Mosaic.tech

What Mosaic.tech does

Mosaic.tech (doing business as Mosaic) is a private, venture-backed SaaS company founded in 2019 and headquartered in San Diego that operates a strategic finance platform for high-growth companies. The platform provides real-time financial analytics, budgeting, forecasting, and financial planning capabilities designed to give finance teams strategic visibility beyond spreadsheet-based workflows, and is positioned within the Corporate Performance Management (CPM) category for the startup and mid-market segment. Core technology combines connected financial models, real-time data ingestion, and reporting tooling; performance and speed of real-time analytics are explicitly cited as differentiators. The company monetizes through a SaaS subscription model via a sales-led direct sales motion targeting mid-market high-growth companies, supplemented by content-led mid-funnel activity on review platforms such as G2.

Mosaic has raised approximately $71.9 million across five disclosed rounds from 2019 through 2023, with a $26 million Series C in June 2023 led by OMERS Ventures and a $25 million Series B in March 2022 led by Founders Fund; prior rounds were led by General Catalyst, Village Global, and Goldcrest Capital. The company is led by co-founders Bijan Moallemi (CEO), Joe Garafalo (COO), and Brian Campbell, and operates with 51–100 employees. The organization has no disclosed subsidiaries, no public listing, no M&A activity, no patents or trademarks, and no regulatory actions in the source data.

Name

Mosaic.tech

Website

https://mosaic.tech

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

Mosaic.tech is a SaaS strategic finance platform that provides real-time financial analytics, budgeting, and forecasting for mid-market high-growth companies. Headquartered in San Diego and venture-backed, it sells via a direct sales motion as a CPM solution purpose-built for fast-growing finance teams.

Ownership category

akta.pro rank

Product category

Financial Planning & Analysis (FP&A) Software

NAICS

Software Publishers (51321), Software Publishers (513210)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)

akta.pro secondary industry

Data Platform (Unified Data & Analytics) Suites (HDAEABAD)

Keywords

• Strategic finance platform
• Financial planning analysis
• Real-time analytics
• Corporate performance management
• FP&A software

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Marketing or Sales, Personnel

Revenue model

1. SaaS Subscription: Strategic finance platform provided as a subscription service to high-growth companies

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Mosaic.tech offers a unified strategic finance platform that delivers real-time financial analytics, planning, and forecasting capabilities for high-growth companies. The platform combines financial planning, analysis, and strategic visibility features into one cohesive SaaS offering, enabling finance teams to move beyond spreadsheets and gain a real-time view of company performance.

Product overview

Mosaic.tech offers a single, unified strategic finance platform that delivers real-time financial analytics and planning capabilities for high-growth companies. The platform combines financial planning, forecasting, and analysis features into one cohesive offering, enabling finance teams to move beyond spreadsheets and gain strategic visibility into company performance.

Differentiator

Problem solved

Functional benefit

Named customers1 record

Segments1 record

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Cube Software: Cube is an FP&A platform that integrates with Excel/Google Sheets and provides planning, forecasting, and reporting for high-growth and mid-market companies. It competes head-to-head with Mosaic in the same strategic-finance-for-growth segment and shares the SaaS subscription model.
• Vena Solutions: Vena is a CPM/FP&A platform built on Excel-native workflows with budgeting, forecasting, and reporting for mid-market companies. It is a direct competitor in the same CPM-for-growth category, with comparable GTM targeting finance leaders.
• Pigment: Pigment is a cloud-native FP&A and business planning platform targeting high-growth, mid-market, and enterprise companies. It is the closest direct competitor to Mosaic, offering real-time planning, scenario modeling, and a SaaS delivery model aimed at replacing spreadsheet-based finance workflows.

Broad incumbents

• Jedox: Jedox is an enterprise performance management (EPM) platform offering budgeting, planning, and analytics for mid-market and large organizations. It overlaps with Mosaic on planning and analytics capabilities and represents a broader, more established alternative.
• Workday Adaptive Planning: Workday Adaptive Planning is the enterprise-grade CPM/FP&A suite from Workday, serving mid-market and large enterprises with planning, modeling, and reporting integrated into the broader Workday HCM/ERP suite. It is the dominant broad incumbent Mosaic competes against at the upper end of its customer base.
• Prophix: Prophix is a CPM platform providing budgeting, forecasting, and financial consolidation for mid-market organizations. It is a comparable incumbent in the FP&A category, often competing with Mosaic for the same mid-market finance leader buyer.
• Anaplan: Anaplan is a leading enterprise connected planning platform spanning finance, sales, and supply chain use cases. It is a broad incumbent competing with Mosaic in the FP&A and strategic planning category, particularly as customers mature and require enterprise-grade capabilities.

Emerging players

• Drivetrain: Drivetrain is an AI-native FP&A and strategic finance platform targeting venture-backed and high-growth companies. It overlaps with Mosaic on real-time analytics, scenario planning, and SaaS delivery, and is an emerging category peer.
• Finmark: Finmark is a financial planning and analysis platform built specifically for startups and high-growth companies. It targets the same high-growth finance-team segment as Mosaic with real-time metrics, runway tracking, and collaborative planning.
• Abacum: Abacum is a modern FP&A and business planning platform aimed at mid-market and high-growth finance teams. It is an emerging competitor to Mosaic, with overlapping positioning on real-time planning, driver-based modeling, and collaborative budgeting.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• Xx.com/mosaictech1

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds5 records

Investors12 records

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 Mosaic.tech