Fundraising Fox

ChartIQ

Charlottesville, US · Founded 2014 · Delaware corporation · 3 known investors

Desktop application integration platform

Founders & leadership

DS
Daniel SchleiferExecutive Officer, Director

Investors · 3

Valuestream VenturesMiami · $250K – $10M
Illuminate FinancialreportedLondonvia Mark Whitcroft · board
Social LeveragereportedScottsdale · $1M – $2M

Reported raises · per SEC filings

Form D private placements
▶$15.4MraisedMay 2019 · 5 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Daniel SchleiferExecutive Officer, Director
  • Julie ArmstrongDirector
  • Mark WhitcroftDirector
  • Terrence ThorsenExecutive Officer, Director
  • Patrick BeitelDirector
Offering amount
$15.4M
Amount sold
$15.4M
First sale
Jan 2019
Incorporated
Corporation, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$800KraisedAug 2018 · 2 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Mark WhitcroftDirector
  • Julie ArmstrongDirector
  • Terrence ThorsenExecutive Officer, Director
  • Joshua ElwellDirector
  • Daniel SchleiferExecutive Officer, Director
Offering amount
$1.1M
Amount sold
$800K
First sale
Aug 2018
Incorporated
Corporation, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.2MraisedMar 2016 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Daniel SchleiferExecutive Officer, Director
Offering amount
$4M
Amount sold
$3.2M
First sale
Feb 2016
Incorporated
Corporation, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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