Upfront
8 known investors
Find your way into Upfront
Sign up to see every warm intro you have to Upfront
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Upfront 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.
Upfront provides back-office accounting and operational infrastructure for residential real estate agents and brokers, consolidating functions like trust accounting, commissions, onboarding, and document management into a unified system.
Founders & leadership
Investors · 8
Baird CapitalreportedChicago
How we know: funding news · bairdcapital.com · Not right? Tell us
Also in the syndicate · 1
Nashville Capital Network
Funding
SEC filings, press & company announcements- Undisclosed amountpre-seedOct 2025Source ↗
- Undisclosed amountSeries CSep 2022
Baird Capital (lead), Echo Health Ventures, First Trust Capital Partners, Hyde Park Venture Partners, LRVHealth, Nashville Capital Network
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does Upfront do?
- Upfront provides back-office accounting and operational infrastructure for residential real estate agents and brokers, consolidating functions like trust accounting, commissions, onboarding, and document management into a unified system.
- Who founded Upfront?
- Upfront was founded by Dana Levin-Robinson.
- Who are Upfront's investors?
- Upfront's investors include Diagram, Second Century Ventures, Baird Capital, Echo Health Ventures, First Trust Capital Partners, Hyde Park Venture Partners, LRVHealth.







