id,date,date_precision,status,transaction_type,round,amount_usd_low,amount_usd_high,lead_or_buyer,co_leads,valuation_usd_low,valuation_usd_high,valuation_basis,valuation_to_run_rate_multiple,multiple_bound,multiple_basis,step_up_vs_prior_closed,price_per_share_usd_low,price_per_share_usd_high,shares,source,source_url,other_source_urls,notes,last_updated
series-g-2025-10-16,2025-10-16,day,Closed round,primary_equity,Series G,165000000,165000000,Neuberger Berman,With: LuminArx Capital Management,7300000000,7300000000,Stated by CEO Renaud Laplanche (CNBC); pre- or post-money not stated,,,,,,,,"Upgrade, 16 Oct 2025",https://www.upgrade.com/press/releases/upgrade-raises-165-million-equity-investment/,https://www.cnbc.com/2025/10/16/fintech-startup-upgrade-valued-at-7point3-billion-in-new-funding-round.html,CNBC: the round also set a price for employee share sales; Laplanche said Upgrade was “probably 12 to 18 months away from an IPO”.,2026-11-13
series-f-2021-11-16,2021-11-16,day,Closed round,primary_equity,Series F,280000000,280000000,"Coatue Management, DST Global",,6000000000,6000000000,"Pre-money, stated by Upgrade",,,,,,,,"Upgrade, 16 Nov 2021",https://www.upgrade.com/press/releases/upgrade-raises-280-million-at-6-billion-valuation/,,,2026-11-13
series-e-2021-08-11,2021-08-11,day,Closed round,primary_equity,Series E,105000000,105000000,Koch Disruptive Technologies,"With: BRV, Ventura Capital and others",3325000000,3325000000,"Pre-money, stated by Upgrade",,,,,,,,"Upgrade, 11 Aug 2021",https://www.upgrade.com/press/releases/upgrade-closes-105-million-series-e-round-at-3-325-billion-valuation/,,,2026-11-13
series-d-2020-06-17,2020-06-17,day,Closed round,primary_equity,Series D,40000000,40000000,Santander InnoVentures,"With: Union Square Ventures, Ribbit, Vy Capital, Silicon Valley Bank (existing); Ventura Capital, Uncorrelated Ventures (new)",,,,,,,,,,,"Upgrade, 17 Jun 2020",https://www.upgrade.com/press/releases/upgrade-closes-40-million-series-d-round-led-by-santander-innoventures/,,,2026-11-13
series-c-2018-08-23,2018-08-23,day,Closed round,primary_equity,Series C,62000000,62000000,CreditEase Fintech Investment Fund,,,,,,,,,,,,"Upgrade, 23 Aug 2018",https://www.upgrade.com/press/releases/upgrade-closes-62-millions-series-c-round/,,Includes the conversion of all previously issued convertible notes; Upgrade had raised $142M in equity since 2016.,2026-11-13
series-a-2017-03,2017-03,month,Closed round,primary_equity,Series A,60000000,60000000,Not named,"With: Apoletto, CreditEase, FirstMark Capital, Noah Holdings, Ribbit Capital, Sands Capital Ventures, Silicon Valley Bank, Union Square Ventures and others",,,,,,,,,,,"Upgrade, 6 Apr 2017",https://www.upgrade.com/press/releases/upgrade-inc-launches-new-consumer-credit-platform/,,Equity and convertible notes.,2026-11-13