About Vertex Software
Vertex Software is a private company based in Des Moines, Iowa. It has reported $41,507,020 raised in four offerings on Form D since February 2019. Its chief executive is Daniel Murray.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Mar 29, 2022 | Feb 1, 2023 | $3,000,000of $6.0M target | 10 | $300K | Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Aug 20, 2021 | Sep 2, 2021 | $38,507,020of $41.0M target | 26 | $1.4M | Equity, Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Not yet | Apr 16, 2020 | $0of $15.0M target | 0 | — | Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Not yet | Feb 1, 2019 | $0of $15.0M target | 0 | — | Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Total, four offerings | $41,507,020 | |||||
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 Vertex Software's Form D filed Feb 1, 2023.
Earlier filings also listed Michael Sellberg (executive officer, last listed Sep 2021), Eric Sterling (director, last listed Sep 2021), Brian Beckett (executive officer, last listed Sep 2021), David Morain (executive officer, last listed Apr 2020), Ann Murray (executive officer and promoter, last listed Apr 2020) and Jeffrey Murray (executive officer, last listed Feb 2019).