Neo.Tax
PrivateLast Round
Series A
Feb 10, 2022
Total Funding Raised
$13M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Neo.Tax operates in FinTech and is based in Mountain View, California. Its latest recorded funding round was a Series A round in February 2022.
Neo.Tax is a fintech company that provides an AI-powered software platform to automate tax compliance and simplify the process of claiming R&D tax credits for businesses.
Sector
FinTech
Verticals
Compliance & Risk, Accounting & Expense, Workflow Automation, RegTech
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Neo.Tax Comparables
Compare Neo.Tax with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Boast.AI | 86% | |
| Incentify | 84% | |
| Employer.com | 84% |
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Neo.Tax Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Feb 10, 2022 | ||||
| Seed | Jul 1, 2020 |
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Key People
Founding team and executive leadership
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Neo.Tax Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Uncork Capital | Series A, Seed |
| Floodgate | Series A, Seed |
| GV | Series A |
| Thomson Reuters Ventures | Series A |
| Acrew Capital | Series A |
| Lux Capital | Series A, Seed |
| Fin Venture Capital | Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 27, 2026
Monthly visitors grew 53% MoM, from 4K to 6.1K.
- Jun 28, 2026
Thomson Reuters named as a new customer.
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Neo.Tax 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 Neo.Tax's valuation, stock price, and market status.
Is Neo.Tax a public or private company?
Neo.Tax is a private company.
What is the current stock price of Neo.Tax?
Neo.Tax is a private company, so its shares have no public market price. Caplight tracks Neo.Tax's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Neo.Tax worth (valuation)?
Valuation information for Neo.Tax is not publicly available.
Can I buy Neo.Tax stock?
Neo.Tax shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Neo.Tax's last funding round?
Neo.Tax's most recent funding round was Series A on February 10, 2022.
Who are the main investors in Neo.Tax?
Key investors in Neo.Tax include Infinity Ventures.
Will Neo.Tax IPO soon?
No public IPO plans have been announced for Neo.Tax.
How can I track Neo.Tax secondary market activity?
Caplight tracks bids, offers, and trades in Neo.Tax's shares on secondary markets.