Fundz

Upgrade Closes $105 Million Series E Round At $3.325 Billion Valuation

PRIVATEAug 11, 2021

Amount Raised

$105 Million

Round Type

Series E

San FranciscoFinancial ServicesSoftwareFinance

Investors

Koch Disruptive Technologies

Description

Upgrade, Inc., a fintech company that offers affordable and responsible credit to mainstream consumers, today announced that it closed a $105 million Series E round at a $3.325 billion pre-money valuation led by Koch Disruptive Technologies (KDT) with participation from new and existing investors including BRV and Ventura Capital advised by Julius Baer.

Quick answer

Upgrade raised $105 Million in a Series E round, dated August 11, 2021. Investors: Koch Disruptive Technologies. Upgrade is based in San Francisco, California, United States.

How much did Upgrade raise?
Upgrade raised $105 Million in a Series E round on August 11, 2021.
Who invested in Upgrade?
Koch Disruptive Technologies is named as investors in this round.
What does Upgrade do?
Upgrade helps customers move in the right direction with affordable and responsible financial products.
Where is Upgrade based and how big is it?
Upgrade is based in San Francisco, California, United States. Fundz records about 2,000 employees.
Who are the decision-makers at Upgrade?
Fundz holds 4 contacts at Upgrade, including the Sr. Director, New Accounts and Customer Service. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as Upgrade that raised within 45 days of this round, from Fundz verified event records.

  • Leap Technologies raised $500K (Seed) on September 20, 2021.
  • Jupiter raised $45M (Funding Round) on August 5, 2021.
  • BharatPe raised an undisclosed amount (Funding Round) on August 4, 2021.
  • Billd raised $30M (Series B) on July 13, 2021.
  • Streamex Corp. raised $600K (Seed) on July 9, 2021.
  • Circle Internet Group, Inc. raised an undisclosed amount on June 30, 2021.

Who to call at Upgrade, and when

A new round usually means Upgrade is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Upgrade raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Upgrade, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Upgrade. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Upgrade

Location

275 Battery Street

San Francisco, California, United States

About

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Upgrade raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

4 contacts
Verified contactsRobert R., Sr. Director, New Accounts and Customer… hidden hidden hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Upgrade's next move

See what Strategic adds

Upgrade raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.