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Giving Docs

Giving Docs

Private
Durham, North CarolinaEnterprise Softwarehttps://about.givingdocs.com/

Last Round

Accelerator

Oct 1, 2017

Est. Valuation

$857,000

Total Funding Raised

$60,000

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Giving Docs is a legal tech company that provides a donor-friendly estate planning platform for nonprofit organizations to grow their planned giving programs.

Sector

Enterprise Software

Verticals

Vertical SaaS, Legal Tech, Wealth Management

Business Model

B2B2C

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

estate planning softwareplanned givinglegacy givingnonprofit softwaredonor engagementwill creationlegal document automationdonor stewardshipvertical SaaSlegal techgift planningphilanthropy techB2B2Cdonor analyticswealth management

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Giving Docs Comparables

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

Giving Docs comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
FreeWill
86%
LifeLegacy
85%
PlannedGiving.com
82%

Giving Docs Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorOct 1, 2017

Key People

Founding team and executive leadership

Robert Guice

Technical CoFounder CTO

Founding Team

Lindsay Newman

Chief Operating Officer

Executive Team

Giving Docs Investors

Notable investors and investment history

Giving Docs investors
InvestorRounds
Center for Advanced HindsightAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 16, 2026

    Monthly visitors grew 1211% MoM, reaching 192.7K.

  • Mar 5, 2026

    Monthly visitors grew 69% MoM, from 7.3K to 12.4K.

Giving Docs Filings

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

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Frequently Asked Questions

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

Is Giving Docs a public or private company?

Giving Docs is a private company.

What is the current stock price of Giving Docs?

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

How much is Giving Docs worth (valuation)?

Giving Docs's valuation is estimated at $857.0K based on funding round data.

Can I buy Giving Docs stock?

Giving Docs 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 Giving Docs's last funding round?

Giving Docs's most recent funding round was Accelerator on October 1, 2017.

Who are the main investors in Giving Docs?

Key investors in Giving Docs include Center for Advanced Hindsight.

Will Giving Docs IPO soon?

No public IPO plans have been announced for Giving Docs.

How can I track Giving Docs secondary market activity?

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

Firmographic Details

HeadquartersDurham, North Carolina
Employee Range12
Year Founded2015
Last FundingOct 1, 2017

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