Agent
PrivateLast Round
Seed
May 1, 2022
Company Overview
Agent is an accounting, audit and tax services company that provides a premium membership to proactively plan, prepare, and optimize taxes.
Sector
FinTech
Verticals
Accounting & Expense, Wealth Management, API Management
Business Model
B2C
Customer Profile
Services & Consulting, Subscription SaaS, Usage-Based SaaS, Freemium
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Agent Comparables
Compare Agent with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Gelt | 86% | |
| Harness Wealth | 71% | |
| Range | 64% |
Agent Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | May 1, 2022 |
Key People
Founding team and executive leadership
Agent Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Walkabout Ventures | Seed |
| Treble Capital | Seed |
| Bling Capital | Seed |
| Fika Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 3, 2024
Grew 48% QoQ, from 33 to 49 employees.
- Nov 9, 2024
Monthly visitors increased 135% MoM.
Agent Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Agent's valuation, stock price, and market status.
Is Agent a public or private company?
Agent is a private company.
What is the current stock price of Agent?
Agent is a private company with no public stock price. No recent secondary market data is available.
How much is Agent worth (valuation)?
Valuation information for Agent is not publicly available.
Can I buy Agent stock?
Agent shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Agent's last funding round?
Agent's most recent funding round was Seed on May 1, 2022.
Who are the main investors in Agent?
Key investors in Agent include Walkabout Ventures, Treble Capital, Bling Capital, Fika Ventures.
Will Agent IPO soon?
No public IPO plans have been announced for Agent.
How can I track Agent secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Agent's secondary market activity and sign up for updates.