Completed
Closed. Excited to have partners who've actually run small businesses on the cap table.
LedgerlyThis project has been verified
Cash-flow forecasting for small businesses that actually understands seasonality.
$600,000 raised so far, confirmed by both parties (100%)
Details
- Category
- Fintech
- IP type
- Software
- Stage
- Revenue
- Ask type
- Fixed amount
- Listed
- Sep 16, 2026
- Views
- 4
Description
Ledgerly connects to a small business's bank accounts, invoicing, and payroll, then forecasts cash flow 13 weeks out with enough accuracy that owners can plan hiring and inventory around it, not just react after the fact. Over 4,000 small businesses use it today.
Problem
Most small businesses fail from running out of cash, not from running out of customers, and generic accounting software tells you where you've been, not where you're headed.
Solution
A forecasting model trained specifically on small-business transaction patterns (seasonality, payment-term drift, payroll cycles) rather than a generic time-series model.
Target market
Small business owners with $200K-$5M in annual revenue, sold direct and through accounting-firm partners.
Business model
Monthly SaaS subscription, tiered by connected account count, plus a referral fee from partner accounting firms.
Investments
Carlos Mendez invested $350,000
9% equity
Helena Voss invested $250,000
6% equity
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Discussion (2)
Carlos Mendez
The 13-week forecast accuracy on real seasonal businesses is what sold me. Most tools in this space fake it with a straight-line projection.
Diego Fernandez
Wish this existed when I was running my first company. Congrats on the close.