The only finance-focused social platform w/ professional quality data and tools

Claim My Business
Security Type
Technology, Retail, Financial Services
Min Investment
Washington, DC
Offering Date
July 28, 2021
Expected Close Date
October 28, 2022
Target Raise
No. Investors
Security Price
Number of Employees
Short Term Debt
Cost of Goods
Long Term Debt
Net Income

Company Description

We believe there is a significant gap in the market - neither retail brokers nor websites for research and social investing, are providing retail investors access to high-quality data and tools. The Terminal is one of the few that are focusing on education and financial literacy, and nobody understands the new world of social research that Reddit has fostered.

Key Deal Facts

Retail investors want community collaboration and a platform designed to facilitate it.
Retail investors need access to professional quality data and tools to level the playing field for all investors.
There is huge global demand for data, tools and analysis across all regions and asset classes.
Financial literacy and education is in high demand with few high-quality sources available for information.

Management Team / Advisory Board Bios

Dave Lauer, CEO
Recently founded Urvin AI, sit on board of FINRA Market Reg and Aequitas NEO stock exchange, previously consulted for asset managers, helped design IEX, HFT at Allston and Citadel. Also testified before the US Senate and SEC on market structure.

Jon Flynn, CRO
Having worked in technology sales as a Business Value Engineer for over 20 years, I have helped develop customer-centric teams that deliver true value-based business outcomes and challenge the status quo.

Alexander Cohen, COO
Founder TwentyTables; Recipient 2020 US Chamber of Commerce Foundation Best Corporate Steward Award; Winner 2019 SXSW Pitch Best Bootstrap Award; Named 2020 Top DC Innovator and Disruptor; 10+ yrs at Skadden Arps; Humanitarian, Builder, Teacher.
Amount Raised : $436,880
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