Companies · Fintech

PocketSuiteWinter 2016Active

San Francisco · CA, USA; Remote · Fintech · founded 2015 · https://pocketsuite.io

Diligence memoA one-page analyst read on PocketSuite — recommendation, valuation, rhythm, risks.
Total raised · real
0
Rounds
Latest step-up
Top 35%
Sector rank · raised
Latest stage · inferred

PocketSuite: limited disclosed financing to assess.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Where it sits in Fintech

PocketSuite is one of 1063 Fintech companies tracked from San Francisco, CA, USA; Remote, on record since 2015. By capital raised it ranks mid-pack (ahead of 66% of sector peers), and mid-pack by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%

operates a technology-led product inferred from public copy

Grounded in: “You are a venture analyst

All-In-One Business Operating System by PocketSuite

PocketSuite is the all-in-one platform built for service businesses. From bookings and payments to client communication and beyond, we help owners and managers simplify their business and focus on what they do best. For more than a decade, thousands of independent professionals, small businesses, and multi-location brands have trusted PocketSuite to power their service businesses and serve hundreds of thousands of clients. We’re proud to support a diverse community of entrepreneurs at every stage of their journey. PocketSuite empowers the U.S. market of 20 million service businesses, generating $1 billion in sales with a desktop and mobile cloud solution for running their business. Thousands of businesses run on PocketSuite. Over 600,000 clients book, pay, and communicate with their service providers on PocketSuite today, and we're growing fast.

MessagingOperationsPaymentsSaaSSchedulingfintech
Find PocketSuite online

As reported in public records reported — not modeled.

US
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

No round amounts on record to chart.

Financing ladder & sequence gaps

No staged rounds to sequence.

Modeled valuation trajectory
Base estimate est.
Conservative case
Upside case
Modeled post-money

Round size and date are reported; the stage label is inferred from round size. Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Financing rhythm
Avg between rounds
Capital velocity
On record since
First round
0
Rounds on file
How it compares to the market

Benchmarked against 1063 companies in Fintech. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages)
This company
Sector median$4.3M
Modeled value — vs sector median (estimate, all stages)
This company
Sector median$45.0M

Raised more than 66% of sector peers (real $). Modeled value above 66% of peers (estimate).

Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
No rounds recorded.
Intelligence
Modeled next raise
Modeled next size est.
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Registry & provenance

PocketSuite is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
1stCollabFintechsame sector
2WB TRADING ASFintechsame sector
AbacusFintechsame sector
Absa BankFintechsame sector
AccendFintechsame sector
Accept.inc (formerly BoardRE)Fintechsame sector
AerFintechsame sector
AffinityFintechsame sector
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
ServiceTitan, Inc.
Our all-in-one software is built for home and commercial contractors to keep all their service visits and construction projects running smoothly.
ComputersSeries D+$314.8M75%
OpenUnit
Software for managing self-storage facilities.
Fintech75%
Atlas
Modern spend management & concierge.
Fintech75%
SkuSuite, Inc.Business ServicesPre-Seed$31.6M74%
Podium Corporation, Inc.
Get more leads. Make more money.
FintechSeries C$2.0B74%
Vendora
All-in-One Software for the $1T Grocery Industry
Fintech73%
MSUITE CorpOther TechnologySeed$130.1M73%
OneHubPOS Solutions IncOther TechnologySeed$14.1M73%
Frequently asked
What does PocketSuite do and where is it based?
PocketSuite operates in the Fintech sector, based in San Francisco, CA, USA; Remote. All-In-One Business Operating System by PocketSuite
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