Fiscal.ai

Private

TorontoFinTechhttps://fiscal.ai/

Last Round

Series A

Jun 17, 2025

Total Funding Raised

$11.75M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Fiscal.ai is a financial technology company that provides an AI-powered investment research platform for analyzing global equities, ETFs, and funds.

Sector

FinTech

Verticals

Financial Data, NLP & Conversational AI, Business Intelligence, Investment Platforms

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Infrastructure

Keywords

financial data platformAI research terminalfinancial data APIequity analysisAI agent infrastructureModel Context ProtocolMCPconversational AIfinancial copilotAI agent toolsinvestment researchfundamental analysisfintech APIdata extractionai agentic workflow

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Fiscal.ai Comparables

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

Fiscal.ai comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Quartr	85%
Microsoft	83%
Brightwave	83%

View all Comparables

Fiscal.ai Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Series A	Jun 17, 2025
Seed	Nov 1, 2023
Pre Seed	Nov 1, 2022

View all Funding Rounds

Fiscal.ai Investors

Notable investors and investment history

Fiscal.ai investors
Investor	Rounds
VanEck	Series A
TinySeed	Pre Seed
Social Leverage	Series A, Seed
Portage	Series A

View all Investors

Market signals

Structured signals derived from secondary market and firmographic data.

Jul 6, 2026
Open roles increased from 0 to 6, representing 15% of headcount.
Feb 1, 2026
Monthly visitors increased 38% MoM.

View all signals

Fiscal.ai Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation

Fiscal.ai Filings

SEC and related filings with document metadata.

Firmographic Details

HeadquartersToronto

Employee Range39

Year Founded2021

Last FundingJun 17, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.