SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Schedule 13G
(Rule 13d-102)
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (b)
(Amendment No. __)*
Yodlee, Inc. |
(Name of Issuer) |
Common Stock |
(Title of Class of Securities) |
98600P201 |
(CUSIP Number) |
December 31, 2014 |
(Date of Event Which Requires Filing of this Statement) |
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
¨ | Rule 13d-1(b) |
¨ | Rule 13d-1(c) |
x | Rule 13d-1(d) |
*The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.
The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
(Continued on following pages)
Page 1 of 13
Exhibit Index Contained on Page 11
CUSIP NO. 98600P201 | 13 G | Page2 of13Pages |
1 | NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (Entities Only) Accel VII L.P. (“A7”) |
2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions) (a) ¨ (b) x |
3 | SEC USE ONLY |
4 | CITIZENSHIP OR PLACE OF ORGANIZATION Delaware |
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH | 5 | SOLE VOTING POWER 1,477,779 shares, except that Accel VII Associates L.L.C. (“A7A”), the general partner of A7, may be deemed to have sole power to vote these shares. |
6 | SHARED VOTING POWER 0 shares. | |
7 | SOLE DISPOSITIVE POWER 1,477,779 shares, except that A7A, the general partner of A7, may be deemed to have sole power to dispose of these shares. | |
8 | SHARED DISPOSITIVE POWER 0 shares. |
9 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | 1,477,779 |
10 | CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) | ¨ |
11 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
| 5.0% |
12 | TYPE OF REPORTING PERSON (See Instructions) | PN |
CUSIP NO. 98600P201 | 13 G | Page3 of13Pages |
1 | NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (Entities Only) Accel VII Associates L.L.C. (“A7A”) |
2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions) (a) ¨ (b) x |
3 | SEC USE ONLY |
4 | CITIZENSHIP OR PLACE OF ORGANIZATION Delaware |
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH | 5 | SOLE VOTING POWER 1,477,779 shares, all of which are directly owned by A7. A7A, the general partner of A7, may be deemed to have sole power to vote these shares. |
6 | SHARED VOTING POWER 0 shares. | |
7 | SOLE DISPOSITIVE POWER 1,477,779 shares, all of which are directly owned by A7. A7A, the general partner of A7, may be deemed to have sole power to vote these shares. | |
8 | SHARED DISPOSITIVE POWER 0 shares. |
9 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
1,477,779 |
10 | CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) |
¨ |
11 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
| 5.0% |
12 | TYPE OF REPORTING PERSON (See Instructions) | OO |
CUSIP NO. 98600P201 | 13 G | Page4 of13Pages |
1 | NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (Entities Only) Accel Internet Fund III L.P. (“AIF3”) |
2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions) (a) ¨ (b) x |
3 | SEC USE ONLY |
4 | CITIZENSHIP OR PLACE OF ORGANIZATION Delaware |
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH | 5 | SOLE VOTING POWER 369,441 shares, except that Accel Internet Fund III Associates L.L.C. (“AIF3A”), the general partner of AIF3, may be deemed to have sole power to vote these shares. |
6 | SHARED VOTING POWER 0 shares. | |
7 | SOLE DISPOSITIVE POWER 369,441 shares, except that AIF3A, the general partner of AIF3, may be deemed to have sole power to dispose of these shares. | |
8 | SHARED DISPOSITIVE POWER 0 shares. |
9 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | 369,441 |
10 | CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) | ¨ |
11 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
| 1.3% |
12 | TYPE OF REPORTING PERSON (See Instructions) | PN |
CUSIP NO. 98600P201 | 13 G | Page5 of13Pages |
1 | NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (Entities Only) Accel Internet Fund III Associates L.L.C. (“AIF3A”) |
2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions) (a) ¨ (b) x |
3 | SEC USE ONLY |
4 | CITIZENSHIP OR PLACE OF ORGANIZATION Delaware |
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH | 5 | SOLE VOTING POWER 369,441 shares, all of which are directly owned by AIF3. AIF3A, the general partner of AIF3, may be deemed to have sole power to vote these shares. |
6 | SHARED VOTING POWER 0 shares. | |
7 | SOLE DISPOSITIVE POWER 369,441 shares, all of which are directly owned by AIF3. AIF3A, the general partner of AIF3, may be deemed to have sole power to dispose of these shares. | |
8 | SHARED DISPOSITIVE POWER 0 shares. |
9 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | 369,441 |
10 | CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) | ¨ |
11 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
| 1.3% |
12 | TYPE OF REPORTING PERSON (See Instructions) | OO |
CUSIP NO. 98600P201 | 13 G | Page6 of13Pages |
1 | NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (Entities Only) Accel Investors ’99 L.P. (“AI99”) |
2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions) (a) ¨ (b) x |
3 | SEC USE ONLY |
4 | CITIZENSHIP OR PLACE OF ORGANIZATION Delaware |
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH | 5 | SOLE VOTING POWER 182,688 shares. |
6 | SHARED VOTING POWER 0 shares. | |
7 | SOLE DISPOSITIVE POWER 182,688 shares. | |
8 | SHARED DISPOSITIVE POWER 0 shares. |
9 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | 182,688 |
10 | CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) | ¨ |
11 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
| 0.6% |
12 | TYPE OF REPORTING PERSON (See Instructions) | PN |
Page 7 of 13
ITEM 1(a). | NAME OF ISSUER: |
Yodlee, Inc.
