Guideline was founded in 2015 by Jeremy Caballero, Kevin Busque, and Mike Nelson. After a $200 million financing round in 2021, CEO Busque expressed his confidence that the company is moving quickly towards an IPO, saying "We’re going to go public in 2023. We’ve set everything in motion to achieve that goal." These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.

Guideline is a 401(k) provider for small businesses and startup companies. The company has raised more than $340 million in venture capital funding from investors including General Atlantic, Generation Investment Management, Greyhound Capital, Felicis Ventures, Propel Ventures, Tiger Global Management, and Xfund. The most recent round of funding brought Guideline's post-money valuation to $1.15 billion.

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Learn more about Guideline

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What is Guideline's IPO price?

The IPO price for Guideline will be known only if it becomes public. However, you may access the "Price At Last Round" and the "Implied EV" for publicly traded comparable companies with Forge Data.
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Can you invest in Guideline?

Guideline is a privately held company and is not publicly traded on NYSE or NASDAQ in the U.S. To buy pre-IPO shares of a private company, you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

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Can you sell Guideline shares pre-IPO?

If you own Guideline pre-IPO shares and are considering selling, you can find what your shares could be worth on Forge’s secondary marketplace.

Our Private Market Specialists are available to answer any questions you might have and can help connect you with a buyer from our network of 125,000 accredited investors and institutions. You can also learn more about how to sell your private shares before getting started.

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Is Guideline a publicly traded company?

Guideline is a private company and not publicly traded.

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.

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What is Guideline's funding to date?

Guideline has raised $355.82MM to date.
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When was Guideline founded?

Guideline was founded in 2015.

Who are Guideline's major investors?

Felicis Ventures
Propel Venture Partners
Lerer Hippeau
Greyhound Capital

Guideline Funding Rounds and Last Known Valuation

Date Funding Round Funding Raised Price per Share Last Known Valuation
4/12/2021 Series E $199.63MM raised $XXX.XX $XXX.XX
7/29/2020 Series D and D-1 $86.67MM raised $XXX.XX $XXX.XX
12/12/2018 Series C $39.25MM raised $XXX.XX $XXX.XX
8/8/2017 Series B $17.49MM raised $XXX.XX $XXX.XX
7/19/2016 Series A $12.77MM raised $XXX.XX $XXX.XX
Based on primary financings
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Updated on: Apr 20, 2024


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.