Pitch Stage

FATE Pitch Stage is the place for finance and accounting startups to network and make deals.

FATE Pitch Stage Finalists will have the opportunity to pitch their products or services to our audience of venture capitalists, angel investors, entrepreneurs, and potential customers such as CFOs, VPs of finance, controllers, and IT executives.

When you are not busy pitching, you will have demo space in the FATE Startup Pavilion, where you will be able to network one-on-one with audience members. FATE Pitch Stage Finalists will also receive free registration to all FATE programming, access to professional coaching, and a chance to win a $2,500 prize!

The FATE Pitch Stage application is FREE and closes August 9, 2024

FATE Pitch Stage is currently accepting applications for startups focused on the following categories:

Accounting, Financial Planning & Compliance

Startups pursuing disruptive software and services for recording financial transactions, tracking revenue and income, monitoring expenses and conducting financial planning and analysis. Emerging companies are also developing products and technology to assist in financial and regulatory reporting and other compliance activities.

  • accounting systems and tools
  • auditing & tax
  • GRC (governance, risk & compliance) systems
  • Fraud prevention
  • all-in-one financial planning platforms (including finance as a service and industry-specific solutions)
  • FP&A
  • business intelligence and predictive analytics
  • budgeting & forecasting
  • financial modeling
  • cap table, equity management, and investor relations tools
  • financial & regulatory reporting (including ESG)
  • financial close & consolidation tools
  • asset management software

Cash Flows (AP/AR) & Payments

Companies developing software and services that streamline or automate the handling of cash flows, working capital, purchasing and payments. Startups in this category are also pursuing innovation in employee expense management & reimbursement and supply chain management.

  • accounts receivable/accounts payable software
  • expense management
  • billing systems (including subscription management)
  • payments automation & processing
  • payment gateways
  • online banking
  • produce-to-pay & procurement and sourcing systems
  • purchase order management
  • inventory control (including scanning and warehouse management tools)
  • supply chain optimization and intelligence
  • collections & credit software
  • e-commerce platforms & tools
  • cash & treasury management

Data Management & Security

Companies launching services and systems that assist organizations in organizing, securing, manipulating, and ensuring the accuracy of financial and operational data. Tools in this emerging area integrate operational and financial data to provide a holistic view of business performance that improves decision-making.

  • databases
  • database tools
  • data management and data integration software
  • enterprise resource planning (ERP) systems and modules
  • data warehouses
  • data security
  • cloud data storage platforms
  • data governance
  • platforms for specialized data, such as ESG
  • data visualization tools

People & Productivity Tools

Emerging software and systems that help companies manage people internally, through everything from human resources recordkeeping to recruiting and onboarding to employee training (learning). Other entrepreneurs in this category develop software and services to automate previously manual tasks. A subcategory of tools helps staff manage customer relationships, target the correct sales prospects and increase sales team productivity.

  • human resource information systems (HRIS) and talent management tools
  • corporate performance management
  • workforce management and employee scheduling
  • business process and project management
  • document management
  • robotic process automation
  • generative AI platforms and tools
  • customer relationship management systems
  • contact management systems
  • sales engagement software
  • CPG (configure, price, quote) software
  • contact center management systems
  • customer service chatbots

Judging Criteria:

Benefits of Entering the Pitch Contest

Access to Industry Leaders

Participants will have the unique opportunity to present their innovative tech solutions to an audience of finance and accounting experts. This exposure can lead to valuable connections, potential collaborations, and mentorship from established professionals.

Market Validation

The pitch contest provides a platform for entrepreneurs to test their ideas and receive critical feedback from industry professionals. This can help refine their product-market fit and tailor their solutions to the specific needs of corporate finance.

Visibility and Publicity

Finalists will benefit from heightened visibility through media exposure and promotional activities. This attention can attract potential customers, partners, and investors interested in innovative finance solutions.

Investor Interest

With investors often keen to discover the next breakthrough, the contest serves as an ideal platform to showcase products and generate interest from venture capitalists, angel investors, and other funding sources.

Networking Opportunities

The event brings together a diverse group of entrepreneurs, mentors, and corporate professionals, providing participants with a fertile environment to exchange ideas and build relationships.

Learning Experience

The pitching process and feedback sessions offer a learning curve for participants, helping them refine their business model, improve their pitching skills, and gain insights into market expectations.

Cash Prize

The cash prize awarded to the winner of each pitch track is a recognition of innovative ideas and a helpful financial boost that can aid in further developing the startup’s tech solutions.

The FATE Pitch Stage application is FREE and closes on August 9, 2024.


There is no fee to apply.

  • Companies may enter only one product or service in the competition.
  • The submitted product or service must fall under one of the FATE Pitch Stage tracks.
  • Companies may only compete in one of the competition tracks.
  • The submitted product or service must have been conceived no earlier than January 2021.
  • Companies must not have raised more than $10 million in funding from combined funding sources.

Each Finalist will be granted 3 minutes to pitch, followed by 6 minutes of Q&A with a panel of judges who have investment experience in the Finalist’s space.

FATE Pitch Stage judges will focus on these four critical elements:

  • Creativity – the differentiation, originality, and uniqueness of the idea
  • Traction – market validation as measured by users, sales, marketing exposure, etc.
  • Opportunity – the potential actualization, longevity, and profitability of the idea
  • Team – the caliber of the leadership, advisors, and employees in place

Yes! Companies participating at FATE Pitch Stage will receive two (2) complimentary registration badges for FATE, good for access to all keynotes, panels, and other activities. These complimentary badges must be assigned to specific individuals attending the conference.

Additionally, each presenting company will have the opportunity to network and demo their product or service as part of the FATE Startup Pavilion.

All Pitch Stage applicants will receive a code providing them one (1) free registration for FATE.

FATE staff will screen applicants to ensure they meet all eligibility requirements, and a steering committee of finance and accounting experts will review each application to decide which products and services are the most innovative.

We strongly encourage all applicants to submit a brief video pitching the company. This pitch video should be two (2) minutes or less and should feature the applicant speaking to the camera—we want to see how you pitch, not what your video editing software can do.

We also strongly encourage you to upload a current pitch deck (no longer than 10 slides), along with a marketing video demonstrating your product or service or a video of you pitching at a prior event. Our application committee weighs these materials heavily.

Applicants selected to participate will receive an email invitation from FATE staff. Participating companies will be notified in September 2024. Please refrain from contacting staff of StrategicCFO360 or The CFO Leadership Council regarding the status of your application. We receive a high volume of submissions and will update all applicants regarding their status as soon as possible.

Have additional questions?

Please contact FATE Pitch Stage Manager Philip Cogley:
[email protected]