Upwardly
PrivateLast Round
Seed+
Nov 7, 2025
Est. Valuation
$7M
Total Funding Raised
$28.6M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Upwardly is a financial services company that provides strategic credit correction, funding preparation, and financial leverage-building services.
Sector
Enterprise Software
Verticals
HR, NLP & Conversational AI
Business Model
Nonprofit or NGO
Customer Profile
Government Contracts, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Upwardly Comparables
Compare Upwardly with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Global Refuge | 67% | |
| Bethany Christian Services | 62% | |
| WES | 62% |
Upwardly Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed+ | Nov 7, 2025 | ||||
| Grant | May 21, 2024 | ||||
| Grant | Mar 16, 2023 | ||||
| Seed | Feb 2, 2023 | ||||
| Pre Seed | Apr 21, 2022 |
Key People
Founding team and executive leadership
Upwardly Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Service Provider Capital | Seed |
| Techstars | Seed, Seed+ |
| Milwaukee Venture Partners | Seed+ |
| Schmidt Futures | Grant |
| Truist Foundation | Grant |
| Altari Ventures | Seed+ |
| Avesta Fund | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 26, 2026
Added Qwik Card Inc., a startup in the fintech sector.
- May 26, 2026
Added Scout, a technology/software startup, as a customer.
Upwardly Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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