# Goal Based Investors, Incorporated

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/goal-based-investors

- Industry: Financial Services
- Headquarters: New York, US
- Website: www.goalbasedinvestors.com
- Total disclosed funding: $2.8M
- Latest round: Seed (Apr 22, 2021)
- Investors on record: 2

## About

Goal Based Investors, Incorporated is a US-based firm focused on providing innovative financial planning solutions to enhance project management and collaboration for businesses of all sizes.Founded in 2020, Goal Based Investors, Incorporated specializes in developing financial planning platforms. The company is headquartered in New York, US. Chip Castille, the founder, has a background in financial services but no details of previous ventures are specified. In April 2021, Goal Based Investors raised USD 2.75 mn in Seed funding led by True Ventures, with participation from The Venture Collective, bringing their total amount raised to USD 2.75 mn.Goal Based Investors, Incorporated primarily offers a digital platform that streamlines project management and team collaboration. The core product includes a suite of tools for task tracking, resource allocation, and real-time communication, helping users manage projects efficiently. Their services cater to both local and international markets, specifically targeting North America and Europe.The revenue model is based on subscription services, allowing businesses to access the platform through various pricing tiers. Clients select plans that include user licenses and features, with transactions occurring on a monthly or annual basis. This model fosters long-term client relationships and generates recurring revenue.Following the recent Seed funding of USD 2.75 mn raised in April 2021, Goal Based Investors plans to utilize the funds to further develop its financial planning platform. The company is focused on expanding into new markets, particularly in Europe, by the end of 2022. Upcoming product launches are expected to enhance its offerings and cater to the growing demand for project management solutions.

## Funding rounds

- Seed, Apr 22, 2021, $2.8M — True Ventures, The Venture Collective

## Investors

- True Ventures (https://capitalatlas.ai/funds/true-ventures) — Seed
- The Venture Collective (https://capitalatlas.ai/funds/the-venture-collective) — Seed