Fundraising Fox

Aleph

YC S21

New York City, US Β· Founded 2020 Β· 30 employees Β· Hiring Β· 14 known investors

Aleph is a financial planning and analysis (FP&A) tool built with a spreadsheet-first approach that integrates company-wide data. It serves finance teams who need to understand historical data, monitor current performance, and forecast future results.

Also known as Aleph FP&A Β· getaleph

AI & Machine LearningEnterprise SoftwareFintechSaaSFinanceUnited States of AmericaAmerica / CanadaFully Remote

Founders & leadershipΒ· Y Combinator alumni (S21)

Aleph was founded in 2020 by Albert Gozzi and Santiago Perez De Rosso.

AGAlbert Gozzi
Albert Gozziin𝕏Co-Founder & CEOCo-founder and CEO of Aleph, a financial planning and analysis tool that integrates company-wide data for finance teams.
SPSantiago Perez De Rosso
Santiago Perez De Rossoin𝕏Co-Founder & CTOSantiago Perez De Rosso is Co-Founder and Chief Technology Officer at Aleph.

Investors Β· 14

Also in the syndicate Β· 8

Dave SherryFred LaluyauxHoang VuongNaeem IshaqRohit ShrivastavaSinohe TerreroThejo KoteTristan Handy

Funding

SEC filings, press & company announcements

$29M disclosed across 1 of 5 rounds Β· 2023–2025

Source: company announcements and press reports β€” follow each round's link for the claim.

Company profile

researched Aug 2026

Aleph builds financial planning and analysis (FP&A) software positioned as a single source of truth for financial data. The platform connects to ERP, HRIS, CRM and other business systems via more than 150 no-code connectors, syncs that data in real time, and lets finance teams consolidate and transform it with mapping logic, table joins, calculations, stored metrics, pivot tables, custom functions and SQL. Outputs can be consumed through bi-directional Excel and Google Sheets add-ins that sync on demand or on a schedule, or through interactive no-code dashboards for sharing metrics and trends with stakeholders.

The product is applied to financial reporting and close, collaborative budgeting, modeling and forecasting, headcount planning (reconciling HRIS, ATS and spreadsheet data), and investor and board reporting. Since 2025 the company has marketed itself as "AI-native," adding AI agents, assistants and analysts, an AI Scan tool and AI-powered variance analysis with data drill-downs, and an MCP interface for agentic workflows; company messaging emphasizes observability and auditability of AI outputs rather than opaque automation.

Aleph was founded in 2020, took part in Y Combinator's Summer 2021 batch, and operates as a remote team spread across six countries with 30 people as of the YC listing. Named after Jorge Luis Borges' short story "The Aleph" β€” a point in space containing all other points β€” the company frames the name as a metaphor for giving FP&A a 360-degree view of company-wide data.

Founding story

The founders' stated premise was that existing FP&A tools attempt to replace Excel and Google Sheets with web-based interfaces, but users continue to work in spreadsheets and then copy results into the tool. Aleph's co-founders asked what a spreadsheet-first FP&A tool would look like β€” one requiring no new syntax, no consultants, and no months-long implementation β€” and built the platform around preserving spreadsheet flexibility while adding integrated data infrastructure. Santiago Perez De Rosso serves as Co-Founder & CTO and Albert Gozzi as Co-Founder & CEO.

Business model

Aleph sells its FP&A and financial data platform to businesses, with a self-serve motion (free trial, self-driven implementation without consultants) alongside demo-led sales. The company emphasizes rapid time-to-value β€” customers describing being live within one to three weeks β€” in contrast to legacy tools requiring lengthy onboarding.

Traction

The company reports 10X growth in size since its October 2023 Series A announcement, hundreds of customers including Zapier, Turo, Notion, Harvey, Chess.com, Envoy and Postscript, near-perfect retention, and a stated trial-to-paid conversion above 90%. Total disclosed funding is $46M as of September 2025; team size is listed at 30.

