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Trim (Personal Finance App)

Trim (Personal Finance App)?uq=kzBhZRuG
2015 FOUNDED
PRIVATE STATUS
Seed LATEST DEAL TYPE
$2.21M LATEST DEAL AMOUNT
10 INVESTORS
Description

Provider of a personal finance assistant application designed to save money. The company's personal finance assistant application pulls out data from user's credit and debit card statements to cancel and manage subscriptions that they do not need, enabling users to manage subscriptions, set up spending alerts and check their bank balance.

Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Application Software
Primary Office
  • 1450 Guerrero Street
  • Apartment 1
  • San Francisco, CA 94110
  • United States
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Trim (Personal Finance App) Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Seed Round 19-Apr-2016 $2.21M 00.000 00.000 Completed Startup
1. Accelerator/Incubator Completed Startup
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Trim (Personal Finance App) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Seed 4 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Seed 3 000,000 00.000000 00.00 00.00 00 00.00 0.000
Seed 2 91,932 $0.000010 $0.22 $0.22 1x $0.22 0.54%
Seed 1 560,472 $0.000010 $0.11 $0.11 1x $0.11 3.32%
To view this company’s complete Cap Table, request access »

Trim (Personal Finance App) Investors (10)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Bertrand Navarette Angel (individual) Minority 000 0000 000000 0
Beta Bridge Capital Venture Capital Minority 000 0000 000000 0
Clocktower Technology Ventures Corporate Venture Capital Minority 000 0000 000000 0
Core Innovation Capital Venture Capital Minority 000 0000 000000 0
Eniac Ventures Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 10 investors. Get the full list »

Trim (Personal Finance App) Executive Team (4)

Name Title Board
Seat
Contact
Info
Thomas Smyth Co-Founder & Chief Executive Officer
Nick Fishman Chief Technology Officer
Ryan Jue Director of Growth and Marketing
Daniel Petkevich Co-Founder & CPO