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Maxima

Maxima

Private
San Mateo, CaliforniaEnterprise Softwarehttps://www.maxima.ai/

Last Round

Series A

Nov 18, 2025

Est. Valuation

$143M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Maxima is an enterprise software company that provides an agentic AI platform designed to automate accounting operations, including journal entries, reconciliations, and close workflows.

Sector

Enterprise Software

Verticals

Accounting & Expense, Workflow Automation, NLP & Conversational AI, Enterprise Resource Planning

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

agentic AIautonomous accountingAI accountingfinance automationAI agentsfinancial close automationaccounting softwareB2B SaaSenterprise AIworkflow automationAI financeautonomous financeAI agent platformERP integrationAI-native accounting

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Maxima Comparables

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Maxima comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Campfire
86%
Nominal
84%
Trullion
81%

Maxima Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series ANov 18, 2025

Key People

Founding team and executive leadership

Jack Liao

Cofounder, CTO

Founding Team

Yogi Goel

Co-founder & CEO

Founding Team

Maxima Investors

Notable investors and investment history

Maxima investors
InvestorRounds
Audacious VenturesSeries A
Redpoint VenturesSeries A
Kleiner PerkinsSeries A
Liquid 2 VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 3, 2026

    Grew 39% QoQ, from 101 to 140 employees.

  • Jul 24, 2026

    Grew 36% QoQ, from 85 to 116 employees.

Maxima Filings

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

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Frequently Asked Questions

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

Is Maxima a public or private company?

Maxima is a private company.

What is the current stock price of Maxima?

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

How much is Maxima worth (valuation)?

Maxima's valuation is estimated at $143.0M based on funding round data.

Can I buy Maxima stock?

Maxima 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 Maxima's last funding round?

Maxima's most recent funding round was Series A on November 18, 2025.

Who are the main investors in Maxima?

Key investors in Maxima include Audacious Ventures, Redpoint Ventures, Kleiner Perkins.

Will Maxima IPO soon?

No public IPO plans have been announced for Maxima.

How can I track Maxima secondary market activity?

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

Firmographic Details

HeadquartersSan Mateo, California
Employee Range78
Year Founded2024
Last FundingNov 18, 2025

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