Fundraising Fox

Ocrolus

New York, US · Founded 2016 · Delaware corporation · 16 known investors

ocrolus.com ↗

Ocrolus provides cash flow analytics and document processing tools for lenders and financial institutions to make funding decisions for small businesses. The platform analyzes bank statements and transaction data to assess borrower creditworthiness and supports loan origination at scale.

AI & Machine LearningData & InfrastructureFintechSaaS

Founders & leadership

Ocrolus was founded in 2016 by Sam Bobley.

SBSam Bobley
Sam BobleyFounder30 Under 30 2020

Board

NANick Adams
Nick Adamsin𝕏Board Member2018–2022Managing Partner at Differential Ventures
DA
David Arcarain𝕏Board Member2018–2021Partner at Laconia

Investors · 16

ARC Angel FundNew York · $50K – $250K
Boro CapitalNew York · $250K – $500K
Bullpen CapitalSan Francisco · $2M – $4M
Cohen CircleNew York
Differential VenturesNew York · $250K – $3M
Elevate Innovation PartnersNew Yorkvia Shreyas Chityala · inferred
Fin CapitalSan Francisco · $250K – $15M
Green Egg VenturesNew York · $100K – $1M
Oak HC/FTStamfordvia Dan Petrozzo · board
QED InvestorsAlexandria · $30K – $25M
RiverPark VenturesNew York · $500K – $1M
Stage 2 CapitalLincoln · $200K – $4M
Teamworthy VenturesNew York
Valuestream VenturesMiami · $250K – $10M
Westchester AngelsWestchester County
LaconiareportedNew York · $250K – $1Mvia David Arcara · board

Reported raises · per SEC filings

Form D private placements

$103.3M disclosed across 5 rounds · 2018–2023

▶$10.5MraisedFeb 2023 · 12 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Vikas DuaDirector
  • Dan PetrozzoDirector
  • Christina FavillaDirector
  • Amias GeretyDirector
  • Allin LoganDirector
  • Sam BobleyExecutive Officer, Director
Offering amount
$15M
Amount sold
$10.5M
First sale
Feb 2023
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$54.5MraisedJun 2021 · 10 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Amias GeretyDirector
  • Logan AllinDirector
  • Dan PetrozzoDirector
  • Vikas DuaExecutive Officer, Director
  • Sam BobleyExecutive Officer, Director, Promoter
  • Nick AdamsDirector
Offering amount
$60M
Amount sold
$54.5M
First sale
Jun 2021
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$13.5MraisedNov 2020 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Sam BobleyExecutive Officer, Director, Promoter
  • Vikas DuasExecutive Officer, Director
  • Nick AdamsDirector
  • Dan PetrozzoDirector
  • Amias GeretyDirector
  • Matthew LevinsonDirector
Offering amount
$14M
Amount sold
$13.5M
First sale
Aug 2020
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$17.4MraisedMay 2019 · 11 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Sam BobleyExecutive Officer, Director
  • David ArcaraDirector
  • Nick AdamsDirector
  • Dan PetrozzoDirector
Offering amount
$17.4M
Amount sold
$17.4M
First sale
May 2019
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$7.5MraisedFeb 2019 · 74 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Nick AdamsDirector
  • David ArcaraDirector
  • Sam BobleyExecutive Officer
Offering amount
$7.5M
Amount sold
$7.5M
First sale
Feb 2018
Incorporated
Corporation, Delaware, 2016
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 · 4

by search overlap
Intuit®3160 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.
Fincent1694 shared keywordsFincent provides an AI-native finance platform for small and mid-sized businesses covering bookkeeping, accounting, payroll, tax filing, AP/AR, fractional CFO, audit support, R&D credits, and 409A valuation, supervised by accounting professionals. The platform continuously classifies, reconciles, and posts transactions in real time and forecasts cash, runway, and burn rate.
Taxfyle1458 shared keywordsTaxfyle connects individuals and businesses with US-based CPAs and Enrolled Agents to prepare and file tax returns, including back taxes, extensions, and prior-year filings. It operates a marketplace of tax professionals and also offers firm partnerships and client services.
Jackson Hewitt1172 shared keywordsJackson Hewitt is a U.S. tax preparation company offering in-person filing of income tax returns, extensions, and amendments through local Tax Pros, including at locations inside Walmart stores. It serves individual taxpayers with services covering simple returns as well as more complex filings such as cryptocurrency and investments, along with refund guarantees and identity protection products.

Companies competing with Ocrolus for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Ocrolus do?
Ocrolus provides cash flow analytics and document processing tools for lenders and financial institutions to make funding decisions for small businesses. The platform analyzes bank statements and transaction data to assess borrower creditworthiness and supports loan origination at scale.
Who founded Ocrolus?
Ocrolus was founded by Sam Bobley in 2016.
Who are Ocrolus's investors?
Ocrolus's investors include ARC Angel Fund, Boro Capital, Bullpen Capital, Cohen Circle, Differential Ventures, Elevate Innovation Partners, Fin Capital, Green Egg Ventures and 8 more.
How much funding has Ocrolus raised?
Ocrolus has disclosed $103.3M raised across 5 rounds.
Where is Ocrolus headquartered?
Ocrolus is headquartered in New York, US.