Moxo, Inc.

Cupertino, California

Classification

Private

Financials

Revenue & Profit

Revenue

Valuation

Valuation

Ratios

Revenue / EBITDA
$123 MM
Valuation / Revenue
$123 MM
Valuation / Employees
$123 MM
EBITDA / Revenue
$123 MM
1-Year CAGR (Revenue)
03
3-Year CAGR (Revenue)
11
1-Year CAGR (Employees)
19
3-Year CAGR (Employees)
96

People

Employee Figures

Employees

Key Executives

NameTitleSocialsEmailPhone
John DoeEmployee
--
Jane DoeEmployee
John DoeEmployee
John DoeEmployee

401K

Total Active Participants
1234
No. Participants with Account Balances
56789
Total Liabilities Start of Year
1234
Total Assets Start of Year
56789

Deals

M&A2024-03-15Completed

Seller

Founders Group

Investor Sponsors

NorthBridge PE

Deal Amount

$120M

Target Company Valuation

$1.20 MM

Techniques

Acquisition of Assets, Taken Private

Stake Tags

100%

Is PE deal

Yes

Is deal PE backed

Yes

Total Acquired

100%

Secondary Transaction2023-09-01Canceled

Target

BrightHealth Technologies

Seller

Early Investors Consortium

Investor Sponsors

--

Deal Amount

Undisclosed

Target Company Valuation

NaN

Techniques

Secondary Sale, Management Buy-out (MBO)

Stake Tags

Majority

Is PE deal

No

Is deal PE backed

Yes

Total Acquired

65%

Funding

About

About

Moxo, Inc. is a technology company founded in 2012 by Subrah Iyar and Stanley Huang, with its headquarters located in Cupertino, California. The company specializes in providing a client interaction platform designed to modernize business processes through digital automation and workflow orchestration. Initially launched as Moxtra, it rebranded to Moxo in 2022 to reflect its evolution from a collaboration tool to a comprehensive solution for managing client, vendor, and partner relationships across various industries. Moxo aims to address the inefficiencies of fragmented client engagement by offering a unified platform, though its roots in the WebEx legacy raise questions about whether it truly innovates or builds on established collaboration frameworks. Business/Product Breakdown Moxo, Inc. offers a service orchestration platform that transforms complex B2B interactions into streamlined digital workflows, supporting industries such as financial services, legal, healthcare, consulting, and logistics. The platform features a OneStop Client Interaction Hub, which includes client portals, workflow automation, document management, and secure messaging, accessible via mobile and web interfaces. Key components include a no-code workflow builder for creating multi-party processes, intelligent alerts, audit trails, and integrations with systems like CRMs and ERPs, enhanced by partnerships with firms like Citibank and Standard Chartered. Recent additions, such as the Dynamic Data Reference feature and recognition in the 2025 Global Private Banker WealthTech Awards, highlight its focus on innovation.

Keywords

Keywords

Classified

Private