Pitch Stage
Applications for FATE Pitch Stage 2025 are now closed. Please click here to be notified of future opportunities.
Presented by
FATE Pitch Stage is the place for finance and accounting startups to network and make deals.
FATE Pitch Stage Finalists will have the opportunity to pitch their product or service to our audience of venture capitalists, angel investors, entrepreneurs and potential customers such as CFOs, VPs of finance, and other finance professionals.
Please note: Pitch Stage categories, format, and rules are subject to change at the sole discretion of FATE organizers.
Pitch Stage Agenda
Thursday, November 13, 2025
| Time | Location: Keynote Stage |
|---|---|
| 10:55 am | Core Finance Tech StackCategory TBA |
| 11:35 am | Business Intelligence and AutomationCategory TBA |
| 12:15 pm | Lunch |
| 1:00 pm | Productivity ToolsCategory TBA |
| 1:40 pm | Disruptive Platforms and ToolsCategory TBA |
| 5:00 pm |
2025 Pitch Stage Winners
2025 Pitch Stage Finalists
Business Intelligence and Automation

CashIO
Toronto, Canada
North America has ~3 million accountants, but with ~75% expected to retire in the next decade, the industry faces a staggering $180 billion labor gap.

Detechtico
NYC, NY
Detechtico is an advanced AI forensic software that automates fraud detection and compliance, securely analyzing data to provide encrypted insights that enhance investigations and decision-making.

FinDaily.io
Omaha, NE
FinDaily.io syncs your bank, credit card, loan, QuickBooks/Xero data, as well as your KPI spreadsheet. Then, automatically drops a clean financial digest into your inbox on a schedule you choose. No extra log-ins, just the numbers you need in one place before the day begins.

Luminium
Austin, TX
AI-Powered Regulatory Intelligence for CFOs. Luminium predicts regulatory changes before they happen.
Core Finance Tech Stack

Acclara AI
San Francisco, CA
Acclara AI automates technical accounting workflows with AI agents that research standards, analyze SEC filings, analyze contracts, and draft memos - transforming weeks of manual work into days.

Mesh
San Francisco, CA
Mesh equips accountants with AI agents they can customize in plain English to unify data, automate expense accruals, and streamline internal/vendor comms.

Walleot
Los Angeles, CA
Walleot is a payments infrastructure platform that makes financial tools usable by AI agents - securely and programmatically.

Wrangler Data
Baltimore, Maryland
Drag-and-drop workflow builder to help finance teams clean data without coding or writing Excel macros
Disruptive Platforms and Tools

ClientRetain
Saint Robert, MO
ClientRetain is addressing the $165 billion asset hemorrhage crisis facing wealth management. As generational advisor turnover begins, our AI-powered succession intelligence prevents revenue extinction and transforms firm-threatening advisor retirements into seamless revenue-preserving transitions.

Debtigo
Chicago, IL
Debtigo reduces the cost of debt financing. Companies can self-syndicate their credit facilities and, with our loan admin portal, price their syndicated loans using a blended spread instead of uniformly to the most expensive lender.

Fina Labs, Inc.
Kirkland, WA
Fina empowers finance practitioners to customize a finance management app and launch it within days, serving their audience under their own brand.

VirtuSpect
Sandy, UT
VirtuSpect is a SaaS platform that transforms how enterprises conduct remote site and asset inspections, cutting turnaround times from days to hours while reducing costs and compliance risks. By streamlining regulatory and brand compliance processes at scale, VirtuSpect delivers measurable efficiencies and stronger governance across distributed operations.
Productivity Tools

CPAAutomation.ai
San Francisco, CA
CPAAutomation.ai is an AI-powered data extraction platform designed to transform unstructured documents into usable data quickly and securely. Designed by CPAs and validated by legal experts, individuals and teams can define plain-English extraction rules, customize workflows for enterprise automation, and rely on secure, U.S.-hosted infrastructure with AES-256 encryption and strict data policies.

