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ExCapsa Group
AddedFeb 15, 2024
UpdatedJun 28, 2026
ExCapsa Group

ExCapsa Group

Operating

ExCapsa Group: A US-based merchant banking provider offering diverse financial services to the insurance and estate planning sector.

Location
San Ramon, CA, US
Founded
2015
Firm
Compare
Portfolio
Employees
Website

ExCapsa Group is a merchant banking provider focusing on investing, advising, investment banking, and real estate development. The firm primarily serves the insurance and estate planning sectors in the United States. ExCapsa's financing practice leverages deep capital markets experience to create optimal capital structures for clients, employing a hybrid merchant banking approach.

The group has invested in notable portfolio companies such as Joiya, LeadCrunch, and Opkix. ExCapsa has participated in various investment rounds, including seed, Series A, and Series B, demonstrating its commitment to supporting companies at different stages of growth. The firm offers industry insights and updates to keep clients informed about market trends and opportunities.

ExCapsa Group - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments4
Current Portfolio Count2
Total Portfolio Exits0

Top Investment Stages

Seed2 (50.0%)
Series A1 (25.0%)
Series B1 (25.0%)

Stage Mix

Seed 50%Series A 25%Series B 25%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Joiya logo

Joiya

Opkix logo

Opkix

LeadCrunch logo

LeadCrunch

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ExCapsa Group - Classification

NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 15 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 524000Insurance Carriers and Related Activities
  • 524100Insurance Carriers
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6300Insurance Carriers
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end