Agent
PrivateLast Round
Seed
May 1, 2022
Company Overview
Agent is an accounting, audit and tax services company that provides a premium membership to proactively plan, prepare, and optimize taxes.
Sector
FinTech
Verticals
Accounting & Expense, Wealth Management, API Management
Business Model
B2C
Customer Profile
Services & Consulting, Subscription SaaS, Usage-Based SaaS, Freemium
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Agent Comparables
Compare Agent with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Gelt | 86% | |
| Harness Wealth | 71% | |
| Range | 64% | |
Agent Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | May 1, 2022 |
Key People
Founding team and executive leadership
Agent Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Walkabout Ventures | Seed |
| Treble Capital | Seed |
| Bling Capital | Seed |
| Fika Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 3, 2024
Grew 48% QoQ, from 33 to 49 employees.
- Nov 9, 2024
Monthly visitors increased 135% MoM.
Agent Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Agent's valuation, stock price, and market status.