Form D · Other Technology
Vertex Software, Inc.
Des Moines, IA · CIK 0001766566
Offering snapshot reported Feb 1, 2023 · SEC filing
- Reported sold
- $3M Offering amount: $6M
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $1 Reported outside-investor minimum
- First sale
- Mar 29, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 1, 2023 | Initial | $3,000,000 | No comparison | 10 | SEC filing |
| Sep 2, 2021 | Initial | $38,507,020 | No comparison | Not reported | SEC filing |
| Apr 16, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Feb 1, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Option to acquire, Security to be acquired
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-472326
Source: Form D, filed Feb 1, 2023. 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 Beckett | Executive |
| N/A Echo 5 Management, Inc. | Director, Promoter |
| Jonathan Ellis | Director |
| David Morain | Executive |
| Daniel Murray | Director, Executive, Promoter |
| Ann Murray | Executive, Promoter |
| Jeffrey Murray | Executive |
| Dan Murray | Executive, Promoter |
| Michael Sellberg | Executive |
| Eric Sterling | Director |
Issuer details
Industry: Other Technology (See others in industry)
Address:
4023 Urbandale Avenue #13155
Des Moines, IA, 50310
Des Moines, IA, 50310