XS Financial
Kelowna · British Columbia, Canada corporation · 1 known investors
Find your way into XS Financial
197 people in our graph share verified history with the XS Financial team — schools, employers, funds. One of them is your warm intro.
Rustyunlockedknows David Kivitz · together at The George Washington University (overlapped)
×5knows the team · via The George Washington University
×3knows the team · via Hamilton Lane
×3knows the team · via The George Washington University School of Business
XS Financial provides equipment financing and CapEx capital solutions to middle-market businesses, structuring customized credit to help clients fund critical-use assets while preserving working capital. Founded in 2017, it operates as a specialty lender across a range of industries.
Founders & leadership
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David KivitzinCo-founder · CEO, Board of DirectorsDavid Kivitz is CEO and co-founder of XS Financial, a specialty equipment finance platform founded in 2017 serving middle-market businesses. Previously, he co-founded Alta Verde Group in 2009, which acquired and developed residential land in Southern California, and earlier held roles at Hamilton Lane Advisors and CapitalSource.
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Antony RadbodinCo-founder · COO, Board Of DirectorsAntony Radbod co-founded XS Financial, a specialty lender providing equipment financing and CapEx solutions to middle-market businesses, and co-founded Archytas Ventures, an investment firm focused on preferred equity and senior secured debt.
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Stephen ChristoffersenNamed on SEC filing
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Joe FazziniNamed on SEC filing
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Gary HermanNamed on SEC filing
Investors · 1
Reported raises · per SEC filings
Form D private placements$46.6M disclosed across 3 of 4 rounds · 2021–2022
▶$1.7MofferedDec 2022 · 1 investors · OtherRule 506(b)
▶$1.7MofferedDec 2022 · 1 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- David KivitzExecutive Officer, Director
- Stephen ChristofferenExecutive Officer, Director
- Antony RadbodExecutive Officer, Director
- Andrew MitchellDirector
- Gary HermanDirector
- Offering amount
- $1.7M
- First sale
- Dec 2022
- Incorporated
- Corporation, British Columbia, Canada
- Federal exemptions
- 06b
▶$43.5MraisedNov 2021 · 9 investors · OtherRule 506(b)
▶$43.5MraisedNov 2021 · 9 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Nelson LambExecutive Officer
- Antony RadbodExecutive Officer, Director
- David KivitzExecutive Officer, Director
- Gary HermanDirector
- Stephen ChristoffersenDirector
- Andrew MitchellDirector
- Offering amount
- $43.5M
- Amount sold
- $43.5M
- Minimum investment
- $50K
- Sales commissions
- $1.5M
- Placement agents
- Brokerage firm, Brokerage firm, Brokerage firm
- First sale
- Oct 2021
- Incorporated
- Corporation, British Columbia, Canada
- Federal exemptions
- 06b
▶$1.2MraisedMar 2021 · 1 investors · OtherRule 506(b)
▶$1.2MraisedMar 2021 · 1 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- David KivitzExecutive Officer, Director
- Stephen ChristoffersenDirector
- Joe FazziniExecutive Officer
- Gary HermanDirector
- Antony RadbodExecutive Officer, Director
- Offering amount
- $3.1M
- Amount sold
- $1.2M
- First sale
- Mar 2021
- Incorporated
- Corporation, British Columbia, Canada
- Federal exemptions
- 06b
▶$1.9MraisedMar 2021 · 29 investors · OtherRule 506(b)
▶$1.9MraisedMar 2021 · 29 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- David KivitzExecutive Officer, Director
- Antony RadbodExecutive Officer, Director
- Gary HermanDirector
- Stephen ChristoffersenDirector
- Joe FazziniExecutive Officer
- Offering amount
- $6.3M
- Amount sold
- $1.9M
- First sale
- Mar 2021
- Incorporated
- Corporation, British Columbia, Canada
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- What does XS Financial do?
- XS Financial provides equipment financing and CapEx capital solutions to middle-market businesses, structuring customized credit to help clients fund critical-use assets while preserving working capital. Founded in 2017, it operates as a specialty lender across a range of industries.
- Who founded XS Financial?
- XS Financial was founded by David Kivitz, Antony Radbod.
- Who are XS Financial's investors?
- XS Financial's investors include KEY Investment Partners.
- How much funding has XS Financial raised?
- XS Financial has disclosed $46.6M raised across 3 of its 4 known rounds.
- Where is XS Financial headquartered?
- XS Financial is headquartered in Kelowna.