About neo.tax
neo.tax is a company based in Mountain View (United States) founded in 2020 by Stephen Yarbrough, Ahmad Ibrahim, and Firas Abuzaid. neo.tax has raised $13 million across 2 funding rounds from investors including Headline, Google Ventures and Acrew Capital. neo.tax offers products and services including R&D Tax Credit Tool and Software Capitalization Tool. neo.tax operates in a competitive market with competitors including ARQUIMEA INGENIERIA, Claimer, Clarus R+D, Mogara and TaxTaker, among others.
- Total Equity Funding$13M (USD)
in 2 rounds
- Latest Funding Round$10M (USD), Series A
Feb 2022
- InvestorsHeadline
& 7 more
Products & Services of neo.tax
neo.tax offers a comprehensive portfolio of products and services, including R&D Tax Credit Tool and Software Capitalization Tool.
Automates documentation for R&D tax credits and IRS compliance.
Integrates with engineering tools for real-time cost tracking.
Apps and channels of neo.tax
its YouTube channel NeoTax has 13 subscribers and 6 videos.
Videos from neo.tax
The most watched videos on neo.tax's YouTube channel, NeoTax (13 subscribers). Click a video to play it here.
More on NeoTax.
Funding Insights of neo.tax
neo.tax has successfully raised a total of $13M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $10 million completed in February 2022. 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 $13M
- Total Rounds 2
- Last Round Series A — $10M
- First Round $3M
(Jun 2020)
- Investors Count 8
All 2 funding rounds of neo.tax 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 |
|---|---|---|---|---|---|
| Feb 2022 | $10M | Series A | – | Headline | |
| Jun 2020 | $3M | Seed | – | Uncork Capital, Floodgate | – |
8 investors in total: 8 institutional.
Investors in neo.tax
neo.tax has secured backing from 8 investors, including venture fund investors. Prominent investors backing the company include Headline, Google Ventures and Acrew Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments are made in early-stage tech startups across multiple sectors. | – | headline.com | San Francisco, United States | |
Corporate backed venture capital fund investing in multiple sectors | – | gv.com | Mountain View, United States | |
Early-stage startups are funded by Acrew Capital venture firm. | – | acrewcapital.com | Palo Alto, United States | |
Venture capital firm focused on fintech and B2B SaaS companies | – | fin.capital | San Francisco, United States | |
Venture capital is invested in multiple sectors by Uncork Capital. | – | uncorkcapital.com | Palo Alto, United States | |
Venture capital fund focused on seed-stage investment in multiple sectors | – | liquid2.vc | San Francisco, United States | |
Seed and early-stage technology companies are funded by Lux Capital. | – | luxcapital.com | Menlo Park, United States | |
Early-stage investments are focused on by Floodgate in US startups. | – | floodgate.com | Menlo Park, United States |
Investor details for neo.tax
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 neo.tax
10 people are tracked at neo.tax (4 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Stephen Yarbrough | Co-Founder & CEO & Chief Tax Officer | Leadership |
Ahmad Ibrahim | Co-Founder & CEO | Leadership |
Firas Abuzaid | Co-Founder & CTO | Leadership |
Cailen DSa | Chief Operating Officer | Leadership |
Taylor McGann | Engineering Manager | Team |
Yuya Fujimoto | Software Engineer | Team |
Gareth Ivatt | Principal Engineer | Team |
Miguel Hernandez | Tech Lead | Team |
Forrest Brown | Product Lead | Team |
Mehmet Seflek | Data Science Lead | Team |
Complete people profiles for neo.tax
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
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Verified entity values are shown only after access is granted.
Timeline of neo.tax
3 dated milestones of neo.tax across 2 years, from founding to its latest funding, stage changes and deals.
- Founded neo.tax is founded.
- Funding First funding round of $3.0M.
- Funding Latest funding round, Series A, of $10.0M.
