# SimpleFi — Form D

SimpleFi of PALO ALTO, CA, a company, filed a Form D exempt-offering notice with the SEC on 2015-02-09. The offering totals $3.0M, of which $2.5M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2015-02-09
- Form: D
- Accession: 0001587635-15-000001
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $3.0M
- Amount sold: $2.5M
- Remaining: $500K
- Minimum investment: $250K
- Investors: 3
- Date of first sale: 2015-01-31
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-233695

## Issuer

- Name: SimpleFi
- CIK: 0001587635
- Entity type: Corporation
- Jurisdiction: CALIFORNIA
- Incorporated: 2012
- Address: 445 Sherman Avenue, PALO ALTO, CA, 94306
- Phone: 6505215624

## Officers, directors & promoters (5)

| Name | Role | Location |
| --- | --- | --- |
| Adam Jeremy Potter | Director | Palo Alto, CA |
| Dino Setiawan | Director | Palo Alto, CA |
| Adam Jeremy Potter | Executive Officer | Palo Alto, CA |
| Dino Setiawan | Executive Officer | Palo Alto, CA |
| Dino Setiawan | Promoter | Palo Alto, CA |

## Other filings by this issuer (3)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2014-04-22](https://search.stillhousedata.com/formd/0001587635-14-000001) | D | $5.0M | $4.0M |
| [2013-10-09](https://search.stillhousedata.com/formd/0001587635-13-000002) | D/A | $1.0M | $900K |
| [2013-10-08](https://search.stillhousedata.com/formd/0001587635-13-000001) | D | $1.0M | $900K |

## More

- [CIK 1587635 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1587635&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001587635-15-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.