Fundraising Fox

Stratafolio

Cedar Rapids, US · Founded 2017 · Delaware corporation · 9 employees on LinkedIn · 3 known investors

STRATAFOLIO offers investor management software that gives commercial real estate organizations a consolidated view of investor activity, tracking which investors backed which legal entities, amounts invested, timing, and metrics such as Cash-on-Cash Return. It is aimed at commercial real estate owners and operators managing investors across multiple companies.

Founders & leadership

Stratafolio was founded in 2017 by Jeri Frank and Uriel Barillas.

JF
Jeri FrankCo-founder
UBUriel Barillas
Uriel BarillasCo-founder
JC
John CourtneyNamed on SEC filing

Investors · 3

Reported raises · per SEC filings

Form D private placements

$2.8M disclosed across 2 rounds · 2021

$1.7MraisedMay 2022 · 22 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jeri FrankExecutive Officer, Director
  • John CourtneyDirector
  • Don SchoenDirector
  • Uriel BarillasExecutive Officer, Director
Offering amount
$2.2M
Amount sold
$1.7M
Minimum investment
$25K
First sale
Sep 2021
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$1.2MraisedSep 2021 · 15 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • John CourtneyDirector
  • Jeri FrankExecutive Officer, Director
  • Uriel BarillasExecutive Officer, Director
Offering amount
$2.2M
Amount sold
$1.2M
Minimum investment
$25K
First sale
Sep 2021
Incorporated
Corporation, 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.

Competitors · 9

by search overlap
Intuit®406 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Agorareal389 shared keywordsAgora offers investment management software for real estate firms, handling investor onboarding, subscription documents, tax operations such as K-1 distribution, and communications. The platform centralizes back-office operations and the investor experience for real estate investment managers.
Doorloop366 shared keywordsDoorLoop is a cloud-based property management platform that combines rent collection, tenant screening, e-leases, maintenance, and accounting in one system, with AI automation across leasing, maintenance, and communications. It serves landlords, property managers, and real estate investors managing portfolios of any size.
Visual Lease331 shared keywordsVisual Lease provides lease accounting and management software that helps organizations maintain compliance and manage the financial and operational performance of their lease portfolios. It serves over 1,500 customers.
Re Leased288 shared keywordsRe-Leased is a cloud-based commercial property management software that helps real estate teams manage leases, tenants, maintenance, and credit control while connecting finance and operations. It offers AI features for task automation, document extraction, and property advisory, along with two-way integrations to accounting platforms such as Oracle NetSuite.
Occupier283 shared keywordsOccupier provides lease administration software for commercial real estate teams at multi-location businesses, centralizing lease data, automating critical date alerts, and enabling real-time portfolio visibility. The platform helps lease administrators and portfolio managers track renewal dates, landlord obligations, and key lease milestones across their entire property portfolio.
Biggerpockets283 shared keywordsBiggerPockets provides real estate investing tools, including property analysis calculators and property management software, along with a network of investor-friendly agents and vetted service professionals. It also offers educational content through articles, podcasts, videos, and guides, plus a community forum and tiered membership plans for real estate investors.
CommLoan256 shared keywordsCommLoan operates an AI-powered three-sided marketplace for commercial real estate lending, connecting borrowers, brokers, and lenders to match deals with loan programs. It provides brokers with back-office and compliance support, lenders with an origination channel, and borrowers with faster access to capital.
Landlordstudio252 shared keywordsLandlord Studio is property management software for landlords that combines rental accounting, online rent collection, tenant screening, listing syndication, maintenance tracking, and Schedule E tax reporting in a single desktop and mobile app. It targets individual landlords and small rental portfolios as a lower-cost alternative to tools like QuickBooks, AppFolio, and Buildium.

Companies competing with Stratafolio for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Stratafolio do?
STRATAFOLIO offers investor management software that gives commercial real estate organizations a consolidated view of investor activity, tracking which investors backed which legal entities, amounts invested, timing, and metrics such as Cash-on-Cash Return. It is aimed at commercial real estate owners and operators managing investors across multiple companies.
Who founded Stratafolio?
Stratafolio was founded by Jeri Frank, Uriel Barillas in 2017.
Who are Stratafolio's investors?
Stratafolio's investors include Innoventures Iowa, ISA Ventures, Propellant Ventures.
How much funding has Stratafolio raised?
Stratafolio has disclosed $2.8M raised across 2 rounds.
Where is Stratafolio headquartered?
Stratafolio is headquartered in Cedar Rapids, US.