XLerant
Stamford, US · Delaware corporation · 3 known investors
Find your way into XLerant
98 people in our graph share verified history with the XLerant team — schools, employers, funds. One of them is your warm intro.
Alan Martinunlockedknows Joanne E. Brunn · together at LEGO (overlapped)
knows the team · via LEGO
knows the team · via Jonas Software
×9knows the team · via Hofstra University
XLerant develops budgeting and financial planning software for enterprise customers. The company specializes in financial consolidation, planning, and reporting solutions.
Founders & leadership
CP
Charles PevsnerinCo-founder & Chief Technology OfficerHe has built software and systems consulting companies and brings technical expertise in full-stack web and client/server technologies, including Azure, ASP.NET Core, SQL Server, and C#.
BJ
Brunn JoanneMs. Brunn is the Chief Executive Officer of the Issuer.
JE
Joanne E. BrunninChief Executive OfficerJoanne E. Brunn is CEO of XLerant, a financial planning and consolidation software company. She has held leadership roles across both large organizations and early-stage startups.
Board
WS
JP
James PerakisBoard director
DT
Dacko TheodoreBoard director
Investors · 3
Reported raises · per SEC filings
Form D private placements$1.7M disclosed across 1 round · 2013
▶$1.7MraisedAug 2016 · 4 investors · Other TechnologyRule 506(b)
▶$1.7MraisedAug 2016 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Brunn JoanneExecutive Officer, Director
- James PerakisExecutive Officer, Director
- Dacko TheodoreDirector
- Wright SteenrodDirector
- Offering amount
- $1.7M
- Amount sold
- $1.7M
- Minimum investment
- $1
- Proceeds to insiders
- $1
- First sale
- Apr 2013
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 9
by search overlap
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Corporatefinanceinstitute38 shared keywordsCorporate Finance Institute offers an online specialization program teaching finance professionals how to integrate environmental, social, and governance (ESG) factors into financial analysis, valuation, and investment decision-making. The program covers ESG frameworks, sustainability integration, greenhouse gas accounting, and climate risk management across eight core courses.
Bill.com Holdings, Inc.37 shared keywordsBILL is a unified financial operations platform that automates accounts payable, receivables, and spend management for businesses. The platform processes over $345 billion in annual payment volume and serves nearly 500,000 customers across the US and 130+ countries.
Ramsey Solutions34 shared keywordsRamsey Solutions provides personal finance education, tools, and coaching—including the 7 Baby Steps plan, a vetted network of financial service providers (RamseyTrusted), and AI-powered money advice—to help individuals get out of debt and build wealth. The company also produces The Ramsey Show and offers budgeting resources for consumers managing their personal finances.
Interactive Strength Acquires Ergatta32 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
Vena Solutions32 shared keywordsVena is an Excel-native financial planning and analysis (FP&A) platform with AI agents that helps enterprises with budgeting, forecasting, reporting, and financial close management. Built to integrate with Microsoft 365 and connect ERP, CRM, and HRIS data, it serves finance teams looking to plan, report, and consolidate on a single platform.
Datarails29 shared keywordsDatarails provides FinanceOS, a governed, Excel-connected operating layer that consolidates and maps financial data from ERP, CRM, HRIS, and 600+ sources for finance teams and the office of the CFO. The platform supports FP&A, month-end close, cash forecasting, and spend control while connecting governed data to AI tools with version control, audit trails, and permissions.
Cube29 shared keywordsCube is an AI-powered financial intelligence platform for FP&A teams that integrates with Excel, Google Sheets, PowerPoint, Slack, and source systems to automate financial planning, analysis, and reporting. It serves finance teams across organizations seeking to reduce manual work and improve data accuracy.
Monarch29 shared keywordsMonarch is a personal finance app for individuals, couples, and families that connects bank accounts, credit cards, loans, and investments into one view for budgeting, tracking spending, monitoring subscriptions, and setting savings goals. It works across web, iOS, and Android and lets users collaborate with a partner or financial advisor.
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In the news
Frequently asked questions
- What does XLerant do?
- XLerant develops budgeting and financial planning software for enterprise customers. The company specializes in financial consolidation, planning, and reporting solutions.
- Who founded XLerant?
- XLerant was founded by Charles Pevsner.
- Who are XLerant's investors?
- XLerant's investors include Chrysalis Ventures, Connecticut Innovations, Ironwood Capital.
- How much funding has XLerant raised?
- XLerant has disclosed $1.7M raised across 1 round.
- Where is XLerant headquartered?
- XLerant is headquartered in Stamford, US.