Private Market View

Equity Shift

Raleigh, NC · Founded 2019 · Privately Held (backing)

Last price · $/share
Implied valuation
$20.0M
Total raised
$9.2M
Last round
Seed Round
Jun 2023

Key facts

  • Equity Shift’s last known valuation is $20.0M (Sep 2021).
  • It has raised $9.2M across 5 recorded rounds; the latest was Seed Round ($250K) in Jun 2023.
  • Notable investors include NC Tweener Fund, Center For Entrepreneurial Development.
  • Equity Shift has filed 6 Form Ds with the SEC since 2019, most recently Jul 2023 ($250K sold to 1 investors).
  • Status: Privately Held (backing).
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Funding rounds

5 rounds
Jun 2023Seed Round$250KSEC filing
Nov 2022Seed Round$500KSEC filing
Sep 2021Seed Round$2.0MSEC filing
Jun 2020Debt$750KSEC filing
Jun 2019Debt$655KSEC filing

About Equity Shift

Developer of equity transfer software designed to offer complete digital control of private securities. The company offers a reactive web-based interface that automates the burdensome process of managing transactional compliance for private transactions, including new issuances, incentive compensation plans, event-based conversions, and secondary transfers, enabling firms to issue, sell, and transfer their restricted securities with complete digital control.

Sector
Financial Services
HQ
Raleigh, NC, United States
Founded
2019
Employees
17
Ownership
Privately Held (backing)
PA Mark — not yet priced

Equity Shift doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.

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Recorded secondary trades

No prints on record

No secondary trades in Equity Shift shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.

Pro members can request priority coverage with a 48-hour turnaround.

Institutional fund marks

No fund marks yet

No SEC-registered fund has reported a fair-value mark on Equity Shift in its N-PORT filings yet. We sweep new filings monthly.

Pro members can request priority coverage with a 48-hour turnaround.