Fundraising Fox
Stratafolio
Cedar Rapids, US · Founded 2017 · Delaware corporation · 9 employees on LinkedIn · 3 known investors
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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 & CEOFrank brings over 20 years of experience in project management, marketing, and customer relations across sectors including telecommunications and education, and previously co-founded AssetRover, an investment analysis platform.
JC
Investors · 3
Reported raises · per SEC filings
Form D private placements$2.8M disclosed across 2 rounds · 2021
▶$1.7MraisedMay 2022 · 22 investors · Other TechnologyRule 506(b)
▶$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
▶$1.2MraisedSep 2021 · 15 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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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.