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Maxima

Maxima

Private
San Mateo, CaliforniaFinTechhttps://www.maxima.ai/

Last Round

Series A

Nov 18, 2025

Est. Valuation

$143M

Momentum

Top 10%

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

FinTech

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

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Caplight Momentum Score

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Maxima Comparables

Compare Maxima with similar companies based on industry and business-model similarity.

Maxima comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Campfire
86%
Nominal
84%
Trullion
81%

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
Redpoint VenturesSeries A
Kleiner PerkinsSeries A
Liquid 2 VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 24, 2026

    Grew 36% QoQ, from 85 to 116 employees.

  • May 25, 2026

    Open roles increased to 51, 60% of headcount.

Maxima Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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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 Range116
Year Founded2024
Last FundingNov 18, 2025

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