Fundraising Fox
Proformex
Westlake, US · Founded 2016 · Delaware LLC · 32 employees on LinkedIn · 3 known investors
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Proformex is a company whose leadership page presents its executive team; the page itself does not describe the company's product or service in detail.
Founders & leadership
Proformex was founded in 2016 by Mike Pepe.
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Mike PepeFounder & CSOMike Pepe spent over two decades in life insurance before founding Proformex, a data and technology platform for financial professionals. He previously worked at Mass Mutual and co-founded River Financial Group and The TOLI Group.
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Kristie BeckCEO and Director of Issuer
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William LeonardCorp Sec, Advisor, Investor2017–2023William Leonard is a CPA and CFP with twenty years of experience on ESOP company boards, with specialization in accounting, insurance brokerage, and financial planning. He serves as CFO of Proformex and advises early-stage companies.
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Dr. Amanda YohoPresident
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David MorrisChief Marketing OfficerDavid Morris is the founder of MPS and creator of the MPS CORE Method, a commercial growth framework for growth-stage companies. A graduate of Ohio State University's Fisher College of Business, he founded Media Pro Inc. in 1995 and has built and exited multiple companies over three decades.
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Dave LowmanChief Financial Officer
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Fred KouryNamed on SEC filing
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Marc ByrnesNamed on SEC filing
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Steven RossNamed on SEC filing
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Miguel ZubizarretaNamed on SEC filing
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Jon J PinneyNamed on SEC filing
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Bradley MaloofNamed on SEC filing
Investors · 3
Reported raises · per SEC filings
Form D private placements$13.4M disclosed across 6 rounds · 2018–2020
▶$2.4MraisedJun 2020 · 4 investors · Other TechnologyRule 506(b)
▶$2.4MraisedJun 2020 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Jon PinneyDirector
- Steven RossDirector
- William LeonardExecutive Officer
- Bradley MaloofDirector
- Fred KouryDirector
- Lou SchneebergerDirector
- David ZelmanDirector
- Kristie BeckExecutive Officer, Director
- Michael PepeExecutive Officer, Director
- Marc ByrnesDirector
- Offering amount
- $2.4M
- Amount sold
- $2.4M
- First sale
- May 2020
- Incorporated
- Corporation, Delaware, 2019
- Federal exemptions
- 06b
▶$960.3KraisedJun 2020 · 21 investors · Other TechnologyRule 506(b)
▶$960.3KraisedJun 2020 · 21 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Michael PepeExecutive Officer, Director
- Bradley MaloofDirector
- Fred KouryDirector
- Kristie BeckExecutive Officer, Director
- Marc ByrnesDirector
- Steven RossDirector
- Lou SchneebergerDirector
- David ZelmanDirector
- William LeonardExecutive Officer
- Jon PinneyDirector
- Offering amount
- $960.3K
- Amount sold
- $960.3K
- First sale
- May 2020
- Incorporated
- Limited Liability Company, Ohio, 2016
- Federal exemptions
- 06b
▶$500KraisedFeb 2020 · 2 investors · Other TechnologyRule 506(b)
▶$500KraisedFeb 2020 · 2 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Kristie BeckExecutive Officer, Director
- William LeonardExecutive Officer
- Michael PepeDirector
- Steven RossDirector
- Marc ByrnesDirector
- Jon PinneyDirector
- Bradley MaloofDirector
- Lou SchneebergerDirector
- David ZelmanDirector
- Fred KouryDirector
- Offering amount
- $1M
- Amount sold
- $500K
- Minimum investment
- $250K
- First sale
- Jan 2020
- Incorporated
- Corporation, Delaware, 2019
- Federal exemptions
- 06b
▶$2.4MraisedOct 2019 · 27 investors · Other TechnologyRule 506(b)
▶$2.4MraisedOct 2019 · 27 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Bradley MaloofDirector
- Michael D. PepeExecutive Officer, Director
- R. Louis SchneebergerDirector
- Marc S. ByrnesDirector
- Jon J. PinneyDirector
- Fred KouryDirector
- Steven M. RossDirector
- David ZelmanDirector
- Kristie BeckExecutive Officer
- Offering amount
- $2.5M
- Amount sold
- $2.4M
- First sale
- Sep 2019
- Incorporated
- Limited Liability Company, Ohio, 2016
- Federal exemptions
- 06b
▶$3.1MraisedOct 2018 · 17 investors · Other TechnologyRule 506(b)
▶$3.1MraisedOct 2018 · 17 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Fred KouryDirector
- Jon J PinneyDirector
- Miguel ZubizarretaDirector
- Bradley MaloofDirector
- Steven RossDirector
- Marc ByrnesDirector
- Michael D PepeExecutive Officer, Director
- David ZelmanDirector
- R. Louis SchneebergerDirector
- Amount sold
- $3.1M
- First sale
- Sep 2018
- Incorporated
- Limited Liability Company, Ohio, 2016
- Federal exemptions
- 06b
▶$4MraisedOct 2018 · 13 investors · Other TechnologyRule 506(b)
▶$4MraisedOct 2018 · 13 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Proformex Louis LLCDirector
- Fred KouryDirector
- Marc ByrnesDirector
- Steven RossDirector
- Miguel ZubizarretaDirector
- Michael D PepeExecutive Officer, Director
- Jon J PinneyDirector
- Bradley MaloofDirector
- Amount sold
- $4M
- First sale
- Aug 2018
- Incorporated
- Limited Liability Company, Ohio, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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In the news
Frequently asked questions
- What does Proformex do?
- Proformex is a company whose leadership page presents its executive team; the page itself does not describe the company's product or service in detail.
- Who founded Proformex?
- Proformex was founded by Mike Pepe in 2016.
- Who are Proformex's investors?
- Proformex's investors include JobsOhio Ventures, Jumpstart Ventures, River SaaS Capital LLC.
- How much funding has Proformex raised?
- Proformex has disclosed $13.4M raised across 6 rounds.
- Where is Proformex headquartered?
- Proformex is headquartered in Westlake, US.