Guideline Stock $14.60

Forge Price BeaconForge Price 1 updated December 4, 2024

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.

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Guideline Stock Price

3M
6M
1Y
MAX
Forge Price 1
Date
12/04/2024
Price per Share
$14.60
Last Closed Trade 2
Close Date
xx/xx/xx
Last Closed Trade Price
$xx.xx
Last Funding Round (LFR)
Date
xx/xx/xx
Price per Share
$xx.xx

Guideline Funding Rounds and Valuation

Funding History Chart
Funding Round Details
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 Felicis Ventures, General Atlantic, Generation Investment Management, Greyhound Capital, 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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Felicis Ventures, General Atlantic, Generation Investment Management, Greyhound Capital, Propel Ventures
07/29/2020 Series D-1 $3MM $xx.xx $450.21MM Boxgroup, Felicis Ventures, Generation Investment Management, Greyhound Capital, Lerer Hippeau, Propel Venture Partners, Tiger Global Management, Xfund
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Boxgroup, Felicis Ventures, Generation Investment Management, Greyhound Capital, Lerer Hippeau, Propel Venture Partners, Tiger Global Management, Xfund
07/29/2020 Series D $83.67MM $xx.xx $450.21MM Boxgroup, Felicis Ventures, Generation Investment Management, Greyhound Capital, Lerer Hippeau, Propel Venture Partners, Tiger Global Management, Xfund
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Boxgroup, Felicis Ventures, Generation Investment Management, Greyhound Capital, Lerer Hippeau, Propel Venture Partners, Tiger Global Management, Xfund
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
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
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Lerer Hippeau, New Enterprise Associates, Propel Venture Partners

Guideline Investors Also Invested in These Private Companies

Leadership & Board

Leadership

Jeff Rosenberger Ph.D
Chief Operating Officer
Qian Liu Ph.D
Chief Data Officer
Mike Nelson
Chief Technology Officer & Co-Founder
Carol Ho JD
Chief Compliance Officer & General Counsel
Kevin Busque
Co-Founder & Chief Executive Officer
Jeremy Caballero
Co-Founder & Chief Product Officer
Aras Kolya
Chief Revenue Officer

Board

Ryan Gilbert
Propel Venture Partners
Aydin Senkut
Felicis Ventures
Aaron Goldman
General Atlantic

Guideline stock FAQs

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Can you buy Guideline stock?

As Guideline is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like Guideline, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
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How to buy Guideline stock?

To invest in a private company like Guideline through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)

  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell Guideline stock?

Yes, you may sell the Guideline stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell Guideline stock?

If you hold private company shares of Guideline – whether as an employee or an early investor – Forge can help you sell them.

  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your Guideline on our platform.
  3. Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.
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Is Guideline a public company?

No, Guideline is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is Guideline’s stock price?

Guideline is a private company, meaning it does’t have a publicly traded stock price. However, as of 12/04/2024 the Guideline Forge Price is $14.60 per share. The Forge Price is a derived price calculated for private companies like Guideline to provide insights into their current valuation. Learn more about Forge Price.
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What is Guideline’s stock ticker symbol?

Guideline does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

Guideline News and Media Highlights

Grover, Cookson Co-Author Nutrition Guideline for Infants with Hernia

Pediatrics professors at the University of Colorado Anschutz Medical Campus co-authored a nutrition guideline published in the Journal of Perinatology for infants with congenital diaphragmatic hernia. The guideline offers an evidence-based framework to address the nutritional challenges these infants face.

Guideline 401k Review and Pricing

Guideline offers affordable, fully managed 401(k) plans for small businesses, handling compliance, investments, and administration. With low fees and fiduciary support, it simplifies 401(k)s for employers and employees. Guideline has over 6,500 clients and $1 billion under management.

Jeff Rosenberger and Guideline’s mission to provide 401(k)s to small businesses

Guideline was founded by a former TaskRabbit executive who, exasperated by the experience of finding a retirement plan for a rapidly growing technology startup, decided to build a digital record record keeper from the ground up. Rosenberger joined in 2016 to bring in more experience with financial products. Since launching in 2015, Guideline has grown to 40,000 customers and $9 billion in assets under management.

Small Business 401 (K) Provider Guideline Now Has A Valuation Of Close To $500 Million

Despite a global pandemic that’s taking a huge toll on the nation’s small businesses, Guideline, the 401 (K) plan provider was able to raise more than $80 million in fresh capital at a valuation of close to $500 million.
Browse Insights
Updated on: Dec 4, 2024

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