geniosAI

An analyst who cannot show where a number came from has an answer nobody can rely on, and geniosAI builds its product around that problem. The San Jose, California company sells a team of financial agents that pull comparables, build models and draft memos, with each figure linked to its source. It announced $19.1M in combined seed and Series A funding on 9 November 2026.

Figures traced to their source

The site demonstrates the idea with an adjusted EBITDA figure that can be pressed to reveal the ledger lines, board pack note and restated prior-year number behind it, then pressed again to show how the figure changed between a first cut and the final version, with a time, a name and a source on each change. geniosAI says changing one input moves the figure, the memo and the deck together while the trail stays attached, and that an auditor can follow the work without the user rebuilding it.

Questions the team stops to ask

The agents are designed to halt rather than guess. In the example on the home page the team asks which of two companies called Apex is meant, and what to do when no EBITDA is filed for a year. The pitch is that work compounds: a first quarterly refresh takes three days, and later ones shrink because the team already holds the firm's peer set and assumptions.

Banking, venture, the CFO's office and the buy side

Four starting teams are offered. Investment banking covers pitch and diligence material on live comparables. Venture capital marks a portfolio with the basis for each move. The office of the CFO closes the month, explains variances and reforecasts. The buy side takes a living thesis into committee. The security page promises logical and physical data separation, no training on client data, encryption at rest and in transit, role-based access control, and customisable retention for audit logs.

The funding round

The press page says the round came from FactSet, Zoom and General Catalyst, with FactSet as strategic partner and lead investor of the Series A. FactSet data is to be combined with geniosAI's platform, and Zoom is described as bringing the conversations where financial decisions are made. Prabhdeep (PD) Singh is co-founder and chief executive.

Key facts

Company: geniosAI Chief executive: Prabhdeep (PD) Singh, co-founder Location: San Jose, California, per the 9 November 2026 press release Funding: $19.1M combined seed and Series A (company statement) Investors named: FactSet (lead of the Series A), Zoom, General Catalyst Users: banks, investment teams, office of the CFO