Pivot

Private

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

Last Round

Series B

May 21, 2026

Total Funding Raised

$67M

Momentum

Top 5%

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, 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

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 Comps

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

Pivot comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Pivot Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Series B	May 21, 2026
Series A	Dec 13, 2023
Pre Seed	Oct 2, 2023

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Key People

Founding team and executive leadership

Keith Carroll

Chief Product Officer

Executive Team

Pivot Investors

Notable investors and investment history

Pivot investors
Investor	Rounds
Anamcara Capital	Series A, Pre Seed
Visionaries Club	Series B, Series A, Pre Seed
Notion Capital	Series B
Financière Saint James	Pre Seed
Hedosophia	Series B
Emblem	Series B, Series A, Pre Seed
Cocoa Ventures	Pre Seed

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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.

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Pivot Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
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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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