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Filed

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 Comparables

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Filed comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
TaxGPT
91%
Juno
87%
Black Ore
87%

Filed Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Pre SeedMay 21, 2025
AcceleratorMar 11, 2025

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
InvestorRounds
NeoPre Seed, Accelerator
J VenturesPre Seed
J VenturesPre Seed
NorthzonePre Seed
Greens VenturesPre Seed
Day One VenturesPre Seed
The Raine GroupPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Nov 11, 2025

    Grew 46% QoQ, from 39 to 57 employees.

  • Oct 16, 2025

    Grew 47% QoQ, from 34 to 50 employees.

Filed Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Filed Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersUnited States
Employee Range71
Year Founded2024
Last FundingMay 21, 2025

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