Filed

Private

United StatesEnterprise Softwarehttps://www.filed.com/

Last Round

Pre Seed

May 21, 2025

Total Funding Raised

$2.83M

Company Overview

Filed is a fintech company that provides an AI-powered tax preparation platform designed for accounting professionals to automate tax return processing.

Sector

Enterprise Software

Verticals

Accounting & Expense, Workflow Automation, NLP & Conversational AI, Document Management

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

tax automationAI tax preptax software integrationtax techAI copilot for taxAI accountingtax workflow automationautomated data entryintelligent tax workspacetax return preparationCPA softwaretax planning softwareAI agentdocument automationB2B SaaS

Historical Pricing

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Caplight Momentum Score

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Filed Comps

Public and private peers based on sector, stage, and business model.

Filed comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Filed Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Pre Seed	May 21, 2025
Accelerator	Mar 11, 2025

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Key People

Founding team and executive leadership

Atul R

Co-Founder & CTO

Founding Team

Leroy Kerry

Co-Founder & CEO

Founding Team

Filed Investors

Notable investors and investment history

Filed investors
Investor	Rounds
Neo	Pre Seed, Accelerator
J Ventures	Pre Seed
J Ventures	Pre Seed
Northzone	Pre Seed
Greens Ventures	Pre Seed
Day One Ventures	Pre Seed
The Raine Group	Pre Seed

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Market signals

Structured signals derived from secondary market and firmographic data.

Oct 16, 2025
Grew 47% QoQ, from 34 to 50 employees.
Mar 11, 2025
$25K raised from AICPA & CIMA and CPA.com.

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Filed Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Filed Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersUnited States

Employee Range69

Year Founded2024

Last FundingMay 21, 2025

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