Capitalize
PrivateLast Round
Seed
Jul 21, 2025
Total Funding Raised
$4M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Capitalize operates in FinTech and is based in Newport Beach, California. Its latest recorded funding round was a Seed round in July 2025.
Capitalize is an AI-powered commercial real estate finance platform that provides data-driven insights, lender matching, and deal sourcing tools for CRE professionals.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms
Business Model
B2B2C
Customer Profile
Revenue Share, Freemium
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Capitalize Comparables
Compare Capitalize with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Beagle Financial Services | 85% | |
| Betterment | 62% | |
| Principal Financial Group Inc. | 60% |
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Capitalize Funding Rounds
Historical fundraising activity
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Capitalize Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Treasury | Seed |
| FJ Labs | Seed |
| Lerer Hippeau | Seed |
| Treasury | Seed |
| Sway Capital | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 22, 2026
Added Archer Advisory LLC, a financial services startup, as a customer.
- Mar 11, 2026
Grew 21% QoQ, from 14 to 17 employees.
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Capitalize Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Capitalize's valuation, stock price, and market status.
Is Capitalize a public or private company?
Capitalize is a private company.
What is the current stock price of Capitalize?
Capitalize is a private company, so its shares have no public market price. Caplight tracks Capitalize's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Capitalize worth (valuation)?
Valuation information for Capitalize is not publicly available.
Can I buy Capitalize stock?
Capitalize shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Capitalize's last funding round?
Capitalize's most recent funding round was Seed on July 21, 2025.
Who are the main investors in Capitalize?
Key investors in Capitalize include Treasury, FJ Labs, Lerer Hippeau, Treasury, Sway Capital.
Will Capitalize IPO soon?
No public IPO plans have been announced for Capitalize.
How can I track Capitalize secondary market activity?
Caplight tracks bids, offers, and trades in Capitalize's shares on secondary markets.