AI startup Mili has raised $2 million from a Series A fundraise led by Chiratae Ventures and Boldcap, with participation from Sparow Capital, SFMG Wealth Advisors, and Better Capital. 

Goyel & Goyal advised Mili on all aspects of this transaction.

The transaction and diligence team consisted of Deepika Yadav (Partner), and Rishi Shah (Associate).

Founding Partner Akshit Goyal provided strategic inputs.

The company intends to use the funds to expand operations and its development efforts.

Mili is an AI-powered meeting documentation platform designed to streamline workflows for wealth management firms. Founded in 2024 by Chirag Gandhi, Siddharth Bulia, and Vennela Miryala, Mili automates the process of creating meeting notes, summaries, and client follow-ups, saving advisors valuable time and improving efficiency.

The platform seamlessly integrates with popular virtual meeting tools such as Zoom, Google Meet, and Microsoft Teams, as well as leading wealth management systems like Salesforce and Wealthbox. By leveraging cutting-edge technology, Mili enhances client engagement and operational productivity, making it an indispensable tool for modern financial advisory teams.

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