geniosAI funding, valuation and investors

San Jose–based geniosAI emerged from stealth on November 9, 2026 announcing $19.1 million of financing across its seed and Series A rounds combined. Financial-data provider FactSet led the Series A as a strategic investor, alongside investors Zoom and General Catalyst. Neither the seed amount nor the Series A amount was individually disclosed; the $19.1 million is an aggregate, not a standalone Series A size.

No valuation, pre/post-money terms, founder shareholding, exact closing dates or other prior rounds were disclosed. Co-founder and CEO is Prabhdeep (PD) Singh.

The financial-intelligence platform targets the office of the CFO, investment banks, venture funds and buy-side/sell-side investment teams. Its premise is not merely to summarize a spreadsheet or draft a deck: it stores the provenance of numerical claims, how calculations and assumptions were adjusted, which source each figure came from, and what human reviewers accepted.

The company describes a financial ontology and multi-agent architecture, including quick narrow agents and more deliberative research/review roles, but independent performance benchmarks were not provided.

Illustrative first-visit / quarter-close buyer workflow based on the official product site, not hands-on testing: (1) a controller or analyst requests an updated adjusted-EBITDA bridge or model; (2) the system ingests existing financial statements, general ledger and earlier reviewed assumptions; (3) agents calculate peer comparisons, reconcile inputs and cite exact documents/lines; (4) ambiguous entities, missing data and alternative adjustments are sent to a human reviewer; (5) a traceable version of the memo or deck is produced; (6) next quarter's work reuses approved source lineage and assumptions rather than restarting.

The website's adjusted-EBITDA example is an interface demonstration with hypothetical numbers, not the company's earnings or a verified customer result.

FactSet says it will bring its financial data together with geniosAI's platform. Zoom describes supporting decision workflows tied to conversations, but implementation specifics, access restrictions and integration maturity were not independently established.

The company says financial teams at Fortune 500 banks and technology businesses use the product for earnings preparation, without publicly naming a particular paying client, licensing fee, retention rate or independently measured time saving. Logos grouped on the home page are labeled the team's collective experience, not a customer roster.

Pricing is enterprise consultation/quote request, not a verified flat rate; annual recurring revenue and margins are not disclosed.

Alternatives include FactSet's own terminals/workflows, AlphaSense for search-heavy investment research, Rogo and other finance-specific AI assistants for research and spreadsheet/deck support, and manual analyst teams using Excel/BI systems. The test for an institutional buyer is numerical reconciliation, governance and auditable approval history—not simply answer speed.

Risks include data access, quality and licensing; model errors; access controls; accounting-policy differences; and whether trails are exportable if the vendor is replaced.

Sources: original company November 9 announcement https://geniosai.co/press/ ; official demonstration https://geniosai.co/ ; independent contemporaneous reporting https://dealroom.co/news/170853-geniosai-raises-19-1m-for-ai-financial-analysis-backed-by-factset-and-zo/ .