trustandwill.comConsumer & Lifestyle / Consumer ApplicationsFounded: 2017Funding to Date: $31.63MM
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.
Funding Date | Share Class | Amount Raised | Price per Share | Post-Money Valuation | Key Investors | |
---|---|---|---|---|---|---|
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
UBS
|
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01/10/2022 | Series B-5 | $210,475 | $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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
UBS
|
||||||
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
UBS
|
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11/17/2020 | Series B-3 | $13,105 | $xx.xx | $58.34MM | Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures
|
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11/17/2020 | Series B-2 | $700,158 | $xx.xx | $58.34MM | Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures
|
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11/17/2020 | Series B-1 | $8.91MM | $xx.xx | $58.34MM | Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures
|
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12/17/2019 | Series A | $7.51MM | $xx.xx | $21.95MM | Link Ventures, Revolution, WTI, Halogen Ventures, Luma Launch, Techstars Ventures | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Link Ventures, Revolution, WTI, Halogen Ventures, Luma Launch, Techstars Ventures
|
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01/24/2019 | Series A-4 | $336,923 | $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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Revolution, TechStars Ventures
|
||||||
01/24/2019 | Series A-2 | $583,577 | $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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Revolution, TechStars Ventures
|
||||||
01/24/2019 | Series A-1 | $583,577 | $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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Revolution, TechStars Ventures
|