Flex
PrivateLast Round
Series B
12/4/2025
Est. Valuation
$500M
Total Funding Raised
$507.5M
Momentum Score
50 /100
Company Overview
Flex (Financial Software) is a financial services company that offers a comprehensive platform for business owners to efficiently manage their finances through a wide range of products, including banking, credit cards, expense management, and more, ultimately facilitating faster payments and reducing tracking and reconciliation costs.
Sector
FinTech
Verticals
Accounting & Expense, Lending & Credit, Corporate Banking, Digital Payments, Workflow Automation
Business Model
B2B
Customer Profile
Freemium, Payment Processing Fee, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Flex Comps
Public and private peers based on sector, stage, and business model.
Flex Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | 12/4/2025 | ||||
| Debt | 3/6/2025 | ||||
| Debt and Equity | 3/6/2025 | ||||
| Series A | 9/19/2023 | ||||
| Pre Seed | 5/18/2021 |
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 and Equity, Debt |
| Crosslink Capital | 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.