About Pilot
Pilot is a Technology company based in San Francisco (United States) founded in 2017 by Jeff Arnold, Jessica McKellar, and Waseem Daher. Bookkeeping services are provided for small and medium-sized businesses. It operates on a Professional Services and Subscription Services model. Pilot has raised $221.94 million across 6 funding rounds from investors including Stripe, EQUIAM and Whale Rock Capital Management. The company has 437 employees. Pilot was last valued at $1.2 billion in June 2025. Its chief executive, as recorded, is Waseem Daher. Its website pilot.com draws about 162 thousand monthly visits. Pilot offers products and services including Bookkeeping, Tax Preparation, CFO Services, and R&D Credit. Its focus areas include Financials, Accounting & Bookkeeping and Business Accounting Services. Its legal entity is Pilot.com, Inc. Its competitors include FastSpring, inDinero and Consero Global; 2 of its 3 listed competitors have raised funding.
Company details
Pilot is engaged in delivering comprehensive back-office services, including bookkeeping, tax preparation, and CFO advisory for startups and small businesses. Services are provided across various industries such as consumer goods, retail, health, medtech, and professional services. Financial solutions are tailored to support early-stage compliance, growth acceleration, and operational efficiency. A combination of smart tools and expert guidance is utilized to offer real-time insights and strategic planning. Support is extended to businesses at every stage, addressing challenges like cash flow management, hiring decisions, and exit planning.
- Total Equity Funding$221.94M (USD)
in 6 rounds
- Latest Funding Round$100M (USD), Series C
Mar 2021
- InvestorsStripe
& 18 more
- Employee Count437
Products & Services of Pilot
Pilot offers a comprehensive portfolio of products and services, including Bookkeeping, Tax Preparation, CFO Services, and R&D Credit.
Bookkeeping services are provided for accurate financial records.
Tax preparation is tailored for startups and businesses.
CFO services are offered for strategic financial guidance.
R&D credit services are provided to maximize savings.
Funding Insights of Pilot
Pilot has successfully raised a total of $221.94M across 6 strategic funding rounds. The most recent funding activity was a Series C round of $100 million completed in March 2021. 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 $221.94M
- Total Rounds 6
- Last Round Series C — $100M
- First Round $3.3M
(Jan 2017)
- Investors Count 19
All 6 funding rounds of Pilot 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 |
|---|---|---|---|---|---|
| Mar 2021 | $100M | Series C | $1.2B | Whale Rock Capital Management, Bezos Expeditions | |
| Jan 2021 | $60.64M | Series C | – | Sequoia Capital | |
| Jul 2020 | $3M | Series B | – | – | – |
| Apr 2019 | $40M | Series B | – | Index Ventures | |
| Mar 2018 | $15M | Series A | – | Index Ventures | – |
| Jan 2017 | $3.3M | Seed | – | – | – |
| Date | Valuation | Stage |
|---|---|---|
| Mar 2021 | $1.2B | •••••••• |
Last known valuation $1.2B (Jun 2025). 19 investors in total: 18 institutional and 1 angel.
Investors in Pilot
Pilot has secured backing from 19 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include Stripe, EQUIAM and Whale Rock Capital Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management and philanthropic ventures linked to Bezos Expeditions. | bezosexpeditions.com | |||
Sequoia Capital is engaged in venture capital investments. | 1972 | sequoiacap.com | ||
Venture capital investments in technology startups and entrepreneurs. | indexventures.com | |||
Seed and early-stage startups are invested in by Authentic Ventures. | authentic-ventures.com | Oakland, United States | ||
Early-stage investments are provided to transformative technology companies. | svangel.com | San Francisco, United States | ||
Venture capital investments and acceleration are provided across multiple sectors. | madica.vc | |||
Venture capital investments are directed toward entrepreneurs by ASDF Ventures. | asdfventures.com | San Francisco, United States | ||
Growth-stage tech startups are invested in by Akkadian Ventures. | akkadian.vc | San Francisco, United States | ||
Investment management firm focusing on venture capital and direct secondary transactions | founderscircle.com | Campbell, United States | ||
Growth-stage tech investments are targeted in the US and Japan. | geodesiccap.com | Foster City, United States |
Investor details for Pilot
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 Pilot
111 people are tracked at Pilot (25 in leadership, 86 in team); the tracked headcount is 437.
