Key facts
- Notable investors include Fifth Star Funds, Tach Ignite.
- Status: Privately Held (backing).
Investors
2- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Sweet ( Financial Software)
- ·The full record, as it builds
Funding rounds
No funding rounds for Sweet ( Financial Software) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Sweet ( Financial Software)
Developer of a tax-based software designed to collect client docs, build binders, fill workpapers, and enter data into tax software. The company's platform offers artificial intelligence-backed automated data entry, domain-specific models trained for tax, and streamlined agentic tax workflows, enabling clients to simplify tax compliance, increase capacity, and focus on strategic work.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2023
- Website
- verysweet.co/
- Ownership
- Privately Held (backing)
Sweet ( Financial Software) 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 Sweet ( Financial Software) 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 Sweet ( Financial Software) in its N-PORT filings yet. We sweep new filings monthly.