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Pilot

Pilot

Private
San Francisco, CaliforniaFinTechhttps://pilot.com

Last Round

Series C

Extension

Mar 26, 2021

Est. Valuation

$1.2B

Total Funding Raised

$158.3M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

Pilot operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Series C Extension round in March 2021.

Pilot is a financial technology company that provides a software platform for bookkeeping, tax preparation, and CFO advisory services to startups and small businesses.

Sector

FinTech

Verticals

Accounting & Expense, Vertical SaaS, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

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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Pilot Comparables

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

Pilot comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
inDinero
91%
Zeni Inc.
89%
Truewind
86%
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Pilot Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series C ExtensionMar 26, 2021
Series CJan 26, 2021
Series BApr 17, 2019
Series AMar 15, 2018
SeedJan 1, 2017
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Key People

Founding team and executive leadership

Jessica McKellar

Founder and CEO

Founding Team

Ted Mosby

Chief Executive Officer

Executive Team

Aaron Jacobson

Finance & Strategy (CFO Services)

Executive Team

Andrew Belliveau

Fractional CFO

Executive Team

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Pilot Investors

Notable investors and investment history

Pilot investors
InvestorRounds
Whale Rock Capital ManagementSeries C Extension
Bezos ExpeditionsSeries C Extension
Sequoia CapitalSeries C Extension, Series C
Authentic VenturesSeries C
Index VenturesSeries C Extension, Series C, Series A, Series B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 2, 2026

    Added Vogue Voyage, a travel startup, as a customer.

  • Jun 29, 2026

    Reached over 3,500 customers.

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Recent news

Latest coverage and updates

  • launchesOct 6, 2026

    Pilot.com, Inc. announces the Month-End Close Dashboard for Meridian, which gives accounting firms a live, automatically updated view of client close progress, in California on Oct 6th '26.

  • launchesSep 22, 2026

    Pilot.com, Inc. launches the Xero Connector, a free tool that lets AI agents such as Claude, Cowork, Codex, and ChatGPT do real work in Xero, in California on Sep 22nd '26.

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Pilot Filings

Explore SEC and related filing metadata, where available.

Pilot 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 Pilot's valuation, stock price, and market status.

Is Pilot a public or private company?

Pilot is a private company.

What is the current stock price of Pilot?

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

How much is Pilot worth (valuation)?

Pilot's valuation is estimated at $1.2B based on funding round data.

Can I buy Pilot stock?

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

When was Pilot's last funding round?

Pilot's most recent funding round was Series C Extension on March 26, 2021.

Who are the main investors in Pilot?

Key investors in Pilot include Whale Rock Capital Management, Bezos Expeditions, Sequoia Capital, Index Ventures.

Will Pilot IPO soon?

No public IPO plans have been announced for Pilot.

How can I track Pilot secondary market activity?

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range229
Year Founded2017
Last FundingMar 26, 2021

Institutional Data Access

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