XLerant
Stamford, US · Delaware corporation · 1 known investors
XLerant makes BudgetPak, a budgeting and forecasting software with a guided, non-spreadsheet interface designed to engage both financial and non-financial managers in the budgeting process. It provides built-in controls, headcount and salary planning, and reporting for finance teams at organizations moving beyond Excel.
Founders & leadership
BJ

Brunn JoanneMs. Brunn is the Chief Executive Officer of the Issuer.
Board
WS

JP
James PerakisBoard director
DT
Dacko TheodoreBoard director
Investors · 1
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 overlapNetezza41 shared keywordsIBM is a global technology company whose business spans enterprise software (including Red Hat, HashiCorp, and Confluent), IT infrastructure such as mainframes, servers, and storage, and IT consulting services. The company is also investing heavily in quantum computing and AI-based enterprise offerings, including its Lightwell open-source software security clearinghouse and the Anderon quantum wafer foundry.
Corporatefinanceinstitute38 shared keywordsCorporate Finance Institute (CFI) is an online training platform offering certifications and courses in financial modeling, valuation, FP&A, financial analysis, business intelligence, and related finance and AI skills. It serves finance professionals seeking job-ready skills and industry-recognized credentials such as the FMVA.
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.
Companies competing with XLerant for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does XLerant do?
- XLerant makes BudgetPak, a budgeting and forecasting software with a guided, non-spreadsheet interface designed to engage both financial and non-financial managers in the budgeting process. It provides built-in controls, headcount and salary planning, and reporting for finance teams at organizations moving beyond Excel.
- Who are XLerant's investors?
- XLerant's investors include Chrysalis Ventures.
- 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.


