Investments
48Portfolio Exits
3About SeedStep Angels
SeedStep Angels is a network of high net-worth Oklahomans who provide capital, strategic advice and mentoring to emerging growth companies. Typical investments range from $50,000-500,000 with individual members making investment decisions. The SeedStep Angels Group has chapters in Oklahoma City, Tulsa and Ardmore.
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Latest SeedStep Angels News
Oct 3, 2018
Whiteboard Technologies , an Oklahoma City-based creator of Whiteboard Mortgage CRM, a web-based customer relations management tool for the mortgage loan industry, raised $2.5m in Series A funding. The round was led by i2E, which invested $1.25m through the i2E-managed Oklahoma Seed Capital, and another $250k through the Oklahoma Angel Fund, SeedStep Angels, and other angel investors. The company intends to use the funds to start growing aggressively, both inside the mortgage industry while identifying some additional key vertical markets to focus on. Founded in 2015 by Brian Bomar, CEO, Whiteboard Technologies produces an innovative Software-as-a-Service (SaaS) product known as Whiteboard Mortgage CRM, designed specifically for the mortgage loan industry. Powered by The Mortgage PlaybookTM, the product allows mortgage loan officers to follow up on new leads and keep borrowers and partners updated throughout the loan process. The technology allows lenders to leverage proven business strategies across their entire enterprise, maintain all sales, marketing, and follow-up campaigns and ensure compliance company-wide. FinSMEs
SeedStep Angels Investments
48 Investments
SeedStep Angels has made 48 investments. Their latest investment was in PrivacyBrain as part of their Seed VC on March 3, 2021.
SeedStep Angels Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
3/20/2021 | Seed VC | PrivacyBrain | $0.75M | Yes | Cortado Ventures, i2E, SeedStep Angels, and Undisclosed Angel Investors | 1 |
9/13/2018 | Series A | Whiteboard Technology | $2.5M | Yes | i2E, SeedStep Angels, and Undisclosed Angel Investors | 2 |
12/14/2017 | Series A | Clear River Enviro | $1.5M | Yes | i2E, and SeedStep Angels | 3 |
10/19/2017 | Seed | |||||
4/18/2017 | Seed |
Date | 3/20/2021 | 9/13/2018 | 12/14/2017 | 10/19/2017 | 4/18/2017 |
|---|---|---|---|---|---|
Round | Seed VC | Series A | Series A | Seed | Seed |
Company | PrivacyBrain | Whiteboard Technology | Clear River Enviro | ||
Amount | $0.75M | $2.5M | $1.5M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | Cortado Ventures, i2E, SeedStep Angels, and Undisclosed Angel Investors | i2E, SeedStep Angels, and Undisclosed Angel Investors | i2E, and SeedStep Angels | ||
Sources | 1 | 2 | 3 |
SeedStep Angels Portfolio Exits
3 Portfolio Exits
SeedStep Angels has 3 portfolio exits. Their latest portfolio exit was Whiteboard Technology on January 11, 2022.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
1/11/2022 | Acquired | 1 | |||
Date | 1/11/2022 | ||
|---|---|---|---|
Exit | Acquired | ||
Companies | |||
Valuation | |||
Acquirer | |||
Sources | 1 |
SeedStep Angels Team
1 Team Member
SeedStep Angels has 1 team member, including former Founder, Tom Walker.
Name | Work History | Title | Status |
|---|---|---|---|
Tom Walker | Founder | Former |
Name | Tom Walker |
|---|---|
Work History | |
Title | Founder |
Status | Former |
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