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Corporate Finance Institute

Corporate Finance Institute

Private
VancouverEnterprise Softwarehttps://corporatefinanceinstitute.com/

Last Round

VC Round

Mar 19, 2021

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Corporate Finance Institute is an education and training company that provides online courses and certifications in financial modeling, valuation, and other corporate finance topics for finance and banking professionals.

Sector

Enterprise Software

Verticals

Business Intelligence

Business Model

B2C

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

financial modelingprofessional certificationfinancial planning and analysisFP&Aonline finance trainingedtechExcel add-incorporate trainingupskillinginvestment banking trainingbusiness intelligencefinance bootcampcareer developmentFMVAfinance skills gap

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Corporate Finance Institute Comparables

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Corporate Finance Institute comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Wall Street Prep
83%
Training The Street
82%
Breaking Into Wall Street
78%

Corporate Finance Institute Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundMar 19, 2021

Key People

Founding team and executive leadership

Daniel Shen

Deputy CEO

Executive Team

FMVA® Tim Vipond

Co-Founder & CEO, Chair of the Board

Founding Team

Rubel Islam

Chief Executive Officer

Executive Team

Kevin Mellor

Chief Financial Officer

Executive Team

Corporate Finance Institute Investors

Notable investors and investment history

Corporate Finance Institute investors
InvestorRounds
Arthur VenturesVC Round
ElephantVC Round

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 13, 2026

    Launched 'Strategic Problem Solving' course.

  • Feb 2, 2026

    CEO attended the 2026 Meeting in Davos to discuss online education's impact.

Corporate Finance Institute Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Corporate Finance Institute Filings

SEC and related filings with document metadata.

Firmographic Details

HeadquartersVancouver
Employee Range629
Year Founded2016
Last FundingMar 19, 2021

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