CapShift
PrivateLast Round
Series B
Aug 14, 2024
Total Funding Raised
$9M
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, Financial Data
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CapShift Comps
Public and private peers based on sector, stage, and business model.
CapShift Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Aug 14, 2024 | ||||
| Series A | Aug 23, 2021 |
Key People
Founding team and executive leadership
CapShift Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Impact Investors | Series A |
| The Grantham Foundation for the Protection of the Environment | Series A |
| Gratitude Railroad | Series A |
| Spring Point Partners | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 30, 2025
Liz Sessler promoted to president, retaining COO role.
CapShift Filings
SEC and related filings with document metadata.
| 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 |
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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 |
Frequently Asked Questions
Common questions about CapShift's valuation, stock price, and market status.
