The Future of Mobile Banking

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Security Type
Min Investment
New Berlin, WI
Expected Close Date
April 30, 2023
Target Raise
No. Investors
Security Price
Number of Employees
Short Term Debt
Cost of Goods
Long Term Debt
Net Income

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 

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
Amount Raised : $55,350
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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.

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