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Pivot

Pivot

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

Last Round

Series B

May 21, 2026

Total Funding Raised

$40M

Momentum

Top 25%

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, NLP & Conversational AI

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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Track how buyer interest and sentiment changes over time.

Pivot Comparables

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

Pivot comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Hippo Insurance
77%
Hub International Limited
77%
HawkSoft
71%

Pivot Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BMay 21, 2026

Key People

Founding team and executive leadership

Keith Carroll

Chief Product Officer

Executive Team

Pivot Investors

Notable investors and investment history

Pivot investors
InvestorRounds
Visionaries ClubSeries B
Notion CapitalSeries B
HedosophiaSeries B
EmblemSeries B
Forestay CapitalSeries B
Greyhound CapitalSeries B

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.

Pivot Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Pivot a public or private company?

Pivot is a private company.

What is the current stock price of Pivot?

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

How much is Pivot worth (valuation)?

Valuation information for Pivot is not publicly available.

Can I buy Pivot stock?

Pivot 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 Pivot's last funding round?

Pivot's most recent funding round was Series B on May 21, 2026.

Who are the main investors in Pivot?

Key investors in Pivot include Notion Capital, Forestay Capital.

Will Pivot IPO soon?

No public IPO plans have been announced for Pivot.

How can I track Pivot secondary market activity?

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

Firmographic Details

HeadquartersWorcester, Massachusetts
Employee Range4
Year Founded1968
Last FundingMay 21, 2026

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