Personal Capital Personal Capital IPO
$982.57MM
Series F Valuation, Feb 2019
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Company Details
Personal Capital is a provider of free online tools designed to allow users to view all of your accounts in one place, allowing them to better understand their entire financial picture.
Sector
Founded
2009
Forge Price 1
Price not available
Post-Money Valuation 3
$982.57MM
Total Funding
$247.94MM
LFR Price per Share
$xx.xx
Last Funding Share Class
Series F

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Can you invest in Personal Capital pre-IPO?

You can no longer invest in Personal Capital with Forge. But if you are an accredited investor interested in buying pre-IPO shares of a private company, you can learn more about how to invest in the private market or register today to get started.

Can you sell shares of Personal Capital before it goes public?

You can no longer sell shares of Personal Capital on Forge as this company is no longer private. However, if you own shares of a private company, Forge may be able to help you sell them in a way that works for you and the company. Learn more or register with us today to get started.

What is the pre-IPO value of my Personal Capital shares?

Forge can no longer determine the value of Personal Capital shares as this company is no longer private. However, if you own shares of a private company, Forge may help you value and sell them in a way that works for you and the company. Learn more or register with us today to get started.

Is Personal Capital a publicly traded company?

Personal Capital became a public company following its M&A on 08/18/2020 and is now a publicly traded company.

To learn more about Personal Capital potential IPO

Will Personal Capital go IPO?

Personal Capital became a public company following its M&A on 08/18/2020.

What is Personal Capital’s IPO price?

The IPO price of Personal Capital is not currently available.

When was Personal Capital founded?

Personal Capital was founded in 2009.

What is Personal Capital funding to date?

Personal Capital has raised $247.94MM to date.
Personal Capital Major Investors
IGM Financial

Personal Capital Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
02/05/2019 Series F $50MM $xx.xx $982.57MM Igm Financial
Price per Share
$xx.xx
Shares Outstanding
72,913,932
Liquidation Pref Order
1
Liquidation Pref As Multiplier
2.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Igm Financial
08/14/2017 Series E & E1 $87.07MM $xx.xx $539.5MM Igm Financial
Price per Share
$xx.xx
Shares Outstanding
153,636,833
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Igm Financial
11/12/2014 Series D & D1 $50.08MM $xx.xx $251.25MM Bbva Ventures, Blackrock Private Equity Partners, Correlation Ventures, Corsair Capital, Crosslink Capital, Ivp, Jump Capital, Usaa, Venrock
Price per Share
$xx.xx
Shares Outstanding
149,880,278
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Bbva Ventures, Blackrock Private Equity Partners, Correlation Ventures, Corsair Capital, Crosslink Capital, Ivp, Jump Capital, Usaa, Venrock
07/13/2013 Series C $27.28MM $xx.xx $74.5MM Blackrock Private Equity Partners, Correlation Ventures, Crosslink Capital, Institutional Venture Partners, Venrock
Price per Share
$xx.xx
Shares Outstanding
178,386,045
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blackrock Private Equity Partners, Correlation Ventures, Crosslink Capital, Institutional Venture Partners, Venrock
03/26/2013 Series B $20.03MM $xx.xx $51.5MM Institutional Venture Partners, Venrock Associates
Price per Share
$xx.xx
Shares Outstanding
136,039,403
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Institutional Venture Partners, Venrock Associates
06/24/2010 Series A $10MM $xx.xx $19.25MM Institutional Venture Partners
Price per Share
$xx.xx
Shares Outstanding
98,039,216
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Institutional Venture Partners
12/16/2009 Series Seed $2MM $xx.xx $13.75MM Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
24,723,763
Liquidation Pref Order
2
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
06/01/2009 Series Seed-1 $1.5MM $xx.xx $7.5MM Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
15,000,000
Liquidation Pref Order
2
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
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Updated on: Jan 22, 2025

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