Trust & Will is the provider of trust and estate planning services. This company was founded in 2017 by Cody Barbo, Daniel Goldstein and Brian Lamb and is headquartered in San Diego, CA. Trust & Will provides legal forms and information to help families create their Estate Plans customized to their life situation and needs.

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Can you invest in Trust & Will pre-IPO?

Trust & Will is a privately held company and is not publicly traded, therefore investing in Trust & Will pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

Can you sell shares of Trust & Will before it goes public?

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What is the pre-IPO value of my Trust & Will shares?

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Is Trust & Will a publicly traded company?

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To learn more about Trust & Will potential IPO

Will Trust & Will go IPO?

Trust & Will has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.

What is Trust & Will’s IPO price?

The Trust & Will IPO price does not exist at this time, as Trust & Will is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Trust & Will register for Forge Markets, today.

When was Trust & Will founded?

Trust & Will was founded in 2017.

What is Trust & Will funding to date?

Trust & Will has raised $63.27MM to date.

Who are Trust & Will’s major investors?

Jackson Square Ventures
Hack VC
Halogen Ventures
Rosecliff Ventures
UBS

Trust & Will Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
01/10/2022 Series B-4 $7.14MM $xx.xx $164.97MM Ubs
Price per Share
$xx.xx
Shares Outstanding
1,271,167
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
Ubs
01/10/2022 Series B-5 $210,475.00 $xx.xx $164.97MM Ubs
Price per Share
$xx.xx
Shares Outstanding
37,461
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
Ubs
01/10/2022 Series B-6 $5.65MM $xx.xx $164.97MM Ubs
Price per Share
$xx.xx
Shares Outstanding
1,005,152
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
Ubs
11/17/2020 Series B-1 $8.91MM $xx.xx $58.34MM Aarp, Actium Partners, Fifth Third Bank, Hack Vc, Halogen Ventures, Jackson Square Ventures, Jeff Cruttenden, Link Ventures, Luma Launch, Noah Kerner, Northwestern Mutual Future Ventures, Rise Of The Rest, Rosecliff Ventures, Techstars Ventures, Wti
Price per Share
$xx.xx
Shares Outstanding
6,264,340
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
Aarp, Actium Partners, Fifth Third Bank, Hack Vc, Halogen Ventures, Jackson Square Ventures, Jeff Cruttenden, Link Ventures, Luma Launch, Noah Kerner, Northwestern Mutual Future Ventures, Rise Of The Rest, Rosecliff Ventures, Techstars Ventures, Wti
11/17/2020 Series B-2 $700,158.00 $xx.xx $58.34MM Aarp, Actium Partners, Fifth Third Bank, Hack Vc, Halogen Ventures, Jackson Square Ventures, Jeff Cruttenden, Link Ventures, Luma Launch, Noah Kerner, Northwestern Mutual Future Ventures, Rise Of The Rest, Rosecliff Ventures, Techstars Ventures, Wti
Price per Share
$xx.xx
Shares Outstanding
329,331
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
Aarp, Actium Partners, Fifth Third Bank, Hack Vc, Halogen Ventures, Jackson Square Ventures, Jeff Cruttenden, Link Ventures, Luma Launch, Noah Kerner, Northwestern Mutual Future Ventures, Rise Of The Rest, Rosecliff Ventures, Techstars Ventures, Wti
11/17/2020 Series B-3 $13,105.00 $xx.xx $58.34MM Aarp, Actium Partners, Fifth Third Bank, Hack Vc, Halogen Ventures, Jackson Square Ventures, Jeff Cruttenden, Link Ventures, Luma Launch, Noah Kerner, Northwestern Mutual Future Ventures, Rise Of The Rest, Rosecliff Ventures, Techstars Ventures, Wti
Price per Share
$xx.xx
Shares Outstanding
6,164
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
Aarp, Actium Partners, Fifth Third Bank, Hack Vc, Halogen Ventures, Jackson Square Ventures, Jeff Cruttenden, Link Ventures, Luma Launch, Noah Kerner, Northwestern Mutual Future Ventures, Rise Of The Rest, Rosecliff Ventures, Techstars Ventures, Wti
12/17/2019 Series A $7.51MM $xx.xx $21.95MM Halogen Ventures, Link Ventures, Luma Launch, Revolution, Techstars Ventures, Wti
Price per Share
$xx.xx
Shares Outstanding
6,862,572
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
Halogen Ventures, Link Ventures, Luma Launch, Revolution, Techstars Ventures, Wti
01/24/2019 Series A-1 $583,577.00 $xx.xx $8.28MM Revolution, Techstars Ventures
Price per Share
$xx.xx
Shares Outstanding
463,893
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
Revolution, Techstars Ventures
01/24/2019 Series A-2 $583,577.00 $xx.xx $8.28MM Revolution, Techstars Ventures
Price per Share
$xx.xx
Shares Outstanding
463,893
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
Revolution, Techstars Ventures
01/24/2019 Series A-4 $336,923.00 $xx.xx $8.28MM Revolution, Techstars Ventures
Price per Share
$xx.xx
Shares Outstanding
236,936
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
Revolution, Techstars Ventures
Updated on: Dec 17, 2024

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