Fundz

Next Folio reported raising $100,000 in an initial SEC Form D filing, from an offering of $5 Million

PRIVATEJan 21, 2026$100K of $5M raised

Amount Raised

$100,000

$100,000 sold, per SEC Form D (first sale Jan 9, 2026)

Round Type

Pre-Seed

Traverse CityInvesting

Quick answer

NextFolio raised $100,000 in a Pre-Seed round, dated January 9, 2026. NextFolio is based in Traverse City, Michigan, United States.

How much did NextFolio raise?
NextFolio raised $100,000 in a Pre-Seed round on January 9, 2026.
What does NextFolio do?
NextFolio uses AI to identify elite fund managers' consensus best stock picks, and leverage that info to build investment portfolios that deliver meaningful AI-driven alpha.
Where is NextFolio based and how big is it?
NextFolio is based in Traverse City, Michigan, United States.

Source: Fundz verified event record.

Who else raised in Investing around the same time

Companies in the same sectors as NextFolio that raised within 45 days of this round, from Fundz verified event records.

  • Shoals Growth Partners raised $7.1M on February 13, 2026.
  • Wichita Affordable Housing raised $300K (Seed) on February 3, 2026.
  • RCA Services Holdings raised $2.8M (Seed) on January 31, 2026.
  • BKAI Leaderly raised $1.2M (Seed) on January 23, 2026.
  • Fifth Down Cap raised $30M on January 9, 2026.
  • Financial Gravity Companies, Inc. raised $9K on January 9, 2026.

Who to call at NextFolio, and when

A new round usually means NextFolio is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day NextFolio raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at NextFolio, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at NextFolio. With Fundz connected, it knows.

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Company Information

Company

NextFolio

Location

480 THOUSAND OAKS DRIVE

Traverse City, Michigan, United States

About

NextFolio uses AI to identify elite fund managers' consensus best stock picks, and leverage that info to build investment portfolios that deliver meaningful AI-driven alpha.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment NextFolio raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for NextFolio's next move

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NextFolio raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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