Keap is a private small-business CRM and automation software company, formerly known as Infusionsoft. It provides email marketing, contact management, sales automation, invoicing, and e-commerce tools for small businesses.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
$297M
Undisclosed, 2020, Perplexity
UpMarket Estimate
$297M
Based on UpMarket valuation model
Previous Price
Undisclosed 2019
How to Invest in Keap Through UpMarket
Keap shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available Keap offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
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Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
2020
Undisclosed
$297M
2019
Undisclosed
2018
Undisclosed
2017
Undisclosed
2015
Undisclosed
Keap Revenue and Growth
Annual revenue
Why Investors Are Watching Keap
Growth Signal
Keap targets SMB automation with recurring SaaS positioning
Keap markets an all-in-one CRM, marketing automation, and sales platform for small businesses, positioning the product around recurring subscription software. The company says it serves thousands of small businesses and entrepreneurs with workflow automation tools designed to save time and drive follow-up. [company blog]
Competitive Moat
Keap bundles CRM, email, payments, and automation in one
Keap differentiates by combining contact management, email marketing, appointment scheduling, invoicing, and automations in one platform for small businesses. That bundled workflow can raise switching costs because users centralize customer data and revenue operations in a single system. [company blog]
Market Opportunity
Keap addresses a large fragmented SMB software market
Keap focuses on the vast small-business segment, where owners often need CRM, marketing automation, and payments without buying separate point tools. The addressable market is fragmented across millions of small firms, creating room for software that simplifies customer acquisition and retention. [company blog]
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No. As of March 2026, Keap is a private company and does not trade on any public stock exchange. Accredited investors can access Keap shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Keap does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Keap shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Keap shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of $297M is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Keap generated $99M in 2024 revenue and is valued at $252M, targeting SMB automation with recurring SaaS positioning. Accredited investors can access Keap stock through UpMarket.