About MarginEdge
MarginEdge is a Technology company based in Arlington (United States) founded in 2015 by Bo Davis and Roy Phillips. SaaS platform for restaurant invoice and inventory management is provided. It operates in the Technology and Consumer sectors. MarginEdge has raised $284.43 million across 12 funding rounds from investors including Fiserv, IrishAngels and Ten Coves Capital. Its chief executive, as recorded, is Bo Davis. Its website marginedge.com draws about 158 thousand monthly visits. Its focus areas include Food and Agriculture Tech, Food Tech, Technology Enablers and Restaurants. Its competitors include Toast, SpotOn and Tillster; 3 of its 3 listed competitors have raised funding.
Company details
MarginEdge was founded in 2015 in Arlington, United States, as a SaaS provider in the restaurant management sector. Invoice management, product pricing, and paperless processing are handled, with integration to POS and accounting systems. Automated entries for payables and sales, real-time COGS reporting, inventory tracking, and online bill payments are supported. Theoretical food and beverage costs are calculated for operational efficiency.
- Total Equity Funding$284.43M (USD)
in 12 rounds
- Latest Funding Round$80M (USD), Series D
Aug 2026
- InvestorsFiserv
& 20 more
Apps and channels of MarginEdge
its YouTube channel MarginEdge has 536 subscribers and 30 videos.
Videos from MarginEdge
The most watched videos on MarginEdge's YouTube channel, MarginEdge (536 subscribers). Click a video to play it here.
More on MarginEdge.
Funding Insights of MarginEdge
MarginEdge has successfully raised a total of $284.43M across 12 strategic funding rounds. The most recent funding activity was a Series D round of $80 million completed in August 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $284.43M
- Total Rounds 12
- Last Round Series D — $80M
- First Round $3.49M
(May 2018)
- Investors Count 21
Latest 10 of 12 funding rounds of MarginEdge with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2026 | Debt – Conventional | – | – | – | |
| Aug 2026 | $80M | Series D | – | Wonder | – |
| Aug 2026 | Debt – Conventional | – | – | – | |
| Aug 2026 | $80M | Series D | – | Wonder | – |
| Jul 2026 | $20.62M | Series C | – | – | – |
| Jul 2026 | $20.62M | Series C | – | – | – |
| Dec 2022 | $45M | Series C | – | Ten Coves Capital | |
| Sep 2021 | $23.2M | Series B | – | Schooner Capital | |
| Nov 2020 | $4M | Series A | – | Osage Venture Partners | |
| Oct 2019 | $5M | Series A | – | Osage Venture Partners |
21 investors in total: 9 institutional and 12 angel.
Investors in MarginEdge
MarginEdge has secured backing from 21 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Fiserv, IrishAngels and Ten Coves Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fintech startups are funded by this venture capital firm. | tencoves.com | Darien, United States | ||
Early-stage venture fund investments are focused on hospitality technology. | 2021 | derive-ventures.com | ||
Private equity investments are directed across multiple sectors. | schoonercapital.com | Boston, United States | ||
Early-stage venture capital fund investing in B2B software startups | osageventurepartners.com | Bala Cynwyd, United States | ||
| relishworks.com | ||||
Angel investments are made in Cloud, SaaS, and manufacturing sectors. | 2012 | irishangels.com | Chicago, United States | |
Diversified financial solutions for business processing and management are provided. | 1984 | fiserv.com | United States | |
| igchospitality.com | ||||
NM Nigel Morris | Co-founder of Capital One, angel investor via QED Investors, fintech focus | unknown_792b18f4b5ea4999b | ||
YA Yohan Allender | unknown_5f07cb6b659f4bb48 |
Investor details for MarginEdge
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of MarginEdge
99 people are tracked at MarginEdge (20 in leadership, 79 in team).
