Fundraising Fox

Stax Ai

Scottsdale, US · Founded 2021 · Delaware corporation · 2 known investors

stax.ai ↗

Stax.ai provides automation software for retirement plan Third-Party Administrators (TPAs), automating payroll and census data processing, plan sponsor onboarding, and compliance workflows. The platform helps TPAs reduce manual data entry, boost margins through automated reconciliation, and improve client satisfaction through a modern portal and communication tools.

AI & Machine LearningEnterprise SoftwareSaaSin /staxai

Founders & leadership

NM
Narendran MuraleedharanExecutive Officer, Director
JG
James GuerraSecretary
MG
McKenzie GlandorfVice President of Client Experience
DH
David HawashChief Operating Officer
OB
Oshiogwe BraimahTreasurer and Vice President of Finance
KK
King KenneyVice President of Marketing
DL
DANIEL LIEBERMANDirector
AS
Ashok SanthanamDirector

Investors · 2

Copper Sky CapitalScottsdale · $2M – $4M
Neotribe VenturesMenlo Park · $250K – $2M

Reported raises · per SEC filings

Form D private placements
▶$7MraisedSep 2024 · 5 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • David HawashExecutive Officer
  • Ashok SanthanamDirector
  • King KenneyExecutive Officer
  • McKenzie GlandorfExecutive Officer
  • James GuerraExecutive Officer, Director
  • Oshiogwe BraimahExecutive Officer
  • Narendran MuraleedharanExecutive Officer, Director
Offering amount
$7M
Amount sold
$7M
Minimum investment
$53K
First sale
Sep 2024
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$900KraisedSep 2024 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • James GuerraExecutive Officer, Director
  • McKenzie GlandorfExecutive Officer
  • David HawashExecutive Officer
  • Narendran MuraleedharanExecutive Officer, Director
  • Oshiogwe BraimahExecutive Officer
  • Ashok SanthanamDirector
  • King KenneyExecutive Officer
Offering amount
$900K
Amount sold
$900K
Minimum investment
$900K
First sale
Aug 2024
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$4.6MraisedSep 2023 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • NARENDRAN MURALEEDHARANExecutive Officer, Director
  • DAVID HAWASHExecutive Officer
  • DANIEL LIEBERMANDirector
  • JAMES GUERRAExecutive Officer, Director
Offering amount
$5.6M
Amount sold
$4.6M
First sale
Aug 2023
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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