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Total amount raised
$125M
Latest funding date
2026-02-02
Location
Fieldguide has successfully raised funds through four distinct funding rounds, with notable investors such as KPMG and 8VC backing the company. The latest funding was secured in a Corporate Round, contributing to the company's growth in the AI-powered audit and advisory sector.
What Is Fieldguide?
Fieldguide is a private company based in San Francisco, California, specializing in Agentic AI for audit and advisory services. The company operates in multiple industries, including accounting, artificial intelligence, cyber security, document management, and financial technology (FinTech). Fieldguide has a workforce of 101-250 employees.
The company provides an AI-powered platform designed to automate and streamline processes for advisory and audit firms. Their software includes tools for engagement management, insights and analytics, integrations with other productivity tools, and a client hub for enhanced client experiences. Fieldguide is recognized for its innovation and has received multiple awards, including the Technology Innovation Award from CPA Practice Advisor.
How Much Funding Has Fieldguide Raised?
- Seed Round
- Amount Raised: USD 3,000,000
- Date: August 2020
- Lead Investors: Floodgate
- Valuation at Round: Not publicly disclosed
- Motivation Behind the Round: To support the initial development and launch of Fieldguide's AI platform for audit and advisory services.
- Series A
- Amount Raised: USD 17,000,000
- Date: March 2022
- Lead Investors: 8VC
- Valuation at Round: USD 100,000,000
- Motivation Behind the Round: To support Fieldguide's growth and establish a new industry standard for audit and advisory, with participating investors including Floodgate, AICPA/CPA.com, and strategic angels.
- Series B
- Amount Raised: USD 30,000,000
- Date: March 26, 2024
- Lead Investors: Bessemer Venture Partners
- Valuation at Round: Not publicly disclosed
- Motivation Behind the Round: To enhance AI capabilities, expand market reach, attract top-tier talent, and address the CPA talent shortage. Participating investors included 8VC, Thomson Reuters Ventures, and other strategic angels.
- Corporate Round
- Amount Raised: Not publicly disclosed
- Date: October 23, 2025
- Lead Investors: KPMG LLP (minority investment)
- Valuation at Round: Not publicly disclosed
- Motivation Behind the Round: To support the development of agentic AI capabilities for assurance services as part of a strategic collaboration between KPMG and Fieldguide.
- Series C
- Amount Raised: USD 75,000,000
- Date: February 2, 2026
- Lead Investors: Growth Equity at Goldman Sachs Alternatives
- Valuation at Round: USD 700,000,000
- Motivation Behind the Round: To accelerate Fieldguide's agentic AI platform and help audit and advisory firms scale. Participating investors included Geodesic Capital (new), Bessemer Venture Partners, 8VC, and Thomson Reuters.
Total Amount Raised: USD 125,000,000 (based on disclosed rounds; the KPMG Corporate Round amount is undisclosed).
Current Valuation: USD 700,000,000 (as of February 2026 Series C).
Key Investors
- Goldman Sachs Alternatives (Growth Equity)
- Details: Growth Equity at Goldman Sachs Alternatives led Fieldguide's $75M Series C in February 2026. Since 2003, the team has invested over $13 billion across companies led by visionary founders.
- Investment Focus Areas: Technology, Financial Services, Growth Equity
- Notable Investments: Not publicly disclosed
- Bessemer Venture Partners
- Details: Bessemer Venture Partners is a leading venture capital firm that led Fieldguide's Series B in March 2024 and participated in the Series C.
- Investment Focus Areas: Technology, Healthcare, Financial Services
- Notable Investments: Pinterest, Shopify, Twilio
- 8VC
- Details: 8VC is a venture capital firm that led Fieldguide's Series A in March 2022 and has participated in subsequent rounds.
- Investment Focus Areas: Technology, Healthcare, Logistics
- Notable Investments: Not publicly disclosed
- Floodgate
- Details: Floodgate is an early-stage venture capital firm that led Fieldguide's Seed round in August 2020 and participated in Series A.
- Investment Focus Areas: Technology, Consumer, Enterprise
- Notable Investments: Not publicly disclosed
- KPMG
- Details: KPMG is a global professional services firm that made a minority investment in Fieldguide in October 2025 as part of a strategic collaboration to develop agentic AI for assurance services.
- Investment Focus Areas: Audit, Tax, Advisory
- Notable Investments: Not publicly disclosed
- Thomson Reuters Ventures
- Details: Thomson Reuters Ventures invested in Fieldguide as part of the Series B in early 2024 and reinvested in the Series C.
- Investment Focus Areas: Legal Technology, Financial Technology, Media
- Notable Investments: Not publicly disclosed
- Y Combinator
- Details: Y Combinator is a startup accelerator that backed Fieldguide in its early stages. Y Combinator has funded over 2,000 startups, including Dropbox, Airbnb, and Stripe.
- Investment Focus Areas: Technology, Consumer, Enterprise
- Notable Investments: Dropbox, Airbnb, Stripe
What's Next for Fieldguide?
Fieldguide stands at the cusp of significant opportunities, driven by the increasing demand for AI solutions in the CPA and advisory industry. With the ability to automate workflows and streamline operations, the company is poised to address the talent shortage in the sector. The potential to save up to 50% of hours on engagements and the adoption by nearly forty of the Top 100 CPA firms highlight the vast market reach and efficiency gains that Fieldguide can achieve.
As Fieldguide continues to grow, future fundraising opportunities are likely to arise. The successful Series B round and the planned expansions suggest that additional funding rounds could be anticipated to support further growth and development. Enhancing AI capabilities and expanding market reach will be crucial in attracting further investment and driving innovation.
However, challenges such as competition from other AI and SaaS platforms, ensuring data security, and keeping up with regulatory changes may pose hurdles. Managing rapid growth and scaling operations effectively will be essential for Fieldguide to maintain its momentum and capitalize on the opportunities ahead.
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