www.useorigin.comFinTech / Personal FinanceFounded: 2018Funding to Date: $64MM
Origin Financial is a financial technology company that has a mission to provide personalized financial wellness solutions aimed at helping employees achieve financial security. The company's platform aims to include financial planning, budgeting tools, and access to expert advisors while providing employees with tailored advice and support that have a goal of helping people manage their finances effectively. Origin Financial was founded by João de Paula and Matt Watson in 2018 and is headquartered in San Francisco, CA.
Funding Date | Share Class | Amount Raised | Price per Share | Post-Money Valuation | Key Investors | |
---|---|---|---|---|---|---|
08/30/2021 | Series B-2 | $41.25MM | $xx.xx | $399MM | 01A, General Catalyst, Lachy Groom, Founders Fund, Felicis Ventures, Abstract Ventures | |
Price per Share
$xx.xx
Shares Outstanding
5,076,420
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
01A, General Catalyst, Lachy Groom, Founders Fund, Felicis Ventures, Abstract Ventures
|
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08/30/2021 | Series B-1 | $5.09MM | $xx.xx | $399MM | 01A, General Catalyst, Lachy Groom, Founders Fund, Felicis Ventures, Abstract Ventures | |
Price per Share
$xx.xx
Shares Outstanding
783,573
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
01A, General Catalyst, Lachy Groom, Founders Fund, Felicis Ventures, Abstract Ventures
|
||||||
06/11/2020 | Series A-3 | $7.01MM | $xx.xx | $148.43MM | Felicis Ventures, General Catalyst, Founders Fund, Lachy Groom | |
Price per Share
$xx.xx
Shares Outstanding
2,287,243
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, General Catalyst, Founders Fund, Lachy Groom
|
||||||
06/11/2020 | Series A-2 | $4.98MM | $xx.xx | $148.43MM | Felicis Ventures, General Catalyst, Founders Fund, Lachy Groom | |
Price per Share
$xx.xx
Shares Outstanding
4,198,304
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, General Catalyst, Founders Fund, Lachy Groom
|
||||||
06/11/2020 | Series A-1 | $6,140 | $xx.xx | $148.43MM | Felicis Ventures, General Catalyst, Founders Fund, Lachy Groom | |
Price per Share
$xx.xx
Shares Outstanding
9,999
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, General Catalyst, Founders Fund, Lachy Groom
|
||||||
11/15/2019 | Series Seed-4 | $3.5MM | $xx.xx | $26.34MM | Undisclosed Investors | |
Price per Share
$xx.xx
Shares Outstanding
5,699,350
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
Undisclosed Investors
|
||||||
11/15/2019 | Series Seed-3 | $499,999 | $xx.xx | $26.34MM | Undisclosed Investors | |
Price per Share
$xx.xx
Shares Outstanding
1,153,136
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
Undisclosed Investors
|
||||||
11/15/2019 | Series Seed-2 | $924,998 | $xx.xx | $26.34MM | Undisclosed Investors | |
Price per Share
$xx.xx
Shares Outstanding
1,763,245
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
Undisclosed Investors
|
||||||
11/15/2019 | Series Seed-1 | $729,300 | $xx.xx | $26.34MM | Undisclosed Investors | |
Price per Share
$xx.xx
Shares Outstanding
4,250,000
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
Undisclosed Investors
|