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Equity Shift

Equity Shift

Private
Raleigh, North CarolinaFinTechhttps://equityshift.com/

Last Round

Seed

Feb 23, 2021

Total Funding Raised

$1.63M

Company Overview

Equity Shift is a fintech and broker-dealer company that provides a software platform to automate and manage private market securities transactions.

Sector

FinTech

Verticals

Investment Platforms, RegTech, Compliance & Risk, Wealth Management, Workflow Automation

Business Model

B2B

Customer Profile

Marketplace Commission, Subscription SaaS

AI Layer

Non-AI

Keywords

Alternative Trading SystemATSsecondary marketprivate securitiesequity management platformlicensed broker-dealerprivate market liquiditycap table managementpre-IPO tradingsecondary marketplacetender offersdigital fundraisingcompliance managementissuer-controlled secondariesemployee stock liquidityB2B SaaStransaction fees

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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Equity Shift Comparables

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Equity Shift Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedFeb 23, 2021

Equity Shift Investors

Notable investors and investment history

Equity Shift investors
InvestorRounds
Triangle Tweener FundSeed
Center for Entrepreneurial DevelopmentSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Feb 23, 2021

    $1.63M raised from Triangle Tweener Fund and others.

Equity Shift Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Equity Shift Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersRaleigh, North Carolina
Employee Range23
Year Founded2019
Last FundingFeb 23, 2021

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