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Yayati, Inc.

Newport Beach, CA · Founded 2023
LAST FUNDING
$2.8M
Seed

Option-based portfolio strategies for RIAs and institutional investors — risk-managed income, growth with loss limits, and VOLT™, our tax-smart option overlay for concentrated stock.

Funding history

DateRoundAmountInvestorsSource
Seed$2.8M

About Yayati, Inc.

How much funding has Yayati, Inc. raised?

Yayati, Inc. has raised $2.8M in total funding. The most recent round was Seed.

Where is Yayati, Inc. headquartered?

Yayati, Inc. is headquartered in Newport Beach, CA.

What does Yayati, Inc. do?

Option-based portfolio strategies for RIAs and institutional investors — risk-managed income, growth with loss limits, and VOLT™, our tax-smart option overlay for concentrated stock.

What problem does Yayati, Inc. solve?

Investors holding concentrated stock face a taxable, 'one-shot' liquidation event to raise cash, while advisors generally lack access to option-based strategies without complexity, high minimums, or tax drag.

What's Yayati, Inc.'s solution?

Yayati Asset Management builds option-based model portfolios for RIAs and institutional investors; its flagship VOLT product writes qualified covered calls to fund the tax cost of selling concentrated stock, releasing after-tax cash monthly while keeping market exposure.

What makes Yayati, Inc. different?

The page frames VOLT as a trademarked, scalable model-portfolio product that gives advisors institutional-grade option strategies 'without the complexity, high minimums, or tax drag,' built by what it calls 'multi-asset veterans.'

Leadership

Jerry Chafkin
Executive Officer, Director
Vivek Pai
Executive Officer, Director
LinkedIn ↗
Milan Patel
Executive Officer, Director
LinkedIn ↗
Rajeev Sharan
Executive Officer, Director
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Free to use in articles, research, and reference works. Stable URL, will not change. Data on this page last updated August 26, 2026.

MLA
"Yayati, Inc.: Funding & Investors." SoCal.Startups, August 26, 2026, https://socalstartups.io/companies/city/newport-beach/b2b/yayati-inc. Accessed August 27, 2026.
APA
SoCal.Startups. (2026). Yayati, Inc.: Funding & Investors. Retrieved August 27, 2026, from https://socalstartups.io/companies/city/newport-beach/b2b/yayati-inc
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