Pilot

Pilot

Financial services for startups and small businesses

About

Pilot provides financial services tailored for startups and small businesses, helping them manage their financial tasks such as bookkeeping, tax preparation, and CFO services. By outsourcing these functions to Pilot, businesses can focus on growth while ensuring their finances are handled accurately by professionals. The company operates on a subscription-based model, where clients pay a recurring fee for access to a team of finance experts, allowing for predictable costs in financial management. Unlike many competitors, Pilot specifically targets the unique needs of startups and small businesses, offering a range of services that scale with the client's size and requirements. With significant funding from notable investors, Pilot aims to continually enhance its offerings and expand its reach in the financial services market.

Company Stage

Series C

Employees

201-500

Industries

Fintech, Financial Services

Total Funding

$154M

Headquarters

N/A

Founded

2016


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Simplify's Take

What believers are saying

  • Pilot's comprehensive service offerings, from bookkeeping to CFO-level advice, make it a one-stop-shop for financial management needs.
  • The company's strong financial backing allows for continuous improvement and expansion, ensuring long-term growth and stability.
  • Clients benefit from professional and accurate financial management, freeing them to focus on business growth.

What critics are saying

  • The competitive landscape in financial services is intense, requiring Pilot to continuously innovate to maintain its edge.
  • Reliance on a subscription model means that customer retention is crucial; losing clients could significantly impact revenue.

What makes Pilot unique

  • Pilot focuses exclusively on startups and small businesses, unlike many financial service providers who target a broader market.
  • Their subscription-based model offers predictable costs for clients, which is particularly appealing for startups with limited budgets.
  • Significant backing from high-profile investors like Sequoia and Stripe provides Pilot with the financial stability to continually enhance its services.

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Growth & Insights
Headcount

6 month growth

-7%

1 year growth

-10%

2 year growth

-20%

Benefits

We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers

The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).

Flexible vacation/time-off policy

All federal holidays are observed

Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway

Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks

401(k) plan

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