financial-compliance
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Ag Management Solutions and the Strange Power of Sharing the Back Office
Small farm groups rarely need less expertise. They need a way to afford more of it. In Mankato, a farmer-owned company has turned the shared back office into an exportable advantage.
ARKK Built a Business Out of the Spreadsheet Jobs Finance Teams Hate
The London software company started by tagging accounts. Sixteen years later, it is turning the Office of the CFO's least forgiving chores into repeatable workflows - one validation check at a time.
Red Oak’s $51 Million Bet: Turn Compliance’s Biggest Bottleneck Into a Growth Engine
Red Oak started by untangling one miserable workflow: the review of financial marketing. A $51 million investment and three strategic combinations later, it is trying to govern the whole journey from first draft to permanent record.
RegEd Built the Boring Software That Keeps Wall Street Out of Trouble - Now It’s Teaching the Rulebook to AI
For 25 years, RegEd has turned licenses, disclosures, training records and regulatory changes into software workflows. The quiet bet: in finance, the best automation is the kind that leaves an audit trail.
The Tiny Tax-Tech Team That Taught Corporate Debt to Explain Itself
Multinationals move billions between their own subsidiaries, then have to prove the price was fair. TP Accurate turned that awkward spreadsheet ritual into software - and found its exit inside Alphatax’s tax operating system.
AppZen
AppZen built its business around an unglamorous but expensive corporate blind spot: the receipts, invoices and card charges that finance teams cannot inspect one by one. Now its AI is moving from flagging suspicious spend to resolving the work itself - while leaving the company’s existing finance stack in place.
Dave Feldman
Dave Feldman is the co-founder and CEO of Greenboard, a New York-based company building an AI-native operating system for financial compliance. A Johns Hopkins-trained engineer who previously led product work at Guideline and a Hive AI joint venture with Bain & Company, Feldman started Greenboard in 2023 with college friend Ed Schembor after seeing how badly financial firms struggled with fragmented, dated compliance tools. Greenboard went through Y Combinator's Winter 2024 batch and has raised $20 million total, including a $15.5M Series A led by Base10 Partners, with more than 500 financial institutions running their compliance programs on the platform.