Competitors of neo.tax
neo.tax operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as ARQUIMEA INGENIERIA, Claimer, Clarus R+D, Mogara and TaxTaker, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| arquimea.com | 2005 | Madrid, Spain | – | – | Provider of engineering, manufacturing, and research and development services to industries | |
| claimer.com | 2018 | Croydon, United Kingdom | $4.2M | 13 | R&D tax credits management software for businesses | |
| clarusrd.com | 2016 | Columbus, United States | – | 31 | R&D tax credit management software is developed for businesses. | |
| mogara.com | 2022 | San Francisco, United States | $500,000 | – | Tax management software is provided for automating business R&D expenses. | |
| taxtaker.com | 2018 | Austin, United States | – | 6 | R&D tax credit solutions are provided for small businesses. | |
| sprx.tax | 2020 | Wilmington, United States | $500,000 | – | R&D tax credit solutions are delivered through software for businesses. | |
| stentam.com | 2020 | Phoenix, United States | – | – | Provides tax credits, compliance services, and technology for businesses across sectors. | |
| empowerrd.com | 2017 | London, United Kingdom | – | 25 | R&D tax credit claims solution |
Detailed competitors of neo.tax
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 neo.tax
The website of neo.tax (neo.tax) receives about 4.9K visits a month.
- Monthly visits4.9K
▲ 0.7% vs previous month
Websites whose visitors overlap most with neo.tax. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
taxrobot.com | taxrobot.com | 100% | – | #2,977,095 | – |
| clarusrd.com | 95% | 2.4K | #6,865,834 | View details | |
| sourceadvisors.com | 92% | 8.6K | #2,720,099 | View details |
Latest news on Neo.Tax
Complete news archive for neo.tax
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to neo.tax
10 companies that operate in the same segment as neo.tax (Finance & Accounting Applications), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 2,360 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 | |
Spend management and accounts payable solutions are delivered to businesses. | 2019 | New York, New York, United States | USD 3.21 B | – | – | |
Business spends, payments, and rewards are streamlined by automated workflows. | 2011 | Hyderabad, Telangana, India | USD 13.75 M | USD 149.43 M | 431 | |
SaaS-driven credit card and spend management solutions platform for businesses | 2017 | Draper, Utah, United States | USD 1.16 B | – | 1 | |
Subscription-based online banking is offered to SMEs and freelancers. | 2017 | Paris, France | USD 717.15 M | – | – | |
Cloud-based ERP software is provided for business management across segments. | 1996 | Oslo, Oslo, Norway | USD 198.09 M | – | – | |
Payflow is recognized as a financial wellness application for employees. | 2020 | Alcobendas, Comunidad De Madrid, Spain | USD 58.23 M | – | – | |
Cloud-based HR and payroll solutions are offered for small businesses. | 2012 | San Francisco, California, United States | USD 718.35 M | – | – |
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Frequently Asked Questions about neo.tax
neo.tax was founded in 2020.
neo.tax is headquartered in Mountain View, United States. It is registered at Mountain View, California, United States.
Stephen Yarbrough is the current CEO of neo.tax. They have also founded this company.
neo.tax is a funded company, having raised a total of $13M across 2 funding rounds to date. The company's 1st funding round was a Seed of $3M, raised on Jun 2020.
neo.tax was founded in 2020 and is headquartered in Mountain View, United States. AI-driven software is offered in the tax compliance sector to automate RD tax credit processes and software capitalization. Integration with engineering tools is utilized to streamline financial reporting. Data from engineering systems is leveraged for accuracy, while traceable outputs are generated to support transparency and review.
neo.tax's top competitors include ARQUIMEA INGENIERIA, Claimer and Clarus R+D.
neo.tax offers R&D Tax Credit Tool and Software Capitalization Tool.
neo.tax has 8 investors. Key investors include Headline, Google Ventures, Acrew Capital, Fin Capital, and Uncork Capital.
neo.tax operates through Neo.Tax.