Finmark
- Company typePrivate
- Founded2020
- HeadquartersRaleigh, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
Finmark firmographics
Firmographics- Name
- Finmark
- Website
- https://finmark.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Finmark industry classification
Industry- Product category
- Startup Financial Planning Software
- akta.pro primary industry
- Transaction Analytics & Cash-Flow Insights (risk signals, forecasting) (FSAGACAG)
- akta.pro secondary industry
- Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI)
Keywords
Where Finmark is headquartered
LocationHeadquarters
- HQ city
- Raleigh
- HQ country
- United States
- HQ region
- North America
Markets served
Finmark business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Finmark operates as a SaaS platform providing equity planning and cap table scenario modeling tools to startups, generating revenue through software subscription fees.
Go-to-market motion1 record
Finmark product offering
Product offeringCore offering
Finmark is a SaaS financial planning platform built for startups, focused on runway management, hiring planning, and cash flow forecasting. The platform also provides equity planning and cap table scenario modeling, with native handling of SAFEs, convertible notes, and dilution events tied to fundraising. It is sold on a subscription basis to startup finance teams that need to forecast equity and cash positions during fundraising rounds.
Product overview
Finmark is a cash flow forecasting tool mentioned in third-party comparison articles as one of several platforms available for financial planning and scenario modeling. The source data does not contain Finmark's own product documentation, feature descriptions, or portfolio details.
Differentiator
Problem solved
Functional benefit
Products and services
- Finmark Platform SaaS financial planning platform for startups that combines runway management, hiring planning, and cash flow forecasting with cap table scenario modeling. Built for startup finance leaders to forecast cap table changes during fundraising and to manage SAFEs, convertible notes, and dilution events.
Companies that use Finmark
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Finmark technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Finmark partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights2 records
Finmark competitors and assessment
Company assessmentEmerging players
- Jirav: Jirav is a cloud-based financial planning and analysis (FP&A) platform offering forecasting, budgeting, and scenario modeling for small and mid-sized businesses. It represents an adjacent competitor in the broader financial planning and scenario modeling category that could overlap with Finmark's runway planning workflows.
- Mosaic.tech: Mosaic is a financial planning and analysis platform for strategic finance teams, offering budgeting, forecasting, and scenario modeling. It serves a similar buyer persona (finance leaders) and overlaps with Finmark on planning and scenario modeling capabilities.
- Fathom: Fathom is a financial analysis and reporting platform that provides visualization, forecasting, and scenario planning for SMBs and their advisors. It is an adjacent competitor in the financial planning and analysis space that shares scenario modeling DNA with Finmark.
Broad incumbents
- BILL: BILL is a public financial operations platform serving SMBs and accounting firms with AP, AR, spend management, and cash flow forecasting. While broader in scope than Finmark, BILL's cash flow forecasting product competes for the same startup and SMB finance leader buyer.
- Carta: Carta is the dominant cap table management platform serving startups and investors, with a much broader product suite including 409A valuations, fund administration, and equity management. It competes with Finmark in the cap table and scenario modeling category but operates at vastly greater scale.
Direct peers
- Pulley: Pulley is a cap table management and equity planning platform purpose-built for startups. It is the most directly comparable competitor to Finmark, offering similar scenario modeling, SAFE/note handling, and dilution forecasting features.
- LTSE Equity: LTSE Equity provides equity management and cap table software for private companies. It is directly comparable to Finmark in serving the startup equity planning use case and is named as a peer in the company's competitive set.
- Pry: Pry is a financial planning platform for startups offering cash flow forecasting and runway modeling. It competes with Finmark on the cash flow and financial planning side of the use case and is named in the company's competitive set.
- Forecastr: Forecastr offers financial modeling and forecasting tools for startups, including runway and cash planning. It overlaps with Finmark's scenario modeling and cash flow forecasting capabilities and is named in the company's competitive set.
- FlowCog: FlowCog provides financial planning and cash flow forecasting software for SaaS and subscription businesses. It is directly comparable to Finmark in serving startups needing runway, hiring, and cash planning, and is named in the company's competitive set.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
Finmark social profiles
Digital presenceFinmark financial estimates
Financial estimateRevenue estimate
Valuation estimate
Finmark leadership team
Management profileNumber of profiles
Profiles1 record
Finmark funding detail
Funding detailFunding overview
Funding rounds3 records
Investors15 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Finmark M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Finmark
What does Finmark do?
Finmark is a SaaS financial planning platform built for startups, focused on runway management, hiring planning, and cash flow forecasting. The platform also provides equity planning and cap table scenario modeling, with native handling of SAFEs, convertible notes, and dilution events tied to fundraising. It is sold on a subscription basis to startup finance teams that need to forecast equity and cash positions during fundraising rounds.
When was Finmark founded?
Finmark was founded in 2020. It employs 1 to 10 people.
Where is Finmark based?
Finmark is headquartered in Raleigh, United States, in the North America region.
How does Finmark make money?
One revenue line is on record: saaS Subscription.
Who are Finmark's main competitors?
Emerging players on record are Jirav, Mosaic.tech and Fathom. Broad incumbents are BILL and Carta. Direct peers are Pulley, LTSE Equity, Pry, Forecastr and FlowCog.
Does Finmark have an API?
No public API is recorded for Finmark.
What industry is Finmark in?
Finmark's product category is Startup Financial Planning Software. Its primary akta.pro industry code is FSAGACAG, Transaction Analytics & Cash-Flow Insights (risk signals, forecasting), with a secondary code of FSAGADAI, Retirement Planning & Long-Term Financial Planning Tools.