About Shareholder InSite
Shareholder InSite is a Technology company based in Nashville (United States) founded in 2008, and was acquired by Ipreo in November 2014. SaaS solutions for tracking and managing shareholder data are offered. Shareholder InSite has raised $6.6 million across 3 funding rounds from investors including Ipreo. Its focus areas include FinTech, Investment Tech, Private Funds IT and Portfolio Management. Its competitors include CMG, Nirvana Financial Solutions and Backstop Solutions; 3 of its 3 listed competitors have raised funding.
Company details
Founded in 2008, Shareholder InSite operates in the financial software sector, delivering SaaS tools for private companies and venture capital or private equity investors. Shareholder and financial data are tracked, managed, analyzed, and reported across the capital lifecycle. Shareholder administration and transaction analysis software are provided to firms such as August Capital and Benchmark Capital, with operations based in Nashville, United States.
- Headquarters Nashville, United States
- Stage Acquired
- SectorsTechnology
- Website shareholderinsite.com
- Social LinkedIn X
- Acquired by Ipreo (Nov 2014)
Funding Insights of Shareholder InSite
Shareholder InSite has successfully raised a total of $6.6M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $575 thousand completed in May 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $6.6M
- Total Rounds 3
- Last Round Series A — $575,000
- First Round $1.78M
(May 2011)
All 3 funding rounds of Shareholder InSite with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2013 | $575,000 | Series A | – | – | – |
| Aug 2012 | $4.25M | Series A | – | – | – |
| May 2011 | $1.78M | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in Shareholder InSite
Shareholder InSite has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Ipreo.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Workflow solutions to capital markets and corporate professionals | 2006 | ipreo.com | New York, United States |
Investor details for Shareholder InSite
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Shareholder InSite
1055 people are tracked at Shareholder InSite (704 in leadership, 9 in board & advisors, 342 in team).
| Name | Role | Group |
|---|---|---|
Suyash Kalyankar | Associate Director Project Management | Leadership |
Gavin Marcus | Director Head Of Cappitech Regulatory Reporting Sales Americas | Leadership |
Joerg Gerth | Global Head, VP Channel & Strategic Alliances | Leadership |
Priyanka Mahajan | Associate Director- Customer Success | Leadership |
Erin Boeke Burke | Director And Lead Analyst, Sustainable Finance | Leadership |
Melisa C. | Executive Assistant To Chief People Officer | Leadership |
Vickey Zhu | Director | Leadership |
Anonymous | Head Of Engineering & Support | Leadership |
Aravindan Srinivasan | Associate Director Quality Engineering | Leadership |
Jane Llewellyn | Associate Director, Product Insights / CX | Leadership |
Christopher Thompson | EMEA Head Of Sales/executive Director - Private Markets | Leadership |
Igor Kaplun | Global Head Of Regulatory Reporting Business Development | Leadership |
Una Lin | Director, Taiwan And Asean Sales | Investor Relations, Broker Research, & Sustainabilty | Leadership |
Aqib Shabbir | Associate Director Software Development | Leadership |
Ramana Reddy | Head Of Finance Technology | Leadership |
Francisco J. Fernandez | Sales Director, Southern Europe, Network & Regulatory Solutions | Leadership |
Isabelle Neo | Director, Government Affairs And Public Policy | Leadership |
Alastair Madams | Director, Upstream Commercial Specialist | Leadership |
Rosanna Gerritsen | Director Compliance | Leadership |
Cynthia Rojas Sejas | Senior Director, Business Strategy & Partnerships | Leadership |
1035 more people are available in the full profile.
Complete people profiles for Shareholder InSite
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Shareholder InSite
4 dated milestones of Shareholder InSite across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Shareholder InSite is founded.
- Funding First funding round of $1.8M.
- Funding Latest funding round, Series A, of $575K.
- Exit Acquired by Ipreo.
Competitors of Shareholder InSite
Shareholder InSite has 3 listed competitors in our database, 3 of them funded. They include CMG, Nirvana Financial Solutions and Backstop Solutions.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| cmgx.io | 2015 | Chicago, United States | $62.5M | Asset management solutions are provided through a capital markets platform. | ||
| nirvanasolutions.com | 2006 | New York, United States | $2.02M | 252 | Portfolio Management solution | |
| backstopsolutions.com | 2003 | Chicago, United States | $20M | 210 | Portfolio management solutions are offered to alternative asset managers. |
Detailed competitors of Shareholder InSite
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Shareholder InSite (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Shareholder InSite
Shareholder InSite was founded in 2008 and raised its 1st funding round 3 years after it was founded.
Shareholder InSite is headquartered in Nashville, United States. It is registered at Nashville, Tennessee, United States.
Shareholder InSite is a funded company, having raised a total of $6.6M across 3 funding rounds to date. The company's 1st funding round was a Seed of $1.78M, raised on May 2011.
Founded in 2008, Shareholder InSite operates in the financial software sector, delivering SaaS tools for private companies and venture capital or private equity investors. Shareholder and financial data are tracked, managed, analyzed, and reported across the capital lifecycle. Shareholder administration and transaction analysis software are provided to firms such as August Capital and Benchmark Capital, with operations based in Nashville, United States.
Shareholder InSite's top competitors include Nirvana Financial Solutions, CMG and Backstop Solutions.
Shareholder InSite has 1 investor. Key investors include Ipreo.
Yes. Shareholder InSite was acquired by Ipreo in November 2014.