MarginEdge
Arlington, US · Founded 2015 · Delaware corporation · 1,109 employees on LinkedIn · 7 known investors
Find your way into MarginEdge
706 people in our graph share verified history with the MarginEdge team — schools, employers, funds. One of them is your warm intro.
Ken Chenaultunlockedknows Jess Finnefrock · together at Chief (overlapped)
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knows the team · via University of Florida
knows the team · via The Johns Hopkins University
knows the team · via Rochester Institute of Technology
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MarginEdge builds a restaurant management platform that handles invoice processing, inventory, cost tracking, and accounting integrations for restaurant operators. The software is aimed at the food service and hospitality sector.
Founders & leadership
MarginEdge was founded in 2015 by Roy Phillips, Bo Davis, and Brian Mills.
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Roy PhillipsinCo-Founder
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Bo DavisinCo-founder & CEO
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Brian MillsinCo-founder & CTOBrian Mills is Co-founder and CTO of MarginEdge, a restaurant management platform handling invoice processing, inventory, and cost tracking. Before founding MarginEdge, he spent six years at Starfish Retention Solutions, progressing from senior engineer to VP of Product Development before the company's acquisition by Hobsons.
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Emma WhelaninChief Financial Officer
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Jess FinnefrockinChief Operating OfficerChief Operating Officer of MarginEdge, Jess Finnefrock has held global operations and product development roles involving mergers and acquisitions, team management across multiple international locations, and client relations.
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Tara CleverinChief Revenue OfficerChief Revenue Officer at MarginEdge, Tara Clever brings experience in sales, marketing, and operations. She has worked across customer acquisition, service delivery, and retention strategies.
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John CorsoNamed on SEC filing
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Clyde DavisNamed on SEC filing
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Patrick O'ReillyNamed on SEC filing
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Pawan MalhotraNamed on SEC filing
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Timothy P O'ReillyNamed on SEC filing
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Ned MayNamed on SEC filing
Investors · 7
Reported raises · per SEC filings
Form D private placements$81.7M disclosed across 5 rounds · 2018–2026
▶$20.6MraisedJul 2026 · 4 investors · Other TechnologyRule 506(b)
▶$20.6MraisedJul 2026 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Clyde DavisExecutive Officer, Director
- Roy PhillipsDirector
- Timothy P O'ReillyDirector
- John CorsoDirector
- Ned MayDirector
- Orhan GazelleDirector
- Sean DowlingDirector
- Emma WhelanExecutive Officer
- Offering amount
- $23.1M
- Amount sold
- $20.6M
- First sale
- Jul 2026
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$29.4MraisedDec 2022 · 10 investors · Other TechnologyRule 506(b)
▶$29.4MraisedDec 2022 · 10 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Roy PhillipsDirector
- Clyde Davis, IVExecutive Officer, Director
- Patrick O'ReillyDirector
- Orhan GazelleDirector
- Sean DowlingDirector
- John CorsoDirector
- Jim KoehrDirector
- Offering amount
- $29.4M
- Amount sold
- $29.4M
- First sale
- Oct 2022
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$23.2MraisedSep 2021 · 14 investors · Other TechnologyRule 506(b)
▶$23.2MraisedSep 2021 · 14 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Clyde Davis, IVExecutive Officer, Director
- Patrick O'ReillyDirector
- Sean DowlingDirector
- John CorsoDirector
- Orhan GazelleDirector
- Jim KoehrDirector
- Roy PhillipsDirector
- Offering amount
- $23.2M
- Amount sold
- $23.2M
- First sale
- Sep 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$5MraisedSep 2021 · 10 investors · Other TechnologyRule 506(b)
▶$5MraisedSep 2021 · 10 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- John CorsoDirector
- Sean DowlingDirector
- Roy PhillipsDirector
- Patrick O'ReillyDirector
- Orhan GazelleDirector
- Jim KoehrDirector
- Clyde Davis, IVExecutive Officer, Director
- Offering amount
- $5M
- Amount sold
- $5M
- First sale
- Jul 2019
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$3.5MraisedMay 2018 · 22 investors · Other TechnologyRule 506(c)
▶$3.5MraisedMay 2018 · 22 investors · Other Technology
Rule 506(c)Officers, directors & promoters on the filing
- John CorsoDirector
- Clyde DavisExecutive Officer, Director
- Roy PhillipsExecutive Officer, Director
- Patrick O'ReillyDirector
- Pawan MalhotraDirector
- Offering amount
- $3.5M
- Amount sold
- $3.5M
- Minimum investment
- $25K
- First sale
- May 2018
- Incorporated
- Corporation, Delaware, 2015
- Federal exemptions
- 06c
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 10
by search overlap
Toast298 shared keywordsToast provides a restaurant management platform combining point-of-sale hardware (Flex POS, Toast Go 3 handheld) with software tools for online ordering, payroll, and other operations. It serves restaurants and restaurateurs across the food service industry.
