Instabase, Inc.
Agentic automation platform for extracting and processing intelligence from complex documents
New patent ·
- Sector
- Software
- Headquarters
- SAN FRANCISCO, CA
- Founded
- 2015
- Latest Form D
- $23.2M, May 2017
- Total capital
- $26.9M
- Federal grants
- None on recordNo awards found in SBIR/STTR, NIH, NSF or DoD records.
- Private capital raised
- $26.9M
- 2 Form D · last May 2017
- 113 months since last filing
- Federal contracts
- None on recordNo federal contract awards found.
- Granted patents
- 30
- 10 pending · first 2021
- Rank in peer group#45 of 2705
Capital timeline
Latest events
- Private capital raisedForm D · SEC · 2nd filing$23.2M
- Private capital raisedForm D · SEC · 1st filing$3.8M
Node area is scaled to amount. Form D reports securities sold, which can differ from an announced round; filings are numbered in the order they were made.
Standing among 2705 peers
Line = medianSoftware · Platform
- Granted patents#45 · top 2%
Cumulative measures favor older companies. Rankings describe position today, not outcome. Below the median, ranks show as a band rather than a number.
Founders and team
From SEC Form D filings- Aditya RameshDirectorNamed in SEC Form D filings
- Anant BhardwajExecutive Officer, DirectorNamed in SEC Form D filings
- David KargerDirectorNamed in SEC Form D filings
- Gerald ChenDirectorNamed in SEC Form D filings
- Peter SonsiniDirectorNamed in SEC Form D filings
What it has protected
USPTO · 30 granted of 40- New patentSystems And Methods For Generating Prompts For Machine Learning Models Based On User-selected Source Document InformationUSPTOUS 12,754,957
- PendingSystems And Methods For Federated Task Performance Controlled By AgentsUSPTOApplication 19664706
- PendingSystems And Methods For Using Prompt Dissection For Large Language ModelsUSPTOApplication 19461289
Show all 40 patent records
- Systems And Methods For Generating Prompts For Machine Learning Models Based On User-selected Source Document InformationOct 6, 2026 · US 12,754,957Granted
- Systems And Methods For Federated Task Performance Controlled By AgentsSep 17, 2026 · Application 19664706Pending
- Systems And Methods For Using Prompt Dissection For Large Language ModelsSep 3, 2026 · Application 19461289Pending
- Systems And Methods For Producing Confidence Scores For Replies From Machine Learning ModelsJul 9, 2026 · Application 19012620Pending
- Systems And Methods For Providing User Interfaces To Converse With A Corpus Of Electronic Documents Via A Large Language ModelJul 7, 2026 · US 12,675,510Granted
- Systems And Methods For Federated Task Performance Controlled By AgentsJun 23, 2026 · US 12,664,164Granted
- Systems And Methods For Using Prompt Dissection For Large Language ModelsApr 7, 2026 · US 12,596,736Granted
- Systems And Methods To Extract Semantic Information From DocumentsMar 19, 2026 · Application 18161621Pending
- Systems And Methods For Using A Large Language Model For Large DocumentsFeb 26, 2026 · Application 19284213Pending
- Systems And Methods For Using One Or More Machine Learning Models To Perform Tasks As PromptedJan 22, 2026 · Application 19340489Pending
- Systems And Methods For Using One Or More Machine Learning Models To Perform Tasks As PromptedDec 9, 2025 · US 12,493,754Granted
- Systems And Methods For Access Control For Federated Retrieval-augmented GenerationDec 2, 2025 · US 12,488,136Granted
- Systems And Methods For Agent-controlled Federated Retrieval-augmented GenerationOct 21, 2025 · US 12,450,217Granted
- Systems And Methods To Extract Semantic Information From DocumentsOct 16, 2025 · Application 18446662Pending
- Systems And Methods For Providing User Interfaces For Configuration Of A Flow For Extracting Information From Documents Via A Large Language ModelOct 9, 2025 · Application 19242059Pending
- Systems And Methods For Using A Large Language Model For Large DocumentsSep 16, 2025 · US 12,417,352Granted
- Systems And Methods For Providing User Interfaces For Configuration Of A Flow For Extracting Information From Documents Via A Large Language ModelAug 5, 2025 · US 12,380,140Granted
- Systems And Methods For Using A Text-based Document Format To Provide Context For A Large Language ModelJul 1, 2025 · US 12,346,649Granted
