Fiscal.ai

The modern financial data platform

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TL;DR: The modern financial data platform with 350,000+ registered users users.

Timeline

2017-01

Started The Canadian Investor Podcast (TCI) focused on stocks and self-directed investing

2019-01

TCI growing steadily, Dennis learning from famous wealth managers and investors as podcast guests

2020-01

TCI network gaining significant traction in Canadian investing space

2021-10

Co-launched Stratosphere.io as 'Yahoo Finance on steroids' - financial data aggregator for TCI listeners

2022-01

Stratosphere growing through podcast audience, aggregating public company KPI data

2022-06

Stratosphere reaches meaningful user base but considered 'not venture-scale'

2022-09

Joined TinySeed Fall 2022 accelerator cohort with Stratosphere (~$7K MRR)

2022-11

Raised $250K pre-seed via SAFE from Stratosphere users - wealth managers, analysts, Toronto angels

2023-01

Co-founders begin experimenting with combining LLMs and their aggregated financial data

2023-04

Launched FinChat as 'experimental' AI-powered financial research tool. Launch tweet goes viral.

2023-05

FinChat surpasses 100,000 users, team realizes this is venture-scale opportunity

2023-06

Heavy inbound investor interest from family offices to tier-one VCs, Dennis targets Social Leverage specifically

2023-08

Building out FinChat's subscription product and API capabilities

2023-10

FinChat and Stratosphere merge into single product under FinChat name

2023-11

Raised $1.5M seed round from Social Leverage (Robinhood, eToro investor). Matt Ober joins board.

2023-12

FinChat hits $1M ARR with 160,000+ users

2024-01

Team focused on building B2B API product alongside consumer terminal

2024-04

One year anniversary of FinChat launch, platform growing steadily

2024-06

API product gaining traction with fintech platforms and trading apps

2024-09

Revenue growth accelerating with dual B2C terminal + B2B API model

2024-12

Reached $2.5M+ ARR with ~15% month-over-month growth

2025-02

VanEck ($119B asset manager) makes $1.5M strategic investment to use Fiscal.ai data for ETF business

2025-04

Platform covers 100,000+ global companies with detailed KPI data for 2,000+ companies

2025-06

Rebranded from FinChat to Fiscal.ai, raised $10M Series A led by Portage Ventures

2025-06

350,000+ registered users, top fintech platforms leveraging APIs to serve millions of end users

2025-09

Enterprise product planned within 30 days of Series A, actively hiring to scale team

2025-12

Targeting ~$10M ARR by year end based on 15% MoM growth trajectory

Distribution

Viral Twitter/X launchPodcast audience (The Canadian Investor, 4M+ listeners/year)Word-of-mouth in investing community

Growth Story

Target Audience

Self-directed retail investors, financial analysts, portfolio managers, and fintech platforms seeking financial data APIs

Problem Solved

Investment analysts spend most of their time manually searching for KPIs, revenue breakdowns, and financial data across spreadsheets, emails, and slide decks. Fiscal.ai automates retrieval and analysis of financial data through conversational AI, making institutional-quality research accessible to individual investors.