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Fundz is the only platform that reads more than a dozen real‑time signals all day, every day, so you know about new funding, new executives and new contracts within minutes of them happening, not days or weeks later like the databases you’re used to. It then combines the signals on each company, scores every company against what you offer, and weaves in your own network, so you discover new accounts first and work existing ones better.

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Platform Accounting Group secures $355 million in strategic growth financing led by Treville Capital Group to support its expansion efforts.

PRIVATEOct 20, 2026

Amount Raised

$355 Million

Round Type

Venture

Salt Lake CityEnergy

Investors

The Cynosure GroupBrightwood Capital AdvisorsAquilineSiguler GuffVista Credit PartnersTreville Capital Group

Description

Platform Accounting Group announced a $355 million strategic growth financing led by Treville Capital Group. This round included participation from several institutional investors, providing additional capital to accelerate PAG's acquisition strategy and expand its service offerings. The financing will also enable investments in technology and talent. Founded in 2015, PAG has grown significantly and completed over 65 acquisitions.

Company Information

Company

Platform Accounting Group

Location

Salt Lake City, Utah, United States

About

Platform is a national group of professional services firms created to preserve the dynamics of small firm cultures while incorporating the technology and connectedness of the 21st century. The company offers local teams enterprise-grade resources, capabilities and support so they can focus their time and energy on personal, high-touch relationships with their clients.

Fundz sees it the moment Platform Accounting Group raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Platform Accounting Group's next move

See what Strategic adds

Platform Accounting Group raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.