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Suralink

Suralink

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

Last Round

Private Equity

Jun 1, 2022

Total Funding Raised

$6.3M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Suralink is a business/productivity software company that provides a cloud-based workflow engagement platform for accounting firms to manage request lists, securely transfer documents, and improve client experience.

Sector

Enterprise Software

Verticals

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

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

engagement managementdocument exchangerequest list managementaudit softwaretax workflow automationclient portalvertical SaaSAI audit toolsaccounting automationAI agentssecure file sharingSaaSpractice managementaudit techtax tech

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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Suralink Comparables

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Suralink comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
HubSync
86%
AuditDashboard
83%
DataSnipper
80%

Suralink Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Private EquityJun 1, 2022
Growth EquityJul 26, 2019
SeedOct 2, 2017
AcceleratorAug 13, 2014

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

Suralink investors
InvestorRounds
Growth Street PartnersPrivate Equity, Growth Equity
Luminate Capital PartnersPrivate Equity
KickstartAccelerator

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.

Data table
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 Range111
Year Founded2014
Last FundingJun 1, 2022

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