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Palm

Palm

Private

Last Round

Seed

Sep 4, 2024

Total Funding Raised

$6.1M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

Palm is a financial software company that provides an AI-powered treasury management system designed to automate cash forecasting, positioning, and reporting for enterprise teams.

Sector

FinTech

Verticals

Corporate Banking, Compliance & Risk, Business Intelligence, NLP & Conversational AI, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

treasury managementtreasury management systemTMSAI treasurycash forecastingliquidity managementcorporate finance softwareAI analystfintech SaaScapital optimizationtokenized assetsreal-world assetsRWAtreasury automationfinancial operationsfinops

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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Palm Comparables

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

Palm comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Panax
84%
Nilus
83%
Atlar
83%

Palm Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedSep 4, 2024

Key People

Founding team and executive leadership

Christian Sobkowski

Co-CEO

Executive Team

Gurjit Pannu

Co-Founder, Co-CEO

Founding Team

Palm Investors

Notable investors and investment history

Palm investors
InvestorRounds
Target GlobalSeed
SpeedinvestSeed
UpfinSeed
Liquid 2 VenturesSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 24, 2026

    Monthly visitors grew 287% MoM, from 621 to 2.4K.

  • Apr 6, 2026

    Leveraging LLM technology from Anthropic, OpenAI, and Vertex AI.

Palm Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Palm Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersHove
Employee Range33
Year Founded2023
Last FundingSep 4, 2024

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