# MarginEdge funding: rounds and investors

> MarginEdge has raised $71M across 3 rounds since 2019. Investors include Osage Venture Partners, Branded Strategic and VitalizeVC. Every round with its source.

Source: https://millionrounds.com/company/marginedge (Millionrounds; every figure on the page links to its filing or article)

United States · [Venture startup](https://millionrounds.com/companies)

# 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 summary Updated 26 Oct 2026

**$71M** raised across 3 rounds since 2019, from 3 sources

**$5.0M** Series A **$45M** Series C **$21M** Venture

- **Latest round:** Venture, $21M Jul 2026
- **Biggest round:** $45M Series 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.

2020 2021 2022 2023 2024 2025 2026

**$5.0M** Series A

**$45M** Series C

**$21M** Venture

- **First round:** Series A, $5.0M
- **Biggest round:** $45M
- **Usual gap between rounds:** 3.6 years

## The rounds

- **Jul 2026** Venture **$21M** *3 returning* [Osage Venture Partners](https://millionrounds.com/fund/osage-venture-partners) [Branded Strategic](https://millionrounds.com/fund/branded-hospitality-ventures) [VitalizeVC](https://millionrounds.com/fund/vitalize-venture-capital) Source recorded SEC filing: $21M sold
- **Dec 2022** Series C **$45M** *2 new* *1 returning* [Osage Venture Partners](https://millionrounds.com/fund/osage-venture-partners) [Branded Strategic](https://millionrounds.com/fund/branded-hospitality-ventures) [VitalizeVC](https://millionrounds.com/fund/vitalize-venture-capital) Source recorded SEC filing: $29M sold, first sale Oct 2022
- **Oct 2019** Series A **$5.0M** *2 new* [Osage Venture Partners](https://millionrounds.com/fund/osage-venture-partners) Lead In Good Company Reported by FinSMEs

## Founders and team

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

**Bo Davis** Co-founder, CEO

**Brian Mills** Co-founder, CTO

- **Emma Whelan** Chief Financial Officer
- **Jess Finnefrock** Chief Operating Officer
- **Tara Clever** Chief Revenue Officer
- **Jonathan Schuyler** VP, Operations
- **Josh Leaverton** VP, Product Development
- **Victoria Mohadjer** VP, 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 A** 2019 **Series C** 2022 **Venture** 2026 [Osage Venture Partners](https://millionrounds.com/fund/osage-venture-partners) L [Branded Strategic](https://millionrounds.com/fund/branded-hospitality-ventures) [VitalizeVC](https://millionrounds.com/fund/vitalize-venture-capital) In Good Company

## Everyone who backed them

[Osage Venture Partners](https://millionrounds.com/fund/osage-venture-partners) VC firm **3** rounds, led 1

[Branded Strategic](https://millionrounds.com/fund/branded-hospitality-ventures) Accelerator **2** rounds

[VitalizeVC](https://millionrounds.com/fund/vitalize-venture-capital) VC firm **2** rounds

In Good Company no record of our own yet **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=marginedge).

## 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.

[IrishAngels](https://millionrounds.com/fund/irishangels) Angel network Per its own site

[New Dominion Angels](https://millionrounds.com/fund/new-dominion-angels) Angel network Per its own site

[Branded Hospitality Ventures](https://millionrounds.com/fund/branded-strategic-hospitality) Accelerator Per its own site

[Little Village Capital](https://millionrounds.com/fund/little-village-capital) Investment firm Per its own site

[Sorin Capital Funds](https://millionrounds.com/fund/sorin-capital-funds) Angel network Per 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.

## Companies like MarginEdge

In the same sector, and raised in the last eighteen months.

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