What amount sold does Vertex Software, Inc. report in Form D filings?

The latest linked filings report $41.5M sold across 4 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Vertex Software, Inc.'s most recent SEC filing?

Vertex Software, Inc.'s most recent Form D filing was on 2023-02-01.

How many investors does Vertex Software, Inc. have?

The most recent Form D filing lists 10 investor(s).

Vertex Software, Inc.

CIK: 0001766566·Other Technology·Des Moines, IA·Corporation

Reported Sold

$41,507,020

Total Filings

Identified Offerings

Last Filed

Feb 1, 2023

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Other Technology industry

SEC EDGAR

Offering filing timeline

Feb 1, 2023Form D — New notice

Reported sold: $3,000,000 · Target: $6,000,000

Rule 506(b)·10 investors

Sep 2, 2021Form D — New notice

Reported sold: $38,507,020 · Target: $41,007,444

Rule 506(b)·26 investors

Apr 16, 2020Form D — New notice

Reported sold: $0 · Target: $15,000,000

Rule 506(b)·0 investors

Feb 1, 2019Form D — New notice

Reported sold: $0 · Target: $15,000,000

Rule 506(b)·0 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

Amendment Rate

Latest reported sold across 4 identified offerings

$41,507,020

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Dan Murray

Related Person

Appears on 2 filings

Ann Murray

Related Person

Appears on 2 filings

Echo 5 Management, Inc.

Related Person

Appears on 2 filings

Daniel Murray

Related Person

Appears on 2 filings

Jonathan Ellis

Related Person

Appears on 2 filings

Michael Sellberg

Related Person

Appears on 1 filing

Eric Sterling

Related Person

Appears on 1 filing

Jeffrey Murray

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Feb 1, 2023	New	$6,000,000	$3,000,000	10
Sep 2, 2021	New	$41,007,444	$38,507,020	26
Apr 16, 2020	New	$15,000,000	$0	0
Feb 1, 2019	New	$15,000,000	$0	0

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

GW Nutrition Inc.

Other Technology

Offering target: $3,731,285

Filed Aug 11, 2026