Series is a technology company building a modern, AI-powered platform to centralize and automate finance and operations for businesses. Its core product, Series EOS, functions as an integrated back-office operating system that unifies payments, global payroll, HR, treasury management, contracts, and revenue operations into a single, streamlined suite. The platform is designed to replace fragmented stacks and legacy ERP systems by offering a more consolidated, automated alternative that reduces manual work and operational complexity.
Series serves a broad range of customers—from fast-growing SMBs and asset managers to enterprises—particularly those with complex, cross-border operations. It solves the pain of juggling multiple point solutions by providing a unified system where modules work together seamlessly, enabling faster decision-making and freeing teams to focus on core business activities. Backed by $25M in funding across seed and Series A rounds from top-tier investors like 776 and Basis Set Ventures, Series has already attracted hundreds of customers and is scaling its platform with a focus on deeper workflow automation and expanded functionality in revenue and productivity operations.
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Series was founded in 2021 by Brexton Pham, Daniel Lai, and Tamby Kojak, three entrepreneurs who had previously worked together at Brex, where they saw firsthand how fragmented and inefficient finance and operations tooling could be—even at modern, tech-forward companies. They observed that businesses often cobbled together dozens of tools for payments, payroll, HR, and accounting, leading to data silos, manual reconciliation, and operational drag.
The idea for Series emerged from a desire to build a new kind of back-office stack: one that wasn’t just another point solution, but a holistic operating system for finance and operations. The founders envisioned a platform where all core business functions could live in one place, with deep integrations and intelligent automation baked in from the start. After quietly building the foundation, Series launched its platform more broadly in 2023 and quickly gained traction with hundreds of customers, from startups to asset managers, validating the need for a more consolidated, modern alternative to traditional ERP systems.
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Series is riding the convergence of several powerful trends: the shift away from monolithic, on-premise ERPs toward modular, cloud-native systems; the growing demand for automation in finance and operations; and the rise of AI-augmented workflows that can execute complex tasks with minimal human input.
The timing is critical. In a macro environment where efficiency, cost control, and speed matter more than ever, companies are actively looking to simplify their tech stacks and reduce headcount in back-office roles. Series sits at the intersection of this demand, offering a modern alternative that’s more agile and cost-effective than legacy systems like NetSuite, while also going beyond point solutions by providing a cohesive, integrated suite.
By reimagining the back office as a unified, automated operating system, Series is helping to define the next generation of business infrastructure—one where finance and operations are not just digitized, but truly intelligent and interconnected. Its success could accelerate the decline of traditional ERP dominance and empower a new wave of lean, globally distributed companies.
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Series is well-positioned to become a foundational layer for modern finance and operations, especially as AI and automation become table stakes for back-office software. The next phase will likely focus on deepening cross-module workflows, expanding into revenue operations and productivity management, and enhancing AI-driven automation to execute increasingly complex tasks end-to-end.
As the platform matures, Series may also move upmarket into larger enterprises and explore vertical-specific capabilities, while continuing to differentiate on ease of use, integration, and automation. The broader trend toward consolidation in fintech and ops software plays strongly in its favor, and if it can maintain its product-led momentum, Series has the potential to become a category-defining player in the post-ERP era.
Just as the founders set out to replace the clunky, fragmented status quo, Series now has the chance to shape what a truly modern, intelligent back office looks like—for the next generation of global businesses.
Series has raised $25.0M in total across 1 funding round.
Series's investors include 10100, 305 Ventures, AirAngels, American Express Ventures, Andreessen Horowitz, Adeyemi Ajao, Blockchain Capital, C2 Investment, Canonical Crypto, Exponent Founders Capital, Four Rivers Group, Frontline Ventures.
Series has raised $25.0M across 1 funding round. Most recently, it raised $25.0M Series A in September 2023.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Sep 1, 2023 | $25.0M Series A | 10100, 305 Ventures, AirAngels, American Express Ventures, Andreessen Horowitz, Adeyemi Ajao, Blockchain Capital, C2 Investment, Canonical Crypto, Exponent Founders Capital, Four Rivers Group, Frontline Ventures, Giant Ventures, HDC Ventures, Homebrew, Interplay Ventures, Lego Ventures, Lightspeed Venture Partners, Not Boring Capital, Otherwise Fund, Picus Capital, Redpoint Ventures, S28 Capital, Sarona Ventures, SNR, SoftBank Investment Advisers, Spark Capital, Spero Ventures, Y Combinator, Aaron Rosenson, Amjad Masad, Annelies Gamble, Biz Stone, Charlie Songhurst, David Lieb, David Petersen, Eoghan McCabe, Eric Wei, Jason Robins, Jeremy Cai, Jesse Leimgruber, Karim Atiyeh, Luca Ascani, Luke Sherwin, Mario Gabriele, Massimo Ciociola, Mike Hudack, Mike Krieger, Neil Parikh, Pamela Valdes, Ron Pragides, Sohail Prasad, Tobias Lutke, Tony Jamous |
