# Simplify Investments

Simplify Investments is an Asset Manager based in Aurora, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Aurora, United States
- **Founded:** 2026
- **Assets under management:** Undisclosed
- **Website:** https://simplifyventures.com/
- **LinkedIn:** https://www.linkedin.com/company/20505558

## Regulatory record

- **CRD number:** 285556
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285556

## About

Simplify Ventures invests in visionary founders building transformative B2B technology companies and provides complete operational infrastructure across HR, Finance, Legal, Technology, Cybersecurity, and Go-to-Market. Its sweet spot is early-stage companies with less than $5M in revenue, typically at pre-seed or seed stage. The firm partners beyond capital with hands-on execution so founders can focus on product and customers.

## Questions

### How does Simplify Investments generate returns beyond traditional asset allocation?

Simplify uses options-based strategies designed for tail risk hedging and income generation, employing derivative overlays on equity and fixed income positions. This allows the firm to seek returns in low-volatility environments or during market dislocations (per the firm's product documentation).

### What investment stages does Simplify typically target?

Simplify focuses on liquid public markets, primarily through exchange-traded funds and separately managed accounts. It targets daily-traded instruments, making it distinct from private market or venture capital strategies.

### Which sectors does Simplify explicitly avoid?

Simplify does not invest in private equity, real estate, or illiquid credit. Its focus is solely on public market derivatives and cash securities, avoiding sectors requiring long lock-ups or active management of operating businesses.

### Does Simplify face risks from its derivatives exposure?

Like all options-based strategies, Simplify faces counterparty, liquidity, and market risk. The firm's ETF structure limits leverage and provides daily pricing, reducing some risks but not eliminating tail risk from option premium erosion (per the firm's prospectus).

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Last updated: 2026-08-11T15:08:04.536Z

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