Neo.Tax
PrivateLast Round
Series A
Feb 10, 2022
Total Funding Raised
$16M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Neo.Tax is a fintech company that provides an AI-powered software platform to automate tax compliance and simplify the process of claiming R&D tax credits for businesses.
Sector
FinTech
Verticals
Accounting & Expense, Compliance & Risk, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Neo.Tax Comparables
Compare Neo.Tax with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| TaxTaker | 82% | |
| TaxCredit.ai | 81% | |
| Fondo | 80% | |
Neo.Tax Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Feb 10, 2022 | ||||
| Seed | Jul 1, 2020 |
Neo.Tax Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Uncork Capital | Series A, Seed |
| Floodgate | Series A, Seed |
| GV | Series A |
| Thomson Reuters Ventures | Series A |
| Acrew Capital | Series A |
| Lux Capital | Series A, Seed |
| Fin Venture Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 27, 2026
Monthly visitors grew 53% MoM, from 4K to 6.1K.
- May 15, 2026
Reported 2x year-over-year revenue growth.
Neo.Tax Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Neo.Tax's valuation, stock price, and market status.