Pivot

Pivot

Private
Worcester, MassachusettsFinTechhttps://www.pivot.com/

Last Round

Series B

May 21, 2026

Total Funding Raised

$40M

Momentum Score

25 /100

Company Overview

Pivot is an insurtech company that provides an online insurance marketplace, AI solutions, and venture services for the healthcare and insurance industries.

Sector

FinTech

Verticals

InsurTech, Workflow Automation, Vertical SaaS

Business Model

B2B

Customer Profile

Marketplace Commission, Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

digital insurance marketplaceinsurance agent platformagency management systemAMSinsurtechinsurance agent toolsback-office supportinsurance BPOworkflow automationrobotic process automationRPAAI automationtools for financial advisorsinsurtech venturesannuity distribution

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Pivot Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Pivot Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series BMay 21, 2026

Key People

Founding team and executive leadership

Keith Carroll

Chief Product Officer

Executive Team

Pivot Investors

Notable investors and investment history

InvestorRounds
Visionaries ClubSeries B
Notion CapitalSeries B
HedosophiaSeries B
EmblemSeries B
Forestay CapitalSeries B
Greyhound CapitalSeries B

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 21, 2026

    $40M round led by Forestay Capital and Notion Capital.

  • Jul 9, 2025

    Monthly visitors increased 51% MoM to 1.1K.

Pivot Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Pivot Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersWorcester, Massachusetts
Employee Range4
Year Founded1968
Last FundingMay 21, 2026

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