Gainvest

What Gainvest does

Gainvest is a Pittsburgh-based, privately held SaaS company (founded 2019, 1–10 employees) that operates the 1065 & K-1 Generator, an AI-assisted cloud platform designed to produce compliant federal partnership tax returns (Form 1065 and Schedule K-1s) for operators of simple SPVs and investment funds. The product ingests customer-provided P&L, Balance Sheet, and Partners spreadsheets, applies structured templates specific to partnership tax compliance, and outputs review-ready PDFs in minutes; an included AI chat assistant supports partners-sheet preparation, allocation checking, and return generation. A validation engine checks allocations, capital, boxes, and flags before optional filing.

The company monetizes via annual per-entity subscriptions across three tiers: Bronze at $250 (self-serve PDF generation and chat help), Silver at $900 (adds federal filing by Gainvest), and Gold at $1,200 (adds Excel preprocessing and white-glove handoff). State filings and complex cases are excluded from standard pricing and reviewed separately. The go-to-market is product-led growth through the gainvest.ai website with self-serve login, quickstart documentation, and email support, targeting fund managers, SPV operators, and (secondarily) fund administrators managing multiple entities. Operating geographies disclosed are Pennsylvania and Mississippi, with $100,000 in non-dilutive capital received from Google's Black Founders Fund 3 in September 2022 as the sole disclosed funding event; founder and CEO Nashid Ali leads the company.

Name

Gainvest

Legal name

Gainvest

Website

https://gainvest.co

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Gainvest is a Pittsburgh-based SaaS company offering an AI-assisted 1065 & K-1 Generator that produces compliant federal partnership tax returns for SPV and fund operators via a tiered annual subscription starting at $250 per entity.

Ownership category

akta.pro rank

Headquarters

HQ city

Pittsburgh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales

Revenue model

1. SaaS Subscription - Bronze Tier: Annual subscription providing access to the 1065 & K-1 generator with PDF generation for review and chat help. No filing service included.
2. SaaS Subscription - Silver Tier: Annual subscription including Bronze features plus Gainvest files the 1065 & K-1s on behalf of the customer with filing support and confirmations.
3. SaaS Subscription - Gold Tier: Annual subscription including Silver features plus data preprocessing where Gainvest prepares Excel inputs (P&L, Balance, Partners) with white-glove handoff and review.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Gainvest provides an AI-powered SaaS platform that generates compliant federal partnership tax returns (Form 1065 and Schedule K-1s) for SPVs and small funds. Customers upload P&L, Balance, and Partners sheet inputs, generate review-ready PDFs in minutes, validate allocations and compliance flags, and optionally have Gainvest file the returns (Silver/Gold) or prepare the Excel inputs on their behalf (Gold).

Product overview

Gainvest offers a single unified product — the 1065 & K-1 Generator — which is a cloud-based tax document generation platform for partnership returns. The platform provides three service tiers (Bronze, Silver, and Gold) that build upon each other: Bronze provides document generation and AI chat assistance; Silver adds federal filing services by Gainvest; Gold further adds Excel input preprocessing (P&L, Balance, Partners sheet preparation) and white-glove review handoff. All tiers include the core PDF generation engine and validation features for allocations, capital, boxes, and flags.

Differentiator

Problem solved

Functional benefit

Products and services

• 1065 & K-1 Generator An AI-powered SaaS platform that generates compliant federal partnership returns (Form 1065 plus K-1s) for operators of simple SPVs and funds. Users upload financial inputs (P&L, Balance, Partners sheet), generate review-ready PDFs in minutes, validate allocations/capital/boxes/flags via an AI-assisted workflow, and optionally add federal filing (Silver/Gold) or Excel preprocessing (Gold) services. State filings are handled separately and complex cases are reviewed separately.

Quantifiable outcome

• Generate 1065 and K-1 PDFs in minutes

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Column Tax: Column Tax is an AI-powered tax filing platform purpose-built for pass-through entities and partnerships. Most directly comparable to Gainvest given shared focus on partnership returns, K-1 generation, and modern AI-driven UX for fund/SPV operators.
• Pilot: Pilot provides outsourced bookkeeping, tax, and CFO services to startups, venture funds, and SPVs. Strong comparable given its fund/SPV customer base and bundled tax preparation offering — overlapping with Gainvest's Gold tier service positioning.

Broad incumbents

• TurboTax Business (Intuit): Intuit's TurboTax Business line handles partnership Form 1065 and K-1s among many entity types. It is a much broader incumbent that overlaps with Gainvest on partnership returns but does not specialize in SPVs/funds.
• TaxAct: TaxAct offers Form 1065 preparation for partnerships and is widely used by small tax practitioners. It competes in the same partnership-return category but as a generalist tax preparation product.
• Drake Software: Drake Software is a long-standing professional tax preparation suite covering 1065, K-1s, and many other forms. It targets tax practitioners who prepare partnership returns — overlapping with Gainvest's downstream filing service tier.
• Bench (by Employer.com): Bench combines bookkeeping with year-end tax preparation for small businesses and partnerships. Comparable as a bundled bookkeeping-plus-tax service that can absorb partnership return work, though broader in scope than Gainvest.

Emerging players

• Botkeeper: Botkeeper uses AI and automation to deliver bookkeeping and tax-ready outputs to accounting firms and small businesses. Comparable as an AI-first accounting workflow that produces tax form inputs — adjacent to Gainvest's preprocessing and validation engine.
• Taxfyle: Taxfyle is a marketplace connecting taxpayers with CPAs for tax filing. It overlaps with Gainvest's Silver/Gold tiers where Gainvest files on behalf of the customer, though via in-house staff rather than a network of pros.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gainvest