Neo.Tax is an AI software company that automates the R&D tax credit and software capitalization for startups, SMBs, and enterprises. Its platform deploys a set of AI agents trained on IRS code, regulations, and case law to passively read engineering and financial data from systems like GitHub, Jira, payroll, and the general ledger, then produce audit-ready tax filings under IRC Section 41, Section 174, and ASC 350-40. Founded by a former Intuit product manager, a Stanford machine-learning PhD, and a former IRS R&D audit agent, Neo.Tax turns one of the most painful, manual processes in corporate tax into something close to a continuous, automated workflow.
Michael Harrington is the Chief Executive Officer, Practice Management at Vituity, the physician-owned, multispecialty partnership headquartered in Emeryville, California. An accountant by training, he has spent more than three decades inside healthcare operations and stepped into the CEO role in 2002 after years as Vituity's CFO.
Jamil Khatri is the Co-Founder and CEO of Uniqus Consultech Inc., a tech-enabled global consulting firm he launched in September 2022 after nearly 27 years at KPMG. A rare dual-qualified Indian CA and US CPA, Khatri spent decades pioneering accounting advisory in India, scaling KPMG's global Accounting Advisory Services to a $1 billion practice with 4,000+ consultants before striking out on his own. Uniqus has since grown to 700+ professionals, raised $42.5 million across four funding rounds including a $20 million Series C in April 2025, and serves blue-chip clients from HDFC Bank to Grammarly - with an IPO and $500 million revenue target firmly on the horizon.
Kevin Liu is a licensed CPA and co-founder of Numeral, the AI-native sales tax compliance platform backed by $57M in funding. Drawing on his Big 4 accounting background at KPMG and hands-on experience building 7- and 8-figure ecommerce brands, Liu brought the tax expertise needed to automate the full sales tax lifecycle - from registration to filing - for thousands of ecommerce and SaaS businesses across 70+ countries.
Fieldguide is an AI-native platform purpose-built for audit and advisory firms. Founded in 2020 by ex-EY auditor Jin Chang and engineer Chris Szymansky, the San Francisco company uses agentic AI to automate engagement work - from evidence collection and control testing to report drafting - for half of the top 100 US accounting firms, including KPMG, RSM US, Baker Tilly, BDO, Grant Thornton, and CLA.
Yukiko Jenkins is a General Partner and CFO at Cox Exponential (CX2), the early-stage AI and robotics venture vehicle backed by Cox Enterprises. Born in England and raised between England and Japan, she is a Certified Public Accountant with over 20 years of finance and operations experience spanning Big Four auditing, startup consulting, and leadership at AI computer vision company Fyusion. At CX2 - a fund run by engineers for engineers - she bridges rigorous financial oversight with a deep insider knowledge of what it takes to build frontier AI companies from zero to product.
David Overmyer is the CEO of Raw Engineering, a San Francisco-based digital product and cloud engineering firm that built Contentstack - now the world's leading headless CMS - and the DfanX sports fan engagement platform. A California-certified CPA with a career spanning auditing, CBS Interactive, and CFO roles at Bunchball and Thismoment, Overmyer joined Raw Engineering's orbit as CFO of Contentstack in 2017, steering its transition from a bootstrapped services company to a high-growth SaaS venture. Since 2018 he has led Raw Engineering as CEO, overseeing engagements for clients including the Miami Heat, Sacramento Kings, American Airlines, and VMware.
Dmitri Lepikhov is the CEO of MightyCall, a San Francisco-based cloud call center and VoIP platform built for small and mid-sized businesses. Since taking the helm in 2015, he has grown the company by over 500%, landed it on the Inc. 5000, and earned recognition from the U.S. Chamber of Commerce as one of America's most innovative small businesses. A CPA by training with roots in auditing and corporate finance at firms like Deloitte and Severstal, Lepikhov has positioned MightyCall as a G2 Leader in Contact Center Solutions and expanded its engineering footprint to Tashkent, Uzbekistan.
Max Adams is the CEO of Executech, one of the largest managed IT services providers in the western United States and a flagship company within Evergreen Services Group's portfolio. A licensed CPA who cut his teeth at KPMG auditing clients with up to $60 billion in revenue, Adams joined Executech as CFO in 2023 and climbed to CEO, bringing a finance-first discipline to an industry often run by technologists. He leads a 240-person team serving 700+ organizations with a 97.7% customer satisfaction rate, while advocating loudly for AI and automation as the dividing line between MSPs that survive and those that don't.
Jennifer Nuckles is the Chairperson and CEO of R-Zero, a San Francisco-based smart building technology company that deploys UV-C light, IoT sensors, and AI to make indoor environments safer, healthier, and more energy-efficient. With 25+ years spanning consumer goods giants (Clorox), social gaming (Zynga), digital health (Doctor on Demand), and fintech (SoFi), she is one of the rare executives who has led marketing and operations at scale across radically different industries. She took the helm at R-Zero in October 2022, raised a $105M Series C, and is on a mission to fix the fact that we spend 90% of our lives inside buildings that were never designed to keep us healthy.
Jin Chang is the CEO and Co-Founder of Fieldguide, the leading AI platform for audit and advisory firms. A former EY practitioner and CPA, he tried to leave accounting multiple times before founding Fieldguide in 2020, channeling firsthand frustration with clunky tools into a $700M-valued company now serving half of the top 100 U.S. CPA firms. With $125M raised - including a $75M Series C from Goldman Sachs in February 2026 - Chang is rewriting how accountants work at a moment when the profession faces an existential talent crisis.
Vanessa Kruze is the founder and CEO of Kruze Consulting, a San Francisco-based accounting and finance firm exclusively serving venture-capital-backed startups. A CPA and Deloitte Tax alum, she launched Kruze in 2012 after working as a startup controller and spotting a gap in the market for specialized, tech-forward financial services for founders. Today, the firm has served 800+ startups that have collectively raised over $15 billion in VC funding, earned seven consecutive Inc 5000 honors, and is known in Silicon Valley as the go-to accounting partner for early- and growth-stage companies.