Collate

Summary active Updated Jun 3, 2026

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Location San Francisco, CA
Founded 2024
Latest Stage Series B
Total Raised $125M

Investors

Redpoint Ventures series-b (2026)
Redpoint Ventures seed (2025)
First Round Capital seed (2025)
Conviction seed (2025)
Y Combinator seed (2025)

Founders

Surbhi Sarna CEO & Co-Founder
Nate Smith Co-Founder
Jigish Patel Co-Founder

About

Collate is a San Francisco-based AI platform that automates documentation for life sciences companies, generating and maintaining the regulatory filings, clinical trial paperwork, and product-development records that diagnostics, medical device, and drug development companies must produce from concept through market launch 123. The company was co-founded by Surbhi Sarna (former Y Combinator partner and founder of nVision Medical, acquired by Boston Scientific for $275M in 2018), Nate Smith (co-founder of recruiting platform Lever and former YC visiting partner), and Jigish Patel 24. Collate emerged from stealth in January 2025 with a $30M seed round and, roughly 17 months later, raised a $95M Series B led by Redpoint Ventures at a valuation approaching $1B, bringing total funding to $125M 12. The company reports 50+ customers including large pharmaceutical and medical device companies 3.

Funding History

Date Round Amount Lead Co-investors
2026-06-03 Series B $95M Redpoint Ventures 123
2025-01-21 Seed $30M Redpoint Ventures First Round Capital, Conviction Partners, Y Combinator 45

What Investors Say

No independently sourced investor quotes found at this time.

What Founders Say

Surbhi Sarna, CEO and Co-Founder, told Forbes: “Life sciences strategy and documentation is going to be the AI battleground of 2026, the same way it was for legal in 2025.” 12

Sources


  1. RamaOnHealthcare, “AI Startup Collate Raises $95 Million To Automate Life Sciences Paperwork,” June 3, 2026. Accessed June 2026. https://ramaonhealthcare.com/ai-startup-collate-raises-95-million-to-automate-life-sciences-paperwork/

  2. Forbes (via @Forbes on X), “AI Startup Collate Raises $95 Million To Automate Life Sciences Paperwork,” June 3, 2026. Accessed June 2026. https://x.com/Forbes/status/206227827800694005

  3. Wall St Engine on X, summarizing Forbes coverage of Collate’s $95M Series B led by Redpoint at ~$1B valuation, June 3, 2026. Accessed June 2026. https://x.com/wallstengine/status/2062251479784882439

  4. American Bazaar, “Biotech startup Collate secures $30 million seed fund to automate paperwork,” January 21, 2025. Accessed June 2026. https://americanbazaaronline.com/2025/01/21/biotech-startup-collate-secures-30-million-seed-fund-to-automate-paperwork458548/

  5. Surbhi Sarna on X, announcing Collate and its $30M seed round, January 13, 2025. Accessed June 2026. https://x.com/SurbhiSarnaSF/status/1878884972909781119