Key facts
- It has raised $2.1M across 1 recorded rounds; the latest was Seed Round ($2.0M) in Aug 2025.
- Notable investors include RevTech Labs Capital.
- Forms Logic has filed 2 Form Ds with the SEC, most recently Feb 2026 ($2.0M sold to 8 investors).
- Status: Privately Held (backing).
Investors
1- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Forms Logic
Funding rounds
1 roundsAbout Forms Logic
Developer of a cloud-based platform designed to streamline paperwork management for financial services. The company offers automated workflows, secure form processing, and seamless integrations, enabling financial advisors, RIAs, brokers, dealers, and firms to improve operational efficiency, reduce errors, and ensure compliance.
- Sector
- Information Technology
- HQ
- Wheaton, IL, United States
- Founded
- 2015
- Employees
- 9
- Website
- formslogic.com/
- Ownership
- Privately Held (backing)
Forms Logic doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Forms Logic shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Forms Logic in its N-PORT filings yet. We sweep new filings monthly.