Balance (San Francisco) Overview

  • Status
  • Private

  • Employees
  • 10

Employees

  • Latest Deal Type
  • Seed

  • Latest Deal Amount
  • $2.5M

  • Investors
  • 5

Balance (San Francisco) General Information

Description

Developer of a virtual assistant platform designed for cash management to get real-time visibility into accounts. The company's platform features real-time liquidity tracking, forecasting vendors, tags, and invoices, artificial intelligence-based suggestions harnessing accounting and banking data for automated forecast construction, variance analysis, enabling users with cash forecasting and risk mitigation, while providing visibility around bank fees and service charges.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 15 Onondaga Avenue
  • Suite 12737
  • San Francisco, CA 94112
  • United States
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate Office
  • 15 Onondaga Avenue
  • Suite 12737
  • San Francisco, CA 94112
  • United States

Balance (San Francisco) Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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Balance (San Francisco) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Seed Round 03-Jun-2024 $2.5M Completed Generating Revenue
1. Seed Round 01-Feb-2023 Completed Generating Revenue
To view Balance (San Francisco)’s complete valuation and funding history, request access »

Balance (San Francisco) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Seed-1
Seed-2
Seed-3 3,212,428 $0.000010 8% $0.31 $0.31 1x $0.31 22.15%
To view Balance (San Francisco)’s complete cap table history, request access »

VC Exit Predictor

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Opportunity Score

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Exit Type

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Balance (San Francisco) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Balance (San Francisco) Investors (5)

Investor Name Investor Type Holding Investor Since Participating Rounds
Cota Capital Venture Capital Minority
Hike Ventures Venture Capital Minority
Tunitas Ventures Venture Capital Minority
Venture Dock Accelerator/Incubator Minority
Bienville Capital Asset Manager Minority
To view Balance (San Francisco)’s complete investors history, request access »

Balance (San Francisco) FAQs

  • Where is Balance (San Francisco) headquartered?

    Balance (San Francisco) is headquartered in San Francisco, CA.

  • What is the size of Balance (San Francisco)?

    Balance (San Francisco) has 10 total employees.

  • What industry is Balance (San Francisco) in?

    Balance (San Francisco)’s primary industry is Financial Software.

  • Is Balance (San Francisco) a private or public company?

    Balance (San Francisco) is a Private company.

  • What is the current valuation of Balance (San Francisco)?

    The current valuation of Balance (San Francisco) is .

  • What is Balance (San Francisco)’s current revenue?

    The current revenue for Balance (San Francisco) is .

  • How much funding has Balance (San Francisco) raised over time?

    Balance (San Francisco) has raised $3.5M.

  • Who are Balance (San Francisco)’s investors?

    Cota Capital, Hike Ventures, Tunitas Ventures, Venture Dock, and Bienville Capital have invested in Balance (San Francisco).

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