guideline.comEnterprise Software / Business OperationsFounded: 2015Funding to Date: $355.82MM
Guideline is the provider of a comprehensive resource for custom business research services serving a range of industries, including financial services, healthcare, insurance, advertising, and pharmaceutical. The company's technology incorporates a participant's financial ecosystem, making recommendations and adjustments on an ongoing basis, enabling users to optimize their retirement potential plan and save for the future.
Funding Date | Share Class | Amount Raised | Price per Share | Post-Money Valuation | Key Investors | |
---|---|---|---|---|---|---|
04/12/2021 | Series E | $199.63MM | $xx.xx | $1.15B | General Atlantic, Generation Investment Management, Greyhound Capital, Felicis Ventures, Propel Ventures | |
Price per Share
$xx.xx
Shares Outstanding
8,767,620
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
General Atlantic, Generation Investment Management, Greyhound Capital, Felicis Ventures, Propel Ventures
|
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07/29/2020 | Series D-1 | $3MM | $xx.xx | $450.21MM | Generation Investment Management, Greyhound Capital, Tiger Global Management, Felicis Ventures, Propel Venture Partners, Lerer Hippeau, Xfund, BoxGroup | |
Price per Share
$xx.xx
Shares Outstanding
283,312
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Generation Investment Management, Greyhound Capital, Tiger Global Management, Felicis Ventures, Propel Venture Partners, Lerer Hippeau, Xfund, BoxGroup
|
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07/29/2020 | Series D | $83.67MM | $xx.xx | $450.21MM | Generation Investment Management, Greyhound Capital, Tiger Global Management, Felicis Ventures, Propel Venture Partners, Lerer Hippeau, Xfund, BoxGroup | |
Price per Share
$xx.xx
Shares Outstanding
7,901,757
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Generation Investment Management, Greyhound Capital, Tiger Global Management, Felicis Ventures, Propel Venture Partners, Lerer Hippeau, Xfund, BoxGroup
|
||||||
12/12/2018 | Series C | $39.25MM | $xx.xx | $170MM | Felicis Ventures, Propel Venture Partners, Tiger Global Management | |
Price per Share
$xx.xx
Shares Outstanding
7,868,564
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Felicis Ventures, Propel Venture Partners, Tiger Global Management
|
||||||
08/08/2017 | Series B | $17.49MM | $xx.xx | $85MM | Felicis Ventures | |
Price per Share
$xx.xx
Shares Outstanding
5,167,083
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Felicis Ventures
|
||||||
07/19/2016 | Series A | $12.77MM | $xx.xx | $27MM | Lerer Hippeau, New Enterprise Associates, Propel Venture Partners | |
Price per Share
$xx.xx
Shares Outstanding
8,233,018
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Lerer Hippeau, New Enterprise Associates, Propel Venture Partners
|