United States · Venture startup

Who invested in MarginEdge

3 rounds we have observed, with the 4 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Big Data & Analytics

Raised 4 months ago

Funding summaryUpdated 26 Oct 2026

$71Mraised across 3 rounds since 2019, from 3 sources

$5.0MSeries A$45MSeries C$21MVenture
Latest round
Venture, $21MJul 2026
Biggest round
$45MSeries C · Dec 2022
Investors
4 (1 led)
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

2020202120222023202420252026
$5.0MSeries A$45MSeries C$21MVenture
First round
Series A, $5.0M
Oct 2019
Biggest round
$45M
Series C · Dec 2022
Usual gap between rounds
3.6 years
the median of 2

The rounds

  1. Jul 2026
    Venture$21M3 returning

    Source recordedSEC filing: $21M sold

  2. Dec 2022
    Series C$45M2 new1 returning

    Source recordedSEC filing: $29M sold, first sale Oct 2022

  3. Oct 2019
    Series A$5.0M2 new

    Reported by FinSMEs

Founders and team

From MarginEdge's own website: 2 founders, 6 on the team.

Bo DavisCo-founder, CEO
Brian MillsCo-founder, CTO
  • Emma WhelanChief Financial Officer
  • Jess FinnefrockChief Operating Officer
  • Tara CleverChief Revenue Officer
  • Jonathan SchuylerVP, Operations
  • Josh LeavertonVP, Product Development
  • Victoria MohadjerVP, Customer Success

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Series A2019Series C2022Venture2026Osage Venture PartnersLBranded StrategicVitalizeVCIn Good Company

Everyone who backed them

Osage Venture PartnersVC firm3rounds, led 1
Branded StrategicAccelerator2rounds
VitalizeVCVC firm2rounds
In Good Companyno record of our own yet1round

Missing a round, or an investor who was in one? Tell us.

Also claim to have backed them

These 5 firms list MarginEdge as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.

IrishAngelsAngel networkPer its own site
New Dominion AngelsAngel networkPer its own site
Branded Hospitality VenturesAcceleratorPer its own site
Little Village CapitalInvestment firmPer its own site
Sorin Capital FundsAngel networkPer its own site

Quick answers about MarginEdge

Who invested in MarginEdge?

MarginEdge's investors include Osage Venture Partners, Branded Strategic, VitalizeVC and In Good Company.

How much has MarginEdge raised?

MarginEdge has raised $71M across 3 rounds since 2019.

When did MarginEdge last raise?

MarginEdge's most recent round was a Venture of $21M in Jul 2026.

What was MarginEdge's biggest round?

MarginEdge's largest round on record is $45M (Series C), in Dec 2022.

Who backed MarginEdge first?

MarginEdge's first round on record, in Oct 2019, was backed by Osage Venture Partners and In Good Company.

What stage is MarginEdge at?

MarginEdge's latest named round is a Venture, in Jul 2026.

Where is MarginEdge based?

MarginEdge is based in the United States.

Who led MarginEdge's rounds?

Osage Venture Partners led the Series A in 2019.

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