Shareholder InSite Overview

  • Status
  • Acquired/​Merged

  • Employees
  • 41

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 7

  • Investments
  • 3

Shareholder InSite General Information

Description

Provider of shareholder data management, analytics, reporting and valuation solutions and services for venture capital/private equity investors and their portfolio companies. It allows private company's CFOs and Controllers, as well as their venture investors to track, manage, analyze and report shareholder and financial data throughout the capital life cycle. Its self-valuation services and full-service FAS 157 (ASC 820) and 409a valuation offerings provide control and financial insights and assist the processes of internal and external reports and audits.

Contact Information

Website
www.shareholderinsite.com
Formerly Known As
CapControls, Qval, Equity Service Solutions, Llc
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 521 8th Avenue South
  • Suite 307
  • Nashville, TN 37203
  • United States
+1 (615)
Primary Industry
Financial Software
Other Industries
Database Software
Acquirer
Ipreo
Vertical(s)
SaaS, TMT, FinTech
Corporate Office
  • 521 8th Avenue South
  • Suite 307
  • Nashville, TN 37203
  • United States
+1 (615)

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Shareholder InSite Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Shareholder InSite Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of shareholder data management, analytics, reporting and valuation solutions and services for venture capital/p
Financial Software
Nashville, TN
41 As of 2014

London, United Kingdom
 

Norwalk, CT
 
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Shareholder InSite Competitors (9)

One of Shareholder InSite’s 9 competitors is Kurtosys Systems, a Private Equity-Backed company based in London, United Kingdom.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Kurtosys Systems Private Equity-Backed London, United Kingdom
FactSet Corporation Norwalk, CT
Koyfin Venture Capital-Backed Miami, FL
YCharts Private Equity-Backed Chicago, IL
PrivCo Venture Capital-Backed New York, NY
You’re viewing 5 of 9 competitors. Get the full list »

Shareholder InSite Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Shareholder InSite Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Shareholder InSite Acquisitions (3)

Shareholder InSite’s most recent deal was a Merger/Acquisition with Quist Valuation (Venture Services Division). The deal was made on 14-Aug-2012.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Quist Valuation (Venture Services Division) 14-Aug-2012 Merger/Acquisition Media and Information Services (B2B)
CapControls 10-Jan-2012 Merger of Equals Vertical Market Software
Qval 10-Jan-2012 Merger/Acquisition Other Financial Services
To view Shareholder InSite’s complete acquisitions history, request access »

Shareholder InSite FAQs

  • Where is Shareholder InSite headquartered?

    Shareholder InSite is headquartered in Nashville, TN.

  • What is the size of Shareholder InSite?

    Shareholder InSite has 41 total employees.

  • What industry is Shareholder InSite in?

    Shareholder InSite’s primary industry is Financial Software.

  • Is Shareholder InSite a private or public company?

    Shareholder InSite is a Private company.

  • What is Shareholder InSite’s current revenue?

    The current revenue for Shareholder InSite is .

  • How much funding has Shareholder InSite raised over time?

    Shareholder InSite has raised $8.46M.

  • Who are Shareholder InSite’s investors?

    BIP Ventures, BIP Wealth, Bluff Point Associates, Council Capital, and Enhanced Capital Partners are 5 of 6 investors who have invested in Shareholder InSite.

  • Who are Shareholder InSite’s competitors?

    Kurtosys Systems, FactSet, Koyfin, YCharts, and PrivCo are some of the 9 competitors of Shareholder InSite.

  • When was Shareholder InSite acquired?

    Shareholder InSite was acquired on 04-Nov-2014.

  • Who acquired Shareholder InSite?

    Shareholder InSite was acquired by Ipreo.

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