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Focal
3 known investors
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Focal provides AI-powered meeting automation and workflow tools for financial advisors, automating pre-meeting preparation, note-taking, CRM data entry, and client onboarding tasks. The platform integrates with major CRM and financial planning systems to help advisory teams save time and improve client engagement.
Founders & leadership
Investors · 3
Distributed Ventureslisted by Distributed VenturesChicago · $1M – $5M
How we know: Distributed Ventures's portfolio page · the VCSheet dataset · Not right? Tell us
Wischoff VenturesreportedNashville · $750K – $1M
How we know: funding news · Not right? Tell us
Funding
SEC filings, press & company announcements$5M disclosed across 1 of 2 rounds · 2025
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does Focal do?
- Focal provides AI-powered meeting automation and workflow tools for financial advisors, automating pre-meeting preparation, note-taking, CRM data entry, and client onboarding tasks. The platform integrates with major CRM and financial planning systems to help advisory teams save time and improve client engagement.
- Who founded Focal?
- Focal was founded by Jerry Jihao Bai.
- Who are Focal's investors?
- Focal's investors include Distributed Ventures, NFP, Wischoff Ventures.
- How much funding has Focal raised?
- Focal has disclosed $5M raised across 1 of its 2 known rounds.