Fundraising Fox

Beeline Financial Holdings

Providence, US · Founded 2020 · Delaware corporation

Founders & leadership

NR
Nicholas R. Liuzza, Jr.Chief Executive Officer & Director
JK
Jessica KennedyPresident and Secretary
CM
Christopher MoeChief Financial Officer and Treasurer
PW
PETER W. GONZALEZPRESIDENT, TREASURER, AND DIRECTOR
PB
Peter BordesDirector
JF
Joseph FreedmanDirector
DK
David KittleDirector
GE
Greg EllisDirector

Reported raises · per SEC filings

Form D private placements
▶$575KraisedAug 2024 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Joseph FreedmanDirector
  • Christopher MoeExecutive Officer
  • Nicholas R. Liuzza, Jr.Executive Officer, Director
  • David KittleDirector
  • Peter BordesDirector
  • Greg EllisDirector
  • Jessica KennedyExecutive Officer
Offering amount
$1.5M
Amount sold
$575K
Minimum investment
$50K
First sale
Jul 2024
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.3MraisedJun 2024 · 11 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Nicholas R. Liuzza, Jr.Executive Officer, Director
  • David KittleDirector
  • Joseph FreedmanDirector
  • Greg EllisDirector
  • Jessica KennedyExecutive Officer
  • Peter BordesDirector
  • Christopher MoeExecutive Officer
Offering amount
$3.3M
Amount sold
$3.3M
Minimum investment
$250K
Finders' fees
$300K
Placement agents
JOSEPH GUNNAR & CO., LLC
First sale
Jun 2024
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$23.3MraisedJun 2024 · 64 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • PETER BORDESDirector
  • JOSEPH FREEDMANDirector
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • CHRISTOPHER MOEExecutive Officer, Director
  • GREG ELLISDirector
  • DAVID KITTLEDirector
  • JESSICA KENNEDYExecutive Officer
Offering amount
$23.3M
Amount sold
$23.3M
First sale
May 2022
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5.7MraisedOct 2021 · 12 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • PETER W. GONZALEZExecutive Officer, Director
  • JESSICA KENNEDYExecutive Officer
Offering amount
$5.7M
Amount sold
$5.7M
Proceeds to insiders
$700K
First sale
Oct 2021
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.1MraisedSep 2021 · 10 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • PETER W. GONZALEZExecutive Officer, Director
  • JESSICA KENNEDYExecutive Officer
Offering amount
$3.1M
Amount sold
$3.1M
First sale
Dec 2018
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$7.1MraisedSep 2021 · 19 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JESSICA KENNEDYExecutive Officer
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • PETER W. GONZALEZExecutive Officer, Director
Offering amount
$7.8M
Amount sold
$7.1M
First sale
Mar 2020
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$2.6MraisedNov 2019 · 17 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • JESSICA KENNEDYExecutive Officer
  • PETER W. GONZALEZExecutive Officer, Director
Offering amount
$3M
Amount sold
$2.6M
First sale
Oct 2019
Incorporated
Corporation, Rhode Island, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.