ITEM 1(b). | ADDRESS OF ISSUER’S PRINCIPAL EXECUTIVE OFFICES: |
3600 Bridge Parkway, Suite 200
Redwood City, CA 94065
ITEM 2(a). | NAME OF PERSONS FILING: |
This Statement is filed by Accel VII L.P., a Delaware limited partnership (“A7”), Accel VII Associates L.L.C., a Delaware limited liability company and the general partner of A7 (“A7A”), Accel Internet Fund III L.P., a Delaware limited partnership (“AIF3”), Accel Internet Fund III Associates, L.L.C., a Delaware limited liability company and the general partner of AIF3 (“AIF3A”), and Accel Investors ’99 L.P., a Delaware limited partnership (“AI99”). The foregoing entities are collectively referred to as the “Reporting Persons.”
A7A, the general partner of A7, may be deemed to have sole power to vote and sole power to dispose of shares of the issuer directly owned by A7. AIF3A, the general partner of AIF3, may be deemed to have sole power to vote and sole power to dispose of shares of the issuer directly owned by AIF3.
ITEM 2(b). | ADDRESS OF PRINCIPAL BUSINESS OFFICE, OR, IF NONE, RESIDENCE: |
The address of the principal business office for each of the Reporting Persons is:
Accel Partners
428 University Avenue
Palo Alto, CA 94301
ITEM 2(c) | CITIZENSHIP: |
A7, AIF3 and AI99 are Delaware limited partnerships, A7A and AIF3A are Delaware limited liability companies.
ITEM 2(d). | TITLE OF CLASS OF SECURITIES: |
Common Stock
ITEM 2(e). | CUSIP NUMBER: |
CUSIP # 98600P201
ITEM 3. | Not Applicable |
ITEM 4. | OWNERSHIP: |
The following information with respect to the ownership of the Common Stock of the issuer by the persons filing this Statement is provided as of December 31, 2014:
Page 8 of 13
(a) | Amount beneficially owned: |
See Row 9 of cover page for each Reporting Person.
(b) | Percent of Class: |
See Row 11 of cover page for each Reporting Person.
(c) | Number of shares as to which such person has: |
(i) | Sole power to vote or to direct the vote: |
See Row 5 of cover page for each Reporting Person.
(ii) | Shared power to vote or to direct the vote: |
See Row 6 of cover page for each Reporting Person.
(iii) | Sole power to dispose or to direct the disposition of: |
See Row 7 of cover page for each Reporting Person.
(iv) | Shared power to dispose or to direct the disposition of: |
See Row 8 of cover page for each Reporting Person.
ITEM 5. | OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS: |
Not Applicable
ITEM 6. | OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON: |
Under certain circumstances set forth in the partnership agreements of A7, AIF3 and AI99 and the limited liability company agreements of A7A and AIF3A, the general partners, limited partners, or members as the case may be, of each of such entities may be deemed to have the right to receive dividends from, or the proceeds from, the sale of shares of the issuer owned by each such entity of which they are a general partner, limited partner, or member.
ITEM 7. | IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY: |
Not applicable.
ITEM 8. | IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP: |
Not applicable
ITEM 9. | NOTICE OF DISSOLUTION OF GROUP: |
Not applicable
Page 9 of 13
ITEM 10. | CERTIFICATION: |
Not applicable
Page 10 of 13
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Dated: February 13, 2015
Entities: | ||
Accel VII L.P. | ||
Accel Internet Fund III L.P. | ||
Accel Investors ‘99 L.P. | ||
Accel VII Associates L.L.C. | By: | /s/ Tracy L. Sedlock |
Accel Internet Fund III Associates L.L.C. | Tracy L. Sedlock, Attorney-in-fact | |
for above-listed entities |
Page 11 of 13
EXHIBIT INDEX
Found on | ||
Sequentially | ||
Exhibit | Numbered Page | |
Exhibit A: Agreement of Joint Filing | 12 | |
Exhibit B: Reference to Tracy L. Sedlock as Attorney-in-Fact | 13 |
Page 12 of 13
EXHIBIT A
Agreement of Joint Filing
The undersigned hereby agree that a single Schedule 13G (or any amendment thereto) relating to the Common Stock of Yodlee, Inc. shall be filed on behalf of each of the undersigned and that this Agreement shall be filed as an exhibit to such Schedule 13G.
Dated: February 13, 2015
Entities: | ||
Accel VII L.P. | ||
Accel Internet Fund III L.P. | ||
Accel Investors ‘99 L.P. | ||
Accel VII Associates L.L.C. | By: | /s/ Tracy L. Sedlock |
Accel Internet Fund III Associates L.L.C. | Tracy L. Sedlock, Attorney-in-fact | |
for above-listed entities |
Page 13 of 13
EXHIBIT B
REFERENCE TO TRACY L. SEDLOCK AS ATTORNEY-IN-FACT
Tracy L. Sedlock has signed the enclosed documents as Attorney-In-Fact. Note that a copy of the applicable Power of Attorney is already on file with the appropriate agencies.