Skip to main content
Caplight Logo









Truewind

Truewind

Private
San Francisco, CaliforniaFinTechhttps://truewind.ai

Last Round

Series A

Dec 11, 2024

Total Funding Raised

$18.1M

Company Overview

Truewind operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Series A round in December 2024.

Truewind is a technology company that provides a secure, generative AI platform for accounting professionals to automate repetitive tasks such as transaction categorization, account reconciliation, and workpaper preparation.

Sector

FinTech

Verticals

Accounting & Expense, Workflow Automation, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

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.

Book a demo

For institutional investors. Book with your work email.

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.

Book a demo

For institutional investors. Book with your work email.

Truewind Comparables

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

Truewind comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Zeni Inc.
90%
Pilot
87%
Fincent
86%
Book a demo to see all comparables

For institutional investors. Book with your work email.

Truewind Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series ADec 11, 2024
SeedFeb 5, 2024
SeedSep 18, 2023
Book a demo to see all funding rounds

For institutional investors. Book with your work email.

Truewind Investors

Notable investors and investment history

Truewind investors
InvestorRounds
Pathlight VenturesSeries A
Beat VenturesSeries A, Seed
Thomson Reuters VenturesSeed, Series A
Fin Venture CapitalSeries A, Seed
SV Tech VenturesSeries A, Seed
Y CombinatorSeries A, Seed
Soma CapitalSeries A, Seed
Book a demo to see all 12 investors

For institutional investors. Book with your work email.

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 18, 2026

    Monthly visitors grew 75% MoM, reaching 10.1K.

  • Mar 29, 2026

    Added Akin Doherty Klein & Feuge PC as a customer.

Book a demo to see all signals

For institutional investors. Book with your work email.

Recent news

Latest coverage and updates

  • launchesSep 11, 2026

    Truewind launches an AI integration that connects Masttro’s wealth operating system with Truewind’s AI-powered accounting platform, automating the conversion of complex wealth data into review-ready journal entries for family offices and finance teams.

Book a demo to see all news

For institutional investors. Book with your work email.

Truewind Filings

Explore SEC and related filing metadata, where available.

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

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Book a demo

For institutional investors. Book with your work email.

Frequently Asked Questions

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

Is Truewind a public or private company?

Truewind is a private company.

What is the current stock price of Truewind?

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

How much is Truewind worth (valuation)?

Valuation information for Truewind is not publicly available.

Can I buy Truewind stock?

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

When was Truewind's last funding round?

Truewind's most recent funding round was Series A on December 11, 2024.

Who are the main investors in Truewind?

Key investors in Truewind include Thomson Reuters Ventures, Fin Venture Capital, Y Combinator, Thomson Reuters Ventures, Rho Capital Partners.

Will Truewind IPO soon?

No public IPO plans have been announced for Truewind.

How can I track Truewind secondary market activity?

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range26
Year Founded2023
Last FundingDec 11, 2024

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Book a demo

For institutional investors. Book with your work email.

See something wrong or outdated?