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Iris Finance

Iris Finance

Private
Chicago, IllinoisEnterprise Softwarehttps://www.irisfinance.co/

Last Round

Seed

Sep 16, 2025

Total Funding Raised

$9.7M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Iris Finance is a software company that provides an AI-powered financial planning and analysis (FP&A) platform for consumer brands and e-commerce businesses.

Sector

Enterprise Software

Verticals

Business Intelligence, Vertical SaaS, Accounting & Expense, Data Integration, E-commerce

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

financial planning and analysisFP&Avertical SaaSAI-nativeCPG softwareomnichannel retailfinancial operating systemAI financial analystautomated forecastingmargin trackingdata integrationDTC financecfo stackinventory insightsbusiness intelligence

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Iris Finance Comps

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

Iris Finance comps — public and private peers by 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

Data table
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

Iris Finance investors
InvestorRounds
Founder CollectiveSeed
Access Venture PartnersPre Seed
Revolution LLCSeed
Rosecliff VenturesPre Seed, Seed
Hyde Park AngelsSeed
DA VenturesPre Seed
Barrel VenturesPre Seed, Seed

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.

Data table
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

HeadquartersChicago, Illinois
Employee Range20
Year Founded2023
Last FundingSep 16, 2025

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