Proformex
Westlake, US · Founded 2016 · Delaware LLC · 32 employees on LinkedIn · 3 known investors
Find your way into Proformex
89 people in our graph share verified history with the Proformex team — schools, employers, funds. One of them is your warm intro.
Laura Sebastianiunlockedknows David Morris · together at The Ohio State University (overlapped)
×5knows the team · via The Ohio State University
×3knows the team · via Macropoint
×3knows the team · via Ohio Wesleyan University
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.
MP

KB
Kristie BeckCEO and Director of Issuer
WL

William LeonardinCorp 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.
DA

Dr. Amanda YohoPresident
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David MorrisinChief 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.
DL

Dave LowmanChief Financial Officer
FK
Fred KouryNamed on SEC filing
MB
Marc ByrnesNamed on SEC filing
SR
Steven RossNamed on SEC filing
MZ
Miguel ZubizarretaNamed on SEC filing
JJ
Jon J PinneyNamed on SEC filing
BM
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.
Competitors · 3
by search overlapSmartAsset63 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Acko48 shared keywordsACKO is an insurtech company that provides car, corporate health, health, travel, and life insurance products in India through a direct-to-consumer technology platform.
Adityabirlacapital46 shared keywordsAditya Birla Capital Limited is a listed non-banking financial company providing loans, investments, insurance, and payment solutions across India. The company serves diverse customer segments through over 1,740 branches and 200,000+ agents/channel partners nationwide.
Companies competing with Proformex for the same Google search keywords, organic and paid, via search-intersection analysis.
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.





