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Charm Solutions

Charm Solutions

Private
Menlo Park, CaliforniaFinTechhttps://www.charmsolutions.ai/

Last Round

Seed

Apr 18, 2023

Total Funding Raised

$3.5M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Charm Solutions is a financial software company that provides an AI-powered analytics platform to help financial institutions optimize small and medium-sized business lending through real-time credit risk assessment and underwriting tools.

Sector

FinTech

Verticals

Lending & Credit, Credit Scoring, Financial Data, NLP & Conversational AI, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

SMB lendingAI underwritingcredit risk assessmentfintechembedded financelending automationcredit scoringportfolio monitoringagentic AIAI agentAPI servicesSaaS platformloan decisioningalternative datalending-as-a-service

Historical Pricing

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Caplight Momentum Score

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Charm Solutions Comparables

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Charm Solutions comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Parlay Finance
83%
Aloan
83%
AIO Logic
78%

Charm Solutions Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedApr 18, 2023
VC RoundNov 2, 2022

Key People

Founding team and executive leadership

John Donovan

Co-Founder, President Chief Revenue Officer

Founding Team

Charm Solutions Investors

Notable investors and investment history

Charm Solutions investors
InvestorRounds
BootstrapLabsSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 26, 2026

    Monthly visitors increased 129% MoM.

Charm Solutions Filings

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Charm Solutions filings preview — column headings only; records require access
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Frequently Asked Questions

Common questions about Charm Solutions's valuation, stock price, and market status.

Is Charm Solutions a public or private company?

Charm Solutions is a private company.

What is the current stock price of Charm Solutions?

Charm Solutions is a private company with no public stock price. No recent secondary market data is available.

How much is Charm Solutions worth (valuation)?

Valuation information for Charm Solutions is not publicly available.

Can I buy Charm Solutions stock?

Charm Solutions 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 Charm Solutions's last funding round?

Charm Solutions's most recent funding round was Seed on April 18, 2023.

Who are the main investors in Charm Solutions?

Key investors in Charm Solutions include BootstrapLabs.

Will Charm Solutions IPO soon?

No public IPO plans have been announced for Charm Solutions.

How can I track Charm Solutions secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Charm Solutions's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersMenlo Park, California
Employee Range12
Year Founded2019
Last FundingApr 18, 2023

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