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SoFi

SoFi
2011 FOUNDED
PRIVATE STATUS
501-1K EMPLOYEES
2ndary - Private LATEST DEAL TYPE
48 INVESTORS
Description

Provider of social financial solutions intended to provide lending and wealth management. The company's services include online banking, personal, mortgage and student loans, as well as refinancing, wealth management and life insurance, enabling members to receive a lower interest rate based on their unique criteria that includes: career experience, monthly income, financial history and education.

Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Consumer Finance
Primary Office
One Letterman Drive
Building A, Suite 4700
San Francisco, CA 94129
United States

+1 (855) 000-0000
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SoFi Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Secondary Transaction - Private 00.000 Completed Generating Revenue
7. Merger/Acquisition 25-Oct-2017 Cancelled Generating Revenue
6. Later Stage VC (Series G) 21-Mar-2017 00000 00.000 00.00 Completed Generating Revenue
5. Later Stage VC (Series F) 20-Aug-2015 000 00.000 00.000 Completed Generating Revenue
4. Later Stage VC (Series E) 09-Feb-2015 00000 00000 00.000 Completed Generating Revenue
3. Later Stage VC (Series D) 03-Apr-2014 0000 00000 00000 Completed Generating Revenue
2. Early Stage VC (Series B) 12-Sep-2012 $79.6M $83.6M 00000 Completed Generating Revenue
1. Early Stage VC (Series A) 12-Oct-2011 $4M $4M 000 Completed Generating Revenue
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SoFi Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series G 00,000,000 00.000000 00.00 000.00 000.00 00 000.00 00.000
Series R 000,000 00.000000 00.00 000 000 00 000.0 0.00
Series F 00,000,000 00.000000 00.00 000.00 000.00 00 000.00 00.000
Series E 00,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.000
Series D 00,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.000
Series C 0,000,000 00.000000 00 00 00 00 0.000
Series B 37,252,051 $0.000003 $0.18 $2.2 $2.2 1x $2.2 14.55%
Series A 19,687,500 $0.000003 $0.02 $0.2 $0.2 1x $0.2 7.69%
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SoFi Investments & Acquisitions (8)

Company Name Date Type Deal Size Industry Lead Partner
0000000 0000000 01-Feb-2017 000000000000000000 00000 Financial Software 0000000 000000
0000 02-Nov-2016 000000000000000000 000 Social/Platform Software
0000000 0000000000 01-Jan-2016 000000000000000000 Asset Management
0000 01-Jan-2016 000000000000000000 Social/Platform Software
GlobalYeast 10-Mar-2015 Early Stage VC 00.000 Biotechnology
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SoFi Investors (48)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
GGV Capital Venture Capital Minority 000 0000 000000 0
GPI Capital Growth/Expansion Minority 000 0000 000000 0
Korea Investment Partners Venture Capital Minority 000 0000 000000 0
MicroVentures Venture Capital Minority 000 0000 000000 0
Silver Lake Management PE/Buyout Minority 000 0000 000000 0
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SoFi Executive Team (47)

Name Title Board
Seat
Contact
Info
Daniel Macklin Co-Founder & Advisor
Joanne Bradford Chief Marketing Officer & Chief Operating Officer
Tony Morosini Vice President of Product Development
Sonja McIntosh Vice President, Operations
Thompson Hutton Executive Chairman & Interim Chief Executive Officer

26 Former Executives

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SoFi Board Members (12)

Name Representing Role Since Contact
Info
David Bonanno SoFi Board Member 000 0000
David Chao DCM Ventures Board Member 000 0000
David Thevenon SoftBank Group Board Member 000 0000
Joseph Chen Renren Board Member 000 0000
Michael Bingle Silver Lake Management Board of Director 000 0000
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