CapShift

Private

Newton, MassachusettsFinTechhttps://capshift.com/

Last Round

Series B

Aug 14, 2024

Total Funding Raised

$12M

Company Overview

CapShift is a financial software company that provides an impact investing platform and solutions to empower philanthropic and financial institutions to mobilize capital for social and environmental change.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, ESG Analytics

Business Model

B2B2C

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Application

Keywords

impact investingdonor-advised fundDAFimpact investing platformESG investingprivate marketswealth management softwareimpact reportingdue diligenceinvestment research enginesustainable financephilanthropy techinvestment APIfamily office servicesmission-driven investing

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

CapShift Comparables

Compare CapShift with similar companies based on industry and business-model similarity.

CapShift comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Opto Investments	76%
Ethic	74%
CAIS	72%

View all Comparables

CapShift Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Series B	Aug 14, 2024
Series A	Aug 23, 2021

View all Funding Rounds

Key People

Founding team and executive leadership

Adam R.

CEO Chief Investment Officer (Co-Founder)

Founding Team

Liz Sessler

President And COO

Executive Team

CapShift Investors

Notable investors and investment history

CapShift investors
Investor	Rounds
MissionPoint Partners	Seed
Grantham Foundation for the Protection of the Environment	Series A
Brazen Impact	Series A
Impact Investors	Series A
The Grantham Foundation for the Protection of the Environment	Series A
Gratitude Railroad	Series A
Spring Point Partners	Series A

View all Investors

Market signals

Structured signals derived from secondary market and firmographic data.

Apr 30, 2025
Liz Sessler promoted to president, retaining COO role.

View all signals

CapShift Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation

CapShift Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about CapShift's valuation, stock price, and market status.

Firmographic Details

HeadquartersNewton, Massachusetts

Employee Range30

Year Founded2018

Last FundingAug 14, 2024

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.