Trades And Portfolios At The Tip Of Your Fingers

Security Type
Financial Services
Min Investment
Tempe, AZ
Offering Date
July 23, 2021
Expected Close Date
April 30, 2022
Target Raise

Company Description

We aim to build a community that helps one another grow financially to the point where people are financially literate, prosperous, and independent. The PersonaFi solution supplies the ever-needed context that is absent from collaborative social media platforms by allowing users to discover other investments, strategies, thesis, and asset classes. At the same time, enhancing collaboration by verifying investors' trades. In other words, we're bringing transparency by ensuring people put their money where their mouth is. Thus we desire to provide the tools these young and novice retail investors need to access the greatest wealth creation machines of all time, the stock and crypto marketplaces. 

Key Deal Facts

Organically built a proof of concept to over 23,000 users with a 90% engagement rate within a year.
20% month-over-month growth rate for our user base
Twitter for traders
Raised $175,000 in our pre-seed
Addressing a growing wealth gap and financial literacy with a SOM of 72 million.
Design led by top NFT designer
All about empowerment and community

Management Team / Advisory Board Bios

Kenneth Mooso, CEO
The first content creator and proof of concept developer (e.i. business model), w/ over 12 years of industry experience, a former financial advisor at Merrill Lynch w/ over $100 million in assets invested on behalf of clients.

Kevin Blaze, CTO
Leads in development and tech infrastructure with over 8 years of experience. A former Ph.D. candidate at Purdue and machine learning expert.

Don Eliezer Baize, CPO
Supports lead in product development and roadmap with over 4 years of experience. A former Ph.D. candidate at Purdue, John Hopkins math finalist, and published in Math Journal.
Amount Raised : $0
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.

Security Description

A SAFE is an agreement between you—the investor—and the company in which the company promises to give you a future equity stake based on the amount you invested. It also involves some kind of a triggering event that must take place in order for you to get your future equity stake. Be careful as you may only get equity if a particular event is triggered.

Research Reports

No reports have been submitted

Become a Reporter