Pitch Deck: He Agent Fintech Startup AFFINITI’S $ 17M Series A Spherical

One startup is making a wager that he brokers will beCome an invasive tool for the Country’s 33 million Tiny Agencies, and it ethical elevate a freund of funding to life imaginative and prescient for an “AI CFO.”

The Fintech Startup, Affiniti, Impartial Raised A $ 17 million Series A LED by Signalfire, Industry Insider Has Realized Completely. Contrarian Pondering Capital, Sequel, Indicator Ventures, Lightshed Ventures, Riverpark Ventures, Rocket Money Footer Yahya Mokhtarzada, Morning Brew Founder Austin Rief, Chelsea Soccer Club Player Trevoh Chalobah, and Other Angel Investors ALSO ALSO ALSO ALSO ALSO ALSO ALSO INTO spherical.

Founded in 2021, Novel York-Primarily based AFFINITI is a fintech platform for exiguous- and medium-sized agencies that assemble up Ninety 9.9% of Agencies within the US, Spend Impartial about Half of of the American Body of workers, and Symbolize 43.5% of The US’s GDP, Accounting to the The The The The The Thet The The The The The Thet The The The The Thet Chamber of Commerce.

While SMBS MAKE UP THE VASE MAJORY OF BUSINESSES IN THE US, AFFINITI COFUNDERS AARON BAI AND SAHIL PHADNIS BELIVED THAT THEY LACKED The sources they maintain to continue to exist and thrive: Namely, a platform to trace and saving financial analytics that’s ancient to assemble me. Industry Choices.

The Duo Launched Affinity in November 2024 with it first merchandise: an expense management platform and a exiguous-Industry Credit Card, In conjunction with $ 11 million in Seed Funding.

While onboarding their first possibilities, phadnis stated that for a ramification of smbs, affinity became once the main fintech they maintain Ever InteraCted with. Additionally, Mary Companies Didn’t Compile Finance Groups, and They Wanted Further Tech Tools to Help Entire Projects Generally Handled by A Finance or Chief Monetary Place of work.

Across the Identical Time, he brokers were initiating to safe Gigantic in Silicon Valley. The Tech Introduced an Replace for a Novel Affiniti Product: an “AI CFO” that manages every facet of an organization’s finances, from Banking, Invoice Pay, Gross sales, and Extra.

Phadnis Informed b That Affinite is virtualized in numerous industries, so it would present divulge financial steering to smbs in healthcare, finance, car, and other industries.

“Undersanding what’s going on in he acroSs verticals has allowed us to contend with modern, from planning out howhent can co-pilot a pharmacy’s financial choices to customers to analyze financially financial properly being,” He Mentioned.

He brokers had been sluggish to enter the highly-regulated World of Finance Compared to Other Industries Love Gross sales and Promoting. Hebbia, which makes use of it brokers to Help Bankers and Lawyers with Funding Study, Raised $ 130 Million Closing Year from a16z. One other startup bringing he brokers to analyze, auquan, raissed $ 8 million Earlier this yr.

Keen Forward, Phadnis Mentioned That Affinite is Centered on Buyer Acquisition and Records.

“We Think the Staunch Energy of AI Brokers Lies within the Records they’re trained on,” he stated. “If we can develop into the proceed-to financial platform for managing all of the financial actions, we’ll be in a particular to originate the most accurat he is cfo for vertical we aim.”

Right here’s an exclusive glimpse on the 11-Rush Pitch deck AFFINITITI Veteran to Lift Its $ 17 Million Series A Funding Spherical.