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Forms Logic

Forms Logic

Private
Wheaton, IllinoisFinTechhttps://formslogic.com/

Last Round

Seed Round

Feb 24, 2026

Total Funding Raised

$120,000

Company Overview

Forms Logic Inc. is a business/productivity software company that provides a cloud-based platform to streamline paperwork management for financial services.

Sector

FinTech

Verticals

Vertical SaaS, Wealth Management, RegTech, Workflow Automation, Document Management

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Non-AI

Keywords

workflow automationclient onboardingadvisor transitionswealthtechRegTechRIA softwarebroker-dealer softwareform automationcompliance automationback-office automationadvisor techdigital workflowNIGO reductionFINRA compliancedocument managemente-signature integration

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Forms Logic Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Forms Logic Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Seed RoundFeb 24, 2026
AcceleratorDec 1, 2024
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Key People

Founding team and executive leadership

Joel Friedman

Chief Operating Officer

Executive Team

Forms Logic Investors

Notable investors and investment history

InvestorRounds
RevTech LabsAccelerator
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Forms Logic Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Forms Logic Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Forms Logic's valuation, stock price, and market status.

Firmographic Details

HeadquartersWheaton, Illinois
Employee Range12
Year Founded2015
Last FundingFeb 24, 2026

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