Form D · Other Technology
InvestEdge, Inc.
Bala Cynwyd, PA · CIK 0001693983
Offering snapshot reported Jan 10, 2017 · SEC filing
- Reported sold
- $3.39M Offering amount: $5.52M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $3.39M Reported outside-investor minimum
- First sale
- Dec 20, 2016 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 10, 2017 | Initial | $3,388,500 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Debt, Option to acquire, Security to be acquired
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $300K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-278070
Includes warrants to be issued to the lender.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| FTP Securities LLC | 129356 |
Source: Form D, filed Jan 10, 2017. 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.
| Name | Reported role |
|---|---|
| Brian R. Burns | Executive |
| Roland E. Collins | Director, Executive |
| Michael Morgart | Executive |
| Robert S. Stewart | Director, Executive |
Issuer details
Industry: Other Technology (See others in industry)
Address:
1 Belmont Avenue Suite 200
Bala Cynwyd, PA, 19004
Bala Cynwyd, PA, 19004