Vanilla Overview
- Year Founded
-
2019
- Status
-
Private
- Employees
-
138
- Latest Deal Type
-
Series B
- Latest Deal Amount
-
$30M
- Investors
-
7
Vanilla General Information
Description
Developer of estate planning software designed to help advisors to deepen client relationships. The company's platform aims to reduce the inefficiency in document preparation, increase an advisor's and a client's understanding of their estate and demystify the challenges of dealing with estates post-death, enabling real estate advisors to identify opportunities to add value for clients that would be subject to the estate tax.
Contact Information
Website
www.justvanilla.comCorporate Office
- 310 South Main Street
- 10th Floor, Suite 1000
- Salt Lake City, UT 84101
- United States
Vanilla Timeline
Vanilla Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 3. Early Stage VC (Series B) | 28-Apr-2022 | $30M | 000.00 | 00000 | Completed | Generating Revenue |
| 2. Early Stage VC (Series A) | 27-Aug-2021 | 000.00 | 000.00 | 000.00 | Completed | Generating Revenue |
| 1. Seed Round | $4.8M | $4.8M | 000.00 | Completed | Startup |
Vanilla Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series B | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 000 | |
| Series A | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 00.000 | |
| Seed | 1,476,918 | $0.000100 | $3.25 | $3.25 | 1x | $3.25 | 8.14% |
Vanilla Comparisons
Industry
Financing
Details
000000
Vanilla Competitors (1)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| FreeWill | Venture Capital-Backed | Concord, CA | 000 | 000.00 | 00000000000 | 000.00 |
Vanilla Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
Vanilla Executive Team (9)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Gene Farrell | Chief Executive Officer, Board Member & President | ||
| Amjad Hussain | Chief Technology Officer | ||
| Jim Sinai | Chief Marketing Officer | ||
| Robin Melnick | Chief Revenue Officer | ||
| Steven Lockshin | Founder |
Vanilla Board Members (7)
| Name | Representing | Role | Since |
|---|---|---|---|
| Gene Farrell | Vanilla | Chief Executive Officer, Board Member & President | 000 0000 |
| Jon Rosenbaum | Self | Board Member | 000 0000 |
| Jonathan Straub JD | Self | Co-Founder & Advisory Board Member | 000 0000 |
| Nicholas Beim | Venrock | Board Member | 000 0000 |
| Robert Thornton | Self | Board Member | 000 0000 |
Vanilla Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Vanilla Investors (7)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|---|---|---|---|---|
| Insight Partners | Growth/Expansion | Minority | 000 0000 | 000000 0 | |
| The Vanguard Group | Asset Manager | Minority | 000 0000 | 000000 0 | |
| Curtis Polk | Angel (individual) | Minority | 000 0000 | 000000 0 | |
| Jason Wenk | Angel (individual) | Minority | 000 0000 | 000000 0 | |
| Michael Jordan | Angel (individual) | Minority | 000 0000 | 000000 0 |
Vanilla FAQs
-
When was Vanilla founded?
Vanilla was founded in 2019.
-
Who is the founder of Vanilla?
Steven Lockshin, Steven Lockshin, Jonathan Straub JD, and David Hauser are the founders of Vanilla.
-
Who is the CEO of Vanilla?
Gene Farrell is the CEO of Vanilla.
-
Where is Vanilla headquartered?
Vanilla is headquartered in Salt Lake City, UT.
-
What is the size of Vanilla?
Vanilla has 138 total employees.
-
What industry is Vanilla in?
Vanilla’s primary industry is Business/Productivity Software.
-
Is Vanilla a private or public company?
Vanilla is a Private company.
-
What is the current valuation of Vanilla?
The current valuation of Vanilla is 00000.
-
What is Vanilla’s current revenue?
The current revenue for Vanilla is 00000.
-
How much funding has Vanilla raised over time?
Vanilla has raised $46.4M.
-
Who are Vanilla’s investors?
Insight Partners, The Vanguard Group, Curtis Polk, Jason Wenk, and Michael Jordan are 5 of 7 investors who have invested in Vanilla.
-
Who are Vanilla’s competitors?
FreeWill is a competitor of Vanilla.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
