Advanced loan servicing platform transforming antiquated $11.7T mortgage market

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Security Type
Technology, Real Estate, Financial Services
Min Investment
Expected Close Date
April 30, 2023
Target Raise
Security Price
Number of Employees
Short Term Debt
Cost of Goods
Long Term Debt
Net Income

Key Deal Facts

๐Ÿ† One of the first borrower-centric cloud-based residential mortgage loan servicing platforms
๐Ÿฆพ Proprietary technology improves operational efficiencies and reduces fallout for Loan Servicers
๐Ÿ’ต Built from the ground up as a cloud-based B2B SaaS platform with a traditional subscription model
๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Active Loan Servicers and Borrowers using platform and providing beneficial feedback
๐Ÿฆ Team members previously held key leadership roles during 3 successful exits
๐Ÿ˜ On track to improve hundreds of Borrower outcomes over the next 12 months (not guaranteed)
โœ”๏ธ Certified Minority-Owned company, Public Benefit Corporation, expected 2023 B-Corp certification

Management Team / Advisory Board Bios

Christian Rotter CEO & FounderWith 15+ years of experience disrupting antiquated business models and advising early-stage startups, Christian brings a unique perspective to addressing modern business challenges and social impact issues., Wayne Snell Chief Operating Officer28+ geeky years at software companies. 10+ years investing in mortgage notes, helping keep 250+ families in their homes. Participated in three successful high-tech exits. Led multinational marketing teams. Passionate about helping people., Allison Tumas Product ManagerData-driven technical product manager leveraging the power of data science to maximize operational impact. Passionate about data ethics and believes in growing companies to their maximum value through servant leadership., Tiffani Gottula Marketing ManagerExperienced, results-driven marketing manager with a proven track record of successfully leading start-up companies into the digital marketplace with a focus on profitable growth and optimization., Judy Banks Financial Operations20+ years of experience in operations, finance, and accounting working for Fortune 500 companies to Startups. Specialize in Startups; building infrastructure, documenting processes and controls to mitigate risk and ensure accuracy of the financials.
Amount Raised : $161,219
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Security Description

A CAFES (Contract and Future Equity Stake) can convert into different types of equity upon a Triggering Event, such as: common or preferred stock for a corporation, limited partnership interest for a limited partnership and membership interest for a limited liability company. At the time of the Triggering Event, the specific rights and limitations associated with the equity stake being issued to the investors will be determined and disclosed by the Entrepreneur.

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