# Guideline

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/guideline

- Industry: Software
- Headquarters: Burlingame, US
- Website: www.guideline.com
- Total disclosed funding: $339M
- Latest round: Series E (Jun 16, 2021)
- Investors on record: 14

## About

Based in the US, Guideline, Inc. operates as a provider of 401(k) retirement accounts for small and medium-sized businesses. The company was founded by its CPO Jeremy Caballero, CEO Kevin Busque, and CTO Mike Nelson. In August 2025, Gusto agreed to acquire Guideline, Inc. The company operates a retirement platform for small businesses to manage their day-to-day procedures such as administration, employee onboarding, and government filings with additional options to track their employee's 401(K) eligibility and process deductions. Guideline, Inc. offers a smart investing feature with its application that allows businesses to choose a portfolio of mutual funds managed by professionals to invest in for a 0.08% account fee. The company also operates a US-based client support team to solve its user’s queries and provides them with support content and remainders to better understand their 401(k) and reach their financial objectives on time. The company generates revenue by providing its services in subscription packages ranging from USD 49 (Core) to USD 129(Max) with an additional USD 8 fee for each active participant in the plan. The August 2025 acquisition aims to strengthen Guideline, Inc.'s product and accelerate its team.

## Funding rounds

- Series E, Jun 16, 2021, $200M — General Atlantic, Generation Investment Management, Felicis Ventures, Propel, Gaingels, Greyhound Capital
- Series D, Jul 29, 2020, $80M — Generation Investment Management, Tiger Global Management, Felicis Ventures, Lerer Hippeau Ventures, Xfund, BoxGroup, Propel, Gaingels, Greyhound Capital
- Series C, Nov 9, 2018, $35M — Tiger Global Management, Felicis Ventures, Propel
- Series B, Aug 8, 2017, $15M — Felicis Ventures
- Series A, Jul 19, 2016, $7M — New Enterprise Associates, Lerer Hippeau Ventures, Propel
- Seed, Aug 17, 2015, $2M — New Enterprise Associates, SV Angel, 500 Global, Lerer Hippeau Ventures, Red Swan Ventures, Xfund, BoxGroup

## Investors

- New Enterprise Associates (https://capitalatlas.ai/funds/new-enterprise-associates) — Seed, Series A
- SV Angel (https://capitalatlas.ai/funds/sv-angel) — Seed
- 500 Global (https://capitalatlas.ai/funds/500-global) — Seed
- Lerer Hippeau Ventures — Seed, Series A, Series D
- Red Swan Ventures (https://capitalatlas.ai/funds/red-swan-ventures) — Seed
- Xfund (https://capitalatlas.ai/funds/xfund) — Seed, Series D
- BoxGroup (https://capitalatlas.ai/funds/boxgroup) — Seed, Series D
- Propel (https://capitalatlas.ai/funds/propel) — Series A, Series C, Series D, Series E
- Felicis Ventures (https://capitalatlas.ai/funds/felicis-ventures) — Series B, Series C, Series D, Series E
- Tiger Global Management (https://capitalatlas.ai/funds/tiger-global-management) — Series C, Series D
- Generation Investment Management (https://capitalatlas.ai/funds/generation-investment-management) — Series D, Series E
- Gaingels (https://capitalatlas.ai/funds/gaingels) — Series D, Series E
- Greyhound Capital (https://capitalatlas.ai/funds/greyhound-capital) — Series D, Series E
- General Atlantic (https://capitalatlas.ai/funds/general-atlantic) — Series E