Facta
Facta is a San Francisco-based SaaS financial data management platform offering a no-code data warehouse, Excel/Google Sheets integration, and bundled bookkeeping services for subscription businesses, investors, founders, and finance leaders.
- Company typePrivate
- Founded2019
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Facta does
Facta, Inc. is a Delaware-incorporated, San Francisco-based private software and professional services company founded in 2019 that builds a no-code financial data management platform aimed at subscription-based (SaaS) businesses and the investors who fund them. Its core product, Facta Insights, is a web-based application that lets users aggregate disparate revenue, expense, and customer data sources into an automated financial data warehouse, define custom SaaS metrics (ARR, MRR, CAC, churn, cohort, NRR) using Excel-like formulas with database integrity, and push results into Excel or Google Sheets via custom Facta functions and reverse-ETL tooling. The platform supports multi-revenue-type analysis (subscription, usage-based, one-time), customer segmentation, and account mapping back to underlying accounting software.
Facta monetizes through a hybrid model: a free Starter tier enabling self-serve SaaS metric generation, quote-based paid software seats, and Facta Pro — a professional services line offering enterprise-quality bookkeeping, due-diligence preparation for fundraising rounds, treasury management, and revenue operations support. Its go-to-market is similarly hybrid, combining consultative enterprise sales (demo requests, free consultations) with product-led self-serve onboarding. The company positions itself across four primary buyer personas — finance leaders (CFOs, heads of finance), PE/VC investors managing portfolio reporting, founders and CEOs preparing for fundraising, and financial advisors — with named customers including Ramp, AppOmni, Entrata, eVideon, Siro, smith.ai, Lumanu, Salsa, and others. Facta's team is led by founder and CEO David Ingraham; the company remains privately held with a single documented (undisclosed) seed round in August 2021 and headcount of 1–10.
Facta firmographics
Firmographics- Name
- Facta
- Legal name
- Facta, Inc.
- Website
- https://facta.io
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Facta is a San Francisco-based SaaS financial data management platform offering a no-code data warehouse, Excel/Google Sheets integration, and bundled bookkeeping services for subscription businesses, investors, founders, and finance leaders.
- Ownership category
- akta.pro rank
Facta industry classification
Industry- Product category
- Financial Data Management Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374), Finance Services (6199)
- akta.pro primary industry
- Metadata, Catalog & Semantic Layer for Data Platforms (HDAEABAJ)
- akta.pro secondary industry
- Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data) (FSAAAMAL)
Keywords
Where Facta is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Facta business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Facta Insights Software Subscription: SaaS software platform providing financial data management, SaaS metrics tracking, and reporting capabilities. Accessed via web browser with subscription pricing.
- SaaS Financial Services (Pro): Full-service accounting and bookkeeping services including due-diligence preparation, Series 'X' ready financials, bookkeeping (5X faster monthly close), treasury management, and revenue operations support.
- Facta Pro (Bookkeeping): Enterprise-quality bookkeeping and business accounting services combining CPA professional knowledge with SaaS technological experience.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Starter (Free) plan with core SaaS metrics capabilities |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Facta product offering
Product offeringCore offering
Facta operates Facta Insights, a no-code cloud-based financial data warehouse and SaaS metrics platform that unifies subscription revenue, expense, and customer data and exposes it through Excel/Google Sheets-compatible functions and reverse ETL tooling. It complements the software with Facta Pro, a professional services line providing CPA-led bookkeeping, due-diligence and audit preparation, treasury management, and revenue operations support for SaaS companies. The platform is sold to finance leaders, investors, founders, and advisors managing subscription-based businesses.
Product overview
Facta offers a financial data management platform combining SaaS metrics software (Facta Insights) with professional accounting services (Facta Pro). The core Insights product unifies disparate data sources into a financial data warehouse, while Pro services provide enterprise-quality bookkeeping, due-diligence preparation, treasury management, and revenue operations support. The platform also includes vertical-specific solutions for investors (portfolio data management), finance leaders (strategic finance operations), and founders (fundraising and investor reporting).
Differentiator
Problem solved
Functional benefit
Brands
- Facta Insights: Subscription Revenue & SaaS Metric Software - SaaS metrics dashboard for financial data management, customer segmentation, and FP&A tools integration.
- Facta Pro
Products and services
- Facta Insights Cloud-based SaaS metrics and financial data management software that unifies disparate data sources into a no-code financial data warehouse, delivering real-time SaaS metrics (ARR, MRR, CAC, churn, NRR, cohort analysis), customer segmentation, and Excel/Google Sheets integration via custom Facta functions and reverse ETL for subscription businesses.
- Facta Pro (SaaS Financial Services) Full-service accounting and financial operations support for SaaS companies combining CPA professional knowledge with SaaS technology experience, including bookkeeping (5X faster monthly close), due-diligence and audit preparation for Series X rounds, treasury management, and revenue operations support delivered with a designated single point of contact.
