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Private Equity
vitalfinancial.net

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Investments

13

Portfolio Exits

6

Funds

1

About Vital Financial

Vital Financial. LLC is a venture capital group that makes private investments in businesses in which we have above-average knowledge and experience, giving us the ability to connect with management and nurture the business toward success.

Vital Financial Headquarter Location

7101 Wisconsin Avenue Suite 1210

Bethesda, Maryland, 20814,

United States

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Latest Vital Financial News

Legion Calls On President Trump To Veto Measure That Strips Servicemembers And Veterans Of Vital Financial Protections

Oct 26, 2017

Share this article WASHINGTON, Oct. 26, 2017 /PRNewswire-USNewswire/ -- The leader of the nation's largest veterans' service organization expressed concern over the loss of financial protections for veterans and servicemembers in the wake of a U.S. Senate late night vote on Wednesday. Fifty-one members of the Senate voted to overturn a recent Consumer Financial Protection Bureau (CFPB) rule on arbitration agreements intended to provide consumers with an opportunity to sue in court when they have been harmed by financial institutions. "Every servicemember and veteran should have the right and responsibility to confront predatory loan practices," American Legion National Commander Denise H. Rohan said. "We will not be silent while banks and payday loan shops rip off servicemembers and veterans. "  Many financial institutions include mandatory pre-dispute arbitration clauses in financial contracts that bar servicemembers, veterans, and others from bringing legal action to court or banding together in class-action lawsuits to seek relief under federal or state law. Class-action waivers are particularly damaging to servicemembers, who may not be able to challenge a financial institution's illegal or unfair practices individually due to limited resources, frequent relocation, or being deployed overseas. CFPB issued the rule in July 2017. Consumer advocates praised CFPB for giving Americans more strength to confront unscrupulous financial companies that have increasingly used forced arbitration clauses to maximize profits, escape accountability, and hide fraudulent activities. To express strong veteran support of the CFPB rule and opposition to legislative measures to overturn it, The American Legion membership approved Resolution No. 83:  Protect Veteran and Servicemember Rights to Fair Consumer   Arbitration , at its 2017 National Convention in Reno, Nev. The resolution asserts it is, "extremely unfair to bar servicemembers, veterans, and other consumers from joining together to enforce statutory and Constitutional protections in court." "Our membership has stated unequivocally that we are opposed to situations where our military and veterans' financial protections are chipped away to increase the profits of the big banks," Rohan said. "Repealing the CFPB arbitration rule takes away consumers' most effective tool to protect themselves against predatory lenders." The American Legion urges President Trump to immediately veto the disapproval resolution passed by the Senate and House and side with veterans and servicemembers against the most egregious actions of big financial institutions. Media contact: Joe Plenzler, (202) 861-2700 / (301) 800-9457 (cell) jplenzler@legion.org

Vital Financial Investments

13 Investments

Vital Financial has made 13 investments. Their latest investment was in NovaTract Surgical as part of their Series A - II on May 5, 2014.

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Vital Financial Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/15/2014

Series A - II

NovaTract Surgical

$0.6M

No

1

9/26/2013

Debt

Clinverse

$0.5M

No

1

4/16/2013

Series B

Booker Software

$27.5M

Yes

3

11/27/2012

Convertible Note

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$99M

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10

6/24/2012

Seed VC

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$99M

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0

Date

5/15/2014

9/26/2013

4/16/2013

11/27/2012

6/24/2012

Round

Series A - II

Debt

Series B

Convertible Note

Seed VC

Company

NovaTract Surgical

Clinverse

Booker Software

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Amount

$0.6M

$0.5M

$27.5M

$99M

$99M

New?

No

No

Yes

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Co-Investors

Sources

1

1

3

10

0

Vital Financial Portfolio Exits

6 Portfolio Exits

Vital Financial has 6 portfolio exits. Their latest portfolio exit was Halfpenny Technologies on June 17, 2019.

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

6/17/2019

Acquired

4

3/12/2018

Acquired

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$99M

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10

1/19/2016

Acquired

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10

4/10/2015

Acquired

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10

7/1/2014

Acquired

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10

Date

6/17/2019

3/12/2018

1/19/2016

4/10/2015

7/1/2014

Exit

Acquired

Acquired

Acquired

Acquired

Acquired

Companies

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Valuation

$99M

Acquirer

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Sources

4

10

10

10

10

Vital Financial Fund History

1 Fund History

Vital Financial has 1 fund, including VITAL FINANCIAL 2012A.

Closing Date

Fund

Fund Type

Status

Amount

Sources

2/20/2018

VITAL FINANCIAL 2012A

$0.05M

1

Closing Date

2/20/2018

Fund

VITAL FINANCIAL 2012A

Fund Type

Status

Amount

$0.05M

Sources

1

Vital Financial Team

1 Team Member

Vital Financial has 1 team member, including current Managing Partner, David Asher.

Name

Work History

Title

Status

David Asher

Managing Partner

Current

Name

David Asher

Work History

Title

Managing Partner

Status

Current

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