Bobbee Acquisition, Valuation, Funding & Investors

Digits is a fintech company building accounting and business finance software for accountants, CPAs, and finance professionals. Its proprietary Living Model uses machine learning to understand a business's finances in real time, analyzing customers, suppliers, bank accounts, employees, and the transactions between them at an object level. Products such as Digits Reports and its Report Builder sit on top of existing accounting platforms like QuickBooks, giving accounting firms real-time financial reporting they can activate across their client portfolios in a few clicks.

Fi.Money is a neobanking app offering an integrated savings account and VISA debit card in partnership with Federal Bank, licensed by the Reserve Bank of India. The platform enables users to track spending, automate savings, invest in mutual funds, and manage insurance through its mobile interface. Launched in India, Fi.Money processes transactions via UPI and provides tools for budgeting, credit scores, and family accounts, serving millions of users with FDIC-equivalent insurance up to specified limits.

Smart is a London-headquartered digital pensions platform offering workplace pension schemes and custom software for retirement savings. It manages auto-enrolment programs, master trusts, and international pension administration through cloud-based tools that handle contributions, investments, and compliance for employers worldwide.

Datarails is an AI-native financial platform built for the CFO's office, unifying FP&A, month-end close, cash management, and spend control while preserving Excel-native workflows for finance teams. The company, founded in 2015, lets small and medium-sized businesses consolidate financial data and run analysis in the cloud without abandoning the spreadsheets most finance professionals already rely on. Datarails has since added AI finance agents that generate board-ready strategy, planning, and reporting outputs from data spread across ERP, CRM, HRIS, and Excel sources.

Teamshares Inc is a tech-enabled company that acquires and operates small and medium-sized businesses. It uses a software platform to support activities across the acquisition lifecycle, including sourcing, evaluation, and transaction execution. After acquisition, the platform is used to integrate financial and operational data and to monitor performance across its portfolio companies. The company has two reportable segments: Small Business Acquisitions and Real Estate. The majority of revenue is derived from the Small Business Acquisitions, which includes all of the Operating Subsidiaries owned by the company.

Khatabook is a Bengaluru-headquartered SaaS platform digitizing accounting for micro, small, and medium enterprises in India. Launched in 2018, it supports ledger management, payments, and invoicing in 11 Indian languages through its Android app used by merchants nationwide. The platform received the Best Innovative Mobile App award at India Digital Awards in 2020.

Virtuous Software is a Phoenix-based provider of fundraising and donor management software for nonprofits, founded in 2014. Its cloud platform combines CRM, marketing automation, payments, and donor engagement analytics to help nonprofit organizations build donor relationships and grow giving. Virtuous serves mid-market to enterprise nonprofits across North America, with expanding operations in Europe, Asia, and Australia.

RevenueCat is a San Francisco-headquartered subscription management platform for mobile app developers monetizing via in-app purchases. The service handles product catalogs, user entitlements, receipt validation, and analytics across iOS, Android, and web. RevenueCat powers apps like Notion and ClassDojo, offering paywall A/B testing and integrations with Stripe and Amplitude.

Spenmo is a Singapore-headquartered expense management platform that equips finance teams with policy enforcement, approval workflows, and real-time spend visibility for corporate cards and reimbursements. The system prevents overspending through predefined budgets and multi-level approvals, integrates with payment gateways like Stripe and accounting tools such as Xero, and delivers analytics dashboards for outflow monitoring. Spenmo serves businesses in Asia-Pacific with mobile receipt capture and automated categorization.

INDmoney is an Indian mobile application for investing in U.S. stocks, mutual funds, and digital savings accounts. Its Super Saver feature provides high-interest banking options, helping users manage portfolios and plan finances through a seamless app interface.

Deskera is a cloud-based ERP suite designed for small and medium enterprises, encompassing modules for financial accounting, customer relationship management, inventory control, project management, and human resources. Singapore-headquartered, Deskera serves over 10,000 businesses across Asia-Pacific, Middle East, and North America with its SaaS platform. Key features include automated invoicing, multi-currency support, and real-time reporting dashboards. The company integrates with payment gateways like Stripe and PayPal, facilitating seamless e-commerce operations. Established in 2008, Deskera emphasizes mobile accessibility for on-the-go management.

ClearTax is a Bangalore-based fintech platform for income tax filing, GST compliance, and mutual fund investments serving over 20 million users in India. It offers e-filing for ITR-1 to ITR-7 forms, automated deductions under sections 80C and 80D, and API integrations for CAs. Backed by Sequoia and Y Combinator since 2014, ClearTax processes billions in tax refunds annually through partnerships with banks like HDFC.

Omie is a São Paulo-headquartered SaaS provider of cloud ERP and financial management software for Brazilian SMEs. The platform integrates accounting, invoicing, payroll, and CRM features tailored for entrepreneurs and accountants. Through its ecosystem of certified consultants, Omie facilitates sales and implementation nationwide. Founded in 2013, it processes transactions compliant with Brazilian tax regulations like NF-e and eSocial.

Miroku Jyoho Service Co Ltd offers systems, solutions, and services to accounting firms and their client companies, small and mid-sized companies and data-compatible financial accounting systems. The firm's products include software applications, hardware, and supplies. Its services include tax service, account processing service, management guidance service, IT support and provision of management information services and installation and software and hardware support services etc.

Baiwang Co Ltd is an enterprise digitalization solutions provider in China, focusing on offering cloud-based SaaS solutions and on-premises solutions for financial and tax digitalization solutions, data-driven analytics services as well as other enterprise through Baiwang Cloud platform. It process a variety of transaction documents, including among others, invoices, receipts, bills, and other accounting records, that accurately reflect key business transactions of enterprises. The company derives all of its revenue from the PRC.

McMillan Shakespeare is a provider of salary packaging, novated leasing, disability plan management and support co-ordination, and fleet management services. It actively works to cross-sell its products to clients, for example, selling its salary packaging services to its fleet management customers in Australia and New Zealand. McMillan dominates Australia’s salary packaging market together with Smartgroup (also covered by Morningstar), and is also a large provider of novated leasing services by volumes—together with Smartgroup and SG Fleet. The group has three operating segments: group remuneration services, asset management services, and plan and support services. Most of the group’s revenue is generated from the group remuneration services segment.