Key facts
- Heron Data’s last known valuation is $147.0M (Jul 2025).
- It has raised $30.0M; the latest was Later Stage VC ($23.4M) in Jul 2025.
- Notable investors include Y Combinator, Insight Partners (New York), BoxGroup, Flex Capital, Olima Ventures — 10 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 10 names
- ·Watchlist + deal alerts for Heron Data
- ·The full record, as it builds
Funding rounds
No funding rounds for Heron Data are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Heron Data
Developer of a document intelligence software designed to automate document-heavy workflows and evaluate the financial health of businesses. The company's software automates document intake, data extraction, syncs structured data directly to customer relationship management platforms, digitizes portable document format and bank statements, or ingests open banking data to automate risk metrics calculations and support customers in making better and faster underwriting decisions, enabling lenders to leverage bank transaction data for underwriting decisions.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2020
- Employees
- 29
- Website
- herondata.io/
- Ownership
- Privately Held (backing)
Heron Data doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Heron Data shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Heron Data in its N-PORT filings yet. We sweep new filings monthly.