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Dec 2025Aaron G. said the company had recently pivoted, had zero customers, and its CTO had quit before later growth and profitability.
SourceProSights is an AI-native data extraction tool for financial…
Company research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
ProSights is a YC-backed New York AI finance automation company that turns messy PDFs, images, and spreadsheets into structured, audit-ready outputs inside a customer’s existing workflow; it primarily serves PE firms, investment banks, hedge funds, and other financial institutions. Public evidence points to a 2023 founding, though YC lists the company in its Winter 2024 batch.
Primary product
AI-native document/data extraction and workflow automation platform for finance teams
Founded
2023
Headquarters
New York, New York, United States
Team size
10-20
Work style
Onsite
Industry
Software Development
Sub-industry
AI workflow automation / intelligent document processing for financial services
Offices
236 W 30th St, Floor 12, New York, NY 10001, United States
Business model
usage-based SaaS
enterprise software
professional services / implementation
Funding
Stage
Seed
Total raised
$2.7M
Latest round
Seed · Jul 2024
Latest amount
$2.2M
Jul 2024 · Gopher Asset Management
Apr 2024 · Y Combinator
People & investors
Leadership
Co-Founder, Chief Executive Officer
Co-Founder
Chief Technology Officer
Head of People
Co-Founder
Work & culture
Lean, high-caliber, intensely competitive, intellectually honest, and strongly biased toward shipping value; the company emphasizes a small-team, no-politics, world-class-performance mindset.
Work style
Onsite
Visa sponsorship
Yes
Compensation
Public job posts show $150k-$200k base salary ranges for senior engineering and growth roles, plus equity; the Head of Growth role advertises 0.25%-1.0% equity. Hiring posts also mention substantial referral bonuses.
Benefits
2-3 hours blocked daily after 6:30pm for workouts/dinner
subsidized gym membership
office nutrition and supplements
paid trial / paid case-study hiring process
referral bonuses mentioned in hiring posts
Product & market
Pricing
Free plan plus usage-based page pricing, with starter/growth/enterprise tiers and custom enterprise licensing
Differentiators
- —Deployed inside the customer’s environment with no rip-and-replace
- —Firm-specific templates and write-back into existing systems
- —Audit-ready extraction with cell-level citations and trails
- —Supports both multi-tenant and single-tenant VPC deployment
- —Outputs structured data to JSON, Excel, and third-party databases
- —Specialized finance/document extraction for PDFs, images, tables, and charts
Technology
traditional machine learning
vision-language models (VLMs)
image processing
REST API
JSON API
Python SDK
Pandas
Angular widget
OAuth 2.0
API key authentication
Microsoft Excel add-in
Intune/SCCM deployment
Customers
private equity firms
investment banks
hedge funds
alternative asset managers
PE-backed portfolio companies
H.I.G. Capital
Clearlake Capital Group
Competitors
AlphaSense
Sentieo
Dealroom
Accern
Atom Finance
With Intelligence
Scale & contact
Signals & risks
Latest news
LinkedIn · Jul 2026
Hiring post that described continued market pull, a five-days-in-office Chelsea policy, visa sponsorship, and direct email contact for applicants.
Zero G Talent · Jul 2026
Third-party writeup summarizing ProSights' traction, AI-native workflow model, and customer wins among top private equity and banking firms.
LinkedIn · Dec 2025
Aaron G. described a prior pivot, zero customers, and a CTO departure, then said the company later became fully profitable with broad adoption among top PE firms and banks.
LinkedIn · Jul 2025
Aaron G. announced Clearlake Capital Group as a ProSights customer and said ProSights supports its private equity and credit teams across North America and Europe.
Y Combinator · Mar 2024
YC launch describing ProSights as an AI-native workflow automation platform for investment firms; the launch post says founders Justin Wu and Aaron Guo met at Permira and that Howard Zhong is the third co-founder.
Jobs and careers at ProSights
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