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Rocket Dollar

Operating

Rocket Dollar Inc

Fintech · Austin, TX · Founded 2018

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Self-directed retirement accounts

Valuation cap ⓘ
$20.0M
As of Mar 2020 · from Reg CF Offering (2019) · a SAFE/note conversion ceiling, not a priced valuation
Total raised
$13,205,149
Crowd $475K · Private $12.7M · 4 rounds since 2019

Financials

FY2017–FY2021 · from SEC filings · hover any figure for its source
$0
2017
$51K
−$1.4M
2018
$327K
−$2.3M
2019
$511K
−$1.3M
2020
$1.4M
−$2.2M
2021
RevenueNet income — beside revenue when positive, below the line when a loss
Metric
FY2017 reviewed*
FY2018 reviewed*
FY2019 audited
FY2020 audited
FY2021
Income statement
Revenue
$0
$50,895
$327,301
$510,830
$1,379,482
Cost of goods sold
$0
$0
$0
$0
$0
Gross margin
—
100%
100%
100%
100%
Net income
$0
-$1,406,480
-$2,319,692
-$1,295,624
-$2,182,531
Taxes paid
$0
$0
$0
$0
$3,894
Balance sheet
Cash
$0
$345,848
$503,252
$673,741
$6,473,801
Accounts receivable
$0
$900
$395
$340
$0
Total assets
$0
$422,110
$567,588
$741,869
$6,606,686
Short-term debt
$0
$158,688
$64,256
$52,292
$134,088
Long-term debt
$0
$1,650,000
$0
$423,245
$423,245
Total liabilities
$0
$1,808,688
$64,256
$475,537
$557,333
Other
Headcount
—
14
—
15
24

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”.

Valuation over rounds

Valuation caps on SAFE / convertible note rounds
$20.0M
Valuation cap
Reg CF · SAFE · Dec 2019

Dashed amber bars are a SAFE or convertible note's valuation cap — the most it converts at, not what the company is worth.

Cap table

Principal holders% as the filing states it, Dec 30, 2019

  • Todayashi Henry Yoshida34.3%of company

Sold to the crowd

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

Rule 506(b) · Equity · Aug 2021Closed
Raised $8MInvestors 17
Reg CF · SAFE · Dec 2019Closedvia Republic
Raised $474.7K / $1.1MInvestors 1,824Valuation cap $20M
Rule 506(b) · Equity · Dec 2019Closed
Raised $1.5MInvestors 24
Rule 506(b) · Equity · Mar 2019Closed
Raised $3.2MInvestors 65

Team

2 people
/s/Todayashi Henry Yoshida
Director, Chief Executive Officer
/s/Chris Palmisano
Director, Chief Revenue Officer, Chief Operating Officer

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 requiredFiled Form C-TR (terminated reporting)

Filed 3 of 7 annual reports (FY2019–FY2025)

1,824 investors
holder-count proxy

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

SEC filings

View all 10 filings on EDGAR
  • Form C-TRMay 4, 20220001769091-22-000003
    EDGAR
  • Form C-ARApr 29, 20220001769091-22-000001
    EDGAR
  • Form DAug 18, 20210001769091-21-000006
    EDGAR
  • Form C-ARApr 28, 20210001769091-21-000003
    EDGAR
  • Form C-ARJun 9, 20200001769091-20-000004
    EDGAR
  • Form D/AJun 5, 20200001769091-20-000003
    EDGAR
  • Form C-UMar 30, 20200001769091-20-000001
    EDGAR
  • Form CDec 30, 20190001769091-19-000003
    EDGAR
Source: ManualCIK 0001769091DE

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.