# Vertex Software, Inc. — Form D

Vertex Software, Inc. of Des Moines, IA, a company, filed a Form D exempt-offering notice with the SEC on 2021-09-02. The offering totals $41.0M, of which $38.5M was reported sold. Industry: Other Technology.

## Offering

- Filed: 2021-09-02
- Form: D
- Accession: 0001766566-21-000002
- Industry: Other Technology
- Exemptions: 06b
- Total offering: $41.0M
- Amount sold: $38.5M
- Remaining: $2.5M
- Minimum investment: $75K
- Investors: 26
- Date of first sale: 2021-08-20
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-412120

## Issuer

- Name: Vertex Software, Inc.
- CIK: 0001766566
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2017
- Address: 4023 Urbandale Avenue, Des Moines, IA, 50310
- Phone: 8338378398

## Officers, directors & promoters (15)

| Name | Role | Location |
| --- | --- | --- |
| Eric Sterling | Director | Des Moines, IA |
| Brian Beckett | Executive Officer | Des Moines, IA |
| Michael Sellberg | Executive Officer | Des Moines, IA |
| Jonathan Ellis | Director | Madison, WI |
| Daniel Murray | Director | West Hollywood, CA |
| Daniel Murray | Executive Officer | West Hollywood, CA |
| Daniel Murray | Promoter | West Hollywood, CA |
| Dan Murray | Executive Officer | Ames, IA |
| Dan Murray | Promoter | Ames, IA |
| Ann Murray | Executive Officer | Ames, IA |
| Ann Murray | Promoter | Ames, IA |
| David Morain | Executive Officer | Ames, IA |
| N/A Echo 5 Management, Inc. | Director | Ames, IA |
| N/A Echo 5 Management, Inc. | Promoter | Ames, IA |
| Jeffrey Murray | Executive Officer | Ames, IA |

## Other filings by this issuer (3)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2023-02-01](https://search.stillhousedata.com/formd/0001766566-23-000001) | D | $6.0M | $3.0M |
| [2020-04-16](https://search.stillhousedata.com/formd/0001766566-20-000001) | D | $15.0M | — |
| [2019-02-01](https://search.stillhousedata.com/formd/0001766566-19-000001) | D | $15.0M | — |

## More

- [CIK 1766566 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1766566&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001766566-21-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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