Certified Stakeholder Relations Network

Vertalo Census is a distributed ledger app that provides provable information about investors, stakeholders, and projects to meet the reporting, compliance, and accreditation requirements of SEC-compliant offerings.

How It Works in Three Simple Steps

1

Step One:

  • Register your project in Vertalo.
  • Perform KYC/AML and accreditation checks on investors.
  • Certify relationships with your advisors, investors, contributors.

2

Step Two:

  • Issue your compliant security tokens.
  • Adhere to lock-ups and trading restrictions as required in your jurisdictions.
  • Manage stakeholder communication, cap table, audit tracking, and document retention.

3

Step Three:

  • Notify token holders of distributions, dividends, or other stakeholder communications.
  • Connect and network with stakeholders and peers.
  • Perform and pass diligence for projects and investors.

Evolution of Vertalo, 2016 & Beyond

2016

Summer 2016

Concept developed By Dave Hendricks, William Baxter, and Gautam Gujral.

2017

Feb 2017

SeriesX founded and begins raising a Friends-and-Family round.
• $2.7 million pre-money
• $3.2 million post-money

Apr 2017

Accepted into Capital Factory Accelerator.

July 2017

Launched Census Platform in private beta.
Decide to refactor platform to incorporate blockchain-based Stints.

Aug 2017

Started work on Whitepaper and Tokenomics
Accepted into Texas Venture Labs Accelerator.

Sep 2017

Accepted into VenturexCrushFG.

Oct 2017

Implemented certification on Ethereum Rinkeby testnet.

Nov 2017

Started raising Seed-2 Preferred round.
• $5 million pre-money
• $6.5 million post-money

Dec 2017

Established Vertalo SEZC subsidiary in Cayman Islands.

2018

Jan 2018

Transferred SeriesX IP to Vertalo.
Added support for MetaMask.

Feb 2018

Developed upgradeable Talos V1 platform utility token for compliance with securities regulations.

Mar 2018

Distributed Talos V1 tokens to Vertalo and SeriesX partners.
Runner up in SXSW Blockchain Challenge.

Apr 2018

Vertalo PPM and security token offering documents completed. Start private sale of Vertalo Equity Security Token (VEST).

May 2018

Private sale of Vertalo Equity Security Token (VEST)

Jun 2018

Develop Talos V2 for private-placement buyers.

Third Quarter 2018

Launch private beta.

Fourth Quarter 2018

Launch with strategic partner

2019

Second Quarter 2019

Vertalo public launch.
Projected VEST token lock-up ends.

and beyond...

Founders

Dave Hendricks

Dave has been named one of New York's top technology innovators by Business Insider. Hendricks worked with co-founding partner and CTO of Vertalo, William Baxter in 2000 at ExperianCheetahMail where they pioneered the self-service data-driven email marketing, transforming the company into one of the top providers of e-marketing services in the email industry.

Dave Hendricks

CEO & Co-Founder
William Baxter

William is the CTO and Co-Founder of SeriesX, an incubator for Future of Work and corroborated social identity-focused blockchain initiatives. Prior to Vertalo, William earned his PhD in Math from UC Berkeley. His seasoned career boasts Stints as the VP of Technology at Experian CheetahMail where he took a startup to the world's largest email marketing platform.

William Baxter

CTO & Co-Founder
Gautam Gujral

Gautam represented the Prime Services department at Credit Suisse on a senior management level and as a member of the Prime Services Management Team.

Gautam Gujral

Legal (Regulatory)

Team

Eric Stewart

Eric Stewart is a software-focused technologist who has served as a developer, lead, architect, coach, trainer, speaker, manager, and mentor for more than 20 years. With a degree in Computer Science from the University of Texas at Austin, Eric has delivered products and services during Stints at companies including Nirvana Systems and Mumboe led software architecture at RenewData. He recently had a more entrepreneurial Stint as the first employee and CTO of Agile Velocity before starting a consulting practice, but the opportunity to help create a more decentralized world with SeriesX was hard to pass up.

