True Link (Financial Software) Overview

  • Founded
  • 2012
Founded
  • Status
  • Private
  • Employees
  • 87
Employees
  • Latest Deal Type
  • 2ndary - Private
  • Investors
  • 40

True Link (Financial Software) General Information

Description

Provider of financial services designed to serve vulnerable older adults, people with disabilities and those recovering from addiction. The company offers prepaid cards, investment management and other financial services to protect seniors from fraud, helping people with special needs preserve lifesaving medical benefits, preventing an impulsive cash withdrawal or purchase that could lead to relapse and provide personalized retirement investment plans with the goal of stable retirement income for an entire lifetime, enabling families to avail a financial partner to prevent financial exploitation and stay informed about unusual activity across all accounts.

Contact Information

Website
www.truelinkfinancial.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 315 Montgomery Street
  • 10th Floor
  • San Francisco, CA 94104
  • United States
+1 (844) 000-0000

True Link (Financial Software) Timeline

2018201920202021
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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True Link (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Secondary Transaction - Private 000.00 Completed Generating Revenue
7. Later Stage VC (Series B) 28-Jul-2020 0000 000.00 0000 Completed Generating Revenue
6. Early Stage VC (Series A) 11-Oct-2017 000 000.00 0000 Completed Generating Revenue
5. Accelerator/Incubator 10-Aug-2017 000.00 Completed Generating Revenue
4. Seed Round 21-Nov-2016 00.00 000.00 Completed Startup
3. Seed Round 01-May-2015 00.00 00.000 0000 Completed Startup
2. Seed Round 21-Jan-2015 $3.6M $3.75M Completed Startup
1. Accelerator/Incubator 01-Jan-2013 $150K $150K Completed Startup
To view True Link (Financial Software)’s complete valuation and funding history, request access »

True Link (Financial Software) Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series B2 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series B 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series A2 00,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series A1 0,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series A 41,550,930 $0.000001 8% $0.19 $0.19 1x $0.19 1.54%
Seed 27,755,830 $0.000001 8% $0.14 $0.14 1x $0.14 1.03%
To view True Link (Financial Software)’s complete cap table history, request access »

True Link (Financial Software) Executive Team (11)

Name Title Board Seat Contact Info
Claire McDonnell Co-Founder, Board Member & Chief Operating Officer
Kai Stinchcombe Co-Founder, Chief Executive Officer & Board Member
Jonathan Soberg Advisor
Michael Liou Advisor
Michael Seibel Advisor
You’re viewing 5 of 11 executive team members. Get the full list »

True Link (Financial Software) Board Members (10)

Name Representing Role Since
Claire McDonnell True Link (Financial Software) Co-Founder, Board Member & Chief Operating Officer 000 0000
David Weiden Khosla Ventures Board Observer 000 0000
Frank Rotman QED Investors Board Member 000 0000
Kai Stinchcombe Self Co-Founder, Chief Executive Officer & Board Member 000 0000
Tom Davis Centana Growth Partners Board Member 000 0000
You’re viewing 5 of 10 board members. Get the full list »

True Link (Financial Software) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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True Link (Financial Software) Investors (40)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Alumni Ventures Group Venture Capital Minority 000 0000 000000 0
Centana Growth Partners Growth/Expansion Minority 000 0000 000000 0
Khosla Ventures Venture Capital Minority 000 0000 000000 0
Nelstone Ventures Venture Capital Minority 000 0000 000000 0
Tribe Capital Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 40 investors. Get the full list »

True Link (Financial Software) Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 0000 0000000 04-Aug-2016 000000000000000000 Consumer Finance 000000 000000000
To view True Link (Financial Software)’s complete acquisitions history, request access »

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