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Bv Investment Partners Announces Majority Investment In Source Advisors

PRIVATEApr 07, 2022

Round Type

Venture

Boston

Description

BV Investment Partners (BV), a middle-market private equity firm focused on the tech-enabled business services, software and IT services sectors, announced today that it has made a majority investment in Source Advisors, a market leading specialty tax solutions and software provider focused on the SMB market.

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Company Information

Company

Source Advisors

Location

Boston, Massachusetts, United States

About

Source Advisors has helped businesses maximize specialized federal and state tax incentives for almost four decades. Headquartered in Fort Worth, TX, Source Advisors collaborates with a network of over 850 accounting firms throughout the country to bring R&D Tax Credit, Cost Segregation, §179D, §45L, and LIFO inventory solutions to their clients. With a nationwide team of more than 150 professionals, Source Advisors serves thousands of clients annually and has worked with many of the nation's most prominent accounting firms, associations, and Fortune 1000 companies. https://www.sourceadvisors.com.

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

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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 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.