Beam Benefits IPO: Investment Opportunities & Pre-IPO Valuations

Learn more about Beam Benefits

To invest in Beam Benefits pre-IPO

Can you invest in Beam Benefits pre-IPO?

Beam Benefits is a privately held company and is not publicly traded, therefore investing in Beam Benefits pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

Can you sell shares of Beam Benefits before it goes public?

You can seek to sell your shares in Beam Benefits while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.

What is the pre-IPO value of my Beam Benefits shares?

To determine the value of your Beam Benefits shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your Beam Benefits shares. You can also learn more about how to sell your private shares before getting started.

Is Beam Benefits a publicly traded company?

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

To learn more about Beam Benefits potential IPO

Will Beam Benefits go IPO?

Beam Benefits has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.

What is Beam Benefits’ IPO price?

The Beam Benefits IPO price does not exist at this time, as Beam Benefits is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Beam Benefits register for Forge Markets, today.

When was Beam Benefits founded?

Beam Benefits was founded in 2012.

What is Beam Benefits funding to date?

Beam Benefits has raised $1.64B to date.

Who are Beam Benefits’s major investors?

Mercato Partners

Traverse

Drive Capital

Trinity Capital

Undisclosed Investors

Triplepoint Capital

Georgian Partners

Lewis & Clark Ventures

Nationwide

Breakout Capital

Kleiner Perkins

Beam Benefits Funding Rounds and Valuation

Funding History Chart

Funding Round Details

	Funding Date	Share Class	Amount Raised	Price per Share	Post-Money Valuation	Key Investors
	10/10/2024	Series F-1	$70MM	$xx.xx	$64.31B	Trinity Capital
Price per Share $xx.xx Shares Outstanding 1,447,341 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Trinity Capital
	09/12/2023	Series F	$40.87MM	$xx.xx	$54.16B	Georgian Partners, Triplepoint Capital
Price per Share $xx.xx Shares Outstanding 845,063 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Georgian Partners, Triplepoint Capital
	03/02/2021	Series E	$80MM	$xx.xx	$45.92B	Breakout Capital, Drive Capital, Georgian Partners, Mercato Partners, Nationwide, Traverse
Price per Share $xx.xx Shares Outstanding 1,901,045 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Breakout Capital, Drive Capital, Georgian Partners, Mercato Partners, Nationwide, Traverse
	05/29/2019	Series D	$50.9MM	$xx.xx	$26.42B	Drive Capital, Georgian Partners
Price per Share $xx.xx Shares Outstanding 1,700,077 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Drive Capital, Georgian Partners
	05/16/2018	Series C	$22.5MM	$xx.xx	$10.64B	Kleiner Perkins
Price per Share $xx.xx Shares Outstanding 1,551,958 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Kleiner Perkins
	10/30/2017	Series B-4	$5.8MM	$xx.xx	$3.81B	Drive Capital, Lewis & Clark Ventures
Price per Share $xx.xx Shares Outstanding 757,164 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Drive Capital, Lewis & Clark Ventures
	08/08/2014	Series B-1	$1.01MM	$xx.xx	$3.21B	Drive Capital
Price per Share $xx.xx Shares Outstanding 570,182 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Drive Capital
	08/08/2014	Series B-3	$2MM	$xx.xx	$3.21B	Drive Capital
Price per Share $xx.xx Shares Outstanding 290,737 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Drive Capital
	08/08/2014	Series B-2	$2MM	$xx.xx	$3.21B	Drive Capital
Price per Share $xx.xx Shares Outstanding 269,336 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Drive Capital
	10/31/2012	Series A-1	$100,000.00	$xx.xx	$296.29MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 100,000 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	10/31/2012	Series A-2	$740,061.22	$xx.xx	$296.29MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 497,363 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors

Access Stock Price

Frequently Asked Questions

Updated on: Nov 24, 2024

PLEASE READ THESE IMPORTANT LEGAL NOTICES & DISCLOSURES

‘Stock Price’ or other private company metrics (‘PC Data’) may rely on a very limited number of trade and/or IOI inputs in their calculation. PC Data is prepared and disseminated solely for informational purposes. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of PC Data, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of PC Data. PC Data is derived from the performance and pricing of secondary activity on the Forge platform and other private market trading platforms. PC Data is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Reference to company names does not imply any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company.

Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.

Investing in private company securities is not suitable for all investors, is highly speculative, is high risk, and investors should be prepared to withstand a total loss of their investment. Private company securities are highly illiquid and there is no guarantee that a market will develop for such securities. Each investment carries its own risks, and investors should conduct their own due diligence regarding the investment, including obtaining independent professional advice. Past performance is not indicative of future results. This is not a recommendation, offer, solicitation of an offer, or advice to buy or sell securities by Forge, nor an offer of brokerage services in any jurisdiction where Forge is not permitted to offer brokerage services. Brokerage products and services are offered by Forge Securities LLC, a registered broker-dealer and member FINRA/SIPC. Please see other important disclaimers, disclosures and restrictions you acknowledge by using this website and to which you are subject.

Beam Benefits IPO

Register for Details