| Name | Role | Group |
|---|---|---|
Jeff Arnold | Co-Founder & COO | Leadership |
Jessica McKellar | Co-Founder & CTO | Leadership |
Waseem Daher | Co-Founder & CEO | Leadership |
Allie Nolan | Vp, Customer Operations | Leadership |
Allison Kaptur | Head Of Engineering | Leadership |
Pauline Chan | Principal & Team Lead - CFO Services | Leadership |
Seung Ham | Head Of Data | Leadership |
Aaron Jacobson | Finance & Strategy (cfo Services) | Leadership |
Yi Jean Lim | Director Of Strategy, Strategic Verticals | Leadership |
Julian Ng | Senior Manager, Finance & Strategy (cfo Services) | Leadership |
Lance Gonzalez | VP Of Sales | Leadership |
Ashley Schagrin | Senior Director & Chief Of Staff To The CEO | Leadership |
Cole Levin | General Manager, Head Of Consulting Services | Leadership |
Amol Singhal | Senior Manager, Finance And Strategy (cfo Services) | Leadership |
Han Shi | General Manager Of Tax And R&d Credits | Leadership |
Jae Hyun Moon | General Manager, Head Of CFO Services | Leadership |
Francisco Arocha | Manager - CFO Services | Leadership |
Justin Wiguna | Head Of Product, SMB | Leadership |
Summer Pu | Finance & Strategy (cfo Services) | Leadership |
Marlena Jones | Head Of Customer Success | Leadership |
91 more people are available in the full profile.
Complete people profiles for Pilot
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Timeline of Pilot
4 dated milestones of Pilot across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Pilot is founded.
- Funding First funding round of $3.3M.
- Funding Latest funding round, Series C, of $100.0M.
- Milestone Reaches Unicorn status.
Competitors of Pilot
Pilot has 3 listed competitors in our database, 2 of them funded. They include FastSpring, inDinero and Consero Global.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fastspring.com | 2005 | Santa Barbara, United States | 94 | Cloud-based subscription management and tax collection solutions are provided. | ||
| indinero.com | 2009 | San Francisco, United States | $12.82M | 53 | Financial Management Software with Services for SMBs | |
| conseroglobal.com | 2006 | Austin, United States | $55M | 12 | Online financial management and accounting services are offered to businesses. |
Detailed competitors of Pilot
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 Pilot
The website of Pilot (pilot.com) receives about 161.8K visits a month.
- Monthly visits161.8K
▲ 14.9% vs previous month
Websites whose visitors overlap most with Pilot. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| calendly.com | 100% | 40.1M | #1,297 | View details | |
| notion.so | 100% | 178.3M | #160 | View details | |
| figma.com | 98% | 84.7M | #221 | View details | |
| digits.com | 94% | 77.3K | #334,581 | View details | |
| mercury.com | 93% | 3.3M | #14,256 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Pilot
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Finance & Accounting Applications
3 companies that operate in the same segment as Pilot (Finance & Accounting Applications) in United States, 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 | 3,108 | |
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 |
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Related news about Pilot
Complete news archive for Pilot
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Frequently Asked Questions about Pilot
Pilot was founded in 2017.
Pilot is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Waseem Daher is the CEO of Pilot, as recorded in our data. They have also founded this company.
Pilot is a funded company, having raised a total of $221.94M across 6 funding rounds to date. The company's 1st funding round was a Seed of $3.3M, raised on Jan 2017.
Pilot has 437 employees.
Pilot is engaged in delivering comprehensive back-office services, including bookkeeping, tax preparation, and CFO advisory for startups and small businesses. Services are provided across various industries such as consumer goods, retail, health, medtech, and professional services. Financial solutions are tailored to support early-stage compliance, growth acceleration, and operational efficiency. A combination of smart tools and expert guidance is utilized to offer real-time insights and strategic planning. Support is extended to businesses at every stage, addressing challenges like cash flow management, hiring decisions, and exit planning.
Pilot's top competitors include FastSpring, Consero Global and inDinero.
Pilot offers Bookkeeping, Tax Preparation, CFO Services, and R&D Credit.
Pilot has 19 investors. Key investors include Stripe, EQUIAM, Whale Rock Capital Management, Bezos Expeditions, and Sequoia Capital.
The valuation of Pilot is $1.2B as of Jun 2025.
Pilot operates through Pilot.Com, Inc..
The website of Pilot receives about 162 thousand visits a month.