# MarginEdge Co.

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

- Industry: Software
- Headquarters: Arlington, US
- Website: www.marginedge.com
- Total disclosed funding: $122M
- Latest round: Series D (Aug 6, 2026)
- Investors on record: 10

## About

MarginEdge Co., based in the US, delivers advanced restaurant management software that enhances operational efficiency for restaurant owners through features like cost control and automated invoicing. 

Founded in 2015 and headquartered in Arlington, US, MarginEdge Co. specializes in restaurant management solutions. The company was co-founded by Bo Davis (CEO), Roy Phillips, Brian Mills (CTO), Michael Spitalney, and Sam Leiber. In August 2026, MarginEdge Co. raised USD 80 million in series D funding co-led by Ten Coves Capital and Schooner Capital, with participation from Osage Venture Partners, Derive Ventures, and Bridge Bank. The round was part of larger?series D and venture debt?funding.

MarginEdge provides a comprehensive restaurant management software platform designed to streamline various operational aspects for restaurant owners. Its core offerings include food cost control, automated invoice processing, menu analysis, and back-office efficiencies. The software enables users to monitor daily profit and loss statements, track food usage and waste, and analyze menu item profitability through real-time data. MarginEdge serves a diverse client base in the restaurant industry, including single-location establishments and multi-unit groups across the US and Canada, and integrates with various accounting and point-of-sale systems. 

Operating on a subscription-based revenue model. The company has efficiently processed over 5 million invoices, indicating robust engagement from its clients, and maintains a steady revenue stream primarily from recurring monthly fees for its software services.

The company plans to use the August 2026 funding to accelerate AI-native product development, expand capabilities for its restaurant-focused AI assistant, and automate routine operational tasks.

## Funding rounds

- Series D, Aug 6, 2026, $80M — Schooner Capital, Osage Venture Partners, Bridge Bank Ltd, Ten Coves Capital, Derive Ventures
- Series C, Oct 25, 2022, $29M — Fiserv, Inc., Ten Coves Capital, Derive Ventures
- Series A, Oct 22, 2019, $5M — Osage Venture Partners, In Good Company Hospitality Group
- Seed, Mar 21, 2019, $2.5M — IrishAngels, Osage Venture Partners
- Series A, May 9, 2018, $3.5M — Indie Enterprises
- Seed, Jan 14, 2018, $1.9M — New Dominion Angels, IrishAngels

## Investors

- New Dominion Angels — Seed
- IrishAngels (https://capitalatlas.ai/funds/irishangels) — Seed
- Indie Enterprises (https://capitalatlas.ai/funds/indie-enterprises) — Series A
- Osage Venture Partners (https://capitalatlas.ai/funds/osage-venture-partners) — Seed, Series A, Series D
- In Good Company Hospitality Group — Series A
- Fiserv, Inc. — Series C
- Ten Coves Capital (https://capitalatlas.ai/funds/ten-coves-capital) — Series C, Series D
- Derive Ventures (https://capitalatlas.ai/funds/derive-ventures) — Series C, Series D
- Schooner Capital (https://capitalatlas.ai/funds/schooner-capital) — Series D
- Bridge Bank Ltd — Series D