Instead Overview

  • Year Founded
  • 2023

Year Founded

  • Status
  • Private

  • Employees
  • 44

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 3

  • Investments
  • 1

Instead General Information

Description

Developer of artificial intelligence-powered tax management software intended to serve businesses, accountants and individuals. The company's software specializes in identifying tax strategies, analyzing tax returns, automating documentation generation, enabling tax credit and deduction identification, facilitating tax planning and reporting, thereby enabling clients with maximized tax savings, improved efficiency and streamlined tax processes.

Contact Information

Website
www.instead.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • San Francisco, CA 94133
  • United States
+1 (305)
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Vertical(s)
Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • San Francisco, CA 94133
  • United States
+1 (305)

Instead Timeline

202420252026
Date FoundedFinancing RoundCaptured Employee CountEstimated Employee Growth

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Instead Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Instead 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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Instead Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Instead Investments (1)

Instead’s most recent deal was a Buyout/LBO with Corvee. The deal was made on 02-Apr-2026.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Corvee 02-Apr-2026 Buyout/LBO Financial Software
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Instead FAQs

  • When was Instead founded?

    Instead was founded in 2023.

  • Where is Instead headquartered?

    Instead is headquartered in San Francisco, CA.

  • What is the size of Instead?

    Instead has 44 total employees.

  • What industry is Instead in?

    Instead’s primary industry is Financial Software.

  • Is Instead a private or public company?

    Instead is a Private company.

  • What is Instead’s current revenue?

    The current revenue for Instead is .

  • How much funding has Instead raised over time?

    Instead has raised $5M.

  • Who are Instead’s investors?

    Skylark Private Equity Partners and IRIS Software Group have invested in Instead.

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