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Form D · on the record

leafplanner — $602K Form D filing, January 2025

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leafplanner, Inc. filed a Form D with the Securities and Exchange Commission on 2025-01-13.

leafplanner, Inc. filed a Form D notice of an exempt securities offering with the SEC on January 13, 2025. The filing reports $602K sold. Its industry group is Business Services. It names JOSHUA KANTER (Executive Officer, Director), BRAD FISHER (Director), TRELL ROHOVIT (Director) (SEC Form D, January 13, 2025).

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leafplanner, Inc.

New Form D on file · 2025-01-13 · the record

$602K
raise on the record
D
filing
20
investors in
UTAH
based
Open the record →

What the record says

FilingForm D
Filed2025-01-13
Industry groupBusiness Services
Entity typeCorporation
Incorporated inDELAWARE
Year formed2021
BasedSALT LAKE CITY, UTAH
CIK1969206
Accession0001969206-25-000001

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What the filing shows about leafplanner, Inc.

  • 20 investors had already put money in when it filed.
  • The filing names 4 people as officers, directors or promoters.

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Who the filing names, and in what role

The filing gives leafplanner, Inc.'s address as 201 South Main Street, Suite 1400, Salt Lake City, UT 84111.

What the filing says

  • Offered: $601,550. Sold: $601,550. Left to sell: nothing, all of it is sold. (filing)
  • Investors: 20 had already invested. (filing)
  • Date of first sale: December 31, 2024. (filing)
  • Types of securities: Equity. (filing)
  • Item 16: the filing reports that none of the proceeds goes to executive officers, directors or promoters. (filing)

This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.

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Is leafplanner, Inc. a real, registered company?

leafplanner, Inc. is a registered filer with the SEC (CIK 1969206) and has filed since 2023-03-14. 2 filings are on record, the latest on 2025-01-13.

A filing shows the company exists and what it reports about itself. It is not an audit or a rating.

Who runs leafplanner, Inc.?

leafplanner, Inc.'s Form D of 2025-01-13 names JOSHUA KANTER, BRAD FISHER, TRELL ROHOVIT and 1 more as its officers, directors or promoters.

How much has leafplanner, Inc. raised?

Its new offerings report $1.93M sold across 2 offerings, as its own filings state.

Filing history · 2 filings on this registrant
Form D · 2023-03-14 · $1.32MForm D · 2025-01-13 · $602K · this page 2023-03-14 2025-01-13

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Business Services · by week

Trailing twelve months. 313 filings in Business Services, totalled by week.

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What the filing shows about leafplanner, Inc.

  • 20 investors had already put money in when it filed.
  • The filing names 4 people as officers, directors or promoters.

Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

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What the Full Report on leafplanner, Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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  7. Warning Bells

  8. Sources

    1 cited source found

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leafplanner, Inc.: Raised $602K, Form D filed 2025-01-13
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Permanent URL: https://mentionfox.com/funding/leafplanner-inc-form-d-25000001
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2
leafplanner raised $602K — SEC Form D filing, January 2025. MentionFox, 2026-11-06. https://mentionfox.com/funding/leafplanner-inc-form-d-25000001