CFO Plans
PrivateLast 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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CFO Plans Comparables
Compare CFO Plans with similar companies based on industry and business-model similarity.
CFO Plans Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Mar 1, 2023 |
Key People
Founding team and executive leadership
CFO Plans Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Founder Partners | VC 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.
| 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 CFO Plans's valuation, stock price, and market status.