Legacy Concierge
OperatingLegacy Concierge, Inc.
Software & AI · Santa Fe, NM · Founded 2017
Empower your digital after life
Financials
FY2020–FY2021 · from SEC filings · hover any figure for its sourceFigures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.
Valuation over rounds
Pre-money — the valuation set before each round’s money came inBlue bars are the pre-money valuation the company stated for a priced round.
Cap table
Share counts as of Dec 31, 2021| Class | Outstanding | Votes / share | Share of total | Last price |
|---|---|---|---|---|
| Common Stock | 6,500,000 | — | 100.0% | — |
Shares outstanding over timein today's share terms
From the company's SEC filings: share counts per class, each class's voting and conversion terms, and the holders of 20% or more that Form C requires (officers and 10%+ holders on Form 1-A). Filings name only large holders, so most owners — including crowd investors — are not listed, and a holder's percentage may be of its own class rather than of the whole company. Prices and crowd share counts are in today's share terms — adjusted for splits and conversions since they were sold. Hover a figure for its filing.
Fundraising history
Team
7 people
Andrew practiced law for over 40 years with several large firms in New York City. In addition, he has managed several early-stage companies and has extensive investment banking experience. Andrew’s professional leadership with high-tech, government manufacturing, and estate planning organizations is essential to the company when professional advice about estate planning is needed. He holds an engineering degree from Yale and a law degree from Harvard and is President of Redstone Capital, a private equity firm. Andrew currently works 3 hours per week or as needed in his role with Legacy Concierge.
Betsy comes from the world of software, starting with founding Operations Control Systems, a software company providing performance and security services to the top Fortune 50 companies. As the first female manager at IBM Canada, Betsy was a role model for other businesswomen seeking sales and engineering leadership positions at high-tech firms in North America. Betsy has been awarded and recognized in a variety of areas including Silicon Valley Business Woman of the Year, International Digital Assets Expert, Forbes, National Estate Planning Councils, and Financial Planners Associations. Betsy attended computer science classes at Carnegie Tech and attended graduate-level business school classes at Harvard University. Betsy currently does not receive a salary for her role with the Company. However, she owns 78.2% equity in the company and plans to receive a salary when monthly recurring revenue exceeds $100K but no sooner than 90 days after this offering is fully-subscribed.
Damon serves as Chief Technology Officer and the Head of Application Development. He brings over 20 years of high-tech startup and software development experience to Legacy Concierge. Damon’s software development philosophy is that the best results are achieved by taking a true “engineering” approach to development. This highly professional and disciplined approach is rooted in being thoroughly educated, thoughtful in architecture and design, complete and transparent documentation throughout the entire process, and staying up-to-date with the latest practices and technologies. As Founder and CEO of ThisWay Development LLC, Damon led teams of highly skilled engineers in bringing rigorous enterprise-level software development to large companies. Damon graduated Magna Cum Laude from the University of Pittsburgh with a bachelor’s degree in Computer Science. Damon currently works 8 hours per week in his role with Legacy Concierge.
Curt Doty serves as the Chief Marketing Officer. A former NBC Universal creative executive, he is an award-winning marketer. His branding practice spans 25 years of experience. As a creative entrepreneur, his sweet spot of innovation has been uniting the worlds of design, content, and technology. His TV, Film, and Technology work includes all the movie studios and dozens of TV networks. Curt’s Fortune 500 work includes content marketing and digital storytelling for brands like GM, US Army, Abbott, Dell, and Viacom. His consultancy, CurtDoty.co, specializes in branding for startups with his Startup Accelerator process and also helps companies reposition, or rebrand, with his Pivot Process. As a digital marketer, he redesigned websites for the Santa Fe Independent Film Festival, Santa Fe Film Institute, the National Captioning Institute, The War at Home, and created the digital community for the Santa Fe Art Experience. He is a member and sponsor of the New Mexico Angels.
John has over 20 years of successful sales and leadership experience in Enterprise Software and Digital Transformation Consulting. He began his software career as an executive member of the founding team at Professional Software Systems and helped structure the successful sale of the company to an equity-backed venture which was ultimately acquired by Harris Corporation. There he served as a Director of Sales before being promoted to VP Sales of their Broadcast Communication Division. Since that time, John has helped two start-up software companies build their enterprise sales organizations from the ground floor and on to successful acquisitions. John has a solid track record of selling into the Fortune 500 and has extensive experience internationally. He studied at the University of Rochester as a National Math Honor Society member and holds a B.S. in Business Management from the University of Phoenix.
Names and titles as disclosed on StartEngine, SEC Form C. Bios and photos come from the platform campaign page and may be out of date.
Reg CF annual-report compliance
Filed 1 of 5 annual reports (FY2021–FY2025)
Reg CF issuers must file a Form C-AR each year until a Rule 202(b) termination trigger is met.
SEC filings
- Form C-TRMar 18, 20240001665160-24-000222EDGAR
- Form C-UJun 16, 20220001665160-22-001808EDGAR
- Form C/AMay 3, 20220001665160-22-001531EDGAR
- Form C-ARApr 28, 20220001665160-22-001130EDGAR
- Form CMar 17, 20220001665160-22-000468EDGAR
- Form D/AOct 30, 20180001713137-18-000001EDGAR
- Form DAug 9, 20170001713137-17-000001EDGAR
About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.