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Ortiz Family Group

Operating

Oakland, CA

Latest valuation
—
No round has disclosed a priced valuation or cap.
Total raised
$0
Across 1 round since 2021

Financials

FY2019–FY2020 · from SEC filings · hover any figure for its source
$419K
$50K
2019
$349K
$2K
2020
RevenueNet income — beside revenue when positive, below the line when a loss
Metric
FY2019 unaudited
FY2020 unaudited
Income statement
Revenue
$418,676
$348,553
Cost of goods sold
$252,091
$205,261
Gross margin
40%
41%
Net income
$50,137
$1,845
Taxes paid
$0
$1,360
Balance sheet
Cash
$6,505
$27,749
Accounts receivable
$0
$7,791
Total assets
$10,454
$104,628
Short-term debt
$4,499
$3,015
Long-term debt
$0
$120,857
Total liabilities
$4,499
$123,872
Other
Headcount
—
10

Figures 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”.

Cap table

Principal holders% as the filing states it, Apr 20, 2021

  • Gabriel Ortiz50.0%of votes
  • Kimly Touch Ortiz50.0%of votes

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

Reg CF · Debt · Apr 2021Closedvia SMBX, Inc.
Raised $0 / $100K

Team

1 person
Gabriel Ortiz
CEO

Names and titles as disclosed on SEC Form C. Bios and photos come from the platform campaign page and may be out of date.

Reg CF annual-report compliance

Not obligated

never closed a Reg CF raise

Reg CF issuers must file a Form C-AR each year until a Rule 202(b) termination trigger is met.

SEC filings

  • Form CApr 20, 20210001857526-21-000001
    EDGAR
Source: SEC EDGARCIK 0001857526CALast synced Aug 17, 2026

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.