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Ocrolus

Ocrolus

Private
New York City, New YorkFinTechhttps://ocrolus.com

Last Round

Series C

Sep 23, 2021

Est. Valuation

$500M

Total Funding Raised

$108M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Ocrolus operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series C round in September 2021.

Ocrolus is a financial technology company that offers a document automation platform designed to streamline back-office tasks through precise automation using artificial intelligence and crowdsourcing.

Sector

FinTech

Verticals

Lending & Credit, Document Management, Workflow Automation, Compliance & Risk, Financial Data

Business Model

B2B

Customer Profile

Usage-Based SaaS, Subscription SaaS

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Ocrolus Comparables

Compare Ocrolus with similar companies based on industry and business-model similarity.

Ocrolus comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Informed.IQ
83%
TRUE
83%
LoanLogics
79%
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Ocrolus Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CSep 23, 2021
Series BJun 25, 2019
Series AApr 9, 2018
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Key People

Founding team and executive leadership

Sam Bobley

Co-founder and Chief Executive Officer

Founding Team

Conor O'Donoghue

Chief Financial Officer

Executive Team

Ajay Shrivastava

Chief Operating Officer (Ocrolus) Country Head (India)

Executive Team

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Ocrolus Investors

Notable investors and investment history

Ocrolus investors
InvestorRounds
Stage 2 CapitalSeries C
Oak HC/FTSeries C, Series B
FinTech CollectiveSeries B, Series C
Laconia CapitalSeries A, Series C
Bullpen CapitalSeries B, Series C, Series A
Differential VenturesSeries B, Series A
Fin Venture CapitalSeries C
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Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 1, 2026

    Exceeded 400 customers according to a job posting.

  • Mar 1, 2026

    Added Better Mortgage, Brex, and PayPal as customers.

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Recent news

Latest coverage and updates

  • attends_eventOct 14, 2026

    Ocrolus demos its technology on the Finovate stage at FinovateFall 2023, showing how its AI-driven document automation platform optimizes credit decisions in small business, mortgage, and consumer lending.

  • attends_eventOct 12, 2026

    At the MBA Annual Convention and Expo in Illinois on Oct 12th '26, Ocrolus's Vice President of Product, Rebecca Seward, is set to demo the company’s full mortgage suite on the Hub Stage.

  • integrates_withOct 1, 2026

    On Oct 1st '26 in New York, Ocrolus integrates with Resistant through its Documents forensic engine to expand fraud detection in Ocrolus Detect, which is live across the customer base and helps lenders identify tampered and AI-generated financial documents.

  • integrates_withSep 10, 2026

    Ocrolus integrates with Freddie Mac's AIM Check API on Sep 10th '26, enabling mortgage lenders to receive an early income assessment from LPA AIM inside Ocrolus Analyze using W-2s and pay stubs already uploaded to Ocrolus.

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Ocrolus Filings

Explore SEC and related filing metadata, where available.

Ocrolus filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Ocrolus a public or private company?

Ocrolus is a private company.

What is the current stock price of Ocrolus?

Ocrolus is a private company, so its shares have no public market price. Caplight tracks Ocrolus's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Ocrolus worth (valuation)?

Ocrolus's valuation is estimated at $500.0M based on funding round data.

Can I buy Ocrolus stock?

Ocrolus shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Ocrolus's last funding round?

Ocrolus's most recent funding round was Series C on September 23, 2021.

Who are the main investors in Ocrolus?

Key investors in Ocrolus include Oak HC/FT, FinTech Collective, Laconia Capital, Bullpen Capital, RiverPark Ventures.

Will Ocrolus IPO soon?

No public IPO plans have been announced for Ocrolus.

How can I track Ocrolus secondary market activity?

Caplight tracks bids, offers, and trades in Ocrolus's shares on secondary markets.

Firmographic Details

HeadquartersNew York City, New York
Employee Range525
Year Founded2014
Last FundingSep 23, 2021

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