Restaurant365285 shared keywordsRestaurant365 provides cloud-based enterprise management software for restaurants, integrating accounting, store operations, and workforce management into a single platform. The company serves restaurant concepts nationwide with solutions for financial visibility, operational efficiency, and employee management.
Lightspeed221 shared keywordsLightspeed provides a point-of-sale and payments platform that lets retail and hospitality businesses sell in person, online, and on social channels from one connected system. It offers inventory management, integrations, embedded funding, and B2B wholesale ordering for merchants across more than 100 countries.
Touchbistro201 shared keywordsTouchBistro is an all-in-one POS and restaurant management system that provides restaurateurs with payment processing, online ordering, reservations, and related tools. The platform helps restaurant operators increase sales, improve guest experiences, and reduce operational costs.
MarketMan179 shared keywordsMarketMan provides software solutions for restaurant operators and foodservice distributors, offering inventory management, supply chain optimization, and business intelligence tools. The platform serves over 15,000 restaurant operators globally and is powered by Meal Ticket, a leader in foodservice technology.
Square174 shared keywordsSquare is a financial services platform that provides point-of-sale systems, payment processing, payroll management, and cash flow tools for small and medium-sized businesses. The platform integrates with hundreds of third-party applications to help merchants manage operations across online and offline channels.
Intuit®159 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
7shifts146 shared keywords7shifts is a scheduling and payroll platform built for restaurant teams, offering an app and restaurant-specific tools to manage staff, reduce errors, and control labor costs. It serves over 55,000 restaurants.
Supy128 shared keywordsWilliam Stanley is a hospitality-only accountancy firm that helps restaurants understand and optimize their financial performance through detailed P&L analysis, inventory controls, and financial training. The firm supports 600+ restaurants across the UK, US, Middle East, and Hong Kong.
Wisk Solutions123 shared keywordsWISK provides a cloud-based restaurant inventory management system that tracks inventory in real-time, calculates recipe costs, and automates financial reporting for multi-location restaurant operations. The platform integrates with over 50 POS systems and helps restaurants reduce waste and optimize purchasing decisions.
Companies competing with MarginEdge for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
MarginEdge Raises $80 Million as Competition for the AI-Powered Restaurant Back Office Intensifies |restauranttechnologynews.com · Aug 2026
MarginEdge raises $80m in Series D roundfinance.yahoo.com · Aug 2026Frequently asked questions
- What does MarginEdge do?
- MarginEdge builds a restaurant management platform that handles invoice processing, inventory, cost tracking, and accounting integrations for restaurant operators. The software is aimed at the food service and hospitality sector.
- Who founded MarginEdge?
- MarginEdge was founded by Roy Phillips, Bo Davis, Brian Mills in 2015.
- Who are MarginEdge's investors?
- MarginEdge's investors include Branded Strategic Hospitality, Connetic Ventures, DERIVE VENTURES, IrishAngels, Schooner Capital, Osage Venture Partners, Ten Coves Capital.
- How much funding has MarginEdge raised?
- MarginEdge has disclosed $81.7M raised across 5 rounds.
- Where is MarginEdge headquartered?
- MarginEdge is headquartered in Arlington, US.