Fundraising Fox

Kipsi Software

Berkeley, US · Founded 2022 · Delaware corporation

Kipsi is a software platform for accounting and tax consulting firms that manages client information requests and conducts R&D tax credit studies. It offers tools including a client portal, email automation, customizable questionnaires, and expense allocation, with white-labeling options for firms.

Founders & leadership

XJ
Xiaolong JianginNamed on SEC filing
BB
Brandon BryantNamed on SEC filing
CT
Claire TsukudainNamed on SEC filing

Reported raises · per SEC filings

Form D private placements

$4M disclosed across 1 round · 2023

$4MraisedDec 2023 · 11 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Xiaolong JiangExecutive Officer, Director, Promoter
  • Brandon BryantDirector
  • Claire TsukudaExecutive Officer, Director, Promoter
Offering amount
$4.1M
Amount sold
$4M
First sale
Dec 2023
Incorporated
Corporation, Delaware, 2022
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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

Competitors · 1

by search overlap

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Frequently asked questions

What does Kipsi Software do?
Kipsi is a software platform for accounting and tax consulting firms that manages client information requests and conducts R&D tax credit studies. It offers tools including a client portal, email automation, customizable questionnaires, and expense allocation, with white-labeling options for firms.
How much funding has Kipsi Software raised?
Kipsi Software has disclosed $4M raised across 1 round.
Where is Kipsi Software headquartered?
Kipsi Software is headquartered in Berkeley, US.