CapShift
Financial Services
$14.8Mtotal raised · 6 rounds on record
$4Mlatest round · Series B · Aug 2024 · 2 yr ago
15team · US Form 5500 (plan participants) · Dec 2025 · +7% in a year
21stories in the press
Overview
Amplify your impact CapShift's impact investing platform and suite of solutions empower financial and philanthropic institutions, and their clients, to invest in their vision for a better tomorrow.
Funding and backers
Total raised
$14.8M
6 rounds on record
Latest round
$4M
Series B · Aug 2024 · 2 yr ago
Team
15
US Form 5500 (plan participants) · Dec 2025 · +7% in a year
The money's age
Long since its last round
26 months since the last round · not hiring
Momentum
15/100
in the news
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jan 17
Launched CapShift Launches Monitoring Updates to Reduce Institutional Friction and Support the Scaling of Impact Investing · desmoinesregister.com
Aug 14, 2024
Raised a round Series B $4M · menafn
Feb 9, 2023
Raised a round Convertible Note $23k · SEC Form D
Apr 15, 2021
Raised a round Venture round $4.9M · SEC Form D
Jul 3, 2018
Raised a round Venture round $3.2M · SEC Form D
Apr 20, 2018
Took on debt financing $1.9M · SEC Form D
2018
Founded
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Series B | Aug 2024 | $4M | — | menafn |
| Venture round | Jul 2024 | $2.7M | — | SEC Form D |
| Convertible Note | Feb 2023 | $23k | — | SEC Form D |
| Venture round | Apr 2021 | $4.9M | — | SEC Form D |
| Venture round | Jul 2018 | $3.2M | — | SEC Form D |
| Debt Financing | Apr 2018 | $1.9M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | CapShift LLC | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Liz SesslerExecutive OfficerSEC Form D
Jacques PeroldDirectorSEC Form D
Adam ReinExecutive OfficerSEC Form D
Leonard NeroExecutive OfficerSEC Form D
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Visa sponsorship
0
H-1B filings in 12 months
0
Open roles in United States
In the register as CapShift LLC, West Newton, MA
Other sponsors in the same field
Jefferies 
Bridgewater 
TD Securities 
Temenos
Alert me
US Department of Labor · latest filing May 21, 2025 · Visa details by country
Financials
Total raised
$16.7M
Latest round
Series B
Funding rounds
6
People
Liz Sessler
Executive Officer
Jacques Perold
Director
Adam Rein
Executive Officer
Leonard Nero
Executive Officer
Dana Bezerra
Director
Charles Ewald
Director
Mark Cirilli
Director
Bruce Usher
Director
Michael Ferrante
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
News
Where climate capital is going: Trends we're anticipating for New York Climate Week 2026
This year, the agenda has moved beyond making the case that climate belongs in a portfolio and instead is focused on the specifics of getting capital into the ground, which reflects the growing awareness and interests of our clients. The post Where climat
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Report
How to win an impact investing RFP: 3 tips for a differentiated proposal
CapShift sees a lot of RFPs searching for an advisor. Lately, we're hearing from many of our advisor clients that they're getting asked about impact in these RFPs more and more often. The post How to win an impact investing RFP: 3 tips for a differentiate
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Report
The Opportunity Hiding Behind the Impact-First Label: A Guide for Fund Managers
This guide is a tool to help impact-first managers translate interest into allocation. We offer a practical framework for distinguishing among different types of impact-first strategies and for articulating of what type of capital is needed so that manage
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Report
CapShift Surpasses $1.5 Billion Catalyzed for Impact as Pace of Mobilization Accelerates Fivefold
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Report
Capshift Surpasses $1.5 Billion Catalyzed For Impact As Pace Of Mobilization Accelerates Fivefold
Capshift Surpasses $1.5 Billion Catalyzed For Impact As Pace Of Mobilization Accelerates Fivefold.More than 50 institutions overseeing over $1 trillion in asse
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Report
What the ESG backlash got right for values-aligned clients
Five years after anti-ESG sentiment first gained steam, we still field questions about it. The most important one for most advisors is, "with all the backlash around ESG, are less clients interested in impact?" The post What the ESG backlash got right for
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Report
Rising to the Occasion
CapShift's 2026 impact report. Our annual impact report celebrates what our clients and partners made possible over the past year. The post Rising to the Occasion appeared first on CapShift.
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Report
Rising to the Occasion
Article Adam Rein Sep 15, 2026 Rising to the Occasion I often get asked whether the impact investing industry is accelerating its momentum or stalling out. The headlines give plenty of reasons for uncertainty. Demand for ESG ... The post Rising to the Occ
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Report
Why Every Advisor Needs an Impact Strategy Now
For most of the past generation, wealth management has been defined by a simple promise: Preserve capital, grow it, and optimize taxes along the way. That promise still matters. It always will. But it is no longer enough to differentiate an advisor servin
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Report
Beyond Elections: Investing in the Systems That Sustain Democracy
Webinar CapShift June 30, 2026 Beyond Elections: Investing in the Systems That Sustain Democracy To learn more, check out our article on investing in democracy. The post Beyond Elections: Investing in the Systems That Sustain Democracy appeared first on C
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Report
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Offices
Where the company hires and what each office is for
Cities
2
Hiring now
0
Countries
1
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Headquarters
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Newton
United States
HQ
Central office address
1320 Centre St, Suite 404,, Newton, MA 02459
Washington
United States
Regional office
Director, Technology and Product
Boston Area (Newton Center) or Washington, DC, 3 days a week in office with flexibility