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 sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jun 4, 2024 | Jun 20, 2024 | $5,529,920of $7.9M target | 34 | $162K | Equity, Options, Securities on exercise, Warrants convertible into equity securities of the Issuer.Rule 506(b) | Form D ↗ |
| Aug 5, 2022 | Feb 3, 2023 | $737,590of $2.0M target | 8 | $92,199 | Debt, Options, Securities on exercise, Promissory notes convertible into equity securities of the Issuer.Rule 506(b) | Form D ↗ |
| Apr 29, 2021 | May 10, 2021 | $200,000of $5.0M target | 1 | $200K | Debt, Options, Securities on exercise, Promissory Notes convertible into equity securities of the Issuer.Rule 506(b) | Form D ↗ |
| Feb 23, 2021 | Mar 2, 2021 | $50,000of $500K target | 1 | $50,000 | Debt, Options, Securities on exercise, Promissory notes convertible into equity securities of the issuer.Rule 506(b) | Form D ↗ |
| Nov 20, 2020 | Nov 30, 2020amended Dec 2, 2021 | $1,236,665of $2.0M target | 6 | $206K | Debt, Options, Securities on exercise, Promissory notes convertible into equity securities of the Issuer.Rule 506(b) | Form D/A ↗2 earlier filings |
| Sep 9, 2020 | Sep 22, 2020 | $100,000of $3.5M target | 2 | $50,000 | Debt, 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