Shareholder InSite

Nashville, United States Founded: 2008 • Age: 18 yrs Acquired By Ipreo
SaaS solutions for tracking and managing shareholder data are offered.
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About Shareholder InSite

Shareholder InSite is a company based in Nashville (United States) founded in 2008 was acquired by Ipreo in November 2014.. Shareholder InSite has raised $6.6 million across 3 funding rounds from investors including Ipreo. Shareholder InSite operates in a competitive market with competitors including CMG, Nirvana Financial Solutions, Oxane Partners, Backstop Solutions and Cognitive Credit, among others.

  • Headquarter Nashville, United States
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $6.6 M (USD)

    in 3 rounds

  • Latest Funding Round
    $575 K (USD), Series A

    May 28, 2013

  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Ipreo

    (Nov 04, 2014)

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People of Shareholder InSite
Headcount 10000+
Employee Profiles 1048
Board Members and Advisors 9
Employee Profiles
People
Suyash Kalyankar
Associate Director Project Management
People
Gavin Marcus
Director Head Of Cappitech Regulatory Reporting Sales Americas
People
Janet Baker
Assistant General Counsel, Transactions & Data Privacy Lead
People
Aaron Guerra
Sr. Associate, Client Support

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Board Members and Advisors
people
Maria R. Morris
Director
people
Ian P. Livingston
Director
people
Gregory Washington
Director
people
William D. Green
Director

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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
  • Total Rounds 3
  • Last Round Series A — $575,000
  • First Round

    (09 May 2011)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2013 Amount Series A - Shareholder InSite Valuation

investors

Aug, 2012 Amount Series A - Shareholder InSite Valuation

investors

May, 2011 Amount Seed - Shareholder InSite Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Shareholder InSite

Shareholder InSite has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Ipreo. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Workflow solutions to capital markets and corporate professionals
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Shareholder InSite

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Shareholder InSite

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Shareholder Insite Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Shareholder InSite

Shareholder InSite operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as CMG, Nirvana Financial Solutions, Oxane Partners, Backstop Solutions and Cognitive Credit, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Asset management solutions are provided through a capital markets platform.
domain founded_year HQ Location
Portfolio Management solution
domain founded_year HQ Location
Technology-driven solutions for private credit portfolio management are provided.
domain founded_year HQ Location
Portfolio management solutions are offered to alternative asset managers.
domain founded_year HQ Location
Credit market data and analytics are provided for investors.
domain founded_year HQ Location
Cloud-based portfolio management solutions for private market investors are offered.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Shareholder Insite

Frequently Asked Questions about Shareholder InSite

When was Shareholder InSite founded?

Shareholder InSite was founded in 2008 and raised its 1st funding round 3 years after it was founded.

Where is Shareholder InSite located?

Shareholder InSite is headquartered in Nashville, United States. It is registered at Nashville, Tennessee, United States.

Is Shareholder InSite a funded company?

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 09, 2011.

What does Shareholder InSite do?

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.

Who are the top competitors of Shareholder InSite?

Shareholder InSite's top competitors include Nirvana Financial Solutions, Cognitive Credit and CMG.

Who are Shareholder InSite's investors?

Shareholder InSite has 1 investor. Key investors include Ipreo.

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