# Yogi Goel

> Yogi Goel is the co-founder and CEO of Maxima, an agentic AI platform that automates the month-end accounting close for enterprises. He spent two decades in the office of the CFO - auditing at EY, running M&A and IPOs at Citi and Barclays, and seven years at Rubrik as a strategic finance leader, where he helped scale the company from $5M to $900M in ARR through its 2024 NYSE IPO. In 2024 he founded Maxima with Akshaya Srivatsa and Jack Liao, raising $41M from Redpoint Ventures, Kleiner Perkins, and Audacious Ventures to rebuild accounting operations around AI agents that reconcile, post journal entries, and co-prepare financial reports alongside human teams.

- **Role:** Co-founder & CEO at Maxima
- **Organizations:** Maxima, Rubrik, Barclays, Citigroup, EY
- **From:** India
- **Nationality:** Indian-American
- **Education:** Bachelor of Business Studies, College of Business Studies, University of Delhi, MBA, Finance, University of Virginia - Darden School of Business
- **Known for:** Co-founded and leads Maxima, an agentic AI platform for enterprise accounting used by Rippling, Scale AI, SpotOn, Glean, Pressed Juicery and Bilt, Raised $41M from Redpoint Ventures, Kleiner Perkins and Audacious Ventures, Helped scale Rubrik from $5M to $900M in ARR over seven years

## Career timeline

- **Early career** — Began as an auditor at EY, which he credits as his training ground for strategic discipline
- **2008-2010** — Earned an MBA in Finance from the University of Virginia's Darden School of Business
- **Wall Street years** — Worked in M&A and IPOs at Citi and Barclays, helping take several companies public
- **~2017-2024** — Spent seven years at Rubrik as a strategic finance leader, scaling ARR from $5M to $900M
- **2024** — Helped take Rubrik public on the NYSE, reaching a roughly $17B market cap
- **2024** — Co-founded Maxima with Akshaya Srivatsa and Jack Liao
- **2025** — Maxima announced $41M in combined Seed and Series A funding; Series A closed November 2025

## Achievements

- Co-founded and leads Maxima, an agentic AI platform for enterprise accounting used by Rippling, Scale AI, SpotOn, Glean, Pressed Juicery and Bilt
- Raised $41M from Redpoint Ventures, Kleiner Perkins and Audacious Ventures
- Helped scale Rubrik from $5M to $900M in ARR over seven years
- Played a key role in Rubrik's 2024 NYSE IPO, which reached roughly a $17B market cap
- Executed M&A deals and IPOs at Citi and Barclays
- Maxima deployments report up to 80% faster closes and 95% automation of manual tasks, saving up to 60 hours per employee monthly

## Latest updates

- **2025-11** — Maxima closed its Series A, bringing combined Seed and Series A funding to $41M from Redpoint Ventures, Kleiner Perkins and Audacious Ventures.
- **2026-04** — Featured in Authority Magazine on how AI is disrupting the accounting industry, sharing his views on judgment, influence and Karma Yoga.

## Links

- Website: https://maxima.ai
- LinkedIn: https://www.linkedin.com/in/yogi-goel/

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Profile page: https://yespress.io/yogi-goel
Published by YesPress — https://yespress.io
Last updated: 2026-07-22