# Collate Software

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/collate-software

- Industry: Healthcare IT
- Headquarters: San Francisco, US
- Website: www.collate.com
- Total disclosed funding: $125M
- Latest round: Series A (Jun 3, 2026)
- Investors on record: 6

## About

Based in California, US, and founded in 2024 by co-founders Surbhi Sarna (CEO) and Nate Smith, Collate Software, Inc. specializes in AI-driven solutions that optimize documentation processes for the lifecycle of diagnostic, medical device, and drug development. 
Collate offers a comprehensive AI-driven platform specifically intended to optimize the paperwork involved in the product lifecycle for diagnostic, medical device, and drug development companies. The platform facilitates document creation and simplification from the conceptual stage to market launch, addressing critical inefficiencies in the validation process of new products. By automating labor-intensive tasks, Collate allows its users, such as primarily professionals in pharmaceuticals, biotechnology, and medical device sectors, to focus on advancements rather than administrative burdens. The service is tailored to meet the needs of a global clientele, with particular focus on markets in North America, Europe, and Asia.

In June 2026, Collate Software, Inc. raised USD 95 million in series A funding led by group of investors Redpoint Ventures, First Round Capital, Conviction, CRV and Y Combinator. The company will use the June 2026 funding to expand its AI platform for automating life sciences regulatory documentation.

## Funding rounds

- Series A, Jun 3, 2026, $95M — CRV, Redpoint Ventures, First Round Capital, Y Combinator, Conviction
- Seed, Jan 13, 2025, $30M — First Round Capital, Y Combinator, RedPoint Capital, Conviction

## Investors

- First Round Capital (https://capitalatlas.ai/funds/first-round-capital) — Seed, Series A
- Y Combinator (https://capitalatlas.ai/funds/y-combinator) — Seed, Series A
- RedPoint Capital (https://capitalatlas.ai/funds/redpoint-capital) — Seed
- Conviction (https://capitalatlas.ai/funds/conviction) — Seed, Series A
- CRV (https://capitalatlas.ai/funds/crv) — Series A
- Redpoint Ventures (https://capitalatlas.ai/funds/redpoint-ventures) — Series A