Fundraising Fox

Pactio Technologies

DefunctEntrepreneur First '21

London, GB Β· Founded 2021 Β· 1 known investors

pactio.io β†—

Pactio Technologies builds AI-driven workflows that run inside Excel, Word, and Outlook. Its prebuilt templates handle tasks such as reporting, deal tracking, and investor updates for private capital firms, reducing the amount of manual work involved.

Also known as Pactio Β· PACTIO TECHNOLOGIES LIMITED Β· Pactio Technologies Ltd.

Fintech

Founders & leadership

Pactio Technologies was founded in 2021 by Eric Heimark and Lorenzo Foglianti.

EHEric Heimark
Eric HeimarkinCEOEric Heimark studied economics and computer science at Brown University and spent more than seven years in investment banking at Goldman Sachs. He moved into startups through Entrepreneurs First and now leads Pactio Technologies as CEO.
LFLorenzo Foglianti
Lorenzo FogliantiinFounding CTOLorenzo earned a bachelor's degree in physics from UCL and a master's in machine learning from the University of Cambridge. He worked as a machine learning engineer for more than two years at Papercup, a media-focused ML startup, before starting Pactio through Entrepreneurs First.

Investors Β· 1

Company profile

researched Aug 2026

{"summary_one_liner": "London software company embedding AI workflows for private capital firms into Excel, Word and Outlook; now in liquidation.", "detailed_description": "Pactio Technologies is a London-based software company that embeds AI-driven workflows into Microsoft Office applications β€” Excel, Word and Outlook β€” for private capital teams. Prebuilt templates are used to automate work such as reporting, deal tracking and investor updates, reducing manual effort in these processes.\n\nSecondary company databases describe the product as private equity management software providing deal tracking and risk management tools, positioned around removing administrative burden from deal closing. Activities described include coordinating information, updating numbers, error-checking, auditing and reporting β€” tasks that the company frames as otherwise taking weeks or months β€” with the stated goal of enabling private equity investors to complete deals faster and at lower cost and risk.\n\nThe UK entity, PACTIO TECHNOLOGIES LIMITED (company number 13468854), was incorporated on 21 June 2021 and is registered under SIC code 62012, business and domestic software development. Its registered office is at 2nd Floor, 110 Cannon Street, London EC4N 6EU. As of the Companies House record retrieved, the company status is 'Liquidation'.", "business_model": "Software vendor selling workflow automation tooling that runs inside existing Microsoft Office applications rather than as a standalone system; sources do not disclose pricing, contract structure or revenue figures.", "company_history": "The UK company was incorporated on 21 June 2021 in London. A $14M Series A round was recorded in April 2024. Accounts were last made up to 31 December 2024 and a confirmation statement was last filed dated 20 June 2025. The Companies House record subsequently shows the company in liquidation, with the next confirmation statement overdue.", "technology": "AI workflows delivered inside Excel, Word and Outlook, driven by prebuilt templates for recurring finance tasks such as reporting, deal tracking and investor updates. Sources do not describe the underlying models or architecture.", "market_position": "Positioned in the fintech and private-capital software segment. A company database lists comparable firms including Keye (AI due diligence for private equity), CapLinked (secure transaction management) and Anduin Transactions (deal closing workflows), indicating a crowded field of deal-process tooling for private markets.", "target_customers": "Private capital and private equity firms and their deal, reporting and investor relations teams.", "go_to_market">, "traction": "Public sources record one funding event ($14M Series A, April 2024) and inclusion in the Entrepreneurs First portfolio. No customer counts, revenue or usage metrics are disclosed in the available sources.", "geographic_footprint": "Headquartered in London, United Kingdom, with the registered office at 2nd Floor, 110 Cannon Street, London EC4N 6EU. No other locations are documented in the sources.", "risks_controversies": "The primary documented risk is the company's registered status: Companies House lists PACTIO TECHNOLOGIES LIMITED as being in Liquidation, and the confirmation statement is flagged as overdue. Sources also show inconsistent third-party characterisations of the company's funding: one directory labels it 'Bootstrapped' while another records a $14M Series A, and no filing in the sources reconciles the two.", "latest_developments": "The most recent documented developments are the Companies House record showing company status 'Liquidation' with an overdue confirmation statement (last statement dated 20 June 2025, next due 4 July 2026), following last accounts made up to 31 December 2024."}

Compiled by commissioned research from 6 cited public sources β€” announcements, filings, and press listed under research sources below.

Key figures

latest reported
Last accounts made up toDec 202431 December 2024

Company-reported or press-reported figures, each dated to when it was claimed β€” not independently audited.

Timeline Β· 3

launches, deals, and filings
Jan 2026
Company status recorded as Liquidation at Companies House

Companies House shows the company status as 'Liquidation'; last accounts were made up to 31 December 2024 and the last confirmation statement was dated 20 June 2025, with the next statement overdue.

source β†—

Apr 2024
Pactio raises $14M Series A

A funding aggregator recorded a $14M Series A equity funding round for Pactio, citing finsmes.com as the source.

$14M source β†—

Jun 2021
Pactio Technologies Limited incorporated in the UK

Private limited company number 13468854 incorporated in England, SIC 62012 (business and domestic software development).

source β†—

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

Companies House Β· registry record

View on Companies House β†—
Insolvency historyConfirmation statement overdue
Registered name
PACTIO TECHNOLOGIES LIMITED
Company number
13468854
Status
Liquidation
Company type
Private limited company
Incorporated
21 Jun 2021
Registered office
2nd Floor 110 Cannon Street, London, EC4N 6EU
Nature of business (SIC)
62012 β€” Business and domestic software development
Accounts
last made up to 31 Dec 2024 Β· next due 30 Sept 2026
Confirmation statement
last made up to 20 Jun 2025 Β· next due 4 Jul 2026

Current officers Β· 1

  • Eric James Heimark β€” director, appointed 21 Jun 2021

Source: Companies House public register Β· retrieved 21 Aug 2026. Contains public sector information licensed under the Open Government Licence v3.0.

β–ΈResearch sources Β· 6

primary sources listed

6 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Pactio Technologies do?
Pactio Technologies builds AI-driven workflows that run inside Excel, Word, and Outlook. Its prebuilt templates handle tasks such as reporting, deal tracking, and investor updates for private capital firms, reducing the amount of manual work involved.
Who founded Pactio Technologies?
Pactio Technologies was founded by Eric Heimark, Lorenzo Foglianti in 2021.
Who are Pactio Technologies's investors?
Pactio Technologies's investors include Entrepreneur First.
Where is Pactio Technologies headquartered?
Pactio Technologies is headquartered in London, GB.