Comulate

Financial Software · San Francisco, CA · Founded 2022 · Privately Held (backing)

Developer of a broker revenue platform designed to unlock efficient movement and management of money across the insurance industry. Comulate is based in San Francisco, CA and was founded in 2022. It was valued at $223 million at its early-stage round in Feb 2025, the last priced event on record. It has raised $25 million across 2 recorded rounds; the latest was a $20 million Series B1 in Feb 2025.

PMV mark · valuation
$223.0M
Oct 2026
Priced at
its early-stage round
Feb 2025
Total raised
$25.0M
Last round
Early Stage VC (Series B1)
Feb 2025

Comulate key facts

as of Oct 2026
  • Developer of a broker revenue platform designed to unlock efficient movement and management of money across the insurance industry.
  • Comulate is valued at approximately $223.0M as of Oct 2026, set at its early-stage round, Feb 2025; nothing has traded since, per PrivateMarketView’s mark.
  • It has raised $25.0M across 2 recorded rounds; the latest was Early Stage VC (Series B1) ($20.0M) in Feb 2025.
  • Notable investors include Spark Capital, Flybridge (New York), BOND Capital (San Francisco), BrokerTech Ventures, Kearny Jackson — 14 tracked in total.
  • Status: Privately Held (backing).
PrivateMarketView mark
LOW confidence
$223.0M

Valued at $223.0M at its early-stage round, Feb 2025. Nothing has traded since.

set by its last priced roundas of Oct 2026question about this number?
Free account
More of Comulate with a free account
  • ·The complete investor list: 14 names
  • ·Watch Comulate: the Monday email on marks, rounds and moves
Create free account
No card required

Membership and data by Private Market View

Comulate funding rounds

2 rounds
Feb 2025Early Stage VC (Series B1)$20.0M▮
Dec 2024Early Stage VC (Series B)$5.0M▮

Comulate leadership

Comulate valuation

Comulate was valued at $223 million at its early-stage round in Feb 2025. That is the last priced event on record: no secondary trade or institutional fund mark has moved the figure since.

How much has Comulate raised?

Comulate has raised $25 million across 2 recorded rounds since 2024. The largest was a $5 million Series B in Dec 2024; the most recent was a $20 million Series B1 in Feb 2025.

Comulate investors

14 investors are on record for Comulate, including Spark Capital, Flybridge (New York), BOND Capital (San Francisco) and BrokerTech Ventures. By type, the record holds 6 venture capital firms and 1 private investor. The Series B1 in Feb 2025 drew 7 investors.

Who runs Comulate

2 people are listed on the Comulate team: 2 executives, including Jordan Katz (Co-Founder) and Michael Mattheakis (Co-Founder). 2 of them have a verified direct contact on file.

Comparable companies

Comparable financial software names by valuation on PrivateMarketView: Upvest (Financial Software) ($235 million), Easebuzz ($220 million) and Method Financial ($218 million).

About Comulate

Developer of a broker revenue platform designed to unlock efficient movement and management of money across the insurance industry. The company's platform aims to reduce costs by automating direct bill workflows and increase revenue by automatically identifying missing commissions and building revenue software that captures more revenue, providing brokers with revenue automation and intelligence.

Industry
Financial Software
Sector
Information Technology
HQ
San Francisco, CA, United States
Founded
2022
Employees
33
Ownership
Privately Held (backing)

Is this your company? Sign in with your work email to keep it current, or tell us what's wrong.