OneStream Software
PrivateLast Round
IPO
Jul 24, 2024
Est. Valuation
$4.6B
Total Funding Raised
$700M
Company Overview
OneStream Software operates in Enterprise Software and is based in Birmingham, Michigan. Its latest recorded funding round was a Series B round in April 2021.
OneStream Software is a financial technology company that offers a cloud-based corporate performance management platform designed to transform global data into actionable financial insights while simplifying financial consolidation, planning, budgeting, forecasting, reporting, and data quality.
Sector
Enterprise Software
Verticals
Accounting & Expense, Business Intelligence, Financial Data, Workflow Automation, ESG Analytics
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Government Contracts
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
OneStream Software Comparables
Compare OneStream Software with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Anaplan | 86% | |
| Oracle Solaris | 85% | |
| Lucanet Group | 84% |
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OneStream Software Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| IPO | Jul 24, 2024 | ||||
| Series B | Apr 6, 2021 | ||||
| Growth Equity | Feb 7, 2019 |
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OneStream Software Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Investment Group of Santa Barbara | Series B |
| Cabrera Capital Markets | IPO |
| Kohlberg Kravis Roberts | Series B, IPO, Growth Equity |
| Scotiabank | IPO |
| Guggenheim Securities | IPO |
| BofA Securities | IPO |
| TD Cowen | IPO |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 18, 2025
Announced integration with Microsoft products at Microsoft Ignite.
- Nov 18, 2025
SensibleAI Agents will integrate with Microsoft 365, Teams, Excel, and Copilot, running on Azure.
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Recent news
Latest coverage and updates
- recognized_asNov 4, 2026
OneStream, Inc. is recently recognized by ISG as one of three finalists in the Business & Technologies category of the ISG Software Innovation Awards.
- recognized_asNov 4, 2026
On Nov 4th '26 in Michigan, OneStream, Inc. is named a Leader and ranks number one overall by ISG Research in the 2026 ISG Buyers Guides for Record to Report, Financial Close, and Financial Consolidation.
- recognized_asNov 4, 2026
OneStream, Inc. ranks first overall and earns ISG Research’s top-tier Exemplary rating in the 2026 Buyers Guides for Record to Report, Financial Close, and Financial Consolidation.
- receives_awardOct 6, 2026
FeaturedCustomers gave OneStream, Inc. the highest "Market Leader" award in its Fall 2026 Sales Forecasting Software Customer Success Report in Florida on Oct 6th '26.
- recognized_asSep 14, 2026
OneStream, Inc. is named the only Customers' Choice in Gartner's 2026 Peer Insights Voice of the Customer for Financial Close and Consolidation Solutions, based on 171 verified customer reviews and a 4.8 out of 5 rating, on Sep 14th '26 in Michigan.
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OneStream Software 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.
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Frequently Asked Questions
Common questions about OneStream Software's valuation, stock price, and market status.
Is OneStream Software a public or private company?
OneStream Software is a private company.
What is the current stock price of OneStream Software?
OneStream Software is a private company, so its shares have no public market price. Caplight tracks OneStream Software's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is OneStream Software worth (valuation)?
OneStream Software's valuation is estimated at $4.6B based on funding round data.
Can I buy OneStream Software stock?
OneStream Software shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was OneStream Software's last funding round?
OneStream Software's most recent funding round was IPO on July 24, 2024.
Who are the main investors in OneStream Software?
Key investors in OneStream Software include Kohlberg Kravis Roberts, Morgan Stanley, D1 Capital Partners, JPMorgan Chase & Co..
Will OneStream Software IPO soon?
No public IPO plans have been announced for OneStream Software.
How can I track OneStream Software secondary market activity?
Caplight tracks bids, offers, and trades in OneStream Software's shares on secondary markets.