Formulary Financial
PrivateLast Round
Seed
Jan 20, 2026
Total Funding Raised
$8.82M
Company Overview
Formulary Financial is a financial software company developing an AI-powered data systemization model to transform fund administration for asset managers and their investors.
Sector
FinTech
Verticals
RegTech, Accounting & Expense, Vertical SaaS, Workflow Automation, Financial Data
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Formulary Financial Comps
Public and private peers based on sector, stage, and business model.
Formulary Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 20, 2026 | ||||
| Seed | Apr 30, 2025 |
Formulary Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Human Ventures | Seed |
| Company Ventures | Seed |
| Khosla Ventures | Seed |
| Company Ventures | Seed |
| Acrew Capital | Seed |
| Serena Ventures | Seed |
| Alumni Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 20, 2026
$4.6M raised in Seed round.
Formulary Financial 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 Formulary Financial's valuation, stock price, and market status.
