Key facts
- It has raised $730K across 1 recorded rounds; the latest was Seed Round ($725K) in Aug 2025.
- Legata has filed 1 Form D with the SEC, most recently Aug 2025 ($600K sold to 10 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·Watchlist + deal alerts for Legata
Funding rounds
1 roundsAbout Legata
Operator of a legal estate planning platform intended to simplify and modernize the creation and management of personalized legal documents. The company's platform offers AI-powered tools, personalized estate plans, secure digital storage, and access to professional advisors, enabling individuals and families to protect their assets, minimize estate taxes, and manage their legacies with ease.
- Sector
- Consumer Products and Services (B2C)
- HQ
- Mercer Island, WA, United States
- Founded
- 2024
- Website
- legata.com/
- Ownership
- Privately Held (backing)
Legata 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 Legata 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 Legata in its N-PORT filings yet. We sweep new filings monthly.