Form D · Investing
Visio Financial Services Inc.
Austin, TX · CIK 0001567252
Offering snapshot reported Sep 10, 2021 · SEC filing
- Reported sold
- $2.01M Offering amount: $10M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Aug 8, 2019 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 10, 2021 | Amendment | $2,007,882 | $0vs Sep 15, 2020 | 9 | SEC filing |
| Sep 15, 2020 | Amendment | $2,007,882 | $300,000vs Oct 10, 2019 | 9 | SEC filing |
| Oct 10, 2019 | Initial | $1,707,882 | No comparison | 9 | SEC filing |
| Sep 12, 2018 | Initial | $4,500,000 | No comparison | 1 | SEC filing |
| Nov 16, 2017 | Amendment | $2,850,000 | $2,650,000vs Sep 8, 2016 | 8 | SEC filing |
| Sep 8, 2016 | Initial | $200,000 | No comparison | 1 | SEC filing |
| Aug 28, 2014 | Initial | $1,850,000 | No comparison | 8 | SEC filing |
| Aug 19, 2013 | Amendment | $4,770,000 | $3,770,000vs Jan 22, 2013 | 12 | SEC filing |
| Jan 22, 2013 | Initial | $1,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-350784
Source: Form D, filed Sep 10, 2021. 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 |
|---|---|
| Jeff Ball | Director, Executive |
| Sean Banchik | Director |
| Ben Hunsaker | Director |
| William J Kerley | Director, Executive |
| Matt Matza | Director, Executive |
| James T Pappas | Executive |
| August Peterson | Director |
| Gunlek Ruder | Director |
| Ed Sumner | Executive |
| J.P. Whelen | Director |
Issuer details
Industry: Investing (See others in industry)
Address:
1905 Kramer Lane Suite B700
Austin, TX, 78578
Austin, TX, 78578