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Chronicles

The story behind the story

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Capitolis, a collaboration platform for financial institutions that helps them find the best sources of capital, raises $40M Series B

Uri Berkovitz / Globes Online :

Globes Online Uri Berkovitz

Context & Ripple Effects

This 2019 round was the quiet start of one of the stronger Israeli fintech arcs of the period: Capitolis used the $40M Series B to build out its capital-collaboration platform for banks, and the bet paid off fast — by 2021 it had closed an a16z-led Series C on the back of run rate growing sixfold in 2020, and by March 2022 a $110M Series D at a $1.6B valuation took total funding to $280M.

What makes the story worth watching is that Capitolis was not alone: AccessFintech raised repeatedly in the same bank-collaboration space, and Sharegain pulled in a WestCap-led round for securities lending — investors were systematically funding software that rewires how financial institutions source and share balance-sheet capacity.

First-order effects

  • Capitolis gets $40M to expand headcount and product at exactly the moment its run rate is compounding, letting it deepen ties with the large banks whose capital-allocation decisions run through the platform.
  • Rival AccessFintech faces a better-funded competitor in the same sell-to: financial institutions choosing a collaboration layer now weigh two scaling platforms rather than point solutions.

Second-order effects

  • Follow-on money validates the category for adjacent players — Sharegain's securities-lending raise and Beacon Platform's capital-markets developer platform both ride the same thesis that bank workflows are becoming SaaS.
  • WestCap's appearance as lead on multiple deals in this cluster signals specialist capital concentrating around bank-infrastructure software, raising the bar for any new entrant seeking a first institutional round.

Third-order effects

  • If the pattern holds, capital sourcing at financial institutions shifts from bilateral relationship networks to platform intermediaries, with the platforms capturing pricing power over who accesses whose balance sheet.
  • The concentration of rounds among a few well-backed players points toward consolidation in capital-markets workflow software, leaving smaller tools to be acquired or squeezed out.

The trend: Financial institutions are moving capital sourcing and balance-sheet collaboration from phone-and-spreadsheet networks onto venture-funded platforms, with Capitolis's funding ladder from Series B to a $1.6B valuation marking the category's arrival.