Fundraising Fox
CapShift
Newton, US · Founded 2018 · Delaware LLC · 32 employees on LinkedIn · 2 known investors
Find your way into CapShift
Sign up to see every warm intro you have to CapShift
- Paths you didn't know you had: your email and LinkedIn already hold routes to the CapShift team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
CapShift is an impact investing platform that helps individuals, families, and financial advisors identify and manage charitable investments aligned with their goals. The company serves families, donor-advised fund providers, and wealth advisors seeking simplified access to rigorously researched impact investment opportunities.
Founders & leadership
Board
CE
Charles EwaldBoard director
DB
Dana BezerraBoard director
JP
Jacques PeroldFounder
MF
Michael FerranteBoard director
BU
Bruce UsherBoard director
Investors · 2
Omidyar Network✓ confirmed by CapShiftSan Francisco
How we know: the company's own site · Not right? Tell us
Gratitude Railroadlisted by Gratitude RailroadPark City
How we know: the VCSheet dataset · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$12.7M disclosed across 5 rounds · 2018–2024
▶$2.7MraisedJul 2024 · 14 investors · Other Banking and Financial ServicesRule 506(b)
▶$2.7MraisedJul 2024 · 14 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Liz SesslerExecutive Officer
- Charles EwaldDirector
- Dana BezerraDirector
- Mark CirilliDirector
- Adam ReinExecutive Officer
- Jacques PeroldDirector
- Michael FerranteDirector
- Offering amount
- $3M
- Amount sold
- $2.7M
- First sale
- Jul 2024
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b
▶$22.5KraisedFeb 2023 · 2 investors · Other Banking and Financial ServicesRule 506(b)
▶$22.5KraisedFeb 2023 · 2 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Charles EwaldDirector
- Adam ReinExecutive Officer
- Dana BezerraDirector
- Bruce UsherDirector
- Mark CirilliDirector
- Liz SesslerExecutive Officer
- Jacques PeroldDirector
- Offering amount
- $3M
- Amount sold
- $22.5K
- First sale
- Feb 2023
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b
▶$4.9MraisedApr 2021 · 32 investors · Other Banking and Financial ServicesRule 506(b)
▶$4.9MraisedApr 2021 · 32 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Dana BezerraDirector
- Liz SesslerExecutive Officer
- Charles EwaldDirector
- Mark CirilliDirector
- Bruce UsherDirector
- Jacques PeroldExecutive Officer, Director
- Adam ReinExecutive Officer
- Offering amount
- $6M
- Amount sold
- $4.9M
- First sale
- Apr 2021
- Incorporated
- Limited Liability Company, Delaware, 2018
- Federal exemptions
- 06b
▶$3.2MraisedJul 2018 · 21 investors · OtherRule 506(b)
▶$3.2MraisedJul 2018 · 21 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Leonard NeroExecutive Officer
- Offering amount
- $3.6M
- Amount sold
- $3.2M
- First sale
- Jul 2018
- Incorporated
- Limited Liability Company, Delaware, 2018
- Federal exemptions
- 06b
▶$1.9MraisedMay 2018 · 11 investors · OtherRule 506(b)
▶$1.9MraisedMay 2018 · 11 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Leonard NeroExecutive Officer
- Offering amount
- $2.5M
- Amount sold
- $1.9M
- First sale
- Apr 2018
- Incorporated
- Limited Liability Company, Delaware, 2018
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Related companies · 3
Urban InstituteThe Urban Institute is a research and policy organization that produces data-driven analysis on social and economic issues such as housing, disaster response, early childhood education, healthcare access, and financial behavior. It partners with state and local leaders to translate evidence into policy action.
IndustriesJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
CNoteCNote is a cash management and fixed-income investing platform that channels deposits and investments into mission-driven financial institutions such as CDFIs, MDIs, and low-income designated banks and credit unions. It serves individual investors, corporations, and foundations across the US seeking FDIC- and NCUA-insured returns alongside measurable community impact.
Companies working in the same space as CapShift.
In the news
Frequently asked questions
- What does CapShift do?
- CapShift is an impact investing platform that helps individuals, families, and financial advisors identify and manage charitable investments aligned with their goals. The company serves families, donor-advised fund providers, and wealth advisors seeking simplified access to rigorously researched impact investment opportunities.
- Who are CapShift's investors?
- CapShift's investors include Omidyar Network, Gratitude Railroad.
- How much funding has CapShift raised?
- CapShift has disclosed $12.7M raised across 5 rounds.
- Where is CapShift headquartered?
- CapShift is headquartered in Newton, US.