Upgrade (UPGR.PVT)
Forge Price is a derived data point that reflects the up-to-date price performance of venture-backed, late-stage companies. Forge Price is calculated based on a proprietary model incorporating pricing inputs from publicly-available primary funding round information, secondary market transactions and indications of interest on Forge and other private market trading platforms.
Learn More- Estimated Valuation 2.28B
- Latest Funding Date Nov 16, 2021
- Total Amount Raised 637.49M
- Latest Amount Raised 279.6M
- Total Funding Rounds 6
- Latest Share Class Series F
Upgrade: Buy or Sell Shares
Our partners can help qualified investors buy or sell shares in Upgrade.
Since 2013, EquityZen has welcomed investors to private markets. Whether investing $5K or $5M, clients trust us with billions of dollars to access the most sought-after, innovative private companies.
Trade Upgrade Stock on EquityZen
Forge (NYSE: FRGE) is the trusted platform for buying and selling pre-IPO shares. Investors and shareholders worldwide rely on our deep data insights, liquidity solutions, and tailored investment opportunities to navigate the private market.
Trade Upgrade Stock on ForgeUpgrade Overview
Upgrade is a neobank that aims to offer credit to mainstream consumers as well as help consumers better understand and manage their money. Upgrade Card claims to provide a credit card that brings the low cost and responsible credit of installment lending to millions of retail locations in the U.S., while Upgrade Account is a mobile banking product offered to mainstream consumers. Founded in 2016, Upgrade is headquartered in San Francisco, California, with a service center in Phoenix, Arizona, and a technology center in Montreal, Canada. Notable investors include CreditEase Fintech Investment Fund, Mouro Capital, and Silicon Valley Bank.
2016-01-01
Founded
1,001
Full Time Employees
Financial Services
Sector
Banking, Credit, FinTech, Financial Services, Mobile
Industry
Leadership and Board
Renaud Laplanche
Chief Executive Officer
Jeff Bogan
Chief Finance Officer
Recent News: UPGR.PVT
Performance Overview: UPGR.PVT
Trailing returns as of 4/2/2025. Benchmark is Forge Private Market Index (^FPMI) .
3M Return
YTD Return
1-Year Return
2-Year Return
Valuation Information
Funding Rounds
Forge Data collects the preferred stock details for companies from the Certificates of Incorporation and related documents filed with relevant state's agencies. These documents authorize the various equity types available for companies to sell in primary funding rounds.
Funding Rounds
Forge Data collects the preferred stock details for companies from the Certificates of Incorporation and related documents filed with relevant state's agencies. These documents authorize the various equity types available for companies to sell in primary funding rounds.
Post-Money Valuation
Nov
2016
Jul
2017
Mar
2018
Oct
2018
Jun
2019
Jan
2020
Sep
2020
May
2021
Funding Date | Share Class | Amount Raised | Issue Price | Post-Money Valuation |
|---|---|---|---|---|
| 2021-11-16 | Series F | 279.6M | 5.6363 | 6.28B |
| 2021-08-11 | Series E | 105.05M | 3.2221 | 3.32B |
| 2020-06-17 | Series D | 81.75M | 1.0778 | 1.11B |
| 2018-08-23 | Series C-1 | 93.15M | 0.5845 | 652.34M |
| 2018-08-23 | Series C-2 | 9.89M | 0.5845 | 652.34M |
| 2017-04-06 | Series A-2 | 42.3M | 0.2616 | 309.99M |
| 2017-04-06 | Series B | 20M | 0.4312 | 309.99M |
| 2016-05-31 | Series A | 2.5M | 0.0469 | 12.36M |
| 2016-05-31 | Series A-1 | 3.25M | 0.0469 | 12.36M |
Mutual Fund Marks
Forge Data pulls marks of private company holdings from SEC-registered funds' public reports. Mutual fund marks represent the per-share fair market value of the subject company disclosed in public filings as determined by the reporting fund.
Mutual Fund Marks
Forge Data pulls marks of private company holdings from SEC-registered funds' public reports. Mutual fund marks represent the per-share fair market value of the subject company disclosed in public filings as determined by the reporting fund.
Reported Date | Fund Name | Fund Ticker | Share Class | Price | Source |
|---|---|---|---|---|---|
| 2024-12-31 | The Private Shares Fund | -- | Series C-1 | 4.58 | |
| 2024-09-30 | The Private Shares Fund | -- | Series C-1 | 4.01 | |
| 2024-06-30 | The Private Shares Fund | -- | Series C-1 | 3.94 | |
| 2024-03-31 | The Private Shares Fund | -- | Common | 4.5 | |
| 2023-12-31 | The Private Shares Fund | -- | Common | 4.5 | |
| 2023-09-30 | The Private Shares Fund | Series C-1 | 4.5 | ||