Income Lab
Income Laboratory, Inc.
Comprehensive financial planning software for financial advisors: retirement income, taxes, withdrawals, and Social Security, plus the broader financial picture.
incomelaboratory.com · Golden, CO
Funding event
The round itself, as filedInferred stagePre-seed
Sold of offered$1.3M of $2.5M
Filed2026-10-21
Days since filing23
- Exemption claimed
- Rule 506(b)
- First-ever Form D
- No
- Date of first sale
- 2026-07-21
Investors
No investors named: Form D does not list them
Officers on the filing
Names and roles as filed; addresses are never stored- Justin FitzpatrickExecutive Officer · Director
- Johnny PoulsenExecutive Officer · Director
- Robert PinkertonDirector
- David AgostineDirector
- James MulvihillDirector
Health flags
Three flags, each with the raw inputs behind it · as of 2026-11-13UndersubscribedNot flagged$1.3M of $2.5M sold3.8 months since first sale
Prior raiseNot flaggedRaised $1.3M against a prior $1.5M$1.5M prior raise, filed 2025-02-06
AmendedNot flaggedNo amendmentNo D/A on file
Open roles
On the employer's own careers page · checked 2026-11-030
Pre-posting windowNot enough dataShown once this sector and stage have 20 observed lags from filing to first posting.
No open roles foundWe read careers pages daily.
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