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Taxo

Taxo

Private
San Francisco, CaliforniaFinTechhttps://www.taxo.ai/

Last Round

Seed

Mar 27, 2025

Total Funding Raised

$6.7M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Taxo is a healthcare technology company that provides an AI-powered data extraction and reasoning engine to automate administrative tasks for healthcare providers and payers.

Sector

FinTech

Verticals

Accounting & Expense, Compliance, Compliance & Risk, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

tax automationtax compliancetax filing softwaretax techAI taxtax automation softwarefinancial automationSaaS tax platformautomated bookkeepingtax workflow automationdata reconciliationfintechB2B SaaScompliance software

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Taxo Comps

Public and private peers based on sector, stage, and business model.

Taxo comps — public and private peers by 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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Taxo Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedMar 27, 2025
AcceleratorAug 30, 2024
Pre SeedMar 29, 2024

Taxo Investors

Notable investors and investment history

Taxo investors
InvestorRounds
SeedstarsPre Seed
Character CapitalSeed
Newlin VCPre Seed
BuenTrip VenturesPre Seed
Venture HighwaySeed
Y CombinatorSeed, Accelerator
500 Global LatAmPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 23, 2026

    Monthly visitors increased 124% MoM, reaching 4.1K.

  • Apr 24, 2026

    Monthly visitors grew 252% MoM, reaching 3.4K.

Taxo Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Taxo Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range9
Year Founded2022
Last FundingMar 27, 2025

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