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Kurtosys Systems Inc.

Software for investment managers to automate client reports and investor portals.

Updated Nov 9, 2026·Latest SEC filing Sep 9, 2026·Suggest an edit

About Kurtosys

Kurtosys is a private company based in Raleigh, North Carolina. It has reported $20,329,173 raised in six offerings on Form D since November 2013. Its chief executive is Lee Godfrey.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Aug 17, 2026Sep 9, 2026$2,999,999fully sold1$2.9MEquityRule 506(b)Form D ↗
Jan 21, 2016Jan 22, 2016$5,279,174of $7.2M target3$1.7MEquityRule 506(b)Form D ↗
Nov 22, 2013Nov 26, 2013$7,150,000of $8.0M target3$2.3MEquityRule 506(b)Form D ↗
Oct 23, 2013Nov 6, 2013$250,000of $1.0M target1$250KDebtRule 506(b)Form D ↗
Jul 25, 2013Nov 6, 2013$1,000,000fully sold1$1.0MDebtRule 506(b)Form D ↗
Sep 17, 2009Nov 6, 2013$3,650,000fully sold1$3.6MDebt, Securities on exerciseRule 506(b)Form D ↗
Total, six offerings$20,329,173

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Kurtosys's Form D filed Sep 9, 2026.

Lee Godfrey
Lee Godfrey
Chief Executive Officer and director
JL
Justin Larsen
Chief Financial Officer / Chief Operating Officer
DP
HT
Harry Thompson
Chief Risk Officer and director
PB
Philip Black
Director
Also a director at Inventables.

Earlier filings also listed Scott Gellman (executive officer, last listed Jan 2016), Randall Orbon (director, last listed Jan 2016), Mash Patel (director, last listed Jan 2016) and Jeff Hendren (ceo and director, last listed Jan 2016).

Sources

  1. SECKURTOSYS SYSTEMS INC filing history
  2. CompanyAbout Kurtosys
  3. CompanyInvestor communications
  4. CompanyJ.P. Morgan Asset Management partnership