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Pivot

Pivot

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

Last Round

Series B

May 21, 2026

Total Funding Raised

$40M

Momentum

Top 10%

of companies Caplight tracks

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, NLP & Conversational AI

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

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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Pivot Comparables

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

Pivot comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Hippo Insurance
77%
Hub International Limited
77%
HawkSoft
71%

Pivot Funding Rounds

Historical fundraising activity

Data table
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

Pivot investors
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.

Data table
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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