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Collective

Collective

Private
San Francisco, CaliforniaFinTechhttps://www.collective.com/

Last Round

Series B

Jul 11, 2023

Total Funding Raised

$78.65M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Collective is a financial technology company that provides an all-in-one back-office platform designed for self-employed business owners, offering services such as company formation, tax planning, accounting, and bookkeeping.

Sector

FinTech

Verticals

Accounting & Expense, Vertical SaaS, Compliance, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

back-office platformsolopreneur toolsautomated accountingfreelancer accountingS-Corp tax servicesbusiness formationback-office automationembedded accountingpayroll automationtax complianceagentic AIAI CFOvertical SaaSLLC formationfintech for creators

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Collective Comparables

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

Collective comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Formations
92%
Lettuce
84%
Kick
81%

Collective Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BJul 11, 2023
Series AMay 12, 2021
SeedSep 29, 2020

Key People

Founding team and executive leadership

Jeff Barlam

CFO

Executive Team

Rob McDowell

Chief Financial Officer

Executive Team

Collective Investors

Notable investors and investment history

Collective investors
InvestorRounds
Gradient VenturesSeed, Series B, Series A
The General PartnershipSeries B
Better Tomorrow VenturesSeries B
Innovius CapitalSeries B
General CatalystSeries B, Seed, Series A
Innovius CapitalSeries B
QED InvestorsSeries B, Series A, Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 24, 2026

    Acquired embedded accounting startup Open Ledger.

  • Jan 1, 2026

    Featured in Forbes, Business Insider, Yahoo, Bloomberg, and TechCrunch.

Collective Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Collective Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range304
Year Founded2018
Last FundingJul 11, 2023

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