Form D · Other Banking and Financial Services

INVEST FORWARD, INC.

New York, NY · CIK 0001609595

Offering snapshot reported Jun 8, 2015 · SEC filing

Reported sold
$2.36M
Offering amount: $2.5M
Investors reported
19
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 22, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.18M$2.36MJun 6, 2014: $250,000.00Jun 6, 2014Jun 8, 2015: $2,360,000.00Jun 8, 2015

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$250,000 → $2,360,000
  • Reported investors1 → 19

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 8, 2015Amendment$2,360,000$2,110,000vs Jun 6, 201419SEC filing
Jun 6, 2014Initial$250,000No comparison1SEC filing

Offering details

Securities
Debt, Option to acquire, Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-218759
Convertible Promissory Note

Source: Form D, filed Jun 8, 2015. 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
Matthew Cohen Director, Executive
Josh Cohen Director
Steven Estrada Executive
Heather Hartnett Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
370 Lexington Avenue Suite 1704
New York, NY, 10017