NEWCaplight raises a $16M Series A, led by BlackRock and Fin Capital →
Skip to main content
Caplight Logo









Maxima

Maxima

Private
San Mateo, CaliforniaEnterprise Softwarehttps://www.maxima.ai/

Last Round

Series A

Nov 18, 2025

Est. Valuation

$143M

Total Funding Raised

$41M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Maxima is an enterprise software company that provides an agentic AI platform designed to automate accounting operations, including journal entries, reconciliations, and close workflows.

Sector

Enterprise Software

Verticals

Accounting & Expense, Workflow Automation, NLP & Conversational AI, Enterprise Resource Planning

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

agentic AIautonomous accountingAI accountingfinance automationAI agentsfinancial close automationaccounting softwareB2B SaaSenterprise AIworkflow automationAI financeautonomous financeAI agent platformERP integrationAI-native accounting

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Maxima Comps

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

Maxima 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

View Full Comps Set

Access detailed peer comparisons, multiples, and valuation benchmarks.

Maxima Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series ANov 18, 2025

Key People

Founding team and executive leadership

Jack Liao

Cofounder, CTO

Founding Team

Yogi Goel

Co-founder & CEO

Founding Team

Maxima Investors

Notable investors and investment history

Maxima investors
InvestorRounds
Audacious VenturesSeries A
Liquid 2 VenturesSeries A
Redpoint VenturesSeries A
Kleiner PerkinsSeries A
Liquid 2 VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 25, 2026

    Open roles increased to 51, 60% of headcount.

  • May 3, 2026

    Grew 16% QoQ from 73 to 85 employees.

Maxima Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

Maxima Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Mateo, California
Employee Range109
Year Founded2024
Last FundingNov 18, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.