About Forms Logic
Forms Logic is a company based in Wheaton (United States) founded in 2015. Forms Logic has raised $2.05 million across 1 funding round. Forms Logic offers products and services including Forms Logic Platform and Migrator Software. Forms Logic operates in a competitive market with competitors including Box, Acquia, M-Files, PandaDoc and Automattic, among others.
- Headquarter Wheaton, United States
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website formslogic.com
- Social LinkedIn X
- Total Equity Funding$2.05M (USD)
in 1 rounds
- Latest Funding Round$2.05M (USD), Seed
Aug 2025
Products & Services of Forms Logic
Forms Logic offers a comprehensive portfolio of products and services, including Forms Logic Platform and Migrator Software.
Cloud-based tool for managing data and compliance in financial services.
Software that automates advisor transitions and reduces paperwork efficiently.
Funding Insights of Forms Logic
Forms Logic has successfully raised a total of $2.05M through 1 strategic funding round. The most recent funding activity was a Seed round of $2.05 million completed in August 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.05M
- Total Rounds 1
- Last Round Seed — $2.05M
- First Round $2.05M
(Aug 2025)
All 1 funding rounds of Forms Logic with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2025 | $2.05M | Seed | – | – | – |
People of Forms Logic
1 people are tracked at Forms Logic (1 in leadership).
| Name | Role | Group |
|---|---|---|
Rick Burgess | CEO | Leadership |
Complete people profiles for Forms Logic
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Forms Logic
2 dated milestones of Forms Logic across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Forms Logic is founded.
- Funding First funding round of $2.0M.
Competitors of Forms Logic
Forms Logic operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Box, Acquia, M-Files, PandaDoc and Automattic, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| box.com | 2005 | Redwood, United States | $692.63M | – | AI-based platform for secure collaboration and content management is utilized. | |
| acquia.com | 2007 | Boston, United States | $173.5M | 78 | AI powered digital experience and customer data management platform | |
| m-files.com | 1989 | Plano, United States | $125.52M | 118 | Documents are managed and automated for enterprise knowledge work. | |
| pandadoc.com | 2011 | San Francisco, United States | $69.81M | 181 | Document workflows are automated and managed for sales teams. | |
| ma.tt | 2005 | San Francisco, United States | – | – | Automattic is engaged in developing web and messaging solutions. | |
| conga.com | 2006 | Broomfield, United States | $140.09M | 266 | Contract lifecycle management is facilitated via a cloud-based platform. | |
| newgensoft.com | 1992 | Delhi, India | $17.7M | 4,043 | Cloud-based content service platforms are provided for enterprise automation. | |
| instabase.com | 2015 | San Francisco, United States | $321.92M | 136 | Business processes are automated via customizable apps and AI tools. | |
| kaltura.com | 2006 | New York, United States | – | 580 | Offers cloud-based video solutions tailored for the media and entertainment industry. | |
| privy.id | 2016 | Jakarta, Indonesia | $71.98M | – | E-signature software is offered through a cloud-based platform. |
Detailed competitors of Forms Logic
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Forms Logic
The website of Forms Logic (formslogic.com) receives about 3K visits a month.
- Monthly visits3K
▲ 85.7% vs previous month
Websites whose visitors overlap most with Forms Logic. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| skematic.com | 100% | 3.4K | #5,175,390 | View details | |
| laserapp.com | 100% | 3.6K | #4,818,507 | View details | |
| eventus.com | 95% | 7.6K | #2,839,609 | View details | |
| caso.com | 93% | – | #2,945,216 | View details | |
myriacompliance.com | myriacompliance.com | 83% | – | #969,373 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for Forms Logic
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Forms Logic
Complete news archive for Forms Logic
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Forms Logic
10 companies that operate in the same segment as Forms Logic (Enterprise Software & Platforms), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
AI-based platform for secure collaboration and content management is utilized. | 2005 | Redwood City, California, United States | USD 692.63 M | USD 1.18 B | 2,810 | |
Cloud-based big data warehouse for enterprise data management is provided. | 2012 | Bozeman, Montana, United States | USD 1.56 B | USD 3.63 B | 7,830 | |
Cloud based project management platform | 2016 | Palo Alto, California, United States | USD 535.25 M | – | – | |
Enterprise data security software is provided for digital asset protection. | 2008 | Milpitas, California, United States | USD 51.78 M | USD 14.56 M | 223 | |
Cloud based data streaming analytics and governance platform | 2014 | Mountain View, California, United States | USD 456 M | USD 963.64 M | 3,060 | |
AI powered digital experience and customer data management platform | 2007 | Boston, Massachusetts, United States | USD 173.5 M | USD 14.84 M | 341 | |
Platform that offers data governance and file sharing solutions | 2006 | Mountain View, California, United States | USD 136.5 M | USD 8.93 M | 222 | |
Cloud-based video solutions for media, entertainment, and education are provided. | 2006 | New York, New York, United States | USD 145.1 M | – | 580 | |
Data management platform for integration, quality, and governance is provided. | 2005 | Redwood City, California, United States | USD 102 M | USD 5.4 M | 64 | |
Cloud-based platform for enterprise search | 2019 | Palo Alto, California, United States | USD 765.3 M | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Forms Logic
Forms Logic was founded in 2015 and raised its 1st funding round 10 years after it was founded.
Forms Logic is headquartered in Wheaton, United States. It is registered at Wheaton, Illinois, United States.
Rick Burgess is the current CEO of Forms Logic.
Forms Logic is a funded company, having raised a total of $2.05M across 1 funding round to date. The company's 1st funding round was a Seed of $2.05M, raised on Aug 2025.
Forms Logic was established in 2015 in Wheaton, United States, within the software sector focused on workflow automation. Document management solutions are provided to handle paperless processes. Data and documents from diverse platforms are integrated, supporting data entry, client information collection, onboarding management, process customization, and cloud-based data solutions. Operations emphasize efficiency in administrative tasks.
Forms Logic offers Forms Logic Platform and Migrator Software.