Form D · Other Technology

Formulary Financial, Inc.

Weston, CT · CIK 0002063877

Offering snapshot reported Apr 30, 2025 · SEC filing

Reported sold
$4.22M
Offering amount: $4.7M
Investors reported
10
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 20, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.11M$4.22MApr 4, 2025: $1,710,000.00Apr 4, 2025Apr 30, 2025: $4,220,000.00Apr 30, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,710,000 → $4,220,000
  • Reported investors8 → 10

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 30, 2025Amendment$4,220,000$2,510,000vs Apr 4, 202510SEC filing
Apr 4, 2025Initial$1,710,000No comparison8SEC filing

Offering details

Securities
Equity, Security to be acquired
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-542924

Source: Form D, filed Apr 30, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Alfia Ilicheva Director, Executive

Issuer details

Industry: Other Technology (See others in industry)

Address:
20 Ridge Lane
Weston, CT, 06883