CapShift
Newton, US · Founded 2018 · Delaware LLC · 32 employees on LinkedIn · 1 known investors
Founders & leadership
LS

Liz SesslerExecutive
MC
Mark CirilliNamed on SEC filing
AR
Adam ReinNamed on SEC filing
Board
CE
Charles EwaldBoard director
DB
Dana BezerraBoard director
JP
Jacques PeroldBoard director
MF
Michael FerranteBoard director
BU
Bruce UsherBoard director
Investors · 1
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.
Competitors · 3
by search overlapUrban Institute63 shared keywordsThe 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.
Industries60 shared keywordsJ.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.
CNote57 shared keywordsCNote 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 competing with CapShift for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- Who are CapShift's investors?
- CapShift's investors include 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.