Latest developments

In September 2025 Aleph closed a $29M Series B led by Khosla Ventures (Kanu Gulati), with Picus Capital, Bain Capital Ventures and Y Combinator participating, bringing total funding to $46M; proceeds are earmarked for accelerating AI adoption in the Office of the CFO. The company continues to expand AI-native functionality, including AI-powered variance analysis and the Aleph MCP interface for agentic workflows, and is actively hiring engineering and engagement roles.

β–ΈFull profile β€” market position, technology, go-to-market, geography, history

Market position

Aleph positions itself in the multi-billion-dollar FP&A software category, which it characterizes as competitive, slow-innovating and lacking a clear winner. It differentiates on speed to value, comprehensiveness of cross-system data management, spreadsheet flexibility and scalability, and claims strong win rates against older, larger and better-funded vendors and near-perfect customer retention; these claims are self-reported.

Rather than moving finance teams off spreadsheets, Aleph supercharges Excel and Google Sheets with bi-directional add-ins, requires no new query language or external consultants, and can be implemented in days or weeks instead of months. It pairs this with finance-controlled data warehousing and AI features designed to be observable and auditable to reduce hallucination risk.

Technology

The platform combines no-code data connectors (150+ sources), enterprise-grade data warehousing controlled by finance rather than engineering, a transformation layer (field mapping, table combination, calculations, stored metrics, pivot tables, custom functions, SQL), bi-directional Excel and Google Sheets add-ins with real-time or scheduled sync, and dashboards. AI capabilities include agents, assistants and analysts, AI-assisted data cleaning, an AI Scan variance-detection tool with drill-downs, and an Aleph MCP interface for agentic use.

Go-to-market

Go-to-market combines demo bookings and free trials from the website, customer case studies and testimonials, a content blog ("10X Finance"), and investor/YC visibility. The company states over 90% of trial starts convert to customers and highlights self-serve implementation without consultants as a sales differentiator.

Finance and operations teams β€” FP&A leaders, CFOs, VPs and directors of finance, and strategic finance and accounting staff β€” at technology and other companies that need to centralize financial data from disparate systems. Named customers include Zapier, Turo, Notion, Harvey, Chess.com, Envoy, Postscript and AllCloud, and the company references hundreds of finance teams. Job listings for "PE Engagements" and "Partner Engagements" indicate a private equity and partner channel as well.

Geography

Headquartered in New York City, New York, with a fully remote team distributed across six countries; open roles are listed for the Americas and remote US. Team offsites have been held in Panama, the Dominican Republic and Argentina.

History

Aleph was founded in 2020 and joined Y Combinator's Summer 2021 batch, with Aaron Epstein as primary partner. It raised a $5.2M seed led by Khosla Ventures, then emerged from stealth on 24 October 2023 announcing an $11.5M Series A led by Bain Capital Ventures (Christina Melas-Kyriazi joining the board), bringing total funding to $16.7M. In April 2025 the company introduced AI-powered FP&A capabilities, and on 17 September 2025 announced a $29M Series B led by Khosla Ventures with participation from Picus Capital, Bain Capital Ventures and Y Combinator, taking total funding to $46M. In October 2025 the co-founders appeared in a Y Combinator conversation about the company's AI-native direction.

Compiled by commissioned research from 8 cited public sources β€” announcements, filings, and press listed under research sources below.

Key figures

latest reported
Countries where team is locatedJan 20256
Customer countSep 2025Hundreds of finance teams
Data source integrations/connectorsJan 2025150 connectors (150+)
HeadcountAug 2026105
Team sizeJan 202530 employees
Total funding raised to dateSep 2025$46M

Company-reported or press-reported figures, each dated to when it was claimed β€” not independently audited.

