A SaaS platform that automates & simplifies R&D tax credits

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Joshua Lee

About the Company

By utilizing machine learning, AI, and algorithms, Ardius automatically discovers, categorizes, and qualifies eligible tax credits and expenses. Ardius’ key technology integrates with any company’s existing technical and financial systems.

What Ardius Loves About Operate:

“Having been a venture builder myself, I know capital and funding are only the starting point. In order to execute, we need to find partners that are just as hungry and passionate as we are (if not more)! This means understanding what it takes to make a company work in its earliest stages and being willing to roll up their sleeves – whenever and wherever needed. The Operate Team is an additional A+ player and extension of my executive team.”


– Joshua Lee

About Joshua

Joshua Lee is the co-founder and CEO of Ardius. Prior to Ardius, Joshua served as a senior executive for over 13+ years with Ernst & Young, a leading global consulting and advisory firm. It was there he focused primarily on understanding the impact of various credits and incentives for both start-ups and Fortune 100 companies alike. After starting his own venture fund(s) soon thereafter, he noticed his portfolio of companies did not have the same access to these types of credits and decided to set out to democratize taxes.

A seasoned leader in start-up operations and funding, Joshua has had multiple exits as both an investor and founder. He continues to focus on fintech because it blends all of his accounting/tax knowledge with his passion for technology. Joshua currently serves on the boards of directors/advisors of numerous companies and holds multiple degrees in Business-Economics, Accounting, and Taxation.

Why Operate Accepted Ardius into the Studio:

“Ardius’ software is a big need for all companies leveraging R&D credits. The team has a great vision and plan thanks to their deep domain expertise, and they’ve had amazing traction in such a short timeframe. The founder immediately saw the value in working with Operate to build a better company, faster.”

in the

Unlocking R&D Tax Credits For The Unsuspecting Small Business


Startups Love Non-Dilutive Capital

on the Operate Podcast