Eric Stewart

Development
Ed Gomez

Ed is a legal professional with over twenty-five years of experience in IP litigation, counseling, portfolio management, strategic planning, acquisition, divestiture and licensing, and experience in corporate governance and public company reporting.

Ed Gomez

Legal (Patent, Structures)
Karl Llewellyn

Karl has envisioned, designed and created online user experiences for over 15 years. He has delivered great experiences across a wide range of industries, from social networks, e-commerce to financial services. In recent stints at JP MorganChase and Bank of America, he was involved in delivering solutions at scale while building talented, agile-focused teams in the process. Karl holds a BFA from the Cooper Union for the Advancement of Science and Art.

Karthik Srinivasan

Karthik has extensive experience in financial and strategic analysis. He executed numerous transactions as an investment banker at DLJ and in corporate development at Yahoo. He has also invested in multiple layers of the capital structure across industries at various hedge funds and at Bain Capital.

Karthik Srinivasan

Finance, Operations
Stephen Karaga

Stephen graduated from Georgia Institute of Technology with a degree in Management. Stephen has worked been working professionally with Javascript technologies for the last four years with full-stack experience. He is deeply passionate about working with the technical and practical aspects of Blockchain technology and its transformative potential for improving society.

Stephen Karaga

Development
Paras Shah

Paras has built and been a part of two SaaS companies focused in the oil and gas space at very early stages. With a degree in International Trade & Finance from Louisiana State University, Paras has been enamored with traditional and cryptocurrency markets for several years.

Paras Shah

Operations
Katy Boyle

Katy is an administrative and operations guru, bringing 8+ years of experience to the SeriesX team. She has worked across a variety industries including motorsports, consulting, venture capital, insurance, and retail bringing a diverse set of skills with her. She is a Jill of all trades, and the master of a few. Previous colleagues gave her the nickname 'Olivia Pope' based on the character in ABC's television show Scandal; when you give a project, task, or responsibility to Katy 'It's handled'. When she's not at work she spends her free time playing video games and building computers to play them on, as well as spending time with her family. Previous stints include Zirtual, Fabric Branding, and T5 Capital.

Katy Boyle

Operations

Advisors

David Johnston

David has been a CEO of several technology startups. He's an active angel & venture stage investor, board member & advisor to growth stage companies and open source software projects in the blockchain space.

David Johnston

Blockchain Expert
Brian Smiga

Brian is a Venture Capital Partner and Founder. Advisor to Pritzker Group Venture Capital. Advisor and CEO coach. Founder of BrandNewJ and TEDxAsburyPark. Board of director at Roothbert Fund.

Brian Smiga

Products and Patents
Steven Sprague

Steven is the CEO of Rivetz Corp., a director at Wave Systems Corp. and one of the principle industry evangelists for the application of trusted computing technology. Steven served as President and CEO for 14 years at Wave before transitioning to the board of directors.

Steven Sprague

Blockchain and Security
Ed Zimmerman

Ed founded the Tech Group @ Lowenstein Sandler -- working with venture funds and VC/PE and angel-backed companies.

Ed Zimmerman

Legal (Corporate, Offerings, Regulatory)
Ian Defilippi

Ian works as an advisor to SeriesX. Ian specializes in designing token crypto economics model to incentivize the participants according to their contribution in a professional verifiable social network implemented in the blockchain.

Ian Defilippi

Token Economics
Justin Litchfield

Justin Litchfield is a passionate entrepreneur with exceptional engineering skills. A PhD graduate of Stanford University, Justin has invested the past five years building products at the intersection of FinTech, blockchain, and the media while simultaneously geeking out about technology, health, and pushing the limits of human performance. Currently, he doing a stint as CTO at BTC Labs, where he is developing products and best practices around token generation events to ensure that the capital raised by today’s Blockchain and Dapp startups builds the best tomorrow possible.

Justin Litchfield

Token Velocity Consulting
Shruti Gandhi

Shruti is founder and managing partner of Array Ventures. Array invests in enterprise deep tech early stage companies. Shruti spent her early career as a developer on mainframe security, collaboration tools, and data analytics.

