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Giving Docs

Giving Docs

Private
Durham, North CarolinaEnterprise Softwarehttps://about.givingdocs.com/

Last Round

Accelerator

Oct 1, 2017

Est. Valuation

$857,000

Total Funding Raised

$60,000

Company Overview

Giving Docs is a legal tech company that provides a donor-friendly estate planning platform for nonprofit organizations to grow their planned giving programs.

Sector

Enterprise Software

Verticals

Vertical SaaS, Legal Tech, Wealth Management

Business Model

B2B2C

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

estate planning softwareplanned givinglegacy givingnonprofit softwaredonor engagementwill creationlegal document automationdonor stewardshipvertical SaaSlegal techgift planningphilanthropy techB2B2Cdonor analyticswealth management

Historical Pricing

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Caplight Momentum Score

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Giving Docs Comparables

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Giving Docs comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
FreeWill
86%
LifeLegacy
85%
PlannedGiving.com
82%

Giving Docs Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorOct 1, 2017

Key People

Founding team and executive leadership

Robert Guice

Technical CoFounder CTO

Founding Team

Lindsay Newman

Chief Operating Officer

Executive Team

Giving Docs Investors

Notable investors and investment history

Giving Docs investors
InvestorRounds
Center for Advanced HindsightAccelerator

Giving Docs Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Giving Docs Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersDurham, North Carolina
Employee Range12
Year Founded2015
Last FundingOct 1, 2017

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