# Mitch Caplan

> Mitch Caplan is a Series C investor at Tarsadia Investments (New York) backing FinTech and Finance. See 1 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Tarsadia Investments](https://shizune.co/investors/profile/tarsadia-investments)
- Location: New York, United States
- Total investments: 1
- Last investment: Jun 2021
- Lead investor: 100%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/mitch-caplan

Mitch Caplan is a Series C investor at Tarsadia Investments in New York focused on FinTech and Finance. Mitch Caplan currently works as the President of Tarsadia Investments. He previously worked at Jefferson National as the CEO and Board Director.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| FinTech | 1 | 100% |
| Finance | 1 | 100% |
| Software | 1 | 100% |
| Logistics | 1 | 100% |
| Automotive | 1 | 100% |

10 industries tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 1 | 100% |
| United Kingdom | 1 | 100% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Willow Wealth | Willow Wealth enables you to build a complete private markets portfolio across real estate, private credit, private equity, and more. Our platform provides access to differentiated individual investments and diversified funds, as well as an automated investing solution that handles everything for you. No matter your goals, our platform aims to makeprivate markets investing simple and accessible. Join more than 500,000 members and start investing in private markets today at willowwealth.com. | $100M | Series C | Jun 02, 2021 |  |

1 of 1 investments shown.

## Co-investors
- [Edison Partners](https://shizune.co/investors/profile/edison-ventures) — VC Fund, 1 deal together
- [Expansion Capital](https://shizune.co/investors/profile/expansion-capital) — VC Fund, 1 deal together
- [Greycroft](https://shizune.co/investors/profile/greycroft) — VC Fund, 1 deal together
- [Raine Ventures](https://shizune.co/investors/profile/raine-ventures) — VC Fund, 1 deal together
- [Soros Fund Management](https://shizune.co/investors/profile/soros-fund-management) — VC Fund, 1 deal together
- [Top Tier Capital Partners](https://shizune.co/investors/profile/top-tier-capital-partners) — VC Fund, 1 deal together

## About Tarsadia Investments

VC Fund · Newport Beach, United States

Tarsadia Investments is a private investment firm. They focus on providing capital and strategic support for companies with substantial growth potential. The firm seeks to invest in healthcare, financial services, real estate, life science, clean technology, and alternative investment sectors.

5 contacts available at Tarsadia Investments.

| Name | Title | Profile |
| --- | --- | --- |
| Mitch Caplan | President | https://shizune.co/investors/profile/mitch-caplan-d8d8 |
| Mitchell Caplan | President | https://shizune.co/investors/profile/mitchell-caplan-f1a2 |
| Rikhil Bajaj | Head of Fintech and Software | https://shizune.co/investors/profile/rikhil-bajaj |
| Rishi N. Reddy | Managing Director - Head of Venture & Growth | https://shizune.co/investors/profile/rishi-n-reddy |
| Tushar Patel | Chairman & Founder | https://shizune.co/investors/profile/tushar-patel-22af |

## Similar investors

### Similar stage
- [Sequoia Capital](https://shizune.co/investors/profile/sequoia-capital) — VC Fund
- [New Enterprise Associates](https://shizune.co/investors/profile/new-enterprise-associates) — VC Fund
- [Bessemer Venture Partners](https://shizune.co/investors/profile/bessemer-venture-partners) — VC Fund

## FAQ

### What does Mitch Caplan invest in?

Mitch Caplan invests primarily in FinTech, Finance and Software startups, most often at Series C stage. Most of the 1 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### When did Mitch Caplan last invest?

The most recent investment recorded for Mitch Caplan closed in Jun 2021. Shizune tracks 1 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

# About Shizune
Shizune.co is an investor database. Core features:
- 48,091 startup investors (angels, VCs, accelerators, and others)
- Email, phone, LinkedIn (for intros), socials, and other contact data
- Updated daily from public funding news
- CSV and Excel export

The User can access the full database FOR FREE after signing up: shizune.co