Fortifai
Oslo, Norway
Fortifai automates ESG (Environmental, Social, and Governance) management and reporting for SMBs, which make up 90% of businesses worldwide and account for up to 60% of business sector emissions. Finance teams can manage ESG in hours, no extra hires needed.

Gale
Dallas-Fort Worth, TX
Gale enables brands to grow their sales with HSA & FSA payments.

Meshly.ai
San Francisco, CA
Meshly keeps CRM, contracts, invoicing and the ledger in sync so revenue isn’t lost to mismatches. Our first product, Meshly Validate, acts as a contract team’s co-pilot, connecting Google Drive and DocuSign to flag risks, enforce ASC 606 rules, and report on contract trends before they hit billing.
Pitch Stage Alternates

omniagenthub.ai
NYC, NY
OmniAgentHub.ai develops AI-powered virtual agents that automate client communication, data entry, and workflow management for accounting and finance teams—saving time, reducing errors, and improving operational efficiency.

streamOS
Los Angeles, CA
streamOS is an AI-native contract-to-cash platform that deploys autonomous agentic operators to fully automate financial operations from contract ingestion through revenue recognition and collections.

Sumly
NYC, NY
The US workforce is shifting to self-employment and multiple income streams. Sumly is the financial home for this future, with AI agents that automate expense tracking, bookkeeping, and tax filing so self-employed pros keep more of what they earn.

ThinkVest Solutions Inc.
NYC, NY
ThinkVest is an AI-driven marketplace transforming intellectual property into investable assets, leveraging AI to standardize and evaluate private investments in tech companies.

Vayu
NYC, NY
Vayu is the first finance-native platform unifying flexible pricing, billing, and revenue automation into a single, end-to-end contract-to-cash system. Built for dynamic usage- and outcome-based models, finance teams gain full autonomy-without engineering-to manage contracts, meter consumption, invoice, recognize revenue, and collect payments.
Meet the Judges

Mary McKenna
Our Emcee for the Pitch Stage, Mary McKenna is an Irish exited serial tech entrepreneur and angel investor based in Donegal in Ireland.

