Charm Solutions
PrivateLast Round
Seed
Apr 18, 2023
Total Funding Raised
$3.5M
Momentum
Top 25%
of companies Caplight tracks
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Charm Solutions Comparables
Compare Charm Solutions with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Parlay Finance | 83% | |
| Aloan | 83% | |
| AIO Logic | 78% | |
Charm Solutions Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Apr 18, 2023 | ||||
| VC Round | Nov 2, 2022 |
Key People
Founding team and executive leadership
Charm Solutions Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| BootstrapLabs | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 26, 2026
Monthly visitors increased 129% MoM.
Charm Solutions 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 Charm Solutions's valuation, stock price, and market status.