Finmark
acquired by Bill.com Holdings, Inc.YC S20Raleigh, US · Founded 2020 · Delaware corporation · 14 employees · 12 known investors
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Finmark was a financial planning and modeling software startup that helped startups and SMBs build financial models, forecast cash flow, and plan budgets without spreadsheets. Acquired by BILL in 2022.
Also known as bulion
AI & Machine LearningEnterprise SoftwareFintechSaaSB2BUnited States of AmericaAmerica / CanadaFully Remote
Founders & leadership· Y Combinator alumni (S20)
Finmark was founded in 2020 by Rami Essaid, Greg Lissy, and Jeremy Neuberger.
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Rami Essaidin𝕏Co-founder · CEO2020–2022Rami Essaid founded Distil, which grew to over $25 million in revenue before being acquired by Imperva. He has raised venture capital to support his ventures.
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Greg LissyinCo-Founder / Chief Product Officer2020–2022Greg Lissy held product leadership roles at Microsoft, Red Hat, Citrix, and SolarWinds before co-founding Finmark, where he served as Chief Product Officer until the company's acquisition by BILL in November 2022.
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Jeremy NeubergerinCo-Founder / Chief Technology Officer2020–2022Jeremy Neuberger has spent over ten years in technology leadership roles across B2B, B2C, travel, and e-commerce sectors.
Board
LD
Investors · 12
AAF Management Ltd.Washington
Bessemer Venture PartnersRedwood City · $5M – $100M
Decibel PartnersMenlo Park · $100K – $10M
Service Provider CapitalVail
Wayfinder VenturesSan Francisco · $300K – $1M
Y CombinatorSan Francisco · $500K
IDEA Fund PartnersreportedChapel Hill · $250K – $500K
York IEreportedManchester
Also in the syndicate · 4
American ExpressleadAmerican Express VenturesDraper and AssociatesIDEAfund
Funding
SEC filings, press & company announcements$11.7M disclosed across 2 rounds · 2020–2022
- $6.5Mseed moneyJan 2022 · 2 sources
American Express (lead), American Express Ventures, Bessemer Venture Partners, Draper and Associates, IDEA Fund Partners, IDEAfund
Source ↗
▶$5.2MraisedNov 2020 · 37 investors · Other TechnologyRule 506(b)
▶$5.2MraisedNov 2020 · 37 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- GREG LISSYDirector
- RAMI ESSAIDExecutive Officer, Director
- LISTER DELGADODirector
- Offering amount
- $5.2M
- Amount sold
- $5.2M
- First sale
- Oct 2020
- Incorporated
- Corporation, Delaware, 2019
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- What does Finmark do?
- Finmark was a financial planning and modeling software startup that helped startups and SMBs build financial models, forecast cash flow, and plan budgets without spreadsheets. Acquired by BILL in 2022.
- Who founded Finmark?
- Finmark was founded by Rami Essaid, Greg Lissy, Jeremy Neuberger in 2020.
- Who are Finmark's investors?
- Finmark's investors include AAF Management Ltd., Bessemer Venture Partners, Decibel Partners, Service Provider Capital, Wayfinder Ventures, Y Combinator, IDEA Fund Partners, York IE.
- How much funding has Finmark raised?
- Finmark has disclosed $11.7M raised across 2 rounds.
- Who acquired Finmark?
- Finmark was acquired by Bill.com Holdings, Inc..
- Where is Finmark headquartered?
- Finmark is headquartered in Raleigh, US.