# CapShift funding: rounds and investors

> CapShift has raised $2.7M across 1 round since 2024. Every round with its source.

Source: https://millionrounds.com/company/capshift (Millionrounds; every figure on the page links to its filing or article)

United States · [Venture startup](https://millionrounds.com/companies)

# Who invested in *CapShift*

One round we have observed, with the 0 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial Services

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Funding summary Updated 15 Nov 2026

**$2.7M** raised across 1 round since 2024, from 1 source

- **Latest round:** Venture, $2.7M Jul 2024
- **Investors:** 0

See who backed them

## The rounds

- **Jul 2024** Venture **$2.7M** No investor was named in the report. Source recorded SEC filing: $2.7M sold, first sale Jul 2024

## Funding filed with regulators

CapShift filed 3 raises, $7.6M in all. Filings say how much was sold and to how many investors; they never name the investors.

- Jul 2024 **$2.7M** 14 investors of $3.0M offered SEC Form D
- Feb 2023 **$23K** 2 investors options, securities on exercise, other of $3.0M offered SEC Form D
- Apr 2021 **$4.9M** 32 investors equity of $6.0M offered SEC Form D

## Founders and team

From CapShift's own website: 3 founders, 11 on the team.

**Liz Sessler** President, COO, and Co-Founder

**Adam Rein** CEO, CIO, and Co-Founder

**Jacques Perold** Board Chair and Co-Founder

- **Will Mucci** Deputy Chief Investment Officer
- **Abby Melagrano** Community and Partnerships Associate
- **Ben Kramer** Senior Director, Business Development
- **Bochu Ding** Manager, Product and Growth
- **Cynthia Desmet Villar** Impact Investing Associate
- **Haley Aubuchon-Jones** Director, Marketing
- **Jacob Turville** Manager, Product and Technology
- **Lanson Tang** Senior Manager, Investment Operations
- **Nicky Wu** Manager, Growth
- **Riley Shea** Investment Operations Associate
- **Vivian Lee** Director, Product and Operations

## Quick answers about CapShift

### How much has CapShift raised?

CapShift has raised $2.7M across 1 round since 2024.

### When did CapShift last raise?

CapShift's most recent round was a Venture of $2.7M in Jul 2024.

### What was CapShift's biggest round?

Its most recent round, $2.7M in Jul 2024, is also its largest on record.

### What stage is CapShift at?

CapShift's latest named round is a Venture, in Jul 2024.

### Where is CapShift based?

CapShift is based in the United States.

## Companies like CapShift

In the same sector, and raised in the last eighteen months.

[**Torus** $739M · Nov 2026](https://millionrounds.com/company/torus)[**PortX** $17M · Nov 2026](https://millionrounds.com/company/portx)[**Marble** $75M · Nov 2026](https://millionrounds.com/company/marble)[**Synctera** $40M · Nov 2026](https://millionrounds.com/company/synctera)[**Billd** $160M · Nov 2026](https://millionrounds.com/company/billd)[**Guava** $13M · Nov 2026](https://millionrounds.com/company/guava)

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