Robert Antoniades
Co-Founder & General Partner,
Information Venture Partners

Haley Bryant
Partner,
Hustle Fund

Baheejah Crumbley
Senior Investor,
Collab Capital

Tony Cusato
Director of IT, Technology and Security Advisor,
PS27 Ventures

Nikhil Goel
Investor,
Norwest

Sharjeel Aslam Kashmir
Chairman,
Apotheosis Ventures

Felipe Rubio
Felipe Rubio,
Techstars

Rachel TenBrink
General Partner,
Red Bike Capital

Alex Tong
Co-Founder and General Partner,
Seguin Ventures
Pitch Coaches
Mike Steely
Co-Founder,
Luminark Global
Ken Doyle
Executive Director,
Tech-Access Canada
Graham S Klemme
Executive Director,
StartUp Hutch
Rosario B Casas
Co-founder & Managing Partner,
BCPartners Tech, XR Americas and Brooklyn2Bogota Digital Transformation Commynity
Brandy Old
Startup & Pitch Advisor,
Hometown Startup
Craig Elias
Sales and Pitch Mentor,
Shift Selling, Inc.
Scott Gillespie
Founder,
Jigsaw Group
Buke Cuhadar Lynn
VP of Strategic Partnerships,
Connectology
Nina Archie
Innovation Advisor,
Innovator-Connector Consultancy
Steering Committee
Anshuman Yadav
Principal & Strategic Finance Advisor
Self Employed
Arvind Mahendru
President
Scalar Grouy Holdings
Brad Kwiatek
Founder / CFO
Kwiatek Consulting
Brian Kostka
President
TC2 Advisors LLC
Em Daigle
Chief Automation Officer
OTTO-MATES
Jeff Martini
Chief Financial Officer
Bishop Lifting Products, Inc.
Kacee Johnson
Principal
be radical
Kathleen McCormack
SVP, Finance
Cognitiv Corp
Mary Kittrelle
Managing Director
Everest Advisors
Robert McFarlin
Chief Financial Officer
RCM Industries, Inc.
Saikat Paul
Chief Accounting Officer / Corporate Controller
Self-Employed
Samir Kanuga
CFO
HB
Sergei Kniazev
Student
MIT
Shalini Urankar
CEO/CFO
IkigAI Advisory
Shashank Singh
CEO & Founder
Bakstage.AI
Pitch Stage
Categories
Startups will compete on the Finance & Accounting Technology Pitch Stage across four categories.
The category descriptions and examples below are not exhaustive—if you have an innovative product or service broadly related to finance and accounting, we want to hear about it! We invite you to submit your entry in the Disruptive Platforms and Tools category if you are unsure which track to indicate on the entry form.
Core Finance Tech Stack
Software and tools that focus on accounting, financial operations, reporting, auditing & tax, and compliance. This category includes products and services that automate, manage or optimize day-to-day financial operations, including payroll, expenses, AR/AP, invoicing, billing, cash management/treasury, fixed assets and payments.
Business Intelligence and Automation
Products and services that elevate finance to its strategic role—helping businesses plan, analyze and organize financial data and make strategic decisions. Product areas include (but are not limited to) innovations in FP&A, budgeting & forecasting, financial modeling, predictive analytics, performance management, data visualization and presentation, digital twins and all-in-one financial planning platforms, including industry-specific solutions.
Productivity Tools
Solutions designed to help organizations manage people, run cross-functional and operational functions and assist individuals and teams in managing tasks and projects. Product areas include (but are not limited to) HRIS and talent management, workforce management, CRM, procurement, supply chain, sales engagement, customer service, project management, document management and e-commerce.
Disruptive Platforms and Tools
Innovative products and services that do not fit the tracks above but are contributing to the digital transformation of the finance department, the office of the CFO or their partners in the business.
FATE Pitch Stage FAQ
There is no fee to apply.
- The submitted product or service must have been launched no earlier than January 2022.
- Companies must not have raised more than $10 million in funding from combined funding sources.
- Startups can only enter one product or service in the competition.
- The submitted product or service must fall under one of the FATE Pitch Stage tracks.
- Prior FATE Pitch Stage Finalists are not eligible to participate.
Each Finalist will be granted 2 minutes to pitch, followed by 3 minutes of Q&A with a panel of judges who have investment experience in the Finalist’s space.
No. FATE Pitch Stage is an in-person event only.
FATE Pitch Stage judges will focus on these four critical elements:
- Creativity – the differentiation, originality, and uniqueness of the idea
- Traction – market validation as measured by users, sales, marketing exposure, etc.
- Opportunity – the potential actualization, longevity, and profitability of the idea
- Team – the caliber of the leadership, advisors, and employees in place
Yes! Companies participating at FATE Pitch Stage will receive four (4) complimentary registration badges for FATE, good for access to all keynotes, panels, and other activities. These complimentary badges must be assigned to specific individuals attending the conference.
Additionally, each presenting company will have the opportunity to network and demo their product or service as part of the FATE Startup Pavilion.
All Pitch Stage applicants will receive a code providing them two (2) free registration for FATE.
FATE staff will screen applicants to ensure they meet all eligibility requirements, and a steering committee of finance and accounting experts will review each application to decide which products and services are the most innovative.
We strongly encourage all applicants to submit a brief video pitching the company. This pitch video should be one (1) minute or less and should feature the applicant speaking to the camera—we want to see how you pitch, not what your video editing software can do.
We also strongly encourage you to upload a current pitch deck (no longer than 10 slides), along with a marketing video demonstrating your product or service or a video of you pitching at a prior event. Our application committee weighs these materials heavily.
Applicants selected to participate will receive an email invitation from FATE staff. Participating companies will be notified in late September/early October of 2025. Please refrain from contacting staff of CFO Leadership regarding the status of your application. We receive a high volume of submissions and will update all applicants regarding their status as soon as possible.
Please contact FATE Pitch Stage Manager Philip Cogley: philip@adeointeractive.com