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Balance

Balance

Private
San Francisco, CaliforniaFinTechhttps://www.getbalance.com/

Last Round

Debt

Nov 22, 2022

Est. Valuation

$356M

Total Funding Raised

$436.65M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Balance is a fintech company that provides a B2B checkout platform for online payment processing, utilizing a machine learning engine for real-time authentication and financial risk assessment to provide businesses with flexible payment options.

Sector

FinTech

Verticals

Digital Payments, Lending & Credit, E-commerce, Compliance & Risk

Business Model

B2B

Customer Profile

Payment Processing Fee, Subscription SaaS, Revenue Share

AI Layer

Application

Keywords

B2B paymentsB2B BNPLtrade creditAR automationB2B checkoutaccounts receivable automationpayment gatewayembedded financenet termsB2B fintechorder-to-cashAI underwritingB2B payments infrastructureautomated collectionsDSO reduction

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Balance Comparables

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

Balance comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Resolve Corp
84%
Slope
84%
Mondu
83%

Balance Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtNov 22, 2022
Series BJul 26, 2022
Series AAug 25, 2021
SeedFeb 3, 2021
AcceleratorJun 1, 2020

Key People

Founding team and executive leadership

Yoni Shuster

Co-Founder, CTO

Founding Team

Bar Geron

Co-Founder and CEO

Founding Team

Balance Investors

Notable investors and investment history

Balance investors
InvestorRounds
UpWestSeries B, Series A, Seed
SciFi VenturesSeries A, Seed
Forerunner VenturesSeries B
Lyra VenturesSeries B
Jibe VenturesSeries B
Salesforce VenturesSeries B
HVF LabsSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 25, 2026

    Monthly visitors increased 38% MoM to 60.8K.

  • Jun 13, 2026

    Added Royal Caribbean as a customer.

Recent news

Latest coverage and updates

  • recognized_asJul 26, 2026

    Balance Inc. recognized as World's Top Fintech Companies list in the Payments category on Jul 23rd '26.

Balance Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Balance a public or private company?

Balance is a private company.

What is the current stock price of Balance?

Balance is a private company with no public stock price. No recent secondary market data is available.

How much is Balance worth (valuation)?

Balance's valuation is estimated at $356.0M based on funding round data.

Can I buy Balance stock?

Balance shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Balance's last funding round?

Balance's most recent funding round was Debt on July 26, 2022.

Who are the main investors in Balance?

Key investors in Balance include Forerunner Ventures, Y Combinator, Ribbit Capital, Lightspeed Venture Partners.

Will Balance IPO soon?

No public IPO plans have been announced for Balance.

How can I track Balance secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Balance's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range78
Year Founded2020
Last FundingNov 22, 2022

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