Neotax
formerly Neo.TaxNeotax is a fintech company in Mountain View, United States, founded in 2019. It has raised $10.0M across 2 rounds, most recently a $10.0M Series A in February 2022.
AI does the work. You get the credit.
- Headquarters
- Mountain View, California
- Employees
- 11–50
- Founded
- 2019
- Business Model
- B2B
- Website
- neo.tax
- Total Funding
- $10.0M
- Last Round
- $10.0M Series AFeb 2022
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 8 investors for this company. The full record is or through the API.
About
Neo.Tax is a Mountain View, California-based AI platform founded in 2019 that automates R&D tax credit claims and ASC 350-40 software capitalization for enterprises, eliminating the manual surveys, interviews, and costly external advisors traditionally required. Six specialized AI agents run continuously over a company's engineering data — including Jira tickets, payroll, GitHub, and org structure — to produce audit-ready R&D tax credit studies, software capitalization reports, and §174 R&D cap outputs. The platform is SOC 2 Type II certified and trusted by enterprise tax teams at companies like Mercury and Red Ventures.
Summary
It lists 11–50 employees. It has raised $10.0M in total across 2 rounds, most recently a $10.0M Series A round in Feb 2022. Investors include Infinity Ventures, GV and Acrew Capital.
Tech & App Stack
9 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Feb 2022
Sign up to see all 2 events
Funding: Seed through Series A. Amounts, valuations, and investors where available.
Investors
Similar Companies
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artifi...
Databricks provides a unified data and AI platform that helps enterprises build and run applicati...
Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...
ByteDance is a Chinese technology company that utilizes AI to distribute content based on users' ...
Appears in
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/neotax"><img src="https://indexed.vc/api/badge/company/neotax" alt="Neotax on Indexed.vc" width="260" height="76" /></a>