Addepar was founded in 2009 by Jason Mira and Joe Lonsdale. Addepar has not officially endorsed a plan to participate in an IPO.
Addepar is a portfolio investment company for wealth managers. Per Forge data, Addepar has raised a total of $531.4 million in funding over 7 rounds. Their latest funding was raised on Jun 15, 2021, from a Series F round. Key investors include Valor Equity Partners, WestCap, 8VC, and D1 Capital Partners.
These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.
Funding Date | Share Class | Amount Raised | Price per Share | Post-Money Valuation | Key Investors | |
---|---|---|---|---|---|---|
06/15/2021 | Series F | $166.26MM | $xx.xx | $215B | D1 Capital Partners | |
Price per Share
$xx.xx
Shares Outstanding
62,766,558
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
D1 Capital Partners
|
||||||
11/18/2020 | Series E | $159.91MM | $xx.xx | $112.33B | 8vc, Sway Ventures, Westcap Group | |
Price per Share
$xx.xx
Shares Outstanding
104,540,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
8vc, Sway Ventures, Westcap Group
|
||||||
06/08/2017 | Series D | $157.05MM | $xx.xx | $63.2B | 8vc, Harald Mcpike, Valor Equity Partners | |
Price per Share
$xx.xx
Shares Outstanding
135,245,522
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
8vc, Harald Mcpike, Valor Equity Partners
|
||||||
05/13/2014 | Series C | $56.37MM | $xx.xx | $25.7B | Accelerate-It Ventures Management, Anduin Ventures, Cota Capital, Formation 8, Hammerstone Capital, Panorama Point Partners, Sgvc, Signatures Capital, Streamlined Ventures, Tamares, Valor Equity Partners, Western Technology Investment | |
Price per Share
$xx.xx
Shares Outstanding
72,004,947
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Accelerate-It Ventures Management, Anduin Ventures, Cota Capital, Formation 8, Hammerstone Capital, Panorama Point Partners, Sgvc, Signatures Capital, Streamlined Ventures, Tamares, Valor Equity Partners, Western Technology Investment
|
||||||
12/10/2011 | Series B | $21MM | $xx.xx | $7.89B | Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc | |
Price per Share
$xx.xx
Shares Outstanding
70,000,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc
|
||||||
06/02/2011 | Series A | $1.11MM | $xx.xx | $736.67MM | Sgvc, Signatures Capital | |
Price per Share
$xx.xx
Shares Outstanding
22,100,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Sgvc, Signatures Capital
|