Holm EST. 2024 MEMO 04 / APR 2026

— SERIES A — CONFIDENTIAL PRE-READ

# Banking and back-office for the 1.4 million lawyers who were never supposed to be alone.

Why solo and small-firm legal is the largest unbundled fintech opportunity left in professional services.

NAOMI VELEZ — CO-FOUNDER, CEO · DANIEL LIOR — CO-FOUNDER, CTO HOLM.LAW
02 — THE PROBLEM HOLM · 02 / 03

## The median solo lawyer sends 34% of their billable hours to a bookkeeper, a bank, and a filing service that don't talk to each other.

MARKET SIZE

1.4M
US solo + small-firm lawyers.

TIME LOST

34%
Billable hours on back-office.

TAM

$18B
Annual, US only.
04 — THE ASK HOLM · 03 / 03

## $11.4M Series A, led by Felicis. Closing 6/15.

Re-up from First Round and Cowboy. Notable angels: Patrick McKenzie, Olympia Hostler (Quaderno), Marshall Kirkpatrick.

USE OF FUNDS — 24 MONTH PLAN

52%
Engineering & product
Trust accounting, payroll, multi-state filings.
28%
Go-to-market
Direct + state bar partnerships in CA, TX, NY.
12%
Compliance & licensing
MTL, sponsor bank coverage.
8%
Operations
Brand, finance, ops.

THE TEAM

N
Naomi Velez — CEO
Latham & Watkins associate '14–'19. Solo practice 5 yrs. Cornell Law.
D
Daniel Lior — CTO
Ledger infra at Plaid. Built ACH stack at Modern Treasury. Waterloo CS.

DIRECT

naomi@holm.law+1 (415) 555-0142
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