Flex
PrivateLast Round
Series B
Extension
Jul 14, 2026
Est. Valuation
$1.2B
Total Funding Raised
$577.5M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Flex is a financial technology company that provides an AI-native private banking and financial platform designed for mid-market business owners to manage banking, credit, expense management, and accounts payable.
Sector
FinTech
Verticals
Digital Payments, Lending & Credit, Property Management, Real Estate Finance
Business Model
B2B2C
Customer Profile
Subscription SaaS, Payment Processing Fee, Revenue Share
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Flex Comparables
Compare Flex with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Rhino | 84% | |
| Qira | 77% | |
| RealPage | 76% | |
Flex Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B Extension | Jul 14, 2026 | ||||
| Series B | Dec 4, 2025 | ||||
| Debt | Mar 6, 2025 | ||||
| Debt and Equity | Mar 6, 2025 | ||||
| Series A | Sep 19, 2023 | ||||
Pre Seed | May 18, 2021 |
Key People
Founding team and executive leadership
Flex Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Suffolk Technologies | Pre Seed |
| MS&AD Ventures | Debt and Equity, Series A, Series B |
| Greenoaks Capital Partners | Series B |
| Great Oaks Venture Capital | Pre Seed |
| Victory Park Capital | Debt, Debt and Equity |
| Crosslink Capital | Series B Extension, Series B |
| The Home Depot | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 24, 2026
On track to achieve profitability by late 2026.
- Apr 24, 2026
Reached nine-figure annualized revenue since public launch in September 2023.
Flex 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 Flex's valuation, stock price, and market status.