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Maxima

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Real-time, audit-ready financial closes powered by AI

San Mateo, United StatesFounded 2024AI
Valuation $100–250M Last recorded · 2025
Headcount 100–500 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Maxima and the history behind them.

About Maxima

Maxima is a San Mateo, California–based startup providing an AI-driven accounting platform that transforms how finance teams handle month-end close, reconciliations, and ledger operations. The platform uses "agentic" AI — specialized autonomous agents — that automatically prepare journal entries, perform reconciliations, run flux analysis, match transactions, and apply company accounting policies. Rather than replacing existing enterprise resource planning (ERP) systems, Maxima operates on top of them. This design lets organizations retain their data infrastructure while offloading the most time-consuming and error-prone parts of accounting. Finance teams log in to a unified control center where most of the heavy lifting is already done — the system delivers pre-prepared, validated, audit-ready data for review and approval. The benefits reported by early customers include dramatically shorter close cycles (up to ~80% faster), significant reductions in manual workload (with claims of ~95% of repetitive tasks automated), and full auditability. Crowdfund Insider As a result, accounting teams can shift focus from routine bookkeeping and reconciliation toward higher-value work, such as analysis, strategy, and financial insights. Maxima was founded by a team combining expertise in accounting, finance, and software engineering. As of late 2025, it remains privately held and backed by leading venture investors, underscoring growing confidence in AI-powered enterprise accounting solutions. In essence, Maxima offers a next-generation “record-to-report” solution: a purpose-built, AI-first layer over legacy finance systems, designed to bring speed, accuracy, scalability, and audit-ready rigor to corporate accounting.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2024
Headquarters
San Mateo, United States
Employees
116
Open positions
20
Dealroom signal
91.3/100
Industry
Enterprise Software
Sector
AI, Accounting, CFO Tech, genAI Applications, AI Agents, out of stealth
Technology
Artificial Intelligence
Business model
SaaS
Client focus
b2b

Funding history

2 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES A✓Equity / VC Nov 2025 $33M $131M Joe Montana · David Eckstein · Eric Borrmann · Kleiner Perkins ↗
SEED✓Equity / VC May 2025 $8.2M $33M Redpoint · Audacious Ventures · Joe Montana · Andres Botero ↗
Showing the latest 2 of 2 recorded eventsBook a demo for the full funding history →

Growth signals

Maxima website traffic

Latest recorded traffic for Maxima is 15K monthly website visits, down 16.7% over the last three months. Maxima's team grew 107.1% over the past year.

Latest monthly visits15K 3-month web change-16.7% 1-year team growth+107.1%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

8 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed8 investors entered at this stage

Team profiled 6 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
2 countries with
team presence
🇺🇸 United States74.4%
🇨🇦 Canada25.6%
2 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Maxima on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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