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OpenInvest

OpenInvest
2015 FOUNDED
PRIVATE STATUS
31-40 EMPLOYEES
Series A1 LATEST DEAL TYPE
$10.6M LATEST DEAL AMOUNT
17 INVESTORS
Description

Operator of an investment adviser and public benefit corporation intended to leverage technology to provide impact investing solutions. The company's platform seamlessly creates low-cost investment portfolios tailored to the causes clients cherish most, while tracking market indices, enabling investors to easily build a diverse portfolio based on their values and share their views with others.

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Primary Office
  • 77 Geary Street
  • Suite 650
  • San Francisco, CA 94108
  • United States

+1 (646) 000-0000
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OpenInvest Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC (Series A1) 05-Feb-2020 $10.6M 000.00 000.00 Completed Generating Revenue
3. Early Stage VC (Series A) 08-Aug-2018 000.00 000.00 000.00 Completed Generating Revenue
2. Seed Round 03-Apr-2017 $3.25M $3.37M 00.00 Completed Startup
1. Accelerator/Incubator 18-Aug-2015 $120K $120K 00.000 Completed Startup
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OpenInvest Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series A-1 0,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series A 0,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Seed 3 000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Seed 2 5,295,556 $0.000010 6% $0.61 $0.61 1x $0.61 14.72%
Seed 1 1,141,949 $0.000010 6% $0.37 $0.37 1x $0.37 3.17%
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OpenInvest Competitors (17)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Wealthfront Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
00000000000 Venture Capital-Backed Chatham, NJ 00 000.00 0000000000 0 000.00
000000000 Venture Capital-Backed New York, NY 0 00.00 0000000000 0 00.00
00000000000 Corporate Backed or Acquired Washington, DC 00 000.00 000000&0
00000 (000000000 0 Venture Capital-Backed Rancho Cordova, CA 000 00000 00000000000 00000
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OpenInvest Investors (17)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Flat World Partners Impact Investing Minority 000 0000 000000 0
Thirtyfive Ventures Venture Capital Minority 000 0000 000000 0
Alumni Ventures Group Venture Capital Minority 000 0000 000000 0
Bossa Nova Investimentos Venture Capital Minority 000 0000 000000 0
Castor Ventures Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 17 investors. Get the full list »

OpenInvest Executive Team (12)

Name Title Board
Seat
Contact
Info
Conor Murray Co-Founder, Chief Executive Officer, President & Board Member
Joshua Levin Co-Founder & Chief Strategy Officer
Phillip Wei Co-Founder, Chief Technology Officer & Board Member
Charles Wright Director, Institutional Sales and Client Engagement
Claire Veuthey Director of ESG and Impact
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OpenInvest Board Members (3)

Name Representing Role Since Contact
Info
Ciara Burnham QED Investors Board Member & Advisor 000 0000
Conor Murray OpenInvest Co-Founder, Chief Executive Officer, President & Board Member 000 0000
Greg Mazanec QED Investors Board Member 000 0000