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Series

13 known investors

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Series is a digital financial platform combining banking, crypto custody and back-office software for institutions and corporations.

Also known as Series Financial

Investors · 13

Also in the syndicate · 1

776lead

Funding

SEC filings, press & company announcements
  • Undisclosed amountSeries ASep 2026 · 3 sources
    Source ↗

Source: company announcements and press reports — follow each round's link for the claim.

Company profile

researched Aug 2026

Series operates a digital financial platform aimed at institutions and corporations, combining full-service banking, enterprise-grade crypto custody, prime services and end-to-end back office software in a single offering. The company positions its product as a way to automate the finance and operations stacks that businesses assemble as they grow, spanning functions such as payments, global payroll and HR management, and treasury management.

The platform is described as an alternative to traditional ERP systems. Coverage of the company notes that financial and operational complexity increases as companies create additional legal entities and organizational structures, each carrying its own governance and compliance requirements, and that Series targets this complexity.

Business model

Series sells a software and financial services platform to institutional and corporate customers, bundling banking, crypto custody, prime services and back office operations software.

Traction

The company raised $25 million in combined seed and Series A funding announced in September 2023.

Latest developments

In September 2023 the company announced a $25 million combined seed and Series A round led by 776 and Basis Set Ventures, with participation from Scribble Ventures.

▸Full profile — market position, technology, go-to-market, geography

Market position

Positioned as a replacement for traditional ERP systems in financial operations, in the fintech and crypto software categories.

Technology

A platform spanning banking, enterprise-grade crypto custody, prime services and end-to-end back office software, covering payments, global payroll and HR management, and treasury management.

Go-to-market

Institutions and corporations, including businesses managing multiple legal entities and complex finance and operations functions.

Geography

Headquartered in San Francisco, California.

Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
Total funding raisedSep 2023$25M

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

Timeline · 1

launches, deals, and filings
Sep 2023
Series raises $25M in combined seed and Series A funding

Press coverage reported that Series, a San Francisco-based developer of a platform to automate businesses' finance and operations stacks and aiming to replace ERP systems, raised $25 million in seed and Series A funding led by 776 and Basis Set Ventures, with participation from Scribble Ventures.

$25M source ↗

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

▸Research sources · 8

primary sources listed

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

Frequently asked questions

What does Series do?
Series is a digital financial platform combining banking, crypto custody and back-office software for institutions and corporations.
Who are Series's investors?
Series's investors include Leadout Capital, Miroma Ventures, Scribble Ventures, Basis Set Ventures, BlackFin Capital Partners, EXPONENT FOUNDERS CAPITAL, Harbert Growth Partners, Hummingbird Ventures and 4 more.