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Onestream
Birmingham, US · 1,686 employees on LinkedIn · 4 known investors
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OneStream provides a governed agentic AI layer for corporate finance teams, with built-in SensibleAI Agents that run on its financial close, planning, consolidation, and reporting engines. It extends the same auditability, permissions, and financial context to external AI tools like Copilot, Claude, ChatGPT, and Gemini via MCP connectivity.
Founders & leadership
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Tom SheaCo-Founder & CEOTom Shea founded UpStream Software, where he architected UpStream WebLink and FDM for financial data quality management, and later founded OneStream Software and designed its XF platform for corporate performance management serving CFO offices.
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Craig ColbyCo-Founder & Chief Success OfficerCraig Colby co-founded OneStream Software and previously co-founded UpStream Software, which was acquired by Hyperion in 2006. He currently serves as Chief Success Officer at OneStream, which provides an agentic AI layer for corporate finance teams.
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BILL KOEFOEDSenior Advisor2026–2026He has prior experience as a CFO in the technology industry, with expertise in strategy, planning, investor relations, and mergers and acquisitions.
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John KinzerInterim Chief Financial OfficerJohn Kinzer served as Chief Financial Officer of HubSpot, where he led its 2014 IPO and oversaw growth to over $6 billion market cap, and previously held the CFO role at Blackboard, which he took public in 2004. He brings finance leadership experience from roles at MCI and Arthur Andersen, holds a BS in Accounting from Virginia Tech, and currently serves as Interim CFO at OneStream.
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Holly KoczotChief Legal Officer
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Danielle CraneChief People OfficerDanielle Crane leads people operations at OneStream, a financial close and planning software company. She has prior experience in talent acquisition and has worked on building organizational culture to drive business performance.
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Tim MinahanChief Strategy & Marketing OfficerTim Minahan held executive roles at Citrix Systems as EVP of Business Strategy and CMO, and previously worked in strategy and marketing leadership at SAP, Ariba, Procuri, and Aberdeen Group. He is Chief Strategy & Marketing Officer at OneStream.
Investors · 4
Alkeon Innovationlisted by Alkeon InnovationNew York
How we know: Alkeon Innovation's portfolio page · Not right? Tell us
Antares Capitallisted by Antares CapitalChicago
How we know: Antares Capital's portfolio page · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$200M disclosed across 1 round · 2021
▶$200MraisedApr 2021 · 6 investors · Other TechnologyRule 506(b)
▶$200MraisedApr 2021 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- CRAIG COLBYExecutive Officer, Director
- MARK ANGLEExecutive Officer
- ROBERT POWERSExecutive Officer, Director
- DAVID S. WELSHDirector
- DAVID PETRAEUSDirector
- BRADLEY BROWNDirector
- JOHN KINZERDirector
- THOMAS SHEAExecutive Officer, Director
- JEFF DEGRIECKExecutive Officer
- JONATHAN MARINERDirector
- KARA WILSONDirector
- BILL KOEFOEDExecutive Officer
- DAVE KASABIANExecutive Officer
- MICHAEL BURKLANDDirector
- Offering amount
- $200M
- Amount sold
- $200M
- First sale
- Apr 2021
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does Onestream do?
- OneStream provides a governed agentic AI layer for corporate finance teams, with built-in SensibleAI Agents that run on its financial close, planning, consolidation, and reporting engines. It extends the same auditability, permissions, and financial context to external AI tools like Copilot, Claude, ChatGPT, and Gemini via MCP connectivity.
- Who founded Onestream?
- Onestream was founded by MARK ANGLE, Tom Shea, Bob Powers, Craig Colby.
- Who are Onestream's investors?
- Onestream's investors include Alkeon Innovation, Antares Capital, General Atlantic, Tidemark.
- How much funding has Onestream raised?
- Onestream has disclosed $200M raised across 1 round.
- Where is Onestream headquartered?
- Onestream is headquartered in Birmingham, US.