Shruti Gandhi

End User Discovery
Stefan Dunatov

Stefan is an experienced Chief Investment Officer with a demonstrated history of working in the investment management industry. Skilled in Personal Pensions, Endowments, Investment Advisory, Insurance, and Investment Management.

Stefan Dunatov

Finance
Gary Deutsch

Gary is CFO and EVP of Corporate Development for LiveIntent. Gary oversees all finance, accounting, M&A, investor relations and legal matters, as well as Marketing. Prior to LiveIntent, Gary was CFO of Tagman and M5 Networks, both of which exited by selling to larger competitors. Gary has worked at a mixture of start-ups and large companies, including Lucent and The Walt Disney Company, covering functions including marketing, strategy and BD, and finance. Gary has an MBA from Wharton and attended the University of Colorado at Boulder for undergrad.

Gary Deutsch

Product Development
Graham Loew

Graham serves as the Head of Enterprise Applications at Snap Inc., focused on their suite of Financial applications. Prior to that, Graham was the Director of IT at Coinbase where he multiplied employee productivity by building foundational IT infrastructure, and exceptional operations. Graham's IT compliance and security initiatives helped Coinbase obtain a BitLicense from the New York State Department of Financial Services. Prior to Coinbase, Graham served as the Director of IT Operations at Facebook. During his seven year tenure, he helped the company scale from 400 to over 10,000 employees.

Graham Loew

Blockchain Expert
Josh Baer

Josh is the founder of Capital Factory, a coworking community and accelerator designed to help startups find their first investors, customers and employees.

Josh Baer

Technology
Alan Chappell

Alan has worked with email marketing firms Yesmail and Cheetahmail, where he helped clients with issues of privacy and deliverability. Chapell founded Chapell & Associates in October of 2003.

Alan Chappell

Legal and Privacy Policy
Matthew Keiser

Matt Keiser is the Founder and CEO of LiveIntent with the vision of solving problems that have been plaguing the email industry for years. Prior to LiveIntent, Matt co-founded and served as the President of Datran Media (now PulsePoint), where he architected the underlying technology for their suite of performance-marketing and audience measurement solutions. Matt is a founding partner and co-chair of the investment committee of Grape Arbor VC. He is also the co-founder of Perky Jerky and is on the advisory council for the Rosenbach Museum of Philadelphia.

Matthew Keiser

Product Development
Erik Rind

Erik Rind is one of the nation’s leading experts in payroll/human resources services and technology. After earning a Bachelor’s degree at the George Washington University, Erik joined the human resources consulting group of Price Waterhouse. As a consultant and manager with Price Waterhouse, Erik worked on the design and implementation of new payroll systems for the Navy (NAVSCIPS) and the Army (STARCIPS), and was the key architect of a new human resource/payroll data information retrieval system (PAIDS), designed and implemented for the Central Intelligence Agency. As President & CEO of Benepay Technologies, Erik has expanded the company’s focus from providing integrated HCM solutions to small- to mid-sized companies to a more expanded goal of automating the insurance benefits supply chain. Erik is also at the forefront of efforts to develop a blockchain marketplace that will provide customers with the ability to own and monetize their personal information.

Erik Rind

Product Development
Matthew McGowan

Matt has worked alongside executives representing some of the world's best known and thousands of relatively unknown brands, agencies, and technology companies. Matt is President and a member of the Board of Directors at Adestra, an enterprise MarTech Email Service Provider and Marketing Automation Platform.

Matthew McGowan

Database Development
Michael Fahey

Mike Fahey is a General Counsel with a successful career partnering with boards and management at all levels for both domestic and international B2B and B2C services companies.

Michael Fahey

Legal (Corporate)
Joni Merkel

Joni is a C-level marketer specializing in helping early- to mid-stage tech companies & enterprises efficiently increase the velocity of revenue growth, optimize marketing operations, and create adaptive go-to-market strategies.

Joni Merkel

Marketing

Investors & Partners

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