Urvin.finance

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

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Security Type
SAFE
Categories
Technology, Retail, Financial Services
Min Investment
$100
Location
Washington, DC
Offering Date
July 28, 2021
Expected Close Date
October 28, 2022
Target Raise
$250.00K-$3.74M
No. Investors
716
Security Price
$1.71
Valuation
$12,000,000
Website
urvin.finance
Number of Employees
8
Cash
$0
Revenue
$0
Short Term Debt
$1,200
Cost of Goods
$0
Long Term Debt
$0
Net Income
$-1,200

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
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Security Description

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