| Funding Date | Share Class | Amount Raised | Price per Share | Post-Money Valuation | Key Investors | |
|---|---|---|---|---|---|---|
| 04/26/2022 | Series D | $65MM | $xx.xx | $1.5B | Bessemer Ventures, Builders Vc, General Catalyst | |
|
Price per Share
$xx.xx
Shares Outstanding
10,045,436
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
Bessemer Ventures, Builders Vc, General Catalyst
|
||||||
| 09/01/2020 | Series C | $47.5MM | $xx.xx | $620.39MM | Undisclosed Investors | |
|
Price per Share
$xx.xx
Shares Outstanding
15,833,330
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
Undisclosed Investors
|
||||||
| 01/27/2020 | Series B-3 | $30MM | $xx.xx | $414.79MM | Undisclosed Investors | |
|
Price per Share
$xx.xx
Shares Outstanding
10,434,770
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
Undisclosed Investors
|
||||||
| 10/01/2017 | Series B-2 | $2.64MM | $xx.xx | $125.75MM | Undisclosed Investors | |
|
Price per Share
$xx.xx
Shares Outstanding
3,244,330
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
Undisclosed Investors
|
||||||
| 10/01/2017 | Series B-1 | $25.87MM | $xx.xx | $125.75MM | Undisclosed Investors | |
|
Price per Share
$xx.xx
Shares Outstanding
31,735,180
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
Undisclosed Investors
|
||||||
| 11/27/2015 | Series A | $5.29MM | $xx.xx | $26.45MM | Undisclosed Investors | |
|
Price per Share
$xx.xx
Shares Outstanding
26,722,550
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
Undisclosed Investors
|
||||||
| Last Funding Round | ||||||||
|---|---|---|---|---|---|---|---|---|
| Company | Forge Price | Forge Price Change 5 | Last Closed Trade | Share Class | Post-Money Valuation | Price per Share | Amount Raised | |
 | Acorns | $4.29 | -3.60% | $xx.xx | Series G-F | $2.72B | $xx.xx | $180.91MM |
 | Betterment | -- | -- | $xx.xx | Series F | $1.28B | $xx.xx | $60MM |
 | Greenlight | $15.76 | -0.38% | $xx.xx | Series D | $2.31B | $xx.xx | $260MM |
 | Monarch Money | -- | -- | $xx.xx | Series B-1 | $850MM | $xx.xx | $74.81MM |
 | Revolut | $850.00 | +10.39% | $xx.xx | Series E | -- | -- | -- |
 | Self Financial | -- | -- | $xx.xx | Series E | $1.52B | $xx.xx | $50MM |
 | SmartAsset | -- | -- | $xx.xx | Series D | $1.06B | $xx.xx | $113.35MM |
 | Stash | -- | -- | $xx.xx | Series H-1 | $372.83MM | $xx.xx | $55.8MM |
 | Stori | -- | -- | $xx.xx | Series C-3 | $1.32B | $xx.xx | $51.25MM |
 | TradeAlgo | -- | -- | $xx.xx | -- | -- | -- | -- |
Updated on: Jul 15, 2025
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