# CapShift

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/capshift

- Industry: Financial Services
- Headquarters: Newton, US
- Website: www.capshift.com
- Total disclosed funding: $5M
- Latest round: Series A (Apr 15, 2021)
- Investors on record: 6

## About

CapShift, based in Newton, Massachusetts, is an impact investing platform that connects users with mission-driven investment opportunities, emphasizing both charitable and traditional capital deployment.CapShift is a platform that facilitates impact investing, allowing clients to align their capital with social and environmental goals. Founded by Adam Rein, who has a history of entrepreneurial ventures, CapShift has actively engaged in two funding deals. The company raised USD 4.9 million in Series A funding on April 15, 2021, with investments from Brazen Impact, F.B. Heron Foundation, Grantham Foundation, Gratitude Railroad, Impact Investors, Spring Point Partners, and other individual investors. The total amount raised by CapShift to date is USD 5.0 million.CapShift offers a comprehensive impact investing platform designed to facilitate the deployment of both charitable and traditional capital into mission-driven funds and social enterprises. Their core service enables individuals, families, financial advisors, and donor-advised fund providers to access over 2,430 impact investment opportunities sourced from partnerships with leading asset managers, impact investors, and nonprofit organizations. This platform addresses key barriers such as the complexity of identifying, researching, and monitoring impact investments, and enables clients to invest according to their specific social and environmental goals. The end users primarily include high-net-worth individuals, families seeking to align their investments with personal values, financial advisors sourcing impact solutions for clients, and donor-advised funds looking for customizable investment options. CapShift operates in various geographical markets, focusing on the United States and expanding into areas with a strong demand for impact investing solutions.CapShift generates revenue primarily through advisory services tailored to the impact investing sector, structured in a manner that supports both B2B and direct-to-consumer transactions. Clients, including financial advisors and charitable organizations, engage with the platform on a subscription basis, gaining access to curated impact investment opportunities and strategic guidance. The pricing model reflects the value of facilitating access to a diverse range of investment solutions. The company's flagship offerings include its robust advisory services and the proprietary impact investing platform which allows users to efficiently allocate capital towards measurable social and environmental outcomes. Revenue is derived from the engagement of these clients with their impact investment solutions, reinforcing CapShift’s commitment to maximizing the effectiveness of charitable and traditional investments in addressing global challenges.In April 2021, CapShift raised USD 4.9 million in Series A funding, which will be utilized to expand its platform and enhance its impact investment research database and advisory capabilities. The company plans to launch new features on its platform, focusing on improving user experience and access to impact investments. Additionally, CapShift is targeting expansion into new geographic markets where demand for impact investing solutions is growing, with specific plans to enhance its presence in regions across the United States. This strategic approach is aimed at broadening their client base and improving service delivery.

## Funding rounds

- Series A, Apr 15, 2021, $5M — F.B. Heron Foundation, Grantham Foundation, Gratitude Railroad, Spring Point Partners, Brazen Impact, Impact Investors

## Investors

- F.B. Heron Foundation — Series A
- Grantham Foundation — Series A
- Gratitude Railroad — Series A
- Spring Point Partners — Series A
- Brazen Impact (https://capitalatlas.ai/funds/brazen-impact) — Series A
- Impact Investors (https://capitalatlas.ai/funds/impact-investors) — Series A