Moss Valuation, Funding & Investors

London-headquartered Tide is a business banking platform offering current accounts, invoicing tools, expense tracking, payroll processing, and integrations with accounting software like Xero and QuickBooks. The service supports company registration, virtual and physical Mastercard debit cards, savings pots with interest, and access to loans via partnerships with lenders such as iwoca. Tide serves over 500,000 businesses across the UK with features including real-time payments, automated VAT reconciliation, and fraud monitoring.

Jeeves is a New York-headquartered global financial platform providing corporate cards, bill payments, expense management, and AI-driven accounting automation. Launched in 2019, it supports businesses in Brazil, Colombia, North America, and EMEA with tools for multi-currency transactions, serving clients like H&M, Burger King, and Nubank.

Basis is a San Francisco-based developer of AI agents that automate accounting workflows for finance professionals. The agents connect to ERP systems like QuickBooks and NetSuite, handling tasks such as reconciliation, invoicing, and reporting while adapting to firm-specific processes in audit and tax services.

Spendesk is a spend management platform providing virtual cards, expense automation, and full visibility for finance teams. Founded in 2016 and Paris-headquartered, it serves thousands of businesses including Algolia, Soundcloud, Curve, Doctolib, Gousto, Raisin, Sezane, and Wefox. Spendesk powers CFO Connect, a global community exceeding 7,000 finance leaders, through spendesk.com across Europe.

Enable is a SaaS platform for rebate management helping distributors, manufacturers, and retailers calculate, plan, and accrue B2B deals. The software automates incentive programs to drive profitable growth through collaborative trading partner portals. Founded in 2016 and headquartered in San Francisco, California, Enable integrates with ERP systems for precise rebate tracking across retail supply chains.

Moneyview is an Indian fintech app that tracks expenses, manages bills, and analyzes finances by parsing SMS data from banks and merchants. Bengaluru-headquartered since 2014, the company serves over 50 million users with personal loans up to INR 10 lakh, credit cards, and investment options in fixed deposits. It partners with NBFCs like Bajaj Finserv for instant lending decisions using AI credit scoring. Moneyview operates in 30+ cities, offering gold loans and UPI payments, and has raised funding from Tiger Global to expand its digital lending marketplace.

Juniper Square is a San Francisco-headquartered software platform for private market fund managers providing investor portals, CRM, automated accounting, and compliance tools. It streamlines fundraising through digital subscription documents, wire tracking, and performance reporting for real estate, private equity, and venture funds. The company serves over 1,000 firms managing $3 trillion in assets with AI-powered insights and mobile access for investor relations.

Deluxe Corp is principally a payments and data company. Its reportable segments are: Merchant Services, B2B Payments, Data Solutions, and Print. Maximum revenue is derived from its Print segment, which provides printed personal and business checks, business essentials, as well as branded promotional, print, apparel, and digital storefront solutions. The Merchant Services segment provides electronic credit and debit card authorization, payment systems, and processing services. The B2B segment offers treasury management solutions, integrated accounts payable disbursements, and fraud and security services, and the Data Solutions segment offers data, analytics, and marketing services, as well as financial institution profitability reporting and business incorporation services.

CaptivateIQ is a San Francisco-headquartered sales commission platform automating calculations for revenue teams. The software handles complex incentive plans, variable pay, and compliance reporting, integrating with Salesforce and NetSuite. Adopted by companies like Outreach and Gong, it processes payouts for thousands of reps monthly to align performance with business objectives.

74Software is an enterprise software group. Its segment divisions are the Axway Group, which delivers IT solutions enabling the automatic management of data exchange within and outside companies, and SBS operates in several segments related to banking and financial services, which include Specialised Finance, Modular comprising, Integrated Core, Banking Components, and Specialised Markets. The group generates the majority of its business from Axway Group.

InCred is a Mumbai-headquartered digital lending platform offering personal, home, education, and MSME loans. Powered by data analytics and machine learning, it assesses creditworthiness using alternative data sources for quick disbursals up to ₹50 lakh. Founded in 2016, InCred serves 2 million customers nationwide with partnerships to payment banks and operates under RBI NBFC-AA license.

AppZen is an AI platform for finance teams automating expense auditing, accounts payable processes, and compliance checks. It analyzes transactions using deep learning, computer vision, and data from online sources to prevent errors and risks. Serving a quarter of Fortune 500 companies globally, AppZen streamlines financial operations from its San Francisco headquarters.

Lukka is a New York-headquartered provider of enterprise-grade data platforms for cryptocurrency and blockchain transactions. It processes complex digital asset data into normalized formats for accounting, auditing, tax reporting, and regulatory compliance. Core products encompass LukkaTax for automated tax calculations across jurisdictions, LukkaCrypto Office for asset valuation and back-office management, and Lukka Reference Data for standardized pricing feeds. Founded in 2018, the company supports major financial institutions and exchanges with tools that integrate into ERP systems like SAP and Oracle. Lukka operates from offices in the United States and Europe, serving clients in over 100 countries with daily reconciliation of billions in transaction volume.

Pilot is a San Francisco-headquartered finance platform delivering bookkeeping, tax preparation, and fractional CFO services to startups since 2017. The company automates accrual-basis accounting with integrations to QuickBooks Online, Xero, Stripe, and Brex, generating real-time P&L statements and cash flow forecasts. Serving over 5,000 clients like Notion and Brex, Pilot employs CPAs across the United States and Philippines, processing billions in annual transactions.

TaxBit is a Salt Lake City-headquartered software platform for cryptocurrency tax reporting and accounting. It aggregates transactions from 500 exchanges and 100 wallets to generate IRS forms like 8949 and Schedule D, with real-time gain/loss tracking. TaxBit serves individuals, enterprises, and institutions including Coinbase and Gemini. Launched in 2020, the company raised $100 million in funding and partners with governments on digital asset regulations.

51 Credit Card Manager is a Hangzhou-headquartered developer of mobile applications for credit card bill management in China. Launched in 2012, the app tracks transactions, due dates, and payments for major banks like ICBC and China Construction Bank. It serves millions of users with features like spending analytics and reminder alerts, available on iOS and Android stores.

Freee KK is a developer of cloud-based software. Its software products include Cloud Accounting software, Cloud HR Labor software, Cloud ERP for Midsize companies, among others.

BlackLine Inc is engaged in providing financial accounting close solutions delivered as Software as a Service (SaaS). The Company’s solutions enable its customers to address various aspects of their critical processes, including financial close & consolidation, intercompany accounting, and invoice-to-cash. The majority of the revenue of the company is earned in the United States.