Windfall Secures $65 Million Series B from Morgan Stanley

Deal News | Apr 23, 2025 | Morgan Stanley (MSCP)

Windfall Data, Inc., a leader in people intelligence and AI-workflow services, has announced the successful closing of a $65 million Series B funding round. This financial injection is led by Morgan Stanley Expansion Capital, a branch of Morgan Stanley that oversees investment funds. The investment underscores the growing confidence in Windfall's capabilities to innovate within the data and AI sectors.

Sectors

  • Data and Intelligence Services
  • Private Equity and Venture Capital

Geography

  • United States – The primary entities involved, Windfall Data, Inc. and Morgan Stanley Expansion Capital, are based in the United States.

Industry

  • Data and Intelligence Services – Windfall operates in the sector focused on providing data solutions and intelligent workflow systems, leveraging AI technologies.
  • Private Equity and Venture Capital – Morgan Stanley Expansion Capital is involved in providing strategic equity funding to growing companies, typical of the private equity and venture capital sectors.

Financials

  • $65 million – The total amount raised by Windfall Data, Inc. in their Series B funding round led by Morgan Stanley Expansion Capital.

Participants

NameRoleTypeDescription
Windfall Data, Inc.Target CompanyCompanyProvider of people intelligence and AI-workflow solutions.
Morgan Stanley Expansion CapitalInvestorCompanyA division of Morgan Stanley focusing on investment in growth-stage companies.