Maxio Due Diligence

Run due diligence on Maxio: check compliance and get alerts when suppliers change.

United States · www.maxio.com/chargify · 28 vendors

Maxio is a financial operations platform designed for B2B SaaS and subscription-based businesses. It provides solutions for subscription billing, revenue recognition, financial reporting, and churn management, automating complex financial workflows. The company was formed in 2022 from the merger of Chargify and SaaSOptics.

Resilience scores

Technology vendors

Services catalogue

1 service in catalogue across 1 category; runs on 28 sub-vendors.

Insights

Last updated 2026-08-03 · revision 2

28 direct vendors, 230 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

7 in-scope frameworks identified; showing 3.

ISO 27001 (source) — Evidence found

Evidence: https://www.maxio.com/security, https://www.maxio.com/wp-content/uploads/2026/03/Maxio-1665797-6.pdf, https://www.maxio.com/dpa

ISAE 3000 (source) — No public evidence

Evidence: https://www.maxio.com/security, https://www.maxio.com/dpa

EU-U.S. Data Privacy Framework — Evidence found

Evidence: https://www.maxio.com/security, https://www.dataprivacyframework.gov/list

Financials

Three-year financials

Financial Resilience Score: 7/10

Maxio is a well-established, PE/growth-equity-backed private SaaS company with a defensible position in B2B subscription billing and SaaS financial operations. The company benefits from a recurring-revenue business model with high visibility into revenue, as its own customers are B2B SaaS with sticky ARR-based relationships. Backing from Battery Ventures, a large long-horizon growth-equity investor, along with an initial combined investment of more than $150M at the time of the 2021 merger, provides substantial runway and financial stability. The company's scale (2,000+ customers processing approximately $20B in annual billings) creates durable transaction-linked revenue potential through usage-based fees. Post-RevOps.io acquisition in 2025, Maxio covers the full stack of CPQ → billing → revenue recognition → metrics, broadening wallet share and raising switching costs. Enterprise-grade compliance certifications (SOC 1, SOC 2, ISO 27001, PCI DSS Level 1, GDPR) support the enterprise sales motion. However, several risks temper the resilience assessment. As a private company, there is significant opacity around leverage, burn, and profitability. The customer base is concentrated in B2B SaaS and AI companies, making Maxio vulnerable to downturns in SaaS/AI funding cycles. The company faces intense competition from Stripe Billing, Zuora, Chargebee, Recurly, Sage Intacct, NetSuite, and emerging AI-native billing startups like Metronome, Orb, and m3ter. Integration risk from consolidating three products (Chargify, SaaSOptics, RevOps.io) creates architectural complexity and potential customer churn during platform migration.

Key strengths: Recurring SaaS subscription revenue model with high visibility, Well-capitalized by Battery Ventures (>$150M growth equity in 2021), Scale of 2,000+ customers processing ~$20B in annual billings, Product breadth spanning CPQ, billing, revenue recognition, and metrics, Enterprise compliance certifications (SOC 1/2, ISO 27001, PCI DSS Level 1, GDPR), 60+ integrations and 99.9% platform uptime

Risk factors: Private-company opacity - no audited financials publicly available, Concentrated end-market exposure to B2B SaaS and AI companies, Intense competition from Stripe Billing, Zuora, Chargebee, Recurly, and AI-native billing startups, Consolidation execution risk from integrating Chargify, SaaSOptics, and RevOps.io, Sponsor exit horizon may drive operational changes, Recent CFO transition (Dan Owens → Jon Cochrane in June 2026)

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