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OatFi

OatFi

Private
New York City, New YorkFinTechhttps://oatfi.com

Last Round

Series A

Jun 3, 2025

Total Funding Raised

$85.25M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

OatFi operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series A round in June 2025.

OatFi is a financial technology company that provides an embedded working capital platform and credit infrastructure for B2B payment platforms.

Sector

FinTech

Verticals

Lending & Credit, Digital Payments, Vertical SaaS

Business Model

B2B2C

Customer Profile

Revenue Share, Usage-Based SaaS

AI Layer

Non-AI

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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OatFi Comparables

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

OatFi comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Kanmon
88%
Resolve Corp
84%
Lendflow
83%
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OatFi Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AJun 3, 2025
SeedOct 11, 2022
DebtOct 11, 2022
Pre SeedJan 1, 2022
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Key People

Founding team and executive leadership

John Jordan

Co-Founder And CTO

Founding Team

Michael Barbosa

Chief Executive Officer

Executive Team

Jim Glinski

Chief Financial Officer

Executive Team

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OatFi Investors

Notable investors and investment history

OatFi investors
InvestorRounds
WhiteStar CapitalSeries A
White Star CapitalSeries A
Dash FundSeed
Dash FundSeed
CambrianPre Seed, Seed
Fin Venture CapitalSeed
QED InvestorsSeries A, Seed
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Market signals

Structured signals derived from secondary market and firmographic data.

  • Oct 19, 2026

    Open roles increased to 5, 2.5x the trailing average.

  • Jun 25, 2026

    Monthly visitors increased 41% MoM.

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OatFi Filings

Explore SEC and related filing metadata, where available.

OatFi 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.

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Frequently Asked Questions

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

Is OatFi a public or private company?

OatFi is a private company.

What is the current stock price of OatFi?

OatFi is a private company, so its shares have no public market price. Caplight tracks OatFi's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is OatFi worth (valuation)?

Valuation information for OatFi is not publicly available.

Can I buy OatFi stock?

OatFi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was OatFi's last funding round?

OatFi's most recent funding round was Series A on June 3, 2025.

Who are the main investors in OatFi?

Key investors in OatFi include WhiteStar Capital, White Star Capital, QED Investors, Portage, Picus Capital.

Will OatFi IPO soon?

No public IPO plans have been announced for OatFi.

How can I track OatFi secondary market activity?

Caplight tracks bids, offers, and trades in OatFi's shares on secondary markets.

Firmographic Details

HeadquartersNew York City, New York
Employee Range26
Year Founded2021
Last FundingJun 3, 2025

Institutional Data Access

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

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