Brown Box Financial Services

Brown Box Financial Services

Growth Stage

Building a World Class Investor Platform

Building a World Class Investor Platform

Overview

Raised this Round: Raised: $0

Total Commitments ($USD)

Platform

Dealmaker Securities

Start Date

08/13/2024

Close Date

12/31/2024

Min. Goal
$10,000
Max. Goal
$1,234,980
Min. Investment

$100

Security Type

Equity - Common

Series

Pre-Seed

SEC Filing Type

RegCF    Open SEC Filing

Price Per Share

$0.10

Pre-Money Valuation

$4,000,000

Year Founded

2015

Industry

Financial & Insurance Products & Services

Tech Sector

Fintech

Distribution Model

B2B/B2C

Margin

High

Capital Intensity

Low

Location

Horseshoe Bay, Texas

Business Type

Growth

Brown Box Financial Services is raising funds on Dealmaker Securities. The company is building an investor platform for self-directed investors, institutional traders, and advisors. Brown Box Financial Services is consolidating data, investor tools, and content into a single platform and gaining revenue from subscriptions. The company offers its services through its two businesses, NewsWare and Dial Data, and is focused on expansion through the acquisition of niche companies. Scott Brown founded Brown Box Financial Services in November 2015. The current crowdfunding campaign has a minimum target of $10,000 and a maximum target of $1.23 million. The campaign proceeds will be used for working capital and acquisitions.

Summary Profit and Loss Statement

FY 2023 FY 2022

Revenue

$1,328,452

$1,243,528

COGS

$466,867

$402,444

Tax

$0

$0

 

 

Net Income

$43,536

$59,996

Summary Balance Sheet

FY 2023 FY 2022

Cash

$147,426

$191,638

Accounts Receivable

$42,608

$58,824

Total Assets

$1,008,988

$1,043,853

Short-Term Debt

$21,551

$3,506

Long-Term Debt

$321,190

$370,996

Total Liabilities

$342,741

$374,502

Financials as of: 08/13/2024
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Raise History

Offering Name Close Date Platform Valuation Total Raised Security Type Status Reg Type
Brown Box Financial Services 12/31/2024 Dealmaker Securities $4,000,000 $0 Equity - Common Active RegCF

No prior online funding rounds.

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Brown Box Financial Services on Dealmaker Securities 2024
Platform: Dealmaker Securities
Security Type: Equity - Common
Valuation: $4,000,000
Price per Share: $0.10

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