Rocket Dollar

Rocket Dollar

Growth Stage

Self-directed retirement accounts

Self-directed retirement accounts

Overview

Raised to Date: Raised: $8,047,439

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Platform

Self Managed

Start Date

08/02/2021

Close Date

08/18/2021

Max. Goal
$8,477,606
Min. Investment

$1

Security Type

Equity - Common

Series

Series A

SEC Filing Type

RegD 506(b)    Open SEC Filing

Pre-Money Valuation

$40,000,000

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Status
Funded
Reporting Date

08/17/2021

Days Remaining
Funded
% of Max. Goal
Funded
Likelihood of Max
Funded
Avg. Daily Raise

$536,496

Momentum
Funded
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Logos provided by Clearbit
Year Founded

2018

Industry

Financial & Insurance Products & Services

Tech Sector

Fintech

Location

Austin, Texas

Company Website

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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Raise History

Offering Name Close Date Platform Valuation/Cap Total Raised Security Type Status Reg Type
Rocket Dollar 08/17/2021 Self Managed $40,000,000 $8,047,439 Equity - Common Funded RegD 506(b)
Rocket Dollar 03/27/2020 Republic $20,000,000 $474,682 SAFE Funded RegCF
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Price per Share History

Note: Share prices shown in earlier rounds may not be indicative of any stock splits.

Valuation History

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.

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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Deal Analytics
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