NEWCaplight raises a $16M Series A, led by BlackRock and Fin Capital →
Skip to main content
Caplight Logo









CFO Plans

CFO Plans

Private
Burbank, CaliforniaFinTechhttps://www.cfoplans.com/

Last Round

VC Round

Mar 1, 2023

Company Overview

CFO Plans is a financial services company that provides a subscription-based one-stop shop for accounting, tax, and CFO services.

Sector

FinTech

Verticals

Accounting & Expense, Compliance

Business Model

B2B

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Application

Keywords

fractional CFO servicesoutsourced finance departmenttech-enabled accountingfinance as a servicestartup accountingsubscription-based accountingoutsourced CFO servicesSMB accountingtax complianceoperational accountingrevenue-based pricinge-commerce accountingAI-augmented services

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

CFO Plans Comparables

Compare CFO Plans with similar companies based on industry and business-model similarity.

CFO Plans comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
inDinero
93%
Rooled
92%
airCFO
91%

CFO Plans Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundMar 1, 2023

Key People

Founding team and executive leadership

Gajaba Hewamadduma

Chief Executive Officer

Executive Team

Nirasha Rajakaruna

Client Group Controller at CFO Plans, Saff Accountant

Executive Team

CFO Plans Investors

Notable investors and investment history

CFO Plans investors
InvestorRounds
Founder PartnersVC Round

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 1, 2023

    Raised a VC Round with participation from Founder Partners.

CFO Plans Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

CFO Plans Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about CFO Plans's valuation, stock price, and market status.

Firmographic Details

HeadquartersBurbank, California
Employee Range79
Year Founded2014
Last FundingMar 1, 2023

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.