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Security Type
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Preferred Stock
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Categories
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Technology, Social Impact, Financial Services
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Min Investment
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$250
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Expected Close Date
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April 30, 2023
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Target Raise
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$100.00K-$5.00M
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Security Price
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$250
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Valuation
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$25,300,000
- Number of Employees
- 11
- Cash
- $49,040
- Revenue
- $1,893,833
- Short Term Debt
- $372,322
- Cost of Goods
- $0
- Long Term Debt
- $2,559,193
- Net Income
- $-747,455
Company Description
Taylor Hoffman's app, Avidus, is ready to democratize investment management nationwide & globally
$325 million already managed for clients with a 99.9% retention rate
On track for $2 million recurring revenue, growing at 36.7% y-o-y, pre-Avidus launch
Highly experienced team, with Board Members including Retired Navy Seal Captain Tom Chaby
$1.35 million Pre-Seed Round raised in less than a month
Partnerships with leaders in Fintech such as Apex Clearing, Plaid, and Orion Advisors
Management Team / Advisory Board Bios
Brandon Taylor CEO & CIOFounder, Entrepreneur, Investor. Prior to founding Taylor Hoffman, Brandon amassed 20+ years of investment management experience with some of the biggest investment firms on Wall Street., Gabe Hoffman COO & CCOCo-Founder of Taylor Hoffman Inc. Gabe holds his MBA and is a CFP® certificate holder. He has 5+ years of operational and compliance expertise, and 7+ years of experience in the financial industry., Raymond Kanyo Product Manager & Portfolio ManagerRaymond is a CFA Charterholder & United World Scholar with a background in asset management and consulting. Raymond graduated from the University of Richmond with an Honors degree in Quantitative Economics & Finance., Sean Rutherford CFOSean is a CPA with 5+ years of experience in tax planning. Sean graduated Summa Cum Laude from the College of William & Mary. He is also on the Board of Commonwealth Community Trust., Jack Dunne Brand ManagerHead of the Avidus brand and the customer success team. Jack's background in marketing and customer relations keeps Avidus top-notch.