Loading organizations...
Maxima provides an agentic AI platform automating the full record-to-report cycle for enterprise accounting. Its technology unifies financial data into a single model, enabling continuous, audit-ready automation of journal entries, reconciliations, and financial close. This approach significantly enhances accuracy and operational efficiency across complex workflows.
Founded in 2024 by Yogi Goel, Akshaya Srivatsa, and Jack Liao, Maxima emerged from their extensive finance and accounting backgrounds. They recognized the inefficiencies of traditional month-end closes. Yogi Goel, with two decades at firms like EY and Citigroup, identified agentic AI as key to transforming enterprise accounting.
Maxima's platform serves enterprises optimizing financial operations. The company envisions eliminating the monthly close grind, delivering real-time, SOX-ready results with high automation and accuracy. Maxima empowers finance teams to prioritize strategic analysis and robust financial reporting.
Maxima Ventures has 2 tracked investments across 1 company. The latest tracked deal is $22.0M Series F in Phunware in October 2016.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Oct 1, 2016 | Phunware | $22.0M Series F | Khazanah Nasional Berhad, Pldt Capital, Wavemaker Partners | Baylor Angel Network, Central Texas Angel Network, FM Capital, World Wrestling Entertainment |
| Jun 25, 2014 | Phunware | $30.7M Series E | Samsung | Central Texas Angel Network, Cisco, Kevin Landis, Chase Fraser, Wild Basin Investments, World Wrestling Entertainment |