Tech Company Financing Transactions
Guideline Funding Round
Guideline, based in San Mateo, secured $7 million in funding from Propel Venture Partners and private investors.
Transaction Overview
Company Name
Announced On
7/20/2016
Transaction Type
Venture Equity
Amount
$7,000,000
Round
Series A
Investors
Propel Venture Partners (Lead Investor) (Ryan Gilbert)
Proceeds Purpose
The Series A financing will allow Guideline to continue its rapid growth. In 2016, the company added financial and technology professionals to its growing staff and successfully onboarded numerous clients who are looking for easy-to-administer retirement plans. The funds will be used to scale Guideline's proprietary platform and partnerships.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
3050 S Delaware St. 202
San Mateo, CA 94403
USA
San Mateo, CA 94403
USA
Phone
Website
Email Address
Overview
Guideline 401(k) is an all-inclusive retirement plan for growing businesses that's easy for employers to set up and even easier for employees to enroll and save. We make smart investing simple.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Kevin Busque
Chief Operating Officer
Jeffrey Rosenberger
Chief Technical Officer
Michael Nelson
VP - Customer Service
Elantha Barry
VP - Engineering
Alex Balva
VP - Finance
Craig Kimball
VP - General Counsel
Carol Ho
VP - General Counsel
Lucas Huizar
VP - Product Management
Thomas Buley
VP - Product Management
Jeremy Caballero
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We report on every notable VC transaction. All VC database entries reported here are sourced from a variety of public sources. The data is sourced from VentureDeal.com, an affiliated venture.
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