Bequest Legacy Fund I

Bequest Legacy Fund I

Bequest Legacy Fund I is raising funds on Dalmore Group. The fund aims to provide investors access to US residential performing mortgages, commercial real estate, and energy operations. Bequest Legacy Fund I tracks investments with 24/7 access and provides investors with reliable and consistent returns. The fund provides flexible payouts and is suitable for new investors, middle-income individuals, and retirees. Martin Saenz, Shawn Muneio, and P. James Hirchak Jr. founded Bequest Legacy Fund I in February 2023. The current crowdfunding campaign has a minimum target of $10,000 and a maximum target of $5 million. The campaign proceeds will be used for investments in performing loan companies, commercial real estate companies, and oil and gas well companies, Bitcoin mining, asset management fees, acquisition fees, and professional services.

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Investment Overview

Raised this Round: Raised: $0

Deal Terms

Total Commitments ($USD)

Platform
Dalmore Group
Start Date
11/06/2024
Close Date
04/30/2025
Min. Goal
$10,000
Max. Goal
$5,000,000
Min. Investment

$10,000

Security Type

Equity - Common

SEC Filing Type

RegCF    Open SEC Filing

Price Per Share

$1.00

Company & Team

Company

Year Founded
2023
Industry
Financial & Insurance Products & Services
Tech Sector
Fintech
Location
Sarasota, Florida
Company Website
Visit Website

Team

Employees
1

Funding data not publicly available

Financials

as of Fiscal Year 2023
 Revenue
$254,258
 Monthly Burn
$8,122
 Runway
14.3 months

Summary Profit and Loss Statement

FY 2023 FY 2022

Revenue

$254,258

$0

COGS

$341,573

$0

Tax

$0

$0

 

 

Net Income

$-97,461

$0

Summary Balance Sheet

FY 2023 FY 2022

Cash

$116,156

$0

Accounts Receivable

$0

$0

Total Assets

$3,321,564

$0

Short-Term Debt

$573,460

$0

Long-Term Debt

$775,000

$0

Total Liabilities

$1,348,460

$0

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Company Funding & Growth

Funding history

Close Date Platform Valuation Total Raised Security Type Status Reg Type
04/30/2025 Dalmore Group - $0 Equity - Common Active RegCF
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Add to portfolio
Bequest Legacy Fund I on Dalmore Group 2024
Platform: Dalmore Group
Security Type: Equity - Common
Price per Share: $1.00

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Follow Bequest Legacy Fund I on Dalmore Group 2024

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