Skip to main content
Caplight Logo









Compass AI

Compass AI

Private
Dover, DelawareFinTechhttps://compassapp.ai/

Last Round

Seed

May 26, 2025

Total Funding Raised

$540,000

Company Overview

Compass AI is a financial software company that provides an AI-powered financial operating system for small-to-mid-sized businesses, fractional CFOs, and CPA firms to automate financial analysis, forecasting, and reporting.

Sector

FinTech

Verticals

Accounting & Expense, Business Intelligence, Financial Data, NLP & Conversational AI, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

financial intelligence platformAI CFOcash flow forecastingscenario modelingFP&A softwarefractional CFO softwareautomated financial analysisaccounting automationAI agentfinancial operating systemmulti-client dashboardconversational AIB2B SaaSfintech

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Compass AI Comparables

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

Compass AI comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Clockwork.ai
91%
Profitual
88%
CentSight
87%

Compass AI Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedMay 26, 2025

Key People

Founding team and executive leadership

Nikola Jakić

CEO & Founder

Founding Team

Roko Marinović

Chief Technology Officer

Executive Team

Compass AI Investors

Notable investors and investment history

Compass AI investors
InvestorRounds
Fil Rouge CapitalSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Feb 8, 2025

    Grew 300% QoQ from 1 to 4 employees.

Compass AI Filings

Explore SEC and related filing metadata, where available.

Compass AI 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.

Request access

Frequently Asked Questions

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

Is Compass AI a public or private company?

Compass AI is a private company.

What is the current stock price of Compass AI?

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

How much is Compass AI worth (valuation)?

Valuation information for Compass AI is not publicly available.

Can I buy Compass AI stock?

Compass AI 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 Compass AI's last funding round?

Compass AI's most recent funding round was Seed on May 26, 2025.

Who are the main investors in Compass AI?

Key investors in Compass AI include Fil Rouge Capital.

Will Compass AI IPO soon?

No public IPO plans have been announced for Compass AI.

How can I track Compass AI secondary market activity?

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

Firmographic Details

HeadquartersDover, Delaware
Employee Range7
Year Founded2024
Last FundingMay 26, 2025

Institutional Data Access

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

Requires verified institutional or accredited status.

See something wrong or outdated?