U Portfolio Trading

Finance , Technology
Toronto, Ontario, Canada
6472627604
mike@uportfoliotrading.com
U Portfolio Trading Inc.
U Portfolio Trading Inc.

$107,203.00

107%
Funded Of $100,000.00 Goal
107.2% Raised
Equity Crowdfunding Offer. Structure
- Days Left
$1,000.00 Min. investment
$100,000.00 Max. investment
$100,000.00 Minimum Raise
$250,000.00 Maximum Raise

Offering Description

Offering Terms

NOTE: You will need your Bank Account Number, Transit Number, and Institution Number to Invest.

This Offering is NOT open to investors from Quebec. 

Pre-money valuation (before investment received): ~CAD $1,000,000

Minimum Raise: ~$100,000 for 100,000 Convertible Note Units (which convert into Class B Shares (Non Voting)0 at $1.00 per Convertible Note Unit.

Max Raise: ~$250,000 for 250,000 Convertible Note Units (which convert into Class B Shares (Non Voting)) at $1.00 per Convertible Note Unit.

Minimum investment amount: $1,000.00

Securities offered: Convertible Note Units (Which convert into Class B Shares (Non-Voting))

Interest Rate: 5% per annum non-compounding (interest paid quarterly either in Cash or accrued as Principal)

Maturity: 5 Years

Conversion Terms: Convertible Note Units convert into Class B Shares at $0.08 per share either at IPO of the company or in 5 years (whichever happens first).  

Please see 45-110 Offering Document, Articles of Amendment, and the Shareholder's Agreement for full details of rights associated with the Convertible Note Units and Class B Shares.  You must create an account on Equivesto to view attached documents. 

Forward Looking Statements Disclosure

The information contained within this offering page and related presentations constitutes forward-looking statements and includes, but is not limited to, the (i) projected financial performance of the Company; (ii) sources, availability, and the use of proceeds from third-party financing for the Company’s projects; (iii) the expected development of the Company’s business, projects, and partnerships; (iv) execution of the Company’s vision and growth strategy; and (v) future liquidity, working capital, and capital requirements. Forward-looking statements are provided to allow potential investors the opportunity to understand management’s beliefs and opinions in respect of the future so that they may use such beliefs and opinions as one factor in evaluating an investment. 

These statements should not be taken as guarantees of future performance, and undue reliance should not be placed upon them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, which may cause actual performance and financial results in future periods to differ materially from any projections of future performance or result expressed or implied by such forward-looking statements. 

Although forward-looking statements contained in this presentation are based upon what management of the Company believes are reasonable assumptions, there can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. The Company undertakes no obligation to update forward-looking statements if circumstances or management’s estimates or opinions should change except as required by applicable securities laws. The reader is cautioned not to place undue reliance on forward-looking statements. 

Please review the Issuer’s Business and Risks sections of the Offering Document or Offering Memorandum if available for full explanations of the material factors, assumptions used and risks. 

The forward-looking statements have been approved by management as of the launch date of this offering.

02/22/2024
Project launched

03/20/2024

Partnership Announcement - Antonio Saade

We are happy to announce that U Portfolio Trading will collaborate with award-winning real estate broker Antonio Saade. Antonio will share various real estate opportunities and insights with all members as part of this collaboration. 

Read More

04/02/2024

UP - Partner Blank Space.png

Partnership Announcement - Blank Space

We are excited to announce our collaboration with Blank Space. Blank Space brings to the table the full strength of their tehnical capabilities, tailored to support and enhance the potential of our app. At the same time, helping ease the financial aspects by reducing our upfront costs.

Read More

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