Total Expert
PrivateLast Round
Debt
Sep 29, 2025
Total Funding Raised
$116M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Total Expert operates in Enterprise Software and is based in Minneapolis, Minnesota. Its latest recorded funding round was a Debt round in September 2025.
Total Expert is a financial services software company that provides an enterprise-grade marketing automation and customer intelligence platform to help financial institutions drive sales growth and customer loyalty.
Sector
Enterprise Software
Verticals
CRM, Marketing, Workflow Automation, NLP & Conversational AI, Compliance
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Total Expert Comparables
Compare Total Expert with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Insellerate | 90% | |
| Mobility Market Intelligence | 86% | |
| Lendware | 84% |
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Total Expert Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Sep 29, 2025 | ||||
| Series C | Oct 24, 2019 | ||||
| Series B | Oct 11, 2018 | ||||
| Series A | Apr 26, 2016 |
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Key People
Founding team and executive leadership
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Total Expert Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Arthur Ventures | Series A, Series B |
| Georgian | Series C |
| Rally Ventures | Series A, Series C, Series B |
| TriplePoint Venture Growth BDC | Debt |
| Emergence Capital | Series C, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors increased 120% MoM, reaching 15K.
- Jun 29, 2026
Platform enabled over $7 trillion in funded loan volume since 2016.
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Total Expert 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 Total Expert's valuation, stock price, and market status.
Is Total Expert a public or private company?
Total Expert is a private company.
What is the current stock price of Total Expert?
Total Expert is a private company, so its shares have no public market price. Caplight tracks Total Expert's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Total Expert worth (valuation)?
Valuation information for Total Expert is not publicly available.
Can I buy Total Expert stock?
Total Expert shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Total Expert's last funding round?
Total Expert's most recent funding round was Debt on September 29, 2025.
Who are the main investors in Total Expert?
Key investors in Total Expert include Georgian, TriplePoint Venture Growth BDC, Emergence Capital.
Will Total Expert IPO soon?
No public IPO plans have been announced for Total Expert.
How can I track Total Expert secondary market activity?
Caplight tracks bids, offers, and trades in Total Expert's shares on secondary markets.