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OatFi

OatFi

Private
New York City, New YorkFinTechhttps://oatfi.com/

Last Round

Series A

Jun 3, 2025

Total Funding Raised

$88.5M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

OatFi is a financial technology company that provides an embedded working capital platform and credit infrastructure for B2B payment platforms.

Sector

FinTech

Verticals

Lending & Credit, Digital Payments, Vertical SaaS

Business Model

B2B2C

Customer Profile

Revenue Share, Usage-Based SaaS

AI Layer

Non-AI

Keywords

embedded financeB2B financingcredit infrastructureB2B paymentsembedded lendingAPI-first financeworking capitalearly payfintech infrastructureB2B2Bautomated underwritingcontingent workforce paymentscredit networkliquidity solutionsknow your businessKYB

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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OatFi Comparables

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

OatFi comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Kanmon
81%
Parafin
81%
Slope
80%

OatFi Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AJun 3, 2025
SeedOct 11, 2022
DebtOct 11, 2022
Pre SeedJan 1, 2022

Key People

Founding team and executive leadership

John Jordan

Co-Founder And CTO

Founding Team

Michael Barbosa

Chief Executive Officer

Executive Team

Jim Glinski

Chief Financial Officer

Executive Team

OatFi Investors

Notable investors and investment history

OatFi investors
InvestorRounds
WhiteStar CapitalSeries A
White Star CapitalSeries A
Dash FundSeed
PortageSeries A
Dash FundSeed
CambrianPre Seed, Seed
Fin Venture CapitalSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 25, 2026

    Monthly visitors increased 41% MoM.

  • Feb 14, 2026

    Added Tab Commerce, an e-commerce technology startup, as a customer.

OatFi Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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OatFi Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersNew York City, New York
Employee Range36
Year Founded2021
Last FundingJun 3, 2025

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