Fundraisers / Ceros Financial Services, Inc.
FundraiserRegistered broker-dealer
Ceros Financial Services, Inc.
FINRA 37869 · placing rounds since Mar 2020
39company rounds placed
14in the last two years, last Mar 2026
$228Msold in the rounds they placed
9.6%typical commission; the median firm takes 4.9%
Named on 55 Form D filings as paid to sell the offering: 39 for operating companies, 15 for funds, 1 for real estate. 4 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
223Q2123Q3423Q4224Q2324Q4125Q1225Q2325Q3125Q4426Q1
What they place
- Biotechnology38%
- Other Health Care23%
- Other13%
- Restaurants13%
- Other Technology8%
- Other Banking and Financial Services3%
- Pharmaceuticals3%
How big the rounds are
- Under $1M9
- $1M to $5M15
- $5M to $20M14
- $20M to $100M1
- $100M+0
Where the companies are
MD6FL6PA5CA5TX2NH1NY1UT1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026OS Therapies IncBiotechnology$2.0M
Mar 2026Lineage Brands, LLCAgents: Ceros Financial Services, Inc.Restaurants$1.5M
Jan 2026Peritas AI Inc.Other Technology$925k
Jan 2026Innovation X Capital Partners III, LLCPooled Investment Fund$27M
Jan 2026Innovation X Global Opportunities Fund, LLCPooled Investment Fund-
Jan 2026OS Therapies IncBiotechnology$3.5M
Nov 2025Momentis Surgical Ltd.Other Health Care$14M
Sept 2025OS Therapies IncBiotechnology$3.8M
Sept 2025Potrero Medical, Inc.Biotechnology$2.3M
Jul 2025OS Therapies IncBiotechnology$4.2M
Apr 2025Neurotrigger Ltd.Biotechnology$520k
Apr 2025SKYX Platforms Corp.Other Technology$975k
Jan 2025OS Therapies IncPharmaceuticals$7.1M
Dec 2024Lineage Brands, LLCAgents: Ceros Financial Services, Inc.Restaurants$718k
Oct 2024Potrero Medical, Inc.Biotechnology$3.2M
Jul 2024Ceros MedTech Fund I (QC) LLCPooled Investment Fund$5.0M
May 2024MIVI Neuroscience, Inc.Agents: Ceros Financial Services, Inc.Other Health Care$510k
May 2024Allied Innovation Artificial Intelligence Fund, LLCPooled Investment Fund-
May 2024Innovation X Venture Partners, LLCPooled Investment Fund-
Apr 2024Innovation X Real Tech (TE), LLCPooled Investment Fund-
Apr 2024Innovation X Real Tech, LLCPooled Investment Fund-
Apr 2024Innovation X Real Tech (Cayman), LPPooled Investment Fund-
Apr 2024Lineage Brands, LLCAgents: Ceros Financial Services, Inc.Restaurants$3.6M
Dec 2023OS Therapies IncBiotechnology$700k
Dec 2023Crush Capital Inc.Other Banking and Financial Services$500k
Nov 2023Momentis Surgical Ltd.Other Health Care$628k
Oct 2023Lineage Brands, LLCAgents: Ceros Financial Services, Inc.Restaurants$1.0M
Jul 2023Neurotrigger Ltd.Biotechnology$1.7M
Jun 2023MedTech Acquisition CorpOther Health Care$18M
Apr 2023Potrero Medical, Inc.Biotechnology$18M
Mar 2023Innovation X Capital Partners II, LLCPooled Investment Fund$90M
Mar 2023Pathology Watch Inc.Other Technology$22M
Feb 2023Innovation X Sunstone VI, LLCPooled Investment Fund$3.1M
Feb 2023Innovation X Sunstone VI QP, LLCPooled Investment Fund$4.8M
Jan 2023Cytovia, Inc.Biotechnology$1.2M
Oct 2022ProMIS Neurosciences Inc.Biotechnology$7.5M
Oct 2022Sunstone Income Apartments VI, LLCOther Real Estate-
Sept 2022Momentis Surgical Ltd.Other Health Care$4.4M
Jul 2022Cytovia Holdings, Inc.Biotechnology$7.8M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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