Iris Finance

Iris Finance

Private
Westminster, ColoradoFinTechhttps://www.irisfinance.co

Last Round

Seed

Sep 16, 2025

Total Funding Raised

$9.7M

Momentum Score

50 /100

Company Overview

Iris Finance is a venture-backed software company that has developed an AI-powered finance and accounting data platform for consumer brands. The platform provides real-time financial insights, profit planning, daily performance monitoring, cash flow forecasting, and automated financial modeling. The company aims to help consumer product (CPG) and e-commerce businesses optimize financial management and grow profitably. Iris Finance was founded in 2023 and has received funding from investors including Access Venture Partners, Revolution Ventures, and Rosecliff Ventures.

Sector

FinTech

Verticals

Vertical SaaS, Business Intelligence, Accounting & Expense, Data Warehousing

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

FP&A platformfinancial planning and analysisFP&AAI FP&ACPG financeautomated forecastingreal-time P&Le-commerce financefinancial modelingDTC financecash flow forecastingFP&A softwareSKU profitabilitydata unificationfinancial data platformShopify integrationQuickBooks integrationsingle source of truth

Historical Pricing

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Caplight Momentum Score

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Iris Finance Comps

Public and private peers based on 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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Iris Finance Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedSep 16, 2025
Pre SeedApr 8, 2024

Key People

Founding team and executive leadership

Drew F.

Co-Founder CEO

Founding Team

Marko Iwanik

Chief Technology Officer

Executive Team

Iris Finance Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Feb 5, 2026

    Launched 'Fin,' an AI agent that links to financial accounts.

  • Dec 8, 2025

    Added SidioCrate as a new customer.

Iris Finance Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Iris Finance Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersWestminster, Colorado
Employee Range21
Year Founded2023
Last FundingSep 16, 2025

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