About ModernFi
ModernFi is a private company based in New York, New York, incorporated in 2022 in Delaware. It has reported $38,628,637 raised in three offerings on Form D since September 2022. Its chief executive is Paolo Bertolotti.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jun 27, 2025 | Jul 11, 2025 | $29,128,654of $29.9M target | 5 | $5.8M | EquityRule 506(b) | Form D ↗ |
| Jul 23, 2024 | Aug 8, 2024 | $4,999,993fully sold | 4 | $1.2M | Equity, OptionsRule 506(b) | Form D ↗ |
| May 24, 2022 | Sep 1, 2022 | $4,499,990fully sold | 11 | $409K | EquityRule 506(b) | Form D ↗ |
| Total, three offerings | $38,628,637 | |||||
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 ModernFi's Form D filed Jul 11, 2025.
PB
Paolo Bertolotti
Chief Executive Officer and director
AD
Adam DeVita
Executive officer and director
NU
Neil Underwood
Director