Skip to main content
Caplight Logo









FirstClose

FirstClose

Private
Austin, TexasFinTechhttps://www.firstclose.com/

Last Round

Series A

Extension

Oct 17, 2025

Total Funding Raised

$39.7M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

FirstClose is a fintech company that provides a data and workflow automation platform for mortgage and home equity lenders.

Sector

FinTech

Verticals

Lending & Credit, Workflow Automation, Real Estate Finance, Property Valuation

Business Model

B2B

Customer Profile

Subscription SaaS, Data as a Service, Usage-Based SaaS

AI Layer

Application

Keywords

mortgage lending softwarehome equity lendingloan origination systemLOSmortgage automationdigital mortgagemortgage techautomated valuation modelAVMsettlement servicesworkflow automationlending platformproperty datafintech platformSaaS lending

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

FirstClose Comparables

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

FirstClose comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Visionet Systems
77%
Xpanse
76%
LendingPad
75%

FirstClose Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series A ExtensionOct 17, 2025
Series AMay 17, 2022
DebtNov 13, 2019
DebtSep 11, 2018

Key People

Founding team and executive leadership

Tedd Smith

Chief Executive Officer

Executive Team

Dan Kellett

Chief Technology Officer

Executive Team

Corey Smith

Chief Operating Officer

Executive Team

Ramiro Castro

Chief Product Officer

Executive Team

FirstClose Investors

Notable investors and investment history

FirstClose investors
InvestorRounds
Cypress Growth CapitalDebt
Pacific Western BankDebt
Lateral Investment ManagementSeries A Extension, Series A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 22, 2026

    Monthly visitors grew 139% MoM, reaching 54.6K.

  • Jul 24, 2026

    Monthly visitors increased 34% MoM to 22.8K.

Recent news

Latest coverage and updates

  • launchesSep 17, 2026

    FirstClose, Inc. launched Lender Portal on Sep 17th '26.

  • integrates_withAug 26, 2026

    FirstClose, Inc. integrated with MeridianLink, Inc. on Aug 26th '26.

FirstClose Filings

Explore SEC and related filing metadata, where available.

FirstClose filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Request access

Frequently Asked Questions

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

Is FirstClose a public or private company?

FirstClose is a private company.

What is the current stock price of FirstClose?

FirstClose is a private company with no public stock price. No recent secondary market data is available.

How much is FirstClose worth (valuation)?

Valuation information for FirstClose is not publicly available.

Can I buy FirstClose stock?

FirstClose 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 FirstClose's last funding round?

FirstClose's most recent funding round was Growth Equity on May 17, 2022.

Who are the main investors in FirstClose?

Key investors in FirstClose include Cypress Growth Capital, Lateral Investment Management.

Will FirstClose IPO soon?

No public IPO plans have been announced for FirstClose.

How can I track FirstClose secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor FirstClose's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersAustin, Texas
Employee Range51
Year Founded2000
Last FundingOct 17, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?