer in the next 2 months - not only for the tax advantages - but also because there are many portfolios here we recommend for 20 years or more. The value there is you trade the short-term volatility inherent to (smart) high-risk investing to gain the long-term high-upside!
- Q: Did you launch yet, and if so, what do your numbers look like in terms of a) users, b) AUM, and c) monthly revenue?
  - A: Hey Kevin! We're still in beta, but currently growing AUM 313% WoW
- Q: Any updates we should know about?
- Q: Hi team, how does the acquisition effect your backers via the SAFE investment done here at WeFunder?