Exactera Overview

  • Year Founded
  • 2001

Year Founded

  • Status
  • Private

  • Employees
  • 141

Employees

  • Latest Deal Type
  • Series B2

  • Latest Deal Amount
  • $33M

  • Investors
  • 2

Exactera General Information

Description

Developer of a tax compliance software designed to turn tax data into business intelligence. The company's software leverages AI models for transfer pricing, tax provision, and research and development tax credits and helps their customers to stay ahead of the pace of change through technology enablement and access to deep industry expertise, enabling tax professionals to mitigate risk and streamline compliance and documentation processes with complete accuracy.

Contact Information

Formerly Known As
CrossBorder Solutions
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 520 White Plains Road
  • Tarrytown, NY 10591
  • United States
+1 (646)
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Accounting, Audit and Tax Services (B2B)
Corporate Office
  • 520 White Plains Road
  • Tarrytown, NY 10591
  • United States
+1 (646)

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Exactera Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Later Stage VC (Series B2) 16-Jul-2023 $33M Completed Profitable
4. Secondary Transaction - Private Completed Profitable
3. Later Stage VC (Series B2) 30-Mar-2021 Completed Profitable
2. Later Stage VC (Series B) 19-Sep-2019 $40M $46M Completed Profitable
1. Later Stage VC (Series A) 14-Nov-2017 $6M $6M Completed Generating Revenue
To view Exactera’s complete valuation and funding history, request access »

Exactera Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B-2
Series B-1
Series B 5,274,114 $0.000100 $7.58 $7.58 1x $7.58 14.42%
Series A 8,500,000 $0.000100 $1 $1 1x $1 23.23%
To view Exactera’s complete cap table history, request access »

VC Exit Predictor

See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.

Opportunity Score

Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.

Exit Type

Evaluates the likelihood of a successful exit for investors, and the most likely exit type.

Exactera Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a tax compliance software designed to turn tax data into business intelligence. The company's software leve
Business/Productivity Software
Tarrytown, NY
141 As of 2026

Durham, NC
 

King of Prussia, PA
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Exactera Competitors (5)

One of Exactera’s 5 competitors is Avalara, a Private Equity-Backed company based in Durham, NC.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Avalara Private Equity-Backed Durham, NC
Vertex (Software Company) Corporation King of Prussia, PA
TaxCloud Private Equity-Backed Austin, TX
TaxJar Formerly VC-backed Woburn, MA
Intra Pricing Solutions Private Equity-Backed Amsterdam, Netherlands
You’re viewing 5 of 5 competitors. Get the full list »

Exactera Patents

Exactera Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
WO-2024095579-A1 Optimal sales guideline information output device, machine learning device, inference device, information processing method, machine learning method, and inference method Inactive 31-Oct-2022
JP-6678356-B2 Filing structure, binder and notebook with the same Inactive 02-Mar-2016
JP-2017154406-A Filing structure, binder and pocket book equipped with the same Active 02-Mar-2016

Exactera Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Exactera Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds
Savant Growth Growth/Expansion Minority
Insight Partners (New York) PE/Buyout Minority
To view Exactera’s complete investors history, request access »

Exactera FAQs

  • When was Exactera founded?

    Exactera was founded in 2001.

  • Where is Exactera headquartered?

    Exactera is headquartered in Tarrytown, NY.

  • What is the size of Exactera?

    Exactera has 141 total employees.

  • What industry is Exactera in?

    Exactera’s primary industry is Business/Productivity Software.

  • Is Exactera a private or public company?

    Exactera is a Private company.

  • What is Exactera’s current revenue?

    The current revenue for Exactera is .

  • How much funding has Exactera raised over time?

    Exactera has raised $149M.

  • Who are Exactera’s investors?

    Savant Growth and Insight Partners (New York) have invested in Exactera.

  • Who are Exactera’s competitors?

    Avalara, Vertex (Software Company), TaxCloud, TaxJar, and Intra Pricing Solutions are competitors of Exactera.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process