- Systems And Methods For Using Prompt Dissection For Large Language ModelsFeb 4, 2025 · US 12,216,694Granted
- Systems And Methods For Automatic Self-configuration Of Customer-specific Deployment Of Set Of Enterprise Software ApplicationsDec 24, 2024 · US 12,175,239Granted
- Systems And Methods For Providing User Interfaces For Configuration Of A Flow For Extracting Information From Documents Via A Large Language ModelAug 20, 2024 · US 12,067,039Granted
- Systems And Methods For Providing A User Interface That Facilitates Provenance Tracking For Information Extracted From Electronic Source DocumentsAug 6, 2024 · US 12,056,331Granted
- Systems And Methods To Identify Document Transitions Between Adjacent Documents Within Document BundlesMar 14, 2024 · Application 18517849Pending
- Systems And Methods To Control Configurations Of Customer-specific Deployments Of Sets Of Enterprise Software ApplicationsJan 2, 2024 · US 11,861,338Granted
- Systems And Methods To Identify Document Transitions Between Adjacent Documents Within Document BundlesDec 26, 2023 · US 11,853,905Granted
- Systems And Methods For User-Specific Distribution Of Enterprise Software And Compensation For User-specific Monitored Usage Of The Enterprise SoftwareNov 28, 2023 · US 11,830,045Granted
- Systems And Methods For Spatial-aware Information Extraction From Electronic Source DocumentsOct 19, 2023 · Application 18339631Pending
- Systems And Methods For Spatial-aware Information Extraction From Electronic Source DocumentsAug 1, 2023 · US 11,715,318Granted
- Systems And Methods To Configure Customer-specific Deployments Of Sets Of Enterprise Software ApplicationsAug 1, 2023 · US 11,714,623Granted
- Systems And Methods For Automatically Modifying Pipelined Enterprise SoftwareMar 7, 2023 · US 11,599,446Granted
- Systems And Methods For Automatic Self-configuration Of Customer-specific Deployment Of Set Of Enterprise Software ApplicationsFeb 7, 2023 · US 11,573,789Granted
- Systems And Methods To Control Navigation Within An Interactive Networked Application Between Instances Of Enterprise Software ApplicationsFeb 7, 2023 · US 11,573,680Granted
- Systems And Methods To Control Configurations Of Customer-specific Deployments Of Sets Of Enterprise Software ApplicationsJan 17, 2023 · US 11,556,322Granted
- Systems And Methods To Identify Document Transitions Between Adjacent Documents Within Document BundlesAug 16, 2022 · US 11,416,753Granted
- Systems And Methods For Automatic Self-configuration Of Customer-specific Deployment Of Set Of Enterprise Software ApplicationsJul 5, 2022 · US 11,379,223Granted
- Systems And Methods For Spatial-aware Information Extraction From Electronic Source DocumentsApr 26, 2022 · US 11,315,353Granted
- Systems And Methods For Automatically Modifying Pipelined Enterprise SoftwareApr 19, 2022 · US 11,307,963Granted
- Systems And Methods To Control Navigation Within An Interactive Networked Application Between Instances Of Enterprise Software ApplicationsMar 22, 2022 · US 11,281,355Granted
- Systems And Methods To Control Configurations Of Customer-specific Deployments Of Sets Of Enterprise Software ApplicationsJan 11, 2022 · US 11,221,836Granted
- Systems And Methods To Configure Customer-specific Deployments Of Sets Of Enterprise Software ApplicationsNov 30, 2021 · US 11,188,318Granted
Related companies, and why
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- dragonboat Inc.Similar federal contract value in Software · null in contracts
- Duality Technologies Inc.Similar federal contract value in Software · null in contracts
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- SENTINEL DEVICES LLCSimilar federal contract value in Software · null in contracts
Sources
Federal grants from SBIR/STTR, NIH, NSF and DoD records. Federal contracts from USAspending.gov. Private capital from SEC Form D. Patents from USPTO. Publications from OpenAlex. Regulatory activity from the Federal Register. Press matched on company name.
How to read this page
Figures show associations in public records, not causes or predictions. Nothing here is investment advice. An em-dash means no record was found under this company's name, not that none exists.
Data freshness
SEC Form D filings through . SBIR and STTR awards through .