The Beans
PrivateLast Round
Seed
Oct 14, 2025
Est. Valuation
$10M
Total Funding Raised
$8.57M
Company Overview
The Beans is a financial technology company that develops a platform designed to simplify financial planning and reduce financial stress. The company offers a mobile app that provides a visual financial plan, automated cash flow planning, and proactive behavioral nudges. It specifically targets what it calls "America's Caring Class," which includes professionals in sectors like education, healthcare, and non-profits. The platform, founded by Melissa Pancoast, is based on principles from evidence-based research at the University of Oxford to help users manage their money, build savings, and improve their overall financial well-being. The company is venture-backed and generates revenue.
Sector
FinTech
Verticals
HR, Vertical SaaS, Personal Finance
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Freemium
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
The Beans Comps
Public and private peers based on sector, stage, and business model.
The Beans Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 14, 2025 | ||||
| Accelerator | Jul 18, 2021 | ||||
| Seed | Jun 3, 2021 | ||||
| Pre Seed | Feb 6, 2020 |
The Beans Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Commerce Ventures | Seed |
| Techstars | Seed, Accelerator |
| Alloy Alchemist Fund | Seed |
| Fabric VC | Seed |
| Precursor Ventures | Seed |
| Swing Ventures | Seed |
| Coyote Ventures | Seed |
The Beans Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about The Beans's valuation, stock price, and market status.
