Forma
PrivateLast Round
Series B
Mar 8, 2022
Total Funding Raised
$57.62M
Momentum Score
25 /100
Company Overview
Forma (Human Capital Services) is a technology company that offers a discretionary benefits management platform to help businesses provide wellness benefits more affordably through customizable digital wallets and streamlined vendor management.
Sector
Enterprise Software
Verticals
HR, Digital Payments, Compliance
Business Model
B2B
Customer Profile
Subscription SaaS, Marketplace Commission, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Forma Comps
Public and private peers based on sector, stage, and business model.
Forma Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Mar 8, 2022 | ||||
| Series A | Nov 1, 2020 | ||||
| Seed | Sep 1, 2019 |
Key People
Founding team and executive leadership
Forma Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Upside Partnership | Series B, Series A, Seed |
| AngelPad | Series B, Series A, Seed, Accelerator |
| Designer Fund | Series B, Series A, Seed |
| Ribbit Capital | Series B |
| Emergence Capital | Series 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.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Forma's valuation, stock price, and market status.