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Yogi Goel

Founder

Founder at Maxima

Palo Alto, California, United States

FoundedMaximaMaxima

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635 people in our graph share verified history with Yogi — schools, employers, funds. One of them is your warm intro.

Nancy WangunlockedYogi: together at Rubrik (2017–2019)
×3Yogi: together at Citi
×4Yogi: together at Barclays
Yogi: together at University of Virginia Darden School of Business

About

Yogi Goel is co-founder, CEO, and CFO of Maxima, a company developing agentic AI for accounting that aims to provide real-time, SOX-compliant processes without replacing existing ERP systems. Prior to founding Maxima, he worked in finance for approximately two decades at Rubrik, Citi, and EY, and he is a member of the Wall Street Journal CFO Council. Maxima has raised $41 million from investors including Kleiner Perkins and Redpoint, and counts companies such as Zendesk, Scale AI, and Rippling among its customers.

Founder at Maxima

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In turn, Yogi can intro founders to Maxima's investors below.

Maxima's investors · 2

Kleiner PerkinsMenlo Park · $500K – $15M checksRedpoint VenturesWoodside · $100K – $10M checks

Co-founders at Maxima

ASAkshaya Srivatsa
Akshaya SrivatsaFounder

Founder at Maxima

Intro paths

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In turn, Yogi can intro founders to Maxima's investors below.

Maxima's investors · 4

AudaciousSan Francisco · since 2025FOG VenturesKleiner PerkinsMenlo Park · $500K – $15M checks · since 2025Redpoint VenturesWoodside · $100K – $10M checks · since 2025

Experience

  1. MaximaCo-founder, CEO & CFOcurrent2024 — presentSan Francisco Bay Area
  2. WSJ Leadership InstituteMember, WSJ CFO Councilcurrent2026 — present
  3. Rubrik, Inc.Senior Director, Finance & Accounting2017 — 2024Palo Alto, California, United States
  4. LinkedInGTM @ LinkedIn Sales Solutions2015 — 2017Greater New York City Area
  5. Barclays Investment BankVice President2013 — 2015Greater New York City Area
  6. CitiAssociate, Investment Banking2010 — 2013Greater New York City Area
  7. Ernst & YoungAudit Associate2005 — 2008
  8. FOG VenturesLimited Partner2008San Francisco Bay Area
  9. Mile AutoSeed Investor2008

Skills & more

Financial Modeling68Valuation53Corporate Finance43Investment Banking33Mergers & Acquisitions30Due Diligence17Equities9Business Strategy12Business Development10Finance6Private Equity5Banking4
+12 moreCorporate DevelopmentEconomicsEmerging MarketsCapital MarketsCompetitive AnalysisEquity ResearchLBOVenture CapitalStrategyEnterprise SoftwareManagementAnalysis

Languages English · Hindi

  • Series 79, Series 63 — FINRA

From Yogi's professional profile.

Frequently asked questions

Who is Yogi Goel?
Yogi Goel is co-founder, CEO, and CFO of Maxima, a company developing agentic AI for accounting that aims to provide real-time, SOX-compliant processes without replacing existing ERP systems. Prior to founding Maxima, he worked in finance for approximately two decades at Rubrik, Citi, and EY, and he is a member of the Wall Street Journal CFO Council. Maxima has raised $41 million from investors including Kleiner Perkins and Redpoint, and counts companies such as Zendesk, Scale AI, and Rippling among its customers.
Where does Yogi Goel work?
Yogi Goel is Founder of Maxima.
What companies did Yogi Goel found?
Yogi Goel founded Maxima, Maxima.
Where did Yogi Goel go to school?
Yogi Goel studied at University of Virginia Darden School of Business (MBA, Finance); Stockholm School of Economics (Exchange Program, Economics); College of Business Studies, University of Delhi (Bachelor in Business Studies, Marketing).

Founder mafias

Same school

Shared employers

Also worked at Maxima1

Aditya NaganathPartner at KPCB