The problem
Bankers and investors spend hours reading filings and data rooms to answer one question
What they do
AI agents (Matrix, Max) that read and analyze documents for finance teams
Traction ARR ~$50M (Sep 2026), from $13M at Series B
Hiring trend
- Open roles
- 22
- Ops roles
- 4
- Headcount
- ~185
Doubled headcount in 2026 (+100 hires) to ~180-190; 22 open roles
Hiring in
- New York
- San Francisco
- London
Funding
- Last round
- $130M
- Stage
- Series B
- Date
- Jul 2024
Led by Andreessen Horowitz
- Hiring+1.522 open roles on the live job board (10–29 roles = +1.5)
- Funding recency0Series B · $130M, Jul 2024 (27 months ago): over 24 months = 0
- Traction+1.5Strong growth: ARR ~$50M (Sep 2026), from $13M at Series B
- Red flags0None found in the last 24 months
- Total3.01.5 + 0 + 1.5 − 0 = 3.0 → Steady (1.5–3.49)
Distance (10K) is a separate read on how long the lead can last. It doesn't change the score.
Distance
10K · edge: hard to leave
ARR ~$50M, but frontier labs now sell finance agents directly to the same buyers.
Sources: Dealroom/The Information: Rogo, Hebbia revenue rises as Claude finance threat looms (Sep 2026) ↗
Last checked Oct 25, 2026