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Suralink

Suralink

Private
Salt Lake City, UtahEnterprise Softwarehttps://suralink.com

Last Round

Private Equity

Jun 1, 2022

Total Funding Raised

$5.25M

Momentum Score

25 /100

Company Overview

Suralink is a SaaS company that provides a workflow engagement platform for accounting firms to manage request lists, securely transfer documents, and improve client experience.

Sector

Enterprise Software

Verticals

Vertical SaaS, Accounting & Expense, Workflow Automation, Compliance, Document Management

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Non-AI

Keywords

PBC request managementsecure client portalaccounting workflow automationaudit management softwarerequest list managementPBC list automationsecure file sharingPBCaudit trailworkpaper softwaretax workflow softwarevertical SaaSdocument managementAPI accessExcel integration

Historical Pricing

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Caplight Momentum Score

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Suralink 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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Suralink Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Private EquityJun 1, 2022
Series AAug 1, 2019

Key People

Founding team and executive leadership

Evan Fitzpatrick

Chief Executive Officer

Executive Team

Ryan Macia

Chief Financial Officer

Executive Team

Suralink Investors

Notable investors and investment history

InvestorRounds
Growth Street PartnersPrivate Equity, Series A
Luminate Capital PartnersPrivate Equity

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 10, 2026

    Launched AI-powered Financial Statement Tie Out for accounting firms.

  • Mar 20, 2026

    Internal audit software platform updated to improve accuracy and compliance.

Suralink Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Suralink Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSalt Lake City, Utah
Employee Range106
Year Founded2014
Last FundingJun 1, 2022

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