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Guideline (Financial Software)

Guideline (Financial Software)
2015 FOUNDED
PRIVATE STATUS
11-20 EMPLOYEES
Series C LATEST DEAL TYPE
$35M LATEST DEAL AMOUNT
11 INVESTORS
Description

Developer of an automated investment technology designed to revolutionize online retirement planning. The company's technology incorporates a participant's financial ecosystem, making recommendations and adjustments on an ongoing basis, enabling users to optimize one's retirement potential 401(K) plan and save for the future.

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Application Software
Specialized Finance
Primary Office
  • 3050 South Delaware Street
  • Suite 202
  • San Mateo, CA 94403
  • United States

+1 (888) 000-0000
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Guideline (Financial Software) Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC (Series C) 12-Dec-2018 $35M 0000 00000 Completed Generating Revenue
3. Early Stage VC (Series B) 08-Aug-2017 0000 0000 0000 Completed Generating Revenue
2. Early Stage VC (Series A) 19-Jul-2016 $9M $11M 0000 Completed Startup
1. Seed Round 17-Aug-2015 $2M $2M Completed Startup
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Guideline (Financial Software) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series C 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Series B 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Series A 8,223,018 $0.000010 $1.55 $1.55 1x $1.55 24.13%
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Guideline (Financial Software) Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Vestwell Venture Capital-Backed New York, NY 00 000.00 00000000000 000.00
00000 00000000 Venture Capital-Backed San Francisco, CA 00 0000 00000000000 0000
00000000 Venture Capital-Backed San Francisco, CA 00 000.00 00000000000 000.00
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Guideline (Financial Software) Investors (11)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Tiger Global Management Hedge Fund Minority 000 0000 000000 0
Felicis Ventures Venture Capital Minority 000 0000 000000 0
Propel Venture Partners Venture Capital Minority 000 0000 000000 0
500 Startups Accelerator/Incubator Minority 000 0000 000000 0
BoxGroup Venture Capital Minority 000 0000 000000 0
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Guideline (Financial Software) Executive Team (10)

Name Title Board
Seat
Contact
Info
Kevin Busque Co-Founder & Chief Executive Officer
Jeff Rosenberger Ph.D Chief Operating Officer
Mike Nelson Chief Technology Officer & Co-Founder
Thomas Buley Director, Finance & Business Operations
Jeremy Caballero Chief Designer & Co-Founder
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Guideline (Financial Software) Board Members (2)

Name Representing Role Since Contact
Info
Aydin Senkut Felicis Ventures Board Member 000 0000
Ryan Gilbert Propel Venture Partners Board Member 000 0000