Balance
PrivateLast Round
Debt
Nov 22, 2022
Est. Valuation
$356M
Total Funding Raised
$436.63M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Balance is a fintech company that provides an AI-powered accounting and bookkeeping service for small and medium-sized businesses.
Sector
FinTech
Verticals
Accounting & Expense, Workflow Automation, Vertical SaaS, Business Intelligence, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Balance Comps
Public and private peers based on sector, stage, and business model.
Balance Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Nov 22, 2022 | ||||
| Series B | Jul 26, 2022 | ||||
| Series A | Aug 25, 2021 | ||||
| Seed | Feb 3, 2021 | ||||
| Accelerator | Aug 1, 2020 |
Key People
Founding team and executive leadership
Balance Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| UpWest | Series A, Series B, Seed |
| SciFi Ventures | Series A, Seed |
| Forerunner Ventures | Series B |
| Lyra Ventures | Series B |
| Jibe Ventures | Series B |
| Salesforce Ventures | Series B |
| Avid Ventures | Series A, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 27, 2026
Grew 60% QoQ from 5 to 8 employees.
- May 15, 2026
Monthly visitors increased 33% MoM.
Balance 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 Balance's valuation, stock price, and market status.
