Fundraising Fox

Copilot

Chicago, US · Delaware corporation · 6 known investors

copilot.money ↗

Copilot is a personal finance app that helps individuals track spending, categorize transactions, and manage their money across financial accounts. It targets consumers looking to stay on top of their finances.

ConsumerFintech@copilotmoney

Founders & leadership

PK
PAULA KETZSECRETARY
PG
PATRICK G. RYANCHIEF EXECUTIVE OFFICER/FOUNDER AND DIRECTOR
RL
ROBERT LEVINCHIEF FINANCIAL OFFICER

Investors · 6

Financial Venture StudioWashington
Ludlow VenturesOak Park · $50K – $1M
Path VenturesSan Mateo · $100K – $300Kvia Billy Draper · inferred
Pathlight VenturesOld Bridge · $500K – $5M
Restive VenturesSan Jose · $50K – $2.5M
Shrug CapitalSunnyvale · $100K – $3Mvia Niv Dror · inferred

Reported raises · per SEC filings

Form D private placements
▶$9.9MraisedJun 2023 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • TOM BALLDirector
  • ALEXANDRA HELMUTHExecutive Officer
  • ROBERT CHESNEYDirector
  • BRETT HURTDirector
  • PATRICK G. RYANExecutive Officer, Director
Offering amount
$10M
Amount sold
$9.9M
Minimum investment
$5.2K
First sale
Jun 2023
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$8MraisedApr 2022 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • TOM BALLDirector
  • ROBERT CHESNEYDirector
  • BRETT HURTDirector
  • PATRICK G. RYANExecutive Officer, Director
Offering amount
$8M
Amount sold
$8M
Minimum investment
$8K
First sale
Mar 2022
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5MraisedOct 2020 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • ROB LEVINExecutive Officer
  • BRETT HURTDirector
  • TOM BALLDirector
  • PATRICK G. RYANExecutive Officer, Promoter
  • ROBERT CHESNEYDirector
Offering amount
$5M
Amount sold
$5M
Minimum investment
$20.9K
First sale
Oct 2020
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$10MraisedFeb 2020 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • PATRICK G. RYANExecutive Officer, Director
  • ROB LEVINExecutive Officer
  • BRETT HURTDirector
  • ROBERT CHESNEYDirector
  • TOM BALLDirector
Offering amount
$10M
Amount sold
$10M
Minimum investment
$75K
First sale
Jan 2020
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3MraisedAug 2018 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • PAULA KETZExecutive Officer
  • PATRICK G. RYANExecutive Officer, Director
  • ROBERT LEVINExecutive Officer
Amount sold
$3M
Minimum investment
$250K
First sale
Mar 2018
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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