neo.tax

Mountain View, United States Founded: 2020 • Age: 6 yrs
Provider of AI software automating RD tax credit and software capitalization
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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.

  • Headquarter Mountain View, United States
  • Founders Stephen Yarbrough, Ahmad Ibrahim, Firas Abuzaid
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Neo.Tax
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $13 M (USD)

    in 2 rounds

  • Latest Funding Round
    $10 M (USD), Series A

    Feb 10, 2022

  • Investors
    Headline

    & 7 more

  • Employee Count
    Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Automates documentation for R&D tax credits and IRS compliance.

Integrates with engineering tools for real-time cost tracking.

People of neo.tax
Headcount 10-50
Employee Profiles 9
Employee Profiles
People
Taylor McGann
Engineering Manager
People
Cailen DSa
Chief Operating Officer
People
Yuya Fujimoto
Software Engineer
People
Firas Abuzaid
Co-Founder & CTO

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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
  • Total Rounds 2
  • Last Round Series A — $10.0M
  • First Round

    (30 Jun 2020)

  • Investors Count 8
Date Amount Transaction Name Valuation Lead Investors Investors
Feb, 2022 Amount Series A - neo.tax Valuation Headline
Jun, 2020 Amount Seed - neo.tax Valuation Uncork Capital , Floodgate
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Investments are made in early-stage tech startups across multiple sectors.
Founded Year Domain Location
Corporate backed venture capital fund investing in multiple sectors
Founded Year Domain Location
Early-stage startups are funded by Acrew Capital venture firm.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by neo.tax

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - neo.tax

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Neo.Tax Comparisons

Employees
+
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of engineering, manufacturing, and research and development services to industries
domain founded_year HQ Location
R&D tax credits management software for businesses
domain founded_year HQ Location
R&D tax credit management software is developed for businesses.
domain founded_year HQ Location
Tax management software is provided for automating business R&D expenses.
domain founded_year HQ Location
R&D tax credit solutions are provided for small businesses.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Neo.Tax

Frequently Asked Questions about neo.tax

When was neo.tax founded?

neo.tax was founded in 2020.

Where is neo.tax located?

neo.tax is headquartered in Mountain View, United States. It is registered at Mountain View, California, United States.

Who is the current CEO of neo.tax?

Stephen Yarbrough is the current CEO of neo.tax. They have also founded this company.

Is neo.tax a funded 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 30, 2020.

What does neo.tax do?

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.

Who are the top competitors of neo.tax?

neo.tax's top competitors include ARQUIMEA INGENIERIA, Claimer and Clarus R+D.

What products or services does neo.tax offer?

neo.tax offers R&D Tax Credit Tool and Software Capitalization Tool.

Who are neo.tax's investors?

neo.tax has 8 investors. Key investors include Headline, Google Ventures, Acrew Capital, Fin Capital, and Uncork Capital.

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