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Guideline

Guideline



Guideline is a fintech company that offers automated investment technology aimed at transforming online retirement planning by continuously optimizing users' financial strategies for future savings.
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Guideline Overview

Burlingame, CA, United States
2015
Fintech: Investment
https://www.guideline.com



Guideline Live Market Data

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Guideline Funding Rounds



RoundDateAmount RaisedValuationInvestorsSources
Series E6/16/2021
Series D7/29/2020
Series C12/12/2018
Series B8/8/2017
Series A7/19/2016
Seed Round
8/17/2015




Guideline Investors



InvestorInvestment RoundsLead PartnerInitial InvestmentOther Notable Investments
500 GlobalSeed RoundSeed Round (2015-08-17)
BoxGroupSeed Round, Series DSeed Round (2015-08-17)
Lerer HippeauSeries A, Seed Round, Series DSeries A (2016-07-19)
New Enterprise AssociatesSeries A, Seed RoundSeries A (2016-07-19)
Red Swan VenturesSeed RoundSeed Round (2015-08-17)
SV AngelSeed RoundSeed Round (2015-08-17)
Felicis
Series B, Series E, Series C, Series D
Series B (2017-08-08)




Guideline 409a Valuations



DatePrice per shareEst. ValuationFilling
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Guideline Filings



TypedDateAmount OfferedAmount SoldFillingPagesDownload
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DisclaimerAll investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.