Subset
- Company typePrivate
- Founded2019
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
Subset firmographics
Firmographics- Name
- Subset
- Legal name
- Subset Labs, Inc.
- Website
- https://subset.so
- Company type
- Private
- Founded year
- 2019
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Subset industry classification
Industry- Product category
- Spreadsheet Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Intelligent Document Processing (IDP) & OCR Automation (HDAEAHAC)
- akta.pro secondary industry
- Data Pipelines for GenAI (Curation, Filtering, Deduplication, Copyright) (HDAAACAJ)
Keywords
Where Subset is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Subset business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Spreadsheet Software: AI-powered spreadsheet software with free tier and premium features for finance professionals. The primary product is offered as a free trial with potential paid tiers for advanced features.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free trial available |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Subset product offering
Product offeringCore offering
Subset is an AI-powered spreadsheet editor built for finance professionals. It enables users to generate P&L statements from PDFs, build DCF models, update returns analyses, and edit spreadsheets via natural language chat instructions. The product is delivered as a web application, an AI chat editor at chat.subset.so, and a native macOS desktop application with offline support and multiplayer collaboration.
Product overview
Subset offers an AI-powered spreadsheet ecosystem comprising the core Subset Spreadsheet editor, a web-based AI Chat editor for natural language spreadsheet building and editing, and a native macOS Desktop application. The product line also includes a library of free downloadable templates for financial and personal finance use cases. Built over 4 years with a Rust-based spreadsheet engine, Subset positions itself as a modern alternative to Excel and Google Sheets with AI-first capabilities, local-first design, multiplayer collaboration, and offline support. The company was acquired by Rogo in September 2025.
Differentiator
Problem solved
Functional benefit
Products and services
- Subset Spreadsheet An AI-powered spreadsheet editor designed for finance professionals. Supports generation of P&L statements from PDFs, DCF modeling, and returns model updates via natural language instructions. Includes multiplayer collaboration, real formulas (not static values), and compatibility with CSV and XLSX formats.
- Subset Desktop App A multiplayer, offline-ready native macOS desktop spreadsheet application with keyboard shortcuts, command menu (Cmd+K), and local file support (CSV, XLSX). Built on Tauri with a Rust-based engine for performance and cross-platform expansion to Windows and Linux.
Quantifiable outcome
- CIM summarization: reduced from 1-2 hours to 5 minutes
- +4 more outcomes
Companies that use Subset
Customer profileSegments3 records
Ideal customer profiles2 records
Subset technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature6 records
Subset partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Rogo TechnologiescoreSubset was acquired by Rogo Technologies in September 2025. The acquisition was intended to strengthen Rogo's spreadsheet agent capabilities and position Rogo as a foundational operating layer for finance rather than a point solution. Rogo is an AI startup founded in 2021 by former junior bankers, focused on automating spreadsheet, research, and presentation work for Wall Street analysts. Subset's technology was integrated into Rogo's financial modeling platform to automate complex tasks, reduce errors, and speed up deal cycles.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Subset competitors and assessment
Company assessmentBroad incumbents
- Microsoft Excel: The entrenched default spreadsheet used across banking, PE and corporate finance. Subset explicitly positions itself as a modern, AI-native alternative with deeper PDF/DCF/returns-model workflows, so Excel is the primary incumbent being displaced.
- Google Sheets: Browser-based collaborative spreadsheet with built-in Gemini AI features. Directly competes with Subset on collaboration and AI-driven spreadsheet creation, and is part of the same comparison content Subset publishes against.
- Notion: Canvas-style productivity suite with databases, tables and AI features. Comparable on the 'endless canvas + structured data + collaboration' framing rather than the spreadsheet engine itself.
- AlphaSense: Enterprise search and research platform for finance professionals; relevant peer because both target Wall Street analyst workflows around CIMs, transcripts and financial data, with AI-driven extraction and summarization.
Direct peers
- Rogo: AI platform for Wall Street analysts automating spreadsheet, research and presentation work; Subset's acquirer since September 2025 and the clearest strategic peer because Subset's technology now powers Rogo's spreadsheet agent capabilities.
- Coda: Canvas-style collaborative document that blends docs, tables and spreadsheets — the closest conceptual parallel to Subset's 'spreadsheet on an endless canvas' positioning with AI-powered building blocks.
- Airtable: Spreadsheet/database hybrid on a flexible canvas with collaboration and AI features. Competes for the same 'modern spreadsheet alternative' share-of-wallet, especially among ops and finance-adjacent teams.
- Rows.com: Modern collaborative spreadsheet with built-in AI, data import and template marketplace for marketing/finance workflows — a direct PLG competitor in the 'AI-native spreadsheet' category.
Emerging players
- Hebbia: AI knowledge worker for finance and professional services that ingests large documents and surfaces answers — overlaps with Subset's PDF-to-P&L and CIM-summarization capabilities at the financial-document workflow layer.
- Tome: AI-powered presentation/deck builder; adjacent rather than direct, but competes for the same Wall Street productivity wallet alongside Subset's pitchbook/CIM-related workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Subset social profiles
Digital presenceSubset financial estimates
Financial estimateRevenue estimate
Valuation estimate
Subset leadership team
Management profileNumber of profiles
Profiles2 records
Subset funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Subset 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 Subset
What does Subset do?
Subset is an AI-powered spreadsheet editor built for finance professionals. It enables users to generate P&L statements from PDFs, build DCF models, update returns analyses, and edit spreadsheets via natural language chat instructions. The product is delivered as a web application, an AI chat editor at chat.subset.so, and a native macOS desktop application with offline support and multiplayer collaboration.
Is Subset a public or private company?
Subset is a private company. It is classified as corporate owned and is currently acquired.
When was Subset founded?
Subset was founded in 2019. It employs 1 to 10 people.
Where is Subset based?
Subset is headquartered in San Francisco, United States, in the North America region.
How does Subset make money?
One revenue line is on record: spreadsheet Software.
Who are Subset's main competitors?
Broad incumbents on record are Microsoft Excel, Google Sheets, Notion and AlphaSense. Direct peers are Rogo, Coda, Airtable and Rows.com. Emerging players are Hebbia and Tome.
Does Subset have an API?
No public API is recorded for Subset.
What industry is Subset in?
Subset's product category is Spreadsheet Software. Its primary akta.pro industry code is HDAEAHAC, Intelligent Document Processing (IDP) & OCR Automation, with a secondary code of HDAAACAJ, Data Pipelines for GenAI (Curation, Filtering, Deduplication, Copyright). Its NAICS code is 5182 and its SIC code is 7372.