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Ocrolus

Ocrolus

Private
New York City, New YorkFinTechhttps://www.ocrolus.com

Last Round

Series C

Sep 23, 2021

Est. Valuation

$500M

Total Funding Raised

$108M

Momentum Score

25 /100

Company Overview

Ocrolus is a financial technology company that offers a document automation platform designed to streamline back-office tasks through precise automation using artificial intelligence and crowdsourcing.

Sector

FinTech

Verticals

Lending & Credit, Financial Data, Workflow Automation, Compliance & Risk, NLP & Conversational AI

Business Model

B2B

Customer Profile

Usage-Based SaaS, Subscription SaaS, Data as a Service, Government Contracts

AI Layer

Application

Keywords

underwriting automationdocument AIintelligent document processingIDPfinancial document analysislending automationfraud detectioncash flow analysisincome verificationhuman-in-the-loopHITLlending APImortgage lending automationsmall business lendingautomated conditioningusage-based billing

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Ocrolus Comps

Public and private peers based on 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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Ocrolus Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series CSep 23, 2021
Series BJun 25, 2019
Series AApr 9, 2018

Key People

Founding team and executive leadership

Sam Bobley

Co-founder And Chief Executive Officer

Founding Team

Conor O'Donoghue

Chief Financial Officer

Executive Team

Ajay Shrivastava

Chief Operating Officer (Ocrolus) Country Head (India)

Executive Team

Ocrolus Investors

Notable investors and investment history

InvestorRounds
Stage 2 CapitalSeries C
Oak HC/FTSeries C, Series B
FinTech CollectiveSeries B, Series C
Laconia CapitalSeries A, Series C
Bullpen CapitalSeries B, Series C, Series A
Differential VenturesSeries B, Series A
Mubadala CapitalSeries C

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 1, 2026

    Exceeded 400 customers according to a job posting.

  • Mar 1, 2026

    Added Better Mortgage, Brex, and PayPal as customers.

Ocrolus Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Ocrolus Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersNew York City, New York
Employee Range980
Year Founded2014
Last FundingSep 23, 2021

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.