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iraLogix

iraLogix
2015 FOUNDED
PRIVATE STATUS
21-30 EMPLOYEES
Series A LATEST DEAL TYPE
$5M LATEST DEAL AMOUNT
6 INVESTORS
Description

Developer of an IRA technology platform intended to offer Web-based institutional IRA record-keeping services. The company's paperless and end-to-end white label platform provides a wide range of institutionally-priced investment choices and access to professional advice, education and other financial services, enabling financial organizations to extend IRA options, investment ideas and advice to all individuals saving for retirement.

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Other Financial Services
Primary Office
  • 7990 SouthWest 117th Avenue
  • Suite 203
  • Miami, FL 33183
  • United States
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iraLogix Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC (Series A) 19-Oct-2018 $5M 000 00.00 Completed Generating Revenue
2. Accelerator/Incubator 30-Jun-2016 Completed Startup
1. Corporate (Series A) 19-Apr-2016 Completed Startup
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iraLogix Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series A5 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Series A4 000,000 00.000000 00.00 00.00 00 00.00 0.00
Series A3 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Series A2 918,484 $0.000100 $0.44 $0.44 1x $0.44 3.45%
Series A1 5,795,471 $0.000100 $0.23 $0.23 1x $0.23 21.74%
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iraLogix Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 0000000 22-Jan-2019 000000000000000000 Consulting Services (B2B) 00000 0000000
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iraLogix Subsidiaries (1)

Company Name Industry Location Founded
0000000000 0000000 Baxter, MN
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iraLogix Investors (6)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Audrey's Kitchen Family Office Minority 000 0000 000000 0
Beresford Ventures Venture Capital Minority 000 0000 000000 0
Innovation Works Venture Capital Minority 000 0000 000000 0
Riverfront Ventures Venture Capital Minority 000 0000 000000 0
SteelBridge Labs Accelerator/Incubator Minority 000 0000 000000 0
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iraLogix Executive Team (6)

Name Title Board
Seat
Contact
Info
David Bernard Chief Executive Officer & Board Member
Lowell Smith Jr. Chief Operating Officer
Joe Hipsky Co-Founder & Chief Strategy Officer
Peter Littlejohn Chief Revenue Officer
James Haluszczak Co-Founder & Board Member

1 Former Executive

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iraLogix Board Members (5)

Name Representing Role Since Contact
Info
David Bernard iraLogix Chief Executive Officer & Board Member 000 0000
James Haluszczak Self Co-Founder & Board Member 000 0000
John Aranowicz iraLogix Board Member & Interim Chief Technology Officer 000 0000
Pamela O'Rourke JD iraLogix Board Member 000 0000
Thomas Anderson Integrated Retirement Initiatives Board Member 000 0000