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Insellerate

Insellerate

Private
Costa Mesa, CaliforniaFinTechhttps://insellerate.com/

Last Round

Growth Equity

Feb 10, 2022

Total Funding Raised

$1.25M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Insellerate is a business software company that provides an enterprise CRM, marketing automation, and AI-powered customer experience platform for the mortgage and financial services industries.

Sector

FinTech

Verticals

CRM, Lending & Credit, Marketing, Workflow Automation, Sales Enablement

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

mortgage CRMmortgage lead managementloan origination system integrationLOSmortgage marketing automationmortgage lending softwareAI lead scoringmortgage sales enablementloan officer mobile appmortgage techmortgage automationfintech CRMmortgage sales softwarelender CRMmortgage SaaS

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Insellerate Comparables

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

Insellerate comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Lendware
90%
Total Expert
90%
BNTouch
88%

Insellerate Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Growth EquityFeb 10, 2022
DebtDec 1, 2020
SeedFeb 20, 2017

Insellerate Investors

Notable investors and investment history

Insellerate investors
InvestorRounds
First AnalysisGrowth Equity
Decathlon Capital PartnersDebt
Argentum GroupGrowth Equity
Strandview CapitalSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 24, 2026

    Launched integration with Lender Price to accelerate mortgage recapture.

  • Oct 1, 2025

    Launched AI-driven CRM and borrower engagement tools named 'Aithena'.

Insellerate Filings

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Insellerate filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Insellerate a public or private company?

Insellerate is a private company.

What is the current stock price of Insellerate?

Insellerate is a private company with no public stock price. No recent secondary market data is available.

How much is Insellerate worth (valuation)?

Valuation information for Insellerate is not publicly available.

Can I buy Insellerate stock?

Insellerate shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Insellerate's last funding round?

Insellerate's most recent funding round was Growth Equity on February 10, 2022.

Who are the main investors in Insellerate?

Key investors in Insellerate include Decathlon Capital Partners, Strandview Capital.

Will Insellerate IPO soon?

No public IPO plans have been announced for Insellerate.

How can I track Insellerate secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Insellerate's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersCosta Mesa, California
Employee Range26
Year Founded2012
Last FundingFeb 10, 2022

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