Rocket Dollar (2021)

Rocket Dollar (2021)

About this raise

Rocket Dollar, with a valuation of $40 million, is raising funds through Reg D 506(b) crowdfunding. It is a self-directed retirement platform that helps people with individual retirement accounts and 401(k)s to invest in alternatives. The IRAs of Rocket Dollar help people invest in real estate, crypto, startups, and more. Henry Yoshida and Rick Dude founded Rocket Dollar in 2018. The current crowdfunding campaign has no minimum target and a maximum target of $8,477,606. The campaign proceeds will be used to enhance the customer experience, accelerate product development, increase cybersecurity, and expand investment education.

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Investment Overview

Invested this round: $8,047,439

Deal Terms

Platform
Self Managed
Start Date
08/03/2021
Close Date
08/18/2021
Max Goal
$8,477,606
Min. Investment

$1

Security Type

Equity - Common

Company Stage

Growth Stage

SEC Filing Type

RegD 506(b)    Open SEC Filing

Pre-Money Valuation

$40,000,000

Company & Team

Company

Year Founded
2018
Industry
Financial & Insurance Products & Services
Tech Sector
Fintech
Location
Austin, Texas
Company Website
Visit Website

Team

Financials

Financials are not currently available for this company. This may occur if the company is still Testing the Waters, is a Regulation D offering, or if the financials are still under review and being confirmed by our team. For Reg CF and Reg A+ raises, please check back later.

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Company Funding & Growth

Funding history

Close Date Platform Valuation Total Raised Security Type Status Reg Type
08/18/2021 Self Managed $40,000,000 $8,047,439 Equity - Common Funded RegD 506(b)
03/28/2020 Republic $20,000,000 $474,682 SAFE Funded RegCF
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Growth Charts

Revenue History

Note: Revenue data points reflect the latest of either the most recent fiscal year's financials, or updated revenues directly from the founder, at each raise's close date.

Valuation History

Employee History

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Rocket Dollar on Self Managed 2021
Platform: Self Managed
Security Type: Equity - Common
Valuation: $40,000,000

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Warning: according to the close date for this deal, Rocket Dollar may no longer be accepting investments.

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