| Name | Role | Group |
|---|---|---|
Bo Davis | Co-Founder & CEO | Leadership |
Roy Phillips | Co-Founder | Leadership |
Bob Mckay | Senior Vice President Business Development | Leadership |
Alison Comstock | Director Of Sales | Leadership |
Jess Finnefrock | COO | Leadership |
Josh Leaverton | VP, Product Development | Leadership |
Neil Dalvi | Head Of Payments | Principal Product Manager | Leadership |
Alex Szwyd | Partner Growth Lead | Leadership |
Brian Mills | Co-Founder & CTO | Leadership |
Chris Kremser | Director of Technology Operations | Leadership |
Tara Clever | Chief Revenue Officer | Leadership |
Jonathan Schuyler | VP, Operations | Leadership |
Emma Whelan | Chief Financial Officer | Leadership |
Deepak Singh Pubial | Associate Director Of Operations | Leadership |
Matthew Bolden | Director, Payment Operations at MarginEdge | Leadership |
Jessie Leiber | Director Of Brand & User Experience | Leadership |
Michael Pato | Director Of Engineering | Leadership |
Rich Dunham | Director Of Accountant & Vendor Partnerships | Leadership |
Brian Skrab | VP, Software Architecture | Leadership |
Siddartha Chowdhury | Deputy Director Of Operations | Leadership |
79 more people are available in the full profile.
Complete people profiles for MarginEdge
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of MarginEdge
3 dated milestones of MarginEdge across 11 years, from founding to its latest funding, stage changes and deals.
- Founded MarginEdge is founded.
- Funding First funding round of $3.5M.
- Funding Latest funding round, Series D, of $80.0M.
Competitors of MarginEdge
MarginEdge has 3 listed competitors in our database, 3 of them funded. They include Toast, SpotOn and Tillster.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| pos.toasttab.com | 2011 | Boston, United States | $900M | 5,700 | Restaurant operations are managed via a cloud-based platform. | |
| spoton.com | 1999 | San Francisco, United States | $900M | 1,355 | Provider of cloud-based POS software solutions for businesses and service providers | |
| tillster.com | 2006 | San Diego, United States | $154.82M | SaaS solutions for restaurant online ordering and analytics are offered. |
Detailed competitors of MarginEdge
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of MarginEdge
The website of MarginEdge (marginedge.com) receives about 158.3K visits a month and ranks #179,113 among all websites worldwide, #5,790 in Restaurants and Delivery.
- Monthly visits158.3K
▼ 10.7% vs previous month
- Unique visitors20.7K
per month
- Global rank#179,113
among all websites
- Category rank#5,790
Food and Drink · Restaurants and Delivery
- Bounce rate32%
- Pages per visit8.9
- Average visit5 min 18 sec
- DevicesDesktop 90% · Mobile 10%
Websites whose visitors overlap most with MarginEdge. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
toasttab.com | toasttab.com | 100% | #666 | – | |
| 7shifts.com | 87% | 2.5M | #19,573 | View details | |
| paytronix.com | 78% | 45.7K | #743,685 | View details | |
| restaurant365.com | 76% | 1.1M | #32,583 | View details | |
| marketman.com | 52% | 233.1K | #116,159 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for MarginEdge
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Enterprise Resource Planning
3 companies that operate in the same segment as MarginEdge (Enterprise Resource Planning) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based HR and financial software is delivered to enterprises. | 2005 | Pleasanton, California, United States | USD 352.3 M | USD 9.53 B | 21,000 | |
Cloud-based software for K-12 education is provided. | 1997 | Folsom, California, United States | USD 32 M | USD 47.59 M | 1,308 | |
Cloud-based ERP software is provided for automotive and manufacturing sectors. | 1972 | Austin, Texas, United States | USD 229.28 M | 834 |
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Related news about Marginedge
Complete news archive for MarginEdge
Full article history, source details, and older brand coverage require an active premium plan.
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- Older coverage
- Brand-specific news history
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Frequently Asked Questions about MarginEdge
MarginEdge was founded in 2015 and raised its 1st funding round 3 years after it was founded.
MarginEdge is headquartered in Arlington, United States. It is registered at Arlington, Virginia, United States.
Bo Davis is the CEO of MarginEdge, as recorded in our data. They have also founded this company.
MarginEdge is a funded company, having raised a total of $284.43M across 12 funding rounds to date. The company's 1st funding round was a Series A of $5M, raised on May 2018.
MarginEdge was founded in 2015 in Arlington, United States, as a SaaS provider in the restaurant management sector. Invoice management, product pricing, and paperless processing are handled, with integration to POS and accounting systems. Automated entries for payables and sales, real-time COGS reporting, inventory tracking, and online bill payments are supported. Theoretical food and beverage costs are calculated for operational efficiency.
MarginEdge has 21 investors. Key investors include Fiserv, IrishAngels, Ten Coves Capital, Derive Ventures, and Schooner Capital.
The website of MarginEdge receives about 158 thousand visits a month and ranks #179,113 among all websites worldwide.