Key facts
- It has raised $5.0M; the latest was PE Growth/Expansion in Mar 2026.
- Notable investors include IRIS Software Group, Skylark Private Equity Partners.
- Status: Privately Held (backing).
- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Instead
- ·The full record, as it builds
Funding rounds
No funding rounds for Instead are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Instead
Developer of artificial intelligence-powered tax management software intended to serve businesses, accountants and individuals. The company's software specializes in identifying tax strategies, analyzing tax returns, automating documentation generation, enabling tax credit and deduction identification, facilitating tax planning and reporting, thereby enabling clients with maximized tax savings, improved efficiency and streamlined tax processes.
- Sector
- Information Technology
- HQ
- San Francisco, CA, United States
- Founded
- 2023
- Employees
- 44
- Website
- instead.com/
- Ownership
- Privately Held (backing)
Instead 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 Instead 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 Instead in its N-PORT filings yet. We sweep new filings monthly.