- Due-Diligence & Audit Preparation Services Financial audit and due-diligence preparation service designed to produce 'Series X ready' financials, helping SaaS companies pass audits and complete fundraising due diligence without issues.
- Treasury Management Cash management and risk mitigation service that helps SaaS companies grow cash reserves while managing financial exposure, delivered as part of Facta's professional services practice.
- Revenue Operations Service Rev Ops service that streamlines order-to-pay operations and automates revenue operations workflows, providing SaaS companies a single system of truth for financial data.
Quantifiable outcome
- 5X faster monthly close (from typical timeline to under 10 days)
- +4 more outcomes
Companies that use Facta
Customer profileNamed customers14 records
Segments4 records
Ideal customer profiles4 records
Facta technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature8 records
Facta partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Facta competitors and assessment
Company assessmentDirect peers
- Mosaic: Strategic finance and SaaS FP&A platform for venture-backed and PE-backed companies. Directly comparable to Facta Insights on SaaS metrics, ARR/MRR tracking, and investor-ready reporting for the same buyer (finance leaders, founders, investors).
- Drivetrain: AI-native FP&A and strategic finance platform purpose-built for SaaS and subscription businesses. Comparable to Facta on SaaS metrics automation, budgeting, and scenario modeling, with a similar go-to-market focused on finance leaders at venture-backed companies.
- Pilot: Outsourced bookkeeping, accounting, and CFO services specifically for startups and SaaS companies. Directly mirrors Facta Pro's bookkeeping, audit prep, and revenue operations offerings, with comparable customer profile (venture-backed SaaS, founders, finance leaders).
- Maxio: SaaS billing, subscription management, and financial metrics platform (formerly Chargify + SaaSOptics). Overlaps with Facta Insights on SaaS metrics, ARR/MRR/churn analytics, and investor reporting for subscription businesses.
- Baremetrics: SaaS metrics dashboard focused on MRR, ARR, churn, LTV, and customer analytics for subscription businesses. Comparable to Facta Insights on SaaS-specific KPI tracking and founder/operator dashboards.
- ChartMogul: Subscription analytics platform that pulls data from billing systems to surface SaaS metrics (ARR, MRR, churn, cohorts). Comparable to Facta Insights on subscription analytics and investor-ready SaaS reporting.
Broad incumbents
- Pigment: Enterprise-grade business planning and FP&A platform used by larger companies. Overlaps with Facta's financial reporting, scenario modeling, and forecasting capabilities, but serves a broader enterprise market well beyond SaaS.
- Cube: FP&A software that connects to Excel/Google Sheets and source systems for planning and reporting. Highly comparable to Facta's Excel-native experience and reverse-ETL approach, but operates across industries rather than specializing in SaaS.
Emerging players
- Numeric: AI-powered close management and accounting automation platform for startups and mid-market. Overlaps with Facta Pro on faster month-end close, reconciliations, and audit-readiness for SaaS finance teams.
- Finmark: Financial planning and benchmarking platform built for SaaS companies, offering cash forecasting, runway modeling, and investor reporting. Comparable to Facta's strategic finance and investor-focused capabilities for early-to-mid-stage SaaS.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Facta social profiles
Digital presenceFacta financial estimates
Financial estimateRevenue estimate
Valuation estimate
Facta leadership team
Management profileNumber of profiles
Profiles1 record
Facta funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Facta 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 Facta
What does Facta do?
Facta operates Facta Insights, a no-code cloud-based financial data warehouse and SaaS metrics platform that unifies subscription revenue, expense, and customer data and exposes it through Excel/Google Sheets-compatible functions and reverse ETL tooling. It complements the software with Facta Pro, a professional services line providing CPA-led bookkeeping, due-diligence and audit preparation, treasury management, and revenue operations support for SaaS companies. The platform is sold to finance leaders, investors, founders, and advisors managing subscription-based businesses.
Is Facta a public or private company?
Facta is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Facta founded?
Facta was founded in 2019. It employs 1 to 10 people.
Where is Facta based?
Facta is headquartered in San Francisco, United States, in the North America region.
How does Facta make money?
Three revenue lines are on record. Facta Insights Software Subscription is the primary driver. The others are saaS Financial Services (Pro) and facta Pro (Bookkeeping).
Who are Facta's main competitors?
Direct peers on record are Mosaic, Drivetrain, Pilot, Maxio, Baremetrics and ChartMogul. Broad incumbents are Pigment and Cube. Emerging players are Numeric and Finmark.
Does Facta have an API?
No public API is recorded for Facta.
What industry is Facta in?
Facta's product category is Financial Data Management Software. Its primary akta.pro industry code is HDAEABAJ, Metadata, Catalog & Semantic Layer for Data Platforms, with a secondary code of FSAAAMAL, Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data). Its NAICS code is 518210 and its SIC code is 7370.