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Security Type
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CAFES
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Min Investment
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$100
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Expected Close Date
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April 30, 2023
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Target Raise
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$50.00K-$125.00K
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No. Investors
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36
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Security Price
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$1
- Number of Employees
- 4
- Cash
- $21,631
- Revenue
- $160
- Short Term Debt
- $16,719
- Cost of Goods
- $4,800
- Long Term Debt
- $0
- Net Income
- $-64,994
Key Deal Facts
📈 Consumer app is live and generating revenue on less than $125k of burn
💸 Allows money movement to any checking, savings, investment brokerage, and retirement account
🏦 In discussions with multiple local banks and credit unions about licensing Investii's app
✅ Developed a proprietary algorithm assessing credit risk through savings behaviors and cash flow
🏆 gener8tor portfolio company - raised $280k from execs at Square, The Boring Company, & BMO Harris
🚀 Demoing at Finnovate, semi-finalists in Pepperdine's Most Fundable Companies (top 100 out of 4k+)
Management Team / Advisory Board Bios
Nishant Deshpande CEO6 years of banking/investments experience including building risk 
models
Grew a nonprofit’s $2.5M investment portfolio to $5M in 3 years
Saved 65% of his professional earnings allowing him to self-finance Investii's MVP, Bryan Stave Chief Growth OfficerDynamic public speaker having led Investii to wins in multiple competitive pitch competitions
Coordinated speaking events at 40+ universities prior to launching the app
Spent 5 years in Epic implementation and 3 years in music prior to founding, Micah DeRusha CTODesigned and built Investii's back end architecture and security protocols
Capitol One Software Engineering Summit finalist
Former Epic engineer
Graduated in 3 years from UW-Madison with a double major in computer science and engineering, Tyler Trebitowski Director of EngineeringResponsible for much of Investii's mobile app front end and predictive AI
Developed custom charting library allowing Investii to create unique data visualization
Tyler's too humble to say this...but he's a true 10Xer
Reveal the Score by Voting
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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
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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
A CAFES (Contract and Future Equity Stake) can convert into different types of equity upon a Triggering Event, such as: common or preferred stock for a corporation, limited partnership interest for a limited partnership and membership interest for a limited liability company. At the time of the Triggering Event, the specific rights and limitations associated with the equity stake being issued to the investors will be determined and disclosed by the Entrepreneur.