Fundraising Fox

Solovis

Irving, US · Founded 2016 · Delaware corporation · 5 known investors

solovis.com ↗

Solovis provides a portfolio management platform for institutional investors managing multi-asset class portfolios, offering analytics, risk assessment, and reporting capabilities. The platform enables portfolio data consolidation, factor-based risk analysis, and scenario modeling across public and private assets.

Enterprise SoftwareFintechSaaS

Founders & leadership

JC
James CowieDirector
CD
Caleb DoiseChief Technical Officer
JB
James BurkeVice President of Implementation
TV
Tom VanderschaafDirector
EM
Edward MeissnerSecretary
EG
Emmitte GriggsExecutive Vice President of Implementation
JS
Joshua SmithCEO and President

Investors · 5

Escalate Capital PartnersAustin
MissionOGPhiladelphia · $5M – $10M
Edison PartnersreportedNashville · $5M – $25M
Insight PartnersreportedNew York · $120M – $350M
OCA VenturesreportedChicago · $1M – $3M

Reported raises · per SEC filings

Form D private placements
▶$4.5MraisedOct 2019 · 12 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Rick KushelDirector
  • Joshua SmithExecutive Officer, Director
  • Joseph MrakExecutive Officer, Director
  • J. Richard MoraExecutive Officer
  • Tom Vander SchaafDirector
  • Caleb DoiseExecutive Officer, Director
Offering amount
$9M
Amount sold
$4.5M
First sale
Sep 2019
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$8MraisedMay 2018 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Caleb DoiseExecutive Officer, Director
  • Joseph MrakExecutive Officer, Director
  • Emmitte GriggsExecutive Officer
  • Tom Vander SchaaffDirector
  • J. Richard MoraExecutive Officer
  • Rick KushelDirector
  • Joshua SmithExecutive Officer, Director
  • James BurkeExecutive Officer
Offering amount
$8M
Amount sold
$8M
First sale
May 2018
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$8MraisedMay 2017 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Joshua SmithExecutive Officer, Director
  • Rick KushelDirector
  • Emmitte GriggsExecutive Officer
  • Caleb DoiseExecutive Officer, Director
  • Ted MeissnerExecutive Officer
  • James CowieDirector
  • James BurkeExecutive Officer
  • Tom VanderschaafDirector
Offering amount
$8M
Amount sold
$8M
First sale
May 2017
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.3MraisedOct 2016 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • James CowieDirector
  • Caleb DoiseExecutive Officer, Director
  • James BurkeExecutive Officer
  • Tom VanderschaafDirector
  • Edward MeissnerExecutive Officer, Director
  • Emmitte GriggsExecutive Officer
  • Joshua SmithExecutive Officer, Director
Offering amount
$1.3M
Amount sold
$1.3M
First sale
Oct 2016
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.2MraisedJan 2016 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • EMITTE GRIGGSExecutive Officer
  • DEBORAH HILLExecutive Officer
  • JAMES BURKEExecutive Officer
  • Tom VanderSchaaffDirector
  • JOSHUA SMITHExecutive Officer, Director
  • JAMES E. COWIEDirector
  • EDWARD P. MEISSNERDirector
  • CALEB DOISEExecutive Officer, Director
Amount sold
$3.2M
Proceeds to insiders
$75K
First sale
Jan 2016
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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

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