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Puzzle Financial

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Empowers founders and finance teams to grow and spend smarter

San Francisco, United StatesFounded 2019Fintech
Valuation $100–250M Last recorded · 2023
Revenue $1–10M Latest reported FY
Headcount <100 Current team size
Total funding $50–100M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Puzzle Financial and the history behind them.

About Puzzle Financial

Puzzle.io is a financial technology startup that provides a modern, automated solution for financial management and accounting. This platform is designed to serve startups and early-stage companies, offering them a comprehensive suite of financial tools and services. It operates in the financial technology market, specifically in the accounting and financial management software sector.

Puzzle.io's business model is based on providing a software-as-a-service (SaaS) platform. It offers a free trial to get started, with subsequent pricing based on the level of service and features required by the client. The platform generates revenue through subscription fees from its users.

The platform's key features include real-time financial statements, key metrics, and effortless revenue recognition. It uses artificial intelligence (AI) for accuracy and automation, providing users with a guided experience. It also offers a one-click tax package, making tax preparation easier and more efficient. The platform is designed to save time and money, with testimonials indicating significant savings in both areas.

Puzzle.io also offers integration with other financial platforms, such as Stripe and Brex, for seamless financial management. It has a network of experienced tax experts to assist users, and its spotlight tool highlights changes in financial data for easy tracking and analysis.

In summary, Puzzle.io is a financial management platform for startups, offering automated, real-time financial services and expert tax assistance. It operates on a SaaS model, generating revenue through user subscriptions.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2019
Headquarters
San Francisco, United States
Employees
94
Open positions
None listed
Dealroom signal
82.5/100
Industry
Fintech
Sub-industry
Financial Management Solutions
Sector
Fintech, Accounting, Core AI, Generative AI, CFO Tech, genAI Applications, AI Applications
Technology
Artificial Intelligence
Business model
SaaS
Client focus
b2b

Funding history

4 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
LATE VCOther financing Nov 2023 $30M $120M General Catalyst · Felicis · Soma Capital · Born Capital ↗
SERIES AOther financing Feb 2023 $15M $60M Ross Fubini · FOG Ventures · Hemant Taneja ↗
Showing the latest 2 of 4 recorded eventsBook a demo for the full funding history →

Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowth
2026
2025
2024
2023
2022
2021
2020 —
Company filings, research estimates and Dealroom dataBook a demo for the full financial model →

Growth signals

Puzzle Financial website traffic

Latest recorded traffic for Puzzle Financial is 77K monthly website visits, down 3.7% over the last three months. Puzzle Financial's team grew 10.6% over the past year.

Latest monthly visits77K 3-month web change-3.7% 1-year team growth+10.6%
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

12 investors on the cap table

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

Seed1 investor entered at this stage

  • FOG Ventures

Series A2 investors entered at this stage

  • Ross Fubini
  • Hemant Taneja

Series B and later9 investors entered at this stage

Team profiled 20 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 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
🇺🇸 United States · San Francisco HQ
Book a demo for the full country breakdown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Puzzle Financial 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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