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Charm Solutions

Charm Solutions

Private
Menlo Park, CaliforniaFinTechhttps://www.charmsolutions.ai/

Last Round

Seed

Apr 18, 2023

Total Funding Raised

$3.5M

Company Overview

Charm Solutions is a financial software company that provides an AI-powered analytics platform to help financial institutions optimize small and medium-sized business lending through real-time credit risk assessment and underwriting tools.

Sector

FinTech

Verticals

Lending & Credit, Credit Scoring, Financial Data, NLP & Conversational AI, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

SMB lendingAI underwritingcredit risk assessmentfintechembedded financelending automationcredit scoringportfolio monitoringagentic AIAI agentAPI servicesSaaS platformloan decisioningalternative datalending-as-a-service

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Charm Solutions Comps

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Charm Solutions comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Charm Solutions Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedApr 18, 2023
VC RoundNov 2, 2022

Key People

Founding team and executive leadership

John Donovan

Co-Founder, President Chief Revenue Officer

Founding Team

Charm Solutions Investors

Notable investors and investment history

Charm Solutions investors
InvestorRounds
BootstrapLabsSeed

Charm Solutions Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Charm Solutions Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Charm Solutions's valuation, stock price, and market status.

Firmographic Details

HeadquartersMenlo Park, California
Employee Range12
Year Founded2019
Last FundingApr 18, 2023

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