Phyllo Inc.

SAN FRANCISCO, CA · Founded 2021 · Clean tech · Still private

Software platform that analyzes homeowner financial data to identify refinancing and HELOC opportunities

Claim this profile

Follows are private to you and power your alerts

Updated · phyllo.ai

Sector
Clean tech
Headquarters
SAN FRANCISCO, CA
Founded
2021
Latest Form D
$2M, Aug 2021
Total capital
$2M
Federal grants
None on recordNo awards found in SBIR/STTR, NIH, NSF or DoD records.
Private capital raised
$2M
1 Form D · last Aug 2021
62 months since last filing
Federal contracts
None on recordNo federal contract awards found.
Granted patents
None on recordNo USPTO grants. Applications publish after 18 months.

Capital timeline

2021FEDERAL ↑EQUITY ↓Cumulative $2M1st Form D$2M
2021FEDERAL ↑EQUITY ↓Cumulative $2M1st Form D$2M

Latest events

  • Private capital raisedForm D · SEC · 1st filing$2M

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.

Founders and team

From SEC Form D filings
  • Achintya GuptaDirectorNamed in SEC Form D filings
  • Akhil BhiwalExecutive Officer, DirectorNamed in SEC Form D filings

What it has protected

No granted patents are on record.

USPTO usually publishes applications 18 months after filing, so recent applications may not be visible yet. Patents assigned under a different entity name won’t match.

Checked: USPTO granted patents and published applications · Oct 23, 2026

Regulatory activity · Clean tech

Sector-level, not company-level

Rules are matched to sector, not to company. Recent activity in a sector is context rather than a signal about this business — until rules are matched to what a company actually builds, the section is shown as context and nothing more.

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 .