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SMBX

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A public marketplace for buying and selling US small business financial securities: shares, convertible notes, coins, and bonds

San Francisco, United StatesFounded 2016Fintech
Valuation $50–100M Last recorded · 2021
Revenue $1–10M Latest reported FY
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for SMBX and the history behind them.

About SMBX

The SMBX is a financial technology startup that operates a unique marketplace for small business bonds. Essentially, it connects small businesses looking to raise capital with investors seeking steady returns. This platform allows small businesses to issue bonds in increments as low as $10, which carry a fixed interest rate. Investors can then purchase these bonds and earn monthly returns, making it an attractive alternative to traditional bank funding.

The SMBX primarily serves two types of clients: small businesses in need of funding and individual investors looking for investment opportunities. Small businesses benefit by gaining access to capital without the need for traditional bank loans, which can be difficult to secure. Investors, on the other hand, can diversify their portfolios with relatively low-risk investments that offer predictable returns.

Operating in the financial technology (fintech) market, The SMBX leverages technology to simplify the bond issuance and investment process. This market is growing rapidly as more people seek alternatives to traditional banking and investment methods.

The SMBX's business model revolves around facilitating transactions between small businesses and investors. It makes money by charging fees for its services, which may include a percentage of the funds raised by businesses or transaction fees from investors. By providing a streamlined platform for bond issuance and investment, The SMBX adds value to both sides of the market.

In summary, The SMBX is revolutionizing how small businesses raise capital and how individuals invest. By offering a user-friendly platform for small business bonds, it provides a win-win solution for businesses and investors alike.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2016
Headquarters
San Francisco, United States
Employees
16
Open positions
None listed
Dealroom signal
64.4/100
Industry
Fintech
Sub-industry
Financial Management Solutions, Wealth Management
Sector
Fintech, Trading, Risk Management, Peer-to-Peer, Hard Tech
Technology
Blockchain
Business model
Marketplace & ecommerce
Client focus
b2b
Investment activity
7 companies, latest Mar 2024
Capital deployed
$1.5M
Preferred round
GRANT

Funding history

8 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SEEDEquity / VC Feb 2023 $0 — K Street Capital —
SEED✓Equity / VC Oct 2021 $12M $46M Berkeley SkyDeck Accelerator · Impact America Fund · Better Ventures · Paul Heller —
Showing the latest 2 of 8 recorded eventsBook a demo for the full funding history →

Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowth
2026
2025
2024
2023
2022
2021
2020 —
Company filings, research estimates and Dealroom dataBook a demo for the full financial model →

Growth signals

SMBX website traffic

Latest recorded traffic for SMBX is 16K monthly website visits, up 23.1% over the last three months. SMBX's team declined 23.8% over the past year.

Latest monthly visits16K 3-month web change+23.1% 1-year team growth-23.8%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investors

17 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed10 investors entered at this stage

  • Berkeley SkyDeck VC
  • Ironfire Ventures
  • Unpopular Ventures
  • Better Ventures
  • Impact America Fund
  • Group 11
  • Berkeley SkyDeck Accelerator
  • Paul Heller
  • Jim Norris
  • K Street Capital

Other known investors7 additional known investors

  • AltaIR Capital
  • Bernard Liang
  • Collide Capital
  • Dovi Frances
  • Hard Yaka
  • Upscale Fund
  • Wesley Schwalje
Team profiled 19 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 4 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
2 countries with
team presence
🇺🇸 United States85.7%
🇦🇪 United Arab Emirates14.3%
2 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about SMBX on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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