Fundraising FoxWay2B1
San Francisco, US · Founded 2015 · 1 known investors
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Way2B1 is a collaboration and decision-management platform that centralizes documents, approval workflows, asset tracking, and audit trails for organizations serving high-net-worth families. It targets family offices, wealth managers, law firms, and advisors, with features including approval workflows, e-signatures, an AI assistant (LIFEAI), and integrations with tools like QuickBooks and Google Drive.</parameter> <parameter name="founders">[]
Founders & leadership
Way2B1 was founded in 2015 by Wayne Osborne, Casey Ketterling, and Paul Wayne Osborne.
Board
Investors · 1
Reported raises · per SEC filings
Form D private placements$700K disclosed across 1 round · 2015
▶$700KraisedSep 2015 · 7 investors · Other TechnologyRule 506(b)
- Paul Wayne OsborneExecutive Officer, Director
- Gregory PriceDirector
- Casey KetterlingExecutive Officer, Director
- Offering amount
- $1M
- Amount sold
- $700K
- First sale
- Aug 2015
- Incorporated
- Corporation, Delaware, 2015
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Related companies · 1
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Frequently asked questions
- What does Way2B1 do?
- Way2B1 is a collaboration and decision-management platform that centralizes documents, approval workflows, asset tracking, and audit trails for organizations serving high-net-worth families. It targets family offices, wealth managers, law firms, and advisors, with features including approval workflows, e-signatures, an AI assistant (LIFEAI), and integrations with tools like QuickBooks and Google Drive.</parameter> <parameter name="founders">[]
- Who founded Way2B1?
- Way2B1 was founded by Wayne Osborne, Casey Ketterling, Paul Wayne Osborne in 2015.
- Who are Way2B1's investors?
- Way2B1's investors include Thirdstream Partners.
- How much funding has Way2B1 raised?
- Way2B1 has disclosed $700K raised across 1 round.
- Where is Way2B1 headquartered?
- Way2B1 is headquartered in San Francisco, US.