AdvisorCheck

Empowering investors with financial marketplace transparency and accountability

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Form C
View on Republic
Security Type
Crowd SAFE
Min Investment
$250
Location
ENGLEWOOD CLIFFS, NJ
Offering Date
December 27, 2023
Expected Close Date
March 26, 2024
Target Raise
$50.00K-$1.24M
No. Investors
46
Security Price
$1
Website
advisorcheck.com
Number of Employees
3
Cash
$106,746
Revenue
$0
Short Term Debt
$25,871
Cost of Goods
$0
Long Term Debt
$450,000
Net Income
$-920,431

Key Deal Facts

Enormous Market: Trillions in Assets - Old and Archaic Industry
Traction: +100K Monthly Active Users and Data on +1.3M Financial Advisors
Big Problem: 59% of Americans want Financial Advice - Can't Find it!
Huge Growth: 4x Growth in Building Phase & 165% CAGR
Disruptive Platform: Leveraging AI, Big Data, Intuitive, and Affordable
Just the Beginning: All Organic Traffic - 34x Growth Since Launch Feb 2023
Great Investors: 2.4M Raised from Founders & Management Team

Perks

Invest
$250
Receive
"I Joined the Movement!" Badge to Share on Social Media
One Free AdvisorCheck + Due Diligence Report on your advisor

Invest
$1,000
Receive
FOR INVESTORS
"I Joined the Movement!" Badge to Share on Social Media
Monitoring of a Financial Advisor for ONE Year including AdivosrCheck+ Due Diligence Report (Q1 2024 Release)
FOR FINANCIAL ADVISORS:
"I Joined the Movement!" Badge to Share on Social Media
Due Diligence Report (currently called AdvisorCheck+)
Marketing Team Will Help You Build Your Profile on AdvisorCheck

Invest
$5,000
Receive
FOR INVESTORS:
"I Joined the Movement!" Badge to Share on Social Media
Monitoring of a Financial Advisor for TWO Years including AdivosrCheck+ Due Diligence Report (Q1 2024 Release)
AdvisorCheck Branded Stanley Tumbler
FOR FINANCIAL ADVISORS:
"I Joined the Movement!" Badge to Share on Social Media
Due Diligence Report (currently called AdvisorCheck+)
One Hour Marketing Consult for Financial Advisors to Build Their Practice AND AdvisorCheck Profile
AdvisorCheck Branded Stanley Tumbler

Invest
$10,000
Receive
FOR INVESTORS:
All of the Above PLUS
Shoutout on Social Media
Meet and Greet with the Founders and Team for Lunch in Los Angeles, CA.
OR FOR FINANCIAL ADVISORS:
All of the Above PLUS
Shoutout on Social Media
Meet and Greet with the Founders and Team for Lunch in Los Angeles, CA.

Invest
$50,000
Receive
All of the Above PLUS
1:1 Call with our Founders to Discuss Roadmap, Metrics, etc.
All Expenses Trip to Los Angeles, CA for 1 Night Dinner with Our CEO in Person
OR FOR FINANCIAL ADVISORS:
All of the Above PLUS
1:1 Call with our Founders to Discuss Roadmap, Metrics, etc.
All Expenses Trip to Los Angeles, CA for 1 Night Dinner with Our CEO in Person
Limited (2 left of 2)

Management Team / Advisory Board Bios

Adriel Tam
CEO and Board Member

Dan Hattori
COO

KJ Kim
Co-Founder and Chief Development Officer

MK Ko
Co-Founder Senior Software Developer

Jenny Minoux
Advisor Relations

Leonard Kim
Director of Marketing

Joshua J.
Back End Developer

Samjot S.
Front End Developer
Amount Raised : $49,400
Reveal the Score by Voting
＿
Additional ratings from other users are needed to determine a viable CrowdScore for this deal.
The "CrowdScore" for this deal is determined by user ratings and other factors using our proprietary algorithm.
ⓘ
The overall viability and scalability of the business concept as well as the ability to drive the concept to profitability over time.
Business Idea
ⓘ
The progress made thus far in demonstrating that the business has viability, a customer base or other business traction.
Business Traction
ⓘ
The experience of the management team in running, scaling and/or exiting a business that required similar skills to execute the business plan.
Management Team
ⓘ
The value of the company compared to similar companies raising money from investors.
Valuation

Security Description

An equity crowdfunding specific version of a SAFE used by crowdfunding portal Republic. Upon conversion (if and when that happens), investors may receive special shares with limited rights that do not show up on a company’s cap table. The issuer may roll over and not convert shares at the next financing round causing investors to lose out on some upside.

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