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Forma

Forma

Private
Fremont, CaliforniaEnterprise Softwarehttps://www.joinforma.com/

Last Round

Series B

Mar 8, 2022

Total Funding Raised

$60.36M

Company Overview

Forma is a human capital services company that provides a flexible benefits management platform for businesses to design, scale, and manage global employee benefits programs.

Sector

Enterprise Software

Verticals

HR, Vertical SaaS, Digital Payments, Accounting & Expense

Business Model

B2B

Customer Profile

Subscription SaaS, Marketplace Commission

AI Layer

Application

Keywords

benefits administrationlifestyle spending accountLSAemployee perksperks platformtotal rewardsemployee wellnessbenefits managementflexible benefitsbenefits debit cardHR techbenefits marketplaceclaims automationB2B SaaSemployee stipends

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Forma Comps

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

Forma comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Forma Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BMar 8, 2022
Series ANov 1, 2020
SeedSep 1, 2019

Key People

Founding team and executive leadership

Jason Fan

Founder CEO

Founding Team

Forma Investors

Notable investors and investment history

Forma investors
InvestorRounds
Upside PartnershipSeries B, Series A, Seed
AngelPadSeries B, Series A, Seed, Accelerator
Designer FundSeries B, Series A, Seed
Ribbit CapitalSeries B
Upside PartnershipSeries B, Seed
Emergence CapitalSeries B, Series A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 18, 2025

    Launched new Rewards & Recognition product.

  • Apr 6, 2025

    Added Garver, LLC, an engineering firm, as a customer.

Forma Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Forma Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersFremont, California
Employee Range215
Year Founded2017
Last FundingMar 8, 2022

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