Form D · Other Technology

IncumbentFI, Inc.

Kansas City, MO · CIK 0002040746

Offering snapshot reported Oct 10, 2024 · SEC filing

Reported sold
$5.64M
Offering amount: $7.14M
Investors reported
4
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 2, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 10, 2024Initial$5,639,687No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-526415
$5,000,000 round in terms of new capital that will be invested plus the $2,139,687.69 of convertible notes that are converting

Source: Form D, filed Oct 10, 2024. 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
Jamey Doughty Director
Donald Kirkwood Director
Mike Miroslaw Director
Robert Montgomery Rice Director
David Strebinger Director

Issuer details

Industry: Other Technology (See others in industry)

Address:
4741 Central Street, Suite 730
Kansas City, MO, 64112