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

One startup is making a wager that he agents will beCome an invasive tool for the Nation’s 33 million Miniature Companies, and it correct expand a freund of funding to life imaginative and prescient for an “AI CFO.”

The Fintech Startup, Affiniti, Just correct Raised A $ 17 million Series A LED by Signalfire, Alternate Insider Has Learned Completely. Contrarian Pondering Capital, Sequel, Indicator Ventures, Lightshed Ventures, Riverpark Ventures, Rocket Money Footer Yahya Mokhtarzada, Morning Brew Founder Austin Rief, Chelsea Football Membership Player Trevoh Chalobah, and Totally different Angel Merchants ALSO ALSO ALSO ALSO ALSO ALSO ALSO INTO spherical.

Founded in 2021, Recent York-Primarily basically based completely AFFINITI is a fintech platform for small- and medium-sized companies that make up ninety 9.9% of Companies in the US, Use Nearly Half of the American Crew, and Signify 43.5% of The usa’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.

Whereas SMBS MAKE UP THE VASE MAJORY OF BUSINESSES IN THE US, AFFINITI COFUNDERS AARON BAI AND SAHIL PHADNIS BELIVED THAT THEY LACKED The resources they have to survive and thrive: Namely, a platform to note and saving financial analytics that is feeble to make me. Alternate Decisions.

The Duo Launched Affinity in November 2024 with it first products: an expense administration platform and a small-Alternate Credit Card, Along with $ 11 million in Seed Funding.

Whereas onboarding their first prospects, phadnis stated that for many smbs, affinity change into once the main fintech they’ve Ever InteraCted with. Moreover, Mary Corporations Didn’t Hang Finance Teams, and They Wished Extra Tech Tools to Aid Entire Responsibilities In general Handled by A Finance or Chief Monetary Location of business.

All the diagram throughout the Same Time, he agents were beginning to fetch Huge in Silicon Valley. The Tech Presented an Alternative for a Recent Affiniti Product: an “AI CFO” that manages every ingredient of a company’s funds, from Banking, Bill Pay, Gross sales, and More.

Phadnis Urged b That Affinite is virtualized in a host of industries, so it would present bid financial guidance to smbs in healthcare, finance, car, and other industries.

“Undersanding what’s occurring in he acroSs verticals has allowed us to care for modern, from planning out howhent can co-pilot a pharmacy’s financial choices to customers to analyze financially financial properly being,” He Acknowledged.

He agents have been dreary to enter the extremely-regulated World of Finance Compared to Totally different Industries Like Gross sales and Marketing. Hebbia, which makes expend of it agents to Aid Bankers and Attorneys with Investment Look at, Raised $ 130 Million Closing Twelve months from a16z. One more startup bringing he agents to analyze, auquan, raissed $ 8 million Earlier this yr.

Inviting Forward, Phadnis Acknowledged That Affinite is Targeted on Customer Acquisition and Files.

“We Deem the Right Energy of AI Agents Lies in the Files they’re educated on,” he stated. “If we are able to change into the tear-to financial platform for managing all of the financial actions, we’ll be in a special to make basically the most accurat he’s cfo for vertical we diagram.”

Right here’s an abnormal look on the 11-Trek Pitch deck AFFINITITI Frail to Lift Its $ 17 Million Series A Funding Round.