financial planning

Jirav, a startup developing financial planning software for businesses, raises $20M

After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their fin

Pigment secures $88 million for its business planning tool that will make you forget about Excel

Paris-based startup Pigment has raised a Series C round of $88 million — the investment was led by Iconiq Growth. Pigment wants to take on Microsoft Excel and offer a business planning platform tha

Firmbase raises $12M to modernize financial planning for startups

Firmbase, a startup that offers a modern financial planning and analysis platform for startups, has raised a $12 million seed round led by S Capital, with Meron Capital and numerous angel investors al

A decade of fintech failures: 4 innovations that didn’t live up to the hype

Lost in all of the celebrations of success and the billions in venture capital funding are the ideas that did not succeed.

Drivetrain is the “Google Maps for business growth”

Businesses usually plot their growth strategies on spreadsheets, but Drivetrain wants to provide a faster alternative for financial planning and decision-making. The startup, which calls itself “Goo

Use chronological scenario planning to help your startup get through a potential recession

We have spent over a decade being conditioned to plan for the upside. But getting really good at preparing for the downside will help you thrive through this next cycle.

Here’s why Brex just paid $90M for 10-person software startup Pry Financials

In line with its April 13 announcement that it’s making a “big push” into software, Brex has acquired Y Combinator-backed Pry Financials for $90 million, the company told TechCrunch exclusively.

Thoma Bravo to take Anaplan off the board for $10.7B

It’s a bit unusual for meaningful tech news to break on a Sunday night, but that’s what happened last night when private equity firm Thoma Bravo announced it was acquiring Anaplan, the Saa

Pry Financials raises $4.2M to make startup accounting more approachable

Pry Financials wants to make startup finances approachable for its entire team, not just the people in charge of its accounting spreadsheets. The Y Combinator alum announced today it has raised $4.2 m

Harness Wealth raises $15 million to democratize the power of family offices

Family offices have existed since the 1800s, but they’ve never been so manifold as in recent years. According to a 2019 Global Family Office Report by UBS and Campden Wealth, 68% of the 360 fami

DataRails books $25M more to build better financial reporting tools for SMBs

As enterprise startups continue to target interesting gaps in the market, we’re seeing increasingly sophisticated tools getting built for small and medium businesses — traditionally a tric

Alexa von Tobel outlines how founders should manage personal finances

Von Tobel outlines steps to stay out of debt, build credit and accumulate wealth to ensure financial peace of mind as you take on the most stressful venture of your life: Starting a company.

OneStream raises $200M, now valued at $6B after its enterprise-focused financial software sees a surge of use

Digital transformation is the name of the game these days, and companies that are enabling businesses to take a leap into the future, by helping them tackle their most complex operations, are reaping

Trace announces $8M seed to help companies coordinate budgets

Trace, an early startup that wants to bring a taste of SaaS to the finance side of the house, announced an $8 million seed round today led by Greylock and Uncork Capital with participation from Nyca P

This startup just raised $12 million from top VCs to offer financial planning as an employee perk

Companies increasingly recognize that one of the greatest stresses for their employees is financial wellness. Even at innovative tech startups, people typically bump up against the limits of how much

Fabric’s new app helps parents with the hard stuff, including wills, life insurance & shared finances

A new app called Fabric aims to make it simpler for parents to plan for their family’s long-term financial well-being. The goal is to offer parents a one-stop-shop that includes the ability to a

Paro raises $10 million to offer corporate finance expertise on demand

As any CFO can attest, corporate finance is extraordinarily complicated. From tax preparation, to financial controls, to cash flow estimation and more, the finance department of any major company ofte

Grove raises $2.1M to find the sweet spot between old-school financial advisers and chatbots

Right now if you want financial guidance and planning help you basically have two options – shell out thousands (or more) a year for an old-school Wall Street-affiliated advisor, or test your lu

Tidemark Continues To Sail Along With $25M In New Funding

Tidemark, the cloud financial planning platform announced $25 million in additional funding today along with some new growth numbers. Existing investors Greylock Partners, Andreessen Horowitz, Redpoin

Tidemark’s Latest Release Uses Big Data To Help Finance Look Forward Instead Of Back

Tidemark announced the latest update to its cloud financial planning platform today, one that mixes big data from internal and external sources to give customers a way to predict what’s going t
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