Heron Data
PrivateLast Round
Series A
Jul 15, 2025
Total Funding Raised
$17.93M
Momentum
Top 1%
of companies Caplight tracks
Company Overview
Heron Data operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series A round in July 2025.
Heron Data is an AI-powered software company that automates document-heavy workflows for businesses in the financial services and insurance industries.
Sector
FinTech
Verticals
Lending & Credit, Financial Data, Credit Scoring, Workflow Automation, Compliance & Risk
Business Model
B2B
Customer Profile
Usage-Based SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Heron Data Comparables
Compare Heron Data with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Prism Data | 86% | |
| Pave | 85% | |
| Uplinq | 84% |
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Heron Data Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jul 15, 2025 | ||||
| Pre Seed | Sep 6, 2020 | ||||
| Accelerator | Aug 1, 2020 |
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Key People
Founding team and executive leadership
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Heron Data Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| BoxGroup | Pre Seed, Series A |
| Y Combinator | Accelerator, Pre Seed, Series A |
| Flex Capital | Pre Seed, Series A |
| Musha Ventures | Pre Seed |
| FLEX Capital | Pre Seed, Series A |
| Insight Partners | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 28, 2026
Monthly visitors increased 40% MoM, reaching 48.6K.
- Jul 24, 2026
Company disclosed $13M in Annual Recurring Revenue.
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Heron Data Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Heron Data's valuation, stock price, and market status.
Is Heron Data a public or private company?
Heron Data is a private company.
What is the current stock price of Heron Data?
Heron Data is a private company, so its shares have no public market price. Caplight tracks Heron Data's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Heron Data worth (valuation)?
Valuation information for Heron Data is not publicly available.
Can I buy Heron Data stock?
Heron Data shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Heron Data's last funding round?
Heron Data's most recent funding round was Series A on July 15, 2025.
Who are the main investors in Heron Data?
Key investors in Heron Data include Insight Partners.
Will Heron Data IPO soon?
No public IPO plans have been announced for Heron Data.
How can I track Heron Data secondary market activity?
Caplight tracks bids, offers, and trades in Heron Data's shares on secondary markets.