Skip to main content
Caplight Logo









Prelim

Prelim

Private
San Francisco, CaliforniaFinTechhttps://prelim.com

Last Round

Accelerator

Sep 10, 2024

Total Funding Raised

$2.22M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Prelim is a financial technology company that provides a no-code, white-labeled digital origination platform for banks and credit unions to automate customer onboarding and servicing.

Sector

FinTech

Verticals

Digital Banking, Workflow Automation, Digital Identity, Compliance & Risk, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

digital onboardingaccount opening softwarecore banking integrationworkflow automationknow your customerKYCfintech onboardingdigital account openingloan application softwareidentity verificationno-code bankingbanking automationvertical SaaSbank tech

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Book a demo to explore historical pricing and secondary transactions.

Book a demo

For institutional investors. Book with your work email.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Book a demo

For institutional investors. Book with your work email.

Prelim Comparables

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

Prelim comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Cotribute
89%
Glide
87%
ATTUNE
87%
Book a demo to see all comparables

For institutional investors. Book with your work email.

Prelim Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorSep 10, 2024
VC RoundMar 17, 2022
SeedAug 28, 2020
AcceleratorAug 22, 2017
Book a demo to see all 4 rounds

For institutional investors. Book with your work email.

Key People

Founding team and executive leadership

Chris Blaser

Chief Executive Officer, Co-founder at Prelim

Founding Team

Heang Chan

Chief Executive Officer, Co-Founder At Prelim

Founding Team

For institutional investors. Book with your work email.

Prelim Investors

Notable investors and investment history

Prelim investors
InvestorRounds
Fuel CapitalSeed, Accelerator
S2 CapitalSeed
Y CombinatorSeed, Accelerator
EJF CapitalVC Round
Liquid 2 VenturesSeed
Book a demo to see all investors

For institutional investors. Book with your work email.

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 18, 2026

    Grew 17% QoQ, from 46 to 54 employees.

  • Jul 17, 2026

    Grew 21% QoQ, from 42 to 51 employees.

Book a demo to see all signals

For institutional investors. Book with your work email.

Prelim Filings

Explore SEC and related filing metadata, where available.

Prelim 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.

Book a demo

For institutional investors. Book with your work email.

Frequently Asked Questions

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

Is Prelim a public or private company?

Prelim is a private company.

What is the current stock price of Prelim?

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

How much is Prelim worth (valuation)?

Valuation information for Prelim is not publicly available.

Can I buy Prelim stock?

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

When was Prelim's last funding round?

Prelim's most recent funding round was Accelerator on September 10, 2024.

Who are the main investors in Prelim?

Key investors in Prelim include Y Combinator, EJF Capital.

Will Prelim IPO soon?

No public IPO plans have been announced for Prelim.

How can I track Prelim secondary market activity?

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range54
Year Founded2017
Last FundingSep 10, 2024

Institutional Data Access

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

Book a demo

For institutional investors. Book with your work email.

See something wrong or outdated?