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TradeOff Financial Corp.

Updated Oct 27, 2026·Latest SEC filing Jun 20, 2024·Suggest an edit

About TradeOff Financial

TradeOff Financial is a private company based in Evergreen, Colorado, incorporated in 2020 in Delaware. It has reported $7,854,175 raised in six offerings on Form D since September 2020.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Jun 4, 2024Jun 20, 2024$5,529,920of $7.9M target34$162KEquity, Options, Securities on exercise, Warrants convertible into equity securities of the Issuer.Rule 506(b)Form D ↗
Aug 5, 2022Feb 3, 2023$737,590of $2.0M target8$92,199Debt, Options, Securities on exercise, Promissory notes convertible into equity securities of the Issuer.Rule 506(b)Form D ↗
Apr 29, 2021May 10, 2021$200,000of $5.0M target1$200KDebt, Options, Securities on exercise, Promissory Notes convertible into equity securities of the Issuer.Rule 506(b)Form D ↗
Feb 23, 2021Mar 2, 2021$50,000of $500K target1$50,000Debt, Options, Securities on exercise, Promissory notes convertible into equity securities of the issuer.Rule 506(b)Form D ↗
Nov 20, 2020Nov 30, 2020amended Dec 2, 2021$1,236,665of $2.0M target6$206KDebt, Options, Securities on exercise, Promissory notes convertible into equity securities of the Issuer.Rule 506(b)Form D/A ↗2 earlier filings
Sep 9, 2020Sep 22, 2020$100,000of $3.5M target2$50,000Debt, Options, Securities on exercise, Promissory notes convertible into equity securities of the Issuer.Rule 506(b)Form D ↗
Total, six offerings$7,854,175

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 TradeOff Financial's Form D filed Jun 20, 2024.

MH
Mark Helweg
Executive officer, director and promoter
MR
Mike Rufail
Executive officer
RK
Robert Kuck
President and director
SL
Sarne Lightman
Executive officer, director and promoter

Sources

  1. SECTradeOff Financial Corp. Form D/A, filed Sep 30, 2021
  2. SECTradeOff Financial Corp. Form D, filed Nov 30, 2020
  3. SECTradeOff Financial Corp. filing history