Finally

Finally is an expense management, accounting and finance automation platform for small and mid-sized businesses. It centralizes financial data and workflows related to spending, reporting, and compliance. By reducing manual processes, Finally helps businesses gain clearer insight into their finances.

Entrepreneur(s)

• Felix Rodriguez
• Glennys Rodriguez
• Edwin Mejia

Sector(s)

• Financial Technology

Investment Team

• Jack Freeman
• Chase Goree
• Cassie Alexe

Investment Location

• Miami, FL

Status

• Active

Partnership

• Founded 2019
• Partnered 2022, $67M Series A/B

Impact & Value Creation

Forecast & Modeling Support

Battle-testing plans and budgets

Collaborated with CEO and VP Finance to arrive at detailed, data-driven budgets that powered strategic decision making.

Market Intelligence

Primary research to understand our competitors and inform strategy

Conducted market research synthesizing key trends and competitor positioning to inform important business decisions.

Insights & Press

The Back Office Infinity Stones Gauntlet — PeakSpan’s Thesis for Finally

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September 10, 2024

PeakSpan’s “Do it For Me Automation” Thesis

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July 26, 2023

PeakSpan's Thesis for Finally

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March 22, 2022

finally, the AI-Powered Accounting & Finance Suite, Closes $10M Raise to Propel SMB Growth Forward

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February 6, 2024

Finally takes in $95M in equity, debt to roll out lending for small businesses

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March 21, 2022