Balancr
Seed round · 2026
Seed round · 2026

Cash flow
that steers itself

Balancr watches every account an SMB owns and moves money before problems happen — sweeps, buffers, and bill timing on autopilot.

3,900
businesses
$1.6M
ARR
$4M
raising
01 / 20
The problem

82% of small-business failures trace to cash-flow timing — not profitability.

Owners juggle 4.7 accounts on average and discover shortfalls the morning payroll bounces. Banks alert; nobody acts.

02 / 20
Why now
4.7hrs

per week the average owner spends manually shuttling money between accounts (Federal Reserve Small Business Credit Survey, 2025). Open-banking rails finally make acting on their behalf legal and instant.

03 / 20
Product

A treasury desk for businesses that can’t afford one

01
Predictive buffer
13-week forecast learns your revenue rhythm and flags gaps 9 days early.
02
Auto-sweeps
Idle cash moves to 4.1% yield until 48h before it’s needed.
03
Bill choreography
Payables scheduled against inflows, not due dates.
[ SCREEN — cash timeline ]
04 / 20
How it works
STEP 01
Link
Every bank, card and processor in 4 minutes.
STEP 02
Forecast
13-week model, refreshed nightly.
STEP 03
Act
Rules move money inside your approval limits.
STEP 04
Report
Monday cash brief your accountant loves.
05 / 20
Traction
01
3,900
active businesses
02
$1.6M
ARR
03
$310M
cash under watch
04
9 days
median shortfall warning

Zero paid marketing to date — 71% of signups come from accountant referrals and processor marketplaces.

06 / 20
Growth

Businesses on Balancr, trailing 18 months

Q1 ’25Q2Q3Q4Q2 ’26
07 / 20
Unit economics

Software margins, fintech attach upside

Per customer / moValue
Subscription$34
Yield share (avg)$11
Gross margin81%
CAC (blended)$96
Payback2.6 months
08 / 20
Market · Fed SBCS 2025

33M US small businesses; 9M juggle multiple accounts weekly

0100%
27%
63%
SOM — digital-first, $250k–$5M revenue 10%
SAM — multi-account SMBs 27%
TAM — all US SMBs 63%
09 / 20
Competition
Balancr
Dashboards (Pulse)
Bank sweeps
Spreadsheets
Acts on your behalf → ↑ Full-stack visibility
10 / 20
Moat
01
01

Action permissions

Money-movement mandates are earned trust — churn is 3% because leaving means going back to manual.

02
02

Rhythm data

Revenue-cadence models per vertical sharpen with every business.

03
03

Accountant rails

290 firms manage clients through our console.

11 / 20
Distribution

Embedded where SMB money already lives

10 partners
[ logo 01 ]
[ logo 02 ]
[ logo 03 ]
[ logo 04 ]
[ logo 05 ]
[ logo 06 ]
[ logo 07 ]
[ logo 08 ]
[ logo 09 ]
[ logo 10 ]
12 / 20
Customer proof

“Balancr caught a $40k gap three weeks before my old spreadsheet would have. It moved the money, texted me why, and payroll never noticed.”

Talia Reyes
Owner, Reyes Landscape Group (32 employees)
13 / 20
Business model

Revenue per dollar today

01
SaaS subscriptions68%
02
Yield share22%
03
Partner rev-share10%
14 / 20
plan
The plan

From watching cash to running it

Every mandate we hold compounds into the SMB treasury layer — credit, yield and payments follow the flow data.

15 / 20
Roadmap
Now
Autopilot GA
Sweeps + bill choreography for all users.
Q4 2026
Credit line attach
Pre-approved buffers with two debt partners.
2027
Vertical editions
Contractors, agencies, e-commerce rhythms.
2028
Embedded OEM
Balancr-inside for processors and banks.
16 / 20
Team
[ photo ]
Aisha Bello
CEO — ex-Square banking
[ photo ]
Marco Tan
CTO — ex-Plaid payments
[ photo ]
Noor Haddad
Risk — ex-Capital One SMB
[ photo ]
Jake Moreno
Growth — ex-Gusto
17 / 20
Financial plan

ARR with this raise

$7.4M
ARR exiting 2027
25
50
75
100
$1.1M
$1.6M
$2.5M
$3.7M
$5.3M
$7.4M
H1 ’26H2 ’26H1 ’27H2 ’27H1 ’28H2 ’28
18 / 20
Use of funds

Deploying $4M over 22 months

Raise
Engineering
Compliance + risk
Partner GTM
Ops
Buffer
sources uses ending
19 / 20
Balancr

Payroll never bounces.

aisha@balancr.com · balancr.com
[ QR ]
20 / 20