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Company profile: CapitalOS

1.1 - Company Overview

CapitalOS Logo

CapitalOS

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of embedded spend management infrastructure for B2B platforms, offering building blocks to launch quickly, including credit underwriting, working capital, risk and fraud management, compliance and licensing, card management and spend controls, embeddable UI, and white-labeled APIs for integration.

Products and services

  • Embedded Spend Management Infrastructure: A modular platform that architects credit underwriting, working capital provision, spend controls integration, risk handling, and embeddable UI with powerful APIs, enabling B2B platforms to launch within days
  • Credit Underwriting: Revenue-based underwriting that delivers credit lines to businesses on-platform without credit checks, setting limits strictly based on business revenues
  • White-labeled UX & APIs: API-first components that offer card management and granular spend controls integrated into clients’ apps, supporting customization to match brand identity through embeddable UI

Key contacts

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Financial details

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1.2 - Competitors and similar companies to CapitalOS

insightsoftware Logo

insightsoftware

HQ: United States Website
  • Description: Provider of comprehensive solutions for the Office of the CFO, offering software for financial reporting, budgeting and planning, operational reporting, data automation, financial close and consolidation, and tax management, enabling accurate, compliant, and timely insights across FP&A, accounting, and operations.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full insightsoftware company profile →
ISI Logo

ISI

HQ: United States Website
  • Description: Provider of Unified Communications management solutions, software, and consulting to measure, analyze, and optimize usage, content, and expenses. Offerings include ISI Queue Analytics for call queue performance across Cisco, Webex, and Microsoft Teams; Infortel Select CDR reporting and UC analytics for Cisco, Webex Calling, Microsoft Teams, and Avaya; call accounting & cost allocation; and call data compliance.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full ISI company profile →
ProOnGo Logo

ProOnGo

HQ: United States Website
  • Description: Provider of an expense solution for small businesses to record and approve employee expenses anytime, anywhere, from any device.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full ProOnGo company profile →
DadeSystems Logo

DadeSystems

HQ: United States Website
  • Description: Provider of SaaS cash application and accounts receivable automation solutions that fully automate invoice-to-cash and payment processing across channels. Offerings include Collaborative AR for AR task automation and customer collaboration, AI-driven Cash Application to match and apply payments, ERP Payments integrating with ERP systems, and secure Payments Processing with client onboarding.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full DadeSystems company profile →
Symbrio Logo

Symbrio

HQ: Sweden Website
  • Description: Provider of invoice management and cloud-based purchasing systems for the construction and installation industries.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Symbrio company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for CapitalOS

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to CapitalOS

2.2 - Growth funds investing in similar companies to CapitalOS

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4 - Top valuation comps for CapitalOS

4.2 - Public trading comparable groups for CapitalOS

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4.3 - M&A Transactions similar to CapitalOS

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About CapitalOS

What does CapitalOS do?

CapitalOS is a provider of embedded spend management infrastructure for B2B platforms, offering building blocks to launch quickly, including credit underwriting, working capital, risk and fraud management, compliance and licensing, card management and spend controls, embeddable UI, and white-labeled APIs for integration.

Who are CapitalOS's competitors?

CapitalOS's competitors and similar companies include insightsoftware, ISI, ProOnGo, DadeSystems, and Symbrio.

Where is CapitalOS headquartered?

CapitalOS is headquartered in United States.

How many employees does CapitalOS have?

CapitalOS has 1,000 employees 🔒.

When was CapitalOS founded?

CapitalOS was founded in 2010 🔒.

What sector and industry vertical is CapitalOS in?

CapitalOS is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for CapitalOS

Who are the top strategic acquirers in CapitalOS's sector and industry

Top strategic M&A buyers and acquirers in CapitalOS's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for CapitalOS?

Top strategic M&A buyers groups and sectors for CapitalOS include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in CapitalOS's sector and industry vertical

Which are the top PE firms investing in CapitalOS's sector and industry vertical?

Top PE firms investing in CapitalOS's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in CapitalOS's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in CapitalOS's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in CapitalOS's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to CapitalOS include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in CapitalOS's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for CapitalOS?

The key public trading comparables and valuation benchmarks for CapitalOS include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for CapitalOS for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for CapitalOS with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in CapitalOS's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for CapitalOS with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in CapitalOS's' sector and industry vertical?

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