Neo.Tax Overview

  • Year Founded
  • 2019

Year Founded

  • Status
  • Private

  • Employees
  • 30

Employees

  • Latest Deal Type
  • Early Stage VC

  • Investors
  • 29

Neo.Tax General Information

Description

Developer of a tax filing and automation platform designed to assist early-stage startups to be audit-ready. The company's platform uses machine learning algorithms to automatically collect and organize data from various sources, such as emails, documents, project management tools, and financial systems, and generates detailed reports that document all activities, expenses, and methodologies used to claim the tax credit, enabling businesses to enhance the accuracy and simplify the review process.

Contact Information

Website
www.neo.tax
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 713 North Shoreline Boulevard
  • Mountain View, CA 94043
  • United States
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Financial Software
Vertical(s)
Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 713 North Shoreline Boulevard
  • Mountain View, CA 94043
  • United States

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Neo.Tax Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC 08-Jun-2023 Completed Generating Revenue
2. Early Stage VC (Series A) 10-Feb-2022 Completed Generating Revenue
1. Early Stage VC (Series A) 30-Jun-2020 $3M $3M Completed Generating Revenue
To view Neo.Tax’s complete valuation and funding history, request access »

Neo.Tax Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A
Series A-4
Series A-3
Series A-2 2,658,749 $0.000010 8% $0.17 $0.17 1x $0.17 6.91%
Series A-1 1,112,757 $0.000010 8% $0.13 $0.13 1x $0.13 2.89%
To view Neo.Tax’s complete cap table history, request access »

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Neo.Tax Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a tax filing and automation platform designed to assist early-stage startups to be audit-ready. The company
Accounting, Audit and Tax Services (B2B)
Mountain View, CA
30 As of 2026

Coconut Grove, FL
 

San Francisco, CA
 
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Neo.Tax Competitors (2)

One of Neo.Tax’s 2 competitors is Taxfyle, a Venture Capital-Backed company based in Coconut Grove, FL.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Taxfyle Venture Capital-Backed Coconut Grove, FL
Pilot Venture Capital-Backed San Francisco, CA
You’re viewing 2 of 2 competitors. Get the full list »

Neo.Tax Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

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Neo.Tax Investors (29)

Investor Name Investor Type Holding Investor Since Participating Rounds
Autopilot Fund Venture Capital Minority
Mindset Ventures Venture Capital Minority
Thomson Reuters Ventures Corporate Venture Capital
Voxly Partners Venture Capital Minority
Acrew Capital Venture Capital Minority
You’re viewing 5 of 29 investors. Get the full list »

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Neo.Tax FAQs

  • When was Neo.Tax founded?

    Neo.Tax was founded in 2019.

  • Where is Neo.Tax headquartered?

    Neo.Tax is headquartered in Mountain View, CA.

  • What is the size of Neo.Tax?

    Neo.Tax has 30 total employees.

  • What industry is Neo.Tax in?

    Neo.Tax’s primary industry is Accounting, Audit and Tax Services (B2B).

  • Is Neo.Tax a private or public company?

    Neo.Tax is a Private company.

  • What is Neo.Tax’s current revenue?

    The current revenue for Neo.Tax is .

  • How much funding has Neo.Tax raised over time?

    Neo.Tax has raised $13M.

  • Who are Neo.Tax’s investors?

    Autopilot Fund, Mindset Ventures, Thomson Reuters Ventures, Voxly Partners, and Acrew Capital are 5 of 29 investors who have invested in Neo.Tax.

  • Who are Neo.Tax’s competitors?

    Taxfyle and Pilot are competitors of Neo.Tax.

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