FloQast is a cloud-based accounting transformation platform for corporate accounting teams. It uses software, AI, and automation to streamline close management, reconciliations, and related workflows.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
$1.6B
Series E, Apr 2024, Perplexity
UpMarket Estimate
$1.5B
Based on UpMarket valuation model
Previous Price
$1.2B
Series D 2021
How to Invest in FloQast Through UpMarket
FloQast shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available FloQast offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
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Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
Apr 2024
Series E
$1.6B
2021
Series D
$1.2B
2020
Series C
FloQast Revenue and Growth
Annual revenue
Why Investors Are Watching FloQast
Growth Signal
FloQast says ARR topped $200M as it moved upmarket
FloQast said it hit a $200 million annual recurring revenue milestone and attributed growth to a move upmarket. The company also highlighted continued investment in an enterprise-grade platform as a growth driver.
Competitive Moat
FloQast built a workflow platform for close and reconciliations
FloQast’s cloud software helps accounting teams reduce human error, organize workflows, assign tasks, and automate time-consuming tie-outs and reconciliations. It is described as one of the three most commonly used close management software products.
Market Opportunity
FloQast targets the month-end close market with ERP integrations
FloQast is used for month-end close checklists, account reconciliations, and flux analysis, and it integrates with ERP systems to import financial data. That positions it across core controller workflows where process standardization and automation can expand usage.
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No. As of March 2026, FloQast is a private company and does not trade on any public stock exchange. Accredited investors can access FloQast shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
FloQast does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in FloQast shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. FloQast shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
FloQast provides a cloud-based accounting transformation platform for corporate accounting teams, with 2024 revenue of $100M and ARR topping $200M as it moved upmarket, at a $1.5B valuation — accredited investors can access FloQast stock through UpMarket.