Pilot

Financial services for startups and small businesses

San Francisco, California, United States

About Pilot

Pilot provides financial services specifically designed for startups and small businesses. The company offers essential services such as bookkeeping, tax preparation, and CFO (Chief Financial Officer) support, allowing business owners to focus on growing their companies without worrying about financial management. Pilot's services operate on a subscription-based model, where clients pay a recurring fee to access a team of finance experts who handle their financial tasks. This model not only provides clients with predictable costs but also ensures that their finances are managed accurately and professionally. Unlike many competitors, Pilot targets the unique needs of startups and small businesses, which often lack the resources to manage complex financial tasks internally. With significant funding from notable investors, Pilot aims to continually enhance its services and expand its reach in the financial services market.

San Francisco, CaliforniaHeadquarters
2016Year Founded
$154MTotal Funding
SERIES_CCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
Flexible vacation/time-off policy
All federal holidays are observed
Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
401(k) plan

Risks

Increased competition from automated bookkeeping software like QuickBooks and Xero.
Economic downturns could reduce demand for outsourced financial services.
Data privacy concerns and regulatory changes may increase compliance costs for Pilot.

Differentiation

Pilot offers a comprehensive suite of financial services for startups and small businesses.
The company provides subscription-based services ensuring predictable costs for financial management.
Pilot's platform delivers automated, error-free financial reports and accrual basis bookkeeping.

Upsides

Increased demand for digital financial services due to remote work trends benefits Pilot.
Growing interest in subscription-based models aligns with Pilot's business strategy.
Expansion of AI in automating financial tasks enhances Pilot's service efficiency.

Funding

Total raised$153.98 M
Latest valuation$1.20 B
StageSERIES_C
SERIES B
3/31/2019
$40
$200.00 M
SERIES A
2/28/2018
$15
$75.00 M
$3
$16.50 M