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Levanto Financial

Levanto Financial
2009 FOUNDED
PRIVATE STATUS
2ndary - Private LATEST DEAL TYPE
15 INVESTORS
Description

Provider of financial management technologies and services designed to automate and off-load time-consuming financial tasks. The company's financial management technologies and services offer analysis of expenses, cash flow modeling, sourcing and personal ongoing coaching, enabling clients to create, manage and execute a balanced budget.

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Primary Office
  • 2301 West Big Beaver Road
  • Suite 921
  • Troy, MI 48084
  • United States

+1 (248) 000-0000
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Levanto Financial Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Secondary Transaction - Private 01-Jan-2018 00.000 Completed Generating Revenue
4. Accelerator/Incubator 10-Nov-2015 00.000 Completed Startup
3. Accelerator/Incubator 06-Nov-2015 0000 00.000 Completed Generating Revenue
2. Early Stage VC 23-Jul-2015 $2.2M $2.75M 00.000 Completed Generating Revenue
1. Seed Round 13-Sep-2013 $550K $550K Completed Startup
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Levanto Financial Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Seed 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
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Levanto Financial Competitors (16)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
HelloWallet Corporate Backed or Acquired Washington, DC 00 000.00 000000&0
00000000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
00000 00000000 000 Private Equity-Backed San Diego, CA 00 000.00 000000000
00000000 Venture Capital-Backed New York, NY 000 000.00 00000000000 000.00
0000 (000000000 00 Venture Capital-Backed Oakland, CA 00 000.00 0000000000 000.00
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Levanto Financial Investors (15)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Ynext Incubator Accelerator/Incubator 000 0000 000000 0
Accelerate Michigan Innovation Competition Accelerator/Incubator Minority 000 0000 000000 0
Envestnet Yodlee Accelerator/Incubator Minority 000 0000 000000 0
Alex Bogoevich Angel (individual) Minority 000 0000 000000 0
Carl Walsh Angel (individual) Minority 000 0000 000000 0
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Levanto Financial Executive Team (7)

Name Title Board
Seat
Contact
Info
Paul Cloutier Co-Founder, Chief Executive Officer & Chairman
David Humphrey Advisor
Mark Goines Advisor

4 Former Executives

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Levanto Financial Board Members (2)

Name Representing Role Since Contact
Info
Doug Finch Levanto Financial Board Member 000 0000
Paul Cloutier Levanto Financial Co-Founder, Chief Executive Officer & Chairman 000 0000