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Finmark

acquired by Bill.com Holdings, Inc.YC S20

Raleigh, US · Founded 2020 · Delaware corporation · 14 employees · 23 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 Inner Circle Labs, Inc. · 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.

RERami Essaid
Rami EssaidCo-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.
GLGreg Lissy
Greg LissyCo-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.
JNJeremy Neuberger
Jeremy NeubergerCo-Founder / Chief Technology Officer2020–2022Jeremy Neuberger has spent over ten years in technology leadership roles across B2B, B2C, travel, and e-commerce sectors.

Board

LDLISTER DELGADO
LISTER DELGADOInvestor and Board MemberManaging Partner at IDEA Fund Partners

Investors · 23

Bessemer Venture Partnerslisted by Bessemer Venture PartnersSan Francisco · $50K – $100M

How we know: Bessemer Venture Partners's portfolio page · a partner's Signal profile · techcrunch.com · open dataset · 5k.vc investor directory · Not right? Tell us

Correlation Ventureslisted by Correlation VenturesSan Francisco · $100K – $4M

How we know: Correlation Ventures's portfolio page · Y Combinator's founder network · Not right? Tell us

Decibel Partnerslisted by Decibel PartnersMenlo Park · $100K – $10M
Gaingelslisted by GaingelsNew York · $200K – $500K

How we know: gaingels.com · Not right? Tell us

Noveus Capitallisted by Noveus CapitalSan Francisco

How we know: Noveus Capital's portfolio page · Y Combinator's founder network · Not right? Tell us

Service Provider Capitallisted by Service Provider CapitalVail
Soma Capitallisted by Soma CapitalSacramento · $100K – $300K

How we know: Y Combinator's founder network · somacap.com · Not right? Tell us

Wayfinder Ventureslisted by Wayfinder VenturesSan Francisco · $300K – $1M

How we know: Wayfinder Ventures's portfolio page · Not right? Tell us

Y Combinatorlisted by Y CombinatorSan Francisco · $500K

How we know: the Y Combinator directory · open dataset · 5k.vc investor directory · Not right? Tell us

York IElisted by York IEManchester

How we know: York IE's portfolio page · a partner's Signal profile · Not right? Tell us

AltaIR CapitalreportedHerzliya

How we know: Y Combinator's founder network · Not right? Tell us

American Express Ventures (Amex)reported

How we know: open dataset · 5k.vc investor directory · Not right? Tell us

Green Visor CapitalreportedNew York

How we know: Y Combinator's founder network · Not right? Tell us

IDEA Fund PartnersreportedChapel Hill · $250K – $500K

How we know: grepbeat.com · open dataset · 5k.vc investor directory · Not right? Tell us

ImmeasurablereportedLos Angeles · $25K – $100K

How we know: Y Combinator's founder network · Not right? Tell us

Limited VenturesreportedMiami

How we know: Y Combinator's founder network · Not right? Tell us

Promus VenturesreportedChicago

How we know: Y Combinator's founder network · open dataset · 5k.vc investor directory · Not right? Tell us

Yellow Rocks!reportedSan Francisco

How we know: Y Combinator's founder network · Not right? Tell us

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

▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Related companies · 5

DimOrderDimOrder provides technology solutions for the food service industry, offering point-of-sale systems and dining platform services to restaurants. The company uses technology to improve operational efficiency and enhance the dining experience for both customers and restaurant operators.
Pump.coPump provides discounted AWS cloud computing for early-stage startups through collective purchasing and automated optimization, with no setup or engineering required.
ConcourseConcourse is a platform that builds and deploys AI agents for enterprise finance teams, covering FP&A, accounting, treasury, and data functions. It connects to existing finance systems and delivers outputs through tools like Excel, Slack, Teams, and PowerPoint, with enterprise security and AI governance features.
VolopayVolopay provides corporate cards, automated expense management, and accounting integrations for businesses. The platform targets finance teams in the APAC region seeking to streamline financial operations.
NovaNova provides software for deal management and data sharing in private markets, serving investors and financial professionals. The company was acquired by AngelList in 2023 and its products were rebranded as AngelList Transact and AngelList Data Room.

Companies working in the same space as Finmark.

Legal entities · 1

corporate structure
Inner Circle Labs, Inc.

In the news

Fundraising - Finmarkfinmark.com · Nov 2022What is Debt Financing & How Does it Work? - Finmarkfinmark.com · Apr 2022As Finmark finds its footing, it moves up market and takes on additional investment – TechCrunchtechcrunch.com · Jan 2022Finmark Raises $5 Million in Oversubscribed Seed Round to Simplify Financial Planning for Startups - Finmarkfinmark.com · Oct 2020

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, Correlation Ventures, Decibel Partners, Gaingels, Noveus Capital, Service Provider Capital, Soma Capital and 11 more.
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.