Balance-preview

Getbalance

Balance

Private

LondonFinTechhttps://getbalance.ai/

Last Round

Debt

11/22/2022

Total Funding Raised

$436.6M

Momentum Score

25 /100

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, Business Intelligence

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

AI accountingautomated bookkeepingsmall business accountingoutsourced accountingreal-time bookkeepingautonomous accountingvirtual bookkeeperAI financial assistantfinance automationaccount reconciliationhuman-in-the-loopAI agentsfinance chatbotaudit-ready bookssubscription billing

Historical Pricing

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Caplight Momentum Score

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Balance Comps

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

Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Balance Funding Rounds

Historical fundraising activity

Round	Date	Amount Raised	Valuation	Investors	Sources
Debt	11/22/2022
Series B	7/26/2022
Series A	8/25/2021
Seed	2/3/2021
Accelerator	8/1/2020

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Key People

Founding team and executive leadership

Gus Levinson

Chief Technology Officer (CTO), Co-Founder

Founding Team

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

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Balance Filings

SEC and related filings with document metadata.

Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Balance Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersLondon

Employee Range6

Year Founded2026

Last Funding11/22/2022

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