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CereTax

Alpharetta, GA · Founded 2020 · Privately Held (backing)

Developer of a tax automation platform designed to handle the challenges companies face with legacy services, from speed and scalability to dependability and throughput. CereTax is based in Alpharetta, GA and was founded in 2020. It was valued at $30 million at its later-stage round in Apr 2025, the last priced event on record. It has raised $26.9 million across 2 recorded rounds; the latest was a $7.9 million early-stage round in Apr 2025.

PMV mark · valuation
$30.0M
Oct 2026
Priced at
its later-stage round
Apr 2025
Total raised
$26.9M
Last round
Early Stage VC
Apr 2025

CereTax key facts

as of Oct 2026
  • Developer of a tax automation platform designed to handle the challenges companies face with legacy services, from speed and scalability to dependability and throughput.
  • CereTax is valued at approximately $30.0M as of Oct 2026, set at its later-stage round, Apr 2025; nothing has traded since, per PrivateMarketView’s mark.
  • It has raised $26.9M across 2 recorded rounds; the latest was Early Stage VC ($7.9M) in Apr 2025.
  • Notable investors include S3 Ventures, American Beta Corporation, Leaders Fund, PDK Partners, PartnerPay Systems — 6 tracked in total.
  • CereTax has filed 2 Form Ds with the SEC since 2024, most recently Apr 2025 ($7.9M sold to 8 investors).
  • Status: Privately Held (backing).
PrivateMarketView mark
LOW confidence
$30.0M

Valued at $30.0M at its later-stage round, Apr 2025. Nothing has traded since.

set by its last priced roundas of Oct 2026question about this number?
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CereTax funding rounds

2 rounds
Apr 2025Early Stage VC$7.9MSEC filing▮
Feb 2024Seed Round$3.9MSEC filing▮
Full funding history →

CereTax valuation

CereTax was valued at $30 million at its later-stage round in Apr 2025. That is the last priced event on record: no secondary trade or institutional fund mark has moved the figure since.

How much has CereTax raised?

CereTax has raised $26.9 million in total; 2 of its rounds are on record. The largest on record was a $7.9 million early-stage round in Apr 2025.

CereTax has filed 2 Form Ds with the SEC since 2024, most recently in Apr 2025 ($7.9 million sold to 8 investors).

CereTax investors

6 investors are on record for CereTax, including S3 Ventures, American Beta Corporation, Leaders Fund and PDK Partners. The early-stage round in Apr 2025 drew 8 investors.

About CereTax

Developer of a tax automation platform designed to handle the challenges companies face with legacy services, from speed and scalability to dependability and throughput. The company's platform collects and remits the correct sales taxes, avoids underpaying or overpaying taxes on purchases, tracks and reports advanced analytics, and provides support, enabling clients to grow their business, be audit-ready, and mitigate risk.

Sector
Information Technology
HQ
Alpharetta, GA, United States
Founded
2020
Employees
50
Ownership
Privately Held (backing)

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