CapShift
PrivateLast Round
Series B
Aug 14, 2024
Total Funding Raised
$12M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
CapShift is a financial software company that provides an impact investing platform and solutions to empower philanthropic and financial institutions to mobilize capital for social and environmental change.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, ESG Analytics
Business Model
B2B2C
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CapShift Comparables
Compare CapShift with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Opto Investments | 76% | |
| Ethic | 74% | |
| CAIS | 72% |
CapShift Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Aug 14, 2024 | ||||
| Series A | Aug 23, 2021 |
CapShift Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| MissionPoint Partners | Seed |
| Grantham Foundation for the Protection of the Environment | Series A |
| Brazen Impact | Series A |
| Impact Investors | Series A |
| The Grantham Foundation for the Protection of the Environment | Series A |
| Gratitude Railroad | Series A |
| Spring Point Partners | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 26, 2026
Grew 22% QoQ, from 27 to 33 employees.
- Apr 30, 2025
Liz Sessler promoted to president, retaining COO role.
CapShift 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.
Request accessFrequently Asked Questions
Common questions about CapShift's valuation, stock price, and market status.
Is CapShift a public or private company?
CapShift is a private company.
What is the current stock price of CapShift?
CapShift is a private company with no public stock price. No recent secondary market data is available.
How much is CapShift worth (valuation)?
Valuation information for CapShift is not publicly available.
Can I buy CapShift stock?
CapShift 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 CapShift's last funding round?
CapShift's most recent funding round was Series B on August 14, 2024.
Who are the main investors in CapShift?
Key investors in CapShift include Impact Investors, The Grantham Foundation for the Protection of the Environment, Gratitude Railroad, Spring Point Partners.
Will CapShift IPO soon?
No public IPO plans have been announced for CapShift.
How can I track CapShift secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor CapShift's secondary market activity and sign up for updates.