Investor Backing & Capital Strength:
A $31 million Series B led by FPV Ventures with participation from Vertex Ventures, Y Combinator, Restive/PruVen and ADP Ventures provides fuel to scale product and go‑to‑market. Independent listings and investor notes corroborate the round and funding trajectory.
Product Line Growth:
The company reports expanding from R&D credits into 179D energy‑efficient building deductions, cost segregation, and plans to extend automation into broader tax workflows. This broadened mandate positions it to move beyond credits and incentives.
Strong Hiring & Retention:
Public materials list multiple open roles across Finance, Sales, Operations, and Client Success in several U.S. locations. These postings indicate active team expansion aligned with a scale‑up phase.