Competitors Β· 6

by search overlap
Datarails60 shared keywordsDatarails provides FinanceOS, a governed, Excel-connected operating layer that consolidates and maps financial data from ERP, CRM, HRIS, and 600+ sources for finance teams and the office of the CFO. The platform supports FP&A, month-end close, cash forecasting, and spend control while connecting governed data to AI tools with version control, audit trails, and permissions.
Cube50 shared keywordsCube is an AI-powered financial intelligence platform for FP&A teams that integrates with Excel, Google Sheets, PowerPoint, Slack, and source systems to automate financial planning, analysis, and reporting. It serves finance teams across organizations seeking to reduce manual work and improve data accuracy.
Abacum42 shared keywordsAbacum is a financial planning and analysis (FP&A) platform designed for mid-market finance teams. The platform enables clients to manage planning models without requiring system administrators, supporting faster implementation and adoption across finance and broader organizational teams.
Drivetrain39 shared keywordsDrivetrain provides driver-based financial planning software that lets finance and revenue teams model revenue, run scenarios, and forecast without spreadsheets or consultants. It supports multi-dimensional modeling by product, segment, region, or customer, integrates actuals from CRM and billing systems via 800+ connectors, and uses AI to build and edit models.
Vena Solutions39 shared keywordsVena is an Excel-native financial planning and analysis (FP&A) platform with AI agents that helps enterprises with budgeting, forecasting, reporting, and financial close management. Built to integrate with Microsoft 365 and connect ERP, CRM, and HRIS data, it serves finance teams looking to plan, report, and consolidate on a single platform.
Spendesk34 shared keywordsSpendesk offers an all-in-one spend management platform that covers procurement, company cards, invoices, expenses, approvals, budgets, and reporting for finance teams. It gives businesses visibility and control over company spending, including multi-currency payments.

Companies competing with Aleph for the same Google search keywords, organic and paid, via search-intersection analysis.

Timeline Β· 5

launches, deals, and filings
Oct 2025
Co-founders discuss AI-native FP&A in a Y Combinator conversation

Aleph's co-founders joined Y Combinator for a recorded conversation about building an AI-native FP&A platform centered on the spreadsheet.

source β†—

Sep 2025
Aleph raises $29M Series B led by Khosla Ventures

Aleph announced a $29 million Series B led by Khosla Ventures with continued participation from Picus Capital, Bain Capital Ventures and Y Combinator, bringing total funding to $46 million. The round is intended to accelerate AI adoption for the Office of the CFO.

$29M source β†—

Apr 2025
Introducing AI-powered FP&A features

Aleph published a blog post introducing AI agents, assistants and analysts integrated into customers' existing data, spreadsheets and workflows.

source β†—

Oct 2023
Aleph exits stealth with $16.7M total, including an $11.5M Series A

Aleph came out of stealth and announced an $11.5M Series A led by Bain Capital Ventures with participation from Khosla Ventures, Y Combinator, Picus Capital and angel investors, alongside a previously raised $5.2M seed led by Khosla Ventures; total funding to date was $16.7M. Christina Melas-Kyriazi of BCV joined the board.

$11.5M source β†—

Jan 2021
Participated in Y Combinator Summer 2021 batch

Aleph was part of Y Combinator's Summer 2021 batch; Aaron Epstein is the primary YC partner.

source β†—

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

In the news

β–ΈResearch sources Β· 8

primary sources listed
  • Alephgetaleph.com Β· web

8 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Aleph do?
Aleph is a spreadsheet-first, AI-native FP&A and financial data platform for finance teams, founded 2020 and YC S21.
Who founded Aleph?
Aleph was founded by Albert Gozzi, Santiago Perez De Rosso in 2020.
Who are Aleph's investors?
Aleph's investors include Khosla Ventures, PICUS CAPITAL, VentureSouq, Y Combinator, Bain Capital Ventures, SignalRank.
How much funding has Aleph raised?
Aleph has disclosed $29M raised across 1 of its 5 known rounds.
Where is Aleph headquartered?
Aleph is headquartered in New York City, US.