# Feathery

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/feathery

- Industry: Software
- Headquarters: San Francisco, US
- Website: www.feathery.io/
- Total disclosed funding: $29M
- Latest round: Series A (Jul 14, 2026)
- Investors on record: 8

## About

Feathery Inc., based in the US, provides an AI-driven platform focused on optimizing data intake workflows, enabling users to build customizable forms efficiently and effectively for various industries, particularly financial services and insurance. Based in San Francisco, Feathery, Inc. was founded in 2021 by Peter Dun and Zack Khan to develop configurable data-intake and workflow software. In October 2025, the company announced investment from Erie Strategic Ventures and described expanded insurance data-intake operations. In February and March 2026, it launched expanded Schwab API connectivity for embedded digital account opening. In July 2026, Feathery announced USD 30 million in total funding, including its completed Series A, from Portage Ventures, Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures and Bain Capital Ventures. Feathery offers an AI-powered platform specializing in data intake workflows, equipped with tools for building customizable forms featuring advanced logic and seamless document handling capabilities. The core product enables users to create pixel-perfect forms without coding, catering to financial services firms, insurance companies, and other enterprises. Key features include automated proposal generation, document analysis, and client onboarding automation, with a strong emphasis on precision, achieving over 98% accuracy in structured data extraction from various formats. Feathery serves a diverse clientele across multiple geographical markets, focusing particularly on the financial services and insurance sectors in North America, with an emphasis on registered investment advisors and broker dealers. Feathery generates revenue through a subscription-based model, providing access to its suite of services aimed at organizations needing advanced document and data management solutions. Clients engage with the platform typically under structured subscription plans that may include tiered pricing based on usage and features. The core offerings, including the AI-enabled form builder and document processing capabilities, support transactions that enhance operational efficiencies within client organizations. The service framework is tailored to meet the needs of businesses of varying sizes, ensuring broad accessibility to comprehensive features. Feathery plans to invest in products that use its cross-client data network to improve decision accuracy and data movement across workflows, hire across engineering and go-to-market teams, and continue expanding custodian and platform integrations for automated wealth-management workflows.

## Funding rounds

- Series A, Jul 14, 2026, $25M — Index Ventures, Bain Capital, SV Angel, Portage Ventures, BrokerTech Ventures, Allstate Strategic Ventures, Erie Strategic Ventures, Clocktower Ventures
- Seed, Jun 30, 2021, $4.5M — Index Ventures, Bain Capital

## Investors

- Index Ventures (https://capitalatlas.ai/funds/index-ventures) — Seed, Series A
- Bain Capital (https://capitalatlas.ai/funds/bain-capital) — Seed, Series A
- SV Angel (https://capitalatlas.ai/funds/sv-angel) — Series A
- Portage Ventures (https://capitalatlas.ai/funds/portage-ventures) — Series A
- BrokerTech Ventures (https://capitalatlas.ai/funds/brokertech-ventures) — Series A
- Allstate Strategic Ventures (https://capitalatlas.ai/funds/allstate-strategic-ventures) — Series A
- Erie Strategic Ventures (https://capitalatlas.ai/funds/erie-strategic-ventures) — Series A
- Clocktower Ventures (https://capitalatlas.ai/funds/clocktower-ventures) — Series A