Balance
PrivateLast Round
Debt
11/22/2022
Total Funding Raised
$436.6M
Company Overview
Balance (California) is a fintech company that offers a B2B checkout platform for online payment processing, utilizing a machine learning engine for real-time authentication and financial risk assessment to provide businesses with flexible payment options.
Sector
FinTech
Verticals
Digital Payments, Lending & Credit, E-commerce, BNPL, Accounting & Expense
Business Model
B2B
Customer Profile
Payment Processing Fee, Marketplace Commission, Usage-Based SaaS, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Balance Comps
Public and private peers based on sector, stage, and business model.
Balance Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | 11/22/2022 | ||||
| Series B | 7/26/2022 | ||||
| Series A | 8/25/2021 | ||||
| Seed | 2/3/2021 | ||||
| Accelerator | 6/1/2020 |
Key People
Founding team and executive leadership
Balance Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| UpWest | Series B, Series A, Seed |
| SciFi Ventures | Series A, Seed |
| Forerunner Ventures | Series B |
| Lyra Ventures | Series B |
| Jibe Ventures | Series B |
| Salesforce Ventures | Series B |
| HVF Labs | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 24, 2025
Added Shanahans Wines Pty as a customer.
- Oct 29, 2025
Launched MCP Server for AI-driven B2B payments.
Balance Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Balance's valuation, stock price, and market status.
