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RootNote, Inc.

Updated Oct 27, 2026·Latest SEC filing Aug 26, 2024·Suggest an edit

About RootNote

RootNote is a private company based in Indianapolis, Indiana, incorporated in 2020 in Delaware. It has reported $1,945,496 raised in one offering on Form D since March 2024. Its chief executive is Jeremy Burchard.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Mar 7, 2024Mar 20, 2024amended Aug 26, 2024$1,945,496fully sold37$52,581EquityRule 506(b)Form D/A ↗1 earlier filing

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 RootNote's Form D filed Aug 26, 2024.

JB
Jeremy Burchard
Chief Executive Officer and director
JB
Jason Burchard
Chief Executive Officer and director
MG
Myles Grote
Director

Sources

  1. SECRootNote, Inc. Form D, filed Mar 20, 2024
  2. SECRootNote, Inc. filing history