PORTFOLIUM, INC.

Profile

Company Names

PORTFOLIUM, INC.

Addresses

750 B STREET, SAN DIEGO, CA 92101

401 B STREET, SAN DIEGO, CA 92101

101 W. BROADWAY, SUITE 200, SAN DIEGO, CA 92101

Phone Numbers

(805) 341-4079
(415) 746-9633

 

Entity Type:

CORPORATION

Industry:

OTHER TECHNOLOGY

Year Incorporated:

2014

State Incorporated:

DELAWARE

Total Amount Raised:

$9,108,722.00

Number of Funding Rounds:

4
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
4
2017-11-20 
$368,196.00 
$2,000,000.00 
$1,631,804.00 
Equity 
3
2016-09-14 
$6,650,527.00 
$6,650,527.00 
$0.00 
Equity 
2
2015-07-20 
$1,195,000.00 
$1,200,000.00 
$5,000.00 
Debt 
1
2014-06-09 
$894,999.00 
$894,999.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
NEAL 
 
BLOOM 
DIRECTOR
PORTFOLIUM, INC.
HOUMAN 
 
HAGHIGHI 
DIRECTOR
PORTFOLIUM, INC.   |  DRATA INC.
ARRUN 
 
KAPOOR 
DIRECTOR
SJF VENTURES IIIA, L.P.   |  SJF VENTURES III, L.P.   |  PORTFOLIUM, INC.   |  SJF VENTURES IVA, LP   |  SJF VENTURES IV, LP   |  SJF VENTURES V, L.P.   |  SJF VENTURES V A, L.P.   |  ELEMENO HEALTH, INC.   |  ASTROMIND, INC.   |  KIDZTOPROS, INC.
ALLISON 
 
LONG 
DIRECTOR
PORTFOLIUM, INC.
ADAM 
 
MARKOWITZ 
EXECUTIVE OFFICER, DIRECTOR
PORTFOLIUM, INC.   |  DRATA INC.
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2017-12-01
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2017-11-20 
2016-09-20
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2016-09-14 
2015-09-22
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Debt 
2015-07-20 
2014-07-17
D/A
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2014-06-09 
2014-06-16
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2014-06-09 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#