CapShift
PrivateLast Round
Series B
Aug 14, 2024
Total Funding Raised
$12M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
CapShift operates in FinTech and is based in Newton, Massachusetts. Its latest recorded funding round was a Series B round in August 2024.
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, Financial Data
Business Model
B2B2C
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
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% |
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CapShift Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Aug 14, 2024 | ||||
| Series A | Aug 23, 2021 |
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Key People
Founding team and executive leadership
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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 |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 11, 2026
Monthly visitors increased 30% MoM, reaching 5K.
- Aug 26, 2026
Grew 22% QoQ, from 27 to 33 employees.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks CapShift's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 MissionPoint Partners, Grantham Foundation for the Protection of the Environment, Brazen Impact, Impact Investors, The Grantham Foundation for the Protection of the Environment.
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 in CapShift's shares on secondary markets.