Suralink
Salt Lake City, US · Founded 2014 · Delaware corporation · 112 employees on LinkedIn · 2 known investors
Suralink provides a platform used by accounting firms to securely manage and transfer files and client requests, serving professional service firms worldwide. The company's software is used by many of the largest firms to handle document exchange and workflow.
Founders & leadership
DG
David GeurtsNamed on SEC filing
TB
Timothy BallantyneNamed on SEC filing
Investors · 2
Reported raises · per SEC filings
Form D private placements$6.3M disclosed across 3 rounds · 2014–2019
▶$5.3MraisedAug 2019 · 1 investors · Other TechnologyRule 506(b)
▶$5.3MraisedAug 2019 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Alex SoffeDirector
- Nathan GrossmanDirector
- Timothy BallantyneExecutive Officer, Director
- David GeurtsExecutive Officer, Director
- Offering amount
- $5.3M
- Amount sold
- $5.3M
- First sale
- Jul 2019
- Incorporated
- Corporation, Delaware, 2014
- Federal exemptions
- 06b
▶$850KraisedSep 2018 · 8 investors · Other TechnologyRule 506(b)
▶$850KraisedSep 2018 · 8 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- David GeurtsExecutive Officer, Director
- Timothy BallantyneExecutive Officer, Director
- Offering amount
- $850K
- Amount sold
- $850K
- Minimum investment
- $9K
- First sale
- Aug 2018
- Incorporated
- Corporation, Delaware, 2014
- Federal exemptions
- 06b
▶$188.8KraisedNov 2014 · 9 investors · Business ServicesRule 506(b)
▶$188.8KraisedNov 2014 · 9 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Timothy BallantyneExecutive Officer, Director
- David GeurtsDirector
- Offering amount
- $482.8K
- Amount sold
- $188.8K
- First sale
- Nov 2014
- Incorporated
- Corporation, Delaware, 2014
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 5
by search overlapDatasnipper514 shared keywordsDataSnipper offers an Intelligent Automation Platform that works inside Excel to extract, cross-reference, and verify data from documents for audit and finance workflows. It serves auditors and finance teams performing tasks such as document matching, control testing, and financial statement procedures.
Diligent323 shared keywordsDiligent provides governance, risk, compliance and audit software used by board members and organizational leaders to connect insights and drive decision-making across these functions. The platform serves over one million users across more than 700,000 board members and leaders globally.
Hyperbots284 shared keywordsHyperbots offers an agentic AI platform with finance-specific "co-pilots" that automate accounts payable and receivable tasks such as invoice processing, accruals, procurement, payments, sales tax verification, vendor management, collections, and cash application. The platform uses AI agents pre-trained on financial documents and integrates with ERPs like NetSuite, SAP S/4HANA, Sage, Microsoft Dynamics 365, and QuickBooks for finance and accounting teams.
V Comply225 shared keywordsVComply is a compliance management platform that automates control tracking, task assignment, evidence capture, and audit reporting through an AI-powered interface. It serves compliance and risk teams across regulated industries including healthcare, finance, energy, and manufacturing.
Trullion212 shared keywordsTrullion provides AI-powered software for internal and external audit teams that automates testing, data extraction, and reconciliation workflows. The platform centralizes audit work, reduces manual errors, and enables real-time collaboration for financial statement validation.
Companies competing with Suralink for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Suralink do?
- Suralink provides a platform used by accounting firms to securely manage and transfer files and client requests, serving professional service firms worldwide. The company's software is used by many of the largest firms to handle document exchange and workflow.
- Who are Suralink's investors?
- Suralink's investors include Forward Venture Capital, Growth Street Partners.
- How much funding has Suralink raised?
- Suralink has disclosed $6.3M raised across 3 rounds.
- Where is Suralink headquartered?
- Suralink is headquartered in Salt Lake City, US.




