Polly (Financial Software) Overview

  • Year Founded
  • 2018

Year Founded

  • Status
  • Private

  • Employees
  • 194

Employees

  • Latest Deal Type
  • Later Stage VC

  • Latest Deal Amount
  • $25M

  • Investors
  • 15

Polly (Financial Software) General Information

Description

Developer of a financial platform designed to automate and optimize the capital markets value chain from rate lock through loan sale and delivery. The company offers a cloud-based network that connects buyers and sellers of mortgage loans through API integration, enabling clients to improve transparency, streamline workflows, and make better execution decisions throughout the lifecycle of a loan.

Contact Information

Website
www.polly.io
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 548 Market Street
  • Suite 25656
  • San Francisco, CA 94104
  • United States
+1 (415)
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Corporate Office
  • 548 Market Street
  • Suite 25656
  • San Francisco, CA 94104
  • United States
+1 (415)

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Polly (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Later Stage VC 10-Sep-2024 $25M Completed Generating Revenue
5. Debt - General 02-Jun-2022 Completed Generating Revenue
4. Early Stage VC (Series B) 21-Dec-2021 Completed Generating Revenue
3. Early Stage VC (Series A2) 14-Jan-2021 Completed Generating Revenue
2. Debt - PPP 12-Apr-2020 $316K $5M Completed Generating Revenue
1. Early Stage VC (Series A) 01-Apr-2019 $5M $5M Completed Generating Revenue
To view Polly (Financial Software)’s complete valuation and funding history, request access »

Polly (Financial Software) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B-1
Series B
Series A-2
Series A-1 11,856,009 $0.000100 8% $0.29 $0.29 1x $0.29 2.04%
Series A 106,592,979 $0.000100 8% $0.06 $0.06 1x $0.06 18.34%
To view Polly (Financial Software)’s complete cap table history, request access »

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Exit Type

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Polly (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial platform designed to automate and optimize the capital markets value chain from rate lock throu
Financial Software
San Francisco, CA
194 As of 2026

Austin, TX
 

Irvine, CA
 
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Polly (Financial Software) Competitors (25)

One of Polly (Financial Software)’s 25 competitors is TurnKey Lender, a Venture Capital-Backed company based in Austin, TX.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
TurnKey Lender Venture Capital-Backed Austin, TX
Cloudvirga Formerly VC-backed Irvine, CA
Lendesk Technologies Formerly VC-backed Vancouver, Canada
Nortridge Software Formerly PE-Backed Foothill Ranch, CA
Daric Formerly VC-backed Redwood City, CA
You’re viewing 5 of 25 competitors. Get the full list »

Polly (Financial Software) Patents

Polly (Financial Software) Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-12620026-B1 Agentic framework for intent-driven responses in computer-based mortgage systems Active 06-May-2025
US-12488378-B1 Method and system employing an agent-based system for a semantic match tournament Active 06-May-2025
US-20230128463-A1 System and method for pricing loan products Pending 22-Oct-2021
US-11734752-B2 System and method for a loan trading exchange Active 11-Sep-2021
US-11763378-B2 System and method for a loan trading exchange Active 11-Sep-2021 G06Q30/0206
To view Polly (Financial Software)’s complete patent history, request access »

Polly (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Polly (Financial Software) Investors (15)

Investor Name Investor Type Holding Investor Since Participating Rounds
Fin Capital Asset Manager Minority
Movement Mortgage Corporation Minority
Parker89 Corporate Venture Capital Minority
8VC Venture Capital Minority
Conversion Capital Venture Capital Minority
You’re viewing 5 of 15 investors. Get the full list »

Polly (Financial Software) FAQs

  • When was Polly (Financial Software) founded?

    Polly (Financial Software) was founded in 2018.

  • Where is Polly (Financial Software) headquartered?

    Polly (Financial Software) is headquartered in San Francisco, CA.

  • What is the size of Polly (Financial Software)?

    Polly (Financial Software) has 194 total employees.

  • What industry is Polly (Financial Software) in?

    Polly (Financial Software)’s primary industry is Financial Software.

  • Is Polly (Financial Software) a private or public company?

    Polly (Financial Software) is a Private company.

  • What is the current valuation of Polly (Financial Software)?

    The current valuation of Polly (Financial Software) is .

  • What is Polly (Financial Software)’s current revenue?

    The current revenue for Polly (Financial Software) is .

  • How much funding has Polly (Financial Software) raised over time?

    Polly (Financial Software) has raised $97M.

  • Who are Polly (Financial Software)’s investors?

    Fin Capital, Movement Mortgage, Parker89, 8VC, and Conversion Capital are 5 of 15 investors who have invested in Polly (Financial Software).

  • Who are Polly (Financial Software)’s competitors?

    TurnKey Lender, Cloudvirga, Lendesk Technologies, Nortridge Software, and Daric are some of the 25 competitors of Polly (Financial Software).

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